During our in-depth test of Pipedrive, the project management feature really stood out.
Over three months, we created and managed many projects, getting a firsthand experience of its capabilities.
Pipedrive’s project management feature, with its user-friendly project templates, is an absolute game changer.
We simply added the $6.70/month add-on called Projects to get started.
From there, we were automatically given access to the following:
- Template creation
- Project archives
- Project pipelines
- Project analytics
Here’s an example of a template we were able to create and use throughout our testing.
Not only do these templates save you time in project setup, but they also ensure you’ve got a solid foundation for managing your project successfully.
Now, let’s walk you through the creation of a project called “Bonfire Field Guide Rollout.” We simply clicked “+ Project” and got started.
Here’s how it looked (to give you a better idea).
The project creation process was straightforward and intuitive.
We were able to easily assign the following to each project:
- Template
- Title
- Start & end date
- Owner
- Associated deals & contacts
The clear overview of the project made it easy to track progress, manage tasks, and keep everyone on the same page.
The breakdown: Pipedrive’s project management feature is a robust tool that simplifies project setup and monitoring, making it easier than ever to stay organized and hit your project goals.
This feature, combined with the platform’s affordable Pipedrive pricing, makes it an excellent choice for SMBs.
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