Pipedrive CRM review – Pipedrive Blog
We examine Pipedrive, an easy to use CRM that’s got all the basic tools without the premium features or pricetag.Pipedrive Blog.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized services. Find out if it’s the best CRM software application options( opens in brand-new tab) for your company in our Pipedrive CRM review.
Pipedrive CRM review: Snapshot
Pipedrive is a very user-friendly CRM that’s ideal for small businesses turning to CRM software for the first time. It permits you to construct an unlimited number of custom offer pipelines and move deals through them simply by dragging and dropping. The platform also provides highly customizable reports, uncomplicated calendar and e-mail combinations, and automated workflows to improve your sales procedure.
While Pipedrive does an excellent job with the tools it has, it’s missing a lot of tools that growing companies need. It does not offer project management tools and there are fairly couple of e-mail marketing tools. You likewise need to pay additional for web types and chatbots that can help you create new leads. Pipedrive Blog.
In general, we enjoy the experience of using Pipedrive, but we don’t believe the platform sticks out in the congested field of CRM software application. For roughly half the cost, Apptivo is just as easy to use, uses just as many customization options, and consists of email marketing and job management tools.
Pipedrive CRM crucial functions
One of the best features of Pipedrive is how easy it is to handle offers. The platform begins you off with a default deal pipeline that ought to work for a lot of organizations. You can develop a limitless number of custom offer pipelines, each with as numerous steps as you require. The deal pipelines are essentially kanban boards, enabling you to drag and drop offers from one phase to the next as your sales team makes progress.
Pipedrive includes an integrated calendar for easily arranging meetings and tasks. If you use Outlook or Google Calendar, you can establish automated 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 offered. Helpfully, upcoming conferences are shown in your deal 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 strategies that expenses $39 monthly. It includes basic web forms that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster likewise includes a web scraping tool that can assist you discover possible customers from a database of more than 400 million online profiles. Pipedrive Blog.
The reporting user interface in Pipedrive is another emphasize of this platform. You can create an unlimited variety of custom reporting dashboards and dozens of custom-made reports. All information 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 includes more than 30 workflow templates that can immediately move deals through your pipeline, schedule conferences, or set off e-mails. You can also create your own workflows using a straightforward visual editing user interface.
Pipedrive CRM: What’s new?
Pipedrive has been busy making updates to its platform given that we last evaluated this CRM. It just recently included combinations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks.
Pipedrive also included 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: Important, Advanced, Specialist, and Enterprise. All strategies include unrestricted deal pipelines, contacts and personalized reports.
Pipedrive CRM EssentialStrategy
The Necessary strategy has just limited activity management functions and doesn’t include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, but lacks combination with cloud storage platforms like Google Drive. Pipedrive Blog.
Pipedrive CRM Expert Plan
The Specialist strategy allows you to organize your sales staff members into groups, supplies more in-depth reporting alternatives, and offers custom-made report fields.
Pipedrive CRM Business Plan
The Enterprise strategy features phone support (in addition to live chat, offered on all strategies) and security alerts.
Strategies can be paid monthly, or each year for a discount. You can try out Pipedrive for free for 2 week prior to purchasing a plan.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to use and just how much freedom the custom pipelines and control panels pay for.
Pipedrive CRM: Including deals
We began operating in Pipedrive by creating a set of deals. The process was extremely easy, since you can add offers right from inside your deal pipeline instead of requiring to first navigate to the relevant contact.
A pop-up let us include information about the contact behind the offer, the offer’s anticipated value, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive offered the alternative of including customized fields to the offer information, which would be great for scoring leads and appointing concern to offers.
Setting up an entirely new deal pipeline was just as easy. You can add as many phases as you desire, and Pipedrive enables you to designate a likelihood to each stage to indicate the likelihood of a deal in the stage closing. (Pipedrive doesn’t use previous data to instantly compute these probabilities.).
Pipedrive CRM: Getting customized reports
Navigating the reporting module within Pipedrive was just as simple. The platform includes a default dashboard and 11 premade reports, which by themselves will use a lot of information for lots of small companies. Reports in the dashboard can be rearranged simply by dragging and dropping and filtered by date range or a set of employees.
Developing a new report just took a couple of clicks. Pipedrive deals a set of filters that you can combine with logical operators to produce an extremely particular dataset, which you can then outline onto several different chart types. Below the charts, you’ll discover a summary table with all of the relevant data and an alternative to export a CSV for additional analysis.
All custom-made reports can be conserved and organized into folders for quick access later on.
Alternatives to Pipedrive CRM
Pipedrive stick out for being incredibly easy to use. However, for the rate, it lacks some advanced features that we’ve seen in similar CRM software.
Among the most notable rivals to Pipedrive is Zoho CRM( opens in new tab), which costs simply somewhat more than Pipedrive. Zoho CRM provides endless pipelines and control panels just like Pipedrive, however it likewise offers unlimited workflow automations with its entry-level plan. It likewise offers e-mail marketing– an important function of a comprehensive CRM– as a basic 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 application for the first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a high knowing curve. Navigating that curve might be worth it if your company needs to understand how to prioritize offers or wants to utilize e-mail marketing to bring in new leads.
Another Pipedrive option that deserves a look is Apptivo. This platform is unusual in that it supplies just a basic set of CRM functions, then lets you personalize the software application with dozens of apps. That’s a significant advantage if your company is scaling rapidly, because you can quickly include features onto the software application as you require them. Pipedrive Blog.
The only thing missing out on in Apptivo is the ability to drag and drop offers through your pipeline. That’s barely vital, and for the rate– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better choice for a lot of growing services.
Pipedrive: Final verdict
Pipedrive is one of the most easy to use CRM platforms we have actually tested. It’s simple to navigate from the minute you initially open the platform and enables you to simply drag and drop deals as they move through your sales pipeline. It’s likewise highly customizable, providing limitless offer pipelines and exceptional reporting capabilities.
While Pipedrive does a great task at helping your team manage deals and established meetings with prospective customers, we discovered that it’s far more restricted in scope and performance than completing CRM software application. Pipedrive has only the most basic email marketing tools available and does not use any functions for job management. In addition, list building features like web forms and chatbots require a paid add-on.
Ultimately, that suggests that Pipedrive can work well for companies that are upgrading to a CRM for the very first time. It might not be the best option for businesses that are looking for a comprehensive, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are better alternatives. Apptivo in particular stands out because it costs considerably less than Pipedrive and offers much of the same performance. Apptivo’s platform, which utilizes apps like foundation, can also better grow with the requirements of your service. Pipedrive Blog.