Pipedrive CRM review – Hubspot Sales Hub Professional Features

We evaluate Pipedrive, an user-friendly CRM that's got all the standard tools without the premium features or pricetag. Hubspot Sales Hub Professional Features.

Hubspot Sales Hub Professional Features

Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized businesses. Find out if it's the best CRM software services( opens in new tab) for your business in our Pipedrive CRM review. Hubspot Sales Hub Professional Features.

 

Pipedrive CRM review: Snapshot

Pipedrive is a very user-friendly CRM that's ideal for small companies relying on CRM software application for the first time. It permits you to build an unlimited number of customized offer pipelines and move deals through them simply by dragging and dropping. The platform also offers extremely customizable reports, simple calendar and e-mail combinations, and automated workflows to simplify your sales process.

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While Pipedrive does a great job with the tools it has, it's missing a great deal of tools that growing businesses require. It doesn't use task management tools and there are fairly few e-mail marketing tools. You also need to pay extra for web kinds and chatbots that can assist you produce new leads.

 

In general, we delight in the experience of using Pipedrive, however 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, offers just as lots of customization options, and includes email marketing and task management tools.

 

 

Pipedrive CRM crucial features

Among the very best things about Pipedrive is how simple it is to handle deals. The platform starts you off with a default deal pipeline that should work for a lot of services. Additionally, you can produce an unrestricted variety of custom-made deal pipelines, each with as lots of steps as you require. The deal pipelines are basically kanban boards, permitting you to drag and drop deals from one phase to the next as your sales team makes progress.

 

Pipedrive includes a built-in calendar for easily scheduling conferences and jobs. If you use Outlook or Google Calendar, you can set up automated two-way sync with your Pipedrive calendar.

 

The calendar module in Pipeline allows you to propose meeting times to a client by designating particular times that you're 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 assist you discover brand-new leads. This is a paid add-on to any of Pipedrive's strategies that expenses $39 each month. It consists of simple web types that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can help you discover potential customers from a database of more than 400 million online profiles. Hubspot Sales Hub Professional Features.

 

The reporting interface in Pipedrive is another emphasize of this platform. You can produce a limitless variety of custom-made reporting control panels and dozens of customized reports. All information can be exported to Excel with a click if you want even more analytical power.

 

Pipedrive supports automated workflows to help your sales group remain on top offers. The software includes more than 30 workflow templates that can immediately move offers through your pipeline, schedule meetings, or activate emails. You can also develop your own workflows utilizing a simple visual editing interface.

 

 

 

Pipedrive CRM: What's brand-new?

Pipedrive has been busy making updates to its platform considering that we last evaluated this CRM. It just recently included combinations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Hubspot Sales Hub Professional Features.

Pipedrive likewise included two-factor authentication and gave users the capability to group custom reports within the reporting dashboard.

 

 

Pipedrive CRM: Prices

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Pipedrive offers four pricing plans: Important, Advanced, Expert, and Business. All strategies include endless offer pipelines, contacts and personalized reports.

Pipedrive CRM Essential Strategy

The Necessary strategy has only limited activity management functions and does not include workflow automation.

 

Pipedrive CRM Advanced Strategy

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

Pipedrive CRM Specialist Strategy

The Specialist plan allows you to organize your sales workers into groups, supplies more in-depth reporting alternatives, and offers customized report fields.

Pipedrive CRM Business Strategy

The Business plan includes phone support (in addition to live chat, readily available on all strategies) and security informs.

Plans can be paid monthly, or every year for a discount rate. You can try Pipedrive for free 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 just how much leeway the customized pipelines and control panels pay for.

 

Pipedrive CRM: Including deals
We started working in Pipedrive by creating a set of offers. The process was exceptionally easy, since you can include deals right from inside your deal pipeline instead of requiring to very first navigate to the pertinent contact.

 

A pop-up let us include details about the contact behind the deal, the offer's anticipated worth, which pipeline to include it to, and what phase to put it in. Even better, Pipedrive offered the alternative of including custom fields to the offer details, which would be terrific for scoring leads and appointing concern to offers. Hubspot Sales Hub Professional Features.

 

Establishing a completely new deal pipeline was just as easy. You can include as many stages as you want, and Pipedrive allows you to designate a probability to each phase to indicate the probability of a handle the stage closing. (Pipedrive doesn't utilize previous data to automatically determine these likelihoods.).

 

 

 

Pipedrive CRM: Generating customized 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 plenty of details for many small companies. Reports in the control panel can be rearranged just by dragging and dropping and filtered by date range or a set of workers.

 

Developing a new report just took a few clicks. Pipedrive deals a set of filters that you can combine with rational operators to develop an extremely specific dataset, which you can then plot onto numerous different chart types. Below the charts, you'll find a summary table with all of the relevant data and an alternative to export a CSV for additional analysis.

 

All custom reports can be saved and grouped into folders for quick gain access to later.

 

 

Alternatives to Pipedrive CRM

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Pipedrive stick out for being very easy to use. Nevertheless, for the rate, it lacks some advanced features that we have actually seen in similar CRM software.

 

Among the most noteworthy competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just slightly more than Pipedrive. Zoho CRM uses unrestricted pipelines and control panels similar to Pipedrive, but it also provides endless workflow automations with its entry-level plan. It likewise offers e-mail marketing– a crucial function of a comprehensive CRM– as a standard feature.

 

The disadvantage to Zoho CRM is that its feature-rich interface isn't easy to use, especially if you're diving into CRM software for the first time. Our Zoho CRM evaluation( opens in brand-new tab) found that the platform has a steep learning curve. Nevertheless, browsing that curve may deserve it if your company needs to know how to prioritize offers or wishes to utilize e-mail marketing to generate new leads.

Another Pipedrive option that deserves a look is Apptivo. This platform is unusual in that it supplies only a basic set of CRM functions, then lets you customize the software with dozens of apps. That's a significant benefit if your business is scaling rapidly, given that you can quickly include functions onto the software application as you need them.

 

The only thing missing out on in Apptivo is the ability to drag and drop offers through your pipeline. That's barely necessary, and for the price– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a much better choice for many growing services. Hubspot Sales Hub Professional Features.

 

 

 

Pipedrive: Last decision – Hubspot Sales Hub Professional Features

Pipedrive is among the most easy to use CRM platforms we have actually tested. It's easy to browse from the minute you initially open the platform and permits you to simply drag and drop offers as they move through your sales pipeline. It's likewise extremely customizable, offering unrestricted deal pipelines and outstanding reporting abilities. Hubspot Sales Hub Professional Features.

 

While Pipedrive does a great task at helping your group manage offers and established meetings with potential clients, we discovered that it's much more minimal in scope and performance than contending CRM software application. Pipedrive has just one of the most standard e-mail marketing tools offered and does not offer any features for task management. In addition, list building functions like web kinds and chatbots require a paid add-on.

 

Ultimately, that suggests that Pipedrive can work well for companies that are updating to a CRM for the first time. However, it might not be the best alternative for services that are looking for an extensive, scalable CRM service.

 

For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular sticks out because it costs significantly less than Pipedrive and provides much of the very same functionality. Apptivo's platform, which uses apps like foundation, can also much better grow with the needs of your service.

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