Pipedrive CRM review – Pipedrive User Guide
We review Pipedrive, an easy to use CRM that’s got all the standard tools without the premium features or pricetag. Pipedrive User Guide.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized organizations. Find out if it’s the best CRM software application services( opens in brand-new tab) for your business in our Pipedrive CRM review. Pipedrive User Guide.
Pipedrive User Guide
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally easy to use CRM that’s perfect for small businesses relying on CRM software application for the first time. It permits you to develop an endless variety of customized offer pipelines and move deals through them simply by dragging and dropping. The platform likewise provides extremely adjustable reports, simple calendar and email integrations, and automated workflows to streamline your sales process. Pipedrive User Guide.
While Pipedrive does a terrific task with the tools it has, it’s missing out on a lot of tools that growing companies need. It does not provide project management tools and there are fairly couple of e-mail marketing tools. You also have to pay extra for web forms and chatbots that can assist you create new leads.
Overall, we take pleasure in the experience of using Pipedrive, but we do not believe the platform stands apart in the crowded field of CRM software. For roughly half the price, Apptivo is just as easy to use, offers just as lots of modification options, and includes email marketing and project management tools. Pipedrive User Guide.
Pipedrive CRM essential functions
Among the best things about Pipedrive is how easy it is to manage deals. The platform starts you off with a default deal pipeline that should work for the majority of businesses. You can produce an unlimited number of customized offer pipelines, each with as numerous steps as you need. The deal pipelines are essentially kanban boards, permitting you to drag and drop offers from one stage to the next as your sales team makes progress.
Pipedrive User Guide
Pipedrive includes an integrated calendar for easily scheduling meetings and jobs. If you use Outlook or Google Calendar, you can set up automatic 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 offered. Helpfully, upcoming conferences are displayed in your deal pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to assist you discover new leads. This is a paid add-on to any of Pipedrive’s strategies that costs $39 monthly. It consists of basic web forms that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can assist you discover potential customers from a database of more than 400 million online profiles. Pipedrive User Guide.
The reporting interface in Pipedrive is another highlight of this platform. You can produce an unlimited variety of custom reporting dashboards and lots of customized reports. All data 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 leading offers. The software features more than 30 workflow design templates that can instantly move offers through your pipeline, schedule meetings, or set off e-mails. You can also produce your own workflows using an uncomplicated visual editing user interface. Pipedrive User Guide.
Pipedrive CRM: What’s new?
Pipedrive has actually been busy making updates to its platform because we last reviewed this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive User Guide.
Pipedrive likewise included two-factor authentication and gave users the capability to group custom-made reports within the reporting dashboard.
Pipedrive User Guide
Pipedrive CRM: Pricing
Pipedrive offers 4 pricing strategies: Important, Advanced, Expert, and Enterprise. All strategies include unrestricted offer pipelines, contacts and customizable reports.
Pipedrive CRM Important Plan
The Essential plan has only minimal activity management functions and does not include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, however lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Professional plan allows you to organize your sales employees into teams, provides more in-depth reporting alternatives, and offers custom-made report fields.
Pipedrive CRM Enterprise Strategy
The Enterprise plan includes phone support (in addition to live chat, readily available on all plans) and security alerts.
Plans can be paid monthly, or yearly for a discount rate. You can experiment with Pipedrive totally free for 14 days before buying a strategy.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to use and how much leeway the customized pipelines and control panels pay for. Pipedrive User Guide.
Pipedrive CRM: Including offers
We started operating in Pipedrive by creating a set of deals. The procedure was incredibly basic, given that you can include deals right from inside your offer pipeline instead of needing to first navigate to the appropriate contact.
A pop-up let us add details about the contact behind the deal, the offer’s anticipated worth, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive used the option of including custom fields to the deal information, which would be fantastic for scoring leads and assigning top priority to deals. Pipedrive User Guide.
Establishing a totally new deal pipeline was just as easy. You can add as lots of stages as you want, and Pipedrive allows you to appoint a possibility to each stage to indicate the possibility of a handle the stage closing. (Pipedrive doesn’t use past information to immediately determine these likelihoods.).
Pipedrive User Guide
Pipedrive CRM: Generating custom-made 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 control panel can be rearranged just by dragging and dropping and filtered by date variety or a set of staff members.
Creating a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can integrate with logical operators to develop a highly specific dataset, which you can then plot onto numerous different chart types. Listed below the charts, you’ll discover a summary table with all of the appropriate information and a choice to export a CSV for more analysis.
All custom-made reports can be saved and grouped into folders for fast gain access to later on. Pipedrive User Guide.
Alternatives to Pipedrive CRM
Pipedrive stick out for being incredibly easy to use. For the rate, it does not have some sophisticated features that we’ve seen in equivalent CRM software application. Pipedrive User Guide.
One of the most noteworthy competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just a little more than Pipedrive. Zoho CRM provides unlimited pipelines and dashboards similar to Pipedrive, however it likewise uses endless workflow automations with its entry-level strategy. It also offers email marketing– a critical function of a thorough CRM– as a basic function.
The downside 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 first time. Our Zoho CRM review( opens in new tab) found that the platform has a steep knowing curve. Browsing that curve may be worth it if your service requires to know how to focus on deals or desires to utilize email marketing to bring in brand-new leads.
Another Pipedrive alternative that deserves an appearance is Apptivo. This platform is unusual because it supplies only a fundamental set of CRM functions, then lets you tailor the software with lots of apps. That’s a significant advantage if your organization is scaling rapidly, considering that you can quickly include features onto the software application as you need them. Pipedrive User Guide.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. But that’s barely essential, and for the cost– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a much better choice for many growing businesses. Pipedrive User Guide.
Pipedrive: Last verdict
Pipedrive is among the most easy to use CRM platforms we have actually tested. It’s simple to navigate from the moment you first open the platform and permits you to simply drag and drop offers as they move through your sales pipeline. It’s also highly customizable, offering unlimited offer pipelines and exceptional reporting capabilities. Pipedrive User Guide.
While Pipedrive does a terrific job at assisting your group handle deals and set up meetings with possible customers, we discovered that it’s a lot more minimal in scope and performance than competing CRM software application. Pipedrive has just the most fundamental email marketing tools readily available and does not offer any functions for job management. In addition, list building functions like web types and chatbots need a paid add-on.
Ultimately, that indicates that Pipedrive can work well for businesses that are upgrading to a CRM for the very first time. It may not be the best option for organizations that are looking for a detailed, scalable CRM service.
For that, we think Zoho CRM or Apptivo are better options. Apptivo in particular stands out because it costs substantially less than Pipedrive and provides much of the exact same performance. Apptivo’s platform, which utilizes apps like foundation, can also much better grow with the needs of your service. Pipedrive User Guide.