Pipedrive CRM review – Pipedrive Outlook Sync Review
We examine Pipedrive, an user-friendly CRM that's got all the fundamental tools without the premium features or pricetag. Pipedrive Outlook Sync Review.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized services. Learn if it's the best CRM software application options( opens in new tab) for your business in our Pipedrive CRM review. Pipedrive Outlook Sync Review.
Pipedrive Outlook Sync Review
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally easy to use CRM that's ideal for small businesses relying on CRM software application for the first time. It allows you to build an endless variety of custom-made deal pipelines and move deals through them just by dragging and dropping. The platform also provides extremely customizable reports, uncomplicated calendar and e-mail integrations, and automated workflows to improve your sales procedure. Pipedrive Outlook Sync Review.
While Pipedrive does an excellent job with the tools it has, it's missing out on a great deal of tools that growing businesses need. It does not use task management tools and there are reasonably few email marketing tools. You likewise need to pay additional for web forms and chatbots that can help you produce new leads.
In general, we delight in the experience of using Pipedrive, but we don't think the platform sticks out in the congested field of CRM software. For approximately half the price, Apptivo is just as easy to use, offers just as many modification options, and includes e-mail marketing and job management tools. Pipedrive Outlook Sync Review.
Pipedrive CRM key functions
Among the best aspects of Pipedrive is how simple it is to manage offers. The platform begins you off with a default deal pipeline that ought to work for the majority of businesses. Additionally, you can produce an unlimited variety of customized offer pipelines, each with as many steps as you require. The offer pipelines are essentially kanban boards, allowing you to drag and drop offers from one stage to the next as your sales group makes progress.
Pipedrive Outlook Sync Review
Pipedrive consists of a built-in calendar for easily arranging meetings and jobs. If you utilize 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 specific times that you're readily available. Helpfully, upcoming meetings are displayed in your deal pipelines by a series of icons.
Pipedrive deals a brand-new suite of tools called Leadbooster to assist you find new leads. This is a paid add-on to any of Pipedrive's plans that costs $39 monthly. It includes simple web forms that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can assist you discover potential customers from a database of more than 400 million online profiles. Pipedrive Outlook Sync Review.
The reporting user interface in Pipedrive is another highlight of this platform. You can develop an endless variety of custom reporting control panels and lots of custom-made reports. All data can be exported to Excel with a click if you want much more analytical power.
Pipedrive supports automated workflows to help your sales group stay on leading offers. The software application comes with more than 30 workflow design templates that can instantly move offers through your pipeline, schedule conferences, or activate e-mails. You can likewise produce your own workflows using a straightforward visual editing user interface. Pipedrive Outlook Sync Review.
Pipedrive CRM: What's brand-new?
Pipedrive has actually been hectic making updates to its platform considering that we last examined this CRM. It recently included integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Outlook Sync Review.
Pipedrive likewise added two-factor authentication and gave users the capability to group customized reports within the reporting control panel.
Pipedrive Outlook Sync Review
Pipedrive CRM: Prices
Pipedrive deals four pricing strategies: Essential, Advanced, Professional, and Business. All strategies consist of endless offer pipelines, contacts and personalized reports.
Pipedrive CRM Important Plan
The Essential strategy has only restricted activity management features and does not include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, but lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Professional strategy enables you to arrange your sales employees into groups, offers more in-depth reporting options, and uses customized report fields.
Pipedrive CRM Enterprise Strategy
The Enterprise strategy comes with phone support (in addition to live chat, available on all strategies) and security informs.
Plans can be paid monthly, or each year for a discount. 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 utilize and just how much leeway the custom-made pipelines and control panels manage. Pipedrive Outlook Sync Review.
Pipedrive CRM: Adding deals
We started working in Pipedrive by creating a set of offers. The procedure was exceptionally easy, since you can include offers right from inside your deal pipeline instead of requiring to first browse 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 much better, Pipedrive provided the choice of adding custom-made fields to the deal details, which would be terrific for scoring leads and assigning top priority to offers. Pipedrive Outlook Sync Review.
Establishing a completely new deal pipeline was just as simple. You can include as many phases as you desire, and Pipedrive enables you to designate a possibility to each stage to show the probability of a deal in the stage closing. (Pipedrive doesn't utilize past data to immediately determine these likelihoods.).
Pipedrive Outlook Sync Review
Pipedrive CRM: Generating customized reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default control panel and 11 premade reports, which by themselves will offer lots of info for lots of small companies. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date range or a set of staff members.
Developing a brand-new report only took a couple of clicks. Pipedrive deals a set of filters that you can combine with sensible operators to create a highly specific dataset, which you can then plot onto numerous different chart types. Below the charts, you'll find a summary table with all of the pertinent data and an alternative to export a CSV for additional analysis.
All customized reports can be saved and grouped into folders for fast gain access to later. Pipedrive Outlook Sync Review.
Alternatives to Pipedrive CRM
Pipedrive stands out for being incredibly easy to use. Nevertheless, for the cost, it lacks some advanced functions that we have actually seen in comparable CRM software. Pipedrive Outlook Sync Review.
Among the most noteworthy competitors to Pipedrive is Zoho CRM( opens in new tab), which costs simply a little more than Pipedrive. Zoho CRM offers unrestricted pipelines and dashboards just like Pipedrive, however it also provides unlimited workflow automations with its entry-level plan. It also provides email marketing– a critical function of a thorough CRM– as a standard function.
The disadvantage to Zoho CRM is that its feature-rich interface isn't easy to use, particularly if you're diving into CRM software for the very first time. Our Zoho CRM review( opens in new tab) discovered that the platform has a high knowing curve. Navigating that curve may be worth it if your service requires to know how to prioritize deals or wants to utilize e-mail marketing to bring in new leads.
Another Pipedrive option that's worth a look is Apptivo. This platform is unusual in that it offers just a standard set of CRM functions, then lets you personalize the software application with lots of apps. That's a significant advantage if your business is scaling rapidly, considering that you can easily include functions onto the software as you need them. Pipedrive Outlook Sync Review.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. But that's hardly essential, and for the price– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we think it's a better option for a lot of growing organizations. Pipedrive Outlook Sync Review.
Pipedrive: Last decision
Pipedrive is one of the most user-friendly CRM platforms we've evaluated. It's easy 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 highly customizable, offering unrestricted deal pipelines and exceptional reporting capabilities. Pipedrive Outlook Sync Review.
While Pipedrive does a fantastic task at helping your group handle offers and set up conferences with possible clients, we found that it's much more restricted in scope and performance than contending CRM software application. Pipedrive has only one of the most fundamental e-mail marketing tools readily available and does not use any features for project management. In addition, list building functions like web forms 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 very first time. However, it might not be the best choice for services that are searching for a thorough, scalable CRM service.
For that, we think Zoho CRM or Apptivo are much better choices. Apptivo in particular stands out since it costs significantly less than Pipedrive and offers much of the exact same functionality. Apptivo's platform, which utilizes apps like foundation, can likewise better grow with the requirements of your company. Pipedrive Outlook Sync Review.