Pipedrive CRM review – Hubspot Crm Logo
We evaluate Pipedrive, an easy to use CRM that's got all the standard tools without the premium features or pricetag. Hubspot Crm Logo.
Pipedrive( opens in 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 company in our Pipedrive CRM review. Hubspot Crm Logo.
Pipedrive CRM review: Snapshot
Pipedrive is an extremely user-friendly CRM that's perfect for small companies turning to CRM software application for the first time. It permits you to develop an unrestricted number of custom-made offer pipelines and move offers through them just by dragging and dropping. The platform also provides extremely adjustable reports, uncomplicated calendar and email integrations, and automated workflows to streamline your sales procedure.
While Pipedrive does an excellent job with the tools it has, it's missing out on a lot of tools that growing services need. It does not use project management tools and there are relatively few e-mail marketing tools. You likewise need to pay additional for web types and chatbots that can assist you generate new leads.
In general, we delight in the experience of using Pipedrive, however we do not believe the platform sticks out in the crowded field of CRM software application. For approximately half the rate, Apptivo is just as easy to use, provides just as many modification choices, and includes e-mail marketing and job management tools.
Pipedrive CRM key functions
Among the best features of Pipedrive is how simple it is to manage deals. The platform begins you off with a default offer pipeline that should work for the majority of businesses. Additionally, you can produce an endless number of custom-made offer pipelines, each with as many actions as you require. The deal 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 automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose conference times to a customer 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 brand-new leads. This is a paid add-on to any of Pipedrive's plans that costs $39 per month. It includes basic web forms 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 help you discover potential clients from a database of more than 400 million online profiles. Hubspot Crm Logo.
The reporting user interface in Pipedrive is another emphasize of this platform. You can develop a limitless variety of custom-made reporting control panels and lots of custom-made reports. All information can be exported to Excel with a click if you desire much more analytical power.
Pipedrive supports automated workflows to help your sales team stay on leading deals. The software includes more than 30 workflow templates that can instantly move offers through your pipeline, schedule conferences, or activate e-mails. You can likewise develop your own workflows utilizing a straightforward visual editing interface.
Pipedrive CRM: What's new?
Pipedrive has been hectic making updates to its platform because we last evaluated this CRM. It just 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 Logo.
Pipedrive also added two-factor authentication and gave users the ability to group customized reports within the reporting dashboard.
Pipedrive CRM: Pricing
Pipedrive deals 4 prices strategies: Essential, Advanced, Expert, and Business. All plans consist of endless deal pipelines, contacts and customizable reports.
Pipedrive CRM Essential Plan
The Necessary strategy has just minimal activity management functions and does not include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan includes automation, but does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Strategy
The Expert strategy allows you to organize your sales staff members into groups, provides more comprehensive reporting choices, and provides custom-made report fields.
Pipedrive CRM Enterprise Plan
The Business plan comes with phone assistance (in addition to live chat, available on all plans) and security alerts.
Plans can be paid monthly, or yearly for a discount rate. You can try Pipedrive for free for 2 week prior to buying a plan.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to use and just how much leeway the custom-made pipelines and dashboards pay for.
Pipedrive CRM: Adding offers
We began operating in Pipedrive by creating a set of offers. The process was extremely simple, given that you can include offers right from inside your offer pipeline instead of needing to first navigate to the pertinent contact.
A pop-up let us add information about the contact behind the offer, the deal's expected 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 offer information, which would be fantastic for scoring leads and appointing priority to offers. Hubspot Crm Logo.
Setting up a completely new deal pipeline was just as easy. You can include as many stages as you desire, and Pipedrive enables you to appoint a likelihood to each stage to show the possibility of a handle the stage closing. (Pipedrive does not use past data to automatically calculate these possibilities.).
Pipedrive CRM: Generating customized reports
Navigating the reporting module within Pipedrive was just as simple. The platform includes a default control panel and 11 premade reports, which by themselves will provide lots of details for numerous small businesses. Reports in the dashboard can be rearranged just by dragging and dropping and filtered by date range or a set of workers.
Producing a new report just took a few clicks. Pipedrive deals a set of filters that you can integrate with rational operators to develop a highly particular dataset, which you can then outline onto several various chart types. Listed below the charts, you'll find a summary table with all of the relevant data and an option to export a CSV for additional analysis.
All customized reports can be saved and grouped into folders for quick access later.
Alternatives to Pipedrive CRM
Pipedrive stands out for being incredibly easy to use. Nevertheless, for the price, it does not have some innovative functions that we have actually seen in comparable CRM software application.
Among the most notable competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just slightly more than Pipedrive. Zoho CRM uses unlimited pipelines and dashboards similar to Pipedrive, however it also provides unrestricted workflow automations with its entry-level strategy. It likewise uses email marketing– a crucial function of an extensive CRM– as a basic function.
The disadvantage 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 review( opens in brand-new tab) discovered that the platform has a steep knowing curve. Nevertheless, navigating that curve may deserve it if your organization requires to know how to prioritize offers or wishes 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 offers just a fundamental set of CRM functions, then lets you personalize the software application with dozens of apps. That's a major advantage if your company is scaling quickly, because you can quickly include features onto the software as you need them.
The only thing missing in Apptivo is the capability to drag and drop offers through your pipeline. But that's barely important, and for the price– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a better choice for most growing services. Hubspot Crm Logo.
Pipedrive: Last decision – Hubspot Crm Logo
Pipedrive is among the most user-friendly CRM platforms we've evaluated. It's easy to navigate from the minute you first open the platform and permits you to merely drag and drop deals as they move through your sales pipeline. It's likewise highly adjustable, offering unlimited offer pipelines and excellent reporting abilities. Hubspot Crm Logo.
While Pipedrive does a fantastic task at assisting your team handle deals and set up meetings with possible customers, we discovered that it's far more minimal in scope and performance than competing CRM software. Pipedrive has only the most basic e-mail marketing tools offered and doesn't provide any functions for project management. In addition, lead generation functions like web kinds 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. It might not be the best alternative for services that are looking for a comprehensive, scalable CRM service.
For that, we think Zoho CRM or Apptivo are much better choices. Apptivo in particular stands apart due to the fact that it costs substantially less than Pipedrive and provides much of the exact same performance. Apptivo's platform, which uses apps like building blocks, can also much better grow with the requirements of your organization.