Pipedrive CRM review – Pipedrive Outlook
We evaluate Pipedrive, an user-friendly CRM that’s got all the basic tools without the premium functions or pricetag. Pipedrive Outlook.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized organizations. Find out if it’s the best CRM software application options( opens in brand-new tab) for your company in our Pipedrive CRM review. Pipedrive Outlook.
Pipedrive CRM evaluation: Snapshot
Pipedrive is a very easy to use CRM that’s ideal for small businesses turning to CRM software application for the very first time. It permits you to develop an endless number of custom-made deal pipelines and move deals through them simply by dragging and dropping. The platform also offers extremely adjustable reports, uncomplicated calendar and e-mail integrations, and automated workflows to streamline your sales process. Pipedrive Outlook.
While Pipedrive does an excellent job with the tools it has, it’s missing a lot of tools that growing businesses require. It doesn’t provide job management tools and there are fairly few email marketing tools. You also need to pay additional for web forms and chatbots that can assist you create brand-new leads.
In general, we delight in the experience of using Pipedrive, however we do not think the platform sticks out in the crowded field of CRM software application. For roughly half the rate, Apptivo is just as easy to use, offers just as numerous customization choices, and consists of email marketing and job management tools. Pipedrive Outlook.
Pipedrive CRM key functions
Among the very best aspects of Pipedrive is how simple it is to handle deals. The platform starts you off with a default offer pipeline that need to work for the majority of services. Alternatively, you can produce an endless number of custom deal pipelines, each with as many actions as you need. The offer pipelines are basically kanban boards, allowing you to drag and drop deals from one stage to the next as your sales group makes progress.
Pipedrive consists of a built-in calendar for quickly arranging 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 meeting times to a client by designating particular times that you’re available. Helpfully, upcoming meetings are displayed in your offer pipelines by a series of icons.
Pipedrive offers a brand-new suite of tools called Leadbooster to help you discover brand-new leads. This is a paid add-on to any of Pipedrive’s strategies that expenses $39 monthly. It includes simple web types that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can assist you find potential clients from a database of more than 400 million online profiles. Pipedrive Outlook.
The reporting interface in Pipedrive is another highlight of this platform. You can develop an unrestricted number of custom reporting control panels and dozens of customized reports. All data can be exported to Excel with a click if you want much 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 meetings, or set off e-mails. You can likewise develop your own workflows utilizing a simple visual editing interface. Pipedrive Outlook.
Pipedrive CRM: What’s brand-new?
Pipedrive has actually been hectic making updates to its platform because we last examined this CRM. It recently included integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Outlook.
Pipedrive also included two-factor authentication and gave users the ability to group customized reports within the reporting dashboard.
Pipedrive CRM: Pricing
Pipedrive offers 4 rates plans: Necessary, Advanced, Professional, and Enterprise. All plans consist of limitless deal pipelines, contacts and customizable reports.
Pipedrive CRM Necessary Strategy
The Essential strategy has only minimal activity management functions and does not consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy adds automation, however does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Professional strategy enables you to organize your sales workers into teams, provides more comprehensive reporting choices, and provides customized report fields.
Pipedrive CRM Enterprise Plan
The Business plan includes phone support (in addition to live chat, offered on all strategies) and security signals.
Plans can be paid monthly, or every year for a discount. You can try out Pipedrive free of charge for 2 week before acquiring a plan.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to use and just how much freedom the customized pipelines and dashboards afford. Pipedrive Outlook.
Pipedrive CRM: Including offers
We began operating in Pipedrive by developing a set of deals. The process was exceptionally easy, given that you can include deals right from inside your deal pipeline instead of needing to very first navigate to the pertinent contact.
A pop-up let us add details about the contact behind the offer, the deal’s anticipated worth, which pipeline to add it to, and what stage to put it in. Even much better, Pipedrive offered the alternative of including custom-made fields to the deal information, which would be fantastic for scoring leads and designating priority to deals. Pipedrive Outlook.
Establishing a totally new deal pipeline was just as easy. You can add as numerous phases as you want, and Pipedrive allows you to designate a possibility to each phase to suggest the possibility of a deal in the stage closing. (Pipedrive doesn’t utilize past information to instantly calculate these likelihoods.).
Pipedrive CRM: Getting customized reports
Navigating 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 offer lots of information for lots of small companies. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date range or a set of staff members.
Developing a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can integrate with logical operators to develop a highly particular dataset, which you can then outline onto numerous different chart types. Below the charts, you’ll discover a summary table with all of the appropriate data and an alternative to export a CSV for additional analysis.
All custom-made reports can be conserved and organized into folders for fast gain access to later on. Pipedrive Outlook.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being very easy to use. However, for the rate, it does not have some sophisticated features that we have actually seen in comparable CRM software. Pipedrive Outlook.
Among the most notable competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just a little more than Pipedrive. Zoho CRM uses unrestricted pipelines and dashboards much like Pipedrive, however it likewise provides unlimited workflow automations with its entry-level plan. It likewise provides e-mail marketing– an important function of a comprehensive CRM– as a basic feature.
The downside to Zoho CRM is that its feature-rich interface isn’t easy to use, especially if you’re diving into CRM software for the very first time. Our Zoho CRM evaluation( opens in new tab) discovered that the platform has a high learning curve. However, navigating that curve may deserve it if your business requires to understand how to prioritize offers or wishes to use email marketing to bring in brand-new leads.
Another Pipedrive option that’s worth a look is Apptivo. This platform is unusual because it supplies only a fundamental set of CRM functions, then lets you personalize the software application with lots of apps. That’s a significant advantage if your company is scaling quickly, since you can quickly add functions onto the software application as you need them. Pipedrive Outlook.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. But that’s hardly essential, and for the rate– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a much better choice for the majority of growing businesses. Pipedrive Outlook.
Pipedrive: Last verdict
Pipedrive is one of the most user-friendly CRM platforms we have actually tested. It’s simple to browse from the moment you first 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 limitless offer pipelines and outstanding reporting abilities. Pipedrive Outlook.
While Pipedrive does a fantastic task at helping your group manage offers and set up conferences with potential clients, we found that it’s much more limited in scope and performance than completing CRM software. Pipedrive has only the most basic e-mail marketing tools offered and doesn’t offer any features for job management. In addition, lead generation features like web types and chatbots need a paid add-on.
Eventually, that suggests that Pipedrive can work well for organizations that are upgrading to a CRM for the very first time. However, it might not be the best alternative for businesses that are searching for an extensive, scalable CRM option.
For that, we think Zoho CRM or Apptivo are much better options. Apptivo in particular stands apart since it costs considerably less than Pipedrive and offers much of the very same functionality. Apptivo’s platform, which uses apps like foundation, can likewise much better grow with the needs of your service. Pipedrive Outlook.