Pipedrive CRM evaluation – Does Pipedrive Sync With Outlook
We evaluate Pipedrive, an easy to use CRM that's got all the standard tools without the premium features or pricetag. Does Pipedrive Sync With Outlook.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized organizations. Find out if it's the best CRM software solutions( opens in new tab) for your company in our Pipedrive CRM evaluation. Does Pipedrive Sync With Outlook.
Pipedrive CRM review: Snapshot
Pipedrive is a very easy to use CRM that's perfect for small businesses relying on CRM software for the very first time. It permits you to develop an unlimited number of custom-made deal pipelines and move offers through them simply by dragging and dropping. The platform likewise offers highly personalized reports, straightforward calendar and email integrations, and automated workflows to enhance your sales procedure.
While Pipedrive does a terrific task with the tools it has, it's missing a lot of tools that growing businesses require. It does not offer job management tools and there are relatively couple of email marketing tools. You likewise have to pay additional for web kinds and chatbots that can assist you generate brand-new leads.
Overall, we enjoy the experience of using Pipedrive, but we do not think the platform stands apart in the congested field of CRM software application. For approximately half the cost, Apptivo is just as easy to use, uses just as many personalization choices, and consists of e-mail marketing and project management tools.
Pipedrive CRM essential features
Among the very best features of Pipedrive is how simple it is to manage deals. The platform starts you off with a default offer pipeline that ought to work for a lot of services. You can create an unlimited number of custom deal pipelines, each with as many steps as you require. The offer pipelines are basically kanban boards, enabling you to drag and drop deals from one stage to the next as your sales group makes progress.
Pipedrive consists of an integrated calendar for quickly arranging meetings and tasks. If you utilize Outlook or Google Calendar, you can set up automated two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose meeting times to a customer by designating particular times that you're offered. Helpfully, upcoming meetings are shown in your deal pipelines by a series of icons.
Pipedrive deals a brand-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 easy web types that you can embed in your website in addition to a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can assist you find potential customers from a database of more than 400 million online profiles. Does Pipedrive Sync With Outlook.
The reporting user interface in Pipedrive is another highlight of this platform. You can create an unrestricted variety of customized reporting dashboards and dozens of custom 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 top offers. The software application includes more than 30 workflow design templates that can automatically move offers through your pipeline, schedule conferences, or activate emails. You can also develop your own workflows utilizing an uncomplicated visual editing interface.
Pipedrive CRM: What's new?
Pipedrive has been busy making updates to its platform considering that we last examined 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 Sync With Outlook.
Pipedrive also added two-factor authentication and gave users the capability to group custom reports within the reporting control panel.
Pipedrive CRM: Prices
Pipedrive deals 4 prices strategies: Important, Advanced, Specialist, and Business. All plans include unlimited offer pipelines, contacts and adjustable reports.
Pipedrive CRM Important Strategy
The Vital plan has just limited activity management functions and doesn't consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, however lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Expert strategy allows you to arrange your sales workers into groups, offers more comprehensive reporting choices, and offers custom-made report fields.
Pipedrive CRM Business Strategy
The Enterprise plan features phone assistance (in addition to live chat, offered on all strategies) and security informs.
Strategies can be paid monthly, or yearly for a discount. You can try out Pipedrive free of charge for 14 days prior to buying a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to utilize and how much leeway the custom-made pipelines and control panels afford.
Pipedrive CRM: Adding offers
We started working in Pipedrive by creating a set of deals. The process was incredibly easy, given that you can include deals right from inside your deal pipeline instead of requiring to very first navigate to the pertinent contact.
A pop-up let us include information about the contact behind the offer, the offer's anticipated value, which pipeline to add it to, and what stage to put it in. Even better, Pipedrive provided the option of including custom fields to the offer information, which would be great for scoring leads and designating priority to offers. Does Pipedrive Sync With Outlook.
Setting up a completely new deal pipeline was just as simple. You can include as lots of stages as you desire, and Pipedrive enables you to designate a probability to each phase to show the probability of a deal in the stage closing. (Pipedrive does not use past information to instantly determine these possibilities.).
Pipedrive CRM: Generating customized reports
Navigating the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default dashboard and 11 premade reports, which by themselves will offer a lot of details for many small businesses. Reports in the control panel can be reorganized simply by dragging and dropping and filtered by date range or a set of employees.
Producing a new report just took a few clicks. Pipedrive deals a set of filters that you can integrate with rational operators to produce an extremely particular dataset, which you can then outline onto a number of different chart types. Below the charts, you'll discover a summary table with all of the appropriate information and an alternative to export a CSV for further analysis.
All custom reports can be conserved and organized into folders for fast gain access to later on.
Alternatives to Pipedrive CRM
Pipedrive stands out for being very easy to use. For the price, it does not have some advanced features that we have actually seen in comparable CRM software application.
Among the most significant competitors to Pipedrive is Zoho CRM( opens in new tab), which costs simply slightly more than Pipedrive. Zoho CRM uses unrestricted pipelines and control panels just like Pipedrive, but it likewise uses endless workflow automations with its entry-level plan. It also uses email marketing– an important function of a detailed CRM– as a standard feature.
The disadvantage to Zoho CRM is that its feature-rich interface isn't easy to use, especially 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 high knowing curve. Browsing that curve might be worth it if your business requires to know how to prioritize deals or wants to utilize e-mail marketing to bring in new leads.
Another Pipedrive alternative that's worth a look is Apptivo. This platform is uncommon in that it provides only a fundamental set of CRM functions, then lets you customize the software application with lots of apps. That's a significant benefit if your business is scaling quickly, since you can easily add functions onto the software as you require them.
The only thing missing in Apptivo is the capability to drag and drop offers through your pipeline. But that's barely necessary, and for the price– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we think it's a much better option for many growing organizations. Does Pipedrive Sync With Outlook.
Pipedrive: Final verdict – Does Pipedrive Sync With Outlook
Pipedrive is one of the most easy to use CRM platforms we've evaluated. It's simple to browse 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 likewise highly customizable, providing limitless offer pipelines and excellent reporting abilities. Does Pipedrive Sync With Outlook.
While Pipedrive does a fantastic task at helping your team manage deals and set up meetings with possible clients, we discovered that it's far more limited in scope and performance than completing CRM software application. Pipedrive has just one of the most basic e-mail marketing tools readily available and doesn't use any functions for task management. In addition, lead generation functions like web kinds and chatbots need a paid add-on.
Ultimately, that suggests that Pipedrive can work well for services that are upgrading to a CRM for the very first time. However, it might not be the best choice for companies that are trying to find an extensive, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are better alternatives. Apptivo in particular stands apart due to the fact that it costs considerably less than Pipedrive and provides much of the same performance. Apptivo's platform, which uses apps like building blocks, can likewise better grow with the requirements of your company.