Pipedrive CRM review – Pipedrive Google Sync
We evaluate Pipedrive, an user-friendly CRM that’s got all the standard tools without the premium functions or pricetag. Pipedrive Google Sync.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized services. Discover if it’s the best CRM software application solutions( opens in brand-new tab) for your company in our Pipedrive CRM review. Pipedrive Google Sync.
Pipedrive Google Sync
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely easy to use CRM that’s perfect for small businesses turning to CRM software application for the first time. It permits you to build an endless number of custom-made deal pipelines and move offers through them just by dragging and dropping. The platform likewise uses extremely adjustable reports, simple calendar and e-mail combinations, and automated workflows to simplify your sales process. Pipedrive Google Sync.
While Pipedrive does an excellent task with the tools it has, it’s missing out on a great deal of tools that growing companies require. It doesn’t offer project 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 brand-new leads.
Overall, we take pleasure in the experience of using Pipedrive, however we do not believe the platform sticks out in the congested field of CRM software. For roughly half the rate, Apptivo is just as easy to use, uses just as numerous customization options, and consists of email marketing and job management tools. Pipedrive Google Sync.
Pipedrive CRM key functions
Among the very best features of Pipedrive is how easy it is to handle offers. The platform starts you off with a default deal pipeline that must work for most services. You can create an unlimited number of custom-made deal pipelines, each with as lots of steps as you require. The deal pipelines are basically kanban boards, enabling you to drag and drop deals from one stage to the next as your sales team makes progress.
Pipedrive Google Sync
Pipedrive includes a built-in calendar for easily arranging conferences and tasks. If you utilize Outlook or Google Calendar, you can set up automated two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose meeting times to a customer by designating specific times that you’re available. Helpfully, upcoming meetings are shown in your offer pipelines by a series of icons.
Pipedrive offers a new suite of tools called Leadbooster to assist you find new leads. This is a paid add-on to any of Pipedrive’s strategies that costs $39 monthly. It consists of simple web forms that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster likewise comes with a web scraping tool that can assist you find prospective customers from a database of more than 400 million online profiles. Pipedrive Google Sync.
The reporting user interface in Pipedrive is another highlight of this platform. You can create an unrestricted number of customized reporting dashboards and dozens of custom-made 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 top offers. The software features more than 30 workflow templates that can immediately move deals through your pipeline, schedule meetings, or trigger e-mails. You can also produce your own workflows using a simple visual modifying user interface. Pipedrive Google Sync.
Pipedrive CRM: What’s new?
Pipedrive has been busy making updates to its platform because we last reviewed this CRM. It just recently added combinations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Google Sync.
Pipedrive also included two-factor authentication and provided users the ability to group customized reports within the reporting dashboard.
Pipedrive Google Sync
Pipedrive CRM: Prices
Pipedrive offers 4 prices plans: Necessary, Advanced, Specialist, and Enterprise. All plans consist of endless deal pipelines, contacts and adjustable reports.
Pipedrive CRM Vital Plan
The Important strategy has just minimal activity management functions and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy adds automation, however lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Strategy
The Specialist strategy allows you to organize your sales employees into teams, offers more in-depth reporting choices, and uses custom-made report fields.
Pipedrive CRM Enterprise Strategy
The Business plan comes with phone assistance (in addition to live chat, readily available on all strategies) and security signals.
Plans can be paid monthly, or annually for a discount rate. You can check out Pipedrive totally free for 14 days prior to buying a plan.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to utilize and how much freedom the custom pipelines and dashboards afford. Pipedrive Google Sync.
Pipedrive CRM: Including deals
We began operating in Pipedrive by creating a set of deals. The process was exceptionally basic, considering that you can add deals right from inside your deal pipeline instead of needing to very first navigate to the appropriate contact.
A pop-up let us add details about the contact behind the offer, the deal’s expected value, which pipeline to include it to, and what phase to put it in. Even better, Pipedrive offered the option of including custom fields to the deal information, which would be excellent for scoring leads and assigning concern to offers. Pipedrive Google Sync.
Setting up a totally new deal pipeline was just as simple. You can include as lots of stages as you want, and Pipedrive allows you to assign a likelihood to each stage to suggest the probability of a handle the stage closing. (Pipedrive does not utilize past information to immediately compute these possibilities.).
Pipedrive Google Sync
Pipedrive CRM: Generating custom reports
Browsing the reporting module within Pipedrive was just as straightforward. The platform consists of a default dashboard and 11 premade reports, which by themselves will offer a lot of info for numerous small companies. Reports in the control panel can be rearranged just by dragging and dropping and filtered by date range or a set of employees.
Developing a new report only took a couple of clicks. Pipedrive deals a set of filters that you can integrate with rational operators to develop a highly particular 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 relevant data and an alternative to export a CSV for additional analysis.
All custom-made reports can be conserved and grouped into folders for fast access later. Pipedrive Google Sync.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being very easy to use. Nevertheless, for the cost, it lacks some advanced features that we’ve seen in similar CRM software. Pipedrive Google Sync.
One of the most significant rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just slightly more than Pipedrive. Zoho CRM provides unlimited pipelines and control panels similar to Pipedrive, but it likewise offers endless workflow automations with its entry-level strategy. It also provides e-mail marketing– a vital function of a detailed 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 first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a high knowing curve. Browsing that curve might be worth it if your organization requires to know how to focus on deals or wants to use e-mail marketing to bring in new leads.
Another Pipedrive alternative that’s worth an appearance is Apptivo. This platform is unusual in that it offers just a fundamental set of CRM functions, then lets you tailor the software application with dozens of apps. That’s a significant benefit if your service is scaling quickly, given that you can quickly include features onto the software application as you need them. Pipedrive Google Sync.
The only thing missing in Apptivo is the ability to drag and drop deals through your pipeline. However that’s barely essential, and for the rate– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a much better option for many growing services. Pipedrive Google Sync.
Pipedrive: Last verdict
Pipedrive is among the most easy to use CRM platforms we have actually tested. It’s simple to browse from the moment you initially open the platform and enables you to just drag and drop deals as they move through your sales pipeline. It’s likewise extremely adjustable, offering limitless deal pipelines and outstanding reporting capabilities. Pipedrive Google Sync.
While Pipedrive does a terrific job at assisting your team manage offers and established meetings with potential customers, we discovered that it’s much more limited in scope and functionality than completing CRM software. Pipedrive has only one of the most fundamental e-mail marketing tools available and does not use any features for project management. In addition, list building features like web forms and chatbots need a paid add-on.
Ultimately, that suggests that Pipedrive can work well for companies that are updating to a CRM for the first time. However, it might not be the best choice for businesses that are searching for an extensive, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular sticks out due to the fact that it costs significantly less than Pipedrive and provides much of the same functionality. Apptivo’s platform, which utilizes apps like foundation, can also better grow with the requirements of your business. Pipedrive Google Sync.