Pipedrive CRM review – Pipedrive Capterra
We evaluate Pipedrive, an easy to use CRM that’s got all the standard tools without the premium features or pricetag.Pipedrive Capterra.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized businesses. Find out if it’s the best CRM software application services( opens in 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 companies relying on CRM software for the very first time. It enables you to develop an unlimited number of custom offer pipelines and move deals through them just by dragging and dropping. The platform likewise provides extremely personalized reports, uncomplicated calendar and e-mail integrations, and automated workflows to improve your sales process.
While Pipedrive does a terrific job with the tools it has, it’s missing a great deal of tools that growing companies need. It doesn’t offer job management tools and there are reasonably few e-mail marketing tools. You likewise need to pay extra for web types and chatbots that can assist you produce new leads. Pipedrive Capterra.
Overall, we delight in the experience of using Pipedrive, however we do not believe the platform stands apart in the congested field of CRM software application. For approximately half the rate, Apptivo is just as easy to use, provides just as numerous modification options, and includes email marketing and job management tools.
Pipedrive CRM key features
Among the very best aspects of Pipedrive is how simple it is to handle offers. The platform begins you off with a default deal pipeline that need to work for many services. You can produce an unrestricted number of custom offer pipelines, each with as numerous steps as you need. The offer pipelines are basically kanban boards, allowing you to drag and drop deals from one phase to the next as your sales group makes progress.
Pipedrive consists of an integrated calendar for quickly setting up 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 allows you to propose meeting times to a customer by designating particular times that you’re offered. Helpfully, upcoming meetings are displayed in your deal pipelines by a series of icons.
Pipedrive offers a brand-new suite of tools called Leadbooster to help you find new leads. This is a paid add-on to any of Pipedrive’s strategies that expenses $39 monthly. It includes simple web types that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster likewise includes a web scraping tool that can assist you discover potential clients from a database of more than 400 million online profiles. Pipedrive Capterra.
The reporting user interface in Pipedrive is another highlight of this platform. You can develop an unlimited number of custom reporting control panels and dozens of custom-made reports. All information can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to assist your sales group remain on top deals. The software comes with more than 30 workflow templates that can instantly move offers through your pipeline, schedule conferences, or trigger emails. You can also produce your own workflows using a straightforward visual editing user interface.
Pipedrive CRM: What’s brand-new?
Pipedrive has actually been busy making updates to its platform because we last evaluated this CRM. It just recently included integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks.
Pipedrive likewise added two-factor authentication and gave users the capability to group custom-made reports within the reporting dashboard.
Pipedrive CRM: Pricing
Pipedrive offers 4 rates strategies: Important, Advanced, Professional, and Enterprise. All plans include unrestricted deal pipelines, contacts and customizable reports.
Pipedrive CRM EssentialPlan
The Necessary plan has just minimal activity management functions and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, but lacks combination with cloud storage platforms like Google Drive. Pipedrive Capterra.
Pipedrive CRM Professional Plan
The Expert strategy enables you to arrange your sales employees into teams, provides more detailed reporting alternatives, and provides custom-made report fields.
Pipedrive CRM Business Plan
The Business strategy includes phone assistance (in addition to live chat, readily available on all strategies) and security informs.
Strategies can be paid monthly, or annually for a discount. You can experiment with Pipedrive free of charge for 2 week before purchasing a plan.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to utilize and just how much freedom the custom-made pipelines and dashboards afford.
Pipedrive CRM: Adding deals
We began working in Pipedrive by producing a set of offers. The process was exceptionally simple, because you can add offers right from inside your offer pipeline instead of requiring to first browse to the relevant contact.
A pop-up let us add information about the contact behind the deal, the offer’s expected value, which pipeline to include it to, and what stage to put it in. Even better, Pipedrive offered the option of adding customized fields to the deal information, which would be great for scoring leads and designating concern to deals.
Setting up a totally new deal pipeline was just as easy. You can include as lots of phases as you want, and Pipedrive allows you to appoint a probability to each stage to suggest the likelihood of a deal in the stage closing. (Pipedrive does not use previous data to automatically compute these likelihoods.).
Pipedrive CRM: Getting custom-made reports
Navigating the reporting module within Pipedrive was just as simple. The platform includes a default dashboard and 11 premade reports, which on their own will offer plenty of info for numerous small companies. Reports in the dashboard can be rearranged just by dragging and dropping and filtered by date range or a set of employees.
Developing a brand-new report only took a couple of clicks. Pipedrive deals a set of filters that you can combine with sensible operators to create a highly specific dataset, which you can then outline onto a number of various chart types. Below the charts, you’ll discover a summary table with all of the appropriate information and an option to export a CSV for further analysis.
All custom reports can be saved and organized into folders for quick access later.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being exceptionally easy to use. For the cost, it does not have some innovative features that we’ve seen in equivalent CRM software.
Among the most noteworthy rivals to Pipedrive is Zoho CRM( opens in new tab), which costs simply slightly more than Pipedrive. Zoho CRM offers limitless pipelines and control panels similar to Pipedrive, but it likewise offers endless workflow automations with its entry-level plan. It likewise provides e-mail marketing– an important function of a comprehensive CRM– as a standard function.
The drawback to Zoho CRM is that its feature-rich interface isn’t easy to use, specifically if you’re diving into CRM software for the first time. Our Zoho CRM evaluation( opens in new tab) discovered that the platform has a steep knowing curve. Browsing that curve may be worth it if your organization requires to know how to focus on deals or desires to use e-mail marketing to bring in brand-new leads.
Another Pipedrive option that’s worth an appearance is Apptivo. This platform is unusual in that it provides only a standard set of CRM functions, then lets you tailor the software application with dozens of apps. That’s a major advantage if your organization is scaling quickly, because you can quickly add functions onto the software application as you need them. Pipedrive Capterra.
The only thing missing out on in Apptivo is the ability to drag and drop offers through your pipeline. But that’s barely vital, and for the price– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a much better option for many growing services.
Pipedrive: Final verdict
Pipedrive is one of the most user-friendly CRM platforms we’ve tested. It’s simple to navigate from the minute you first open the platform and allows you to just drag and drop offers as they move through your sales pipeline. It’s also extremely customizable, using unlimited deal pipelines and excellent reporting capabilities.
While Pipedrive does an excellent task at assisting your team handle deals and established conferences with potential customers, we discovered that it’s much more restricted in scope and functionality than contending CRM software application. Pipedrive has only one of the most basic email marketing tools available and does not offer any functions for task management. In addition, list building functions like web types and chatbots need a paid add-on.
Eventually, that means that Pipedrive can work well for companies that are updating to a CRM for the first time. It might not be the best choice for businesses that are looking for an extensive, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are better options. Apptivo in particular stands out because it costs considerably less than Pipedrive and uses much of the very same performance. Apptivo’s platform, which uses apps like foundation, can also better grow with the needs of your company. Pipedrive Capterra.