Pipedrive CRM review – Pipedrive Ltd
We examine Pipedrive, an user-friendly CRM that’s got all the standard tools without the premium features or pricetag. Pipedrive Ltd.
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 solutions( opens in brand-new tab) for your business in our Pipedrive CRM review. Pipedrive Ltd.
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally easy to use CRM that’s ideal for small businesses relying on CRM software for the first time. It allows you to build a limitless variety of custom-made deal pipelines and move deals through them just by dragging and dropping. The platform also provides highly customizable reports, straightforward calendar and email combinations, and automated workflows to enhance your sales process. Pipedrive Ltd.
While Pipedrive does a great job with the tools it has, it’s missing a lot of tools that growing services require. It doesn’t use task management tools and there are fairly few email marketing tools. You likewise need to pay additional for web types and chatbots that can help you create brand-new leads.
In general, we enjoy the experience of using Pipedrive, but we don’t believe the platform stands apart in the crowded field of CRM software application. For approximately half the cost, Apptivo is just as easy to use, offers just as lots of personalization options, and consists of email marketing and job management tools. Pipedrive Ltd.
Pipedrive CRM key functions
One of the very best things about Pipedrive is how simple it is to manage offers. The platform begins you off with a default offer pipeline that must work for most businesses. You can create an unlimited number of customized offer pipelines, each with as many steps as you need. The offer pipelines are essentially kanban boards, allowing you to drag and drop offers from one phase to the next as your sales group makes progress.
Pipedrive includes a built-in calendar for easily arranging conferences and jobs. 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 customer by designating particular times that you’re readily available. Helpfully, upcoming conferences are shown in your deal pipelines by a series of icons.
Pipedrive offers 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 expenses $39 monthly. It includes basic web types that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster likewise features a web scraping tool that can help you find prospective clients from a database of more than 400 million online profiles. Pipedrive Ltd.
The reporting interface in Pipedrive is another emphasize of this platform. You can develop an unlimited number of customized reporting control panels and dozens of custom 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 remain on leading offers. The software application features more than 30 workflow templates that can immediately move offers through your pipeline, schedule conferences, or trigger e-mails. You can likewise create your own workflows utilizing a simple visual editing user interface. Pipedrive Ltd.
Pipedrive CRM: What’s new?
Pipedrive has actually been hectic making updates to its platform given that we last reviewed this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Ltd.
Pipedrive likewise added two-factor authentication and gave users the capability to group custom reports within the reporting dashboard.
Pipedrive CRM: Prices
Pipedrive offers 4 pricing plans: Essential, Advanced, Professional, and Business. All strategies consist of endless deal pipelines, contacts and customizable reports.
Pipedrive CRM Important Strategy
The Vital strategy has only limited activity management functions and does not consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan adds automation, however lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Expert plan allows you to arrange your sales staff members into groups, provides more comprehensive reporting choices, and uses custom-made report fields.
Pipedrive CRM Enterprise Plan
The Enterprise plan comes with phone support (in addition to live chat, readily available on all plans) and security alerts.
Plans can be paid monthly, or every year for a discount rate. You can try out Pipedrive for free for 14 days before purchasing a strategy.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and just how much freedom the customized pipelines and dashboards pay for. Pipedrive Ltd.
Pipedrive CRM: Including deals
We started operating in Pipedrive by developing a set of deals. The process was extremely easy, because you can add offers right from inside your offer pipeline instead of requiring to first browse to the relevant contact.
A pop-up let us add details about the contact behind the offer, the offer’s expected worth, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive offered the choice of adding custom fields to the deal details, which would be great for scoring leads and designating priority to offers. Pipedrive Ltd.
Establishing a completely new deal pipeline was just as easy. You can include as many stages as you want, and Pipedrive enables you to appoint a probability to each stage to suggest the likelihood of a handle the stage closing. (Pipedrive doesn’t use previous information to automatically compute these likelihoods.).
Pipedrive CRM: Getting customized reports
Navigating the reporting module within Pipedrive was just as straightforward. The platform includes a default dashboard and 11 premade reports, which on their own will offer a lot of info for many 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 brand-new report just took a couple of clicks. Pipedrive deals a set of filters that you can integrate with rational operators to produce an extremely specific dataset, which you can then outline onto a number of various chart types. Below the charts, you’ll discover a summary table with all of the relevant data and an option to export a CSV for further analysis.
All custom reports can be saved and grouped into folders for fast access later on. Pipedrive Ltd.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being incredibly easy to use. For the cost, it does not have some sophisticated functions that we’ve seen in comparable CRM software. Pipedrive Ltd.
One of the most significant rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply slightly more than Pipedrive. Zoho CRM uses limitless pipelines and dashboards just like Pipedrive, but it likewise offers limitless workflow automations with its entry-level plan. It likewise uses e-mail marketing– a critical function of a detailed CRM– as a standard function.
The drawback to Zoho CRM is that its feature-rich interface isn’t easy to use, specifically if you’re diving into CRM software application for the first time. Our Zoho CRM evaluation( opens in brand-new tab) found that the platform has a high learning curve. Nevertheless, browsing that curve may be worth it if your company needs to know how to prioritize deals or wishes to utilize email marketing to bring in new leads.
Another Pipedrive option that deserves a look is Apptivo. This platform is uncommon because it offers only a fundamental set of CRM functions, then lets you personalize the software with dozens of apps. That’s a major advantage if your organization is scaling quickly, given that you can easily add features onto the software as you need them. Pipedrive Ltd.
The only thing missing in Apptivo is the ability to drag and drop offers through your pipeline. That’s barely necessary, and for the cost– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better choice for most growing businesses. Pipedrive Ltd.
Pipedrive: Last verdict
Pipedrive is among the most easy to use CRM platforms we’ve evaluated. It’s easy to navigate from the moment you first open the platform and enables you to simply drag and drop offers as they move through your sales pipeline. It’s likewise highly personalized, offering unlimited deal pipelines and excellent reporting abilities. Pipedrive Ltd.
While Pipedrive does a fantastic task at helping your team manage offers and set up meetings with possible customers, we found that it’s far more restricted in scope and functionality than contending CRM software. Pipedrive has only one of the most standard e-mail marketing tools available and does not provide any functions for job management. In addition, lead generation features like web kinds and chatbots require a paid add-on.
Ultimately, that implies that Pipedrive can work well for organizations that are upgrading to a CRM for the very first time. Nevertheless, it might not be the best choice for companies that are searching for a comprehensive, scalable CRM option.
For that, we think Zoho CRM or Apptivo are better options. Apptivo in particular sticks out due to the fact that it costs considerably less than Pipedrive and provides much of the same performance. Apptivo’s platform, which uses apps like foundation, can also much better grow with the needs of your business. Pipedrive Ltd.