Pipedrive CRM review – Pipedrive Microsoft 365 Integration
We evaluate Pipedrive, an easy to use CRM that's got all the fundamental tools without the premium features or pricetag. Pipedrive Microsoft 365 Integration.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized businesses. Discover if it's the best CRM software solutions( opens in brand-new tab) for your company in our Pipedrive CRM review. Pipedrive Microsoft 365 Integration.
Pipedrive Microsoft 365 Integration
Pipedrive CRM evaluation: Snapshot
Pipedrive is a very user-friendly CRM that's perfect for small companies turning to CRM software for the very first time. It enables you to build a limitless number of custom-made offer pipelines and move offers through them simply by dragging and dropping. The platform likewise uses highly customizable reports, straightforward calendar and e-mail integrations, and automated workflows to improve your sales procedure. Pipedrive Microsoft 365 Integration.
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While Pipedrive does an excellent job with the tools it has, it's missing out on a great deal of tools that growing services need. It doesn't use job management tools and there are reasonably couple of e-mail marketing tools. You also need to pay additional for web forms and chatbots that can assist you generate brand-new leads.
Overall, we delight in the experience of using Pipedrive, however we don't think the platform sticks out in the congested field of CRM software application. For approximately half the cost, Apptivo is just as easy to use, uses just as many personalization choices, and consists of email marketing and task management tools. Pipedrive Microsoft 365 Integration.
Pipedrive CRM crucial features
One of the very best things about Pipedrive is how easy it is to manage offers. The platform starts you off with a default offer pipeline that must work for the majority of businesses. Additionally, you can develop a limitless variety of custom offer pipelines, each with as numerous actions as you require. The offer pipelines are basically kanban boards, permitting you to drag and drop offers from one phase to the next as your sales team makes progress.
Pipedrive Microsoft 365 Integration
Pipedrive consists of a built-in calendar for quickly 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 allows you to propose meeting times to a customer by designating particular times that you're readily available. Helpfully, upcoming meetings 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 per month. It includes 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 help you find possible customers from a database of more than 400 million online profiles. Pipedrive Microsoft 365 Integration.
The reporting interface in Pipedrive is another highlight of this platform. You can develop an unrestricted number 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 assist your sales group remain on leading offers. The software application comes with more than 30 workflow templates that can immediately move offers through your pipeline, schedule meetings, or trigger emails. You can likewise create your own workflows utilizing an uncomplicated visual editing user interface. Pipedrive Microsoft 365 Integration.
Pipedrive CRM: What's brand-new?
Pipedrive has been hectic making updates to its platform since we last evaluated 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 Microsoft 365 Integration.
Pipedrive likewise included two-factor authentication and gave users the capability to group custom reports within the reporting control panel.
Pipedrive Microsoft 365 Integration
Pipedrive CRM: Prices
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Pipedrive deals 4 rates strategies: Necessary, Advanced, Professional, and Business. All strategies include unrestricted deal pipelines, contacts and personalized reports.
Pipedrive CRM Necessary Plan
The Essential strategy has only restricted activity management functions and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan includes automation, but does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Professional strategy allows you to arrange your sales workers into teams, provides more comprehensive reporting options, and offers custom report fields.
Pipedrive CRM Business Plan
The Enterprise strategy features phone support (in addition to live chat, readily available on all strategies) and security notifies.
Plans can be paid monthly, or annually for a discount rate. You can try Pipedrive for free for 2 week before acquiring a strategy.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to use and how much leeway the customized pipelines and control panels pay for. Pipedrive Microsoft 365 Integration.
Pipedrive CRM: Including deals
We began working in Pipedrive by creating a set of offers. The procedure was exceptionally simple, considering that you can include offers right from inside your offer pipeline instead of requiring to very first navigate to the relevant contact.
A pop-up let us add details about the contact behind the deal, the offer's anticipated worth, which pipeline to include it to, and what stage to put it in. Even better, Pipedrive used the option of including custom fields to the offer details, which would be great for scoring leads and designating concern to deals. Pipedrive Microsoft 365 Integration.
Setting up a completely new deal pipeline was just as easy. You can add as lots of phases as you want, and Pipedrive allows you to assign a probability to each phase to indicate the possibility of a deal in the stage closing. (Pipedrive doesn't utilize past data to automatically compute these likelihoods.).
Pipedrive Microsoft 365 Integration
Pipedrive CRM: Getting custom reports
Navigating the reporting module within Pipedrive was just as simple. The platform consists of a default control panel and 11 premade reports, which on their own will provide a lot of information for numerous small businesses. Reports in the control panel 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 deals a set of filters that you can combine with sensible operators to create a highly particular dataset, which you can then plot onto numerous different chart types. Listed below the charts, you'll find 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 access later on. Pipedrive Microsoft 365 Integration.
Alternatives to Pipedrive CRM
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Pipedrive stand apart for being incredibly easy to use. For the rate, it lacks some sophisticated features that we have actually seen in equivalent CRM software application. Pipedrive Microsoft 365 Integration.
One of the most noteworthy competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just a little more than Pipedrive. Zoho CRM offers endless pipelines and dashboards much like Pipedrive, but it also offers limitless workflow automations with its entry-level strategy. It likewise offers email marketing– a crucial function of a comprehensive CRM– as a standard function.
The disadvantage to Zoho CRM is that its feature-rich 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. Browsing that curve may be worth it if your company needs to know how to prioritize offers or desires to use e-mail marketing to bring in brand-new leads.
Another Pipedrive alternative that's worth a look is Apptivo. This platform is uncommon in that it offers only a standard set of CRM functions, then lets you tailor the software application with dozens of apps. That's a significant advantage if your company is scaling rapidly, since you can easily include features onto the software application as you require them. Pipedrive Microsoft 365 Integration.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. That's hardly necessary, and for the cost– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a better option for a lot of growing services. Pipedrive Microsoft 365 Integration.
Pipedrive: Last decision
Pipedrive is one of the most easy to use CRM platforms we've evaluated. It's easy to navigate from the moment you first open the platform and enables you to just drag and drop offers as they move through your sales pipeline. It's also extremely customizable, providing unrestricted deal pipelines and outstanding reporting abilities. Pipedrive Microsoft 365 Integration.
While Pipedrive does an excellent job at assisting your team manage deals and set up conferences with possible clients, we found that it's much more restricted in scope and performance than completing CRM software application. Pipedrive has just one of the most basic email marketing tools available and doesn't use any functions for project management. In addition, lead generation features like web types and chatbots require a paid add-on.
Ultimately, that suggests that Pipedrive can work well for organizations that are updating to a CRM for the very first time. Nevertheless, it might not be the best alternative for organizations that are searching for a thorough, scalable CRM option.
For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular sticks out because it costs substantially less than Pipedrive and uses much of the very same functionality. Apptivo's platform, which utilizes apps like foundation, can likewise better grow with the requirements of your organization. Pipedrive Microsoft 365 Integration.
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