Pipedrive CRM evaluation – How Many Companies Use Pipedrive
We evaluate Pipedrive, an user-friendly CRM that’s got all the fundamental tools without the premium functions or pricetag. How Many Companies Use Pipedrive.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized companies. Learn if it’s the best CRM software services( opens in new tab) for your business in our Pipedrive CRM review. How Many Companies Use Pipedrive.
How Many Companies Use Pipedrive
Pipedrive CRM review: Snapshot
Pipedrive is a very user-friendly CRM that’s perfect for small companies relying on CRM software application for the first time. It allows you to build an endless variety of custom offer pipelines and move deals through them just by dragging and dropping. The platform also provides extremely customizable reports, straightforward calendar and email combinations, and automated workflows to streamline your sales process. How Many Companies Use Pipedrive.
While Pipedrive does a great task with the tools it has, it’s missing out on a great deal of tools that growing companies need. It does not use project management tools and there are fairly couple of email marketing tools. You also need to pay extra for web forms and chatbots that can assist you create new leads.
Overall, we take pleasure in the experience of using Pipedrive, however we do not think the platform sticks out in the crowded field of CRM software application. For roughly half the price, Apptivo is just as easy to use, uses just as numerous modification options, and includes email marketing and job management tools. How Many Companies Use Pipedrive.
Pipedrive CRM key features
Among the best features of Pipedrive is how simple it is to manage offers. The platform starts you off with a default offer pipeline that must work for most organizations. You can produce an unrestricted number of custom offer pipelines, each with as numerous actions as you require. The deal pipelines are essentially kanban boards, allowing you to drag and drop offers from one phase to the next as your sales group makes progress.
How Many Companies Use Pipedrive
Pipedrive includes an integrated calendar for quickly setting up meetings and tasks. If you utilize Outlook or Google Calendar, you can establish 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 offered. Helpfully, upcoming meetings are displayed in your deal pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to assist you discover new leads. This is a paid add-on to any of Pipedrive’s plans that expenses $39 each month. It consists of basic web forms that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can assist you find prospective clients from a database of more than 400 million online profiles. How Many Companies Use Pipedrive.
The reporting user interface in Pipedrive is another emphasize of this platform. You can develop an endless variety of customized reporting dashboards and dozens of customized 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 team stay on leading deals. The software comes with more than 30 workflow templates that can automatically move deals through your pipeline, schedule meetings, or trigger e-mails. You can likewise develop your own workflows using an uncomplicated visual modifying user interface. How Many Companies Use Pipedrive.
Pipedrive CRM: What’s new?
Pipedrive has been busy making updates to its platform given that we last examined this CRM. It recently included integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. How Many Companies Use Pipedrive.
Pipedrive also added two-factor authentication and offered users the ability to group custom-made reports within the reporting control panel.
How Many Companies Use Pipedrive
Pipedrive CRM: Prices
Pipedrive deals 4 prices strategies: Essential, Advanced, Expert, and Business. All plans include unrestricted deal pipelines, contacts and personalized reports.
Pipedrive CRM Vital Plan
The Essential strategy has just restricted activity management functions and does not consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, but does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Specialist plan enables you to arrange your sales staff members into groups, offers more comprehensive reporting choices, and provides custom-made report fields.
Pipedrive CRM Business Strategy
The Enterprise plan includes phone support (in addition to live chat, readily available on all plans) and security notifies.
Plans can be paid monthly, or annually for a discount rate. You can try out Pipedrive for free for 14 days prior to purchasing a plan.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to use and just how much leeway the custom-made pipelines and dashboards manage. How Many Companies Use Pipedrive.
Pipedrive CRM: Including deals
We started operating in Pipedrive by creating a set of deals. The procedure was extremely simple, because you can add offers right from inside your deal pipeline instead of requiring to first browse to the pertinent contact.
A pop-up let us include 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 used the option of including custom-made fields to the offer information, which would be fantastic for scoring leads and assigning priority to offers. How Many Companies Use Pipedrive.
Establishing a completely new deal pipeline was just as easy. You can add as numerous phases as you desire, and Pipedrive enables you to designate a possibility to each phase to indicate the likelihood of a handle the stage closing. (Pipedrive does not use previous data to immediately compute these likelihoods.).
How Many Companies Use Pipedrive
Pipedrive CRM: Getting 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 by themselves will offer a lot of info for lots of small businesses. Reports in the dashboard can be rearranged just by dragging and dropping and filtered by date range or a set of workers.
Developing a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can combine with rational operators to create an extremely particular dataset, which you can then plot onto numerous different chart types. Below the charts, you’ll discover a summary table with all of the relevant information and a choice to export a CSV for additional analysis.
All custom reports can be conserved and grouped into folders for fast access later on. How Many Companies Use Pipedrive.
Alternatives to Pipedrive CRM
Pipedrive stick out for being exceptionally easy to use. For the price, it does not have some advanced features that we’ve seen in similar CRM software application. How Many Companies Use Pipedrive.
One of the most noteworthy competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just somewhat more than Pipedrive. Zoho CRM offers endless pipelines and control panels just like Pipedrive, but it likewise provides limitless workflow automations with its entry-level plan. It likewise provides e-mail marketing– a crucial function of a comprehensive CRM– as a basic 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 new tab) discovered that the platform has a steep learning curve. Navigating that curve may be worth it if your business requires to know how to focus on deals or wants to utilize e-mail marketing to bring in brand-new leads.
Another Pipedrive alternative that’s worth a look is Apptivo. This platform is unusual because it supplies only a standard 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 quickly include features onto the software as you require them. How Many Companies Use Pipedrive.
The only thing missing out on in Apptivo is the ability to drag and drop offers through your pipeline. But that’s barely necessary, and for the price– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a much better choice for a lot of growing companies. How Many Companies Use Pipedrive.
Pipedrive: Final verdict
Pipedrive is among the most user-friendly CRM platforms we’ve tested. It’s easy to navigate from the minute you first open the platform and permits you to just drag and drop offers as they move through your sales pipeline. It’s likewise extremely customizable, using limitless offer pipelines and exceptional reporting abilities. How Many Companies Use Pipedrive.
While Pipedrive does a great job at assisting your group manage deals and established meetings with possible clients, we found that it’s a lot more limited in scope and functionality than competing CRM software. Pipedrive has just one of the most fundamental e-mail marketing tools available and does not use any features for task management. In addition, lead generation features like web forms and chatbots need a paid add-on.
Eventually, 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 very best option for organizations that are searching for a comprehensive, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are much better choices. Apptivo in particular stands apart because it costs substantially less than Pipedrive and offers much of the very same performance. Apptivo’s platform, which uses apps like foundation, can also much better grow with the needs of your business. How Many Companies Use Pipedrive.