Pipedrive CRM evaluation – How Do I Get Pipedrive To Integrate With Podio

We examine Pipedrive, an user-friendly CRM that's got all the fundamental tools without the premium features or pricetag. How Do I Get Pipedrive To Integrate With Podio.

Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized services. Learn if it's the very best CRM software application services( opens in new tab) for your business in our Pipedrive CRM evaluation. How Do I Get Pipedrive To Integrate With Podio.

 

Pipedrive CRM review: Snapshot

Pipedrive is an incredibly user-friendly CRM that's perfect for small companies turning to CRM software for the first time. It enables you to develop an unlimited variety of custom 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 simplify your sales procedure.

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While Pipedrive does a great task with the tools it has, it's missing out on a lot of tools that growing companies need. It doesn't provide project management tools and there are relatively few email marketing tools. You also have to pay additional for web forms and chatbots that can assist you generate new leads.

 

Overall, we take pleasure in the experience of using Pipedrive, however we do not believe the platform sticks out in the crowded field of CRM software application. For roughly half the cost, Apptivo is just as easy to use, uses just as many personalization choices, and includes email marketing and project management tools.

 

 

Pipedrive CRM crucial functions

One of the very best things about Pipedrive is how simple it is to handle offers. The platform begins you off with a default deal pipeline that must work for many organizations. Alternatively, you can develop a limitless number of custom-made offer pipelines, each with as numerous steps as you require. The offer pipelines are essentially kanban boards, permitting you to drag and drop deals from one stage to the next as your sales team makes progress.

 

Pipedrive consists of a built-in calendar for quickly arranging meetings and jobs. If you use Outlook or Google Calendar, you can establish 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 offered. Helpfully, upcoming meetings are shown 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 strategies that costs $39 each month. It consists of basic web types that you can embed in your site as well as a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can assist you find possible clients from a database of more than 400 million online profiles. How Do I Get Pipedrive To Integrate With Podio.

 

The reporting user interface in Pipedrive is another highlight of this platform. You can produce an unrestricted number of customized reporting dashboards and dozens of customized reports. All information 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 stay on top deals. The software application comes with more than 30 workflow templates that can immediately move deals through your pipeline, schedule conferences, or set off e-mails. You can also create your own workflows utilizing a straightforward visual editing user interface.

 

 

 

Pipedrive CRM: What's new?

Pipedrive has actually been busy making updates to its platform given that we last evaluated this CRM. It recently added combinations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. How Do I Get Pipedrive To Integrate With Podio.

Pipedrive also included two-factor authentication and offered users the capability to group custom-made reports within the reporting control panel.

 

 

Pipedrive CRM: Pricing

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Pipedrive deals four pricing plans: Necessary, Advanced, Specialist, and Business. All strategies include unrestricted deal pipelines, contacts and customizable reports.

Pipedrive CRM Vital Plan

The Essential strategy has only limited activity management features and does not include workflow automation.

 

Pipedrive CRM Advanced Plan

The Advanced plan adds automation, however lacks integration with cloud storage platforms like Google Drive.

Pipedrive CRM Specialist Strategy

The Expert plan enables you to arrange your sales employees into teams, offers more comprehensive reporting options, and provides custom-made report fields.

Pipedrive CRM Business Strategy

The Enterprise strategy comes with phone assistance (in addition to live chat, offered on all strategies) and security alerts.

Plans can be paid monthly, or each year for a discount rate. You can try Pipedrive free of charge for 2 week before purchasing a plan.

 

 

 

Testing Pipedrive CRM

 

We took Pipedrive for a spin to see how easy this software is to use and just how much freedom the customized pipelines and control panels pay for.

 

Pipedrive CRM: Adding offers
We began working in Pipedrive by producing a set of offers. The process was incredibly basic, given that you can add offers right from inside your offer pipeline instead of requiring to very first navigate to the pertinent contact.

 

A pop-up let us add details 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 option of adding custom-made fields to the deal information, which would be terrific for scoring leads and assigning top priority to deals. How Do I Get Pipedrive To Integrate With Podio.

 

Establishing an entirely new deal pipeline was just as simple. You can add as many stages as you desire, and Pipedrive enables you to designate a possibility to each stage to indicate the likelihood of a deal in the stage closing. (Pipedrive does not utilize previous information to immediately determine these probabilities.).

 

 

 

Pipedrive CRM: Getting custom reports

Navigating the reporting module within Pipedrive was just as uncomplicated. The platform includes a default dashboard and 11 premade reports, which by themselves will use plenty of info for numerous small businesses. Reports in the control panel can be reorganized just by dragging and dropping and filtered by date range or a set of staff members.

 

Developing a brand-new report just took a couple of clicks. Pipedrive offers a set of filters that you can combine with sensible operators to produce a highly 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 a choice to export a CSV for additional analysis.

 

All custom reports can be conserved and organized into folders for quick access later on.

 

 

Alternatives to Pipedrive CRM

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Pipedrive stands out for being extremely easy to use. For the cost, it does not have some advanced features that we have actually seen in comparable CRM software.

 

Among the most notable rivals to Pipedrive is Zoho CRM( opens in new tab), which costs simply somewhat more than Pipedrive. Zoho CRM uses limitless pipelines and control panels much like Pipedrive, however it likewise uses unrestricted workflow automations with its entry-level strategy. It also offers e-mail marketing– a critical function of an extensive CRM– as a standard function.

 

The drawback 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 learning curve. Navigating that curve might be worth it if your service needs to understand how to focus on deals or wants to use email marketing to bring in brand-new leads.

Another Pipedrive option that deserves an appearance is Apptivo. This platform is uncommon because it provides only a basic set of CRM functions, then lets you personalize the software with dozens of apps. That's a significant advantage if your organization is scaling rapidly, because you can quickly include features onto the software application as you require them.

 

The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. But that's hardly important, and for the cost– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a better option for a lot of growing companies. How Do I Get Pipedrive To Integrate With Podio.

 

 

 

Pipedrive: Final verdict – How Do I Get Pipedrive To Integrate With Podio

Pipedrive is one of the most easy to use CRM platforms we've evaluated. It's simple to browse from the moment you first open the platform and allows you to simply drag and drop deals as they move through your sales pipeline. It's also extremely personalized, providing limitless deal pipelines and outstanding reporting capabilities. How Do I Get Pipedrive To Integrate With Podio.

 

While Pipedrive does a terrific task at assisting your group handle offers and set up meetings with prospective clients, we discovered that it's far more restricted in scope and functionality than competing CRM software application. Pipedrive has only one of the most basic email marketing tools available and does not offer any functions for task management. In addition, lead generation features like web forms 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 choice for organizations that are looking for an extensive, scalable CRM solution.

 

For that, we believe Zoho CRM or Apptivo are much better alternatives. Apptivo in particular sticks out since it costs considerably less than Pipedrive and provides much of the very same functionality. Apptivo's platform, which utilizes apps like foundation, can also much better grow with the requirements of your organization.

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