Pipedrive CRM review – Pipedrive Platinum Plan
We review Pipedrive, an easy to use CRM that’s got all the fundamental tools without the premium features or pricetag. Pipedrive Platinum Plan.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized businesses. Find out if it’s the best CRM software solutions( opens in new tab) for your business in our Pipedrive CRM review. Pipedrive Platinum Plan.
Pipedrive Platinum Plan
Pipedrive CRM evaluation: Snapshot
Pipedrive is a very user-friendly CRM that’s perfect for small businesses turning to CRM software for the first time. It enables you to construct an unlimited variety of custom-made offer pipelines and move offers through them simply by dragging and dropping. The platform also offers highly adjustable reports, uncomplicated calendar and e-mail integrations, and automated workflows to enhance your sales process. Pipedrive Platinum Plan.
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While Pipedrive does a great job with the tools it has, it’s missing a great deal of tools that growing businesses require. It does not use project management tools and there are reasonably couple of e-mail marketing tools. You also need to pay additional for web forms and chatbots that can help you produce new leads.
In general, we take pleasure in the experience of using Pipedrive, but we do not think the platform sticks out in the crowded field of CRM software. For approximately half the price, Apptivo is just as easy to use, provides just as lots of customization choices, and includes email marketing and task management tools. Pipedrive Platinum Plan.
Pipedrive CRM key functions
Among the best things about Pipedrive is how easy it is to manage deals. The platform begins you off with a default offer pipeline that ought to work for a lot of companies. You can create an endless number of custom-made offer pipelines, each with as numerous steps as you need. The offer pipelines are basically kanban boards, enabling you to drag and drop offers from one stage to the next as your sales team makes progress.
Pipedrive Platinum Plan
Pipedrive consists of a built-in calendar for easily setting up meetings and jobs. If you utilize Outlook or Google Calendar, you can establish automated 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 meetings 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 brand-new leads. This is a paid add-on to any of Pipedrive’s plans that expenses $39 each month. It consists of 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 assist you find potential clients from a database of more than 400 million online profiles. Pipedrive Platinum Plan.
The reporting interface in Pipedrive is another emphasize of this platform. You can develop a limitless variety of custom-made reporting control panels and dozens of customized 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 team stay on top offers. The software comes with more than 30 workflow templates that can immediately move offers through your pipeline, schedule meetings, or activate emails. You can also produce your own workflows using a straightforward visual editing interface. Pipedrive Platinum Plan.
Pipedrive CRM: What’s brand-new?
Pipedrive has been hectic making updates to its platform given that we last examined this CRM. It just recently included integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Platinum Plan.
Pipedrive likewise included two-factor authentication and gave users the capability to group custom-made reports within the reporting dashboard.
Pipedrive Platinum Plan
Pipedrive CRM: Prices
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Pipedrive deals 4 rates plans: Vital, Advanced, Expert, and Enterprise. All plans consist of limitless deal pipelines, contacts and customizable reports.
Pipedrive CRM Important Plan
The Essential plan has just restricted activity management features and does not include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, but lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Strategy
The Specialist plan allows you to organize your sales staff members into groups, supplies more in-depth reporting choices, and uses custom report fields.
Pipedrive CRM Enterprise Strategy
The Enterprise plan features phone assistance (in addition to live chat, readily available on all strategies) and security notifies.
Plans can be paid monthly, or yearly for a discount. You can check out Pipedrive for free for 14 days prior to acquiring a strategy.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to use and just how much freedom the custom-made pipelines and control panels manage. Pipedrive Platinum Plan.
Pipedrive CRM: Adding offers
We started working in Pipedrive by producing a set of offers. The procedure was exceptionally easy, since you can add deals right from inside your offer pipeline instead of requiring to very first browse to the relevant contact.
A pop-up let us include information about the contact behind the deal, the offer’s anticipated worth, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive offered the choice of adding customized fields to the deal information, which would be terrific for scoring leads and designating concern to deals. Pipedrive Platinum Plan.
Establishing a totally new deal pipeline was just as simple. You can add as many phases as you desire, and Pipedrive enables you to designate a possibility to each stage to suggest the likelihood of a deal in the stage closing. (Pipedrive doesn’t utilize past information to instantly calculate these possibilities.).
Pipedrive Platinum Plan
Pipedrive CRM: Generating customized reports
Navigating the reporting module within Pipedrive was just as simple. The platform consists of a default dashboard and 11 premade reports, which on their own will offer a lot of details for numerous small businesses. Reports in the control panel can be reorganized simply by dragging and dropping and filtered by date range or a set of staff members.
Producing a brand-new report just took a few clicks. Pipedrive deals a set of filters that you can combine with rational operators to produce an extremely specific dataset, which you can then outline onto a number of various chart types. Listed below the charts, you’ll discover a summary table with all of the appropriate data and an alternative to export a CSV for more analysis.
All custom reports can be saved and grouped into folders for quick access later. Pipedrive Platinum Plan.
Alternatives to Pipedrive CRM
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Pipedrive stick out for being very easy to use. For the price, it lacks some innovative features that we’ve seen in similar CRM software application. Pipedrive Platinum Plan.
One of the most significant rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply a little more than Pipedrive. Zoho CRM uses unlimited pipelines and dashboards much like Pipedrive, but it likewise provides endless workflow automations with its entry-level plan. It also offers e-mail marketing– a critical function of a thorough CRM– as a basic function.
The disadvantage to Zoho CRM is that its feature-rich interface isn’t easy to use, especially if you’re diving into CRM software for the first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a steep knowing curve. Navigating that curve might be worth it if your organization requires to understand how to prioritize offers or desires to utilize e-mail marketing to bring in new leads.
Another Pipedrive option that’s worth a look is Apptivo. This platform is uncommon in that it provides only a fundamental set of CRM functions, then lets you tailor the software with lots of apps. That’s a major advantage if your service is scaling quickly, given that you can easily include functions onto the software application as you need them. Pipedrive Platinum Plan.
The only thing missing out on in Apptivo is the capability to drag and drop offers through your pipeline. But that’s barely important, and for the price– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a better choice for the majority of growing companies. Pipedrive Platinum Plan.
Pipedrive: Final verdict
Pipedrive is one of the most easy to use CRM platforms we’ve evaluated. It’s simple to navigate from the moment you initially open the platform and permits you to just drag and drop deals as they move through your sales pipeline. It’s also extremely adjustable, providing endless deal pipelines and outstanding reporting abilities. Pipedrive Platinum Plan.
While Pipedrive does a terrific job at helping your team handle offers and established meetings with potential customers, we found that it’s a lot more minimal in scope and functionality than competing CRM software application. Pipedrive has only one of the most fundamental e-mail marketing tools available and does not provide any features for task management. In addition, list building features like web kinds and chatbots need a paid add-on.
Ultimately, that indicates that Pipedrive can work well for companies that are upgrading to a CRM for the very first time. However, it may not be the best option for organizations that are looking for a thorough, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are better options. Apptivo in particular sticks out since it costs considerably less than Pipedrive and provides much of the same functionality. Apptivo’s platform, which utilizes apps like foundation, can likewise much better grow with the requirements of your company. Pipedrive Platinum Plan.
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