Pipedrive CRM evaluation – Glassdoor Pipedrive
We evaluate Pipedrive, an easy to use CRM that’s got all the basic tools without the premium features or pricetag.Glassdoor Pipedrive.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized companies. Discover if it’s the best CRM software application services( opens in brand-new tab) for your business in our Pipedrive CRM review.
Pipedrive CRM review: Photo
Pipedrive is an extremely easy to use CRM that’s perfect for small businesses relying on CRM software application for the very first time. It permits you to develop an unrestricted number of custom-made deal pipelines and move deals through them simply by dragging and dropping. The platform likewise offers highly adjustable reports, straightforward calendar and e-mail combinations, and automated workflows to enhance your sales procedure.
While Pipedrive does an excellent task with the tools it has, it’s missing a lot of tools that growing services need. It does not provide task management tools and there are relatively couple of email marketing tools. You likewise have to pay additional for web forms and chatbots that can help you generate new leads. Glassdoor Pipedrive.
In general, we enjoy the experience of using Pipedrive, however we do not believe the platform stands out in the crowded field of CRM software application. For roughly half the rate, Apptivo is just as easy to use, uses just as many personalization choices, and consists of e-mail marketing and project management tools.
Pipedrive CRM key features
Among the best features of Pipedrive is how simple it is to handle deals. The platform starts you off with a default deal pipeline that ought to work for the majority of services. Additionally, you can produce an unrestricted variety of custom-made offer pipelines, each with as numerous actions as you need. The offer pipelines are basically kanban boards, permitting you to drag and drop offers from one stage to the next as your sales team makes progress.
Pipedrive includes an integrated calendar for easily 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 allows you to propose meeting times to a client by designating specific times that you’re readily 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 find brand-new leads. This is a paid add-on to any of Pipedrive’s plans that expenses $39 per month. It includes basic web types that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can assist you find prospective clients from a database of more than 400 million online profiles. Glassdoor Pipedrive.
The reporting interface in Pipedrive is another emphasize of this platform. You can create an unlimited variety of custom reporting control panels and dozens of customized reports. All data can be exported to Excel with a click if you want a lot more analytical power.
Pipedrive supports automated workflows to assist your sales group remain on top offers. The software includes more than 30 workflow design templates that can automatically move deals through your pipeline, schedule conferences, or activate e-mails. You can likewise create your own workflows utilizing an uncomplicated visual editing user interface.
Pipedrive CRM: What’s brand-new?
Pipedrive has actually been busy making updates to its platform since we last examined this CRM. It just recently included integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks.
Pipedrive also added two-factor authentication and offered users the ability to group custom reports within the reporting control panel.
Pipedrive CRM: Prices
Pipedrive deals four pricing plans: Essential, Advanced, Expert, and Business. All strategies include unrestricted deal pipelines, contacts and personalized reports.
Pipedrive CRM EssentialPlan
The Vital strategy has just minimal activity management features and does not consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, but lacks combination with cloud storage platforms like Google Drive. Glassdoor Pipedrive.
Pipedrive CRM Expert Strategy
The Expert plan allows you to organize your sales employees into groups, provides more comprehensive reporting options, and provides custom report fields.
Pipedrive CRM Enterprise Strategy
The Enterprise strategy features phone support (in addition to live chat, available on all plans) and security signals.
Strategies can be paid monthly, or annually for a discount rate. You can experiment with Pipedrive for free for 2 week prior to buying a strategy.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and how much freedom the customized pipelines and control panels pay for.
Pipedrive CRM: Adding offers
We started working in Pipedrive by developing a set of deals. The process was exceptionally easy, since you can include deals right from inside your offer pipeline instead of requiring to very first browse to the appropriate contact.
A pop-up let us include information about the contact behind the offer, the offer’s anticipated value, which pipeline to include it to, and what stage to put it in. Even better, Pipedrive provided the choice of adding custom-made fields to the deal information, which would be great for scoring leads and assigning priority to offers.
Establishing an entirely new deal pipeline was just as easy. You can include as many phases as you want, and Pipedrive allows you to designate a probability to each stage to show the likelihood of a handle the stage closing. (Pipedrive does not utilize past data to immediately compute these probabilities.).
Pipedrive CRM: Generating customized reports
Browsing the reporting module within Pipedrive was just as straightforward. The platform includes a default control panel and 11 premade reports, which on their own will provide plenty of info for numerous small companies. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date range or a set of employees.
Creating a brand-new report just took a few clicks. Pipedrive offers a set of filters that you can combine with rational operators to create an extremely specific dataset, which you can then outline onto a number of different chart types. Below the charts, you’ll discover a summary table with all of the appropriate information and a choice to export a CSV for more analysis.
All customized reports can be conserved and grouped into folders for fast access later on.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being extremely easy to use. For the price, it lacks some advanced features that we’ve seen in comparable CRM software.
One of the most notable rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply a little more than Pipedrive. Zoho CRM provides limitless pipelines and dashboards just like Pipedrive, but it also uses unlimited workflow automations with its entry-level plan. It also offers e-mail marketing– an important function of an extensive CRM– as a basic function.
The drawback to Zoho CRM is that its feature-rich user 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 steep learning curve. However, browsing that curve might be worth it if your service requires to understand how to focus on offers or wishes to utilize email marketing to generate brand-new leads.
Another Pipedrive option that deserves an appearance is Apptivo. This platform is uncommon in that it supplies just a standard set of CRM functions, then lets you tailor the software with dozens of apps. That’s a major advantage if your business is scaling rapidly, given that you can easily include functions onto the software as you require them. Glassdoor Pipedrive.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. That’s hardly 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 much better option for a lot of growing organizations.
Pipedrive: Final verdict
Pipedrive is one of the most easy to use CRM platforms we have actually tested. It’s easy to browse from the moment you initially open the platform and enables you to just drag and drop offers as they move through your sales pipeline. It’s likewise extremely personalized, providing unlimited deal pipelines and exceptional reporting abilities.
While Pipedrive does a great job at helping your group handle offers and established meetings with prospective customers, we discovered that it’s a lot more restricted in scope and performance than competing CRM software. Pipedrive has just the most standard e-mail marketing tools offered and does not use any features for task management. In addition, lead generation functions like web forms and chatbots need a paid add-on.
Ultimately, that suggests that Pipedrive can work well for businesses that are upgrading to a CRM for the very first time. It may not be the finest alternative for businesses that are looking for a detailed, scalable CRM service.
For that, we think Zoho CRM or Apptivo are better alternatives. Apptivo in particular sticks out since it costs significantly less than Pipedrive and offers much of the same functionality. Apptivo’s platform, which utilizes apps like building blocks, can likewise better grow with the requirements of your organization. Glassdoor Pipedrive.