Pipedrive CRM evaluation – Pipedrive Exchange Integration
We evaluate Pipedrive, an user-friendly CRM that’s got all the fundamental tools without the premium functions or pricetag. Pipedrive Exchange Integration.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized companies. Find out if it’s the very best CRM software solutions( opens in brand-new tab) for your company in our Pipedrive CRM evaluation. Pipedrive Exchange Integration.
Pipedrive Exchange Integration
Pipedrive CRM review: Snapshot
Pipedrive is an incredibly user-friendly CRM that’s ideal for small companies relying on CRM software application for the very first time. It allows you to build a limitless number of customized offer pipelines and move offers through them just by dragging and dropping. The platform likewise provides extremely customizable reports, uncomplicated calendar and e-mail integrations, and automated workflows to enhance your sales procedure. Pipedrive Exchange Integration.
While Pipedrive does a fantastic task with the tools it has, it’s missing a great deal of tools that growing services need. It does not provide job management tools and there are reasonably couple of email marketing tools. You also have to pay extra for web forms and chatbots that can help you produce new leads.
In general, we delight in the experience of using Pipedrive, however we do not believe the platform stands out in the congested field of CRM software application. For approximately half the rate, Apptivo is just as easy to use, provides just as lots of personalization choices, and includes email marketing and task management tools. Pipedrive Exchange Integration.
Pipedrive CRM key features
One of the best features of Pipedrive is how simple it is to handle offers. The platform starts you off with a default offer pipeline that need to work for a lot of companies. Alternatively, you can develop a limitless number of custom-made deal pipelines, each with as lots of steps as you need. The deal pipelines are essentially kanban boards, permitting you to drag and drop deals from one stage to the next as your sales group makes progress.
Pipedrive Exchange Integration
Pipedrive includes an integrated calendar for easily scheduling meetings 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 conference times to a client by designating specific times that you’re 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 help you discover brand-new leads. This is a paid add-on to any of Pipedrive’s strategies that costs $39 each month. It consists of basic web types that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can help you discover prospective customers from a database of more than 400 million online profiles. Pipedrive Exchange Integration.
The reporting interface in Pipedrive is another highlight of this platform. You can produce an unlimited variety of custom-made reporting dashboards and lots of customized reports. All data can be exported to Excel with a click if you desire much more analytical power.
Pipedrive supports automated workflows to help your sales group remain on leading deals. The software application includes more than 30 workflow design templates that can instantly move offers through your pipeline, schedule meetings, or trigger e-mails. You can also produce your own workflows using an uncomplicated visual editing interface. Pipedrive Exchange Integration.
Pipedrive CRM: What’s new?
Pipedrive has actually been busy making updates to its platform since we last reviewed this CRM. It just recently added combinations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Exchange Integration.
Pipedrive also included two-factor authentication and offered users the capability to group custom reports within the reporting dashboard.
Pipedrive Exchange Integration
Pipedrive CRM: Pricing
Pipedrive deals four prices plans: Important, Advanced, Professional, and Business. All strategies consist of unrestricted deal pipelines, contacts and customizable reports.
Pipedrive CRM Vital Strategy
The Necessary plan has only limited activity management features and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan includes automation, however lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Specialist strategy allows you to organize your sales workers into teams, supplies more detailed reporting options, and provides custom report fields.
Pipedrive CRM Business Plan
The Enterprise plan includes phone assistance (in addition to live chat, available on all plans) and security informs.
Strategies can be paid monthly, or yearly for a discount rate. You can experiment with Pipedrive free of charge for 14 days prior to buying a plan.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to use and how much freedom the custom pipelines and dashboards manage. Pipedrive Exchange Integration.
Pipedrive CRM: Adding offers
We began working in Pipedrive by developing a set of deals. The procedure was incredibly basic, considering that you can include offers right from inside your offer 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 expected value, which pipeline to add it to, and what stage to put it in. Even better, Pipedrive offered the alternative of including customized fields to the offer details, which would be excellent for scoring leads and appointing priority to offers. Pipedrive Exchange Integration.
Setting up a completely new deal pipeline was just as simple. You can add as many phases as you want, and Pipedrive allows you to assign a possibility to each stage to show the possibility of a deal in the stage closing. (Pipedrive does not utilize past data to instantly compute these probabilities.).
Pipedrive Exchange Integration
Pipedrive CRM: Generating custom reports
Browsing the reporting module within Pipedrive was just as simple. The platform includes a default control panel and 11 premade reports, which on their own will offer a lot of info for lots of small companies. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date variety or a set of employees.
Producing a new report just took a few clicks. Pipedrive offers a set of filters that you can integrate with rational operators to produce a highly specific dataset, which you can then outline onto several various chart types. Listed below the charts, you’ll discover a summary table with all of the appropriate information and an alternative to export a CSV for further analysis.
All customized reports can be conserved and organized into folders for quick gain access to later. Pipedrive Exchange Integration.
Alternatives to Pipedrive CRM
Pipedrive stick out for being incredibly easy to use. For the rate, it does not have some innovative functions that we’ve seen in comparable CRM software. Pipedrive Exchange Integration.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in new tab), which costs simply a little more than Pipedrive. Zoho CRM provides unrestricted pipelines and dashboards much like Pipedrive, but it also offers unlimited workflow automations with its entry-level strategy. It also offers e-mail marketing– an important 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, particularly if you’re diving into CRM software application for the first time. Our Zoho CRM evaluation( opens in brand-new tab) discovered that the platform has a steep learning curve. However, browsing that curve might deserve it if your company needs to understand how to prioritize deals or wishes to utilize email marketing to generate brand-new leads.
Another Pipedrive option that’s worth an appearance is Apptivo. This platform is unusual because it offers just a fundamental set of CRM functions, then lets you tailor the software with dozens of apps. That’s a significant benefit if your organization is scaling quickly, considering that you can quickly add features onto the software as you need them. Pipedrive Exchange Integration.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. That’s hardly essential, 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 choice for most growing companies. Pipedrive Exchange Integration.
Pipedrive: Final verdict
Pipedrive is one of the most easy to use CRM platforms we have actually evaluated. It’s easy to navigate from the minute you first open the platform and permits you to just drag and drop deals as they move through your sales pipeline. It’s also highly customizable, providing unlimited offer pipelines and exceptional reporting capabilities. Pipedrive Exchange Integration.
While Pipedrive does a terrific task at helping your group handle offers and set up conferences with possible customers, we discovered that it’s a lot more minimal in scope and functionality than competing CRM software. Pipedrive has just one of the most fundamental email marketing tools offered and does not offer any features for project management. In addition, lead generation features like web types and chatbots require a paid add-on.
Eventually, that suggests that Pipedrive can work well for services that are updating to a CRM for the first time. However, it might not be the very best alternative for companies that are searching for a detailed, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are much better options. Apptivo in particular sticks out because it costs significantly less than Pipedrive and provides much of the very same performance. Apptivo’s platform, which uses apps like building blocks, can likewise much better grow with the requirements of your business. Pipedrive Exchange Integration.