Pipedrive CRM evaluation – Pipedrive Outlook Email Integration
We review Pipedrive, an user-friendly CRM that’s got all the fundamental tools without the premium features or pricetag.Pipedrive Outlook Email Integration.
Pipedrive Outlook Email Integration
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized services. Learn if it’s the very best CRM software solutions( opens in brand-new tab) for your business in our Pipedrive CRM evaluation.
–>> Click Here to Try Pipedrive for FREE
Pipedrive CRM review: Picture
Pipedrive is an extremely easy to use CRM that’s perfect for small companies relying on CRM software application for the first time. It permits you to build an unrestricted variety of customized deal pipelines and move offers through them simply by dragging and dropping. The platform likewise uses extremely personalized reports, simple calendar and email combinations, and automated workflows to improve your sales process.
While Pipedrive does a great job with the tools it has, it’s missing out on a great deal of tools that growing businesses need. It doesn’t offer job management tools and there are relatively couple of email marketing tools. You likewise need to pay extra for web kinds and chatbots that can assist you generate new leads. Pipedrive Outlook Email Integration.
Overall, we delight in the experience of using Pipedrive, however we do not think the platform stands out in the crowded field of CRM software application. For approximately half the cost, Apptivo is just as easy to use, offers just as numerous personalization alternatives, and includes email marketing and job management tools.
Pipedrive Outlook Email Integration
Pipedrive Outlook Email Integration
Pipedrive CRM essential functions
One of the very best aspects of Pipedrive is how simple it is to handle deals. The platform starts you off with a default offer pipeline that need to work for the majority of services. You can produce an unrestricted number of custom deal pipelines, each with as numerous steps as you need. The offer pipelines are basically kanban boards, enabling you to drag and drop deals from one stage to the next as your sales team makes progress.
–>> Click Here to Try Pipedrive for FREE
Pipedrive consists of an integrated calendar for easily scheduling meetings and jobs. If you use Outlook or Google Calendar, you can set up automated 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 new suite of tools called Leadbooster to assist you discover new leads. This is a paid add-on to any of Pipedrive’s strategies that costs $39 each month. It consists of simple web kinds that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster likewise comes with a web scraping tool that can help you find possible clients from a database of more than 400 million online profiles. Pipedrive Outlook Email Integration.
The reporting interface in Pipedrive is another emphasize of this platform. You can produce an unlimited number of customized reporting dashboards and dozens of custom reports. All data can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to assist your sales team remain on leading offers. The software application features more than 30 workflow templates that can instantly move deals through your pipeline, schedule meetings, or set off emails. You can likewise produce your own workflows using a straightforward visual editing user interface.
Pipedrive Outlook Email Integration
Pipedrive CRM: What’s new?
Pipedrive has actually been busy making updates to its platform given that we last reviewed this CRM. It recently included integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks.
Pipedrive also included two-factor authentication and gave users the ability to group custom-made reports within the reporting control panel.
Pipedrive CRM: Rates
Pipedrive deals 4 rates strategies: Important, Advanced, Professional, and Business. All strategies include unlimited offer pipelines, contacts and customizable reports.
Pipedrive CRM EssentialStrategy
The Essential strategy has just minimal activity management features and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, however does not have integration with cloud storage platforms like Google Drive. Pipedrive Outlook Email Integration.
Pipedrive CRM Specialist Strategy
The Expert strategy enables you to arrange your sales staff members into teams, provides more comprehensive reporting choices, and offers custom report fields.
Pipedrive CRM Enterprise Plan
The Enterprise strategy features phone support (in addition to live chat, available on all strategies) and security informs.
Strategies can be paid monthly, or each year for a discount rate. You can experiment with Pipedrive for free for 14 days prior to acquiring a plan.
–>> Click Here to Try Pipedrive for FREE
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to use and just how much leeway the custom pipelines and dashboards afford.
Pipedrive Outlook Email Integration
Pipedrive CRM: Adding deals
We started working in Pipedrive by producing a set of deals. The procedure was incredibly easy, considering that you can include deals right from inside your deal pipeline instead of requiring to first navigate 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 much better, Pipedrive offered the choice of adding custom-made fields to the deal information, which would be excellent for scoring leads and assigning top priority to offers.
Establishing a completely new deal pipeline was just as simple. You can add as numerous phases as you want, and Pipedrive allows you to assign a possibility to each phase to show the possibility of a handle the stage closing. (Pipedrive doesn’t utilize previous information to instantly determine these likelihoods.).
Pipedrive CRM: Generating custom-made reports
Browsing the reporting module within Pipedrive was just as simple. The platform consists of a default dashboard and 11 premade reports, which on their own will use a lot of info for lots of small businesses. Reports in the control panel can be reorganized just by dragging and dropping and filtered by date variety or a set of staff members.
Developing a new report only took a couple of clicks. Pipedrive deals a set of filters that you can combine with rational operators to develop an extremely specific dataset, which you can then plot onto several various chart types. Below the charts, you’ll find a summary table with all of the appropriate information and an alternative to export a CSV for additional analysis.
All custom reports can be conserved and grouped into folders for fast access later on.
Alternatives to Pipedrive CRM
Pipedrive stands out for being very easy to use. However, for the cost, it does not have some innovative functions that we have actually seen in comparable CRM software application.
Among the most significant competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply slightly more than Pipedrive. Zoho CRM uses unrestricted pipelines and control panels much like Pipedrive, however it likewise offers limitless workflow automations with its entry-level plan. It also uses email marketing– an important function of a thorough CRM– as a basic function.
The downside 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 first time. Our Zoho CRM review( opens in brand-new tab) found that the platform has a high learning curve. Navigating that curve may be worth it if your organization needs to know how to focus on offers or wants to use email marketing to bring in brand-new leads.
Another Pipedrive option that’s worth an appearance is Apptivo. This platform is uncommon because it offers just a standard set of CRM functions, then lets you tailor the software application with lots of apps. That’s a major advantage if your business is scaling quickly, because you can quickly include features onto the software as you need them. Pipedrive Outlook Email Integration.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. That’s hardly necessary, and for the price– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a much better choice for the majority of growing organizations.
Pipedrive Outlook Email Integration
Pipedrive: Last verdict
Pipedrive is among the most easy to use CRM platforms we’ve checked. It’s simple to navigate from the minute you first open the platform and enables you to merely drag and drop offers as they move through your sales pipeline. It’s likewise extremely personalized, using limitless offer pipelines and excellent reporting capabilities.
While Pipedrive does an excellent job at helping your team handle offers and established meetings with possible customers, we found that it’s a lot more minimal in scope and functionality than contending CRM software application. Pipedrive has just one of the most fundamental email marketing tools offered and does not use any functions for job management. In addition, list building functions like web kinds and chatbots require a paid add-on.
Eventually, that suggests that Pipedrive can work well for businesses that are updating to a CRM for the very first time. It might not be the finest choice for services that are looking for an extensive, scalable CRM option.
For that, we think Zoho CRM or Apptivo are much better choices. Apptivo in particular stands out since it costs considerably less than Pipedrive and provides much of the very same functionality. Apptivo’s platform, which utilizes apps like building blocks, can likewise much better grow with the needs of your company. Pipedrive Outlook Email Integration.
–>> Click Here to Try Pipedrive for FREE