Pipedrive CRM evaluation – Can I Integrate Pipedrive Into Podio
We evaluate Pipedrive, an user-friendly CRM that’s got all the standard tools without the premium features or pricetag.Can I Integrate Pipedrive Into Podio.
Can I Integrate Pipedrive Into Podio
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized businesses. Find out if it’s the best CRM software solutions( opens in brand-new tab) for your company in our Pipedrive CRM evaluation.
–>> Click Here to Try Pipedrive for FREE
Pipedrive CRM review: Snapshot
Pipedrive is a very user-friendly CRM that’s perfect for small companies turning to CRM software for the very first time. It permits you to build an unrestricted number of customized offer pipelines and move offers through them simply by dragging and dropping. The platform likewise offers extremely personalized reports, simple calendar and email integrations, and automated workflows to enhance your sales procedure.
While Pipedrive does a terrific job with the tools it has, it’s missing out on a lot of tools that growing services need. It does not offer project management tools and there are fairly few e-mail marketing tools. You also have to pay extra for web kinds and chatbots that can assist you create new leads. Can I Integrate Pipedrive Into Podio.
Overall, we delight in the experience of using Pipedrive, however we don’t believe the platform stands out in the congested field of CRM software application. For roughly half the price, Apptivo is just as easy to use, uses just as numerous modification options, and consists of email marketing and task management tools.
Can I Integrate Pipedrive Into Podio
Can I Integrate Pipedrive Into Podio
Pipedrive CRM essential functions
Among the best aspects of Pipedrive is how easy it is to handle offers. The platform starts you off with a default offer pipeline that need to work for many businesses. Additionally, you can produce a limitless number of custom-made deal pipelines, each with as lots of actions as you need. The deal pipelines are basically kanban boards, allowing you to drag and drop offers from one phase to the next as your sales team makes progress.
–>> Click Here to Try Pipedrive for FREE
Pipedrive includes an integrated calendar for quickly scheduling conferences and tasks. If you utilize 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 customer by designating particular times that you’re readily available. Helpfully, upcoming meetings are displayed in your deal 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 plans that expenses $39 each month. It consists of basic web types that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can help you find potential clients from a database of more than 400 million online profiles. Can I Integrate Pipedrive Into Podio.
The reporting interface in Pipedrive is another highlight of this platform. You can create an unrestricted variety of custom-made reporting control panels and lots of custom 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 top deals. The software application includes more than 30 workflow design templates that can immediately move deals through your pipeline, schedule conferences, or set off emails. You can likewise develop your own workflows utilizing an uncomplicated visual modifying interface.
Can I Integrate Pipedrive Into Podio
Pipedrive CRM: What’s new?
Pipedrive has actually been busy making updates to its platform considering that we last examined this CRM. It recently included integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks.
Pipedrive also added two-factor authentication and provided users the capability to group custom-made reports within the reporting dashboard.
Pipedrive CRM: Pricing
Pipedrive offers 4 rates strategies: Vital, Advanced, Specialist, and Enterprise. All strategies include unrestricted offer pipelines, contacts and customizable reports.
Pipedrive CRM EssentialPlan
The Essential strategy has only restricted activity management features and does not consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy adds automation, but does not have integration with cloud storage platforms like Google Drive. Can I Integrate Pipedrive Into Podio.
Pipedrive CRM Professional Plan
The Expert plan allows you to organize your sales staff members into groups, supplies more detailed reporting choices, and uses custom report fields.
Pipedrive CRM Enterprise Plan
The Enterprise strategy includes phone support (in addition to live chat, offered on all strategies) and security alerts.
Plans can be paid monthly, or yearly for a discount. You can check out Pipedrive totally free for 2 week prior to purchasing a plan.
–>> Click Here to Try Pipedrive for FREE
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and just how much freedom the custom pipelines and dashboards pay for.
Can I Integrate Pipedrive Into Podio
Pipedrive CRM: Including offers
We started working in Pipedrive by developing a set of deals. The procedure was extremely easy, considering that you can add offers right from inside your offer pipeline instead of requiring to very first browse to the pertinent contact.
A pop-up let us include information about the contact behind the deal, the offer’s expected worth, which pipeline to add it to, and what stage to put it in. Even better, Pipedrive used the choice of adding custom-made fields to the deal information, which would be terrific for scoring leads and assigning priority to offers.
Establishing a totally new deal pipeline was just as simple. You can add as numerous stages as you desire, and Pipedrive allows you to assign a possibility to each stage to indicate the possibility of a deal in the stage closing. (Pipedrive does not utilize previous information to immediately compute these likelihoods.).
Pipedrive CRM: Generating custom-made 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 use lots of information for lots of small businesses. Reports in the dashboard can be rearranged just by dragging and dropping and filtered by date range or a set of employees.
Producing a brand-new report only took a couple of clicks. Pipedrive offers a set of filters that you can combine with sensible operators to create an extremely particular dataset, which you can then outline onto several different chart types. Listed below the charts, you’ll discover a summary table with all of the relevant data and a choice to export a CSV for more analysis.
All custom-made reports can be saved and organized into folders for quick access later on.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being exceptionally easy to use. However, for the price, it lacks some sophisticated features that we have actually seen in equivalent CRM software.
Among the most noteworthy rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just a little more than Pipedrive. Zoho CRM provides limitless pipelines and control panels just like Pipedrive, however it also offers unlimited workflow automations with its entry-level plan. It also uses email marketing– an important function of a detailed CRM– as a standard feature.
The downside 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 very first time. Our Zoho CRM evaluation( opens in new tab) found that the platform has a high knowing curve. Browsing that curve may be worth it if your service needs to understand how to prioritize offers or desires to use email marketing to bring in brand-new leads.
Another Pipedrive alternative that deserves a look is Apptivo. This platform is uncommon because it supplies just a basic set of CRM functions, then lets you tailor the software with lots of apps. That’s a significant benefit if your service is scaling quickly, since you can quickly include functions onto the software application as you require them. Can I Integrate Pipedrive Into Podio.
The only thing missing out on in Apptivo is the capability to drag and drop offers through your pipeline. But that’s hardly essential, and for the price– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a better option for most growing organizations.
Can I Integrate Pipedrive Into Podio
Pipedrive: Final decision
Pipedrive is one of the most easy to use CRM platforms we’ve tested. It’s easy to navigate from the moment you first open the platform and enables you to simply drag and drop deals as they move through your sales pipeline. It’s likewise extremely personalized, providing limitless deal pipelines and outstanding reporting abilities.
While Pipedrive does a great job at helping your group handle deals and set up conferences with potential clients, we found that it’s a lot more restricted in scope and performance than competing CRM software. Pipedrive has just the most standard email marketing tools readily available and does not use any functions for project management. In addition, lead generation functions like web forms and chatbots need a paid add-on.
Eventually, that indicates that Pipedrive can work well for businesses that are upgrading to a CRM for the first time. Nevertheless, it might not be the very best option for organizations that are trying to find a detailed, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are better options. Apptivo in particular stands out due to the fact that it costs significantly less than Pipedrive and uses much of the very same functionality. Apptivo’s platform, which uses apps like building blocks, can also much better grow with the requirements of your service. Can I Integrate Pipedrive Into Podio.
–>> Click Here to Try Pipedrive for FREE