Pipedrive CRM review – Gravity Forms Pipedrive Add On
We examine Pipedrive, an user-friendly CRM that's got all the basic tools without the premium features or pricetag. Gravity Forms Pipedrive Add On.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized services. Discover if it's the best CRM software application solutions( opens in brand-new tab) for your company in our Pipedrive CRM review. Gravity Forms Pipedrive Add On.
Pipedrive CRM review: Snapshot
Pipedrive is a very user-friendly CRM that's ideal for small companies relying on CRM software for the first time. It permits you to build a limitless number of custom offer pipelines and move deals through them just by dragging and dropping. The platform likewise offers extremely customizable reports, uncomplicated calendar and e-mail combinations, and automated workflows to simplify your sales procedure.
While Pipedrive does a fantastic job with the tools it has, it's missing out on a lot of tools that growing businesses require. It does not provide job management tools and there are fairly few e-mail marketing tools. You also need to pay additional for web kinds and chatbots that can help you generate new leads.
Overall, we enjoy the experience of using Pipedrive, but we don't believe 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 choices, and consists of email marketing and task management tools.
Pipedrive CRM key functions
Among the very best features of Pipedrive is how easy it is to handle offers. The platform starts you off with a default offer pipeline that must work for many companies. Additionally, you can produce an unlimited number of customized deal pipelines, each with as numerous steps as you require. The deal 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 a built-in calendar for quickly arranging 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 conference times to a client by designating specific times that you're readily available. Helpfully, upcoming meetings are displayed in your deal pipelines by a series of icons.
Pipedrive offers 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 plans 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 features a web scraping tool that can help you discover prospective clients from a database of more than 400 million online profiles. Gravity Forms Pipedrive Add On.
The reporting interface in Pipedrive is another highlight of this platform. You can produce an endless variety of customized reporting dashboards and dozens of customized reports. All information can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to help your sales team stay on top offers. The software includes more than 30 workflow templates that can immediately move deals through your pipeline, schedule conferences, or set off emails. You can likewise develop your own workflows utilizing a simple visual modifying user interface.
Pipedrive CRM: What's new?
Pipedrive has been busy making updates to its platform since we last reviewed this CRM. It recently added combinations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Gravity Forms Pipedrive Add On.
Pipedrive also included two-factor authentication and offered users the capability to group customized reports within the reporting dashboard.
Pipedrive CRM: Prices
Pipedrive offers four pricing strategies: Essential, Advanced, Expert, and Enterprise. All plans include endless offer pipelines, contacts and personalized reports.
Pipedrive CRM Necessary Plan
The Vital plan has just limited activity management features and doesn't include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy adds automation, however does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Strategy
The Specialist plan enables you to arrange your sales workers into teams, provides more in-depth reporting choices, and uses customized report fields.
Pipedrive CRM Enterprise Plan
The Enterprise plan features phone support (in addition to live chat, available on all plans) and security alerts.
Plans can be paid monthly, or each year for a discount. You can experiment with Pipedrive free of charge for 2 week prior to buying a plan.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to use and how much leeway the custom pipelines and control panels manage.
Pipedrive CRM: Adding deals
We began operating in Pipedrive by developing a set of offers. The process was exceptionally easy, because you can add deals right from inside your offer pipeline instead of needing to very first browse to the appropriate contact.
A pop-up let us include information about the contact behind the offer, the offer's anticipated value, which pipeline to include it to, and what phase to put it in. Even better, Pipedrive offered the option of adding custom-made fields to the deal details, which would be excellent for scoring leads and appointing priority to offers. Gravity Forms Pipedrive Add On.
Establishing a completely new deal pipeline was just as easy. You can add as numerous phases as you desire, and Pipedrive enables you to appoint a likelihood to each stage to show the probability of a deal in the stage closing. (Pipedrive doesn't utilize past information to instantly calculate these possibilities.).
Pipedrive CRM: Generating custom reports
Navigating the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default control panel and 11 premade reports, which on their own will use lots of details for lots of small companies. 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 few clicks. Pipedrive deals a set of filters that you can integrate with logical operators to develop an extremely particular dataset, which you can then outline onto numerous various 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 more analysis.
All customized reports can be saved and grouped into folders for fast access later.
Alternatives to Pipedrive CRM
Pipedrive stick out for being extremely easy to use. For the rate, it does not have some sophisticated functions that we've seen in equivalent 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 endless pipelines and control panels similar to Pipedrive, but it likewise offers unrestricted workflow automations with its entry-level strategy. It also offers email marketing– a crucial function of an extensive CRM– as a basic 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 for the first time. Our Zoho CRM evaluation( opens in brand-new tab) discovered that the platform has a steep learning curve. Navigating that curve might be worth it if your business needs to know how to focus on deals or wants to use e-mail marketing to bring in brand-new leads.
Another Pipedrive alternative that deserves a look is Apptivo. This platform is uncommon because it offers just a fundamental set of CRM functions, then lets you customize the software with dozens of apps. That's a significant advantage if your organization is scaling rapidly, because you can easily include features onto the software application as you require them.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. However that's barely important, and for the rate– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we think it's a better option for many growing businesses. Gravity Forms Pipedrive Add On.
Pipedrive: Final decision – Gravity Forms Pipedrive Add On
Pipedrive is among the most easy to use CRM platforms we've tested. It's easy to navigate from the moment you initially open the platform and enables you to merely drag and drop offers as they move through your sales pipeline. It's likewise extremely personalized, offering unrestricted offer pipelines and excellent reporting abilities. Gravity Forms Pipedrive Add On.
While Pipedrive does a fantastic task at assisting your group manage deals and established conferences with possible customers, we found that it's far more limited in scope and performance than contending CRM software application. Pipedrive has only the most fundamental e-mail marketing tools available and does not offer any functions for project management. In addition, list building features like web types and chatbots require a paid add-on.
Ultimately, that indicates that Pipedrive can work well for organizations that are updating to a CRM for the very first time. It might not be the finest alternative for companies that are looking for a detailed, scalable CRM service.
For that, we think Zoho CRM or Apptivo are much better alternatives. Apptivo in particular stands out because it costs considerably less than Pipedrive and provides much of the exact same functionality. Apptivo's platform, which uses apps like foundation, can likewise much better grow with the needs of your company.