Pipedrive CRM review – Pipedrive Gmail Integrations
We evaluate Pipedrive, an easy to use CRM that's got all the fundamental tools without the premium functions or pricetag. Pipedrive Gmail Integrations.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized companies. Learn if it's the very best CRM software options( opens in new tab) for your company in our Pipedrive CRM review. Pipedrive Gmail Integrations.
Pipedrive Gmail Integrations
Pipedrive CRM review: Snapshot
Pipedrive is an incredibly user-friendly CRM that's ideal for small companies relying on CRM software application for the very first time. It permits you to build an unlimited number of customized offer pipelines and move offers through them simply by dragging and dropping. The platform also offers extremely personalized reports, straightforward calendar and e-mail integrations, and automated workflows to streamline your sales process. Pipedrive Gmail Integrations.
While Pipedrive does a great job with the tools it has, it's missing a lot of tools that growing businesses require. It does not offer project management tools and there are relatively few e-mail marketing tools. You also need to pay additional for web types and chatbots that can help you produce new leads.
Overall, we enjoy the experience of using Pipedrive, but we do not 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 numerous customization choices, and consists of e-mail marketing and project management tools. Pipedrive Gmail Integrations.
Pipedrive CRM essential features
Among the best features of Pipedrive is how simple it is to manage deals. The platform begins you off with a default deal pipeline that ought to work for most organizations. You can create an endless number of custom-made offer pipelines, each with as lots of actions as you require. The deal pipelines are essentially kanban boards, permitting you to drag and drop deals from one phase to the next as your sales team makes progress.
Pipedrive Gmail Integrations
Pipedrive includes a built-in calendar for quickly setting up conferences and jobs. If you use 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 particular 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 discover new leads. This is a paid add-on to any of Pipedrive's strategies that expenses $39 monthly. It consists of easy web forms that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster likewise includes a web scraping tool that can assist you discover potential customers from a database of more than 400 million online profiles. Pipedrive Gmail Integrations.
The reporting user interface in Pipedrive is another highlight of this platform. You can create an endless variety of customized reporting dashboards and dozens of custom reports. All information can be exported to Excel with a click if you want even more analytical power.
Pipedrive supports automated workflows to help your sales team stay on leading deals. The software comes with more than 30 workflow templates that can instantly move deals through your pipeline, schedule conferences, or activate e-mails. You can likewise produce your own workflows using an uncomplicated visual modifying user interface. Pipedrive Gmail Integrations.
Pipedrive CRM: What's brand-new?
Pipedrive has actually been busy making updates to its platform considering that 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. Pipedrive Gmail Integrations.
Pipedrive likewise included two-factor authentication and gave users the capability to group custom reports within the reporting dashboard.
Pipedrive Gmail Integrations
Pipedrive CRM: Rates
Pipedrive deals four rates strategies: Important, Advanced, Expert, and Enterprise. All strategies include unlimited deal pipelines, contacts and adjustable reports.
Pipedrive CRM Necessary Plan
The Important plan has only minimal activity management features and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan includes automation, however lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Strategy
The Expert strategy allows you to arrange your sales employees into groups, supplies more in-depth reporting choices, and uses custom report fields.
Pipedrive CRM Enterprise Strategy
The Enterprise plan features phone assistance (in addition to live chat, offered on all strategies) and security alerts.
Plans can be paid monthly, or yearly for a discount rate. You can try out Pipedrive free of charge for 14 days before purchasing a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to use and how much leeway the custom-made pipelines and dashboards pay for. Pipedrive Gmail Integrations.
Pipedrive CRM: Adding deals
We began operating in Pipedrive by developing a set of deals. The procedure was extremely easy, considering that you can add offers right from inside your deal pipeline instead of requiring to very first navigate to the relevant contact.
A pop-up let us include details about the contact behind the offer, the offer's anticipated worth, which pipeline to include it to, and what phase to put it in. Even better, Pipedrive provided the choice of adding custom fields to the deal information, which would be great for scoring leads and designating top priority to offers. Pipedrive Gmail Integrations.
Setting up an entirely new deal pipeline was just as easy. You can include as numerous stages as you desire, and Pipedrive allows you to appoint a probability to each phase to show the probability of a deal in the stage closing. (Pipedrive doesn't utilize previous information to immediately compute these likelihoods.).
Pipedrive Gmail Integrations
Pipedrive CRM: Generating customized reports
Navigating the reporting module within Pipedrive was just as uncomplicated. The platform includes a default dashboard and 11 premade reports, which by themselves will offer plenty of details for lots of small businesses. Reports in the control panel can be reorganized simply by dragging and dropping and filtered by date variety or a set of workers.
Developing a new report only took a couple of clicks. Pipedrive deals a set of filters that you can integrate with rational operators to create a highly particular dataset, which you can then plot onto a number of various chart types. Below the charts, you'll discover a summary table with all of the relevant information and an alternative to export a CSV for additional analysis.
All custom reports can be saved and grouped into folders for quick gain access to later on. Pipedrive Gmail Integrations.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being extremely easy to use. For the price, it does not have some advanced features that we've seen in comparable CRM software. Pipedrive Gmail Integrations.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply slightly more than Pipedrive. Zoho CRM provides endless pipelines and dashboards just like Pipedrive, however it also provides unrestricted workflow automations with its entry-level strategy. It likewise uses e-mail marketing– a crucial function of a thorough CRM– as a basic function.
The drawback to Zoho CRM is that its feature-rich user interface isn't easy to use, especially if you're diving into CRM software application for the first time. Our Zoho CRM review( opens in new tab) found that the platform has a steep knowing curve. However, browsing that curve might deserve it if your service needs to understand how to focus on deals or wishes to use email marketing to bring in brand-new leads.
Another Pipedrive alternative that's worth an appearance is Apptivo. This platform is uncommon in that it supplies just a standard set of CRM functions, then lets you customize the software with lots of apps. That's a major advantage if your business is scaling rapidly, because you can quickly add features onto the software application as you need them. Pipedrive Gmail Integrations.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. However that's barely necessary, and for the cost– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we think it's a better option for most growing services. Pipedrive Gmail Integrations.
Pipedrive: Last decision
Pipedrive is one of the most easy to use CRM platforms we've checked. It's simple to browse from the moment you initially open the platform and permits you to just drag and drop deals as they move through your sales pipeline. It's also highly adjustable, providing endless offer pipelines and exceptional reporting abilities. Pipedrive Gmail Integrations.
While Pipedrive does a terrific job at helping your team handle deals and established conferences with prospective clients, we discovered that it's much more minimal in scope and performance than contending CRM software. Pipedrive has only one of the most basic e-mail marketing tools offered and does not provide any features for task management. In addition, list building functions like web forms and chatbots need a paid add-on.
Eventually, that means that Pipedrive can work well for businesses that are upgrading to a CRM for the very first time. It may not be the best choice for companies that are looking for an extensive, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are much better options. Apptivo in particular stands apart since it costs substantially less than Pipedrive and offers much of the very same performance. Apptivo's platform, which uses apps like building blocks, can likewise better grow with the requirements of your company. Pipedrive Gmail Integrations.