Pipedrive CRM review – Free Software Like Pipedrive
We review Pipedrive, an easy to use CRM that’s got all the basic tools without the premium functions or pricetag. Free Software Like Pipedrive.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized businesses. Discover if it’s the very best CRM software solutions( opens in new tab) for your business in our Pipedrive CRM evaluation. Free Software Like Pipedrive.
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Pipedrive CRM evaluation: Snapshot
Pipedrive is a very easy to use CRM that’s perfect for small businesses turning to CRM software for the very first time. It enables you to build an unlimited number of custom deal pipelines and move deals through them simply by dragging and dropping. The platform also provides highly adjustable reports, uncomplicated calendar and e-mail integrations, and automated workflows to improve your sales procedure. Free Software Like Pipedrive.
While Pipedrive does a terrific task with the tools it has, it’s missing out on a lot of tools that growing organizations require. It does not provide job management tools and there are reasonably few e-mail marketing tools. You likewise have to pay extra for web forms and chatbots that can help you produce new leads.
Overall, we enjoy the experience of using Pipedrive, however we do not believe the platform stands out in the congested field of CRM software. For approximately half the rate, Apptivo is just as easy to use, offers just as many customization alternatives, and consists of e-mail marketing and project management tools. Free Software Like Pipedrive.
Pipedrive CRM key features
Among the very best aspects of Pipedrive is how simple it is to manage offers. The platform starts you off with a default deal pipeline that should work for most organizations. You can create an unrestricted number of custom-made deal pipelines, each with as many actions as you require. The deal pipelines are basically kanban boards, enabling you to drag and drop offers from one phase to the next as your sales group makes progress.
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Pipedrive consists of an integrated calendar for quickly setting up meetings and jobs. If you utilize Outlook or Google Calendar, you can set up automated two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose conference times to a customer by designating particular times that you’re offered. Helpfully, upcoming meetings are shown in your offer pipelines by a series of icons.
Pipedrive offers a 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 monthly. It includes easy web kinds that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster likewise comes with a web scraping tool that can help you discover possible customers from a database of more than 400 million online profiles. Free Software Like Pipedrive.
The reporting user interface in Pipedrive is another highlight of this platform. You can produce an unlimited variety of custom reporting dashboards and lots of custom reports. All data can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to help your sales group remain on top offers. The software application features more than 30 workflow design templates that can automatically move deals through your pipeline, schedule conferences, or set off e-mails. You can likewise develop your own workflows utilizing a simple visual editing user interface. Free Software Like Pipedrive.
Pipedrive CRM: What’s brand-new?
Pipedrive has actually been hectic making updates to its platform given that we last reviewed this CRM. It recently included combinations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Free Software Like Pipedrive.
Pipedrive likewise added two-factor authentication and provided users the capability to group custom-made reports within the reporting control panel.
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Pipedrive CRM: Rates
Pipedrive deals four pricing strategies: Necessary, Advanced, Expert, and Business. All plans consist of unrestricted offer pipelines, contacts and personalized reports.
Pipedrive CRM Essential Strategy
The Necessary plan has just restricted activity management features and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy includes automation, but lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Strategy
The Professional strategy allows you to organize your sales employees into groups, supplies more detailed reporting options, and offers customized report fields.
Pipedrive CRM Enterprise Strategy
The Enterprise plan comes with phone assistance (in addition to live chat, readily available on all plans) and security signals.
Plans can be paid monthly, or each year for a discount rate. You can try out Pipedrive totally free for 2 week before buying a plan.
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. Free Software Like Pipedrive.
Pipedrive CRM: Adding offers
We started operating in Pipedrive by producing a set of offers. The procedure was exceptionally simple, because you can include deals right from inside your offer pipeline instead of needing to first navigate to the appropriate contact.
A pop-up let us add information about the contact behind the offer, the offer’s anticipated value, which pipeline to include it to, and what stage to put it in. Even better, Pipedrive offered the option of including custom fields to the deal information, which would be great for scoring leads and designating top priority to offers. Free Software Like Pipedrive.
Setting up an entirely new deal pipeline was just as easy. You can add as numerous phases as you desire, and Pipedrive enables you to appoint a possibility to each phase to suggest the possibility of a handle the stage closing. (Pipedrive does not use previous data to instantly determine these likelihoods.).
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Pipedrive CRM: Getting custom reports
Navigating the reporting module within Pipedrive was just as simple. The platform consists of a default dashboard and 11 premade reports, which by themselves will provide a lot of details for lots of small companies. Reports in the control panel can be rearranged just by dragging and dropping and filtered by date range or a set of employees.
Creating a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can combine with sensible operators to develop a highly specific dataset, which you can then outline onto numerous various chart types. Below the charts, you’ll discover a summary table with all of the relevant information and an alternative to export a CSV for additional analysis.
All custom reports can be conserved and organized into folders for quick access later. Free Software Like Pipedrive.
Alternatives to Pipedrive CRM
Pipedrive stands out for being exceptionally easy to use. Nevertheless, for the price, it lacks some innovative features that we’ve seen in similar CRM software. Free Software Like Pipedrive.
One of the most noteworthy rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just a little more than Pipedrive. Zoho CRM provides limitless pipelines and dashboards much like Pipedrive, but it likewise provides endless workflow automations with its entry-level plan. It likewise provides email marketing– a vital function of a thorough CRM– as a standard feature.
The downside to Zoho CRM is that its feature-rich interface isn’t easy to use, particularly if you’re diving into CRM software application for the very first time. Our Zoho CRM evaluation( opens in brand-new tab) discovered that the platform has a high learning curve. Navigating that curve may be worth it if your service needs to know how to prioritize deals or wants to utilize email marketing to bring in new leads.
Another Pipedrive option that deserves an appearance is Apptivo. This platform is unusual because it supplies just a basic set of CRM functions, then lets you personalize the software with lots of apps. That’s a major benefit if your organization is scaling rapidly, since you can easily add features onto the software application as you need them. Free Software Like Pipedrive.
The only thing missing in Apptivo is the capability to drag and drop deals through your pipeline. That’s hardly necessary, and for the price– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a better choice for the majority of growing companies. Free Software Like Pipedrive.
Pipedrive: Final decision
Pipedrive is among the most easy to use CRM platforms we’ve tested. It’s easy to browse from the moment you initially open the platform and allows you to merely drag and drop offers as they move through your sales pipeline. It’s also extremely customizable, offering endless deal pipelines and excellent reporting capabilities. Free Software Like Pipedrive.
While Pipedrive does a great task at assisting your group handle offers and established conferences with possible clients, we discovered that it’s far more limited in scope and performance than contending CRM software application. Pipedrive has only the most basic e-mail marketing tools available and doesn’t use any features for task management. In addition, list building functions like web kinds and chatbots require a paid add-on.
Eventually, that implies that Pipedrive can work well for companies that are upgrading to a CRM for the very first time. It may not be the finest alternative for organizations that are looking for a thorough, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are better alternatives. Apptivo in particular stands out because it costs significantly less than Pipedrive and uses much of the very same functionality. Apptivo’s platform, which uses apps like building blocks, can also much better grow with the requirements of your organization. Free Software Like Pipedrive.