Pipedrive CRM review – Pipedrive Exchange Calendar
We evaluate Pipedrive, an easy to use CRM that’s got all the fundamental tools without the premium functions or pricetag. Pipedrive Exchange Calendar.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized companies. Find out if it’s the very best CRM software options( opens in new tab) for your company in our Pipedrive CRM review. Pipedrive Exchange Calendar.
Pipedrive Exchange Calendar
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely user-friendly CRM that’s ideal for small businesses turning to CRM software for the first time. It permits you to develop an unrestricted variety of customized deal pipelines and move deals through them simply by dragging and dropping. The platform also provides highly adjustable reports, simple calendar and email combinations, and automated workflows to streamline your sales procedure. Pipedrive Exchange Calendar.
While Pipedrive does a terrific job with the tools it has, it’s missing out on a lot of tools that growing businesses require. It doesn’t provide task management tools and there are reasonably few email marketing tools. You also have to pay extra for web kinds and chatbots that can help you create brand-new leads.
In general, we take pleasure in the experience of using Pipedrive, but we don’t think the platform stands apart in the congested field of CRM software application. For roughly half the cost, Apptivo is just as easy to use, provides just as many customization options, and consists of e-mail marketing and job management tools. Pipedrive Exchange Calendar.
Pipedrive CRM key features
Among the very best features of Pipedrive is how easy it is to handle deals. The platform begins you off with a default deal pipeline that need to work for a lot of organizations. You can develop an endless number of customized offer pipelines, each with as many actions as you require. The deal pipelines are basically kanban boards, permitting you to drag and drop offers from one phase to the next as your sales team makes progress.
Pipedrive Exchange Calendar
Pipedrive includes a built-in calendar for quickly scheduling conferences and tasks. If you use Outlook or Google Calendar, you can establish automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose meeting times to a client by designating specific times that you’re readily available. Helpfully, upcoming conferences are shown in your offer pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to help you find brand-new leads. This is a paid add-on to any of Pipedrive’s strategies that expenses $39 each month. It includes basic web forms that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can assist you find potential clients from a database of more than 400 million online profiles. Pipedrive Exchange Calendar.
The reporting interface in Pipedrive is another highlight of this platform. You can produce an endless number of custom reporting dashboards and dozens of customized reports. All data can be exported to Excel with a click if you want even more analytical power.
Pipedrive supports automated workflows to help your sales team stay on leading deals. The software comes with more than 30 workflow templates that can immediately move deals through your pipeline, schedule conferences, or trigger emails. You can also create your own workflows utilizing a straightforward visual modifying interface. Pipedrive Exchange Calendar.
Pipedrive CRM: What’s brand-new?
Pipedrive has been busy making updates to its platform given that we last evaluated this CRM. It recently added combinations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Exchange Calendar.
Pipedrive also included two-factor authentication and provided users the capability to group custom-made reports within the reporting control panel.
Pipedrive Exchange Calendar
Pipedrive CRM: Pricing
Pipedrive offers four rates plans: Essential, Advanced, Professional, and Business. All plans consist of limitless offer pipelines, contacts and personalized reports.
Pipedrive CRM Vital Strategy
The Necessary plan has just limited activity management functions and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan includes automation, but does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Strategy
The Expert strategy enables you to organize your sales staff members into groups, provides more detailed reporting options, and provides customized report fields.
Pipedrive CRM Business Strategy
The Business strategy features phone support (in addition to live chat, offered on all plans) and security notifies.
Strategies can be paid monthly, or yearly for a discount. You can experiment with Pipedrive free of charge for 14 days before buying a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to use and how much freedom the custom pipelines and control panels pay for. Pipedrive Exchange Calendar.
Pipedrive CRM: Including offers
We began operating in Pipedrive by creating a set of deals. The process was exceptionally easy, because you can include offers right from inside your offer pipeline instead of needing to very first browse to the pertinent contact.
A pop-up let us add information about the contact behind the offer, the offer’s anticipated worth, which pipeline to add it to, and what stage to put it in. Even better, Pipedrive used the alternative of adding custom fields to the deal information, which would be excellent for scoring leads and appointing top priority to offers. Pipedrive Exchange Calendar.
Establishing a completely new deal pipeline was just as easy. You can add as numerous phases as you desire, and Pipedrive enables you to assign a possibility to each phase to suggest the probability of a deal in the stage closing. (Pipedrive does not use previous data to automatically compute these likelihoods.).
Pipedrive Exchange Calendar
Pipedrive CRM: Getting customized reports
Browsing the reporting module within Pipedrive was just as simple. The platform includes a default control panel and 11 premade reports, which on their own will provide a lot of information for numerous small businesses. Reports in the dashboard can be reorganized just by dragging and dropping and filtered by date range or a set of staff members.
Producing a new report just took a few clicks. Pipedrive deals a set of filters that you can combine with rational operators to develop an extremely particular dataset, which you can then plot onto several different chart types. Below the charts, you’ll find a summary table with all of the pertinent information and an alternative to export a CSV for more analysis.
All customized reports can be saved and organized into folders for quick access later on. Pipedrive Exchange Calendar.
Alternatives to Pipedrive CRM
Pipedrive stands out for being extremely easy to use. For the rate, it does not have some sophisticated features that we have actually seen in similar CRM software. Pipedrive Exchange Calendar.
Among the most notable rivals to Pipedrive is Zoho CRM( opens in new tab), which costs simply a little more than Pipedrive. Zoho CRM uses endless pipelines and control panels similar to Pipedrive, however it likewise provides unrestricted workflow automations with its entry-level plan. It also provides e-mail marketing– an important function of a thorough CRM– as a basic feature.
The drawback to Zoho CRM is that its feature-rich interface isn’t easy to use, particularly if you’re diving into CRM software for the very first time. Our Zoho CRM evaluation( opens in brand-new tab) discovered that the platform has a high knowing curve. Navigating that curve might be worth it if your business requires to know how to prioritize offers or wants to utilize email marketing to bring in new leads.
Another Pipedrive alternative that’s worth an appearance is Apptivo. This platform is unusual in that it offers only a fundamental set of CRM functions, then lets you customize the software application with dozens of apps. That’s a significant benefit if your organization is scaling quickly, since you can quickly add features onto the software as you require them. Pipedrive Exchange Calendar.
The only thing missing in Apptivo is the ability to drag and drop deals through your pipeline. That’s hardly vital, and for the cost– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better choice for most growing organizations. Pipedrive Exchange Calendar.
Pipedrive: Last verdict
Pipedrive is among the most easy to use CRM platforms we have actually checked. It’s simple to browse from the minute you first open the platform and permits you to just drag and drop deals as they move through your sales pipeline. It’s likewise highly adjustable, offering limitless deal pipelines and excellent reporting abilities. Pipedrive Exchange Calendar.
While Pipedrive does a terrific task at assisting your team handle offers and established meetings with possible clients, we discovered that it’s a lot more minimal in scope and performance than contending CRM software. Pipedrive has only the most basic email marketing tools available and does not provide any functions for project management. In addition, lead generation functions like web forms and chatbots need a paid add-on.
Ultimately, that indicates that Pipedrive can work well for companies that are updating to a CRM for the first time. It may not be the best choice for companies that are looking for a detailed, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are better choices. Apptivo in particular stands out because it costs significantly less than Pipedrive and uses much of the very same performance. Apptivo’s platform, which uses apps like foundation, can likewise better grow with the needs of your service. Pipedrive Exchange Calendar.