Pipedrive CRM evaluation – Pipedrive Microsoft Exchange
We examine Pipedrive, an easy to use CRM that’s got all the fundamental tools without the premium functions or pricetag. Pipedrive Microsoft Exchange.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized businesses. Discover if it’s the best CRM software application options( opens in new tab) for your company in our Pipedrive CRM review. Pipedrive Microsoft Exchange.
Pipedrive Microsoft Exchange
Pipedrive CRM review: Snapshot
Pipedrive is an extremely easy to use CRM that’s ideal for small businesses relying on CRM software application for the very first time. It allows you to develop a limitless number of custom offer pipelines and move deals through them just by dragging and dropping. The platform likewise offers extremely customizable reports, simple calendar and email integrations, and automated workflows to streamline your sales procedure. Pipedrive Microsoft Exchange.
While Pipedrive does a great job with the tools it has, it’s missing a lot of tools that growing companies need. It does not offer project management tools and there are reasonably couple of e-mail marketing tools. You also have to pay additional for web types and chatbots that can help you produce new leads.
In general, we enjoy the experience of using Pipedrive, but we don’t think the platform stands apart in the congested field of CRM software application. For roughly half the price, Apptivo is just as easy to use, uses just as many personalization options, and consists of email marketing and task management tools. Pipedrive Microsoft Exchange.
Pipedrive CRM essential functions
Among the very best things about Pipedrive is how easy it is to manage deals. The platform starts you off with a default offer pipeline that should work for a lot of services. You can develop an endless number of custom-made deal pipelines, each with as numerous actions as you need. The deal pipelines are basically kanban boards, allowing you to drag and drop offers from one phase to the next as your sales team makes progress.
Pipedrive Microsoft Exchange
Pipedrive consists of a built-in calendar for easily scheduling meetings and tasks. If you utilize Outlook or Google Calendar, you can set up automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline allows you to propose conference times to a customer by designating specific times that you’re available. Helpfully, upcoming conferences are shown in your offer pipelines by a series of icons.
Pipedrive offers a 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 costs $39 each month. It consists of easy web kinds that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can assist you discover possible customers from a database of more than 400 million online profiles. Pipedrive Microsoft Exchange.
The reporting interface in Pipedrive is another emphasize of this platform. You can create an unlimited number of custom reporting dashboards and dozens of custom-made 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 stay on top offers. The software application includes more than 30 workflow design templates that can immediately move deals through your pipeline, schedule meetings, or trigger emails. You can likewise produce your own workflows utilizing a simple visual editing user interface. Pipedrive Microsoft Exchange.
Pipedrive CRM: What’s new?
Pipedrive has been hectic making updates to its platform given that we last examined this CRM. It just recently added integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Microsoft Exchange.
Pipedrive likewise added two-factor authentication and gave users the ability to group custom reports within the reporting control panel.
Pipedrive Microsoft Exchange
Pipedrive CRM: Prices
Pipedrive offers four pricing strategies: Necessary, Advanced, Expert, and Business. All strategies include unrestricted offer pipelines, contacts and personalized reports.
Pipedrive CRM Necessary Strategy
The Important strategy has only minimal activity management features and does not include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, however lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Specialist strategy enables you to organize your sales employees into teams, provides more comprehensive reporting choices, and provides custom-made report fields.
Pipedrive CRM Enterprise Strategy
The Enterprise strategy comes with phone support (in addition to live chat, readily available on all plans) and security informs.
Strategies can be paid monthly, or each year for a discount rate. You can experiment with Pipedrive totally free for 2 week before buying a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to use and just how much leeway the custom pipelines and control panels manage. Pipedrive Microsoft Exchange.
Pipedrive CRM: Adding offers
We started working in Pipedrive by producing a set of deals. The process was incredibly simple, because you can add deals right from inside your offer pipeline instead of needing to first navigate to the pertinent contact.
A pop-up let us add details about the contact behind the offer, the deal’s expected worth, which pipeline to add it to, and what phase to put it in. Even much better, Pipedrive used the option of including custom-made fields to the deal information, which would be great for scoring leads and appointing priority to offers. Pipedrive Microsoft Exchange.
Establishing a completely new deal pipeline was just as simple. You can include as numerous stages as you desire, and Pipedrive allows you to assign a possibility to each phase to indicate the probability of a deal in the stage closing. (Pipedrive doesn’t use previous data to automatically determine these likelihoods.).
Pipedrive Microsoft Exchange
Pipedrive CRM: Generating customized reports
Browsing the reporting module within Pipedrive was just as simple. The platform includes a default control panel and 11 premade reports, which by themselves will offer plenty of details 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.
Developing a new report just took a few clicks. Pipedrive deals a set of filters that you can combine with sensible operators to create a highly specific dataset, which you can then plot onto numerous various chart types. Below the charts, you’ll find a summary table with all of the pertinent data and an option to export a CSV for additional analysis.
All custom reports can be saved and organized into folders for fast access later on. Pipedrive Microsoft Exchange.
Alternatives to Pipedrive CRM
Pipedrive stands out for being very easy to use. However, for the cost, it lacks some sophisticated functions that we’ve seen in comparable CRM software. Pipedrive Microsoft Exchange.
One of the most notable rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just slightly more than Pipedrive. Zoho CRM provides limitless pipelines and dashboards much like Pipedrive, however it also uses unrestricted workflow automations with its entry-level plan. It likewise uses e-mail marketing– a critical function of a comprehensive CRM– as a basic function.
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 for the very first time. Our Zoho CRM evaluation( opens in new tab) found that the platform has a steep knowing curve. Nevertheless, browsing that curve may be worth it if your service needs to know how to prioritize offers or wants to use email marketing to generate brand-new leads.
Another Pipedrive option that deserves an appearance is Apptivo. This platform is uncommon in that it provides only a fundamental set of CRM functions, then lets you personalize the software application with dozens of apps. That’s a major benefit if your service is scaling rapidly, because you can quickly add functions onto the software as you need them. Pipedrive Microsoft Exchange.
The only thing missing in Apptivo is the ability to drag and drop deals through your pipeline. But that’s hardly vital, and for the rate– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better option for the majority of growing services. Pipedrive Microsoft Exchange.
Pipedrive: Final decision
Pipedrive is one of the most easy to use CRM platforms we’ve checked. It’s easy to navigate from the minute you first open the platform and permits you to simply drag and drop deals as they move through your sales pipeline. It’s likewise highly adjustable, offering limitless deal pipelines and excellent reporting abilities. Pipedrive Microsoft Exchange.
While Pipedrive does an excellent job at helping your group handle deals and established conferences with potential customers, we discovered that it’s far more minimal in scope and performance than completing CRM software application. Pipedrive has just one of the most fundamental e-mail marketing tools available and does not provide any functions for job management. In addition, list building functions like web types and chatbots need a paid add-on.
Ultimately, that means that Pipedrive can work well for businesses that are upgrading to a CRM for the first time. However, it may not be the very best choice for businesses that are searching for a comprehensive, scalable CRM option.
For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular sticks out because it costs considerably less than Pipedrive and offers much of the exact same functionality. Apptivo’s platform, which uses apps like foundation, can also much better grow with the requirements of your service. Pipedrive Microsoft Exchange.