Pipedrive CRM review – Pipedrive Calendar Sync
We evaluate Pipedrive, an easy to use CRM that’s got all the fundamental tools without the premium functions or pricetag. Pipedrive Calendar Sync.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized businesses. Find out if it’s the very best CRM software solutions( opens in brand-new tab) for your company in our Pipedrive CRM review. Pipedrive Calendar Sync.
Pipedrive Calendar Sync
Pipedrive CRM review: Snapshot
Pipedrive is a very user-friendly CRM that’s perfect for small companies relying on CRM software for the first time. It enables you to develop an unlimited number of custom deal pipelines and move offers through them just by dragging and dropping. The platform also uses highly customizable reports, uncomplicated calendar and e-mail integrations, and automated workflows to enhance your sales process. Pipedrive Calendar Sync.
While Pipedrive does an excellent task with the tools it has, it’s missing out on a great deal of tools that growing businesses need. It does not use project management tools and there are relatively few e-mail marketing tools. You also need to pay additional for web forms and chatbots that can assist you generate new leads.
Overall, we take pleasure in the experience of using Pipedrive, but we don’t think the platform stands apart in the crowded field of CRM software. For approximately half the rate, Apptivo is just as easy to use, offers just as numerous customization alternatives, and includes e-mail marketing and task management tools. Pipedrive Calendar Sync.
Pipedrive CRM crucial functions
Among the best aspects of Pipedrive is how simple it is to handle offers. The platform begins you off with a default offer pipeline that should work for a lot of businesses. Alternatively, you can create an unrestricted variety of customized deal pipelines, each with as lots of actions as you require. The deal pipelines are basically kanban boards, permitting you to drag and drop offers from one stage to the next as your sales team makes progress.
Pipedrive Calendar Sync
Pipedrive consists of an integrated calendar for easily scheduling conferences and jobs. If you utilize Outlook or Google Calendar, you can set up automated two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose meeting times to a customer by designating specific times that you’re offered. Helpfully, upcoming conferences are displayed in your offer pipelines by a series of icons.
Pipedrive offers a brand-new suite of tools called Leadbooster to help you find brand-new leads. This is a paid add-on to any of Pipedrive’s plans that costs $39 each month. It consists of simple web kinds that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can assist you discover potential customers from a database of more than 400 million online profiles. Pipedrive Calendar Sync.
The reporting interface in Pipedrive is another emphasize of this platform. You can develop an endless variety of custom-made reporting dashboards and lots of customized reports. All information can be exported to Excel with a click if you desire a lot more analytical power.
Pipedrive supports automated workflows to assist your sales group stay on leading offers. The software application comes with more than 30 workflow design templates that can instantly move deals through your pipeline, schedule meetings, or activate e-mails. You can likewise produce your own workflows utilizing a simple visual editing interface. Pipedrive Calendar Sync.
Pipedrive CRM: What’s brand-new?
Pipedrive has actually been busy making updates to its platform since we last examined this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Calendar Sync.
Pipedrive likewise added two-factor authentication and offered users the capability to group custom reports within the reporting control panel.
Pipedrive Calendar Sync
Pipedrive CRM: Prices
Pipedrive deals four rates strategies: Essential, Advanced, Expert, and Business. All plans include unrestricted deal pipelines, contacts and adjustable reports.
Pipedrive CRM Essential Strategy
The Vital plan has only minimal activity management features and does not include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, but lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Expert plan enables you to arrange your sales employees into groups, offers more comprehensive reporting alternatives, and uses custom-made report fields.
Pipedrive CRM Enterprise Plan
The Business strategy features phone assistance (in addition to live chat, offered on all strategies) and security alerts.
Strategies can be paid monthly, or each year for a discount. You can try out Pipedrive free of charge for 2 week before purchasing a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to utilize and just how much leeway the customized pipelines and control panels afford. Pipedrive Calendar Sync.
Pipedrive CRM: Adding deals
We began working in Pipedrive by developing a set of offers. The procedure was extremely simple, since you can add offers right from inside your deal pipeline instead of requiring to first browse to the relevant contact.
A pop-up let us include information about the contact behind the deal, the offer’s anticipated worth, which pipeline to include it to, and what phase to put it in. Even much better, Pipedrive offered the alternative of adding custom fields to the offer details, which would be excellent for scoring leads and designating concern to deals. Pipedrive Calendar Sync.
Establishing a completely new deal pipeline was just as simple. You can add as lots of phases as you desire, and Pipedrive enables you to assign a probability to each stage to suggest the possibility of a handle the stage closing. (Pipedrive does not utilize past information to automatically compute these possibilities.).
Pipedrive Calendar Sync
Pipedrive CRM: Generating custom-made reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform includes a default dashboard and 11 premade reports, which by themselves will provide lots of information for lots of small businesses. Reports in the dashboard can be rearranged simply by dragging and dropping and filtered by date range or a set of workers.
Developing a brand-new report just took a couple of clicks. Pipedrive deals a set of filters that you can combine with logical operators to produce a highly particular dataset, which you can then plot onto numerous various chart types. Listed below the charts, you’ll find a summary table with all of the pertinent information and a choice to export a CSV for further analysis.
All custom reports can be conserved and organized into folders for fast gain access to later on. Pipedrive Calendar Sync.
Alternatives to Pipedrive CRM
Pipedrive stands out for being exceptionally easy to use. For the cost, it lacks some innovative functions that we have actually seen in similar CRM software. Pipedrive Calendar Sync.
Among the most significant competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just a little more than Pipedrive. Zoho CRM uses limitless pipelines and dashboards much like Pipedrive, however it likewise offers unlimited workflow automations with its entry-level plan. It likewise offers email marketing– a crucial function of a detailed CRM– as a standard feature.
The disadvantage to Zoho CRM is that its feature-rich interface isn’t easy to use, specifically if you’re diving into CRM software application for the first time. Our Zoho CRM review( opens in brand-new tab) found that the platform has a high learning curve. Nevertheless, browsing that curve may be worth it if your organization needs to understand how to focus on deals or wants to use email marketing to generate brand-new leads.
Another Pipedrive option 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 with lots of apps. That’s a major advantage if your company is scaling rapidly, because you can quickly add functions onto the software application as you require them. Pipedrive Calendar Sync.
The only thing missing in Apptivo is the ability to drag and drop deals through your pipeline. That’s hardly 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 choice for many growing organizations. Pipedrive Calendar Sync.
Pipedrive: Last decision
Pipedrive is one of the most easy to use CRM platforms we have actually evaluated. It’s simple to navigate from the minute you first open the platform and allows you to just drag and drop offers as they move through your sales pipeline. It’s likewise highly adjustable, providing unrestricted offer pipelines and excellent reporting abilities. Pipedrive Calendar Sync.
While Pipedrive does a terrific job at assisting your group handle deals and set up conferences with possible clients, we found that it’s a lot more limited in scope and functionality than competing CRM software application. Pipedrive has just the most standard email marketing tools available and does not provide any features for task management. In addition, list building features like web forms and chatbots need a paid add-on.
Ultimately, that implies that Pipedrive can work well for businesses that are upgrading to a CRM for the first time. It may not be the best alternative for companies that are looking for an extensive, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular stands out because it costs considerably less than Pipedrive and provides much of the exact same functionality. Apptivo’s platform, which utilizes apps like building blocks, can likewise much better grow with the requirements of your company. Pipedrive Calendar Sync.