Pipedrive CRM review – Pipedrive Microsoft 365 Integration
We examine Pipedrive, an user-friendly CRM that’s got all the standard tools without the premium functions or pricetag. Pipedrive Microsoft 365 Integration.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized businesses. Discover if it’s the very best CRM software services( opens in new tab) for your business in our Pipedrive CRM review. Pipedrive Microsoft 365 Integration.
Pipedrive Microsoft 365 Integration
Pipedrive CRM evaluation: Snapshot
Pipedrive is an incredibly easy to use CRM that’s ideal for small businesses relying on CRM software for the first time. It allows you to construct an unrestricted variety of customized offer pipelines and move deals through them simply by dragging and dropping. The platform also uses extremely adjustable reports, straightforward calendar and e-mail integrations, and automated workflows to simplify your sales process. Pipedrive Microsoft 365 Integration.
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While Pipedrive does a fantastic job with the tools it has, it’s missing out on a great deal of tools that growing services require. It does not use task management tools and there are reasonably few email marketing tools. You also have to pay extra for web types and chatbots that can help you create new leads.
Overall, we take pleasure in the experience of using Pipedrive, but we don’t think the platform stands apart in the congested field of CRM software. For approximately half the rate, Apptivo is just as easy to use, provides just as numerous modification options, and includes e-mail marketing and task management tools. Pipedrive Microsoft 365 Integration.
Pipedrive CRM crucial functions
Among the best aspects of Pipedrive is how simple it is to handle offers. The platform starts you off with a default offer pipeline that must work for the majority of companies. You can develop an unlimited number of custom deal pipelines, each with as lots of steps as you require. The offer pipelines are basically kanban boards, enabling you to drag and drop deals from one stage to the next as your sales group makes progress.
Pipedrive Microsoft 365 Integration
Pipedrive includes an integrated calendar for easily scheduling 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 client by designating specific times that you’re readily available. Helpfully, upcoming conferences are shown in your offer pipelines by a series of icons.
Pipedrive deals a brand-new suite of tools called Leadbooster to help you discover brand-new leads. This is a paid add-on to any of Pipedrive’s plans that costs $39 monthly. It consists of easy web forms 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 assist you discover prospective customers from a database of more than 400 million online profiles. Pipedrive Microsoft 365 Integration.
The reporting user interface in Pipedrive is another highlight of this platform. You can develop a limitless variety of custom-made reporting control panels and lots of custom-made reports. All data can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to assist your sales group stay on leading offers. The software application features more than 30 workflow templates that can automatically move deals through your pipeline, schedule conferences, or trigger emails. You can likewise develop your own workflows utilizing an uncomplicated visual modifying interface. Pipedrive Microsoft 365 Integration.
Pipedrive CRM: What’s new?
Pipedrive has actually been hectic making updates to its platform because 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 Microsoft 365 Integration.
Pipedrive likewise added two-factor authentication and gave users the capability to group customized reports within the reporting dashboard.
Pipedrive Microsoft 365 Integration
Pipedrive CRM: Pricing
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Pipedrive deals 4 pricing strategies: Vital, Advanced, Professional, and Enterprise. All plans include unrestricted deal pipelines, contacts and adjustable reports.
Pipedrive CRM Necessary Strategy
The Vital plan has just minimal activity management functions and doesn’t include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, but does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Strategy
The Expert strategy allows you to arrange your sales staff members into teams, provides more detailed reporting options, and provides customized report fields.
Pipedrive CRM Enterprise Plan
The Enterprise strategy features phone support (in addition to live chat, available on all plans) and security signals.
Plans can be paid monthly, or each year for a discount rate. You can experiment with Pipedrive free of charge for 2 week before acquiring a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to utilize and just how much leeway the custom pipelines and control panels pay for. Pipedrive Microsoft 365 Integration.
Pipedrive CRM: Adding offers
We started working in Pipedrive by developing a set of deals. The procedure was extremely basic, given that you can add offers right from inside your offer pipeline instead of needing to very first navigate to the appropriate contact.
A pop-up let us include information about the contact behind the offer, the deal’s expected worth, which pipeline to add it to, and what stage to put it in. Even much better, Pipedrive provided the choice of including customized fields to the offer information, which would be excellent for scoring leads and designating priority to offers. Pipedrive Microsoft 365 Integration.
Establishing an entirely new deal pipeline was just as simple. You can include as numerous stages as you want, and Pipedrive allows you to assign a likelihood to each stage to indicate the likelihood of a deal in the stage closing. (Pipedrive doesn’t use past information to automatically compute these possibilities.).
Pipedrive Microsoft 365 Integration
Pipedrive CRM: Generating custom-made reports
Navigating the reporting module within Pipedrive was just as uncomplicated. The platform includes a default dashboard and 11 premade reports, which on their own will provide a lot of information for numerous small companies. Reports in the dashboard can be rearranged simply by dragging and dropping and filtered by date range or a set of employees.
Creating a new report only took a few clicks. Pipedrive deals a set of filters that you can integrate with logical operators to produce a highly specific dataset, which you can then outline onto a number of different chart types. Listed below the charts, you’ll find a summary table with all of the appropriate data and an option to export a CSV for more analysis.
All customized reports can be saved and organized into folders for quick gain access to later. Pipedrive Microsoft 365 Integration.
Alternatives to Pipedrive CRM
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Pipedrive stands out for being extremely easy to use. Nevertheless, for the cost, it lacks some advanced features that we have actually seen in comparable CRM software application. Pipedrive Microsoft 365 Integration.
Among the most noteworthy rivals to Pipedrive is Zoho CRM( opens in new tab), which costs simply somewhat more than Pipedrive. Zoho CRM provides limitless pipelines and control panels similar to Pipedrive, but it likewise offers limitless workflow automations with its entry-level strategy. It likewise offers e-mail marketing– a vital function of a thorough CRM– as a standard feature.
The disadvantage to Zoho CRM is that its feature-rich interface isn’t easy to use, particularly if you’re diving into CRM software for the very first time. Our Zoho CRM evaluation( opens in new tab) discovered that the platform has a high knowing curve. Browsing that curve may be worth it if your service needs to understand how to focus on deals or wants to utilize e-mail marketing to bring in new leads.
Another Pipedrive alternative that’s worth an appearance is Apptivo. This platform is unusual because it supplies just a basic set of CRM functions, then lets you tailor the software with dozens of apps. That’s a major benefit if your organization is scaling rapidly, because you can quickly add functions onto the software as you need them. Pipedrive Microsoft 365 Integration.
The only thing missing in Apptivo is the ability to drag and drop deals through your pipeline. But that’s barely vital, 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 the majority of growing businesses. Pipedrive Microsoft 365 Integration.
Pipedrive: Last verdict
Pipedrive is among the most user-friendly CRM platforms we’ve checked. It’s simple to navigate from the moment you initially open the platform and permits you to merely drag and drop deals as they move through your sales pipeline. It’s likewise highly personalized, offering unlimited offer pipelines and exceptional reporting capabilities. Pipedrive Microsoft 365 Integration.
While Pipedrive does a great task at assisting your team manage offers and established conferences with possible clients, we found that it’s much more minimal in scope and functionality than competing CRM software application. Pipedrive has just the most fundamental email marketing tools readily available and doesn’t offer any features for task management. In addition, lead generation functions like web kinds and chatbots require a paid add-on.
Eventually, that indicates that Pipedrive can work well for businesses that are updating to a CRM for the very first time. It may not be the finest alternative for organizations that are looking for a thorough, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are much better choices. Apptivo in particular sticks out because it costs substantially less than Pipedrive and provides much of the exact same performance. Apptivo’s platform, which uses apps like foundation, can likewise much better grow with the needs of your service. Pipedrive Microsoft 365 Integration.
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