Pipedrive CRM review – Pipedrive Contacts Sync
We evaluate Pipedrive, an easy to use CRM that’s got all the standard tools without the premium features or pricetag. Pipedrive Contacts Sync.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized services. Learn if it’s the best CRM software solutions( opens in new tab) for your company in our Pipedrive CRM review. Pipedrive Contacts Sync.
Pipedrive Contacts Sync
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally easy to use CRM that’s ideal for small businesses relying on CRM software for the very first time. It permits you to build an unlimited number of custom offer pipelines and move offers through them simply by dragging and dropping. The platform also offers extremely personalized reports, simple calendar and e-mail integrations, and automated workflows to improve your sales process. Pipedrive Contacts Sync.
While Pipedrive does an excellent task with the tools it has, it’s missing out on a great deal of tools that growing organizations need. It does not use job management tools and there are reasonably couple of e-mail marketing tools. You also need to pay extra for web kinds and chatbots that can assist you produce new leads.
Overall, we enjoy the experience of using Pipedrive, however we do not think the platform stands out in the congested field of CRM software application. For approximately half the price, Apptivo is just as easy to use, provides just as many personalization options, and consists of email marketing and job management tools. Pipedrive Contacts Sync.
Pipedrive CRM key features
Among the very best aspects of Pipedrive is how simple it is to manage deals. The platform begins you off with a default deal pipeline that must work for most services. You can create a limitless number of custom-made deal pipelines, each with as many actions as you need. The offer pipelines are basically kanban boards, enabling you to drag and drop offers from one stage to the next as your sales team makes progress.
Pipedrive Contacts Sync
Pipedrive consists of a built-in calendar for easily setting up conferences and tasks. If you use Outlook or Google Calendar, you can establish automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose conference times to a client by designating particular times that you’re readily available. Helpfully, upcoming meetings are shown in your deal pipelines by a series of icons.
Pipedrive deals a brand-new suite of tools called Leadbooster to help you find new leads. This is a paid add-on to any of Pipedrive’s plans that costs $39 each month. It consists of simple web forms that you can embed in your site as well as a live chat module with an optional chatbot. Leadbooster likewise features a web scraping tool that can assist you discover prospective clients from a database of more than 400 million online profiles. Pipedrive Contacts Sync.
The reporting interface in Pipedrive is another highlight of this platform. You can develop an unlimited number of custom reporting dashboards and lots 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 assist your sales team stay on leading deals. The software comes with more than 30 workflow design templates that can immediately move deals through your pipeline, schedule conferences, or set off e-mails. You can also create your own workflows utilizing a straightforward visual editing interface. Pipedrive Contacts Sync.
Pipedrive CRM: What’s new?
Pipedrive has 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. Pipedrive Contacts Sync.
Pipedrive likewise added two-factor authentication and offered users the ability to group customized reports within the reporting control panel.
Pipedrive Contacts Sync
Pipedrive CRM: Prices
Pipedrive offers four prices plans: Essential, Advanced, Professional, and Business. All plans consist of unrestricted offer pipelines, contacts and customizable reports.
Pipedrive CRM Necessary Strategy
The Vital plan has just limited activity management functions and does not consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, but lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Expert plan enables you to organize your sales workers into groups, provides more detailed reporting choices, and provides custom report fields.
Pipedrive CRM Enterprise Plan
The Enterprise strategy features phone support (in addition to live chat, available on all plans) and security signals.
Strategies can be paid monthly, or yearly for a discount. You can experiment with Pipedrive free of charge for 14 days before purchasing a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to utilize and how much freedom the custom-made pipelines and dashboards pay for. Pipedrive Contacts Sync.
Pipedrive CRM: Adding deals
We started operating in Pipedrive by creating a set of deals. The process was extremely basic, considering that you can include offers right from inside your offer pipeline instead of needing to first navigate to the pertinent contact.
A pop-up let us add information about the contact behind the deal, the deal’s expected value, which pipeline to add it to, and what stage to put it in. Even better, Pipedrive offered the option of including custom-made fields to the deal details, which would be terrific for scoring leads and assigning priority to deals. Pipedrive Contacts Sync.
Setting up a totally 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 suggest the likelihood of a deal in the stage closing. (Pipedrive does not use past information to automatically calculate these possibilities.).
Pipedrive Contacts Sync
Pipedrive CRM: Getting custom reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform includes a default control panel and 11 premade reports, which by themselves will offer plenty of info for lots of small businesses. Reports in the control panel can be rearranged just by dragging and dropping and filtered by date variety or a set of workers.
Developing a new report only took a couple of clicks. Pipedrive offers a set of filters that you can integrate with sensible operators to create an extremely particular dataset, which you can then plot onto several different chart types. Below the charts, you’ll find a summary table with all of the pertinent data and a choice to export a CSV for further analysis.
All custom-made reports can be saved and organized into folders for fast access later on. Pipedrive Contacts Sync.
Alternatives to Pipedrive CRM
Pipedrive stick out for being very easy to use. However, for the cost, it lacks some innovative functions that we’ve seen in equivalent CRM software. Pipedrive Contacts Sync.
Among the most notable rivals to Pipedrive is Zoho CRM( opens in new tab), which costs simply slightly more than Pipedrive. Zoho CRM uses limitless pipelines and control panels similar to Pipedrive, however it also uses endless workflow automations with its entry-level strategy. It likewise provides e-mail marketing– a vital function of a comprehensive CRM– as a basic function.
The downside to Zoho CRM is that its feature-rich interface isn’t easy to use, especially if you’re diving into CRM software for the first time. Our Zoho CRM evaluation( opens in new tab) found that the platform has a high learning curve. However, navigating that curve might deserve it if your business needs to understand how to prioritize deals or wants to use e-mail marketing to generate new leads.
Another Pipedrive option that deserves a look is Apptivo. This platform is unusual in that it offers just a fundamental set of CRM functions, then lets you customize the software with lots of apps. That’s a significant advantage if your company is scaling quickly, given that you can quickly include functions onto the software as you require them. Pipedrive Contacts Sync.
The only thing missing out on in Apptivo is the capability to drag and drop offers through your pipeline. That’s barely essential, 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 services. Pipedrive Contacts Sync.
Pipedrive: Last decision
Pipedrive is among the most easy to use CRM platforms we have actually checked. It’s easy to navigate from the minute you first open the platform and enables you to merely drag and drop offers as they move through your sales pipeline. It’s likewise extremely customizable, using unlimited offer pipelines and outstanding reporting capabilities. Pipedrive Contacts Sync.
While Pipedrive does a fantastic task at helping your group handle offers and established meetings with potential clients, we found that it’s far more limited in scope and performance than competing CRM software. Pipedrive has just one of the most basic email marketing tools readily available and does not offer any features for task management. In addition, lead generation functions like web kinds and chatbots require a paid add-on.
Ultimately, that suggests that Pipedrive can work well for organizations that are upgrading to a CRM for the very first time. Nevertheless, it might not be the very best choice for businesses that are trying to find a comprehensive, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are better alternatives. Apptivo in particular sticks out since it costs substantially less than Pipedrive and provides much of the same performance. Apptivo’s platform, which utilizes apps like foundation, can likewise better grow with the needs of your company. Pipedrive Contacts Sync.