Pipedrive CRM evaluation – Pipedrive Contact Sync
We evaluate Pipedrive, an easy to use CRM that's got all the standard tools without the premium features or pricetag. Pipedrive Contact Sync.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized companies. Learn if it's the best CRM software application solutions( opens in brand-new tab) for your business in our Pipedrive CRM evaluation. Pipedrive Contact Sync.
Pipedrive Contact Sync
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely easy to use CRM that's perfect for small companies turning to CRM software application for the first time. It permits you to construct a limitless number of custom-made deal pipelines and move deals through them just by dragging and dropping. The platform likewise uses highly adjustable reports, simple calendar and email integrations, and automated workflows to streamline your sales process. Pipedrive Contact Sync.
While Pipedrive does a terrific job with the tools it has, it's missing out on a great deal of tools that growing companies need. It does not use job management tools and there are fairly few e-mail marketing tools. You also have 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 out in the congested field of CRM software. For approximately half the rate, Apptivo is just as easy to use, offers just as lots of personalization options, and includes e-mail marketing and task management tools. Pipedrive Contact Sync.
Pipedrive CRM essential features
Among the best aspects of Pipedrive is how easy it is to manage deals. The platform starts 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 steps as you require. The offer pipelines are essentially kanban boards, allowing you to drag and drop offers from one stage to the next as your sales team makes progress.
Pipedrive Contact Sync
Pipedrive includes an integrated calendar for easily setting up conferences and jobs. If you use Outlook or Google Calendar, you can establish automated two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose meeting times to a customer by designating particular times that you're offered. Helpfully, upcoming conferences are displayed in your deal pipelines by a series of icons.
Pipedrive offers a 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 simple web kinds that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster likewise comes with a web scraping tool that can help you discover potential customers from a database of more than 400 million online profiles. Pipedrive Contact Sync.
The reporting user interface in Pipedrive is another highlight of this platform. You can produce an unlimited number of custom-made reporting control panels and lots of custom-made reports. All information can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to assist your sales team remain on leading offers. The software application features more than 30 workflow design templates that can immediately move deals through your pipeline, schedule meetings, or activate emails. You can likewise create your own workflows using a simple visual modifying user interface. Pipedrive Contact Sync.
Pipedrive CRM: What's brand-new?
Pipedrive has been busy making updates to its platform considering that we last evaluated this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Contact Sync.
Pipedrive likewise included two-factor authentication and gave users the ability to group custom-made reports within the reporting dashboard.
Pipedrive Contact Sync
Pipedrive CRM: Pricing
Pipedrive deals four rates strategies: Important, Advanced, Professional, and Enterprise. All plans consist of endless offer pipelines, contacts and customizable reports.
Pipedrive CRM Necessary Plan
The Important strategy has only restricted activity management functions and does not include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, but lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Strategy
The Specialist plan allows you to organize your sales workers into teams, offers more detailed reporting options, and uses custom-made report fields.
Pipedrive CRM Enterprise Plan
The Business strategy includes phone support (in addition to live chat, readily available on all plans) and security signals.
Strategies can be paid monthly, or every year for a discount rate. You can experiment with Pipedrive free of charge for 2 week before buying a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to utilize and how much freedom the custom pipelines and control panels manage. Pipedrive Contact Sync.
Pipedrive CRM: Including deals
We started operating in Pipedrive by producing a set of offers. The process was exceptionally simple, because you can add deals right from inside your offer pipeline instead of requiring to very first browse to the appropriate 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 better, Pipedrive offered the choice of adding custom-made fields to the offer details, which would be great for scoring leads and designating concern to deals. Pipedrive Contact Sync.
Establishing an entirely new deal pipeline was just as easy. You can include as lots of phases as you want, and Pipedrive allows you to appoint a probability to each phase to show the probability of a deal in the stage closing. (Pipedrive does not utilize past information to instantly determine these probabilities.).
Pipedrive Contact Sync
Pipedrive CRM: Generating customized reports
Navigating the reporting module within Pipedrive was just as straightforward. The platform consists of a default dashboard and 11 premade reports, which by themselves will use a lot of info for lots of small companies. Reports in the control panel can be reorganized just by dragging and dropping and filtered by date range or a set of workers.
Creating a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can integrate with rational operators to produce a highly specific dataset, which you can then plot onto several different chart types. Below the charts, you'll discover a summary table with all of the relevant information and a choice to export a CSV for additional analysis.
All custom reports can be saved and grouped into folders for quick gain access to later. Pipedrive Contact Sync.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being exceptionally easy to use. For the cost, it does not have some advanced functions that we have actually seen in comparable CRM software. Pipedrive Contact Sync.
One of the most notable rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply a little more than Pipedrive. Zoho CRM provides endless pipelines and dashboards similar to Pipedrive, however it also offers unlimited workflow automations with its entry-level plan. It likewise offers e-mail marketing– a critical 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, particularly if you're diving into CRM software application for the very first time. Our Zoho CRM evaluation( opens in new tab) found that the platform has a steep knowing curve. Nevertheless, browsing that curve may deserve it if your business requires to understand how to prioritize offers or wants to use email marketing to bring in new leads.
Another Pipedrive alternative that deserves a look is Apptivo. This platform is uncommon because it offers only a fundamental set of CRM functions, then lets you personalize the software application with lots of apps. That's a significant advantage if your business is scaling quickly, since you can easily add features onto the software application as you need them. Pipedrive Contact Sync.
The only thing missing in Apptivo is the capability to drag and drop deals through your pipeline. That's barely important, and for the price– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a much better option for many growing organizations. Pipedrive Contact Sync.
Pipedrive: Final verdict
Pipedrive is one of the most user-friendly CRM platforms we've evaluated. It's simple to browse from the moment you first open the platform and permits you to merely drag and drop deals as they move through your sales pipeline. It's also highly adjustable, offering unrestricted offer pipelines and outstanding reporting capabilities. Pipedrive Contact Sync.
While Pipedrive does an excellent job at assisting your group manage deals and established conferences with possible clients, we found that it's a lot more limited in scope and functionality than competing CRM software. Pipedrive has only the most standard e-mail marketing tools readily available and doesn't provide any functions for job management. In addition, lead generation functions like web forms and chatbots need a paid add-on.
Ultimately, that implies that Pipedrive can work well for companies that are upgrading to a CRM for the first time. It may not be the best option for services that are looking for a thorough, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are much better choices. Apptivo in particular stands apart because it costs significantly less than Pipedrive and uses much of the same functionality. Apptivo's platform, which uses apps like foundation, can also better grow with the needs of your business. Pipedrive Contact Sync.