Pipedrive CRM review – Pipedrive Outlook
We review Pipedrive, an easy to use CRM that’s got all the standard tools without the premium functions or pricetag.Pipedrive Outlook.
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 services( opens in new tab) for your company in our Pipedrive CRM review.
Pipedrive CRM review: Snapshot
Pipedrive is an incredibly user-friendly CRM that’s perfect for small companies turning to CRM software application for the very first time. It allows you to develop a limitless number of customized offer pipelines and move offers through them simply by dragging and dropping. The platform also uses highly customizable reports, straightforward calendar and e-mail combinations, and automated workflows to streamline your sales procedure.
While Pipedrive does a terrific job with the tools it has, it’s missing out on a lot of tools that growing companies need. It does not use project management tools and there are relatively couple of email marketing tools. You likewise have to pay additional for web forms and chatbots that can assist you produce brand-new leads. Pipedrive Outlook.
In general, we enjoy the experience of using Pipedrive, but we don’t believe the platform sticks out in the crowded field of CRM software. For approximately half the cost, Apptivo is just as easy to use, provides just as lots of modification options, and consists of e-mail marketing and project management tools.
Pipedrive CRM essential functions
One of the best aspects of Pipedrive is how simple it is to manage offers. The platform starts you off with a default offer pipeline that need to work for most businesses. Alternatively, you can create a limitless variety of custom deal pipelines, each with as lots of steps as you need. The offer pipelines are essentially kanban boards, allowing you to drag and drop offers from one phase to the next as your sales group makes progress.
Pipedrive consists of an integrated calendar for quickly scheduling conferences and jobs. If you use Outlook or Google Calendar, you can establish automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline allows you to propose conference times to a client by designating particular times that you’re readily available. Helpfully, upcoming conferences are displayed in your deal pipelines by a series of icons.
Pipedrive offers a new suite of tools called Leadbooster to help you discover brand-new leads. This is a paid add-on to any of Pipedrive’s plans that costs $39 monthly. It includes simple web forms that you can embed in your website in addition to a live chat module with an optional chatbot. Leadbooster likewise features a web scraping tool that can assist you discover prospective clients from a database of more than 400 million online profiles. Pipedrive Outlook.
The reporting interface in Pipedrive is another emphasize of this platform. You can develop an unrestricted variety of custom-made reporting dashboards and dozens of customized reports. All data can be exported to Excel with a click if you desire a lot more analytical power.
Pipedrive supports automated workflows to assist your sales group remain on top deals. The software features more than 30 workflow templates that can immediately move offers through your pipeline, schedule conferences, or set off e-mails. You can also create your own workflows utilizing a simple visual modifying interface.
Pipedrive CRM: What’s new?
Pipedrive has actually been busy making updates to its platform given that we last reviewed this CRM. It just recently added 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 offered users the ability to group custom-made reports within the reporting dashboard.
Pipedrive CRM: Pricing
Pipedrive deals four prices strategies: Essential, Advanced, Professional, and Business. All strategies consist of limitless deal pipelines, contacts and adjustable reports.
Pipedrive CRM EssentialStrategy
The Essential plan has only limited activity management features and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan adds automation, but lacks combination with cloud storage platforms like Google Drive. Pipedrive Outlook.
Pipedrive CRM Specialist Strategy
The Specialist plan allows you to arrange your sales staff members into groups, supplies more detailed reporting alternatives, and provides custom report fields.
Pipedrive CRM Enterprise Plan
The Enterprise plan includes phone support (in addition to live chat, offered on all strategies) and security signals.
Strategies can be paid monthly, or annually for a discount rate. You can experiment with Pipedrive totally free for 2 week prior to purchasing a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and how much leeway the custom pipelines and control panels manage.
Pipedrive CRM: Adding deals
We began working in Pipedrive by creating a set of offers. The process was exceptionally easy, because you can add deals right from inside your deal pipeline instead of requiring to very first navigate to the appropriate contact.
A pop-up let us add details about the contact behind the offer, the deal’s anticipated value, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive provided the option of including custom fields to the offer details, which would be terrific for scoring leads and designating top priority to deals.
Setting up a completely new deal pipeline was just as simple. You can add as many stages as you want, and Pipedrive enables you to assign a probability to each phase to show the possibility of a deal in the stage closing. (Pipedrive does not utilize previous data to immediately calculate these probabilities.).
Pipedrive CRM: Getting custom reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default dashboard and 11 premade reports, which by themselves will provide plenty of info for numerous small companies. Reports in the dashboard can be reorganized just by dragging and dropping and filtered by date range or a set of workers.
Developing a brand-new report just took a few clicks. Pipedrive offers a set of filters that you can integrate with logical operators to develop an extremely particular dataset, which you can then outline onto several various chart types. Listed below the charts, you’ll discover a summary table with all of the pertinent data and a choice to export a CSV for additional analysis.
All custom reports can be saved and grouped into folders for quick access later on.
Alternatives to Pipedrive CRM
Pipedrive stands out for being exceptionally easy to use. For the price, it does not have some sophisticated functions that we have actually seen in equivalent CRM software.
One of the most noteworthy rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just slightly more than Pipedrive. Zoho CRM offers endless pipelines and control panels just like Pipedrive, but it likewise uses unlimited workflow automations with its entry-level plan. It also offers e-mail marketing– an important function of a detailed 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 evaluation( opens in brand-new tab) found that the platform has a high knowing curve. Navigating that curve may be worth it if your business requires to understand how to focus on deals or wants to utilize email marketing to bring in new leads.
Another Pipedrive option that deserves an appearance is Apptivo. This platform is uncommon in that it provides 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 service is scaling rapidly, since you can easily add features onto the software application as you need them. Pipedrive Outlook.
The only thing missing out on in Apptivo is the ability to drag and drop offers through your pipeline. But that’s hardly essential, and for the rate– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a much better option for most growing companies.
Pipedrive: Last decision
Pipedrive is one of the most easy to use CRM platforms we have actually tested. It’s easy to navigate from the minute you initially open the platform and enables you to just drag and drop offers as they move through your sales pipeline. It’s likewise highly customizable, offering limitless deal pipelines and exceptional reporting abilities.
While Pipedrive does an excellent job at assisting your team handle deals and established meetings with prospective clients, we found that it’s much more limited in scope and performance than contending CRM software. Pipedrive has just one of the most fundamental e-mail marketing tools available and does not offer any features for job management. In addition, list building features like web kinds and chatbots require a paid add-on.
Eventually, that implies that Pipedrive can work well for companies that are upgrading to a CRM for the very first time. It might not be the finest option for businesses that are looking for a detailed, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are much better choices. Apptivo in particular sticks out due to the fact that it costs considerably less than Pipedrive and offers much of the exact same performance. Apptivo’s platform, which uses apps like building blocks, can likewise better grow with the needs of your company. Pipedrive Outlook.