Pipedrive CRM evaluation – Connect Pipedrive To Microsoft Lynx
We review Pipedrive, an easy to use CRM that’s got all the standard tools without the premium functions or pricetag. Connect Pipedrive To Microsoft Lynx.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized organizations. Find out if it’s the best CRM software application options( opens in new tab) for your business in our Pipedrive CRM review. Connect Pipedrive To Microsoft Lynx.
Connect Pipedrive To Microsoft Lynx
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally user-friendly CRM that’s perfect for small businesses relying on CRM software application for the very first time. It permits you to construct a limitless variety of custom offer pipelines and move offers through them just by dragging and dropping. The platform likewise uses highly personalized reports, simple calendar and e-mail integrations, and automated workflows to enhance your sales procedure. Connect Pipedrive To Microsoft Lynx.
While Pipedrive does a terrific job with the tools it has, it’s missing a lot of tools that growing services require. It doesn’t provide job management tools and there are fairly couple of email marketing tools. You likewise have to pay additional for web kinds and chatbots that can assist you generate brand-new leads.
Overall, we delight in the experience of using Pipedrive, however we don’t believe the platform sticks out in the crowded field of CRM software application. For approximately half the price, Apptivo is just as easy to use, offers just as many customization choices, and consists of e-mail marketing and job management tools. Connect Pipedrive To Microsoft Lynx.
Pipedrive CRM crucial features
One of the best things about Pipedrive is how easy it is to manage offers. The platform begins you off with a default deal pipeline that ought to work for the majority of organizations. Alternatively, you can create an unrestricted number of customized deal pipelines, each with as numerous steps as you need. The offer pipelines are basically kanban boards, permitting you to drag and drop offers from one phase to the next as your sales team makes progress.
Connect Pipedrive To Microsoft Lynx
Pipedrive includes an integrated calendar for quickly setting up conferences and tasks. If you use Outlook or Google Calendar, you can set up automatic 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 readily available. Helpfully, upcoming conferences are displayed in your deal pipelines by a series of icons.
Pipedrive deals 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 plans that costs $39 monthly. It includes simple web types that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can assist you find possible clients from a database of more than 400 million online profiles. Connect Pipedrive To Microsoft Lynx.
The reporting interface in Pipedrive is another emphasize of this platform. You can develop an unlimited variety of customized reporting control panels and dozens of customized reports. All information can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to help your sales group stay on top deals. The software application includes more than 30 workflow templates that can immediately move offers through your pipeline, schedule conferences, or activate emails. You can also produce your own workflows using a simple visual editing user interface. Connect Pipedrive To Microsoft Lynx.
Pipedrive CRM: What’s new?
Pipedrive has actually been busy making updates to its platform given that we last examined this CRM. It just recently added integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Connect Pipedrive To Microsoft Lynx.
Pipedrive also added two-factor authentication and offered users the capability to group custom-made reports within the reporting control panel.
Connect Pipedrive To Microsoft Lynx
Pipedrive CRM: Rates
Pipedrive deals 4 rates plans: Important, Advanced, Expert, and Enterprise. All plans include unrestricted offer pipelines, contacts and personalized reports.
Pipedrive CRM Important Plan
The Important plan has only limited activity management features and doesn’t 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 Professional Strategy
The Professional strategy enables you to arrange your sales employees into groups, offers more in-depth reporting alternatives, and uses customized report fields.
Pipedrive CRM Business Plan
The Business strategy comes with phone assistance (in addition to live chat, readily available on all plans) and security alerts.
Plans can be paid monthly, or each year for a discount. You can try Pipedrive totally free for 2 week before purchasing a strategy.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to utilize and just how much leeway the customized pipelines and dashboards afford. Connect Pipedrive To Microsoft Lynx.
Pipedrive CRM: Adding offers
We began working in Pipedrive by creating a set of offers. The procedure was incredibly simple, because you can include offers right from inside your offer pipeline instead of requiring to very first browse to the relevant contact.
A pop-up let us include information about the contact behind the offer, the deal’s expected worth, 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 details, which would be terrific for scoring leads and designating priority to offers. Connect Pipedrive To Microsoft Lynx.
Setting up an entirely new deal pipeline was just as easy. You can add as many phases as you want, and Pipedrive enables you to assign a possibility to each phase to suggest the likelihood of a deal in the stage closing. (Pipedrive does not utilize past information to automatically determine these possibilities.).
Connect Pipedrive To Microsoft Lynx
Pipedrive CRM: Getting custom-made 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 use a lot of information for many small companies. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date variety or a set of employees.
Producing a brand-new report just took a few clicks. Pipedrive deals a set of filters that you can integrate with rational operators to produce an extremely particular dataset, which you can then plot onto several different chart types. Listed below the charts, you’ll find a summary table with all of the relevant information and an alternative to export a CSV for further analysis.
All custom-made reports can be saved and grouped into folders for quick access later on. Connect Pipedrive To Microsoft Lynx.
Alternatives to Pipedrive CRM
Pipedrive stick out for being extremely easy to use. For the price, it does not have some sophisticated functions that we have actually seen in equivalent CRM software. Connect Pipedrive To Microsoft Lynx.
One of the most significant competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just somewhat more than Pipedrive. Zoho CRM uses unlimited pipelines and dashboards just like Pipedrive, but it likewise provides unrestricted workflow automations with its entry-level plan. It also offers e-mail marketing– a critical function of an extensive CRM– as a standard feature.
The drawback to Zoho CRM is that its feature-rich interface isn’t easy to use, particularly if you’re diving into CRM software application for the very first time. Our Zoho CRM evaluation( opens in brand-new tab) discovered that the platform has a steep knowing curve. However, browsing that curve might be worth it if your business needs to know how to prioritize offers or wishes 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 supplies just a fundamental set of CRM functions, then lets you personalize the software with dozens of apps. That’s a significant benefit if your company is scaling quickly, because you can quickly include functions onto the software application as you require them. Connect Pipedrive To Microsoft Lynx.
The only thing missing in Apptivo is the ability to drag and drop offers through your pipeline. That’s barely vital, and for the price– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better option for many growing companies. Connect Pipedrive To Microsoft Lynx.
Pipedrive: Final decision
Pipedrive is one of the most easy to use CRM platforms we have actually evaluated. It’s simple to navigate from the moment you initially open the platform and enables you to merely drag and drop offers as they move through your sales pipeline. It’s also highly adjustable, providing limitless offer pipelines and outstanding reporting capabilities. Connect Pipedrive To Microsoft Lynx.
While Pipedrive does a fantastic task at helping your group manage deals and established meetings with potential customers, we discovered that it’s a lot more limited in scope and functionality than contending CRM software. Pipedrive has just one of the most standard e-mail marketing tools offered and doesn’t use any functions for job management. In addition, lead generation features like web types and chatbots require a paid add-on.
Ultimately, that means that Pipedrive can work well for companies that are upgrading to a CRM for the very first time. It may not be the best option for services that are looking for a detailed, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are much better alternatives. Apptivo in particular sticks out since it costs significantly less than Pipedrive and uses much of the very same performance. Apptivo’s platform, which utilizes apps like building blocks, can also better grow with the needs of your company. Connect Pipedrive To Microsoft Lynx.