Pipedrive CRM evaluation – Pipedrive Outlook Sync
We review Pipedrive, an easy to use CRM that’s got all the fundamental tools without the premium features or pricetag. Pipedrive Outlook Sync.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized organizations. Discover if it’s the very best CRM software options( opens in brand-new tab) for your business in our Pipedrive CRM review. Pipedrive Outlook Sync.
Pipedrive Outlook Sync
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally user-friendly CRM that’s perfect for small businesses relying on CRM software for the first time. It allows you to build an endless number of custom deal pipelines and move offers through them just by dragging and dropping. The platform likewise offers extremely customizable reports, straightforward calendar and e-mail combinations, and automated workflows to enhance your sales procedure. Pipedrive Outlook Sync.
While Pipedrive does a terrific job with the tools it has, it’s missing out on a lot of tools that growing businesses require. It does not use job management tools and there are fairly couple of email marketing tools. You likewise need to pay extra for web kinds and chatbots that can assist you produce brand-new leads.
Overall, we enjoy the experience of using Pipedrive, however we do not believe the platform stands apart in the congested field of CRM software. For roughly half the rate, Apptivo is just as easy to use, provides just as numerous modification alternatives, and includes email marketing and job management tools. Pipedrive Outlook Sync.
Pipedrive CRM essential functions
One of the best aspects of Pipedrive is how simple it is to handle offers. The platform begins you off with a default offer pipeline that should work for many services. Alternatively, you can produce an endless number of customized deal pipelines, each with as lots of steps as you require. The offer pipelines are essentially kanban boards, enabling you to drag and drop deals from one stage to the next as your sales team makes progress.
Pipedrive Outlook Sync
Pipedrive includes an integrated calendar for quickly scheduling meetings and tasks. If you use 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 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 assist you find new leads. This is a paid add-on to any of Pipedrive’s plans that expenses $39 each month. It consists of easy web kinds that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster likewise includes a web scraping tool that can assist you find potential clients from a database of more than 400 million online profiles. Pipedrive Outlook Sync.
The reporting interface in Pipedrive is another highlight of this platform. You can produce a limitless number of custom reporting control panels and lots of customized reports. All information can be exported to Excel with a click if you want even more analytical power.
Pipedrive supports automated workflows to assist your sales team stay on top deals. The software application features more than 30 workflow templates that can immediately move deals through your pipeline, schedule conferences, or activate e-mails. You can also develop your own workflows using an uncomplicated visual modifying interface. Pipedrive Outlook Sync.
Pipedrive CRM: What’s brand-new?
Pipedrive has actually been busy making updates to its platform since 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 Outlook Sync.
Pipedrive likewise included two-factor authentication and provided users the capability to group customized reports within the reporting dashboard.
Pipedrive Outlook Sync
Pipedrive CRM: Pricing
Pipedrive offers 4 rates strategies: Essential, Advanced, Expert, and Business. All strategies include limitless deal pipelines, contacts and adjustable reports.
Pipedrive CRM Essential Plan
The Essential strategy has just limited activity management features and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, however lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Expert strategy enables you to organize your sales employees into groups, offers more detailed reporting alternatives, and provides custom report fields.
Pipedrive CRM Enterprise Strategy
The Enterprise plan includes phone support (in addition to live chat, readily available on all strategies) and security informs.
Plans can be paid monthly, or yearly for a discount. You can try out Pipedrive free of charge for 14 days prior to buying a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and how much leeway the custom-made pipelines and control panels pay for. Pipedrive Outlook Sync.
Pipedrive CRM: Adding offers
We began working in Pipedrive by developing a set of deals. The procedure was exceptionally easy, since you can include offers right from inside your offer pipeline instead of requiring to very first browse to the appropriate contact.
A pop-up let us add details 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 much better, Pipedrive used the option of adding custom-made fields to the deal information, which would be fantastic for scoring leads and appointing priority to deals. Pipedrive Outlook Sync.
Establishing a completely new deal pipeline was just as simple. You can add as lots of phases as you desire, and Pipedrive enables you to designate a probability to each phase to suggest the probability of a deal in the stage closing. (Pipedrive does not use past information to instantly compute these likelihoods.).
Pipedrive Outlook Sync
Pipedrive CRM: Getting custom-made reports
Navigating the reporting module within Pipedrive was just as straightforward. The platform includes a default dashboard and 11 premade reports, which by themselves will use plenty of info for numerous small companies. Reports in the dashboard can be reorganized simply by dragging and dropping and filtered by date variety or a set of staff members.
Creating a brand-new report only took a couple of clicks. Pipedrive deals a set of filters that you can combine with sensible operators to develop an extremely specific dataset, which you can then outline onto several various chart types. Below the charts, you’ll discover a summary table with all of the pertinent data and a choice to export a CSV for further analysis.
All customized reports can be conserved and organized into folders for fast gain access to later on. Pipedrive Outlook Sync.
Alternatives to Pipedrive CRM
Pipedrive stands out for being very easy to use. Nevertheless, for the cost, it lacks some sophisticated features that we have actually seen in comparable CRM software. Pipedrive Outlook Sync.
Among the most significant competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just somewhat more than Pipedrive. Zoho CRM uses endless pipelines and control panels just like Pipedrive, but it also provides unrestricted workflow automations with its entry-level strategy. It also offers email marketing– a critical function of a thorough CRM– as a standard feature.
The drawback to Zoho CRM is that its feature-rich user interface isn’t easy to use, particularly if you’re diving into CRM software for the very first time. Our Zoho CRM review( opens in new tab) found that the platform has a high knowing curve. Browsing that curve may be worth it if your business requires to understand how to prioritize offers or desires to use e-mail marketing to bring in brand-new leads.
Another Pipedrive option that’s worth a look is Apptivo. This platform is uncommon in that it supplies only a basic set of CRM functions, then lets you personalize the software with dozens of apps. That’s a major benefit if your organization is scaling quickly, since you can easily add features onto the software application as you require them. Pipedrive Outlook Sync.
The only thing missing in Apptivo is the capability to drag and drop deals through your pipeline. However that’s hardly essential, and for the rate– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a much better choice for most growing organizations. Pipedrive Outlook Sync.
Pipedrive: Final decision
Pipedrive is among the most easy to use CRM platforms we’ve evaluated. It’s simple to browse from the minute you initially 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 unlimited offer pipelines and outstanding reporting capabilities. Pipedrive Outlook Sync.
While Pipedrive does an excellent task at assisting your team manage offers and set up meetings with potential customers, we found that it’s far more limited in scope and performance than completing CRM software. Pipedrive has only one of the most fundamental e-mail marketing tools available and does not provide any functions for task management. In addition, list building features like web forms and chatbots need a paid add-on.
Ultimately, that indicates that Pipedrive can work well for organizations that are upgrading to a CRM for the very first time. It may not be the best option for companies that are looking for a comprehensive, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are much better choices. Apptivo in particular sticks out due to the fact that it costs considerably less than Pipedrive and offers much of the exact same performance. Apptivo’s platform, which uses apps like foundation, can also better grow with the requirements of your company. Pipedrive Outlook Sync.