Pipedrive CRM review – Pipedrive Integrations Project Management
We review Pipedrive, an user-friendly CRM that's got all the standard tools without the premium features or pricetag. Pipedrive Integrations Project Management.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized organizations. Learn if it's the very best CRM software application options( opens in brand-new tab) for your company in our Pipedrive CRM evaluation. Pipedrive Integrations Project Management.
Pipedrive Integrations Project Management
Pipedrive CRM review: Snapshot
Pipedrive is a very user-friendly CRM that's perfect for small businesses turning to CRM software application for the first time. It allows you to develop an endless number of custom-made deal pipelines and move offers through them simply by dragging and dropping. The platform likewise provides highly personalized reports, straightforward calendar and email combinations, and automated workflows to enhance your sales process. Pipedrive Integrations Project Management.
–>> Start your FREE Trial here <<–
While Pipedrive does a fantastic task with the tools it has, it's missing out on a great deal of tools that growing businesses require. It doesn't provide project management tools and there are reasonably few email marketing tools. You also have to pay extra for web kinds and chatbots that can help you produce brand-new leads.
In general, we enjoy the experience of using Pipedrive, however we don't believe the platform sticks out in the crowded field of CRM software. For approximately half the price, Apptivo is just as easy to use, offers just as numerous modification choices, and includes e-mail marketing and project management tools. Pipedrive Integrations Project Management.
Pipedrive CRM essential features
One of the very best features of Pipedrive is how easy it is to handle offers. The platform begins you off with a default deal pipeline that ought to work for the majority of businesses. Alternatively, you can produce a limitless number of custom offer pipelines, each with as numerous steps as you require. The offer pipelines are essentially kanban boards, enabling you to drag and drop deals from one phase to the next as your sales team makes progress.
Pipedrive Integrations Project Management
Pipedrive includes a built-in calendar for easily arranging conferences and jobs. If you utilize Outlook or Google Calendar, you can establish 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 readily available. Helpfully, upcoming conferences are displayed in your deal pipelines by a series of icons.
Pipedrive offers a brand-new suite of tools called Leadbooster to assist you discover brand-new leads. This is a paid add-on to any of Pipedrive's plans that costs $39 monthly. It includes easy web types that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can assist you find possible customers from a database of more than 400 million online profiles. Pipedrive Integrations Project Management.
The reporting user interface in Pipedrive is another highlight of this platform. You can develop a limitless number of custom reporting dashboards and lots of custom reports. All information can be exported to Excel with a click if you want a lot more analytical power.
Pipedrive supports automated workflows to help your sales team remain on leading deals. The software application comes with more than 30 workflow templates that can immediately move offers through your pipeline, schedule conferences, or activate emails. You can likewise create your own workflows using a simple visual editing user interface. Pipedrive Integrations Project Management.
Pipedrive CRM: What's brand-new?
Pipedrive has been hectic making updates to its platform since we last examined this CRM. It just recently added combinations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Integrations Project Management.
Pipedrive also added two-factor authentication and offered users the ability to group custom reports within the reporting dashboard.
Pipedrive Integrations Project Management
Pipedrive CRM: Prices
–>> Start your FREE Trial here <<–
Pipedrive deals 4 pricing plans: Essential, Advanced, Specialist, and Business. All strategies include unlimited deal pipelines, contacts and adjustable reports.
Pipedrive CRM Vital Strategy
The Vital plan has only limited activity management features and doesn't include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan adds automation, however lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Strategy
The Expert strategy enables you to arrange your sales staff members into groups, provides more comprehensive reporting choices, and provides custom report fields.
Pipedrive CRM Business Plan
The Business plan includes phone assistance (in addition to live chat, readily available on all strategies) and security alerts.
Strategies can be paid monthly, or every year for a discount rate. You can experiment with Pipedrive for free for 2 week prior to buying a plan.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and how much leeway the custom-made pipelines and dashboards afford. Pipedrive Integrations Project Management.
Pipedrive CRM: Adding offers
We started operating in Pipedrive by producing a set of deals. The procedure was exceptionally easy, considering that you can add offers right from inside your offer pipeline instead of needing to very first navigate to the relevant contact.
A pop-up let us add details about the contact behind the offer, the deal's anticipated value, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive offered the alternative of including custom fields to the offer details, which would be fantastic for scoring leads and appointing priority to offers. Pipedrive Integrations Project Management.
Setting up a completely new deal pipeline was just as easy. You can include as many phases as you want, and Pipedrive enables you to designate a likelihood to each phase to suggest the probability of a handle the stage closing. (Pipedrive doesn't use previous data to immediately calculate these possibilities.).
Pipedrive Integrations Project Management
Pipedrive CRM: Getting customized reports
Navigating the reporting module within Pipedrive was just as straightforward. The platform includes a default control panel and 11 premade reports, which by themselves will use plenty of details for many small companies. Reports in the dashboard can be reorganized simply by dragging and dropping and filtered by date range or a set of workers.
Creating a new report just took a couple of clicks. Pipedrive deals a set of filters that you can integrate with logical operators to produce a highly particular dataset, which you can then plot onto numerous different 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 customized reports can be saved and organized into folders for fast gain access to later. Pipedrive Integrations Project Management.
Alternatives to Pipedrive CRM
–>> Start your FREE Trial here <<–
Pipedrive stands out for being incredibly easy to use. Nevertheless, for the cost, it lacks some innovative features that we have actually seen in comparable CRM software. Pipedrive Integrations Project Management.
Among the most noteworthy rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply somewhat more than Pipedrive. Zoho CRM provides limitless pipelines and dashboards much like Pipedrive, however it likewise provides unlimited workflow automations with its entry-level plan. It also offers email marketing– a critical function of a thorough 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 first time. Our Zoho CRM review( opens in new tab) discovered that the platform has a steep knowing curve. Nevertheless, browsing that curve might be worth it if your company needs to know how to focus on offers or wants to use email marketing to bring in new leads.
Another Pipedrive alternative that's worth a look is Apptivo. This platform is uncommon because it offers just a standard set of CRM functions, then lets you personalize the software application with dozens of apps. That's a major benefit if your business is scaling quickly, given that you can easily include features onto the software as you need them. Pipedrive Integrations Project Management.
The only thing missing in Apptivo is the capability to drag and drop offers through your pipeline. That's hardly vital, and for the cost– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a much better option for a lot of growing companies. Pipedrive Integrations Project Management.
Pipedrive: Final decision
Pipedrive is among the most easy to use CRM platforms we have actually tested. It's simple to navigate from the moment you first open the platform and allows you to merely drag and drop deals as they move through your sales pipeline. It's also extremely personalized, providing unrestricted offer pipelines and excellent reporting capabilities. Pipedrive Integrations Project Management.
While Pipedrive does a great job at helping your team handle offers and established conferences with possible customers, we found that it's far more restricted in scope and functionality than contending CRM software. Pipedrive has only one of the most basic email marketing tools readily available and doesn't use any features for project management. In addition, lead generation features like web types and chatbots need a paid add-on.
Eventually, that means that Pipedrive can work well for services that are updating to a CRM for the very first time. It might not be the best alternative for services that are looking for a detailed, scalable CRM option.
For that, we think Zoho CRM or Apptivo are better alternatives. Apptivo in particular stands out due to the fact that it costs substantially less than Pipedrive and offers much of the same performance. Apptivo's platform, which utilizes apps like foundation, can also much better grow with the needs of your service. Pipedrive Integrations Project Management.
–>> Start your FREE Trial here <<–