Pipedrive CRM review – Sync Pipedrive With Outlook Calendar
We examine Pipedrive, an easy to use CRM that's got all the standard tools without the premium features or pricetag. Sync Pipedrive With Outlook Calendar.
Pipedrive( opens in 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 services( opens in brand-new tab) for your company in our Pipedrive CRM evaluation. Sync Pipedrive With Outlook Calendar.
Pipedrive CRM evaluation: Snapshot
Pipedrive is an incredibly easy to use CRM that's perfect for small businesses turning to CRM software for the first time. It allows you to develop a limitless number of custom deal pipelines and move offers through them simply by dragging and dropping. The platform also offers highly adjustable reports, straightforward calendar and e-mail integrations, and automated workflows to streamline your sales process.
While Pipedrive does a fantastic job with the tools it has, it's missing out on a great deal of tools that growing services need. It does not provide task management tools and there are fairly couple of e-mail marketing tools. You also have to pay additional for web types and chatbots that can help you produce new leads.
Overall, we delight in the experience of using Pipedrive, but we do not think the platform stands out in the congested field of CRM software. For roughly half the cost, Apptivo is just as easy to use, provides just as lots of customization choices, and consists of e-mail marketing and project management tools.
Pipedrive CRM essential features
Among the very best features of Pipedrive is how easy it is to handle offers. The platform begins you off with a default offer pipeline that should work for most services. Alternatively, you can develop an endless number of customized offer pipelines, each with as numerous steps as you need. The offer pipelines are basically kanban boards, permitting you to drag and drop offers from one phase to the next as your sales team makes progress.
Pipedrive consists of an integrated calendar for easily scheduling 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 specific times that you're readily available. 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 expenses $39 monthly. It consists of basic web forms that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster likewise comes with a web scraping tool that can assist you discover potential clients from a database of more than 400 million online profiles. Sync Pipedrive With Outlook Calendar.
The reporting user interface in Pipedrive is another emphasize of this platform. You can create a limitless variety of custom-made reporting control panels and dozens of customized reports. All data can be exported to Excel with a click if you want even more analytical power.
Pipedrive supports automated workflows to help your sales group remain on top offers. The software comes with more than 30 workflow templates that can instantly move offers through your pipeline, schedule conferences, or activate e-mails. You can likewise develop your own workflows utilizing a simple visual editing interface.
Pipedrive CRM: What's new?
Pipedrive has actually been busy making updates to its platform considering that we last examined this CRM. It just recently included integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Sync Pipedrive With Outlook Calendar.
Pipedrive likewise added two-factor authentication and provided users the capability to group custom-made reports within the reporting control panel.
Pipedrive CRM: Pricing
Pipedrive offers four pricing strategies: Necessary, Advanced, Professional, and Enterprise. All strategies include unrestricted offer pipelines, contacts and personalized reports.
Pipedrive CRM Important Plan
The Vital plan has just limited activity management functions and doesn't include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, but does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Strategy
The Expert plan enables you to arrange your sales staff members into teams, offers more in-depth reporting options, and provides custom report fields.
Pipedrive CRM Enterprise Plan
The Business plan comes with phone assistance (in addition to live chat, available on all plans) and security signals.
Strategies can be paid monthly, or each year for a discount. You can check out Pipedrive totally free for 14 days before buying a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to utilize and just how much freedom the custom pipelines and control panels manage.
Pipedrive CRM: Adding deals
We started working in Pipedrive by developing a set of offers. The process was incredibly easy, considering that you can include deals right from inside your offer pipeline instead of requiring to first browse to the pertinent contact.
A pop-up let us include information about the contact behind the deal, the offer's expected value, which pipeline to include it to, and what phase to put it in. Even better, Pipedrive provided the alternative of including custom-made fields to the deal information, which would be terrific for scoring leads and assigning priority to deals. Sync Pipedrive With Outlook Calendar.
Establishing an entirely new deal pipeline was just as easy. You can include as many phases as you desire, and Pipedrive enables you to appoint a possibility to each phase to show the possibility of a deal in the stage closing. (Pipedrive doesn't use past data to automatically determine these probabilities.).
Pipedrive CRM: Getting custom reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform includes a default dashboard and 11 premade reports, which on their own will offer plenty of info for lots of small companies. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date range or a set of workers.
Creating a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can combine with logical operators to develop an extremely specific dataset, which you can then outline onto a number of various chart types. Below the charts, you'll discover a summary table with all of the relevant data and an option to export a CSV for more analysis.
All custom-made reports can be conserved and grouped into folders for quick gain access to later.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being extremely easy to use. For the rate, it does not have some sophisticated functions that we have actually seen in comparable CRM software application.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just somewhat more than Pipedrive. Zoho CRM provides unlimited pipelines and dashboards similar to Pipedrive, but it likewise offers unlimited workflow automations with its entry-level plan. It likewise uses email marketing– a critical function of a comprehensive CRM– as a standard feature.
The drawback to Zoho CRM is that its feature-rich 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 brand-new tab) found that the platform has a steep knowing curve. Browsing that curve may be worth it if your business needs to understand how to prioritize offers or desires to utilize email marketing to bring in brand-new leads.
Another Pipedrive alternative that's worth an appearance is Apptivo. This platform is uncommon because it offers only a fundamental set of CRM functions, then lets you personalize the software application with dozens of apps. That's a major benefit if your business is scaling quickly, given that you can quickly include features onto the software as you require them.
The only thing missing in Apptivo is the ability to drag and drop deals through your pipeline. That's hardly necessary, and for the cost– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a much better option for the majority of growing businesses. Sync Pipedrive With Outlook Calendar.
Pipedrive: Last decision – Sync Pipedrive With Outlook Calendar
Pipedrive is among the most easy to use CRM platforms we've checked. It's simple to navigate from the minute you initially open the platform and enables you to merely drag and drop deals as they move through your sales pipeline. It's also extremely adjustable, offering limitless offer pipelines and outstanding reporting abilities. Sync Pipedrive With Outlook Calendar.
While Pipedrive does a terrific job at helping your team manage offers and established meetings with potential clients, we discovered that it's much more restricted in scope and performance than competing CRM software application. Pipedrive has just the most fundamental email marketing tools offered and does not provide any functions for task management. In addition, lead generation functions like web types and chatbots require a paid add-on.
Eventually, that means that Pipedrive can work well for companies that are upgrading to a CRM for the very first time. It might not be the finest option for businesses that are looking for a detailed, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are much better alternatives. Apptivo in particular stands out since it costs considerably less than Pipedrive and offers much of the exact same functionality. Apptivo's platform, which utilizes apps like foundation, can likewise much better grow with the requirements of your service.