Pipedrive CRM evaluation – Best Free Pipedrive Apps 2018
We examine Pipedrive, an user-friendly CRM that’s got all the fundamental tools without the premium functions or pricetag. Best Free Pipedrive Apps 2018.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized organizations. Find out if it’s the best CRM software application options( opens in brand-new tab) for your business in our Pipedrive CRM review. Best Free Pipedrive Apps 2018.
Best Free Pipedrive Apps 2018
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely user-friendly CRM that’s perfect for small companies relying on CRM software application for the very first time. It enables you to develop an unlimited number of custom offer pipelines and move offers through them simply by dragging and dropping. The platform likewise offers extremely adjustable reports, simple calendar and email integrations, and automated workflows to improve your sales process. Best Free Pipedrive Apps 2018.
While Pipedrive does a terrific task with the tools it has, it’s missing out on a great deal of tools that growing organizations require. It doesn’t provide project management tools and there are fairly few e-mail marketing tools. You also have to pay extra for web types and chatbots that can help you create brand-new leads.
Overall, we enjoy the experience of using Pipedrive, but we do not think the platform stands out in the crowded field of CRM software. For approximately half the price, Apptivo is just as easy to use, provides just as numerous personalization options, and consists of e-mail marketing and project management tools. Best Free Pipedrive Apps 2018.
Pipedrive CRM essential features
Among the very best aspects of Pipedrive is how easy it is to handle deals. The platform begins you off with a default deal pipeline that need to work for a lot of services. You can create an unrestricted number of custom-made offer pipelines, each with as many steps as you require. The deal pipelines are essentially kanban boards, allowing you to drag and drop deals from one phase to the next as your sales team makes progress.
Best Free Pipedrive Apps 2018
Pipedrive includes a built-in calendar for quickly arranging meetings and jobs. If you utilize Outlook or Google Calendar, you can set up automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose meeting times to a customer by designating particular times that you’re readily available. Helpfully, upcoming meetings are displayed in your deal pipelines by a series of icons.
Pipedrive offers 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 plans that expenses $39 monthly. It includes basic web types that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster likewise comes with a web scraping tool that can help you discover prospective customers from a database of more than 400 million online profiles. Best Free Pipedrive Apps 2018.
The reporting interface in Pipedrive is another highlight of this platform. You can create an unrestricted number of custom reporting control panels 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 assist your sales team stay on leading offers. The software comes with more than 30 workflow templates that can instantly move offers through your pipeline, schedule meetings, or trigger emails. You can also create your own workflows using an uncomplicated visual editing user interface. Best Free Pipedrive Apps 2018.
Pipedrive CRM: What’s brand-new?
Pipedrive has been busy making updates to its platform given that we last evaluated this CRM. It just recently included integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Best Free Pipedrive Apps 2018.
Pipedrive also added two-factor authentication and gave users the ability to group customized reports within the reporting control panel.
Best Free Pipedrive Apps 2018
Pipedrive CRM: Prices
Pipedrive deals four pricing strategies: Necessary, Advanced, Specialist, and Enterprise. All plans include endless offer pipelines, contacts and adjustable reports.
Pipedrive CRM Vital Strategy
The Essential plan has just minimal activity management features and does not include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, however lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Strategy
The Expert plan enables you to organize your sales workers into groups, provides more detailed reporting options, and provides custom report fields.
Pipedrive CRM Enterprise Strategy
The Business strategy comes with phone assistance (in addition to live chat, readily available on all strategies) and security alerts.
Strategies can be paid monthly, or annually for a discount rate. You can try Pipedrive free of charge for 2 week prior to buying a strategy.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to utilize and how much freedom the customized pipelines and dashboards pay for. Best Free Pipedrive Apps 2018.
Pipedrive CRM: Adding offers
We started working in Pipedrive by developing a set of offers. The procedure was exceptionally easy, given that you can include deals right from inside your offer pipeline instead of needing to first browse to the appropriate contact.
A pop-up let us include 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 provided the choice of adding custom fields to the deal details, which would be great for scoring leads and designating priority to offers. Best Free Pipedrive Apps 2018.
Establishing a completely new deal pipeline was just as simple. You can include as numerous phases as you desire, and Pipedrive enables you to designate a likelihood to each phase to indicate the likelihood of a handle the stage closing. (Pipedrive does not use previous information to automatically calculate these likelihoods.).
Best Free Pipedrive Apps 2018
Pipedrive CRM: Generating customized reports
Navigating the reporting module within Pipedrive was just as straightforward. The platform consists of a default dashboard and 11 premade reports, which on their own will use plenty of information for lots of small businesses. Reports in the control panel can be reorganized simply by dragging and dropping and filtered by date range or a set of workers.
Developing a new report just took a couple of clicks. Pipedrive deals a set of filters that you can combine with rational operators to produce a highly specific dataset, which you can then outline onto numerous various chart types. Below the charts, you’ll find a summary table with all of the pertinent information and an alternative to export a CSV for more analysis.
All custom reports can be conserved and organized into folders for quick gain access to later on. Best Free Pipedrive Apps 2018.
Alternatives to Pipedrive CRM
Pipedrive stick out for being very easy to use. For the price, it does not have some advanced functions that we have actually seen in comparable CRM software application. Best Free Pipedrive Apps 2018.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just somewhat more than Pipedrive. Zoho CRM uses endless pipelines and control panels much like Pipedrive, however it also provides endless workflow automations with its entry-level strategy. It also offers e-mail marketing– a crucial function of a comprehensive CRM– as a standard feature.
The disadvantage to Zoho CRM is that its feature-rich user interface isn’t easy to use, especially if you’re diving into CRM software for the very first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a high learning curve. Navigating that curve might be worth it if your business requires to know how to focus on offers or desires to utilize email marketing to bring in new leads.
Another Pipedrive alternative that deserves an appearance is Apptivo. This platform is unusual because it offers only a basic set of CRM functions, then lets you customize the software application with dozens of apps. That’s a significant advantage if your business is scaling rapidly, since you can quickly add functions onto the software as you require them. Best Free Pipedrive Apps 2018.
The only thing missing in Apptivo is the capability to drag and drop offers through your pipeline. However that’s hardly necessary, and for the price– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a much better choice for a lot of growing businesses. Best Free Pipedrive Apps 2018.
Pipedrive: Final verdict
Pipedrive is among the most user-friendly CRM platforms we have actually evaluated. It’s simple to navigate from the moment you initially open the platform and allows you to just drag and drop deals as they move through your sales pipeline. It’s likewise highly personalized, offering unrestricted offer pipelines and exceptional reporting abilities. Best Free Pipedrive Apps 2018.
While Pipedrive does a fantastic task at assisting your team manage offers and established meetings with potential clients, we found that it’s much more restricted in scope and functionality than completing CRM software. Pipedrive has only one of the most standard e-mail marketing tools readily available and does not offer any features for job management. In addition, list building functions like web forms and chatbots require a paid add-on.
Ultimately, that indicates that Pipedrive can work well for organizations that are updating to a CRM for the very first time. Nevertheless, it may not be the best choice for organizations that are searching for an extensive, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular stands out due to the fact that it costs considerably less than Pipedrive and uses much of the same functionality. Apptivo’s platform, which utilizes apps like foundation, can likewise better grow with the needs of your service. Best Free Pipedrive Apps 2018.