Pipedrive CRM review – Pipedrive Nonprofit
We examine Pipedrive, an easy to use CRM that’s got all the standard tools without the premium features or pricetag. Pipedrive Nonprofit.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized businesses. Find out if it’s the very best CRM software application services( opens in brand-new tab) for your business in our Pipedrive CRM review. Pipedrive Nonprofit.
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally user-friendly CRM that’s perfect for small companies relying on CRM software application for the very first time. It allows you to develop an unlimited variety of customized offer pipelines and move deals through them just by dragging and dropping. The platform also provides extremely adjustable reports, straightforward calendar and email combinations, and automated workflows to simplify your sales process. Pipedrive Nonprofit.
While Pipedrive does a great job with the tools it has, it’s missing a lot of tools that growing organizations require. It doesn’t use job management tools and there are relatively few email marketing tools. You likewise need to pay additional for web forms and chatbots that can help you create new leads.
Overall, we delight in the experience of using Pipedrive, however we do not believe the platform stands apart in the congested field of CRM software. For approximately half the cost, Apptivo is just as easy to use, offers just as many personalization alternatives, and includes email marketing and project management tools. Pipedrive Nonprofit.
Pipedrive CRM key features
Among the best aspects of Pipedrive is how easy it is to handle offers. The platform starts you off with a default deal pipeline that must work for a lot of organizations. Alternatively, you can create an endless variety of custom offer pipelines, each with as lots of 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 group makes progress.
Pipedrive includes an integrated calendar for quickly 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 meeting times to a customer by designating particular times that you’re available. Helpfully, upcoming conferences are displayed in your deal pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to help you find brand-new leads. This is a paid add-on to any of Pipedrive’s plans that expenses $39 each month. It includes simple web forms that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can assist you find possible clients from a database of more than 400 million online profiles. Pipedrive Nonprofit.
The reporting user interface in Pipedrive is another highlight of this platform. You can develop a limitless variety of customized reporting control panels and lots of customized reports. All information can be exported to Excel with a click if you want a lot more analytical power.
Pipedrive supports automated workflows to help your sales group remain on top offers. The software application features more than 30 workflow templates that can instantly move deals through your pipeline, schedule meetings, or activate emails. You can also create your own workflows utilizing a simple visual modifying user interface. Pipedrive Nonprofit.
Pipedrive CRM: What’s brand-new?
Pipedrive has actually been busy making updates to its platform given that we last examined 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 Nonprofit.
Pipedrive also included two-factor authentication and gave users the capability to group custom-made reports within the reporting dashboard.
Pipedrive CRM: Pricing
Pipedrive deals four prices strategies: Important, Advanced, Expert, and Business. All strategies consist of unlimited deal pipelines, contacts and customizable reports.
Pipedrive CRM Important Strategy
The Essential strategy has only restricted activity management features and does not include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, but does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Strategy
The Specialist strategy allows you to organize your sales employees into groups, supplies more comprehensive reporting choices, and offers custom-made report fields.
Pipedrive CRM Business Plan
The Business plan features phone support (in addition to live chat, readily available on all plans) and security alerts.
Plans can be paid monthly, or each year for a discount. You can experiment with Pipedrive free of charge for 14 days before acquiring a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and how much leeway the custom pipelines and dashboards manage. Pipedrive Nonprofit.
Pipedrive CRM: Including offers
We began working in Pipedrive by creating a set of deals. The process was incredibly basic, considering that you can add offers right from inside your deal pipeline instead of needing to first browse to the appropriate contact.
A pop-up let us add information about the contact behind the offer, the deal’s anticipated value, which pipeline to include it to, and what phase to put it in. Even better, Pipedrive provided the choice of including custom-made fields to the offer information, which would be great for scoring leads and assigning concern to deals. Pipedrive Nonprofit.
Setting up an entirely new deal pipeline was just as easy. You can include as numerous stages as you desire, and Pipedrive allows you to assign a possibility to each stage to show the likelihood of a handle the stage closing. (Pipedrive doesn’t utilize previous data to automatically determine these possibilities.).
Pipedrive CRM: Getting customized 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 lots of info for lots of small businesses. Reports in the dashboard can be rearranged simply by dragging and dropping and filtered by date variety or a set of employees.
Creating a brand-new report just took a couple of clicks. Pipedrive deals a set of filters that you can combine with rational operators to develop an extremely particular dataset, which you can then plot onto several different chart types. Below the charts, you’ll discover a summary table with all of the pertinent information and an alternative to export a CSV for more analysis.
All custom-made reports can be saved and grouped into folders for fast gain access to later. Pipedrive Nonprofit.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being exceptionally easy to use. For the rate, it lacks some innovative functions that we have actually seen in similar CRM software. Pipedrive Nonprofit.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply slightly more than Pipedrive. Zoho CRM uses unrestricted pipelines and dashboards similar to Pipedrive, but it likewise offers endless workflow automations with its entry-level plan. It also offers e-mail marketing– an important function of an extensive CRM– as a basic feature.
The drawback 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 first time. Our Zoho CRM evaluation( opens in brand-new tab) discovered that the platform has a high knowing curve. Nevertheless, navigating that curve might deserve it if your company requires to know how to focus on offers or wishes to utilize e-mail marketing to bring in new leads.
Another Pipedrive alternative that deserves a look is Apptivo. This platform is uncommon in that it provides just a basic set of CRM functions, then lets you tailor the software with dozens of apps. That’s a significant benefit if your business is scaling quickly, since you can quickly add features onto the software as you require them. Pipedrive Nonprofit.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. That’s barely necessary, and for the price– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better choice for the majority of growing organizations. Pipedrive Nonprofit.
Pipedrive: Last decision
Pipedrive is among the most easy to use CRM platforms we have actually checked. It’s easy to browse from the minute you first open the platform and allows you to merely drag and drop offers as they move through your sales pipeline. It’s likewise extremely customizable, providing endless offer pipelines and exceptional reporting abilities. Pipedrive Nonprofit.
While Pipedrive does a great task at assisting your group manage deals and established conferences with potential clients, we found that it’s a lot more restricted in scope and functionality than completing CRM software. Pipedrive has only the most basic email marketing tools readily available and does not provide any features for project management. In addition, lead generation functions like web forms and chatbots require a paid add-on.
Ultimately, that implies that Pipedrive can work well for businesses that are upgrading to a CRM for the very first time. It may not be the best choice for businesses that are looking for a detailed, scalable CRM service.
For that, we think Zoho CRM or Apptivo are better options. Apptivo in particular stands apart due to the fact that it costs substantially less than Pipedrive and offers much of the exact same functionality. Apptivo’s platform, which utilizes apps like building blocks, can likewise better grow with the requirements of your business. Pipedrive Nonprofit.