Pipedrive CRM review – Pipedrive Case Studies
We review Pipedrive, an easy to use CRM that's got all the standard tools without the premium functions or pricetag. Pipedrive Case Studies.
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 solutions( opens in new tab) for your company in our Pipedrive CRM evaluation. Pipedrive Case Studies.
Pipedrive Case Studies
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely user-friendly CRM that's ideal for small companies turning to CRM software application for the first time. It enables you to develop an unlimited number of customized deal pipelines and move offers through them simply by dragging and dropping. The platform also uses highly customizable reports, straightforward calendar and email integrations, and automated workflows to simplify your sales process. Pipedrive Case Studies.
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While Pipedrive does an excellent task with the tools it has, it's missing out on a lot of tools that growing organizations require. It doesn't provide task management tools and there are relatively few e-mail marketing tools. You likewise have to pay extra for web types and chatbots that can assist you create new leads.
In general, we delight in the experience of using Pipedrive, but we don't think the platform stands out in the crowded field of CRM software. For roughly half the rate, Apptivo is just as easy to use, provides just as lots of modification choices, and includes email marketing and job management tools. Pipedrive Case Studies.
Pipedrive CRM essential functions
Among the very best things about Pipedrive is how simple it is to manage offers. The platform begins you off with a default offer pipeline that must work for many organizations. You can develop an endless number of custom offer pipelines, each with as numerous actions as you need. The offer pipelines are essentially kanban boards, permitting you to drag and drop deals from one stage to the next as your sales team makes progress.
Pipedrive Case Studies
Pipedrive consists of an integrated calendar for easily setting up meetings and jobs. If you use Outlook or Google Calendar, you can establish automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose conference times to a client by designating specific times that you're readily available. Helpfully, upcoming conferences are displayed in your offer pipelines by a series of icons.
Pipedrive offers a brand-new suite of tools called Leadbooster to help you find new leads. This is a paid add-on to any of Pipedrive's strategies that expenses $39 monthly. It includes easy 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 help you find prospective clients from a database of more than 400 million online profiles. Pipedrive Case Studies.
The reporting interface in Pipedrive is another highlight of this platform. You can produce an endless variety of customized reporting control panels and lots of custom-made reports. All data 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 leading offers. The software features more than 30 workflow design templates that can immediately move offers through your pipeline, schedule conferences, or set off emails. You can also create your own workflows utilizing a simple visual editing user interface. Pipedrive Case Studies.
Pipedrive CRM: What's brand-new?
Pipedrive has actually been hectic making updates to its platform since we last examined this CRM. It just recently included combinations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Case Studies.
Pipedrive likewise included two-factor authentication and provided users the capability to group customized reports within the reporting dashboard.
Pipedrive Case Studies
Pipedrive CRM: Rates
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Pipedrive offers four pricing strategies: Important, Advanced, Professional, and Business. All strategies include endless offer pipelines, contacts and customizable reports.
Pipedrive CRM Vital Strategy
The Essential strategy has only restricted activity management features and doesn't consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy adds automation, but does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Strategy
The Professional plan allows you to arrange your sales employees into teams, provides more in-depth reporting options, and offers customized report fields.
Pipedrive CRM Business Plan
The Business strategy features phone assistance (in addition to live chat, available on all plans) and security notifies.
Strategies can be paid monthly, or every year for a discount. You can experiment with Pipedrive for free for 14 days prior to buying a plan.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to utilize and how much freedom the customized pipelines and dashboards pay for. Pipedrive Case Studies.
Pipedrive CRM: Adding offers
We started operating in Pipedrive by developing a set of deals. The process was incredibly simple, given that you can include deals right from inside your offer pipeline instead of needing to first browse to the pertinent contact.
A pop-up let us add details about the contact behind the deal, the deal's anticipated worth, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive provided the choice of adding custom fields to the offer details, which would be excellent for scoring leads and designating concern to offers. Pipedrive Case Studies.
Setting up a completely new deal pipeline was just as simple. You can include as numerous phases as you want, and Pipedrive enables you to assign a likelihood to each phase to show the possibility of a deal in the stage closing. (Pipedrive doesn't utilize previous information to instantly compute these possibilities.).
Pipedrive Case Studies
Pipedrive CRM: Generating custom-made reports
Navigating the reporting module within Pipedrive was just as simple. The platform consists of a default dashboard and 11 premade reports, which by themselves will provide a lot of info for numerous 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.
Developing a brand-new report only took a couple of clicks. Pipedrive offers a set of filters that you can combine with rational operators to produce an extremely specific dataset, which you can then plot onto a number of different chart types. Listed below the charts, you'll find 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 conserved and organized into folders for fast access later on. Pipedrive Case Studies.
Alternatives to Pipedrive CRM
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Pipedrive stands out for being incredibly easy to use. For the price, it lacks some advanced features that we have actually seen in similar CRM software. Pipedrive Case Studies.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just a little more than Pipedrive. Zoho CRM offers limitless pipelines and control panels just like Pipedrive, however it also offers endless workflow automations with its entry-level plan. It also uses email marketing– a critical function of a comprehensive CRM– as a standard feature.
The disadvantage to Zoho CRM is that its feature-rich user interface isn't easy to use, specifically if you're diving into CRM software for the very first time. Our Zoho CRM review( opens in new tab) discovered that the platform has a high learning curve. Navigating that curve may be worth it if your service requires to understand how to focus on deals or wants to utilize e-mail marketing to bring in brand-new leads.
Another Pipedrive alternative that deserves a look is Apptivo. This platform is unusual because it provides only a standard set of CRM functions, then lets you personalize the software with dozens of apps. That's a major advantage if your business is scaling rapidly, considering that you can easily include functions onto the software as you require them. Pipedrive Case Studies.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. However that's hardly important, and for the rate– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a better choice for many growing services. Pipedrive Case Studies.
Pipedrive: Last verdict
Pipedrive is among the most easy to use CRM platforms we've tested. It's simple to navigate from the moment you initially open the platform and enables you to just drag and drop deals as they move through your sales pipeline. It's likewise highly adjustable, using unrestricted deal pipelines and excellent reporting abilities. Pipedrive Case Studies.
While Pipedrive does a great task at assisting your group manage offers and established conferences with prospective clients, we found that it's much more limited in scope and performance than competing CRM software. Pipedrive has only one of the most basic email marketing tools offered and does not offer any functions for job management. In addition, list building features like web kinds and chatbots need a paid add-on.
Ultimately, that suggests that Pipedrive can work well for services that are upgrading to a CRM for the first time. Nevertheless, it might not be the very best option for companies that are searching for an extensive, scalable CRM service.
For that, we think Zoho CRM or Apptivo are better choices. Apptivo in particular stands apart because it costs considerably less than Pipedrive and uses much of the same functionality. Apptivo's platform, which utilizes apps like building blocks, can also much better grow with the requirements of your business. Pipedrive Case Studies.
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