Pipedrive CRM evaluation – Pipedrive Microsoft Exchange
We review Pipedrive, an easy to use CRM that's got all the standard tools without the premium features or pricetag. Pipedrive Microsoft Exchange.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized companies. Discover if it's the very best CRM software application services( opens in new tab) for your company in our Pipedrive CRM review. Pipedrive Microsoft Exchange.
Pipedrive Microsoft Exchange
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally easy to use CRM that's perfect for small companies relying on CRM software for the very first time. It allows you to construct an unrestricted number of custom deal pipelines and move deals through them just by dragging and dropping. The platform also offers highly personalized reports, simple calendar and e-mail integrations, and automated workflows to simplify your sales process. Pipedrive Microsoft Exchange.
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While Pipedrive does a fantastic job with the tools it has, it's missing a lot of tools that growing businesses need. It doesn't use job management tools and there are relatively few email marketing tools. You also need to pay additional for web kinds and chatbots that can help you produce brand-new leads.
Overall, we delight in the experience of using Pipedrive, but we don't believe the platform stands out in the congested field of CRM software application. For roughly half the cost, Apptivo is just as easy to use, provides just as numerous modification choices, and consists of e-mail marketing and task management tools. Pipedrive Microsoft Exchange.
Pipedrive CRM essential features
One of the very best features of Pipedrive is how easy it is to manage deals. The platform begins you off with a default offer pipeline that must work for most organizations. You can produce an unlimited number of custom-made deal 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 stage to the next as your sales team makes progress.
Pipedrive Microsoft Exchange
Pipedrive includes an integrated calendar for easily scheduling meetings 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 client by designating specific times that you're available. Helpfully, upcoming meetings are shown in your offer pipelines by a series of icons.
Pipedrive offers 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 expenses $39 per month. It consists of basic web forms that you can embed in your website in addition to a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can assist you find potential clients from a database of more than 400 million online profiles. Pipedrive Microsoft Exchange.
The reporting interface in Pipedrive is another emphasize of this platform. You can produce an unlimited number of custom-made reporting dashboards 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 stay on top offers. The software application features more than 30 workflow design templates that can automatically move deals through your pipeline, schedule meetings, or trigger e-mails. You can also produce your own workflows using a straightforward visual modifying user interface. Pipedrive Microsoft Exchange.
Pipedrive CRM: What's new?
Pipedrive has been busy making updates to its platform because 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 Microsoft Exchange.
Pipedrive likewise added two-factor authentication and provided users the ability to group customized reports within the reporting dashboard.
Pipedrive Microsoft Exchange
Pipedrive CRM: Rates
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Pipedrive offers four pricing strategies: Necessary, Advanced, Specialist, and Enterprise. All strategies include unrestricted deal pipelines, contacts and customizable reports.
Pipedrive CRM Essential Plan
The Important plan has only limited activity management features and doesn't consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, but lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Strategy
The Specialist plan allows you to organize your sales workers into teams, supplies more detailed reporting alternatives, and offers customized report fields.
Pipedrive CRM Business Plan
The Business strategy features phone assistance (in addition to live chat, available on all strategies) and security notifies.
Strategies can be paid monthly, or annually for a discount. You can try out Pipedrive totally free for 14 days before acquiring a strategy.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to use and just how much leeway the custom-made pipelines and dashboards pay for. Pipedrive Microsoft Exchange.
Pipedrive CRM: Adding offers
We started operating in Pipedrive by developing a set of offers. The procedure was extremely basic, since you can add offers right from inside your offer pipeline instead of requiring to very first browse to the pertinent contact.
A pop-up let us add details about the contact behind the deal, the deal's expected worth, which pipeline to add it to, and what phase to put it in. Even much better, Pipedrive provided the option of including customized fields to the offer details, which would be fantastic for scoring leads and appointing priority to deals. Pipedrive Microsoft Exchange.
Establishing an entirely new deal pipeline was just as simple. You can include as numerous phases as you desire, and Pipedrive allows you to appoint a probability to each stage to suggest the probability of a handle the stage closing. (Pipedrive doesn't use previous data to automatically calculate these likelihoods.).
Pipedrive Microsoft Exchange
Pipedrive CRM: Generating custom-made reports
Navigating the reporting module within Pipedrive was just as simple. The platform consists of a default dashboard and 11 premade reports, which by themselves will use lots of details for lots of small companies. Reports in the dashboard can be reorganized simply by dragging and dropping and filtered by date variety or a set of workers.
Creating a new report just took a few clicks. Pipedrive deals a set of filters that you can combine with sensible operators to develop an extremely specific dataset, which you can then outline onto numerous various chart types. Listed below the charts, you'll discover a summary table with all of the pertinent information and an option to export a CSV for additional analysis.
All custom reports can be saved and organized into folders for quick gain access to later on. Pipedrive Microsoft Exchange.
Alternatives to Pipedrive CRM
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Pipedrive stands out for being incredibly easy to use. However, for the price, it lacks some sophisticated features that we have actually seen in comparable CRM software. Pipedrive Microsoft Exchange.
Among the most notable rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just slightly more than Pipedrive. Zoho CRM uses unrestricted pipelines and dashboards much like Pipedrive, however it also provides limitless workflow automations with its entry-level plan. It also offers email marketing– a crucial function of a detailed CRM– as a basic function.
The downside to Zoho CRM is that its feature-rich interface isn't easy to use, especially if you're diving into CRM software for the first time. Our Zoho CRM evaluation( opens in new tab) found that the platform has a high knowing curve. Browsing that curve might be worth it if your business needs to understand how to focus on deals or wants to use e-mail marketing to bring in new leads.
Another Pipedrive alternative that deserves a look is Apptivo. This platform is unusual in that it provides only a fundamental set of CRM functions, then lets you personalize the software with dozens of apps. That's a major advantage if your organization is scaling quickly, since you can quickly include features onto the software as you need them. Pipedrive Microsoft Exchange.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. However that's barely important, and for the rate– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we think it's a much better option for most growing services. Pipedrive Microsoft Exchange.
Pipedrive: Last verdict
Pipedrive is among the most easy to use CRM platforms we have actually evaluated. It's easy to browse 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 likewise highly adjustable, providing limitless deal pipelines and excellent reporting abilities. Pipedrive Microsoft Exchange.
While Pipedrive does a great job at assisting your group handle offers and established conferences with potential clients, we found that it's far more minimal in scope and performance than completing CRM software. Pipedrive has only one of the most fundamental e-mail marketing tools available and does not use any features for task management. In addition, list building features like web kinds and chatbots need a paid add-on.
Eventually, that implies that Pipedrive can work well for businesses that are upgrading to a CRM for the first time. Nevertheless, it might not be the best choice for organizations that are searching for a comprehensive, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular sticks out because it costs significantly less than Pipedrive and offers much of the exact same performance. Apptivo's platform, which utilizes apps like foundation, can also much better grow with the needs of your service. Pipedrive Microsoft Exchange.
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