Pipedrive CRM review – Hubspot Sales Office 365 Add-in
We review Pipedrive, an user-friendly CRM that's got all the standard tools without the premium features or pricetag. Hubspot Sales Office 365 Add-in.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized businesses. Discover if it's the very best CRM software options( opens in new tab) for your business in our Pipedrive CRM evaluation. Hubspot Sales Office 365 Add-in.
Pipedrive CRM review: Snapshot
Pipedrive is an extremely easy to use CRM that's perfect for small businesses relying on CRM software application for the first time. It enables you to build a limitless number of custom-made offer pipelines and move deals through them just by dragging and dropping. The platform also uses extremely personalized reports, simple calendar and e-mail combinations, and automated workflows to simplify your sales procedure.
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 project management tools and there are reasonably couple of e-mail marketing tools. You likewise have to pay additional for web types and chatbots that can help you produce new leads.
Overall, we take pleasure in the experience of using Pipedrive, however 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, offers just as many modification alternatives, and consists of email marketing and project management tools.
Pipedrive CRM essential features
Among the best things about Pipedrive is how easy it is to handle deals. The platform starts you off with a default deal pipeline that should work for a lot of businesses. Alternatively, you can create an endless variety of customized deal pipelines, each with as numerous actions as you require. The offer pipelines are basically kanban boards, enabling you to drag and drop offers from one stage to the next as your sales team makes progress.
Pipedrive includes a built-in calendar for easily scheduling meetings and jobs. If you use Outlook or Google Calendar, you can set up automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose conference times to a customer by designating particular times that you're offered. Helpfully, upcoming meetings are displayed in your offer pipelines by a series of icons.
Pipedrive offers a brand-new suite of tools called Leadbooster to assist you find brand-new leads. This is a paid add-on to any of Pipedrive's strategies that costs $39 per month. It consists of easy web forms that you can embed in your site as well as a live chat module with an optional chatbot. Leadbooster likewise comes with a web scraping tool that can help you find potential customers from a database of more than 400 million online profiles. Hubspot Sales Office 365 Add-in.
The reporting user interface in Pipedrive is another highlight of this platform. You can develop an unlimited variety of custom-made reporting dashboards and dozens of custom reports. All information can be exported to Excel with a click if you desire a lot more analytical power.
Pipedrive supports automated workflows to help your sales group stay on leading offers. The software includes more than 30 workflow design templates that can immediately move deals through your pipeline, schedule meetings, or trigger emails. You can also develop your own workflows utilizing a straightforward visual modifying user interface.
Pipedrive CRM: What's new?
Pipedrive has been busy making updates to its platform since we last examined this CRM. It recently included integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Hubspot Sales Office 365 Add-in.
Pipedrive likewise included two-factor authentication and gave users the capability to group custom-made reports within the reporting dashboard.
Pipedrive CRM: Prices
Pipedrive deals four rates strategies: Vital, Advanced, Expert, and Enterprise. All strategies consist of endless deal pipelines, contacts and adjustable reports.
Pipedrive CRM Essential Plan
The Vital plan has just restricted activity management features and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, but lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Specialist strategy enables you to organize your sales workers into groups, provides more detailed reporting options, and provides custom report fields.
Pipedrive CRM Business Plan
The Enterprise strategy features phone assistance (in addition to live chat, available on all strategies) and security alerts.
Strategies can be paid monthly, or yearly for a discount rate. You can try out Pipedrive for free for 2 week prior to acquiring a strategy.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to utilize and just how much freedom the customized pipelines and control panels pay for.
Pipedrive CRM: Including deals
We began operating in Pipedrive by creating a set of offers. The procedure was extremely basic, because you can include deals right from inside your offer pipeline instead of requiring to very first browse to the appropriate contact.
A pop-up let us include details about the contact behind the deal, the deal's expected value, which pipeline to add it to, and what phase to put it in. Even much better, Pipedrive provided the option of including custom fields to the deal details, which would be fantastic for scoring leads and designating top priority to deals. Hubspot Sales Office 365 Add-in.
Setting up a completely new deal pipeline was just as simple. You can include as lots of stages as you want, and Pipedrive allows you to designate a likelihood to each stage to suggest the possibility of a handle the stage closing. (Pipedrive does not utilize past data to immediately determine these probabilities.).
Pipedrive CRM: Generating custom reports
Navigating the reporting module within Pipedrive was just as straightforward. The platform includes a default control panel and 11 premade reports, which on their own will offer plenty of information for lots of small businesses. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date range or a set of employees.
Developing a new report just took a few clicks. Pipedrive deals a set of filters that you can combine with sensible operators to develop a highly specific dataset, which you can then plot onto several various chart types. Listed below the charts, you'll discover a summary table with all of the pertinent data and a choice to export a CSV for further analysis.
All customized reports can be saved and grouped into folders for quick access later.
Alternatives to Pipedrive CRM
Pipedrive stick out for being very easy to use. For the cost, it does not have some innovative functions that we have actually seen in comparable CRM software.
Among the most significant rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just a little more than Pipedrive. Zoho CRM offers unlimited pipelines and dashboards just like Pipedrive, but it also offers unrestricted workflow automations with its entry-level plan. It also offers email marketing– a vital function of a comprehensive CRM– as a basic feature.
The drawback to Zoho CRM is that its feature-rich user interface isn't easy to use, specifically if you're diving into CRM software for the very first time. Our Zoho CRM review( opens in new tab) found that the platform has a high knowing curve. Nevertheless, navigating that curve may be worth it if your organization requires to know how to prioritize deals or wants to use email marketing to bring in brand-new leads.
Another Pipedrive option that deserves a look is Apptivo. This platform is unusual because it offers just a fundamental set of CRM functions, then lets you tailor the software application with dozens of apps. That's a significant advantage if your business is scaling rapidly, given that you can easily add functions onto the software as you need them.
The only thing missing in Apptivo is the capability to drag and drop deals through your pipeline. That's barely essential, and for the rate– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a better choice for the majority of growing organizations. Hubspot Sales Office 365 Add-in.
Pipedrive: Final decision – Hubspot Sales Office 365 Add-in
Pipedrive is one of the most easy to use CRM platforms we've tested. It's simple to navigate from the moment you initially open the platform and enables you to just drag and drop deals as they move through your sales pipeline. It's likewise extremely adjustable, using unrestricted deal pipelines and exceptional reporting capabilities. Hubspot Sales Office 365 Add-in.
While Pipedrive does a terrific job at assisting your team manage offers and set up meetings with potential customers, we found that it's much more restricted in scope and functionality than competing CRM software. Pipedrive has only one of the most fundamental email marketing tools readily available and does not offer any functions for job management. In addition, list building features like web types and chatbots need a paid add-on.
Ultimately, that indicates that Pipedrive can work well for services that are upgrading to a CRM for the first time. Nevertheless, it may not be the best option for businesses that are searching for a comprehensive, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are better alternatives. Apptivo in particular sticks out since it costs significantly less than Pipedrive and provides much of the same performance. Apptivo's platform, which uses apps like building blocks, can also much better grow with the needs of your organization.