Pipedrive CRM evaluation – Hubspot Crm Interview Questions
We examine Pipedrive, an easy to use CRM that's got all the basic tools without the premium features or pricetag. Hubspot Crm Interview Questions.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized companies. Find out if it's the best CRM software options( opens in new tab) for your company in our Pipedrive CRM review. Hubspot Crm Interview Questions.
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely easy to use CRM that's ideal for small companies relying on CRM software application for the very first time. It enables you to construct an endless number of customized offer pipelines and move deals through them just by dragging and dropping. The platform also provides highly customizable reports, uncomplicated calendar and email integrations, and automated workflows to streamline your sales process.
While Pipedrive does an excellent job with the tools it has, it's missing out on a great deal of tools that growing companies need. It does not provide job management tools and there are reasonably few email marketing tools. You likewise need to pay extra for web forms and chatbots that can help you produce brand-new leads.
In general, we enjoy 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 price, Apptivo is just as easy to use, uses just as many modification options, and consists of email marketing and task management tools.
Pipedrive CRM key functions
One of the best features of Pipedrive is how easy it is to handle offers. The platform begins you off with a default deal pipeline that need to work for a lot of organizations. Alternatively, you can produce an endless variety of custom-made offer pipelines, each with as lots of steps as you require. The offer pipelines are basically kanban boards, allowing 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 scheduling meetings and jobs. 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 meetings are shown in your deal pipelines by a series of icons.
Pipedrive offers a new suite of tools called Leadbooster to assist you discover brand-new leads. This is a paid add-on to any of Pipedrive's plans that expenses $39 monthly. It includes easy web kinds that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster likewise features a web scraping tool that can help you find potential clients from a database of more than 400 million online profiles. Hubspot Crm Interview Questions.
The reporting user interface in Pipedrive is another highlight of this platform. You can create an unrestricted number of custom-made reporting dashboards and lots of custom-made reports. All data can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to assist your sales team stay on leading deals. The software application features more than 30 workflow design templates that can automatically move deals through your pipeline, schedule conferences, or set off emails. You can also produce your own workflows utilizing a straightforward visual modifying interface.
Pipedrive CRM: What's brand-new?
Pipedrive has actually been hectic making updates to its platform given that we last reviewed this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Hubspot Crm Interview Questions.
Pipedrive also added two-factor authentication and provided users the capability to group custom reports within the reporting control panel.
Pipedrive CRM: Pricing
Pipedrive deals four rates strategies: Essential, Advanced, Specialist, and Business. All plans include unlimited offer pipelines, contacts and personalized reports.
Pipedrive CRM Essential Plan
The Vital plan has only restricted activity management features and does not include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy adds automation, but lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Specialist plan allows you to organize your sales staff members into groups, supplies more comprehensive reporting options, and offers custom-made report fields.
Pipedrive CRM Enterprise Strategy
The Business strategy includes phone support (in addition to live chat, readily available on all strategies) and security signals.
Strategies can be paid monthly, or yearly for a discount rate. You can try Pipedrive free of charge for 14 days before purchasing a plan.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and how much leeway the custom pipelines and control panels manage.
Pipedrive CRM: Adding offers
We began operating in Pipedrive by developing a set of offers. The process was exceptionally simple, given that you can add offers right from inside your offer pipeline instead of requiring to very first browse to the relevant contact.
A pop-up let us include information about the contact behind the deal, the offer's anticipated value, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive provided the alternative of including custom fields to the offer information, which would be terrific for scoring leads and appointing top priority to offers. Hubspot Crm Interview Questions.
Setting up a totally new deal pipeline was just as easy. You can include as lots of stages as you desire, and Pipedrive enables you to appoint a possibility to each stage to suggest the possibility of a deal in the stage closing. (Pipedrive doesn't utilize past data to automatically compute these likelihoods.).
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 provide a lot of info for numerous small companies. Reports in the dashboard can be reorganized simply by dragging and dropping and filtered by date range or a set of staff members.
Producing a brand-new report only took a couple of clicks. Pipedrive offers a set of filters that you can integrate with sensible operators to create an extremely particular dataset, which you can then outline onto numerous various chart types. Below the charts, you'll discover a summary table with all of the relevant information and an alternative to export a CSV for additional analysis.
All custom-made reports can be conserved and organized into folders for fast gain access to later on.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being extremely easy to use. For the price, it does not have some innovative functions that we have actually seen in similar CRM software application.
Among the most notable competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just a little more than Pipedrive. Zoho CRM provides unlimited pipelines and control panels similar to Pipedrive, however it likewise uses limitless workflow automations with its entry-level strategy. It likewise provides email marketing– a crucial function of an extensive CRM– as a basic 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 application for the very first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a steep knowing curve. Browsing that curve might be worth it if your company needs to know how to prioritize offers or wants to use email marketing to bring in brand-new leads.
Another Pipedrive alternative that deserves an appearance is Apptivo. This platform is uncommon because it supplies only a standard set of CRM functions, then lets you personalize the software with dozens of apps. That's a major advantage if your company is scaling quickly, considering that you can easily include features onto the software as you need 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 cost– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it's a much better option for most growing services. Hubspot Crm Interview Questions.
Pipedrive: Last verdict – Hubspot Crm Interview Questions
Pipedrive is one of the most easy to use CRM platforms we have actually tested. It's simple 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 also extremely customizable, providing unlimited deal pipelines and exceptional reporting abilities. Hubspot Crm Interview Questions.
While Pipedrive does a great task at assisting your group handle deals and established conferences with prospective customers, we found that it's much more limited in scope and performance than contending CRM software. Pipedrive has only the most basic e-mail marketing tools offered and doesn't provide any features for project 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 companies that are upgrading to a CRM for the first time. However, it may not be the best choice for companies that are searching for a comprehensive, scalable CRM service.
For that, we think Zoho CRM or Apptivo are much better alternatives. Apptivo in particular sticks out since it costs considerably less than Pipedrive and offers much of the exact same performance. Apptivo's platform, which utilizes apps like foundation, can also much better grow with the requirements of your business.