Pipedrive CRM review – Pipedrive Smart Contact
We examine Pipedrive, an user-friendly CRM that’s got all the basic tools without the premium functions or pricetag. Pipedrive Smart Contact.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized companies. Discover if it’s the best CRM software application options( opens in new tab) for your company in our Pipedrive CRM review. Pipedrive Smart Contact.
Pipedrive Smart Contact
Pipedrive CRM review: Snapshot
Pipedrive is a very easy to use CRM that’s ideal for small businesses relying on CRM software for the first time. It allows you to develop a limitless variety of custom offer pipelines and move deals through them just by dragging and dropping. The platform also offers extremely adjustable reports, uncomplicated calendar and email combinations, and automated workflows to simplify your sales process. Pipedrive Smart Contact.
While Pipedrive does a great job with the tools it has, it’s missing a lot of tools that growing organizations need. It does not use project management tools and there are reasonably couple of e-mail marketing tools. You also have to pay extra for web forms and chatbots that can assist you create new leads.
In general, we take pleasure in the experience of using Pipedrive, but we do not believe the platform stands out in the congested field of CRM software application. For roughly half the rate, Apptivo is just as easy to use, offers just as many modification alternatives, and includes email marketing and project management tools. Pipedrive Smart Contact.
Pipedrive CRM essential features
Among the very best aspects of Pipedrive is how easy it is to handle offers. The platform starts you off with a default offer pipeline that must work for a lot of services. You can produce a limitless number of custom offer pipelines, each with as numerous actions as you need. The deal pipelines are basically kanban boards, permitting you to drag and drop deals from one stage to the next as your sales group makes progress.
Pipedrive Smart Contact
Pipedrive includes an integrated calendar for easily setting up 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 conference times to a client by designating particular times that you’re readily 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 discover brand-new leads. This is a paid add-on to any of Pipedrive’s plans that expenses $39 monthly. It includes simple web forms that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster likewise includes a web scraping tool that can help you find potential customers from a database of more than 400 million online profiles. Pipedrive Smart Contact.
The reporting user interface in Pipedrive is another emphasize of this platform. You can produce an endless variety of custom-made reporting control panels and lots of custom reports. All information can be exported to Excel with a click if you want much more analytical power.
Pipedrive supports automated workflows to help your sales team remain on top deals. The software application includes more than 30 workflow templates that can automatically move offers through your pipeline, schedule conferences, or set off emails. You can likewise develop your own workflows utilizing a straightforward visual modifying interface. Pipedrive Smart Contact.
Pipedrive CRM: What’s brand-new?
Pipedrive has actually been hectic making updates to its platform since we last evaluated this CRM. It recently included integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Smart Contact.
Pipedrive likewise included two-factor authentication and offered users the ability to group custom-made reports within the reporting control panel.
Pipedrive Smart Contact
Pipedrive CRM: Prices
Pipedrive deals 4 rates plans: Necessary, Advanced, Specialist, and Enterprise. All plans include endless offer pipelines, contacts and customizable reports.
Pipedrive CRM Vital Plan
The Essential plan has just minimal activity management features and doesn’t include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy includes automation, but lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Professional plan enables you to organize your sales workers into groups, offers more detailed reporting choices, and offers custom-made report fields.
Pipedrive CRM Business Plan
The Enterprise plan includes phone support (in addition to live chat, offered on all strategies) and security alerts.
Plans can be paid monthly, or every year for a discount rate. You can check out Pipedrive for free for 2 week before purchasing a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to utilize and just how much freedom the custom-made pipelines and control panels afford. Pipedrive Smart Contact.
Pipedrive CRM: Adding deals
We started working in Pipedrive by producing a set of deals. The process was exceptionally simple, considering that you can add offers right from inside your deal pipeline instead of needing to very first navigate to the appropriate contact.
A pop-up let us add information about the contact behind the deal, the deal’s expected worth, which pipeline to add it to, and what stage to put it in. Even better, Pipedrive provided the alternative of including custom fields to the offer details, which would be great for scoring leads and designating top priority to deals. Pipedrive Smart Contact.
Setting up a completely new deal pipeline was just as easy. You can include as lots of stages as you want, and Pipedrive enables you to assign a probability to each phase to show the likelihood of a deal in the stage closing. (Pipedrive does not utilize past data to automatically determine these possibilities.).
Pipedrive Smart Contact
Pipedrive CRM: Getting customized reports
Browsing the reporting module within Pipedrive was just as simple. The platform consists of a default control panel and 11 premade reports, which on their own will provide a lot of information for lots of small companies. Reports in the dashboard can be reorganized just by dragging and dropping and filtered by date variety or a set of staff members.
Developing a brand-new report only took a couple of clicks. Pipedrive offers a set of filters that you can combine with logical operators to create an extremely particular dataset, which you can then plot onto numerous various chart types. Listed below the charts, you’ll discover a summary table with all of the pertinent information and an alternative to export a CSV for further analysis.
All custom reports can be conserved and grouped into folders for quick access later. Pipedrive Smart Contact.
Alternatives to Pipedrive CRM
Pipedrive stick out for being incredibly easy to use. Nevertheless, for the price, it lacks some sophisticated features that we have actually seen in equivalent CRM software application. Pipedrive Smart Contact.
Among the most notable competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just somewhat more than Pipedrive. Zoho CRM offers limitless pipelines and dashboards much like Pipedrive, however it likewise uses unrestricted workflow automations with its entry-level plan. It likewise offers e-mail marketing– an important function of an extensive CRM– as a standard feature.
The disadvantage to Zoho CRM is that its feature-rich user interface isn’t easy to use, particularly if you’re diving into CRM software application for the first time. Our Zoho CRM review( opens in brand-new tab) found that the platform has a steep learning curve. Browsing that curve might be worth it if your business requires to know how to prioritize offers or wants to use e-mail marketing to bring in brand-new leads.
Another Pipedrive option that’s worth a look is Apptivo. This platform is unusual in that it offers only a standard set of CRM functions, then lets you customize the software application with dozens of apps. That’s a significant benefit if your service is scaling quickly, considering that you can quickly include features onto the software as you require them. Pipedrive Smart Contact.
The only thing missing in Apptivo is the capability to drag and drop deals through your pipeline. But that’s hardly essential, and for the cost– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a much better option for the majority of growing services. Pipedrive Smart Contact.
Pipedrive: Last verdict
Pipedrive is one of the most user-friendly CRM platforms we’ve checked. It’s easy to browse from the minute you first open the platform and enables you to merely drag and drop deals as they move through your sales pipeline. It’s likewise highly personalized, providing endless deal pipelines and outstanding reporting abilities. Pipedrive Smart Contact.
While Pipedrive does a fantastic job at assisting your team handle deals and set up meetings with prospective clients, we found that it’s a lot more restricted in scope and performance than contending CRM software application. Pipedrive has only the most basic email marketing tools offered and does not provide any features for task management. In addition, list building features like web types and chatbots require a paid add-on.
Ultimately, that indicates that Pipedrive can work well for companies that are updating to a CRM for the first time. It may not be the finest alternative for businesses that are looking for a thorough, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are much better alternatives. Apptivo in particular sticks out since it costs considerably less than Pipedrive and uses much of the same performance. Apptivo’s platform, which uses apps like building blocks, can likewise better grow with the needs of your business. Pipedrive Smart Contact.