Pipedrive CRM review – Hubspot Sales Hub Review
We review Pipedrive, an user-friendly CRM that's got all the standard tools without the premium functions or pricetag. Hubspot Sales Hub Review.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized services. Discover if it's the very best CRM software options( opens in new tab) for your business in our Pipedrive CRM evaluation. Hubspot Sales Hub Review.
Pipedrive CRM review: Snapshot
Pipedrive is a very easy to use CRM that's ideal for small businesses relying on CRM software for the first time. It allows you to develop an unrestricted number of custom-made deal pipelines and move offers through them simply 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 a great task with the tools it has, it's missing out on a great deal of tools that growing companies require. It doesn't provide job management tools and there are reasonably few email marketing tools. You also need to pay extra for web kinds and chatbots that can assist you generate new leads.
Overall, we delight in the experience of using Pipedrive, however we do not think the platform stands apart in the congested field of CRM software. For roughly half the price, Apptivo is just as easy to use, offers just as lots of customization choices, and includes email marketing and project management tools.
Pipedrive CRM key functions
Among the very best features of Pipedrive is how simple it is to handle offers. The platform starts you off with a default offer pipeline that should work for most businesses. Alternatively, you can produce an unrestricted variety of custom-made offer pipelines, each with as numerous steps as you require. The deal pipelines are essentially kanban boards, enabling you to drag and drop offers from one phase to the next as your sales team makes progress.
Pipedrive includes a built-in calendar for easily arranging meetings and tasks. If you use Outlook or Google Calendar, you can establish automatic 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 available. Helpfully, upcoming conferences are displayed in your offer pipelines by a series of icons.
Pipedrive deals a brand-new suite of tools called Leadbooster to help you find new leads. This is a paid add-on to any of Pipedrive's plans that costs $39 monthly. It consists of easy web forms that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster likewise features a web scraping tool that can assist you discover possible clients from a database of more than 400 million online profiles. Hubspot Sales Hub Review.
The reporting interface in Pipedrive is another highlight of this platform. You can develop an unrestricted variety of custom reporting dashboards and dozens 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 assist your sales group stay on leading deals. The software application comes with more than 30 workflow templates that can instantly move offers through your pipeline, schedule conferences, or set off emails. You can likewise develop your own workflows using a straightforward visual modifying user interface.
Pipedrive CRM: What's new?
Pipedrive has been hectic making updates to its platform since we last evaluated this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Hubspot Sales Hub Review.
Pipedrive likewise added two-factor authentication and gave users the capability to group custom reports within the reporting control panel.
Pipedrive CRM: Pricing
Pipedrive deals 4 pricing strategies: Essential, Advanced, Expert, and Enterprise. All strategies include unrestricted offer pipelines, contacts and customizable reports.
Pipedrive CRM Essential Strategy
The Essential strategy has only limited activity management functions and doesn't include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan includes automation, however lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Specialist plan allows you to arrange your sales employees into teams, provides more comprehensive reporting alternatives, and offers custom report fields.
Pipedrive CRM Business Strategy
The Business plan comes with phone support (in addition to live chat, readily available on all plans) and security signals.
Plans can be paid monthly, or each year for a discount rate. You can try out Pipedrive for free for 2 week before purchasing a plan.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to utilize and how much leeway the customized pipelines and control panels manage.
Pipedrive CRM: Adding deals
We started working in Pipedrive by producing a set of offers. The process was incredibly basic, because you can include offers right from inside your deal pipeline instead of requiring to very first navigate to the pertinent contact.
A pop-up let us include information about the contact behind the offer, the deal's anticipated value, which pipeline to add it to, and what stage to put it in. Even better, Pipedrive provided the choice of including custom fields to the deal information, which would be terrific for scoring leads and designating priority to offers. Hubspot Sales Hub Review.
Setting up a totally new deal pipeline was just as simple. You can add as lots of stages as you desire, and Pipedrive enables you to appoint a probability to each phase to suggest the likelihood of a handle the stage closing. (Pipedrive doesn't utilize previous data to instantly compute these probabilities.).
Pipedrive CRM: Getting custom-made reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default control panel and 11 premade reports, which by themselves will use plenty of info for many small companies. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date variety or a set of employees.
Producing a new report just took a few clicks. Pipedrive offers a set of filters that you can integrate with logical operators to create an extremely specific dataset, which you can then plot onto several various chart types. Below the charts, you'll find a summary table with all of the appropriate data and an option to export a CSV for more analysis.
All customized reports can be saved and grouped into folders for fast gain access to later.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being extremely easy to use. However, for the price, it lacks some sophisticated functions that we've seen in similar CRM software.
One of the most significant rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just a little more than Pipedrive. Zoho CRM offers endless pipelines and dashboards just like Pipedrive, however it likewise offers unrestricted workflow automations with its entry-level plan. It likewise uses email marketing– a vital function of an extensive CRM– as a basic 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) discovered that the platform has a steep learning curve. Browsing that curve might be worth it if your service needs to know how to focus on offers or desires to use e-mail marketing to bring in brand-new leads.
Another Pipedrive alternative that deserves a look 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 advantage if your company is scaling rapidly, because you can easily add features onto the software application as you require them.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. That's hardly essential, and for the cost– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a much better option for most growing organizations. Hubspot Sales Hub Review.
Pipedrive: Last verdict – Hubspot Sales Hub Review
Pipedrive is one of the most easy to use CRM platforms we have actually evaluated. It's simple to browse from the moment you initially open the platform and enables you to simply drag and drop deals as they move through your sales pipeline. It's likewise highly personalized, using unrestricted deal pipelines and excellent reporting capabilities. Hubspot Sales Hub Review.
While Pipedrive does a fantastic task at assisting your group handle deals and established conferences with potential clients, we discovered that it's a lot more limited in scope and functionality than completing CRM software application. Pipedrive has only one of the most basic e-mail marketing tools readily available and does not provide any features for project management. In addition, lead generation functions like web kinds and chatbots require a paid add-on.
Ultimately, that means that Pipedrive can work well for businesses that are upgrading to a CRM for the first time. It may not be the best alternative for companies that are looking for an extensive, scalable CRM option.
For that, we believe Zoho CRM or Apptivo are much better options. Apptivo in particular sticks out because it costs significantly less than Pipedrive and uses much of the very same performance. Apptivo's platform, which uses apps like foundation, can also better grow with the requirements of your company.