Pipedrive CRM review – Can I Rebrand Pipedrive
We review Pipedrive, an user-friendly CRM that’s got all the basic tools without the premium features or pricetag. Can I Rebrand Pipedrive.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized services. Learn if it’s the best CRM software application solutions( opens in brand-new tab) for your business in our Pipedrive CRM review. Can I Rebrand Pipedrive.
Can I Rebrand Pipedrive
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally easy to use CRM that’s ideal for small companies relying on CRM software application for the very first time. It permits you to develop an endless number of custom-made offer pipelines and move offers through them just by dragging and dropping. The platform likewise uses highly personalized reports, uncomplicated calendar and email integrations, and automated workflows to improve your sales procedure. Can I Rebrand Pipedrive.
While Pipedrive does an excellent task with the tools it has, it’s missing out on a lot of tools that growing businesses require. It does not provide job management tools and there are fairly few email marketing tools. You likewise have to pay additional for web types and chatbots that can assist you create brand-new leads.
In general, we enjoy the experience of using Pipedrive, but we do not believe the platform stands apart in the congested field of CRM software. For approximately half the cost, Apptivo is just as easy to use, offers just as lots of modification options, and consists of email marketing and job management tools. Can I Rebrand Pipedrive.
Pipedrive CRM essential functions
Among the best things about Pipedrive is how simple it is to manage deals. The platform begins you off with a default offer pipeline that should work for most organizations. You can produce an endless number of custom-made deal pipelines, each with as many actions as you need. The deal pipelines are basically kanban boards, enabling you to drag and drop offers from one phase to the next as your sales group makes progress.
Can I Rebrand Pipedrive
Pipedrive includes a built-in calendar for quickly scheduling conferences and tasks. 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 client by designating specific times that you’re readily available. Helpfully, upcoming conferences are shown in your offer pipelines by a series of icons.
Pipedrive deals a brand-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 expenses $39 each month. It consists of basic web types that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster likewise comes with a web scraping tool that can assist you find prospective clients from a database of more than 400 million online profiles. Can I Rebrand Pipedrive.
The reporting interface in Pipedrive is another emphasize of this platform. You can produce a limitless variety of customized reporting control panels and lots 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 team remain on top offers. The software application comes with more than 30 workflow design templates that can instantly move offers through your pipeline, schedule conferences, or trigger e-mails. You can likewise produce your own workflows using an uncomplicated visual editing interface. Can I Rebrand Pipedrive.
Pipedrive CRM: What’s new?
Pipedrive has been busy making updates to its platform given that we last evaluated this CRM. It just recently added combinations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Can I Rebrand Pipedrive.
Pipedrive likewise added two-factor authentication and offered users the capability to group custom reports within the reporting dashboard.
Can I Rebrand Pipedrive
Pipedrive CRM: Pricing
Pipedrive offers 4 pricing strategies: Necessary, Advanced, Specialist, and Business. All strategies include unlimited deal pipelines, contacts and customizable reports.
Pipedrive CRM Essential Plan
The Essential strategy has just restricted activity management features and doesn’t include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy adds automation, but lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Expert strategy enables you to arrange your sales workers into groups, supplies more detailed reporting options, and uses customized report fields.
Pipedrive CRM Enterprise Strategy
The Business plan comes with phone assistance (in addition to live chat, offered on all strategies) and security alerts.
Plans can be paid monthly, or annually for a discount rate. You can check out Pipedrive free of charge for 2 week before purchasing 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 freedom the custom-made pipelines and control panels manage. Can I Rebrand Pipedrive.
Pipedrive CRM: Adding deals
We started operating in Pipedrive by developing a set of deals. The procedure was incredibly simple, since you can include deals right from inside your deal pipeline instead of requiring to very first navigate to the relevant contact.
A pop-up let us add information about the contact behind the offer, the deal’s expected worth, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive provided the alternative of adding custom-made fields to the offer information, which would be fantastic for scoring leads and appointing concern to offers. Can I Rebrand Pipedrive.
Setting up a totally new deal pipeline was just as easy. You can include as numerous stages as you desire, and Pipedrive allows you to assign a likelihood to each stage to suggest the probability of a handle the stage closing. (Pipedrive doesn’t utilize previous data to automatically determine these probabilities.).
Can I Rebrand Pipedrive
Pipedrive CRM: Generating custom reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default dashboard and 11 premade reports, which by themselves will offer plenty of details for numerous 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 new report only took a few clicks. Pipedrive deals a set of filters that you can combine with logical operators to create an extremely specific dataset, which you can then plot onto numerous different chart types. Listed below the charts, you’ll discover a summary table with all of the relevant data and an alternative to export a CSV for additional analysis.
All customized reports can be saved and grouped into folders for quick gain access to later. Can I Rebrand Pipedrive.
Alternatives to Pipedrive CRM
Pipedrive stick out for being very easy to use. Nevertheless, for the rate, it does not have some sophisticated functions that we’ve seen in equivalent CRM software. Can I Rebrand Pipedrive.
One of the most significant competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just a little more than Pipedrive. Zoho CRM uses unrestricted pipelines and dashboards much like Pipedrive, however it likewise uses unlimited workflow automations with its entry-level plan. It also provides e-mail marketing– a critical function of a thorough CRM– as a basic function.
The drawback to Zoho CRM is that its feature-rich 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) discovered that the platform has a high knowing curve. Nevertheless, navigating that curve may deserve it if your business needs to understand how to focus on deals or wants to use e-mail marketing to bring in brand-new leads.
Another Pipedrive option that deserves a look is Apptivo. This platform is unusual because it supplies 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 company is scaling quickly, considering that you can easily add functions onto the software application as you need them. Can I Rebrand Pipedrive.
The only thing missing in Apptivo is the capability to drag and drop deals through your pipeline. That’s hardly essential, and for the price– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a better option for most growing businesses. Can I Rebrand Pipedrive.
Pipedrive: Last verdict
Pipedrive is one of the most user-friendly CRM platforms we have actually evaluated. It’s easy to navigate from the moment you initially open the platform and allows you to merely drag and drop deals as they move through your sales pipeline. It’s likewise highly personalized, providing unrestricted offer pipelines and excellent reporting abilities. Can I Rebrand Pipedrive.
While Pipedrive does a terrific task at assisting your group handle offers and established conferences with possible customers, we discovered that it’s much more restricted in scope and performance than completing CRM software. Pipedrive has only the most standard e-mail marketing tools readily available and doesn’t provide any features for project management. In addition, lead generation functions like web types and chatbots need a paid add-on.
Ultimately, that suggests that Pipedrive can work well for services that are upgrading to a CRM for the very first time. It might not be the finest option for companies that are looking for a thorough, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are better options. Apptivo in particular sticks out since it costs substantially less than Pipedrive and uses much of the exact same performance. Apptivo’s platform, which utilizes apps like building blocks, can also much better grow with the requirements of your company. Can I Rebrand Pipedrive.