Pipedrive CRM review – Help Pipedrive
We review Pipedrive, an easy to use CRM that's got all the standard tools without the premium features or pricetag. Help Pipedrive.

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Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized organizations. Learn if it's the best CRM software solutions( opens in new tab) for your company in our Pipedrive CRM review. Help Pipedrive.

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Pipedrive CRM evaluation: Snapshot
Pipedrive is a very easy to use CRM that's perfect for small companies relying on CRM software application for the very first time. It permits you to develop an endless variety of custom-made deal pipelines and move deals through them simply by dragging and dropping. The platform likewise offers highly customizable reports, straightforward calendar and email combinations, and automated workflows to simplify your sales procedure. Help Pipedrive.

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While Pipedrive does a terrific job with the tools it has, it's missing a lot of tools that growing organizations need. It doesn't offer project management tools and there are reasonably few email marketing tools. You likewise need to pay extra for web types and chatbots that can assist you create new leads.

In general, we enjoy the experience of using Pipedrive, but we don't think the platform stands apart in the crowded field of CRM software. For roughly half the cost, Apptivo is just as easy to use, provides just as many personalization alternatives, and consists of e-mail marketing and project management tools. Help Pipedrive.

 

Pipedrive CRM key functions
One of the very best aspects of Pipedrive is how simple it is to handle deals. The platform begins you off with a default offer pipeline that should work for a lot of companies. Alternatively, you can develop an unrestricted variety of custom-made offer pipelines, each with as numerous steps as you need. The deal pipelines are essentially kanban boards, allowing you to drag and drop deals from one stage to the next as your sales team makes progress.

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Pipedrive consists of a built-in calendar for quickly scheduling conferences 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 allows you to propose meeting times to a customer by designating specific times that you're offered. Helpfully, upcoming meetings are displayed in your offer pipelines by a series of icons.

Pipedrive deals a brand-new suite of tools called Leadbooster to help you discover new leads. This is a paid add-on to any of Pipedrive's plans that costs $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 discover prospective clients from a database of more than 400 million online profiles. Help Pipedrive.

The reporting interface in Pipedrive is another highlight of this platform. You can produce an endless number of custom-made reporting dashboards and lots of custom-made reports. All information can be exported to Excel with a click if you desire much more analytical power.

Pipedrive supports automated workflows to assist your sales team stay on top deals. The software includes more than 30 workflow templates that can instantly move deals through your pipeline, schedule meetings, or activate e-mails. You can also develop your own workflows utilizing an uncomplicated visual editing user interface. Help Pipedrive.

 

Pipedrive CRM: What's new?
Pipedrive has been hectic making updates to its platform since we last evaluated this CRM. It recently added combinations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Help Pipedrive.

Pipedrive also included two-factor authentication and gave users the capability to group customized reports within the reporting dashboard.

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Pipedrive CRM: Pricing

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Pipedrive offers four rates strategies: Essential, Advanced, Expert, and Enterprise. All strategies include unrestricted deal pipelines, contacts and adjustable reports.

Pipedrive CRM Important Plan

The Important plan has only limited activity management features and doesn't include workflow automation.

Pipedrive CRM Advanced Plan

The Advanced plan adds automation, but does not have integration with cloud storage platforms like Google Drive.

Pipedrive CRM Professional Plan

The Professional strategy allows you to arrange your sales staff members into teams, offers more comprehensive reporting alternatives, and provides custom report fields.

Pipedrive CRM Business Plan

The Enterprise plan includes phone assistance (in addition to live chat, offered on all strategies) and security informs.

Plans can be paid monthly, or every year for a discount. You can try Pipedrive for free for 2 week before purchasing a plan.

 

Testing Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and how much freedom the custom pipelines and dashboards afford. Help Pipedrive.

Pipedrive CRM: Including deals
We started working in Pipedrive by creating a set of deals. The process was extremely basic, because you can include deals right from inside your offer pipeline instead of needing to first browse to the relevant contact.

A pop-up let us include details about the contact behind the deal, the deal's anticipated value, which pipeline to add it to, and what stage to put it in. Even much better, Pipedrive offered the choice of adding custom-made fields to the offer information, which would be excellent for scoring leads and assigning priority to deals. Help Pipedrive.

 

Setting up an entirely new deal pipeline was just as easy. You can add as lots of phases as you desire, and Pipedrive allows you to designate a probability to each phase to indicate the possibility of a deal in the stage closing. (Pipedrive doesn't utilize past data to immediately compute these possibilities.).

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Pipedrive CRM: Generating customized reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default control panel and 11 premade reports, which on their own will provide a lot of info for numerous small businesses. Reports in the control panel can be reorganized just by dragging and dropping and filtered by date range or a set of employees.

Producing a new report just took a few clicks. Pipedrive offers a set of filters that you can combine with rational operators to develop a highly particular dataset, which you can then outline onto several various chart types. Below the charts, you'll find a summary table with all of the relevant data and an option to export a CSV for further analysis.

All customized reports can be conserved and grouped into folders for fast access later. Help Pipedrive.

 

 

Alternatives to Pipedrive CRM

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Pipedrive stand apart for being very easy to use. However, for the price, it lacks some advanced features that we've seen in equivalent CRM software application. Help Pipedrive.

Among the most significant rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just slightly more than Pipedrive. Zoho CRM uses unrestricted pipelines and dashboards just like Pipedrive, however it also provides endless workflow automations with its entry-level plan. It also offers email marketing– a vital function of a detailed CRM– as a basic function.

The downside to Zoho CRM is that its feature-rich interface isn't easy to use, especially if you're diving into CRM software for the first time. Our Zoho CRM evaluation( opens in brand-new tab) discovered that the platform has a high learning curve. Navigating that curve may be worth it if your organization needs to know how to prioritize offers or wants to use e-mail marketing to bring in new leads.

Another Pipedrive option that deserves a look is Apptivo. This platform is uncommon in that it provides only a standard set of CRM functions, then lets you tailor the software application with lots of apps. That's a major advantage if your organization is scaling quickly, because you can easily add functions onto the software as you need them. Help Pipedrive.

The only thing missing in Apptivo is the ability to drag and drop deals through your pipeline. That's hardly vital, and for the cost– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a much better choice for a lot of growing organizations. Help Pipedrive.

 

Pipedrive: Final decision
Pipedrive is one of the most user-friendly CRM platforms we've checked. It's simple to browse from the moment you first open the platform and permits you to just drag and drop deals as they move through your sales pipeline. It's also highly adjustable, offering unlimited deal pipelines and exceptional reporting abilities. Help Pipedrive.

While Pipedrive does a terrific task at helping your team manage deals and established conferences with prospective clients, we discovered that it's a lot more limited in scope and performance than completing CRM software. Pipedrive has just one of the most fundamental email marketing tools readily available and doesn't offer any features for job management. In addition, lead generation functions like web forms and chatbots need a paid add-on.

Eventually, that indicates that Pipedrive can work well for services that are updating to a CRM for the first time. However, it might not be the best alternative for organizations that are looking for a comprehensive, scalable CRM solution.

For that, we believe Zoho CRM or Apptivo are better options. Apptivo in particular stands out since it costs significantly less than Pipedrive and offers much of the same performance. Apptivo's platform, which uses apps like foundation, can likewise better grow with the needs of your service. Help Pipedrive.

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