Pipedrive CRM evaluation – Hubspot Crm Case Study

We examine Pipedrive, an easy to use CRM that's got all the fundamental tools without the premium features or pricetag. Hubspot Crm Case Study.

Hubspot Crm Case Study

Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized businesses. Learn if it's the best CRM software application services( opens in new tab) for your business in our Pipedrive CRM evaluation. Hubspot Crm Case Study.

 

Pipedrive CRM evaluation: Snapshot

Pipedrive is an extremely easy to use CRM that's perfect for small businesses relying on CRM software application for the first time. It allows you to develop an unlimited variety of custom-made offer pipelines and move deals through them simply by dragging and dropping. The platform also offers highly personalized reports, straightforward calendar and e-mail combinations, and automated workflows to improve your sales process.

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While Pipedrive does a terrific task with the tools it has, it's missing a lot of tools that growing organizations need. It doesn't use project management tools and there are relatively couple of email marketing tools. You also have to pay extra for web types and chatbots that can help you create new leads.

 

Overall, we delight in the experience of using Pipedrive, but we do not think the platform stands out in the congested field of CRM software. For approximately half the cost, Apptivo is just as easy to use, uses just as lots of modification options, and includes e-mail marketing and task management tools.

 

 

Pipedrive CRM crucial features

One of the best aspects of Pipedrive is how simple it is to handle deals. The platform begins you off with a default deal pipeline that need to work for a lot of services. Alternatively, you can develop a limitless variety of custom-made deal pipelines, each with as numerous actions as you need. The deal pipelines are basically kanban boards, enabling 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 conferences and jobs. If you use Outlook or Google Calendar, you can set up automatic two-way sync with your Pipedrive calendar.

 

The calendar module in Pipeline enables you to propose meeting times to a customer by designating specific times that you're offered. Helpfully, upcoming conferences are shown in your deal pipelines by a series of icons.

 

Pipedrive offers a new suite of tools called Leadbooster to help you find new leads. This is a paid add-on to any of Pipedrive's strategies that expenses $39 each month. It includes simple web kinds that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can assist you find potential clients from a database of more than 400 million online profiles. Hubspot Crm Case Study.

 

The reporting user interface in Pipedrive is another highlight of this platform. You can create an unlimited variety of custom-made reporting dashboards and lots of customized reports. All information can be exported to Excel with a click if you want much more analytical power.

 

Pipedrive supports automated workflows to assist your sales team remain on leading deals. The software comes with more than 30 workflow design templates that can automatically move offers through your pipeline, schedule conferences, or activate e-mails. You can likewise develop your own workflows utilizing an uncomplicated visual editing user interface.

 

 

 

Pipedrive CRM: What's brand-new?

Pipedrive has actually been hectic making updates to its platform since we last evaluated this CRM. It recently included combinations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Hubspot Crm Case Study.

Pipedrive likewise added two-factor authentication and offered users the capability to group custom reports within the reporting control panel.

 

 

Pipedrive CRM: Prices

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Pipedrive deals four pricing strategies: Important, Advanced, Specialist, and Enterprise. All plans include unrestricted offer pipelines, contacts and customizable reports.

Pipedrive CRM Important Plan

The Important strategy has just limited activity management features and does not include workflow automation.

 

Pipedrive CRM Advanced Plan

The Advanced strategy adds automation, however does not have combination with cloud storage platforms like Google Drive.

Pipedrive CRM Expert Strategy

The Expert strategy enables you to organize your sales employees into teams, supplies more in-depth reporting choices, and offers custom-made report fields.

Pipedrive CRM Business Strategy

The Enterprise plan comes with 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 Pipedrive totally free for 14 days before buying a strategy.

 

 

 

Testing Pipedrive CRM

 

We took Pipedrive for a spin to see how easy this software application is to use and just how much leeway the customized pipelines and dashboards manage.

 

Pipedrive CRM: Including deals
We started operating in Pipedrive by producing a set of offers. The process was exceptionally basic, considering that you can add offers right from inside your offer pipeline instead of needing to very first browse to the pertinent 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 phase to put it in. Even much better, Pipedrive offered the alternative of adding customized fields to the offer details, which would be fantastic for scoring leads and assigning top priority to deals. Hubspot Crm Case Study.

 

Establishing a totally new deal pipeline was just as easy. You can add as numerous stages as you desire, and Pipedrive allows you to assign a possibility to each stage to suggest the probability of a handle the stage closing. (Pipedrive does not utilize past information to immediately determine these possibilities.).

 

 

 

Pipedrive CRM: Generating custom-made reports

Browsing the reporting module within Pipedrive was just as simple. The platform includes a default dashboard and 11 premade reports, which on their own will offer lots of details for numerous small companies. Reports in the control panel can be reorganized simply by dragging and dropping and filtered by date range or a set of workers.

 

Developing a new report just took a couple of clicks. Pipedrive offers a set of filters that you can combine with sensible operators to develop a highly specific dataset, which you can then plot onto several different chart types. Below the charts, you'll find a summary table with all of the pertinent data and a choice to export a CSV for additional analysis.

 

All custom-made reports can be saved and organized into folders for quick access later.

 

 

Alternatives to Pipedrive CRM

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Pipedrive stand apart for being extremely easy to use. Nevertheless, for the rate, it does not have some sophisticated features that we've seen in comparable CRM software application.

 

One of the most noteworthy rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply somewhat more than Pipedrive. Zoho CRM uses limitless pipelines and dashboards just like Pipedrive, however it also provides unlimited workflow automations with its entry-level plan. It also offers e-mail marketing– a vital function of an extensive CRM– as a standard function.

 

The downside to Zoho CRM is that its feature-rich interface isn't easy to use, specifically 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 knowing curve. However, navigating that curve may be worth it if your service requires to know how to focus on deals or wishes to utilize e-mail marketing to bring in new leads.

Another Pipedrive option that deserves an appearance is Apptivo. This platform is unusual because it supplies only a standard set of CRM functions, then lets you customize the software with lots of apps. That's a significant benefit if your business is scaling rapidly, since you can quickly add features onto the software as you need them.

 

The only thing missing in Apptivo is the ability to drag and drop offers through your pipeline. That's barely necessary, and for the price– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a much better choice for many growing businesses. Hubspot Crm Case Study.

 

 

 

Pipedrive: Final verdict – Hubspot Crm Case Study

Pipedrive is among the most user-friendly CRM platforms we've checked. It's easy to navigate from the minute you first open the platform and enables you to simply drag and drop deals as they move through your sales pipeline. It's also highly personalized, providing limitless offer pipelines and excellent reporting abilities. Hubspot Crm Case Study.

 

While Pipedrive does a terrific task at helping your group manage offers and set up meetings with prospective clients, we found that it's far more restricted in scope and functionality than competing CRM software. Pipedrive has just one of the most basic e-mail marketing tools available and does not use any functions for task management. In addition, list building functions like web forms and chatbots require a paid add-on.

 

Ultimately, that implies that Pipedrive can work well for companies that are updating to a CRM for the first time. However, it might not be the best option for businesses that are looking for a comprehensive, scalable CRM service.

 

For that, we think Zoho CRM or Apptivo are much better options. Apptivo in particular sticks out since it costs substantially less than Pipedrive and uses much of the very same performance. Apptivo's platform, which utilizes apps like foundation, can likewise much better grow with the requirements of your company.

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