Pipedrive CRM review – Pipedrive For Real Estate Agents
We evaluate Pipedrive, an easy to use CRM that's got all the basic tools without the premium features or pricetag. Pipedrive For Real Estate Agents.
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 very best CRM software application services( opens in new tab) for your company in our Pipedrive CRM review. Pipedrive For Real Estate Agents.
Pipedrive For Real Estate Agents
Pipedrive CRM review: Snapshot
Pipedrive is an incredibly easy to use CRM that's ideal for small businesses relying on CRM software application for the very first time. It permits you to develop an unlimited variety of custom deal pipelines and move deals through them simply by dragging and dropping. The platform also uses extremely customizable reports, uncomplicated calendar and e-mail integrations, and automated workflows to simplify your sales procedure. Pipedrive For Real Estate Agents.
While Pipedrive does a great task with the tools it has, it's missing a lot of tools that growing services require. It doesn't use job management tools and there are reasonably few e-mail marketing tools. You likewise need to pay extra for web kinds and chatbots that can help you create brand-new leads.
In general, we take pleasure in the experience of using Pipedrive, however we do not believe the platform stands out in the crowded field of CRM software application. For roughly half the price, Apptivo is just as easy to use, offers just as lots of customization choices, and consists of email marketing and task management tools. Pipedrive For Real Estate Agents.
Pipedrive CRM crucial functions
One of the best things about Pipedrive is how easy it is to handle deals. The platform starts you off with a default deal pipeline that ought to work for a lot of organizations. You can produce a limitless number of customized deal pipelines, each with as numerous actions as you require. The deal pipelines are basically kanban boards, enabling you to drag and drop deals from one phase to the next as your sales group makes progress.
Pipedrive For Real Estate Agents
Pipedrive includes a built-in calendar for quickly setting up meetings and tasks. If you utilize Outlook or Google Calendar, you can set up automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline allows you to propose conference times to a client by designating specific times that you're available. Helpfully, upcoming conferences are shown in your deal pipelines by a series of icons.
Pipedrive offers a new suite of tools called Leadbooster to help you discover brand-new leads. This is a paid add-on to any of Pipedrive's strategies that expenses $39 per month. 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 likewise features a web scraping tool that can assist you find potential clients from a database of more than 400 million online profiles. Pipedrive For Real Estate Agents.
The reporting user interface in Pipedrive is another highlight of this platform. You can produce a limitless variety of customized reporting control panels and lots of customized reports. All information can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to help your sales team stay on top deals. The software features more than 30 workflow design templates that can instantly move deals through your pipeline, schedule meetings, or set off emails. You can likewise develop your own workflows utilizing an uncomplicated visual editing user interface. Pipedrive For Real Estate Agents.
Pipedrive CRM: What's brand-new?
Pipedrive has actually been busy making updates to its platform since we last reviewed this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive For Real Estate Agents.
Pipedrive also included two-factor authentication and gave users the capability to group custom reports within the reporting control panel.
Pipedrive For Real Estate Agents
Pipedrive CRM: Pricing
Pipedrive deals 4 rates plans: Vital, Advanced, Specialist, and Enterprise. All strategies include unrestricted offer pipelines, contacts and customizable reports.
Pipedrive CRM Vital Plan
The Necessary strategy has only minimal activity management functions and does not consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan adds automation, however does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Specialist plan allows you to organize your sales employees into groups, provides more detailed reporting options, and provides customized report fields.
Pipedrive CRM Business Strategy
The Business strategy includes phone assistance (in addition to live chat, offered on all plans) and security notifies.
Plans can be paid monthly, or every year for a discount. You can check out Pipedrive totally free for 2 week before purchasing a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to use and how much leeway the custom pipelines and dashboards pay for. Pipedrive For Real Estate Agents.
Pipedrive CRM: Including offers
We started operating in Pipedrive by developing a set of deals. The procedure was incredibly easy, considering that you can add offers right from inside your deal pipeline instead of needing to first navigate to the pertinent contact.
A pop-up let us include details about the contact behind the offer, the offer's expected worth, which pipeline to add it to, and what stage to put it in. Even much better, Pipedrive provided the option of adding custom-made fields to the deal information, which would be excellent for scoring leads and designating priority to offers. Pipedrive For Real Estate Agents.
Setting up a completely new deal pipeline was just as simple. You can include as many stages as you desire, and Pipedrive enables you to appoint a possibility to each phase to indicate the probability of a handle the stage closing. (Pipedrive doesn't use past information to immediately compute these possibilities.).
Pipedrive For Real Estate Agents
Pipedrive CRM: Generating custom-made reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform includes a default dashboard and 11 premade reports, which on their own will use lots of info for many small companies. Reports in the dashboard can be rearranged simply by dragging and dropping and filtered by date variety or a set of staff members.
Creating a brand-new report only took a couple of clicks. Pipedrive deals a set of filters that you can integrate with logical operators to develop an extremely specific 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 information and an option to export a CSV for more analysis.
All custom reports can be saved and grouped into folders for fast access later. Pipedrive For Real Estate Agents.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being extremely easy to use. For the cost, it lacks some innovative features that we have actually seen in similar CRM software application. Pipedrive For Real Estate Agents.
One of the most noteworthy rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just a little more than Pipedrive. Zoho CRM provides unrestricted pipelines and dashboards much like Pipedrive, however it likewise provides unlimited workflow automations with its entry-level strategy. It likewise offers email marketing– a vital function of a thorough CRM– as a standard feature.
The downside to Zoho CRM is that its feature-rich user interface isn't easy to use, especially if you're diving into CRM software for the very first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a steep learning curve. Navigating that curve might be worth it if your company needs to know how to prioritize deals or desires to use email marketing to bring in brand-new leads.
Another Pipedrive option that deserves an appearance is Apptivo. This platform is unusual because it supplies just a basic set of CRM functions, then lets you tailor the software application with dozens of apps. That's a significant advantage if your organization is scaling quickly, because you can easily add functions onto the software as you require them. Pipedrive For Real Estate Agents.
The only thing missing out on in Apptivo is the ability to drag and drop offers through your pipeline. That's hardly necessary, and for the price– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we think it's a better option for most growing businesses. Pipedrive For Real Estate Agents.
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 initially open the platform and allows you to just drag and drop offers as they move through your sales pipeline. It's also highly customizable, offering endless deal pipelines and outstanding reporting capabilities. Pipedrive For Real Estate Agents.
While Pipedrive does an excellent job at assisting your team handle offers and set up conferences with potential customers, we discovered that it's a lot more minimal in scope and functionality than completing CRM software application. Pipedrive has just the most fundamental e-mail marketing tools available and doesn't use any functions for project management. In addition, list building functions like web kinds and chatbots need a paid add-on.
Eventually, that implies that Pipedrive can work well for services that are upgrading to a CRM for the first time. It may not be the finest option for businesses that are looking for a thorough, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are better alternatives. Apptivo in particular sticks out due to the fact that it costs significantly less than Pipedrive and offers much of the same functionality. Apptivo's platform, which uses apps like foundation, can also better grow with the requirements of your company. Pipedrive For Real Estate Agents.