Pipedrive CRM evaluation – Does Pipedrive Integrate With Outlook
We evaluate Pipedrive, an user-friendly CRM that's got all the basic tools without the premium features or pricetag. Does Pipedrive Integrate With Outlook.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized companies. Learn if it's the very best CRM software solutions( opens in brand-new tab) for your company in our Pipedrive CRM review. Does Pipedrive Integrate With Outlook.
Pipedrive CRM evaluation: Snapshot
Pipedrive is a very user-friendly CRM that's ideal for small companies turning to CRM software for the first time. It permits you to develop an unlimited variety of customized deal pipelines and move deals through them simply by dragging and dropping. The platform also provides extremely adjustable reports, straightforward calendar and email combinations, and automated workflows to enhance your sales process.
While Pipedrive does a fantastic job with the tools it has, it's missing a lot of tools that growing organizations need. It doesn't use task management tools and there are relatively couple of email marketing tools. You likewise have to pay additional for web types and chatbots that can help you generate new leads.
In general, we take pleasure in the experience of using Pipedrive, however we do not think the platform sticks out in the crowded field of CRM software application. For approximately half the cost, Apptivo is just as easy to use, uses just as many customization options, and includes email marketing and job management tools.
Pipedrive CRM essential functions
One of the best features of Pipedrive is how simple it is to handle offers. The platform begins you off with a default deal pipeline that ought to work for most businesses. You can develop an endless number of customized offer pipelines, each with as numerous steps as you need. The offer pipelines are basically kanban boards, permitting you to drag and drop deals from one stage to the next as your sales team makes progress.
Pipedrive includes a built-in calendar for quickly scheduling meetings and tasks. 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 conference times to a customer by designating specific times that you're offered. Helpfully, upcoming meetings are shown in your offer 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 plans that costs $39 per month. It includes basic web forms that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can assist you discover potential customers from a database of more than 400 million online profiles. Does Pipedrive Integrate With Outlook.
The reporting interface in Pipedrive is another highlight of this platform. You can create an unrestricted number of custom reporting control panels and lots of custom-made reports. All information can be exported to Excel with a click if you desire much more analytical power.
Pipedrive supports automated workflows to help your sales group stay on leading offers. The software application comes with more than 30 workflow templates that can automatically move offers through your pipeline, schedule conferences, or trigger emails. You can likewise develop your own workflows utilizing a straightforward visual editing user interface.
Pipedrive CRM: What's brand-new?
Pipedrive has been hectic making updates to its platform since we last evaluated this CRM. It just recently added combinations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Does Pipedrive Integrate With Outlook.
Pipedrive likewise included two-factor authentication and gave users the capability to group customized reports within the reporting dashboard.
Pipedrive CRM: Pricing
Pipedrive deals 4 pricing plans: Vital, Advanced, Expert, and Business. All plans consist of unrestricted deal pipelines, contacts and customizable reports.
Pipedrive CRM Vital Plan
The Essential plan has just limited activity management features and does not include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy adds automation, however lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Expert strategy allows you to organize your sales staff members into teams, supplies more comprehensive reporting alternatives, and uses custom-made report fields.
Pipedrive CRM Business Plan
The Enterprise plan comes with phone support (in addition to live chat, offered on all plans) and security informs.
Strategies can be paid monthly, or every year for a discount. You can try Pipedrive free of charge for 14 days before acquiring a strategy.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and just how much leeway the custom pipelines and dashboards afford.
Pipedrive CRM: Including offers
We started working in Pipedrive by developing a set of offers. The process was exceptionally basic, considering that you can add 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 deal's anticipated worth, which pipeline to include it to, and what stage to put it in. Even better, Pipedrive offered the alternative of including customized fields to the deal details, which would be great for scoring leads and designating priority to deals. Does Pipedrive Integrate With Outlook.
Establishing an entirely new deal pipeline was just as simple. You can include as many phases as you want, and Pipedrive allows you to designate a probability to each phase to show the possibility of a deal in the stage closing. (Pipedrive does not use past data to automatically compute these possibilities.).
Pipedrive CRM: Getting custom reports
Browsing the reporting module within Pipedrive was just as straightforward. The platform consists of a default dashboard and 11 premade reports, which on their own will provide a lot of information 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 workers.
Producing a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can integrate with rational operators to develop a highly particular dataset, which you can then outline onto several different chart types. Listed below the charts, you'll find a summary table with all of the relevant information and an alternative to export a CSV for further analysis.
All customized reports can be saved and organized into folders for quick access later.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being very easy to use. For the price, it lacks some innovative functions that we have actually seen in similar CRM software application.
One of the most significant competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just somewhat more than Pipedrive. Zoho CRM provides unrestricted pipelines and dashboards similar to Pipedrive, however it also provides limitless workflow automations with its entry-level strategy. It likewise provides email marketing– a crucial function of an extensive CRM– as a basic feature.
The disadvantage to Zoho CRM is that its feature-rich user interface isn't easy to use, particularly if you're diving into CRM software for the first time. Our Zoho CRM review( opens in new tab) found that the platform has a steep knowing curve. Navigating that curve may be worth it if your company requires to understand how to prioritize offers or desires to utilize e-mail marketing to bring in new leads.
Another Pipedrive option that's worth a look is Apptivo. This platform is uncommon because it provides just a fundamental set of CRM functions, then lets you personalize the software application with lots of apps. That's a major benefit if your service is scaling rapidly, given that you can easily add features onto the software application as you require them.
The only thing missing in Apptivo is the capability to drag and drop deals through your pipeline. However that's barely necessary, and for the rate– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it's a better option for most growing organizations. Does Pipedrive Integrate With Outlook.
Pipedrive: Final verdict – Does Pipedrive Integrate With Outlook
Pipedrive is among the most easy to use CRM platforms we've evaluated. It's simple to navigate from the moment you first open the platform and allows you to just drag and drop deals as they move through your sales pipeline. It's also extremely adjustable, providing unlimited offer pipelines and excellent reporting abilities. Does Pipedrive Integrate With Outlook.
While Pipedrive does a terrific job at assisting your team handle offers and set up conferences with possible customers, we found that it's much more limited in scope and functionality than competing CRM software. Pipedrive has only the most basic email marketing tools offered and doesn't provide any features for project management. In addition, list building features like web kinds and chatbots need a paid add-on.
Ultimately, that means that Pipedrive can work well for services that are upgrading to a CRM for the first time. It might not be the best option for businesses that are looking for an extensive, scalable CRM service.
For that, we think Zoho CRM or Apptivo are much better alternatives. Apptivo in particular stands apart because it costs significantly less than Pipedrive and provides much of the same performance. Apptivo's platform, which uses apps like foundation, can likewise much better grow with the requirements of your service.