Brevo CRM Plans & Pricing— Setup and Power‑User Tips
Brevo CRM (also called Sales Platform) brings advanced pipeline and contact management tools at a price point tailored for teams of any size. Built into the Brevo ecosystem, it fits seamlessly with email, SMS, and marketing workflows—while keeping costs predictable with per‑user pricing. Here’s everything you need to build a fully operational CRM in just 30 minutes.
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1 | What Sets Brevo CRM Apart?
Brevo bundles a full sales pipeline manager into the same account you already use for email and SMS campaigns. The Sales Platform is built for speed—click once to turn a website lead into a deal, trigger follow‑ups automatically, and sync every touchpoint with your marketing database. Unlike many competitors, Brevo charges per active user, not per contact, so you can store unlimited records without watching the bill explode.
Key advantages
| Benefit | Why it matters |
|---|---|
| Unlimited contacts on every tier | Keep historical lists without purging inactive leads. |
| Tight marketing + sales sync | Marketing scores and email engagement flow straight into deal cards. |
| Simple, flat pricing | Free for testing; $12–15 user/month unlocks automation and unlimited pipelines. |
| Built‑in email, meetings & quotes | Fewer browser tabs and copy‑paste errors. |
2 | Brevo CRM Pricing Plans (2025)
| Plan | Monthly cost* | Users | Pipelines / deals | Automation | Support |
|---|---|---|---|---|---|
| Free | $0 | Unlimited | 1 pipeline, 50 open deals | Task reminders only | Self‑serve knowledge base |
| Pro | $12 user/mo (monthly) – $108 user/yr (annual) | Unlimited | Unlimited pipelines & deals | Workflow builder, lead rotation, auto emails | Priority chat & phone |
* Prices in US dollars, billed monthly; annual billing saves ~10 %.
Both tiers include:
- Custom deal stages and probabilities
- Calendar sync (Google, Outlook)
- Task & meeting tracking
- Quote builder with e‑signature
- Mobile app (iOS & Android)
3 | First‑Time Setup Checklist
Total time: 30 minutes for a functional pipeline.
- Activate the Sales Platform
- Inside your Brevo dashboard open Products ▸ Sales Platform and click Start for free.
- Set your default currency & fiscal year
- Settings ▸ Deal settings ▸ Currency—choose one or allow multiple for global teams.
- Invite teammates
- Settings ▸ Users—add reps and decide who’s Admin (full rights), Manager, or Sales Rep. Permissions apply across all pipelines.
- Import or sync contacts
- CSV: Map first name, last name, email, company, phone, custom fields.
- Marketing list sync: One click pulls subscribers—and their engagement scores—into CRM.
- Create your first pipeline
- Deals ▸ Pipelines ▸ New pipeline—name it (New Lead → Qualified → Demo → Proposal → Won).
- Drag stages to reflect your real process and assign default probabilities.
- Click here for free sign up.
4 | Managing Contacts, Companies & Deals
4.1 Contacts & Companies
Every record can store unlimited custom fields—great for product tier, renewal date, or industry. Tag contacts (e.g., Webinar Q2 or VIP Retail) to speed up filtering and automation.
4.2 Deal Cards
Click + Deal or drop a contact onto the pipeline backdrop. Essential fields:
- Deal name – “Acme • Annual Subscription”
- Value – numeric; appears in revenue reports
- Expected close – powers weighted forecasts
- Owner – defaults to the creator
Add checklists, notes, attachments (contracts, briefs) and pin priority tasks to the card.
5 | Task, Meeting & Email Workflows
| Tool | How to use it | Pro tip |
|---|---|---|
| Tasks | On any deal, click Add task → choose Call, Email, To‑Do, set due date. | Sort My Tasks board by “Overdue” each morning. |
| Meeting links | Settings ▸ Calendar—connect Google/Outlook. Send booking link; prospects pick a slot. | Let prospects book demos from nurturing emails to shorten the cycle. |
| 1‑to‑1 email | Send from deal card; replies thread automatically. | Verify domain once so messages send from you@yourdomain.com, not via brevo‑relay. |
6 | Automation (Pro Plan)
The visual builder works like a flowchart:
- Trigger – e.g., New deal enters stage “Demo”
- Conditions – Deal amount ≥ $5 000
- Actions – Assign to Senior AE → Send personalised mail → Set follow‑up task in 3 days
Common recipes:
| Goal | Trigger | Outcome |
|---|---|---|
| Speed to lead | Contact submits website form | Create deal + task “Call in 5 mins” |
| Nurture stalled quotes | No activity 10 days after proposal | Auto‑email case study + task “Follow‑up call” |
| Renewal reminders | Renewal_date - 30 days | Email renewal options + notify CSM |
Automation eliminates repetitive admin, letting reps reclaim hours weekly.
7 | Dashboards, Forecasts & Custom Reports
Navigate to Reports ▸ Dashboard to view:
- Pipeline value by stage – see where cash is stuck
- Win rate – filter by rep, product, or source
- Forecast – weighted by probability + close date
- Activity – calls, meetings, tasks completed
Click Create report for custom slices (e.g., revenue by industry, cycle length by rep). Export as CSV or schedule a Monday morning digest for leadership.
8 | Integrations & Extensions
| Integration | Use case |
|---|---|
| Zapier / Make | Auto‑create deals from Typeform, Gravity Forms, Shopify orders |
| Public API & Webhooks | Build dashboards or sync to ERP |
| Conversations inbox | Turn live‑chat messages into deals with a click |
| Dedicated IP (add‑on) | Maintain sender reputation for heavy email sequences |
Brevo’s own Marketing Platform is, unsurprisingly, the slickest integration—open rates, link clicks, even SMS replies enrich the CRM timeline instantly.
9 | Mobile CRM on the Go
The free iOS/Android app lets reps:
- Scan business cards to create contacts
- Update deal stages with a swipe
- Log calls by dictation
- Receive push reminders for tasks due
10 | Comparison: Brevo vs. Other SMB CRMs
| Feature | Brevo Pro | Pipedrive Advanced | HubSpot Sales Starter | Zoho CRM Standard |
|---|---|---|---|---|
| Price (3 reps) | $36/mo | $75/mo | $60/mo | $45/mo |
| Unlimited contacts | ✔ | ✔ | ✖ (1k limit) | ✔ |
| Built‑in email marketing | ✔ | ✖ (add‑on) | ✔ | ✔ |
| Automation | ✔ | ✔ | ✖ | ✔ |
| Native SMS | ✔ | ✖ | ✖ | ✖ |
Brevo wins on integrated marketing and the lowest entry cost for small teams.
11 | Best Practices for Lasting CRM Adoption
- Limit pipeline stages to 5–7—excess stages breed confusion.
- Mandatory fields—set Deal size and Source as required at creation to keep reports clean.
- Weekly pipeline review—filter deals with “No activity > 21 days” and either re‑engage or close lost.
- Automate everything repetitive—reminder tasks, lead routing, “Quote Viewed?” follow‑ups.
- Train marketing & sales together—shared dashboards create a single source of truth.
12 | Troubleshooting Corner
| Symptom | Likely cause | Fix |
|---|---|---|
| Calendar slots show as busy | Two‑way sync not enabled | Settings ▸ Calendar → toggle full sync |
| Duplicate contacts | Multiple imports with variant emails | Merge via Contacts ▸ Duplicates |
| Emails land in spam | Domain not authenticated | Add SPF/DKIM records in DNS (wizard provided) |
| Automation not firing | Trigger condition unmet | Test with sample deal; check date/time filters |
13 | Frequently Asked Questions
Is Brevo CRM really free for unlimited users?
Yes. The Free tier supports unlimited team members, one pipeline, and up to fifty open deals simultaneously.
Can I switch from Free to Pro mid‑month?
Upgrades are prorated instantly; your automations and extra pipelines unlock without downtime.
Does Brevo support deal products or line items?
Yes—add individual products with quantity and unit price; totals roll up into the deal value.
How secure is my data?
Brevo is ISO 27001‑certified, hosts EU data in France and Germany, and offers SSO/SAML on the Enterprise tier.
14 | Conclusion
Brevo CRM combines affordability with a feature set normally locked behind expensive enterprise licences. Whether you start on the Free plan or jump straight to Pro, you’ll gain:
- A visual pipeline your whole team understands
- Automated workflows that eliminate manual busywork
- Unified marketing and sales data for sharper forecasts
Sign up, build your pipeline in under thirty minutes, and watch deal velocity climb.
For deeper guidance—API integration, custom dashboards, or migration from another system—drop your questions in the comments and I’ll craft a follow‑up tutorial.
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