Considering Pipedrive as your CRM solution? The best way to determine if it’s the right fit for your business is to take it for a test drive. Pipedrive offers a free trial (which they often refer to as a “demo” or “free trial”) that allows you to explore its features and functionality without any initial commitment. This comprehensive guide will walk you through everything you need to know about the Pipedrive demo, including:
Why Try the Pipedrive Demo?
Before committing to a paid CRM subscription, a demo or free trial is crucial. It allows you to:
- Experience the User Interface: Pipedrive is known for its visual, pipeline-focused interface. The demo lets you experience this firsthand and see if it aligns with your team’s workflow.
- Test Key Features: Explore Pipedrive’s core features, such as contact management, deal management, activity scheduling, and email integration.
- Evaluate Ease of Use: Determine if Pipedrive is intuitive and easy for your team to learn and use.
- Assess Fit for Your Sales Process: See how well Pipedrive aligns with your existing sales process and whether it can be customized to meet your specific needs.
- Compare to Competitors: Use the demo period to compare Pipedrive to other CRM solutions you’re considering.
- Make an Informed Decision: Avoid buyer’s remorse by making a well-informed decision based on hands-on experience.
What’s Included in the Pipedrive Free Trial?
Pipedrive’s free trial typically provides access to the Advanced plan features for 14 days. This means you get to experience a very comprehensive version of the software, not just a stripped-down basic version. Key features you can test during the trial include:
- Contact Management: Adding, editing, and managing contacts and organizations.
- Deal Management: Creating and managing deals in the visual pipeline.
- Activity Scheduling: Scheduling calls, meetings, tasks, and other activities.
- Email Integration: Connecting your email account (Gmail, Outlook, etc.) and tracking email communications.
- Customizable Pipeline: Setting up custom deal stages to match your sales process.
- Reporting and Dashboards: Accessing pre-built reports and creating custom dashboards.
- Mobile App Access: Using the Pipedrive mobile app for iOS and Android.
- Workflow Automation: Setting up basic automated workflows.
- Products: Adding and managing products.
- LeadBooster (add on): Pipedrive have LeadBooster tools for lead generation.
What Might Be Limited (Check Pipedrive’s Current Trial Terms):
- Number of Users: The trial is typically for a limited number of users (often just one, or a small team).
- Data Import Limits: There might be limits on the number of contacts or deals you can import during the trial.
- Advanced Features: Some very advanced features (e.g., certain enterprise-level features, some specific integrations) might not be fully available in the trial.
- Support: While you’ll have access to Pipedrive’s help resources, priority support might be reserved for paying customers.
- Add On: Usually, add on is not available on trial.
Always check Pipedrive’s official website for the exact terms and conditions of their current free trial, as these can change.
Step Guide to Accessing and Using the Pipedrive Demo
Here’s a detailed, step-by-step guide to getting started with your Pipedrive free trial:
Step 1: Sign Up for the Free Trial
- Go to the Pipedrive Website: Visit the official Pipedrive website (https://www.pipedrive.com/). (This is NOT an affiliate link; it’s the direct link.)
- Click on “Try it Free” (or Similar): Look for a prominent button or link that says “Try it Free,” “Start Free Trial,” “Get Started,” or something similar. This is usually located in the top navigation bar or on the homepage.
- Enter Your Information: You’ll typically be asked to provide your:
- Work email address (recommended).
- Full name.
- Password.
- Company name (optional, but recommended).
- Phone Number (Optional)
- Choose Your Industry (Optional): Pipedrive may ask you to select your industry. This helps them tailor the setup experience.
- Agree to the Terms of Service: Read and agree to Pipedrive’s terms of service and privacy policy.
- Click “Start Free Trial” (or Similar): Click the button to create your account and start your trial.
Step 2: Initial Setup and Onboarding
After signing up, Pipedrive will guide you through a brief onboarding process. This may include:
- Welcome Video/Tutorial: A short video introducing you to the key features of Pipedrive. Watch this! It’s a quick way to get oriented.
- Adding Your First Contact: You’ll be prompted to add your first contact. Enter the contact’s information (name, company, email, phone, etc.).
- Adding Your First Deal: You’ll be prompted to add your first deal. Enter the deal’s name, value, expected close date, and associated contact/organization.
- Setting Up Your Pipeline: Pipedrive starts with a default sales pipeline (e.g., “Lead In,” “Contact Made,” “Demo Scheduled,” “Proposal Sent,” “Negotiation Started”). You can customize these stages to match your own sales process.
- Invite Team Member (Optional): Invite your team member to use Pipedrive.
- Download Mobile App (Optional): Download the mobile app.
Step 3: Explore Key Features
Now that you’re set up, take some time to explore the key features of Pipedrive:
- Contacts: Add more contacts, edit existing contacts, and explore the different views (list view, detail view).
- Deals: Add more deals, move them through the pipeline stages, add notes and activities, and update deal information.
- Activities: Schedule calls, meetings, and tasks. Set reminders. Mark activities as complete.
- Mail: Connect your email account (Gmail, Outlook, etc.) to track email communications within Pipedrive. Send emails directly from Pipedrive.
- Insights (Reporting): Explore the pre-built reports and dashboards. See how your sales data is visualized.
- Products: Add your products.
- Settings: Explore the settings to customize Pipedrive to your preferences (e.g., notification settings, user permissions).
Step 4: Import Data (Optional)
If you have existing contact or deal data in a spreadsheet (CSV or Excel), you can import it into Pipedrive. Look for an “Import Data” option in the settings or within the Contacts/Deals sections.
Step 5: Use the Mobile App
Download the Pipedrive mobile app (iOS or Android) and log in with your account. Explore the app’s features and see how it syncs with the web version.
Tips for Maximizing Your Pipedrive Free Trial
- Have a Clear Goal: What do you want to achieve during the trial period? What specific questions do you want to answer about Pipedrive?
- Use Real Data (If Possible): If you can, import some of your actual contact and deal data. This will give you a more realistic sense of how Pipedrive works with your business.
- Test All Key Features: Don’t just focus on the basics. Explore all the features that are relevant to your sales process.
- Involve Your Team: If you have a sales team, get them involved in the trial. Their feedback is crucial.
- Take Notes: As you use the demo, take notes on what you like, what you don’t like, and any questions you have.
- Contact Pipedrive Support: If you have any questions or run into any problems, don’t hesitate to contact Pipedrive’s support team.
- Compare to Competitors: Use the trial period to compare Pipedrive to other CRM solutions you’re considering.
Pipedrive Demo vs. Competitor Demos
Compared to other popular CRM platforms, Pipedrive’s demo/free trial generally stands out for its:
- Ease of Access: It’s very easy to sign up for a Pipedrive trial – no credit card required.
- Comprehensive Feature Access: You get access to a high-level plan (Advanced) during the trial, not just a stripped-down version.
- User-Friendliness: The trial experience reflects Pipedrive’s overall focus on simplicity and ease of use.
However, some competitors offer:
- Longer Trial Periods: Some CRMs offer 30-day trials (or even longer).
- More Extensive Onboarding Support: Some CRMs provide more personalized onboarding assistance during the trial period.
FAQs about the Pipedrive Demo
- Q: Do I need a credit card to sign up for the Pipedrive demo?
- A: No, a credit card is not required for the Pipedrive free trial.
- Q: How long does the Pipedrive demo last?
- A: The Pipedrive free trial typically lasts for 14 days.
- Q: What happens when my Pipedrive trial ends?
- A: You’ll be prompted to choose a paid plan. If you don’t choose a plan, your account will be deactivated, but your data will be saved for a period of time (check Pipedrive’s terms for the exact duration). You can export your data before the trial ends.
- Q: Can I import my existing data into the Pipedrive demo?
- A: Yes, you can import data from spreadsheets (CSV, Excel) and other sources.
- Q: Can I integrate with other apps?
- A: Yes
- Q: Can I use the Pipedrive mobile app during the trial?
- A: Yes, the Pipedrive mobile app is included in the free trial.
Conclusion: Take Action and Try Pipedrive
The Pipedrive demo is a risk-free way to experience the power and simplicity of this popular sales CRM. By following the steps outlined in this guide, you can access the demo, set it up effectively, and thoroughly evaluate whether Pipedrive is the right solution for your business. Don’t just read about it – try it yourself and see how it can transform your sales process.