What Are the Main Differences and Benefits of Upgrading to the Premium Plan from the Professional Plan in Pipedrive?
If you’re considering upgrading from the Professional to the Premium plan in Pipedrive, here's a detailed comparison to help you understand the differences and benefits:
Overview of the Plans
The Premium plan includes all the features available in the Professional plan and introduces a range of advanced tools, improved collaboration, and higher usage limits. Importantly, no functionality is lost when upgrading to Premium – all features in Professional are retained and enhanced in Premium.
Additional Features in the Premium Plan
The Premium plan provides advanced tools and features, some of which are either not available or offered only as paid add-ons in the Professional plan:
LeadBooster (included): Access tools such as Chatbot, Live Chat, Prospector, and Web Forms without additional costs.
Team inbox: Shared access to team emails (e.g., sales@ or support@) for better collaboration.
Projects: Manage post-sale processes, including onboarding and task tracking, directly in Pipedrive.
Custom deal scoring and data enrichment: Automatically score deals and enrich company information using public data.
Smart Docs: Included for document management and productivity.
AI tools: Features such as AI email creation, summarization, and a Sales Assistant.
24/7 Support: Access phone support and 24/7 live chat support.
Enhanced Limits in the Premium Plan
The Premium plan is designed for growing teams and businesses, with increased limits for several key functionalities:
Leads and deals: 15,000 per company (up from 10,000 in Professional)
API tokens: 150,000 (up from 90,000)
Reports: 250 per user (up from 150)
Automations: 150 active per company (up from 100)
If/else automation steps: 10 per automation (up from 5)
Email syncs: 3 per user (up from 2)
Teams, visibility groups, and permission sets: Up to 15 each (increased from 3 or 2)
Benefits of Upgrading
Upgrading ensures you gain access to tools that enable improved collaboration, advanced reporting, and increased control over workflows and processes. These benefits include:
Integrated tools for lead generation, team collaboration, and post-sales management.
Higher performance capabilities thanks to expanded limits in essential areas such as automations and syncs.
Inclusion of previously paid add-ons, such as Projects and LeadBooster.
Frequently Asked Questions
Will I lose any functionality by upgrading?
No. The Premium plan retains all Professional plan features and adds more.
Is the Professional plan being discontinued?
No, Pipedrive will continue offering the Professional plan.
How does pricing differ between the two plans?
The Premium plan is priced higher than the Professional plan due to the additional features and enhanced capabilities. Pricing varies by region and updates to Pipedrive’s current structure apply upon upgrading.
Upgrading to the Premium plan is an excellent choice for businesses aiming to scale their operations and leverage more advanced tools and limits. The transition is seamless, with no loss of functionality but significant enhancements for growth and collaboration.