Pipedrive CRM evaluation – Office 365 Pipedrive Sync
We evaluate Pipedrive, an easy to use CRM that’s got all the standard tools without the premium features or pricetag. Office 365 Pipedrive Sync.
Pipedrive( opens in brand-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 services( opens in new tab) for your business in our Pipedrive CRM review. Office 365 Pipedrive Sync.
Office 365 Pipedrive Sync
Pipedrive CRM evaluation: Snapshot
Pipedrive is an incredibly user-friendly CRM that’s ideal for small businesses relying on CRM software application for the first time. It permits you to construct an unrestricted number of custom deal pipelines and move offers through them simply by dragging and dropping. The platform likewise provides highly personalized reports, uncomplicated calendar and e-mail combinations, and automated workflows to improve your sales process. Office 365 Pipedrive Sync.
While Pipedrive does a terrific task with the tools it has, it’s missing out on a great deal of tools that growing services require. It does not use job management tools and there are reasonably couple of email marketing tools. You also have to pay extra for web forms and chatbots that can help you generate brand-new leads.
In general, we take pleasure in the experience of using Pipedrive, but we do not believe the platform stands out in the congested field of CRM software. For roughly half the price, Apptivo is just as easy to use, provides just as many modification alternatives, and consists of e-mail marketing and task management tools. Office 365 Pipedrive Sync.
Pipedrive CRM crucial functions
Among the best aspects of Pipedrive is how simple it is to manage offers. The platform starts you off with a default offer pipeline that need to work for most companies. Additionally, you can create an endless number of customized offer pipelines, each with as lots of actions as you need. The offer pipelines are essentially kanban boards, allowing you to drag and drop deals from one stage to the next as your sales team makes progress.
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Pipedrive includes a built-in calendar for quickly setting up conferences and tasks. If you use Outlook or Google Calendar, you can establish 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 readily available. Helpfully, upcoming conferences 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 each month. It consists of easy web forms 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 potential customers from a database of more than 400 million online profiles. Office 365 Pipedrive Sync.
The reporting interface in Pipedrive is another highlight of this platform. You can develop a limitless number of customized reporting dashboards and lots of custom-made 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 group stay on leading offers. The software application features more than 30 workflow design templates that can immediately move offers through your pipeline, schedule conferences, or set off e-mails. You can likewise produce your own workflows utilizing a straightforward visual editing interface. Office 365 Pipedrive Sync.
Pipedrive CRM: What’s new?
Pipedrive has been hectic making updates to its platform since we last examined this CRM. It recently included integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Office 365 Pipedrive Sync.
Pipedrive also included two-factor authentication and gave users the capability to group custom reports within the reporting control panel.
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Pipedrive CRM: Prices
Pipedrive offers four rates plans: Essential, Advanced, Professional, and Enterprise. All strategies consist of unlimited offer pipelines, contacts and adjustable reports.
Pipedrive CRM Essential Strategy
The Important plan has just minimal activity management features and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy adds automation, however lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Specialist strategy enables you to organize your sales employees into groups, supplies more in-depth reporting choices, and provides custom-made report fields.
Pipedrive CRM Business Plan
The Business plan includes phone support (in addition to live chat, available on all plans) and security notifies.
Strategies can be paid monthly, or annually for a discount rate. You can check out Pipedrive totally free for 2 week before acquiring a strategy.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to use and how much freedom the customized pipelines and control panels manage. Office 365 Pipedrive Sync.
Pipedrive CRM: Including deals
We started operating in Pipedrive by creating a set of deals. The procedure was incredibly basic, considering that you can include deals right from inside your offer pipeline instead of needing to very first navigate to the relevant contact.
A pop-up let us add information about the contact behind the offer, the offer’s expected value, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive offered the choice of adding customized fields to the offer details, which would be excellent for scoring leads and assigning top priority to deals. Office 365 Pipedrive Sync.
Establishing an entirely new deal pipeline was just as simple. You can add as many phases as you want, and Pipedrive enables you to assign a likelihood to each phase to suggest the possibility of a deal in the stage closing. (Pipedrive doesn’t use previous information to automatically calculate these possibilities.).
Office 365 Pipedrive Sync
Pipedrive CRM: Generating custom-made reports
Navigating the reporting module within Pipedrive was just as simple. The platform includes a default control panel and 11 premade reports, which by themselves will use 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 workers.
Developing a new report only took a few clicks. Pipedrive offers a set of filters that you can integrate with sensible operators to create a highly specific dataset, which you can then plot onto a number of various chart types. Below the charts, you’ll discover a summary table with all of the pertinent data and a choice to export a CSV for additional analysis.
All customized reports can be saved and grouped into folders for fast access later. Office 365 Pipedrive Sync.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being very easy to use. For the rate, it does not have some sophisticated functions that we have actually seen in comparable CRM software application. Office 365 Pipedrive Sync.
One of the most noteworthy competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply slightly more than Pipedrive. Zoho CRM offers unlimited pipelines and dashboards much like Pipedrive, but it likewise uses unrestricted workflow automations with its entry-level strategy. It likewise offers email marketing– an important function of a comprehensive CRM– as a basic function.
The disadvantage to Zoho CRM is that its feature-rich user interface isn’t easy to use, specifically if you’re diving into CRM software application for the very first time. Our Zoho CRM evaluation( opens in new tab) discovered that the platform has a high knowing curve. Nevertheless, navigating that curve may be worth it if your company requires to understand how to focus on offers or wants to utilize email marketing to generate brand-new leads.
Another Pipedrive option that’s worth a look is Apptivo. This platform is unusual because it offers only a fundamental set of CRM functions, then lets you personalize the software application with lots of apps. That’s a significant benefit if your company is scaling rapidly, considering that you can quickly add features onto the software as you need them. Office 365 Pipedrive Sync.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. But that’s barely important, and for the cost– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a much better choice for the majority of growing companies. Office 365 Pipedrive Sync.
Pipedrive: Last verdict
Pipedrive is one of the most easy to use CRM platforms we’ve checked. It’s simple to browse from the minute you initially open the platform and permits you to merely drag and drop offers as they move through your sales pipeline. It’s likewise highly personalized, offering unrestricted deal pipelines and outstanding reporting capabilities. Office 365 Pipedrive Sync.
While Pipedrive does a terrific task at helping your group manage offers and established meetings with prospective clients, we discovered that it’s much more restricted in scope and functionality than completing CRM software. Pipedrive has just the most basic e-mail marketing tools offered and doesn’t offer any functions for project management. In addition, list building functions like web kinds and chatbots need a paid add-on.
Eventually, that implies that Pipedrive can work well for services that are upgrading to a CRM for the first time. It may not be the best choice for businesses that are looking for a thorough, scalable CRM option.
For that, we believe Zoho CRM or Apptivo are much better options. Apptivo in particular stands out because it costs considerably less than Pipedrive and uses much of the same functionality. Apptivo’s platform, which utilizes apps like foundation, can also much better grow with the requirements of your organization. Office 365 Pipedrive Sync.