Pipedrive CRM review – Pipedrive For Real Estate Agents
We evaluate Pipedrive, an easy to use CRM that’s got all the standard tools without the premium features or pricetag. Pipedrive For Real Estate Agents.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized businesses. Find out if it’s the best CRM software application services( opens in brand-new tab) for your business in our Pipedrive CRM review. Pipedrive For Real Estate Agents.
Pipedrive For Real Estate Agents
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 endless number of customized deal pipelines and move deals through them simply by dragging and dropping. The platform likewise uses highly customizable reports, simple calendar and email integrations, and automated workflows to streamline your sales process. Pipedrive For Real Estate Agents.
While Pipedrive does a great job with the tools it has, it’s missing out on a lot of tools that growing businesses require. It doesn’t provide job management tools and there are fairly few email marketing tools. You also have to pay extra for web types and chatbots that can assist you create new leads.
In general, we take pleasure in the experience of using Pipedrive, but we do not believe the platform sticks out in the crowded field of CRM software. For approximately half the cost, Apptivo is just as easy to use, provides just as many customization choices, and consists of e-mail marketing and task management tools. Pipedrive For Real Estate Agents.
Pipedrive CRM key functions
One of the very best features of Pipedrive is how easy it is to manage deals. The platform begins you off with a default offer pipeline that ought to work for most businesses. Additionally, you can develop an unrestricted number of customized offer pipelines, each with as numerous steps 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.
Pipedrive For Real Estate Agents
Pipedrive includes an integrated calendar for quickly setting up meetings 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 enables you to propose conference times to a customer by designating specific times that you’re 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 assist you find new leads. This is a paid add-on to any of Pipedrive’s strategies that expenses $39 each month. It includes basic web types that you can embed in your website in addition to a live chat module with an optional chatbot. Leadbooster likewise includes a web scraping tool that can help you discover potential clients from a database of more than 400 million online profiles. Pipedrive For Real Estate Agents.
The reporting interface in Pipedrive is another emphasize of this platform. You can produce an endless variety of custom reporting dashboards and dozens of custom-made reports. All data can be exported to Excel with a click if you desire much more analytical power.
Pipedrive supports automated workflows to assist your sales group stay on leading deals. The software application comes with more than 30 workflow templates that can instantly move offers through your pipeline, schedule meetings, or set off e-mails. You can likewise create your own workflows using a simple visual modifying user interface. Pipedrive For Real Estate Agents.
Pipedrive CRM: What’s new?
Pipedrive has been hectic 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. Pipedrive For Real Estate Agents.
Pipedrive likewise added two-factor authentication and provided users the ability to group customized reports within the reporting control panel.
Pipedrive For Real Estate Agents
Pipedrive CRM: Prices
Pipedrive deals 4 rates strategies: Essential, Advanced, Expert, and Business. All plans consist of unrestricted deal pipelines, contacts and customizable reports.
Pipedrive CRM Important Strategy
The Vital strategy has only restricted activity management functions and doesn’t include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, however does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Strategy
The Expert strategy enables you to organize your sales employees into teams, offers more comprehensive reporting alternatives, and provides customized report fields.
Pipedrive CRM Enterprise Strategy
The Business plan features phone support (in addition to live chat, readily available on all plans) and security signals.
Strategies can be paid monthly, or each year for a discount. You can try out Pipedrive free of charge for 14 days prior to acquiring a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to use and how much freedom the custom-made pipelines and dashboards pay for. Pipedrive For Real Estate Agents.
Pipedrive CRM: Adding offers
We began operating in Pipedrive by producing a set of deals. The process was incredibly simple, because you can add offers right from inside your deal pipeline instead of requiring to very first browse to the appropriate contact.
A pop-up let us include details about the contact behind the offer, the offer’s anticipated worth, which pipeline to include it to, and what stage to put it in. Even better, Pipedrive provided the choice of including custom fields to the deal information, which would be great for scoring leads and assigning concern to offers. Pipedrive For Real Estate Agents.
Setting up a totally new deal pipeline was just as easy. You can add as many phases as you desire, and Pipedrive enables you to designate a likelihood to each phase to show the probability of a handle the stage closing. (Pipedrive does not utilize past information to automatically calculate these possibilities.).
Pipedrive For Real Estate Agents
Pipedrive CRM: Getting customized 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 provide plenty of information for numerous small businesses. Reports in the dashboard can be rearranged just by dragging and dropping and filtered by date range or a set of staff members.
Producing a new report just took a few clicks. Pipedrive offers a set of filters that you can combine with rational operators to develop a highly 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 pertinent information and an option to export a CSV for additional analysis.
All custom-made reports can be conserved and grouped into folders for quick gain access to later on. Pipedrive For Real Estate Agents.
Alternatives to Pipedrive CRM
Pipedrive stands out for being incredibly easy to use. However, for the price, it does not have some sophisticated features that we have actually seen in similar CRM software. Pipedrive For Real Estate Agents.
Among the most notable rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just slightly more than Pipedrive. Zoho CRM provides unlimited pipelines and dashboards just like Pipedrive, but it also offers limitless workflow automations with its entry-level plan. It also uses email marketing– an important function of a detailed CRM– as a standard function.
The drawback to Zoho CRM is that its feature-rich user interface isn’t easy to use, specifically if you’re diving into CRM software for the first time. Our Zoho CRM evaluation( opens in brand-new tab) discovered that the platform has a steep learning curve. Browsing that curve may be worth it if your company needs to know how to prioritize deals or wants to use email marketing to bring in new leads.
Another Pipedrive alternative that’s worth an appearance is Apptivo. This platform is unusual in that it supplies only a standard set of CRM functions, then lets you personalize the software with lots of apps. That’s a major benefit if your company is scaling quickly, since you can easily include functions onto the software as you need them. Pipedrive For Real Estate Agents.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. That’s hardly necessary, and for the rate– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better option for many growing organizations. Pipedrive For Real Estate Agents.
Pipedrive: Last verdict
Pipedrive is one of the most easy to use CRM platforms we have actually checked. It’s simple to navigate from the moment you first open the platform and enables you to just drag and drop offers as they move through your sales pipeline. It’s likewise highly personalized, using unrestricted deal pipelines and outstanding reporting capabilities. Pipedrive For Real Estate Agents.
While Pipedrive does an excellent job at assisting your group manage deals and established meetings with prospective clients, we discovered that it’s far more minimal in scope and functionality than competing CRM software. Pipedrive has only the most fundamental e-mail marketing tools readily available and doesn’t offer any features for task management. In addition, list building functions like web forms and chatbots need a paid add-on.
Eventually, that indicates that Pipedrive can work well for organizations that are updating to a CRM for the very first time. It might not be the finest choice for organizations that are looking for an extensive, scalable CRM service.
For that, we think Zoho CRM or Apptivo are much better choices. Apptivo in particular stands apart due to the fact that it costs considerably less than Pipedrive and offers much of the very same performance. Apptivo’s platform, which utilizes apps like foundation, can also better grow with the needs of your service. Pipedrive For Real Estate Agents.