Pipedrive CRM review – Helpscout Pipedrive
We evaluate Pipedrive, an user-friendly CRM that’s got all the fundamental tools without the premium functions or pricetag.Helpscout Pipedrive.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized services. Find out if it’s the best CRM software application solutions( opens in brand-new tab) for your business in our Pipedrive CRM review.
Pipedrive CRM evaluation: Picture
Pipedrive is an extremely user-friendly CRM that’s perfect for small companies relying on CRM software application for the very first time. It permits you to develop an unlimited variety of custom-made offer pipelines and move deals through them just by dragging and dropping. The platform also provides highly customizable reports, uncomplicated calendar and e-mail integrations, and automated workflows to enhance your sales procedure.
While Pipedrive does a fantastic job with the tools it has, it’s missing out on a great deal of tools that growing services need. It does not offer task management tools and there are reasonably couple of email marketing tools. You also need to pay extra for web kinds and chatbots that can assist you generate brand-new leads. Helpscout Pipedrive.
Overall, we enjoy the experience of using Pipedrive, but we don’t believe the platform stands out in the crowded field of CRM software. For roughly half the cost, Apptivo is just as easy to use, offers just as lots of personalization choices, and includes e-mail marketing and project management tools.
Pipedrive CRM essential functions
One of the best aspects of Pipedrive is how easy it is to handle deals. The platform starts you off with a default offer pipeline that should work for the majority of organizations. Alternatively, you can develop an unrestricted number of customized offer pipelines, each with as many actions as you need. The deal 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 a built-in calendar for quickly setting up 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 specific times that you’re available. Helpfully, upcoming meetings are shown in your offer pipelines by a series of icons.
Pipedrive deals 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 costs $39 each month. It includes easy web kinds that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can help you discover potential customers from a database of more than 400 million online profiles. Helpscout Pipedrive.
The reporting interface in Pipedrive is another highlight of this platform. You can produce an unlimited number of customized reporting control panels and lots of custom reports. All data can be exported to Excel with a click if you desire much more analytical power.
Pipedrive supports automated workflows to assist your sales team remain on top deals. The software application includes more than 30 workflow design templates that can automatically move deals through your pipeline, schedule conferences, or set off emails. You can also create your own workflows using a simple visual editing user interface.
Pipedrive CRM: What’s new?
Pipedrive has actually been busy making updates to its platform considering that we last reviewed 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 likewise included two-factor authentication and offered users the capability to group custom reports within the reporting control panel.
Pipedrive CRM: Prices
Pipedrive offers four pricing plans: Vital, Advanced, Professional, and Enterprise. All plans include unrestricted offer pipelines, contacts and adjustable reports.
Pipedrive CRM EssentialStrategy
The Vital plan has just restricted activity management functions and does not include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy adds automation, however does not have integration with cloud storage platforms like Google Drive. Helpscout Pipedrive.
Pipedrive CRM Specialist Plan
The Specialist strategy enables you to organize your sales workers into groups, offers more detailed reporting options, and provides customized report fields.
Pipedrive CRM Business Strategy
The Business strategy features phone support (in addition to live chat, readily available on all plans) and security notifies.
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.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to utilize and just how much leeway the custom pipelines and control panels afford.
Pipedrive CRM: Adding offers
We began operating in Pipedrive by producing a set of deals. The process was exceptionally easy, because you can include deals right from inside your offer pipeline instead of needing to very first navigate to the relevant contact.
A pop-up let us add information about the contact behind the offer, the deal’s expected worth, which pipeline to include it to, and what phase to put it in. Even better, Pipedrive provided the alternative of adding custom-made fields to the offer information, which would be great for scoring leads and appointing top priority to offers.
Setting up an entirely new deal pipeline was just as easy. You can add as many stages as you want, and Pipedrive allows you to appoint a probability to each stage to show the probability of a handle the stage closing. (Pipedrive doesn’t use past information to instantly determine these possibilities.).
Pipedrive CRM: Generating custom reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform includes a default control panel and 11 premade reports, which by themselves will use plenty of details for many small businesses. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date range or a set of staff members.
Producing a new report just took a couple of clicks. Pipedrive offers a set of filters that you can combine with logical operators to produce a highly particular dataset, which you can then plot onto a number of various chart types. Below the charts, you’ll find a summary table with all of the appropriate data and a choice to export a CSV for additional analysis.
All custom-made reports can be saved and organized into folders for quick gain access to later on.
Alternatives to Pipedrive CRM
Pipedrive stands out for being exceptionally easy to use. For the rate, it does not have some innovative functions that we’ve seen in comparable CRM software application.
One of the most significant competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply slightly more than Pipedrive. Zoho CRM uses endless pipelines and dashboards similar to Pipedrive, but it also uses limitless workflow automations with its entry-level plan. It likewise uses e-mail marketing– a vital function of a comprehensive CRM– as a standard feature.
The disadvantage 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 steep knowing curve. Navigating that curve may be worth it if your organization needs to understand how to focus on offers or wants to use e-mail marketing to bring in new leads.
Another Pipedrive option that’s worth an appearance is Apptivo. This platform is unusual because it supplies just a standard set of CRM functions, then lets you personalize the software application with lots of apps. That’s a major advantage if your service is scaling rapidly, considering that you can easily add features onto the software application as you need them. Helpscout Pipedrive.
The only thing missing in Apptivo is the ability to drag and drop offers through your pipeline. 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 choice for a lot of growing businesses.
Pipedrive: Final verdict
Pipedrive is among the most user-friendly CRM platforms we’ve tested. It’s simple to navigate from the moment you initially open the platform and allows you to simply drag and drop deals as they move through your sales pipeline. It’s also highly personalized, offering limitless offer pipelines and exceptional reporting capabilities.
While Pipedrive does a terrific task at assisting your group manage offers and established conferences with prospective customers, we discovered that it’s a lot more restricted in scope and functionality than contending CRM software. Pipedrive has just one of the most standard e-mail marketing tools readily available and does not provide any features for task management. In addition, list building features like web kinds and chatbots require a paid add-on.
Eventually, that means that Pipedrive can work well for businesses that are updating 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 better options. Apptivo in particular stands apart due to the fact that it costs considerably less than Pipedrive and uses much of the exact same performance. Apptivo’s platform, which utilizes apps like foundation, can also much better grow with the needs of your organization. Helpscout Pipedrive.