Pipedrive CRM review – Pipedrive Sync Outlook
We examine Pipedrive, an user-friendly CRM that's got all the standard tools without the premium functions or pricetag. Pipedrive Sync Outlook.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized businesses. Find out if it's the best CRM software application options( opens in new tab) for your company in our Pipedrive CRM review. Pipedrive Sync Outlook.
Pipedrive Sync Outlook
Pipedrive CRM evaluation: Snapshot
Pipedrive is a very user-friendly CRM that's ideal for small companies relying on CRM software application for the first time. It allows you to construct an unrestricted variety of custom-made deal pipelines and move deals through them simply by dragging and dropping. The platform also offers highly personalized reports, uncomplicated calendar and e-mail integrations, and automated workflows to simplify your sales procedure. Pipedrive Sync Outlook.
While Pipedrive does a terrific job with the tools it has, it's missing a great deal of tools that growing companies require. It does not provide job management tools and there are fairly few email marketing tools. You also 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, however we do not believe the platform sticks out in the congested field of CRM software. For approximately half the price, Apptivo is just as easy to use, uses just as many customization options, and consists of email marketing and job management tools. Pipedrive Sync Outlook.
Pipedrive CRM key functions
One of the very best features of Pipedrive is how simple it is to manage deals. The platform begins you off with a default deal pipeline that must work for many organizations. You can create an unrestricted number of custom-made offer pipelines, each with as lots of actions as you require. The offer pipelines are essentially kanban boards, enabling you to drag and drop deals from one phase to the next as your sales team makes progress.
Pipedrive Sync Outlook
Pipedrive consists of an integrated calendar for easily setting up conferences and tasks. If you utilize Outlook or Google Calendar, you can establish automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose meeting times to a client by designating specific times that you're offered. Helpfully, upcoming meetings are displayed in your deal pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to help you find new leads. This is a paid add-on to any of Pipedrive's plans that expenses $39 monthly. It includes simple web forms that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster likewise comes with a web scraping tool that can assist you discover prospective clients from a database of more than 400 million online profiles. Pipedrive Sync Outlook.
The reporting interface in Pipedrive is another highlight of this platform. You can produce an unlimited number of customized reporting dashboards and dozens of customized reports. All information can be exported to Excel with a click if you want even more analytical power.
Pipedrive supports automated workflows to assist your sales group remain on top deals. The software comes with more than 30 workflow design templates that can instantly move deals through your pipeline, schedule meetings, or set off e-mails. You can also create your own workflows using a straightforward visual modifying interface. Pipedrive Sync Outlook.
Pipedrive CRM: What's brand-new?
Pipedrive has been hectic making updates to its platform given that we last examined this CRM. It just recently included combinations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Sync Outlook.
Pipedrive also included two-factor authentication and gave users the ability to group custom reports within the reporting control panel.
Pipedrive Sync Outlook
Pipedrive CRM: Prices
Pipedrive deals four prices plans: Necessary, Advanced, Specialist, and Enterprise. All plans consist of limitless deal pipelines, contacts and customizable reports.
Pipedrive CRM Necessary Plan
The Essential strategy has just restricted activity management functions and doesn't include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, but lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Strategy
The Specialist strategy allows you to arrange your sales employees into teams, offers more in-depth reporting choices, and offers custom-made report fields.
Pipedrive CRM Enterprise Plan
The Business plan comes with phone support (in addition to live chat, available on all strategies) and security alerts.
Strategies can be paid monthly, or every year for a discount. You can experiment with Pipedrive for free for 14 days prior to purchasing a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and how much leeway the custom-made pipelines and dashboards afford. Pipedrive Sync Outlook.
Pipedrive CRM: Including offers
We started working in Pipedrive by creating a set of deals. The process was incredibly basic, given that you can add deals right from inside your offer pipeline instead of needing to very first navigate to the appropriate contact.
A pop-up let us add details about the contact behind the deal, the offer's expected value, which pipeline to add it to, and what phase to put it in. Even much better, Pipedrive offered the option of including custom-made fields to the offer details, which would be fantastic for scoring leads and designating top priority to offers. Pipedrive Sync Outlook.
Setting up a totally new deal pipeline was just as easy. You can add as lots of phases as you desire, and Pipedrive enables you to appoint a probability to each phase to show the possibility of a handle the stage closing. (Pipedrive doesn't utilize previous information to immediately compute these possibilities.).
Pipedrive Sync Outlook
Pipedrive CRM: Generating customized reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform includes a default dashboard and 11 premade reports, which on their own will offer a lot of details for numerous small companies. Reports in the dashboard can be reorganized simply by dragging and dropping and filtered by date range or a set of employees.
Creating a brand-new report just took a couple of clicks. Pipedrive deals a set of filters that you can combine with sensible operators to develop a highly specific dataset, which you can then plot onto a number of various chart types. Listed below the charts, you'll discover a summary table with all of the pertinent data and an alternative to export a CSV for additional analysis.
All customized reports can be conserved and organized into folders for fast access later on. Pipedrive Sync Outlook.
Alternatives to Pipedrive CRM
Pipedrive stick out for being very easy to use. For the price, it does not have some innovative features that we've seen in similar CRM software. Pipedrive Sync Outlook.
Among the most significant rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply somewhat more than Pipedrive. Zoho CRM uses unlimited pipelines and dashboards much like Pipedrive, but it also uses unlimited workflow automations with its entry-level plan. It likewise provides e-mail marketing– a crucial function of a detailed CRM– as a standard function.
The disadvantage 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 brand-new tab) discovered that the platform has a high knowing curve. Navigating that curve might be worth it if your business requires to understand how to prioritize deals or wants to utilize email marketing to bring in brand-new leads.
Another Pipedrive option that deserves a look is Apptivo. This platform is unusual in that it provides just a fundamental set of CRM functions, then lets you tailor the software application with lots of apps. That's a major benefit if your company is scaling quickly, because you can quickly add features onto the software as you need them. Pipedrive Sync Outlook.
The only thing missing out on in Apptivo is the capability to drag and drop offers through your pipeline. But that's barely vital, and for the cost– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we think it's a better option for most growing organizations. Pipedrive Sync Outlook.
Pipedrive: Last decision
Pipedrive is among the most easy to use CRM platforms we have actually evaluated. It's easy to browse from the minute you initially open the platform and permits you to simply drag and drop offers as they move through your sales pipeline. It's likewise highly personalized, providing limitless offer pipelines and excellent reporting abilities. Pipedrive Sync Outlook.
While Pipedrive does a great job at assisting your team manage deals and established meetings with potential customers, we found that it's much more minimal in scope and functionality than competing CRM software application. Pipedrive has just the most basic email marketing tools readily 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 means that Pipedrive can work well for businesses that are updating to a CRM for the very first time. It may not be the best alternative 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 since it costs substantially less than Pipedrive and offers much of the exact same functionality. Apptivo's platform, which utilizes apps like foundation, can also better grow with the requirements of your organization. Pipedrive Sync Outlook.