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In the dynamic world of Customer Relationship Management (CRM) systems, Pipedrive stands out with its user-friendly interface and robust functionality – a tool build for sales people by sales people. But what truly makes Pipedrive special are its powerful add-ons that enhance its capabilities far beyond basic CRM functions. In this post, we’ll dive into some of these add-ons: Leadbooster, Web Visitos, SmartDocs, Campaigns, and Pipedrive Projects to give you expert insights from a seasoned Pipedrive consultant.
 

Leadbooster: Supercharge Your Lead Generation

Leadbooster is a powerful lead generation tool that includes live chat, chatbot, prospector, and web form features. Each component plays a crucial role in capturing and nurturing leads efficiently.

 

Live Chat and Chatbot

The live chat feature enables real-time communication with website visitors, providing immediate assistance and capturing leads instantly.

The chatbot automates initial interactions, qualifying leads and directing them to the right sales representatives.

 

Integrating live chat and chatbot functionalities within Leadbooster can significantly enhance customer engagement and you can interact with potential customers 24/7, ensuring no lead is missed.

 

Prospector

Prospector is an effective tool for finding high-quality leads by filtering through millions of profiles and providing accurate contact information. Prospector can dramatically reduce the time spent on manual lead searches, allowing sales teams to focus on closing deals rather than sourcing leads.

 

Web Forms

Web forms enable seamless data collection from website visitors. Customisable and easy to embed, these forms ensure that businesses can capture essential information directly into their Pipedrive CRM.

 

Leadbooster makes lead generation straightforward and efficient, empowering businesses to boost their sales efforts and ensure no lead goes unnoticed.

Web Visitors: Understand Your Audience

The Web Visitors add-on provides valuable insights into website visitor behaviour, helping businesses better understand their audience and tailor their marketing strategies. Web Visitors allows you to see who is visiting your website, how they interact with it, and what their interests are. This data is invaluable for optimising your marketing efforts and personalising customer interactions.

 

Key features of Web Visitors:

  • Visitor Tracking: See which companies are visiting your site and what pages they are viewing.
  • Lead Scoring: Prioritise leads based on their interactions and engagement.
  • Analytics: Gain insights into visitor behaviour to improve website performance and marketing strategies.

SmartDocs: Streamlining Document Management

SmartDocs is designed to make document creation and management easier, featuring e-signature capabilities that enhance workflow efficiency.

 

Pipedrive’s SmartDocs add-on is a game-changer for businesses that rely heavily on documentation. It allows for seamless document creation, sharing, and signing, all within the CRM. This means no more juggling between different platforms for contract management.

 

Key features of SmartDocs:

  • Document Creation: Easily create templates for frequently used documents to save time and maintain consistency.
  • E-Signature Integration: Get documents signed electronically, speeding up the approval process and reducing paper usage.
  • Centralised Storage: Keep all documents organised and accessible within Pipedrive.

Pipedrive Campaigns: Elevate Your Marketing Efforts

Pipedrive Campaigns is an add-on designed to enhance your marketing strategy by enabling you to create, send, and analyse email marketing campaigns directly from your CRM.
Pipedrive Campaigns is a must-have for businesses wanting to seamlessly integrate their marketing and sales efforts.
With this tool, you can create targeted email campaigns, monitor their performance, and adjust your strategies in real-time.

 

Key features of Pipedrive Campaigns:

  • Email Builder: Easily design professional emails with a user-friendly drag-and-drop editor.
  • Segmentation: Personalise your messages by segmenting your audience based on various criteria.
  • Analytics: Measure campaign performance with metrics like open rates and click-through rates.
  • Automation: Save time and increase efficiency by automating follow-ups and nurture campaigns.

By incorporating these features, Pipedrive Campaigns helps you streamline your marketing efforts, making it easier to achieve your business goals.

A screenshot of Pipedrive's Projects Add-on Feature.

 

Pipedrive Projects: Enhanced Project Management

Pipedrive Projects is an add-on that expands the CRM’s capabilities to include project management, making sure your sales and post-sale processes are seamlessly integrated. Pipedrive Projects is perfect for businesses that need to manage their sales pipeline and project tasks in one place. It helps in keeping everything organised, from the initial contact to project completion, ensuring nothing falls through the cracks.

 

Key features of Pipedrive Projects:

  • Task Management: Easily assign tasks, set deadlines, and track progress.
  • Team Collaboration: Boost team collaboration with shared project timelines and updates.
  • Visibility: Maintain clear visibility over project timelines and milestones.

Expert Advice on Leveraging Pipedrive Add-Ons

When selecting the right add-ons it is important to understand what each add-on offers and how it aligns with your business goals. By effectively using these tools, businesses can boost their CRM functionality, improve lead generation, streamline document management, manage projects efficiently, gain insights into their audience, and enhance their marketing efforts.

 

To sum up, Pipedrive’s add-ons like Leadbooster, Web Visitors, SmartDocs, Pipedrive Projects, and Pipedrive Campaigns equip businesses with the necessary tools to stay competitive. Consulting with Pipedrive experts and integrating these add-ons can help companies maximise their CRM’s potential and achieve better results.

FAQ

1 – How much does each add-on cost?

Leadbooster – includes live chat, chatbot, prospector and web forms – £32.50 per month per company.

 

Web Visitors – from £41 per month.

 

SmartDocs – Essential and Advanced plan subscription start at £32.50 per company per month. Professional, Power or Enterprise plans include Smart Docs for no additional charge.

 

Campaigns – To add Campaigns to your subscription and select the Campaigns add-on on the billing page. Use the slider to select your desired number of contacts, between 1k and 50k subscriber spots (by 1k increments). As you move the slider, the estimated cost will appear on the right-hand side based on the overall contacts’ number. The more contacts you choose, the less you pay per subscriber. Campaigns start from £13.13 and are available for all plans; automations only available on Advanced and higher.

 

Projects – The Projects feature starts from £6.70 per seat, depending on the number of seats you need and whether you pay monthly or annually.

 

All prices correct at time of publishing, please see the Pipedrive Pricing page for the most up-to-date information. 

 

2 – Am I able to try the add-ons out before purchasing?
Yes, all add-ons offer at least 14 days of free trial.
Campaigns offers a 500 subscribers during the trial period.

 

3 – What is included in the LeadBooster add-on?
The LeadBooster add-on includes four amazing tools for you to maximize your leads:
  • Chatbot
  • Live Chat
  • Prospector
  • Web Forms
Note: Web Visitors is not included in the LeadBooster add-on package and must be purchased separately.

 

4 – How can I learn more about Pipedrive Projects?
A few months ago, we released a blog post highlighting all the main features of Pipedrive Projects and comparing it with another project management tool. Check it out: How to Choose: Pipedrive + Asana vs. Pipedrive Projects for CRM-Integrated Project Management.

 

5 – Can Solvaa help us deciding what’s the best add-on for our business?
Yes! you can always book a Discovery call with us to learn more about how we can help you supercharge your sales process with Pipedrive add-ons.

 

Please note that some of the links above are affiliate links, and at no additional cost to you, we may earn a commission if you decide to purchase after clicking through the link.

 


Solvaa is a systems, process and automation consultancy specialising in increasing productivity in your business by improving marketing, sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Partners, SmartSuite Certified Partners and Xero Certified Advisors.

 

Book a Discovery call today to learn more about how we can help you supercharge your sales process with Pipedrive.

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