Pipedrive CRM review – Pipedrive For Customer Service Ticketing
We examine Pipedrive, an user-friendly CRM that's got all the standard tools without the premium features or pricetag. Pipedrive For Customer Service Ticketing.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized organizations. Find out if it's the best CRM software application options( opens in new tab) for your business in our Pipedrive CRM evaluation. Pipedrive For Customer Service Ticketing.
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely user-friendly CRM that's perfect for small businesses turning to CRM software application for the very 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 provides extremely customizable reports, simple calendar and e-mail combinations, and automated workflows to simplify your sales procedure.
While Pipedrive does an excellent task with the tools it has, it's missing out on a lot of tools that growing companies need. It does not provide task management tools and there are fairly few email marketing tools. You likewise need to pay additional for web forms and chatbots that can help you create brand-new leads.
In general, we delight in the experience of using Pipedrive, but we do not think 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 choices, and includes e-mail marketing and project management tools.
Pipedrive CRM key features
One of the best aspects of Pipedrive is how simple it is to handle offers. The platform starts you off with a default deal pipeline that ought to work for the majority of services. You can produce an endless number of custom-made offer pipelines, each with as lots of actions as you need. The deal pipelines are essentially kanban boards, allowing you to drag and drop offers from one stage to the next as your sales group makes progress.
Pipedrive includes a built-in calendar for easily scheduling conferences and tasks. If you use Outlook or Google Calendar, you can establish automated 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 readily available. Helpfully, upcoming meetings are displayed in your offer pipelines by a series of icons.
Pipedrive deals a 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 monthly. It consists of easy web types that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can assist you find potential customers from a database of more than 400 million online profiles. Pipedrive For Customer Service Ticketing.
The reporting user interface in Pipedrive is another highlight of this platform. You can create an unlimited number of custom-made reporting control panels and lots of custom-made reports. All data can be exported to Excel with a click if you desire much more analytical power.
Pipedrive supports automated workflows to assist your sales group remain on top offers. The software application features more than 30 workflow design templates that can automatically move offers through your pipeline, schedule conferences, or activate emails. You can likewise develop your own workflows utilizing a straightforward visual editing user interface.
Pipedrive CRM: What's brand-new?
Pipedrive has been busy making updates to its platform since we last evaluated this CRM. It just recently added integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive For Customer Service Ticketing.
Pipedrive likewise added two-factor authentication and gave users the capability to group custom reports within the reporting control panel.
Pipedrive CRM: Rates
Pipedrive deals four prices strategies: Necessary, Advanced, Expert, and Business. All strategies include unlimited offer pipelines, contacts and personalized reports.
Pipedrive CRM Necessary Plan
The Essential strategy has only limited activity management features and doesn't include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, but does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Expert strategy allows you to arrange your sales workers into groups, supplies more in-depth reporting options, and uses customized report fields.
Pipedrive CRM Enterprise Plan
The Enterprise strategy comes with phone support (in addition to live chat, available on all strategies) and security alerts.
Strategies can be paid monthly, or annually for a discount rate. You can try out Pipedrive free of charge for 14 days before buying a strategy.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to use and how much freedom the custom-made pipelines and control panels manage.
Pipedrive CRM: Including offers
We began working in Pipedrive by developing a set of offers. The process was exceptionally basic, because you can include offers right from inside your offer pipeline instead of needing to first navigate to the relevant contact.
A pop-up let us include details about the contact behind the deal, the offer's expected worth, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive provided the choice of including custom fields to the deal details, which would be terrific for scoring leads and appointing concern to deals. Pipedrive For Customer Service Ticketing.
Setting up an entirely new deal pipeline was just as easy. You can add as numerous phases as you desire, and Pipedrive allows you to appoint a possibility to each phase to indicate the probability of a deal in the stage closing. (Pipedrive doesn't use previous data to instantly compute these possibilities.).
Pipedrive CRM: Generating customized reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default control panel and 11 premade reports, which on their own will offer lots of information for numerous small businesses. Reports in the control panel can be reorganized just by dragging and dropping and filtered by date range or a set of employees.
Developing a new report only took a couple of clicks. Pipedrive deals a set of filters that you can combine with sensible operators to develop a highly particular dataset, which you can then plot onto numerous various chart types. Listed below the charts, you'll discover a summary table with all of the appropriate information and an option to export a CSV for additional analysis.
All custom reports can be saved and grouped into folders for fast access later on.
Alternatives to Pipedrive CRM
Pipedrive stands out for being very easy to use. However, for the rate, it does not have some sophisticated features that we have actually seen in equivalent CRM software.
Among the most significant rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just somewhat more than Pipedrive. Zoho CRM uses unrestricted pipelines and control panels just like Pipedrive, however it also provides unlimited workflow automations with its entry-level plan. It also offers e-mail marketing– an important function of a comprehensive CRM– as a standard feature.
The downside 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 evaluation( opens in brand-new tab) found that the platform has a steep learning curve. However, navigating that curve might deserve it if your company requires to know how to focus on offers or wants to use e-mail marketing to generate new leads.
Another Pipedrive option that deserves an appearance is Apptivo. This platform is uncommon because it offers just a basic set of CRM functions, then lets you customize the software with lots of apps. That's a significant advantage if your business is scaling quickly, since you can quickly include functions onto the software application as you require them.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. But that's hardly necessary, and for the cost– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it's a much better option for the majority of growing services. Pipedrive For Customer Service Ticketing.
Pipedrive: Final verdict – Pipedrive For Customer Service Ticketing
Pipedrive is among the most easy to use CRM platforms we have actually checked. It's simple to browse from the minute you initially open the platform and allows you to simply drag and drop deals as they move through your sales pipeline. It's likewise extremely customizable, using unlimited deal pipelines and exceptional reporting capabilities. Pipedrive For Customer Service Ticketing.
While Pipedrive does a great job at helping your group manage deals and set up meetings with prospective clients, we discovered that it's a lot more minimal in scope and functionality than contending CRM software application. Pipedrive has just the most fundamental email marketing tools readily available and doesn't offer any features for job management. In addition, list building features like web forms and chatbots require a paid add-on.
Eventually, that implies that Pipedrive can work well for companies that are upgrading to a CRM for the first time. Nevertheless, it may not be the best alternative for services that are looking for a thorough, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are much better options. Apptivo in particular sticks out due to the fact that it costs substantially less than Pipedrive and offers much of the same performance. Apptivo's platform, which utilizes apps like building blocks, can also much better grow with the needs of your service.