Pipedrive CRM review – Hubspot Sales Workflow Examples

We examine Pipedrive, an easy to use CRM that's got all the standard tools without the premium functions or pricetag. Hubspot Sales Workflow Examples.

Hubspot Sales Workflow Examples

Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized organizations. Discover if it's the best CRM software application services( opens in brand-new tab) for your company in our Pipedrive CRM review. Hubspot Sales Workflow Examples.

 

Pipedrive CRM evaluation: Snapshot

Pipedrive is an extremely user-friendly CRM that's perfect for small businesses relying on CRM software application for the very first time. It enables you to develop an unrestricted variety of custom offer pipelines and move deals through them just by dragging and dropping. The platform also provides extremely customizable reports, uncomplicated calendar and email combinations, and automated workflows to simplify your sales procedure.

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While Pipedrive does a fantastic task with the tools it has, it's missing a lot of tools that growing services require. It does not provide project management tools and there are reasonably few e-mail marketing tools. You likewise have to pay additional for web forms and chatbots that can assist you produce new leads.

 

Overall, we take pleasure in the experience of using Pipedrive, however we don't think the platform stands out in the congested field of CRM software. For approximately half the rate, Apptivo is just as easy to use, provides just as lots of modification options, and includes e-mail marketing and task management tools.

 

 

Pipedrive CRM crucial features

Among the best features of Pipedrive is how easy it is to handle offers. The platform starts you off with a default deal pipeline that must work for many services. Additionally, you can produce an unlimited variety of custom-made deal pipelines, each with as many steps as you need. The deal pipelines are essentially kanban boards, allowing you to drag and drop deals from one phase to the next as your sales team makes progress.

 

Pipedrive includes an integrated calendar for easily setting up 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 customer by designating particular 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 consists of basic web kinds that you can embed in your site as well as a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can assist you discover potential clients from a database of more than 400 million online profiles. Hubspot Sales Workflow Examples.

 

The reporting interface in Pipedrive is another emphasize of this platform. You can create an endless number of custom-made reporting control panels and lots 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 remain on top offers. The software application comes with more than 30 workflow templates that can instantly move offers through your pipeline, schedule meetings, or activate e-mails. You can also produce your own workflows utilizing an uncomplicated visual editing interface.

 

 

 

Pipedrive CRM: What's new?

Pipedrive has been hectic making updates to its platform given that we last reviewed this CRM. It 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 Workflow Examples.

Pipedrive likewise added two-factor authentication and offered users the ability to group customized reports within the reporting dashboard.

 

 

Pipedrive CRM: Pricing

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Pipedrive deals four rates strategies: Necessary, Advanced, Professional, and Enterprise. All plans consist of unlimited deal pipelines, contacts and adjustable reports.

Pipedrive CRM Vital Strategy

The Necessary plan has only limited activity management features and doesn't consist of workflow automation.

 

Pipedrive CRM Advanced Strategy

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

Pipedrive CRM Expert Strategy

The Professional strategy allows you to arrange your sales workers into teams, offers more comprehensive reporting choices, and uses custom-made report fields.

Pipedrive CRM Enterprise Plan

The Business plan features phone assistance (in addition to live chat, available on all plans) and security notifies.

Strategies can be paid monthly, or yearly for a discount rate. You can try Pipedrive totally free for 2 week prior to purchasing a plan.

 

 

 

Checking Pipedrive CRM

 

We took Pipedrive for a spin to see how simple this software application is to utilize and how much leeway the custom-made pipelines and control panels afford.

 

Pipedrive CRM: Including deals
We started operating in Pipedrive by developing a set of deals. The process was incredibly easy, because you can include offers right from inside your offer pipeline instead of requiring to first navigate to the relevant contact.

 

A pop-up let us add details about the contact behind the deal, the deal's anticipated worth, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive offered the alternative of adding custom fields to the offer information, which would be terrific for scoring leads and assigning priority to offers. Hubspot Sales Workflow Examples.

 

Establishing an entirely new deal pipeline was just as easy. You can include as numerous stages as you desire, and Pipedrive enables you to designate a probability to each stage to suggest the probability of a handle the stage closing. (Pipedrive does not use previous information to immediately calculate these possibilities.).

 

 

 

Pipedrive CRM: Getting custom reports

Browsing the reporting module within Pipedrive was just as straightforward. The platform consists of a default dashboard and 11 premade reports, which by themselves will use a lot of information for lots of small businesses. Reports in the control panel can be reorganized just by dragging and dropping and filtered by date range or a set of staff members.

 

Creating a new report just took a couple of clicks. Pipedrive deals a set of filters that you can combine with rational operators to produce an extremely particular dataset, which you can then outline onto a number of different chart types. Below the charts, you'll discover a summary table with all of the appropriate data and a choice to export a CSV for additional analysis.

 

All custom-made reports can be conserved and organized into folders for quick gain access to later on.

 

 

Alternatives to Pipedrive CRM

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Pipedrive stands out for being extremely easy to use. Nevertheless, for the cost, it lacks some sophisticated features that we've seen in equivalent CRM software application.

 

One of the most noteworthy competitors to Pipedrive is Zoho CRM( opens in new tab), which costs simply a little more than Pipedrive. Zoho CRM provides endless pipelines and dashboards much like Pipedrive, however it also provides limitless workflow automations with its entry-level strategy. It also offers email marketing– a crucial function of an extensive CRM– as a standard 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) found that the platform has a steep knowing curve. Browsing that curve may be worth it if your service requires to know how to focus on deals or wants to utilize e-mail marketing to bring in new leads.

Another Pipedrive option that deserves a look is Apptivo. This platform is unusual in that it supplies just a standard set of CRM functions, then lets you tailor the software with lots of apps. That's a major benefit if your business is scaling quickly, considering that you can quickly include functions onto the software application as you require them.

 

The only thing missing in Apptivo is the capability to drag and drop offers through your pipeline. That's barely essential, and for the price– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it's a much better option for many growing companies. Hubspot Sales Workflow Examples.

 

 

 

Pipedrive: Last verdict – Hubspot Sales Workflow Examples

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 allows you to merely drag and drop offers as they move through your sales pipeline. It's likewise extremely personalized, providing limitless offer pipelines and excellent reporting capabilities. Hubspot Sales Workflow Examples.

 

While Pipedrive does a fantastic job at helping your team handle offers and established conferences with possible customers, we discovered that it's a lot more restricted in scope and performance than completing CRM software. Pipedrive has just the most standard e-mail marketing tools available and doesn't use any features for job management. In addition, list building functions like web forms and chatbots require a paid add-on.

 

Ultimately, that means that Pipedrive can work well for services that are updating to a CRM for the first time. It may not be the finest alternative for organizations that are looking for an extensive, scalable CRM solution.

 

For that, we believe 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 same functionality. Apptivo's platform, which uses apps like foundation, can likewise better grow with the requirements of your service.

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