Pipedrive CRM evaluation – Pipedrive Exchange Integration
We review Pipedrive, an user-friendly CRM that's got all the fundamental tools without the premium features or pricetag. Pipedrive Exchange Integration.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized businesses. Find out if it's the best CRM software application options( opens in new tab) for your company in our Pipedrive CRM review. Pipedrive Exchange Integration.
Pipedrive Exchange Integration
Pipedrive CRM review: Snapshot
Pipedrive is an extremely user-friendly CRM that's ideal for small businesses turning to CRM software for the very first time. It allows you to construct a limitless variety of custom deal pipelines and move offers through them just by dragging and dropping. The platform likewise offers extremely customizable reports, uncomplicated calendar and e-mail integrations, and automated workflows to simplify your sales procedure. Pipedrive Exchange Integration.
–>> Start your FREE Trial here <<–
While Pipedrive does an excellent job with the tools it has, it's missing out on a great deal of tools that growing companies need. It doesn't use job management tools and there are reasonably few email marketing tools. You likewise need to pay additional for web forms and chatbots that can assist you generate brand-new leads.
In general, we take pleasure in the experience of using Pipedrive, however we do not believe the platform stands apart in the crowded field of CRM software. For approximately half the cost, Apptivo is just as easy to use, uses just as numerous customization choices, and consists of email marketing and project management tools. Pipedrive Exchange Integration.
Pipedrive CRM key features
Among the very best aspects of Pipedrive is how easy it is to handle offers. The platform starts you off with a default deal pipeline that ought to work for most companies. You can create an endless number of custom-made offer pipelines, each with as lots of 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 Exchange Integration
Pipedrive consists of a built-in calendar for quickly arranging meetings and jobs. 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 customer by designating specific times that you're available. Helpfully, upcoming conferences are shown in your offer pipelines by a series of icons.
Pipedrive deals a brand-new suite of tools called Leadbooster to help you find brand-new leads. This is a paid add-on to any of Pipedrive's strategies that costs $39 monthly. It consists of simple web types that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can assist you discover possible customers from a database of more than 400 million online profiles. Pipedrive Exchange Integration.
The reporting user interface in Pipedrive is another highlight of this platform. You can produce an unlimited variety of custom reporting control panels and dozens 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 top deals. The software application features more than 30 workflow templates that can immediately move deals through your pipeline, schedule meetings, or set off e-mails. You can also produce your own workflows utilizing an uncomplicated visual modifying user interface. Pipedrive Exchange Integration.
Pipedrive CRM: What's brand-new?
Pipedrive has been hectic making updates to its platform given that we last evaluated this CRM. It just recently added combinations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Exchange Integration.
Pipedrive likewise added two-factor authentication and provided users the capability to group custom-made reports within the reporting dashboard.
Pipedrive Exchange Integration
Pipedrive CRM: Prices
–>> Start your FREE Trial here <<–
Pipedrive offers 4 prices plans: Important, Advanced, Professional, and Enterprise. All strategies consist of unrestricted offer pipelines, contacts and adjustable reports.
Pipedrive CRM Vital Plan
The Important plan has just restricted activity management features and doesn't consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, however lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Professional strategy allows you to arrange your sales workers into teams, offers more detailed reporting options, and provides customized report fields.
Pipedrive CRM Enterprise Strategy
The Business plan includes phone support (in addition to live chat, readily available on all plans) and security alerts.
Plans can be paid monthly, or every year for a discount. You can try out Pipedrive totally free for 2 week prior to purchasing a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to utilize and how much leeway the customized pipelines and control panels manage. Pipedrive Exchange Integration.
Pipedrive CRM: Including offers
We began operating in Pipedrive by creating a set of offers. The process was incredibly basic, given that you can include offers right from inside your offer pipeline instead of needing to first browse to the appropriate contact.
A pop-up let us include information about the contact behind the offer, the deal's anticipated value, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive used the alternative of adding custom fields to the deal information, which would be terrific for scoring leads and designating concern to offers. Pipedrive Exchange Integration.
Setting up a totally new deal pipeline was just as easy. You can add as numerous phases as you want, and Pipedrive enables you to assign a likelihood to each phase to suggest the possibility of a deal in the stage closing. (Pipedrive doesn't use previous information to immediately determine these likelihoods.).
Pipedrive Exchange Integration
Pipedrive CRM: Getting custom-made reports
Navigating the reporting module within Pipedrive was just as simple. The platform includes a default dashboard and 11 premade reports, which by themselves will provide a lot of details for lots of small companies. Reports in the dashboard can be rearranged simply by dragging and dropping and filtered by date variety or a set of workers.
Producing a new report only took a few clicks. Pipedrive offers a set of filters that you can combine with sensible operators to develop a highly particular dataset, which you can then outline 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-made reports can be conserved and organized into folders for fast gain access to later. Pipedrive Exchange Integration.
Alternatives to Pipedrive CRM
–>> Start your FREE Trial here <<–
Pipedrive stand apart for being incredibly easy to use. For the price, it does not have some advanced features that we've seen in comparable CRM software. Pipedrive Exchange Integration.
One of the most significant rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just slightly more than Pipedrive. Zoho CRM offers unrestricted pipelines and dashboards similar to Pipedrive, however it also offers unrestricted workflow automations with its entry-level strategy. It also offers email marketing– a critical function of a thorough CRM– as a standard function.
The drawback 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 very first time. Our Zoho CRM evaluation( opens in brand-new tab) discovered that the platform has a high learning curve. However, browsing that curve may deserve it if your company requires to know how to prioritize deals or wishes to use e-mail marketing to generate new leads.
Another Pipedrive alternative that's worth a look is Apptivo. This platform is unusual because it offers just a basic set of CRM functions, then lets you tailor the software with dozens of apps. That's a significant advantage if your business is scaling quickly, considering that you can easily include features onto the software application as you need them. Pipedrive Exchange Integration.
The only thing missing in Apptivo is the capability to drag and drop offers through your pipeline. That's barely essential, and for the rate– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a better choice for the majority of growing services. Pipedrive Exchange Integration.
Pipedrive: Last verdict
Pipedrive is among the most easy to use CRM platforms we've evaluated. It's easy to navigate from the minute you first open the platform and allows you to simply drag and drop offers as they move through your sales pipeline. It's also extremely personalized, offering unlimited deal pipelines and outstanding reporting capabilities. Pipedrive Exchange Integration.
While Pipedrive does a terrific task at assisting your team handle offers and set up meetings with potential customers, we discovered that it's far more minimal in scope and performance than competing CRM software application. Pipedrive has just one of the most standard email marketing tools available and does not use any functions for project management. In addition, list building functions like web types and chatbots require a paid add-on.
Eventually, that indicates that Pipedrive can work well for organizations that are updating to a CRM for the very first time. However, it might not be the very best choice for organizations that are searching for a detailed, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are much better alternatives. Apptivo in particular stands out because it costs substantially less than Pipedrive and uses much of the exact same performance. Apptivo's platform, which utilizes apps like building blocks, can likewise much better grow with the requirements of your business. Pipedrive Exchange Integration.
–>> Start your FREE Trial here <<–