Pipedrive CRM review – Pipedrive Reviews 2016
We review Pipedrive, an easy to use CRM that’s got all the fundamental tools without the premium functions or pricetag. Pipedrive Reviews 2016.
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 application options( opens in brand-new tab) for your company in our Pipedrive CRM review. Pipedrive Reviews 2016.
Pipedrive Reviews 2016
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely easy to use CRM that’s ideal for small businesses relying on CRM software for the very first time. It enables you to build an endless variety of custom-made offer pipelines and move offers through them just by dragging and dropping. The platform likewise uses highly customizable reports, uncomplicated calendar and email integrations, and automated workflows to improve your sales process. Pipedrive Reviews 2016.
While Pipedrive does a terrific task with the tools it has, it’s missing a lot of tools that growing organizations need. It does not offer project management tools and there are relatively few email marketing tools. You likewise have to pay additional for web kinds and chatbots that can assist you produce new leads.
In general, we enjoy 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 price, Apptivo is just as easy to use, offers just as lots of personalization alternatives, and consists of e-mail marketing and job management tools. Pipedrive Reviews 2016.
Pipedrive CRM key functions
Among the best things about Pipedrive is how easy it is to handle offers. The platform begins you off with a default deal pipeline that should work for the majority of services. Additionally, you can produce an endless variety of customized deal pipelines, each with as lots of actions as you require. The deal pipelines are basically kanban boards, enabling you to drag and drop offers from one stage to the next as your sales group makes progress.
Pipedrive Reviews 2016
Pipedrive consists of a built-in calendar for easily arranging meetings 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 conference times to a customer by designating specific times that you’re readily available. Helpfully, upcoming meetings are shown in your deal pipelines by a series of icons.
Pipedrive deals a brand-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 expenses $39 each month. It includes easy web types that you can embed in your website in addition to a live chat module with an optional chatbot. Leadbooster likewise comes with a web scraping tool that can help you discover prospective clients from a database of more than 400 million online profiles. Pipedrive Reviews 2016.
The reporting interface in Pipedrive is another emphasize of this platform. You can produce a limitless variety of custom reporting control panels and lots 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 group stay on top offers. The software features more than 30 workflow templates that can automatically move deals through your pipeline, schedule conferences, or trigger emails. You can likewise create your own workflows utilizing an uncomplicated visual editing interface. Pipedrive Reviews 2016.
Pipedrive CRM: What’s brand-new?
Pipedrive has been busy making updates to its platform since we last examined this CRM. It just recently added combinations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Reviews 2016.
Pipedrive also included two-factor authentication and offered users the capability to group customized reports within the reporting control panel.
Pipedrive Reviews 2016
Pipedrive CRM: Prices
Pipedrive deals 4 pricing strategies: Vital, Advanced, Expert, and Enterprise. All strategies consist of endless offer pipelines, contacts and personalized reports.
Pipedrive CRM Essential Plan
The Vital plan has only limited activity management functions and does not include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy 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, supplies more detailed reporting options, and provides custom report fields.
Pipedrive CRM Business Plan
The Enterprise plan comes with phone assistance (in addition to live chat, readily available on all plans) and security alerts.
Strategies can be paid monthly, or each year for a discount rate. You can experiment with Pipedrive totally free for 2 week prior to purchasing a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to use and just how much freedom the custom-made pipelines and control panels manage. Pipedrive Reviews 2016.
Pipedrive CRM: Adding offers
We started operating in Pipedrive by producing a set of offers. The process was extremely easy, since you can include offers right from inside your offer pipeline instead of requiring to very first navigate to the pertinent contact.
A pop-up let us include details about the contact behind the deal, the deal’s anticipated worth, which pipeline to add it to, and what phase to put it in. Even much better, Pipedrive provided the choice of adding custom-made fields to the deal details, which would be terrific for scoring leads and appointing priority to offers. Pipedrive Reviews 2016.
Establishing a completely new deal pipeline was just as easy. You can include as many phases as you want, and Pipedrive enables you to appoint a probability to each phase to indicate the likelihood of a deal in the stage closing. (Pipedrive does not use past data to automatically compute these possibilities.).
Pipedrive Reviews 2016
Pipedrive CRM: Getting custom-made reports
Browsing the reporting module within Pipedrive was just as simple. The platform consists of a default control panel and 11 premade reports, which by themselves will offer plenty of details for many small businesses. Reports in the control panel can be rearranged just by dragging and dropping and filtered by date variety or a set of workers.
Creating a new report just took a couple of clicks. Pipedrive offers a set of filters that you can integrate with logical operators to create an extremely specific dataset, which you can then outline onto a number of various chart types. Listed below the charts, you’ll find a summary table with all of the appropriate information and a choice to export a CSV for additional analysis.
All customized reports can be saved and grouped into folders for quick gain access to later on. Pipedrive Reviews 2016.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being very easy to use. Nevertheless, for the rate, it lacks some sophisticated features that we have actually seen in comparable CRM software application. Pipedrive Reviews 2016.
Among the most notable rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply slightly more than Pipedrive. Zoho CRM uses unlimited pipelines and control panels similar to Pipedrive, however it likewise provides endless workflow automations with its entry-level plan. It likewise provides email marketing– a vital function of a comprehensive CRM– as a standard feature.
The disadvantage to Zoho CRM is that its feature-rich interface isn’t easy to use, specifically if you’re diving into CRM software application for the very first time. Our Zoho CRM review( opens in new tab) discovered that the platform has a high knowing curve. However, browsing that curve may deserve it if your service requires to know how to focus on deals or wants to use email marketing to generate brand-new leads.
Another Pipedrive alternative that deserves a look is Apptivo. This platform is uncommon in that it supplies just a basic set of CRM functions, then lets you tailor the software with lots of apps. That’s a major benefit if your company is scaling quickly, because you can easily include features onto the software application as you require them. Pipedrive Reviews 2016.
The only thing missing in Apptivo is the ability to drag and drop offers through your pipeline. However that’s barely important, and for the rate– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better choice for a lot of growing businesses. Pipedrive Reviews 2016.
Pipedrive: Last verdict
Pipedrive is one of the most user-friendly CRM platforms we’ve evaluated. It’s simple to browse from the moment you first open the platform and allows you to merely drag and drop deals as they move through your sales pipeline. It’s likewise extremely customizable, using endless deal pipelines and outstanding reporting capabilities. Pipedrive Reviews 2016.
While Pipedrive does an excellent job at helping your team manage deals and set up meetings with potential customers, we discovered that it’s a lot more restricted in scope and functionality than competing CRM software. Pipedrive has just one of the most fundamental e-mail marketing tools readily available and doesn’t provide any functions for project management. In addition, list building functions like web kinds and chatbots need a paid add-on.
Eventually, that means that Pipedrive can work well for organizations that are upgrading to a CRM for the first time. It may not be the best alternative for companies that are looking for a thorough, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are much better options. Apptivo in particular sticks out because it costs significantly less than Pipedrive and offers much of the same performance. Apptivo’s platform, which uses apps like building blocks, can likewise much better grow with the requirements of your service. Pipedrive Reviews 2016.