Pipedrive CRM evaluation – Android Pipedrive
We review Pipedrive, an easy to use CRM that’s got all the standard tools without the premium functions or pricetag. Android Pipedrive.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized businesses. Learn if it’s the best CRM software application services( opens in new tab) for your company in our Pipedrive CRM review. Android Pipedrive.
Pipedrive CRM review: Snapshot
Pipedrive is an incredibly easy to use CRM that’s perfect for small businesses relying on CRM software application for the first time. It enables you to construct an unrestricted variety of customized deal pipelines and move deals through them simply by dragging and dropping. The platform also offers highly customizable reports, simple calendar and e-mail combinations, and automated workflows to simplify your sales process. Android Pipedrive.
While Pipedrive does a fantastic task with the tools it has, it’s missing out on a great deal of tools that growing companies require. It does not use job management tools and there are relatively few e-mail marketing tools. You also need to pay extra for web forms and chatbots that can assist you generate new leads.
In general, we enjoy the experience of using Pipedrive, however we don’t believe the platform sticks out in the congested field of CRM software application. For roughly half the cost, Apptivo is just as easy to use, provides just as many modification options, and includes email marketing and job management tools. Android Pipedrive.
Pipedrive CRM key functions
Among the very best aspects of Pipedrive is how easy it is to handle offers. The platform starts you off with a default offer pipeline that must work for a lot of services. You can produce an unrestricted number of custom-made deal pipelines, each with as numerous steps as you need. The deal pipelines are basically kanban boards, enabling you to drag and drop offers from one stage to the next as your sales group makes progress.
Pipedrive includes a built-in calendar for quickly scheduling conferences and jobs. If you use Outlook or Google Calendar, you can set up automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline allows you to propose conference times to a customer by designating specific times that you’re available. Helpfully, upcoming conferences are shown in your offer pipelines by a series of icons.
Pipedrive offers a brand-new suite of tools called Leadbooster to assist you discover new leads. This is a paid add-on to any of Pipedrive’s plans that costs $39 per month. It includes basic web forms that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can help you discover potential customers from a database of more than 400 million online profiles. Android Pipedrive.
The reporting user interface in Pipedrive is another emphasize of this platform. You can create an unrestricted variety of custom reporting dashboards and lots of customized reports. All information can be exported to Excel with a click if you want even more analytical power.
Pipedrive supports automated workflows to assist your sales team remain on leading deals. The software features more than 30 workflow design templates that can immediately move offers through your pipeline, schedule conferences, or activate emails. You can also produce your own workflows utilizing a simple visual editing interface. Android Pipedrive.
Pipedrive CRM: What’s brand-new?
Pipedrive has been busy making updates to its platform since we last evaluated this CRM. It recently included integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Android Pipedrive.
Pipedrive also added two-factor authentication and gave users the capability to group custom-made reports within the reporting dashboard.
Pipedrive CRM: Prices
Pipedrive deals four rates plans: Vital, Advanced, Professional, and Enterprise. All plans include unrestricted offer pipelines, contacts and adjustable reports.
Pipedrive CRM Essential Plan
The Important plan has just restricted activity management functions and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, however does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Specialist plan allows you to arrange your sales workers into groups, supplies more detailed reporting options, and provides custom report fields.
Pipedrive CRM Enterprise Strategy
The Enterprise plan features phone support (in addition to live chat, offered on all strategies) and security informs.
Plans can be paid monthly, or yearly for a discount. You can try Pipedrive totally free for 2 week before buying a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and just how much freedom the customized pipelines and control panels pay for. Android Pipedrive.
Pipedrive CRM: Adding offers
We started operating in Pipedrive by creating a set of deals. The process was incredibly simple, because you can add offers right from inside your deal pipeline instead of needing to very first browse to the relevant contact.
A pop-up let us include details about the contact behind the offer, the deal’s anticipated value, which pipeline to include it to, and what phase to put it in. Even better, Pipedrive provided the choice of including custom-made fields to the offer information, which would be excellent for scoring leads and appointing concern to offers. Android Pipedrive.
Establishing a totally new deal pipeline was just as easy. You can add as numerous stages as you desire, and Pipedrive allows you to designate a possibility to each stage to indicate the likelihood of a deal in the stage closing. (Pipedrive doesn’t utilize previous information to instantly determine these likelihoods.).
Pipedrive CRM: Generating custom-made reports
Browsing the reporting module within Pipedrive was just as straightforward. The platform includes a default dashboard and 11 premade reports, which on their own will provide lots of information for lots of small businesses. Reports in the dashboard can be rearranged simply by dragging and dropping and filtered by date variety or a set of workers.
Producing a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can integrate with logical operators to produce an extremely particular dataset, which you can then outline onto a number of different chart types. Below the charts, you’ll discover a summary table with all of the pertinent data and an option to export a CSV for more analysis.
All custom reports can be saved and grouped into folders for fast gain access to later. Android Pipedrive.
Alternatives to Pipedrive CRM
Pipedrive stands out for being very easy to use. For the cost, it lacks some innovative features that we have actually seen in equivalent CRM software application. Android Pipedrive.
One of the most significant rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply somewhat more than Pipedrive. Zoho CRM offers limitless pipelines and control panels just like Pipedrive, however it likewise provides endless workflow automations with its entry-level plan. It also provides e-mail marketing– a crucial function of a thorough CRM– as a standard function.
The disadvantage to Zoho CRM is that its feature-rich user interface isn’t easy to use, specifically if you’re diving into CRM software for the first time. Our Zoho CRM review( opens in new tab) discovered that the platform has a high knowing curve. However, navigating that curve might deserve it if your company needs to know how to focus on offers or wants to utilize e-mail marketing to generate new leads.
Another Pipedrive alternative that deserves an appearance is Apptivo. This platform is uncommon because it provides just a basic set of CRM functions, then lets you personalize the software application with lots of apps. That’s a significant benefit if your service is scaling quickly, since you can easily include features onto the software application as you need them. Android Pipedrive.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. But that’s hardly vital, and for the price– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a better option for many growing services. Android Pipedrive.
Pipedrive: Final verdict
Pipedrive is among the most user-friendly CRM platforms we have actually evaluated. It’s easy to browse from the moment you initially open the platform and allows you to just drag and drop deals as they move through your sales pipeline. It’s likewise extremely personalized, offering limitless offer pipelines and exceptional reporting capabilities. Android Pipedrive.
While Pipedrive does a terrific job at assisting your team handle deals and established conferences with prospective customers, we discovered that it’s much more minimal in scope and performance than contending CRM software. Pipedrive has only the most basic e-mail marketing tools offered and does not provide any features for job management. In addition, list building functions like web types and chatbots need a paid add-on.
Eventually, that implies that Pipedrive can work well for services that are updating to a CRM for the first time. It may not be the best alternative for companies that are looking for an extensive, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are better choices. Apptivo in particular stands out due to the fact that it costs significantly less than Pipedrive and uses much of the very same functionality. Apptivo’s platform, which utilizes apps like building blocks, can likewise better grow with the requirements of your company. Android Pipedrive.