Pipedrive CRM evaluation – Pipedrive Outlook Intergration
We review Pipedrive, an easy to use CRM that's got all the standard tools without the premium functions or pricetag. Pipedrive Outlook Intergration.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized businesses. Discover if it's the very best CRM software services( opens in new tab) for your company in our Pipedrive CRM review. Pipedrive Outlook Intergration.
Pipedrive Outlook Intergration
Pipedrive CRM evaluation: Snapshot
Pipedrive is an incredibly easy to use CRM that's ideal for small businesses relying on CRM software application for the very first time. It allows you to construct an endless variety of customized offer pipelines and move offers through them simply by dragging and dropping. The platform also uses extremely personalized reports, uncomplicated calendar and email combinations, and automated workflows to streamline your sales process. Pipedrive Outlook Intergration.
While Pipedrive does an excellent task with the tools it has, it's missing out on a lot of tools that growing companies need. It doesn't provide project management tools and there are relatively couple of e-mail marketing tools. You also need to pay extra for web forms and chatbots that can help you produce brand-new leads.
Overall, we delight in the experience of using Pipedrive, but we do not think the platform stands out in the congested field of CRM software application. For approximately half the price, Apptivo is just as easy to use, provides just as numerous customization alternatives, and consists of e-mail marketing and project management tools. Pipedrive Outlook Intergration.
Pipedrive CRM essential features
Among the best aspects of Pipedrive is how simple it is to manage offers. The platform starts you off with a default offer pipeline that ought to work for the majority of services. Additionally, you can produce an endless number of custom-made offer pipelines, each with as numerous actions as you need. The offer pipelines are basically kanban boards, permitting you to drag and drop deals from one stage to the next as your sales team makes progress.
Pipedrive Outlook Intergration
Pipedrive consists of an integrated calendar for easily scheduling meetings and tasks. If you use Outlook or Google Calendar, you can establish automatic 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 conferences are displayed in your offer pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to help you discover brand-new leads. This is a paid add-on to any of Pipedrive's plans that costs $39 per month. It includes simple web forms that you can embed in your website in addition to 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 Outlook Intergration.
The reporting user interface in Pipedrive is another highlight of this platform. You can develop a limitless number of custom-made reporting dashboards and dozens of custom reports. All data 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 stay on top deals. The software includes more than 30 workflow design templates that can instantly move deals through your pipeline, schedule conferences, or activate emails. You can also produce your own workflows utilizing an uncomplicated visual modifying user interface. Pipedrive Outlook Intergration.
Pipedrive CRM: What's new?
Pipedrive has been hectic making updates to its platform since we last evaluated this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Outlook Intergration.
Pipedrive likewise added two-factor authentication and gave users the ability to group customized reports within the reporting dashboard.
Pipedrive Outlook Intergration
Pipedrive CRM: Rates
Pipedrive deals 4 pricing strategies: Essential, Advanced, Expert, and Business. All plans include unrestricted offer pipelines, contacts and personalized reports.
Pipedrive CRM Essential Strategy
The Necessary strategy has just limited activity management features and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy adds automation, however does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Professional plan enables you to arrange your sales staff members into teams, provides more comprehensive reporting alternatives, and uses custom-made report fields.
Pipedrive CRM Business Strategy
The Business strategy comes with phone assistance (in addition to live chat, offered on all strategies) and security notifies.
Strategies can be paid monthly, or each year for a discount. You can try out Pipedrive free of charge for 2 week prior to purchasing a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to use and just how much leeway the custom pipelines and control panels pay for. Pipedrive Outlook Intergration.
Pipedrive CRM: Including offers
We began operating in Pipedrive by producing a set of deals. The procedure was incredibly easy, given that you can add deals right from inside your deal pipeline instead of needing to very first navigate to the relevant contact.
A pop-up let us add details about the contact behind the deal, the deal's anticipated value, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive provided the alternative of adding custom fields to the offer details, which would be excellent for scoring leads and appointing concern to offers. Pipedrive Outlook Intergration.
Setting up an entirely new deal pipeline was just as simple. You can include as numerous phases as you desire, and Pipedrive allows you to assign a possibility to each phase to suggest the likelihood of a deal in the stage closing. (Pipedrive doesn't use past information to instantly compute these probabilities.).
Pipedrive Outlook Intergration
Pipedrive CRM: Generating custom reports
Browsing 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 lots of information for numerous small companies. 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 brand-new report just took a few clicks. Pipedrive offers a set of filters that you can combine with logical operators to produce an extremely specific dataset, which you can then plot onto several various chart types. Below the charts, you'll find a summary table with all of the pertinent information and a choice to export a CSV for more analysis.
All custom-made reports can be saved and grouped into folders for fast access later on. Pipedrive Outlook Intergration.
Alternatives to Pipedrive CRM
Pipedrive stick out for being very easy to use. For the price, it lacks some sophisticated features that we've seen in equivalent CRM software application. Pipedrive Outlook Intergration.
Among the most notable competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply a little more than Pipedrive. Zoho CRM offers limitless pipelines and control panels similar to Pipedrive, however it also uses endless workflow automations with its entry-level strategy. It also provides email marketing– a critical function of a thorough CRM– as a basic function.
The downside to Zoho CRM is that its feature-rich user interface isn't easy to use, particularly 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 may be worth it if your business requires to understand how to focus on deals or desires to utilize email marketing to bring in brand-new leads.
Another Pipedrive option that's worth an appearance is Apptivo. This platform is uncommon because it offers only a basic set of CRM functions, then lets you customize the software application with lots of apps. That's a major benefit if your business is scaling rapidly, because you can quickly add features onto the software as you require them. Pipedrive Outlook Intergration.
The only thing missing out on in Apptivo is the ability to drag and drop offers through your pipeline. However that's barely necessary, and for the cost– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we think it's a better option for most growing companies. Pipedrive Outlook Intergration.
Pipedrive: Final verdict
Pipedrive is among the most easy to use CRM platforms we've checked. It's simple to navigate from the moment you initially open the platform and enables you to simply drag and drop offers as they move through your sales pipeline. It's likewise highly customizable, offering endless offer pipelines and exceptional reporting capabilities. Pipedrive Outlook Intergration.
While Pipedrive does a fantastic job at assisting your team manage deals and set up conferences with potential clients, we found that it's much more minimal in scope and performance than contending CRM software. Pipedrive has just the most fundamental e-mail marketing tools readily available and does not use any features for task management. In addition, list building functions like web forms and chatbots require a paid add-on.
Eventually, that implies that Pipedrive can work well for services that are updating to a CRM for the very first time. It might not be the finest option for businesses that are looking for an extensive, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are better alternatives. Apptivo in particular stands apart because it costs significantly less than Pipedrive and uses much of the exact same functionality. Apptivo's platform, which uses apps like building blocks, can also much better grow with the needs of your company. Pipedrive Outlook Intergration.