Pipedrive CRM review – Pipedrive Calendar Outlook
We examine Pipedrive, an easy to use CRM that’s got all the basic tools without the premium functions or pricetag. Pipedrive Calendar Outlook.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized businesses. Learn if it’s the best CRM software services( opens in new tab) for your company in our Pipedrive CRM evaluation. Pipedrive Calendar Outlook.
Pipedrive Calendar Outlook
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally user-friendly CRM that’s ideal for small businesses turning to CRM software for the very first time. It permits you to develop an unlimited variety of custom-made offer pipelines and move deals through them simply by dragging and dropping. The platform also offers extremely adjustable reports, straightforward calendar and e-mail integrations, and automated workflows to simplify your sales procedure. Pipedrive Calendar Outlook.
While Pipedrive does a terrific task with the tools it has, it’s missing out on a lot of tools that growing companies require. It doesn’t use project management tools and there are fairly few email marketing tools. You likewise need to pay additional for web types and chatbots that can help you produce new leads.
Overall, we delight in the experience of using Pipedrive, however we do not think the platform stands out in the congested field of CRM software application. For approximately half the rate, Apptivo is just as easy to use, offers just as many modification alternatives, and includes e-mail marketing and job management tools. Pipedrive Calendar Outlook.
Pipedrive CRM key features
Among the best things about Pipedrive is how easy it is to manage deals. The platform starts you off with a default offer pipeline that should work for a lot of companies. You can produce an endless number of customized offer pipelines, each with as numerous steps as you require. The offer pipelines are basically kanban boards, allowing you to drag and drop deals from one phase to the next as your sales group makes progress.
Pipedrive Calendar Outlook
Pipedrive includes a built-in calendar for quickly scheduling meetings and jobs. If you utilize Outlook or Google Calendar, you can establish automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline allows you to propose meeting times to a customer by designating specific times that you’re readily available. Helpfully, upcoming conferences are displayed in your deal pipelines by a series of icons.
Pipedrive deals a brand-new suite of tools called Leadbooster to assist you find new leads. This is a paid add-on to any of Pipedrive’s plans that expenses $39 each month. It consists of basic web forms that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster likewise includes a web scraping tool that can assist you find potential clients from a database of more than 400 million online profiles. Pipedrive Calendar Outlook.
The reporting interface in Pipedrive is another emphasize of this platform. You can create an unlimited number of custom reporting dashboards and lots of custom-made reports. All information 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 includes more than 30 workflow templates that can instantly move deals through your pipeline, schedule meetings, or trigger emails. You can likewise produce your own workflows utilizing an uncomplicated visual modifying interface. Pipedrive Calendar Outlook.
Pipedrive CRM: What’s new?
Pipedrive has been hectic making updates to its platform considering that we last evaluated this CRM. It just recently included integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Calendar Outlook.
Pipedrive also added two-factor authentication and provided users the ability to group custom reports within the reporting control panel.
Pipedrive Calendar Outlook
Pipedrive CRM: Pricing
Pipedrive deals four prices plans: Essential, Advanced, Specialist, and Business. All strategies consist of unrestricted offer pipelines, contacts and adjustable reports.
Pipedrive CRM Essential Strategy
The Essential strategy has only minimal activity management functions and doesn’t include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan includes automation, however does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Strategy
The Expert plan enables you to organize your sales workers into teams, supplies more in-depth reporting options, and provides custom-made report fields.
Pipedrive CRM Business Strategy
The Business strategy features phone assistance (in addition to live chat, readily available on all plans) and security signals.
Strategies can be paid monthly, or every year for a discount. You can check out Pipedrive totally free for 14 days before acquiring a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and just how much leeway the custom-made pipelines and control panels manage. Pipedrive Calendar Outlook.
Pipedrive CRM: Including deals
We started operating in Pipedrive by producing a set of deals. The process was extremely easy, since you can add deals right from inside your deal pipeline instead of requiring to first navigate to the pertinent contact.
A pop-up let us include information about the contact behind the deal, the deal’s expected value, which pipeline to include it to, and what phase to put it in. Even better, Pipedrive offered the option of adding custom-made fields to the deal details, which would be excellent for scoring leads and appointing priority to deals. Pipedrive Calendar Outlook.
Setting up a totally new deal pipeline was just as simple. You can add as lots of phases as you want, and Pipedrive allows you to designate a possibility to each phase to suggest the likelihood of a handle the stage closing. (Pipedrive does not utilize previous data to instantly determine these likelihoods.).
Pipedrive Calendar Outlook
Pipedrive CRM: Generating customized reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default control panel and 11 premade reports, which by themselves will provide plenty of information for many small companies. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date range or a set of workers.
Producing a brand-new report only took a few clicks. Pipedrive deals a set of filters that you can integrate with rational operators to produce an extremely specific dataset, which you can then plot onto numerous different chart types. Below the charts, you’ll discover a summary table with all of the appropriate information and an option to export a CSV for further analysis.
All custom reports can be saved and organized into folders for fast access later. Pipedrive Calendar Outlook.
Alternatives to Pipedrive CRM
Pipedrive stick out for being exceptionally easy to use. For the rate, it does not have some advanced features that we have actually seen in similar CRM software application. Pipedrive Calendar Outlook.
Among the most significant rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just a little more than Pipedrive. Zoho CRM offers unrestricted pipelines and dashboards much like Pipedrive, however it likewise uses unrestricted workflow automations with its entry-level strategy. It likewise offers e-mail marketing– a vital function of an extensive CRM– as a basic feature.
The drawback to Zoho CRM is that its feature-rich user interface isn’t easy to use, especially if you’re diving into CRM software for the first time. Our Zoho CRM evaluation( opens in brand-new tab) found that the platform has a steep learning curve. However, navigating that curve might deserve it if your business requires to understand how to prioritize deals or wants to use email marketing to bring in brand-new leads.
Another Pipedrive alternative that deserves a look is Apptivo. This platform is unusual because it offers only a basic set of CRM functions, then lets you tailor the software with dozens of apps. That’s a major benefit if your business is scaling quickly, because you can easily include features onto the software as you require them. Pipedrive Calendar Outlook.
The only thing missing in Apptivo is the ability to drag and drop offers through your pipeline. However that’s barely necessary, and for the rate– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a better option for the majority of growing services. Pipedrive Calendar Outlook.
Pipedrive: Last verdict
Pipedrive is one of the most easy to use CRM platforms we have actually evaluated. It’s simple to browse from the moment you initially open the platform and permits you to just drag and drop offers as they move through your sales pipeline. It’s also highly adjustable, offering endless offer pipelines and exceptional reporting capabilities. Pipedrive Calendar Outlook.
While Pipedrive does a terrific job at helping your group handle deals and set up meetings with prospective clients, we discovered that it’s far more restricted in scope and functionality than contending CRM software. Pipedrive has only the most basic email marketing tools readily available and does not provide any functions for task management. In addition, lead generation features like web types and chatbots require a paid add-on.
Eventually, that implies that Pipedrive can work well for organizations that are upgrading to a CRM for the very first time. Nevertheless, it might not be the best choice for companies that are trying to find an extensive, scalable CRM service.
For that, we think Zoho CRM or Apptivo are much better alternatives. Apptivo in particular stands out due to the fact that it costs considerably less than Pipedrive and uses much of the same functionality. Apptivo’s platform, which utilizes apps like building blocks, can also much better grow with the requirements of your business. Pipedrive Calendar Outlook.