Pipedrive CRM review – Sychronize Outlook Contacts With Pipedrive
We examine Pipedrive, an user-friendly CRM that's got all the standard tools without the premium functions or pricetag. Sychronize Outlook Contacts With Pipedrive.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized businesses. Discover if it's the best CRM software application solutions( opens in new tab) for your business in our Pipedrive CRM evaluation. Sychronize Outlook Contacts With Pipedrive.
Pipedrive CRM evaluation: Snapshot
Pipedrive is an incredibly user-friendly CRM that's ideal for small companies turning to CRM software application for the first time. It enables you to construct an endless number of custom-made offer pipelines and move deals through them simply by dragging and dropping. The platform likewise uses extremely adjustable reports, uncomplicated calendar and email combinations, and automated workflows to simplify your sales procedure.
While Pipedrive does a terrific task with the tools it has, it's missing out on a great deal of tools that growing organizations need. It doesn't offer job management tools and there are reasonably few e-mail marketing tools. You also need to pay extra for web forms and chatbots that can assist you generate new leads.
Overall, we delight in the experience of using Pipedrive, however we do not believe the platform stands apart in the congested field of CRM software application. For approximately half the cost, Apptivo is just as easy to use, offers just as lots of customization alternatives, and consists of e-mail marketing and task management tools.
Pipedrive CRM key functions
One of the best things about Pipedrive is how simple it is to handle offers. The platform starts you off with a default offer pipeline that need to work for many organizations. You can create a limitless number of custom deal pipelines, each with as many steps as you require. The deal pipelines are essentially kanban boards, permitting you to drag and drop offers from one stage to the next as your sales group makes progress.
Pipedrive includes an integrated calendar for quickly scheduling conferences and tasks. If you utilize Outlook or Google Calendar, you can establish automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline allows you to propose conference times to a client by designating particular times that you're offered. 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 brand-new leads. This is a paid add-on to any of Pipedrive's plans that costs $39 monthly. It consists of basic web kinds that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can assist you discover prospective clients from a database of more than 400 million online profiles. Sychronize Outlook Contacts With Pipedrive.
The reporting user interface in Pipedrive is another highlight of this platform. You can develop an endless number of customized reporting dashboards and lots of custom-made reports. All data can be exported to Excel with a click if you desire a lot more analytical power.
Pipedrive supports automated workflows to help your sales team remain on leading offers. The software application includes more than 30 workflow templates that can immediately move deals through your pipeline, schedule meetings, or trigger e-mails. You can likewise develop your own workflows utilizing an uncomplicated visual editing interface.
Pipedrive CRM: What's new?
Pipedrive has been hectic making updates to its platform since we last reviewed this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Sychronize Outlook Contacts With Pipedrive.
Pipedrive also added two-factor authentication and gave users the capability to group custom reports within the reporting dashboard.
Pipedrive CRM: Prices
Pipedrive deals 4 prices strategies: Essential, Advanced, Specialist, and Enterprise. All strategies include unrestricted deal pipelines, contacts and customizable reports.
Pipedrive CRM Important Strategy
The Essential plan has only minimal activity management features 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 Professional Plan
The Specialist strategy allows you to organize your sales employees into groups, offers more detailed reporting alternatives, and provides custom report fields.
Pipedrive CRM Business Strategy
The Enterprise plan features phone support (in addition to live chat, available on all strategies) and security signals.
Plans can be paid monthly, or yearly for a discount rate. You can experiment with Pipedrive for free for 2 week prior to purchasing a plan.
Testing 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 afford.
Pipedrive CRM: Including offers
We began operating in Pipedrive by developing a set of deals. The process was exceptionally easy, since you can add offers right from inside your offer pipeline instead of requiring to first navigate to the appropriate contact.
A pop-up let us add details about the contact behind the deal, the deal's anticipated value, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive used the choice of including custom fields to the deal information, which would be excellent for scoring leads and appointing concern to offers. Sychronize Outlook Contacts With Pipedrive.
Setting up a totally new deal pipeline was just as easy. You can include as lots of phases as you desire, and Pipedrive allows you to designate a possibility to each phase to indicate the possibility of a deal in the stage closing. (Pipedrive does not use past data to automatically calculate these possibilities.).
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 provide a lot of details for numerous small businesses. Reports in the control panel can be rearranged just by dragging and dropping and filtered by date range or a set of workers.
Producing a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can combine with rational operators to produce a highly particular dataset, which you can then outline onto a number of various chart types. Listed below the charts, you'll discover a summary table with all of the pertinent information and a choice to export a CSV for further analysis.
All custom reports can be saved and organized into folders for fast access later.
Alternatives to Pipedrive CRM
Pipedrive stick out for being very easy to use. However, for the price, it lacks some innovative features that we've seen in comparable CRM software.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just slightly more than Pipedrive. Zoho CRM uses limitless pipelines and control panels much like Pipedrive, but it also uses unrestricted workflow automations with its entry-level plan. It likewise provides e-mail marketing– an important function of a thorough CRM– as a basic feature.
The drawback to Zoho CRM is that its feature-rich interface isn't easy to use, especially if you're diving into CRM software application for the very first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a steep knowing curve. Nevertheless, browsing that curve may deserve it if your service requires to know how to prioritize offers or wants to utilize e-mail marketing to generate brand-new leads.
Another Pipedrive alternative that's worth a look is Apptivo. This platform is uncommon in that it offers just a fundamental set of CRM functions, then lets you personalize the software application with lots of apps. That's a major advantage if your business is scaling rapidly, given that you can easily include functions onto the software as you need them.
The only thing missing out on in Apptivo is the ability to drag and drop deals 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 think it's a much better choice for most growing services. Sychronize Outlook Contacts With Pipedrive.
Pipedrive: Last verdict – Sychronize Outlook Contacts With Pipedrive
Pipedrive is one of the most user-friendly CRM platforms we've evaluated. It's easy to browse from the minute you first open the platform and allows you to just drag and drop deals as they move through your sales pipeline. It's likewise highly customizable, providing endless deal pipelines and exceptional reporting capabilities. Sychronize Outlook Contacts With Pipedrive.
While Pipedrive does an excellent job at helping your team handle offers and established conferences with prospective clients, we discovered that it's far more minimal in scope and functionality than completing CRM software. Pipedrive has just the most basic e-mail marketing tools offered and doesn't provide any functions for task management. In addition, list building features like web types and chatbots need a paid add-on.
Eventually, that suggests that Pipedrive can work well for companies that are updating to a CRM for the very first time. Nevertheless, it may not be the very best alternative for companies that are searching for a detailed, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are much better alternatives. Apptivo in particular stands apart since it costs substantially less than Pipedrive and offers much of the very same functionality. Apptivo's platform, which uses apps like foundation, can likewise better grow with the needs of your business.