Pipedrive CRM review – Hubspot Crm For Nonprofits

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

Hubspot Crm For Nonprofits

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 solutions( opens in brand-new tab) for your business in our Pipedrive CRM evaluation. Hubspot Crm For Nonprofits.

 

Pipedrive CRM evaluation: Snapshot

Pipedrive is an exceptionally user-friendly CRM that's perfect for small businesses turning to CRM software application for the first time. It permits you to develop an unrestricted variety of custom-made offer pipelines and move offers through them simply by dragging and dropping. The platform also offers highly adjustable reports, straightforward calendar and email combinations, and automated workflows to simplify your sales process.

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While Pipedrive does a fantastic job with the tools it has, it's missing a great deal of tools that growing companies require. It does not offer job management tools and there are relatively couple of email marketing tools. You likewise need to pay extra for web kinds and chatbots that can help you produce new leads.

 

In general, we delight in the experience of using Pipedrive, but we do not believe the platform stands out in the crowded field of CRM software. For roughly half the rate, Apptivo is just as easy to use, provides just as lots of personalization choices, and includes e-mail marketing and project management tools.

 

 

Pipedrive CRM key features

Among the best aspects of Pipedrive is how simple it is to handle deals. The platform starts you off with a default offer pipeline that must work for a lot of organizations. You can produce a limitless number of custom-made deal pipelines, each with as many steps as you require. The deal pipelines are essentially kanban boards, enabling you to drag and drop deals from one stage to the next as your sales team makes progress.

 

Pipedrive consists of an integrated calendar for quickly arranging conferences and jobs. If you utilize Outlook or Google Calendar, you can set up automatic two-way sync with your Pipedrive calendar.

 

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

 

Pipedrive offers a new suite of tools called Leadbooster to assist you find new leads. This is a paid add-on to any of Pipedrive's plans that costs $39 each month. It consists of basic web types that you can embed in your website in addition to a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can assist you discover possible clients from a database of more than 400 million online profiles. Hubspot Crm For Nonprofits.

 

The reporting user interface in Pipedrive is another highlight of this platform. You can develop a limitless number of custom reporting control panels and dozens of customized reports. All data 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 stay on top deals. The software features more than 30 workflow design templates that can instantly move offers through your pipeline, schedule meetings, or trigger e-mails. You can also create your own workflows using a simple visual modifying user interface.

 

 

 

Pipedrive CRM: What's brand-new?

Pipedrive has actually been busy making updates to its platform because we last examined this CRM. It just recently included integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Hubspot Crm For Nonprofits.

Pipedrive likewise included two-factor authentication and offered users the ability to group customized reports within the reporting dashboard.

 

 

Pipedrive CRM: Prices

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Pipedrive offers four pricing plans: Necessary, Advanced, Specialist, and Enterprise. All strategies include endless offer pipelines, contacts and customizable reports.

Pipedrive CRM Essential Strategy

The Vital plan has just restricted activity management functions and doesn't include workflow automation.

 

Pipedrive CRM Advanced Strategy

The Advanced plan includes automation, however does not have integration with cloud storage platforms like Google Drive.

Pipedrive CRM Specialist Plan

The Expert strategy enables you to arrange your sales workers into teams, offers more detailed reporting choices, and provides custom-made report fields.

Pipedrive CRM Enterprise Plan

The Enterprise strategy comes with phone support (in addition to live chat, offered on all plans) and security signals.

Plans can be paid monthly, or yearly for a discount rate. You can try Pipedrive for free for 2 week before buying a strategy.

 

 

 

Checking Pipedrive CRM

 

We took Pipedrive for a spin to see how simple this software application is to use and just how much leeway the custom pipelines and control panels afford.

 

Pipedrive CRM: Including offers
We began working in Pipedrive by developing a set of deals. The procedure was incredibly basic, given that you can include offers right from inside your deal pipeline instead of requiring to first navigate to the pertinent contact.

 

A pop-up let us include details about the contact behind the offer, the offer's anticipated value, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive provided the choice of including custom fields to the offer details, which would be excellent for scoring leads and assigning top priority to offers. Hubspot Crm For Nonprofits.

 

Setting up a completely new deal pipeline was just as simple. You can add as lots of stages as you want, and Pipedrive allows you to appoint a probability to each stage to show the possibility of a handle the stage closing. (Pipedrive doesn't utilize past information to automatically calculate these possibilities.).

 

 

 

Pipedrive CRM: Getting custom reports

Browsing the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default dashboard and 11 premade reports, which on their own will use lots of info for lots of small companies. Reports in the dashboard can be rearranged just by dragging and dropping and filtered by date variety or a set of staff members.

 

Developing a new report just took a few clicks. Pipedrive offers a set of filters that you can combine with logical operators to produce a highly particular dataset, which you can then plot onto numerous different chart types. Below the charts, you'll discover a summary table with all of the pertinent information and an alternative to export a CSV for additional analysis.

 

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

 

 

Alternatives to Pipedrive CRM

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Pipedrive stands out for being incredibly easy to use. However, for the price, it lacks some advanced functions that we've seen in comparable CRM software.

 

One of the most notable competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just a little more than Pipedrive. Zoho CRM uses unrestricted pipelines and dashboards much like Pipedrive, but it also uses limitless workflow automations with its entry-level strategy. It also uses email marketing– a crucial function of a comprehensive CRM– as a standard feature.

 

The downside 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 very first time. Our Zoho CRM evaluation( opens in new tab) found that the platform has a high learning curve. Browsing that curve might be worth it if your service requires to know how to focus on deals or wants to utilize e-mail marketing to bring in new leads.

Another Pipedrive alternative that's worth an appearance is Apptivo. This platform is unusual because it supplies just a standard set of CRM functions, then lets you personalize the software with dozens of apps. That's a significant benefit if your service is scaling rapidly, given that you can quickly include features onto the software as you require them.

 

The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. But that's barely vital, and for the rate– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a better choice for most growing companies. Hubspot Crm For Nonprofits.

 

 

 

Pipedrive: Last decision – Hubspot Crm For Nonprofits

Pipedrive is one of the most user-friendly CRM platforms we've tested. It's easy to browse from the minute you first open the platform and enables you to simply drag and drop offers as they move through your sales pipeline. It's also extremely customizable, using unlimited offer pipelines and exceptional reporting capabilities. Hubspot Crm For Nonprofits.

 

While Pipedrive does a terrific task at helping your group manage deals and established conferences with potential customers, we discovered that it's a lot more limited in scope and functionality than completing CRM software. Pipedrive has only the most fundamental email marketing tools available and doesn't offer any functions for job management. In addition, list building functions like web types and chatbots require a paid add-on.

 

Eventually, that indicates that Pipedrive can work well for organizations that are updating to a CRM for the very first time. However, it might not be the very best alternative for services that are looking for a thorough, scalable CRM service.

 

For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular stands out because it costs substantially less than Pipedrive and offers much of the same functionality. Apptivo's platform, which utilizes apps like foundation, can likewise better grow with the needs of your company.

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