Pipedrive CRM review – Pipedrive Outlook Sync
We evaluate Pipedrive, an easy to use CRM that's got all the fundamental tools without the premium functions or pricetag. Pipedrive Outlook Sync.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized services. Discover if it's the very best CRM software application solutions( opens in brand-new tab) for your business in our Pipedrive CRM review. Pipedrive Outlook Sync.
Pipedrive Outlook Sync
Pipedrive CRM review: Snapshot
Pipedrive is a very easy to use CRM that's ideal for small companies relying on CRM software application for the first time. It permits you to build an unlimited variety of custom-made offer pipelines and move offers through them simply by dragging and dropping. The platform likewise offers highly personalized reports, simple calendar and e-mail combinations, and automated workflows to simplify your sales process. Pipedrive Outlook Sync.
While Pipedrive does a great job with the tools it has, it's missing out on a great deal of tools that growing businesses need. It does not offer project management tools and there are fairly few e-mail marketing tools. You likewise need to pay extra for web forms and chatbots that can assist you produce brand-new leads.
Overall, we enjoy the experience of using Pipedrive, but we do not believe the platform sticks out in the congested field of CRM software. For roughly half the price, Apptivo is just as easy to use, uses just as many modification alternatives, and consists of email marketing and project management tools. Pipedrive Outlook Sync.
Pipedrive CRM key functions
Among the best aspects of Pipedrive is how simple it is to handle offers. The platform begins you off with a default deal pipeline that must work for the majority of businesses. You can develop an unlimited number of customized offer pipelines, each with as lots of actions as you need. The offer pipelines are essentially kanban boards, permitting you to drag and drop deals from one stage to the next as your sales group makes progress.
Pipedrive Outlook Sync
Pipedrive includes a built-in calendar for quickly scheduling meetings and tasks. 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 meeting times to a client by designating specific times that you're offered. Helpfully, upcoming meetings are displayed in your offer 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 strategies that expenses $39 per month. It includes simple web kinds that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can help you find possible customers from a database of more than 400 million online profiles. Pipedrive Outlook Sync.
The reporting interface in Pipedrive is another highlight of this platform. You can create 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 desire a lot more analytical power.
Pipedrive supports automated workflows to help your sales team remain on top offers. The software application comes with more than 30 workflow templates that can automatically move deals through your pipeline, schedule meetings, or activate e-mails. You can also develop your own workflows using an uncomplicated visual editing user interface. Pipedrive Outlook Sync.
Pipedrive CRM: What's new?
Pipedrive has actually been busy making updates to its platform because we last evaluated this CRM. It 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 Sync.
Pipedrive also included two-factor authentication and offered users the ability to group custom reports within the reporting control panel.
Pipedrive Outlook Sync
Pipedrive CRM: Pricing
Pipedrive deals four pricing strategies: Essential, Advanced, Expert, and Business. All plans consist of limitless deal pipelines, contacts and adjustable reports.
Pipedrive CRM Vital Strategy
The Vital strategy has only minimal activity management functions and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, however lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Strategy
The Expert plan enables you to arrange your sales staff members into groups, provides more detailed reporting choices, and provides custom report fields.
Pipedrive CRM Business Plan
The Business strategy includes phone support (in addition to live chat, readily available on all strategies) and security informs.
Plans can be paid monthly, or every year for a discount. You can experiment with Pipedrive free of charge for 14 days prior to buying a strategy.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and just how much leeway the customized pipelines and control panels afford. Pipedrive Outlook Sync.
Pipedrive CRM: Adding offers
We began working in Pipedrive by developing a set of deals. The process was exceptionally simple, because you can add offers right from inside your deal pipeline instead of requiring to very first browse to the relevant contact.
A pop-up let us add information about the contact behind the deal, the offer's anticipated value, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive provided the alternative of including custom fields to the deal information, which would be fantastic for scoring leads and assigning top priority to offers. Pipedrive Outlook Sync.
Establishing an entirely new deal pipeline was just as simple. You can add as numerous stages as you want, and Pipedrive enables you to appoint a probability to each phase to show the probability of a deal in the stage closing. (Pipedrive does not use past information to instantly compute these likelihoods.).
Pipedrive Outlook Sync
Pipedrive CRM: Generating custom-made reports
Browsing the reporting module within Pipedrive was just as straightforward. The platform includes a default control panel and 11 premade reports, which on their own will use lots of information for numerous small businesses. Reports in the control panel can be rearranged just by dragging and dropping and filtered by date variety or a set of staff members.
Producing a new report only took a few clicks. Pipedrive offers a set of filters that you can combine with sensible operators to create an extremely specific dataset, which you can then plot onto several various chart types. Listed below the charts, you'll discover a summary table with all of the relevant data and a choice to export a CSV for more analysis.
All customized reports can be saved and grouped into folders for fast access later. Pipedrive Outlook Sync.
Alternatives to Pipedrive CRM
Pipedrive stick out for being incredibly easy to use. For the cost, it does not have some advanced features that we've seen in comparable CRM software application. Pipedrive Outlook Sync.
Among the most noteworthy competitors to Pipedrive is Zoho CRM( opens in new tab), which costs simply somewhat more than Pipedrive. Zoho CRM provides endless pipelines and control panels similar to Pipedrive, however it also provides endless workflow automations with its entry-level plan. It likewise offers e-mail marketing– a crucial function of a comprehensive CRM– as a basic function.
The drawback to Zoho CRM is that its feature-rich user interface isn't easy to use, particularly if you're diving into CRM software application for the first time. Our Zoho CRM evaluation( opens in new tab) found that the platform has a steep knowing curve. Browsing that curve may be worth it if your organization requires to know how to focus on offers or wants to utilize e-mail marketing to bring in brand-new leads.
Another Pipedrive alternative that deserves a look is Apptivo. This platform is uncommon because it offers only a basic 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 quickly, because you can quickly add features onto the software application as you need them. Pipedrive Outlook Sync.
The only thing missing out on in Apptivo is the capability to drag and drop offers through your pipeline. But that's barely essential, and for the rate– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it's a better choice for a lot of growing businesses. Pipedrive Outlook Sync.
Pipedrive: Final decision
Pipedrive is among the most user-friendly CRM platforms we have actually evaluated. It's easy to navigate from the minute you initially open the platform and permits you to just drag and drop offers as they move through your sales pipeline. It's also extremely adjustable, providing endless deal pipelines and excellent reporting capabilities. Pipedrive Outlook Sync.
While Pipedrive does a great job at helping your team handle offers and established conferences with possible clients, we found that it's much more limited in scope and functionality than contending CRM software application. Pipedrive has just the most basic e-mail marketing tools readily available and doesn't offer any features for task management. In addition, lead generation functions like web kinds and chatbots require a paid add-on.
Eventually, that means that Pipedrive can work well for organizations that are upgrading to a CRM for the first time. However, it may not be the very best choice for companies that are searching for an extensive, scalable CRM option.
For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular sticks out because it costs significantly less than Pipedrive and provides much of the same performance. Apptivo's platform, which uses apps like foundation, can also better grow with the needs of your organization. Pipedrive Outlook Sync.