Pipedrive CRM review – How To Integrate Pipedrive With Google Calendar
We review Pipedrive, an easy to use CRM that's got all the fundamental tools without the premium functions or pricetag. How To Integrate Pipedrive With Google Calendar.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized companies. Learn if it's the very best CRM software application services( opens in new tab) for your business in our Pipedrive CRM evaluation. How To Integrate Pipedrive With Google Calendar.
Pipedrive CRM evaluation: Snapshot
Pipedrive is an exceptionally easy to use CRM that's ideal for small businesses turning to CRM software application for the very first time. It permits you to construct an unlimited number of custom-made offer pipelines and move offers through them just by dragging and dropping. The platform likewise offers extremely personalized reports, uncomplicated calendar and e-mail integrations, and automated workflows to improve your sales process.
While Pipedrive does an excellent task with the tools it has, it's missing out on a great deal of tools that growing organizations require. It doesn't use job management tools and there are reasonably few email marketing tools. You likewise have to pay additional for web kinds and chatbots that can help you create brand-new leads.
In general, we take pleasure in the experience of using Pipedrive, however we do not think the platform stands out in the congested field of CRM software application. For roughly half the cost, Apptivo is just as easy to use, uses just as many customization alternatives, and includes e-mail marketing and project management tools.
Pipedrive CRM crucial features
Among the very best things about Pipedrive is how easy it is to handle deals. The platform begins you off with a default deal pipeline that must work for the majority of services. You can develop a limitless number of custom-made deal pipelines, each with as numerous actions as you require. The deal pipelines are essentially kanban boards, enabling you to drag and drop deals from one phase to the next as your sales group makes progress.
Pipedrive includes an integrated calendar for quickly scheduling conferences and tasks. If you utilize Outlook or Google Calendar, you can establish automated two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose meeting times to a client by designating specific times that you're readily available. Helpfully, upcoming conferences 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 strategies that expenses $39 per month. It consists of basic web kinds that you can embed in your website in addition to a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can help you find potential customers from a database of more than 400 million online profiles. How To Integrate Pipedrive With Google Calendar.
The reporting user interface in Pipedrive is another highlight of this platform. You can produce an endless variety of custom-made reporting control panels and dozens of custom reports. All information can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to assist your sales group stay on top deals. The software includes more than 30 workflow design templates that can instantly move deals through your pipeline, schedule meetings, or trigger e-mails. You can also create your own workflows utilizing a straightforward visual modifying user interface.
Pipedrive CRM: What's brand-new?
Pipedrive has actually been busy making updates to its platform because we last reviewed this CRM. It just recently included integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. How To Integrate Pipedrive With Google Calendar.
Pipedrive also included two-factor authentication and provided users the ability to group customized reports within the reporting control panel.
Pipedrive CRM: Pricing
Pipedrive offers four pricing strategies: Necessary, Advanced, Expert, and Enterprise. All plans include unrestricted offer pipelines, contacts and personalized reports.
Pipedrive CRM Necessary Strategy
The Essential strategy has just limited activity management features and doesn't consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy adds automation, but lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Expert plan enables you to arrange your sales employees into groups, offers more detailed reporting choices, and provides customized report fields.
Pipedrive CRM Business Plan
The Business strategy includes phone assistance (in addition to live chat, available on all strategies) and security alerts.
Strategies can be paid monthly, or each year for a discount rate. You can try out Pipedrive free of charge for 14 days prior to buying a plan.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to use and how much freedom the custom pipelines and control panels afford.
Pipedrive CRM: Adding deals
We began working in Pipedrive by developing a set of deals. The procedure was extremely basic, considering that you can add deals right from inside your offer pipeline instead of requiring to first browse to the relevant contact.
A pop-up let us add information about the contact behind the offer, the offer's anticipated worth, which pipeline to add it to, and what stage to put it in. Even better, Pipedrive provided the alternative of including customized fields to the deal information, which would be excellent for scoring leads and appointing priority to offers. How To Integrate Pipedrive With Google Calendar.
Establishing a totally new deal pipeline was just as easy. You can include as many phases as you want, and Pipedrive enables you to assign a probability to each stage to show the probability of a handle the stage closing. (Pipedrive doesn't use previous data to immediately determine these possibilities.).
Pipedrive CRM: Generating custom-made reports
Browsing the reporting module within Pipedrive was just as simple. The platform consists of a default control panel and 11 premade reports, which by themselves will offer plenty of info for many small businesses. Reports in the dashboard can be reorganized just by dragging and dropping and filtered by date range or a set of staff members.
Creating a brand-new report just took a couple of clicks. Pipedrive offers a set of filters that you can combine with sensible operators to develop 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 pertinent data and a choice to export a CSV for more analysis.
All custom reports can be saved and organized into folders for fast access later.
Alternatives to Pipedrive CRM
Pipedrive stick out for being exceptionally easy to use. For the cost, it lacks some innovative functions that we have actually seen in similar CRM software.
Among the most noteworthy rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just somewhat more than Pipedrive. Zoho CRM offers unrestricted pipelines and dashboards just like Pipedrive, however it likewise provides unrestricted workflow automations with its entry-level strategy. It also offers email marketing– a vital function of a comprehensive CRM– as a standard function.
The downside to Zoho CRM is that its feature-rich user interface isn't easy to use, especially if you're diving into CRM software for the first time. Our Zoho CRM review( opens in new tab) discovered that the platform has a high learning curve. Browsing that curve may be worth it if your business requires to know how to prioritize offers or desires to use e-mail marketing to bring in new leads.
Another Pipedrive option that deserves a look is Apptivo. This platform is unusual because it supplies only a fundamental set of CRM functions, then lets you customize the software application with dozens of apps. That's a significant benefit if your business is scaling quickly, since you can easily include functions onto the software application as you require them.
The only thing missing in Apptivo is the ability to drag and drop deals through your pipeline. But that's barely necessary, and for the price– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a better option for many growing services. How To Integrate Pipedrive With Google Calendar.
Pipedrive: Final decision – How To Integrate Pipedrive With Google Calendar
Pipedrive is one of the most easy to use CRM platforms we've checked. It's easy to navigate from the minute 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 customizable, providing endless offer pipelines and outstanding reporting abilities. How To Integrate Pipedrive With Google Calendar.
While Pipedrive does a terrific job at helping your group manage deals and established conferences with prospective clients, we found that it's far more limited in scope and functionality than contending CRM software application. Pipedrive has only one of the most standard e-mail marketing tools available and doesn't offer any functions for project management. In addition, list building features like web kinds and chatbots need a paid add-on.
Ultimately, that indicates that Pipedrive can work well for companies that are upgrading to a CRM for the first time. It may not be the finest option for services that are looking for a thorough, scalable CRM service.
For that, we think Zoho CRM or Apptivo are better options. Apptivo in particular stands apart due to the fact that it costs significantly less than Pipedrive and uses much of the exact same functionality. Apptivo's platform, which utilizes apps like building blocks, can also much better grow with the needs of your business.