Pipedrive CRM review – Pipedrive Desktop App Download
We examine Pipedrive, an user-friendly CRM that’s got all the standard tools without the premium features or pricetag.Pipedrive Desktop App Download.
Pipedrive Desktop App Download
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized organizations. Discover if it’s the best CRM software application options( opens in new tab) for your company in our Pipedrive CRM evaluation.
–>> Click Here to Try Pipedrive for FREE
Pipedrive CRM review: Photo
Pipedrive is a very user-friendly CRM that’s perfect for small companies relying on CRM software application for the first time. It enables you to develop an endless number of custom offer pipelines and move offers through them just by dragging and dropping. The platform likewise offers highly customizable reports, straightforward calendar and email integrations, and automated workflows to enhance your sales process.
While Pipedrive does a great job with the tools it has, it’s missing out on a lot of tools that growing organizations need. It does not offer job management tools and there are reasonably few email marketing tools. You likewise need to pay additional for web forms and chatbots that can help you produce brand-new leads. Pipedrive Desktop App Download.
Overall, we enjoy the experience of using Pipedrive, however we do not think the platform sticks out in the congested field of CRM software. For approximately half the price, Apptivo is just as easy to use, provides just as many personalization options, and includes email marketing and project management tools.
Pipedrive Desktop App Download
Pipedrive Desktop App Download
Pipedrive CRM key features
One of the very best things about Pipedrive is how easy it is to manage deals. The platform starts you off with a default offer pipeline that should work for the majority of organizations. Alternatively, you can develop an endless number of customized offer pipelines, each with as lots of steps as you need. The offer pipelines are essentially kanban boards, enabling you to drag and drop offers from one phase to the next as your sales group makes progress.
–>> Click Here to Try Pipedrive for FREE
Pipedrive includes a built-in calendar for quickly arranging 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 conference times to a customer by designating particular times that you’re readily available. Helpfully, upcoming conferences are shown in your deal pipelines by a series of icons.
Pipedrive offers a new suite of tools called Leadbooster to help you discover new leads. This is a paid add-on to any of Pipedrive’s strategies that costs $39 per month. It includes simple web forms 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 assist you find potential customers from a database of more than 400 million online profiles. Pipedrive Desktop App Download.
The reporting user interface in Pipedrive is another highlight of this platform. You can produce an unlimited number of customized reporting control panels and lots of custom-made reports. All information can be exported to Excel with a click if you desire a lot more analytical power.
Pipedrive supports automated workflows to help your sales team remain on leading offers. The software comes with more than 30 workflow templates that can immediately move offers through your pipeline, schedule conferences, or trigger e-mails. You can likewise produce your own workflows utilizing a simple visual modifying interface.
Pipedrive Desktop App Download
Pipedrive CRM: What’s brand-new?
Pipedrive has actually been busy making updates to its platform considering that we last examined this CRM. It recently included combinations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks.
Pipedrive likewise included two-factor authentication and provided users the ability to group customized reports within the reporting dashboard.
Pipedrive CRM: Prices
Pipedrive offers 4 prices plans: Necessary, Advanced, Professional, and Business. All plans include unrestricted offer pipelines, contacts and customizable reports.
Pipedrive CRM EssentialPlan
The Vital strategy has only limited activity management features and does not consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, but does not have integration with cloud storage platforms like Google Drive. Pipedrive Desktop App Download.
Pipedrive CRM Professional Plan
The Expert plan allows you to arrange your sales employees into teams, offers more comprehensive reporting options, and offers custom report fields.
Pipedrive CRM Business Strategy
The Business plan includes phone support (in addition to live chat, readily available on all strategies) and security signals.
Plans can be paid monthly, or every year for a discount rate. You can try 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 is to utilize and just how much leeway the custom pipelines and control panels afford.
Pipedrive Desktop App Download
Pipedrive CRM: Adding offers
We started working in Pipedrive by creating a set of deals. The procedure was exceptionally easy, given that you can include offers right from inside your deal pipeline instead of requiring to first navigate to the pertinent contact.
A pop-up let us add details about the contact behind the deal, the offer’s anticipated worth, which pipeline to include it to, and what phase to put it in. Even much better, Pipedrive offered the option of including custom-made fields to the deal information, which would be excellent for scoring leads and assigning top priority to offers.
Setting up an entirely new deal pipeline was just as simple. You can include as numerous phases as you want, and Pipedrive allows you to assign a possibility to each stage to indicate the possibility of a deal in the stage closing. (Pipedrive doesn’t utilize past information to immediately calculate these likelihoods.).
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 provide lots of info for many small companies. Reports in the control panel can be reorganized just by dragging and dropping and filtered by date variety or a set of employees.
Developing a new report just took a couple of clicks. Pipedrive deals a set of filters that you can integrate with rational operators to create an extremely particular dataset, which you can then outline onto numerous different chart types. 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 customized reports can be conserved and grouped into folders for quick gain access to later on.
Alternatives to Pipedrive CRM
Pipedrive stands out for being very easy to use. For the rate, it does not have some innovative functions that we’ve seen in similar CRM software application.
One of the most noteworthy competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just somewhat more than Pipedrive. Zoho CRM offers unrestricted pipelines and control panels similar to Pipedrive, but it likewise uses endless workflow automations with its entry-level strategy. It also uses email marketing– a critical function of a thorough CRM– as a standard feature.
The drawback to Zoho CRM is that its feature-rich interface isn’t easy to use, particularly 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 may be worth it if your business needs to understand how to focus on deals or wants to use email marketing to generate new leads.
Another Pipedrive alternative that deserves an appearance is Apptivo. This platform is uncommon in that it provides just a fundamental set of CRM functions, then lets you tailor the software with dozens of apps. That’s a significant benefit if your business is scaling quickly, given that you can easily include functions onto the software application as you require them. Pipedrive Desktop App Download.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. But that’s hardly vital, and for the cost– 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 organizations.
Pipedrive Desktop App Download
Pipedrive: Last decision
Pipedrive is among the most easy to use CRM platforms we’ve tested. It’s simple to navigate from the minute you initially open the platform and allows you to simply drag and drop offers as they move through your sales pipeline. It’s also extremely personalized, offering endless offer pipelines and outstanding reporting abilities.
While Pipedrive does a fantastic job at helping your team manage deals and set up conferences with potential customers, we found that it’s much more limited in scope and performance than contending CRM software application. Pipedrive has just one of the most basic email marketing tools readily available and doesn’t provide any functions for task management. In addition, list building features like web kinds and chatbots need a paid add-on.
Ultimately, that indicates that Pipedrive can work well for companies that are upgrading to a CRM for the very first time. It may not be the best option for companies that are looking for a thorough, scalable CRM option.
For that, we believe Zoho CRM or Apptivo are better options. Apptivo in particular stands out because it costs substantially less than Pipedrive and offers much of the same functionality. Apptivo’s platform, which uses apps like foundation, can likewise better grow with the needs of your business. Pipedrive Desktop App Download.
–>> Click Here to Try Pipedrive for FREE