If you are thinking about using Pipedrive CRM, your free trial is the best way to see how it works for your sales process. Most businesses only get 14 days to test it, but as a Pipedrive Partner we can extend your Pipedrive trial to 30 days – giving you twice as much time to explore. You don’t need a credit card to sign up, and you get full access to premium features.
With your extended trial, you can test not only the core Pipedrive CRM platform but also add-ons like LeadBooster, Smart Docs, and Projects, which are normally part of paid plans.
What to Do During Your Pipedrive Trial
To make the most of your 30-day trial, focus on testing the areas that will matter most to your sales team:
- Custom fields – Add fields to contacts, organisations, leads, and deals so you can capture the exact data your business needs.
- Sales pipeline – Create a pipeline that matches your real sales process. This is where you’ll see how deals move from lead to close.
- Email integration – Connect your inbox so emails stay linked to contacts and deals inside Pipedrive.
- Lead capture – Test how easy it is to get leads into Pipedrive. For example, publish a simple enquiry form on your website and see how it flows into the system.
- Prospecting tools – Explore LeadBooster to see if it fits your lead generation strategy.
- Deal management – Work with deals by assigning them, labelling them, moving them across the pipeline, and scheduling follow-ups.
- Automations – Build a simple automation to see how Pipedrive can cut down repetitive tasks.
- Archiving – Decide how you’ll manage deals that don’t convert so your pipeline stays accurate.
- Dashboards and reports – Test whether the default dashboards show the KPIs you need, or if you’ll want to customise reports.
Comparing Pipedrive to Alternatives
Your trial is also the best time to compare Pipedrive with other CRMs. Many businesses look at Pipedrive vs HubSpot, Pipedrive vs Salesforce, or Pipedrive vs ActiveCampaign.
The easiest way is to build a spreadsheet with columns for:
- Features (pipelines, automations, integrations, reporting)
- Usability (ease of use for your team)
- Pricing (monthly cost and add-ons)
Seeing the comparison side by side helps you decide if Pipedrive is the right CRM for your sales process.
Need Help Getting Started?
Testing a new CRM can feel overwhelming, but you don’t need to figure it out alone. At automatico, we offer a free 30-minute consultation to help you set up and get the most out of your extended Pipedrive trial.
You can also ask questions and share your experiences in our new LinkedIn Group, where we discuss CRM best practices and tips for using Pipedrive effectively.
Ready to start your 30-day Pipedrive trial? Click here to get an extended trial of 30 days (as opposed to 14).