Pipedrive CRM review – Pipedrive Help
We review Pipedrive, an easy to use CRM that’s got all the standard tools without the premium functions or pricetag. Pipedrive Help.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized companies. Find out if it’s the best CRM software options( opens in new tab) for your business in our Pipedrive CRM review. Pipedrive Help.
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally easy to use CRM that’s perfect for small companies relying on CRM software for the very first time. It allows you to construct 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 email combinations, and automated workflows to enhance your sales process. Pipedrive Help.
While Pipedrive does a great task with the tools it has, it’s missing out on a great deal of tools that growing businesses require. It does not offer project management tools and there are fairly couple of email marketing tools. You likewise have to pay additional for web kinds and chatbots that can help you generate brand-new leads.
Overall, we take pleasure in the experience of using Pipedrive, but we don’t think the platform stands apart in the crowded field of CRM software. For approximately half the price, Apptivo is just as easy to use, offers just as many customization choices, and includes e-mail marketing and project management tools. Pipedrive Help.
Pipedrive CRM key functions
Among the best features of Pipedrive is how simple it is to handle deals. The platform starts you off with a default offer pipeline that should work for the majority of services. Alternatively, you can create an unlimited variety of custom offer pipelines, each with as numerous actions as you require. The deal pipelines are essentially kanban boards, enabling you to drag and drop offers from one phase to the next as your sales team makes progress.
Pipedrive consists of a built-in calendar for easily arranging meetings 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 conference times to a customer by designating specific times that you’re readily available. Helpfully, upcoming meetings are shown in your offer pipelines by a series of icons.
Pipedrive deals a brand-new suite of tools called Leadbooster to assist you find new leads. This is a paid add-on to any of Pipedrive’s plans that costs $39 monthly. It consists of simple web types that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can help you find potential clients from a database of more than 400 million online profiles. Pipedrive Help.
The reporting user interface in Pipedrive is another highlight of this platform. You can create a limitless number of custom-made reporting dashboards and lots 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 remain on top offers. The software application comes with more than 30 workflow templates that can instantly move deals through your pipeline, schedule conferences, or set off e-mails. You can also develop your own workflows utilizing a simple visual modifying interface. Pipedrive Help.
Pipedrive CRM: What’s new?
Pipedrive has actually been busy making updates to its platform because we last reviewed this CRM. It recently added combinations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Help.
Pipedrive likewise included two-factor authentication and offered users the capability to group customized reports within the reporting dashboard.
Pipedrive CRM: Pricing
Pipedrive deals 4 rates strategies: Vital, Advanced, Professional, and Business. All plans include endless deal pipelines, contacts and adjustable reports.
Pipedrive CRM Vital Plan
The Vital strategy has only limited activity management functions and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy adds automation, however lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Expert strategy allows you to arrange your sales staff members into groups, supplies more comprehensive reporting choices, and offers custom report fields.
Pipedrive CRM Business Strategy
The Business strategy features phone support (in addition to live chat, offered on all strategies) and security notifies.
Plans can be paid monthly, or annually for a discount. You can try out Pipedrive totally free for 14 days prior to acquiring a strategy.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and just how much freedom the custom pipelines and dashboards manage. Pipedrive Help.
Pipedrive CRM: Adding deals
We started working in Pipedrive by developing a set of offers. The procedure was exceptionally basic, because you can add offers right from inside your offer pipeline instead of requiring to very first navigate to the appropriate contact.
A pop-up let us include details about the contact behind the deal, the offer’s expected value, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive provided the option of including customized fields to the deal information, which would be great for scoring leads and designating priority to offers. Pipedrive Help.
Establishing a totally new deal pipeline was just as easy. You can include as lots of stages as you desire, and Pipedrive allows you to designate a possibility to each phase to indicate the probability of a handle the stage closing. (Pipedrive does not utilize previous information to automatically compute these likelihoods.).
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 by themselves will use a lot of details for lots of small businesses. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date variety or a set of workers.
Creating a new report only took a couple of clicks. Pipedrive deals a set of filters that you can combine with sensible operators to create a highly 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 appropriate information and a choice to export a CSV for additional analysis.
All custom reports can be saved and grouped into folders for fast access later. Pipedrive Help.
Alternatives to Pipedrive CRM
Pipedrive stick out for being exceptionally easy to use. For the price, it lacks some advanced features that we’ve seen in comparable CRM software application. Pipedrive Help.
Among the most significant competitors to Pipedrive is Zoho CRM( opens in new tab), which costs simply slightly more than Pipedrive. Zoho CRM provides unrestricted pipelines and dashboards similar to Pipedrive, but it likewise uses unlimited workflow automations with its entry-level strategy. It likewise offers email marketing– a crucial function of an extensive CRM– as a basic feature.
The downside to Zoho CRM is that its feature-rich user interface isn’t easy to use, especially if you’re diving into CRM software application for the very first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a steep knowing curve. Navigating that curve might be worth it if your business requires to know how to focus on offers or wants to use email marketing to bring in brand-new leads.
Another Pipedrive option that’s worth a look is Apptivo. This platform is unusual because it supplies only a standard set of CRM functions, then lets you tailor the software application with dozens of apps. That’s a major advantage if your service is scaling rapidly, because you can quickly add functions onto the software as you need them. Pipedrive Help.
The only thing missing in Apptivo is the ability to drag and drop deals through your pipeline. That’s barely vital, and for the price– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a much better option for most growing businesses. Pipedrive Help.
Pipedrive: Final verdict
Pipedrive is among the most user-friendly CRM platforms we’ve checked. It’s easy to navigate from the minute you first open the platform and enables you to merely drag and drop deals as they move through your sales pipeline. It’s likewise extremely customizable, using limitless deal pipelines and outstanding reporting capabilities. Pipedrive Help.
While Pipedrive does a great task at helping your team handle deals and established conferences with prospective customers, we found that it’s a lot more limited in scope and performance than competing CRM software. Pipedrive has just one of the most basic e-mail marketing tools readily available and doesn’t provide any functions for project management. In addition, lead generation features like web types and chatbots need a paid add-on.
Ultimately, that implies that Pipedrive can work well for companies that are upgrading to a CRM for the very first time. It might not be the best option for businesses that are looking for an extensive, scalable CRM option.
For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular sticks out due to the fact that it costs considerably less than Pipedrive and provides much of the very same performance. Apptivo’s platform, which utilizes apps like building blocks, can also much better grow with the needs of your organization. Pipedrive Help.