Pipedrive CRM review – Pipedrive Outlook Calendar Integration
We evaluate Pipedrive, an easy to use CRM that's got all the fundamental tools without the premium functions or pricetag. Pipedrive Outlook Calendar Integration.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized organizations. Discover if it's the very best CRM software services( opens in brand-new tab) for your business in our Pipedrive CRM review. Pipedrive Outlook Calendar Integration.
Pipedrive Outlook Calendar Integration
Pipedrive CRM evaluation: Snapshot
Pipedrive is an exceptionally user-friendly CRM that's ideal for small businesses turning to CRM software for the first time. It allows you to build a limitless number of customized deal pipelines and move offers through them just by dragging and dropping. The platform likewise provides highly adjustable reports, straightforward calendar and email integrations, and automated workflows to improve your sales procedure. Pipedrive Outlook Calendar Integration.
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While Pipedrive does an excellent task with the tools it has, it's missing out on a lot of tools that growing businesses require. It doesn't provide job management tools and there are reasonably couple of email marketing tools. You likewise need to pay extra for web types and chatbots that can assist you produce new leads.
In general, we enjoy the experience of using Pipedrive, however we do not 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, provides just as lots of personalization options, and includes email marketing and job management tools. Pipedrive Outlook Calendar Integration.
Pipedrive CRM crucial functions
One of the very best features of Pipedrive is how simple it is to handle deals. The platform begins you off with a default deal pipeline that should work for the majority of organizations. Alternatively, you can develop an unrestricted number of custom deal pipelines, each with as lots of actions as you need. The offer pipelines are basically kanban boards, allowing you to drag and drop offers from one phase to the next as your sales group makes progress.
Pipedrive Outlook Calendar Integration
Pipedrive consists of a built-in calendar for easily arranging meetings and jobs. If you utilize Outlook or Google Calendar, you can set up automated 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 available. Helpfully, upcoming meetings are shown in your offer pipelines by a series of icons.
Pipedrive deals a brand-new suite of tools called Leadbooster to assist 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 simple web forms that you can embed in your site as well as a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can assist you find potential customers from a database of more than 400 million online profiles. Pipedrive Outlook Calendar Integration.
The reporting interface in Pipedrive is another highlight of this platform. You can produce an unlimited number of custom reporting dashboards and lots of custom-made 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 group remain on leading deals. The software application features 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 interface. Pipedrive Outlook Calendar Integration.
Pipedrive CRM: What's new?
Pipedrive has actually been hectic making updates to its platform since we last reviewed this CRM. It just recently added integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Outlook Calendar Integration.
Pipedrive likewise included two-factor authentication and provided users the ability to group custom-made reports within the reporting dashboard.
Pipedrive Outlook Calendar Integration
Pipedrive CRM: Prices
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Pipedrive offers four pricing strategies: Necessary, Advanced, Specialist, and Enterprise. All strategies consist of limitless deal pipelines, contacts and customizable reports.
Pipedrive CRM Essential Plan
The Vital plan has just restricted activity management functions and doesn't include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, however does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Strategy
The Specialist plan allows you to organize your sales workers into teams, offers more detailed reporting alternatives, and uses customized report fields.
Pipedrive CRM Enterprise Plan
The Business plan comes with phone assistance (in addition to live chat, offered on all strategies) and security signals.
Plans can be paid monthly, or annually for a discount rate. You can check out Pipedrive for free for 2 week prior to buying a plan.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and how much leeway the customized pipelines and dashboards manage. Pipedrive Outlook Calendar Integration.
Pipedrive CRM: Adding deals
We began operating in Pipedrive by creating a set of deals. The procedure was extremely easy, given that you can add deals right from inside your deal pipeline instead of needing to very first browse to the appropriate contact.
A pop-up let us add information about the contact behind the deal, the offer's expected worth, which pipeline to add it to, and what phase to put it in. Even much better, Pipedrive used the alternative of including custom fields to the offer information, which would be terrific for scoring leads and appointing top priority to deals. Pipedrive Outlook Calendar Integration.
Setting up a totally new deal pipeline was just as simple. You can add as numerous stages as you desire, and Pipedrive allows you to designate a possibility to each phase to indicate the likelihood of a deal in the stage closing. (Pipedrive doesn't utilize previous data to automatically calculate these possibilities.).
Pipedrive Outlook Calendar Integration
Pipedrive CRM: Generating customized 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 provide a lot of details for many small companies. Reports in the dashboard can be reorganized just by dragging and dropping and filtered by date variety or a set of workers.
Producing a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can integrate with sensible operators to produce an extremely particular dataset, which you can then plot onto numerous various chart types. Below the charts, you'll discover a summary table with all of the pertinent data and an option to export a CSV for additional analysis.
All custom-made reports can be saved and grouped into folders for quick access later. Pipedrive Outlook Calendar Integration.
Alternatives to Pipedrive CRM
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Pipedrive stands out for being very easy to use. For the cost, it does not have some advanced features that we've seen in comparable CRM software application. Pipedrive Outlook Calendar Integration.
One of the most significant rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just a little more than Pipedrive. Zoho CRM offers unrestricted pipelines and dashboards just like Pipedrive, however it also offers limitless workflow automations with its entry-level strategy. It also provides e-mail marketing– an important function of a thorough CRM– as a standard feature.
The downside to Zoho CRM is that its feature-rich interface isn't easy to use, specifically if you're diving into CRM software for the very first time. Our Zoho CRM review( opens in new tab) found that the platform has a steep learning curve. Nevertheless, navigating that curve might be worth it if your business requires to know how to focus on offers or wishes to utilize email marketing to generate new leads.
Another Pipedrive option that deserves an appearance is Apptivo. This platform is unusual in that it offers only a fundamental set of CRM functions, then lets you customize the software with dozens of apps. That's a major advantage if your service is scaling quickly, considering that you can easily include features onto the software as you require them. Pipedrive Outlook Calendar Integration.
The only thing missing in Apptivo is the ability to drag and drop offers through your pipeline. However that's hardly necessary, 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 choice for the majority of growing businesses. Pipedrive Outlook Calendar Integration.
Pipedrive: Final decision
Pipedrive is one of the most easy to use CRM platforms we have actually tested. It's simple to navigate from the minute you initially open the platform and enables you to simply drag and drop deals as they move through your sales pipeline. It's also extremely adjustable, providing unrestricted deal pipelines and outstanding reporting capabilities. Pipedrive Outlook Calendar Integration.
While Pipedrive does a great task at helping your team handle offers and established meetings with potential customers, we discovered that it's a lot more restricted in scope and performance than competing CRM software. Pipedrive has just the most standard e-mail marketing tools offered and doesn't provide any functions for project management. In addition, list building functions like web kinds and chatbots require a paid add-on.
Ultimately, that suggests that Pipedrive can work well for companies that are upgrading to a CRM for the first time. However, it might not be the very best choice for companies that are searching for a thorough, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are much better choices. Apptivo in particular stands out due to the fact that it costs substantially less than Pipedrive and uses much of the very same performance. Apptivo's platform, which utilizes apps like building blocks, can also much better grow with the requirements of your company. Pipedrive Outlook Calendar Integration.
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