Pipedrive CRM review – Pipedrive Gmail Chrome Extension
We evaluate Pipedrive, an easy to use CRM that’s got all the standard tools without the premium functions or pricetag. Pipedrive Gmail Chrome Extension.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized services. Find out if it’s the best CRM software application services( opens in new tab) for your business in our Pipedrive CRM evaluation. Pipedrive Gmail Chrome Extension.
Pipedrive Gmail Chrome Extension
Pipedrive CRM review: Snapshot
Pipedrive is an incredibly easy to use CRM that’s ideal for small businesses turning to CRM software for the first time. It allows you to construct an endless number of custom deal pipelines and move offers through them just by dragging and dropping. The platform likewise uses highly adjustable reports, simple calendar and email integrations, and automated workflows to enhance your sales procedure. Pipedrive Gmail Chrome Extension.
While Pipedrive does a great task with the tools it has, it’s missing a lot of tools that growing businesses need. It does not provide 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 assist you produce brand-new leads.
Overall, we enjoy the experience of using Pipedrive, but we don’t believe the platform sticks out in the congested field of CRM software. For approximately half the rate, Apptivo is just as easy to use, offers just as many customization alternatives, and includes email marketing and project management tools. Pipedrive Gmail Chrome Extension.
Pipedrive CRM key functions
One of the very best features of Pipedrive is how simple it is to handle deals. The platform begins you off with a default offer pipeline that must work for a lot of businesses. You can develop a limitless number of custom offer pipelines, each with as lots of actions as you need. The deal pipelines are essentially kanban boards, enabling you to drag and drop offers from one stage to the next as your sales team makes progress.
Pipedrive Gmail Chrome Extension
Pipedrive includes an integrated calendar for easily arranging meetings and jobs. If you utilize 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 particular times that you’re readily available. Helpfully, upcoming meetings are displayed in your deal pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to assist you find new leads. This is a paid add-on to any of Pipedrive’s plans that costs $39 monthly. It consists of basic web forms that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can assist you find prospective clients from a database of more than 400 million online profiles. Pipedrive Gmail Chrome Extension.
The reporting interface in Pipedrive is another emphasize of this platform. You can create an unrestricted variety of custom reporting control panels and lots of custom 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 team remain on top offers. The software application features more than 30 workflow templates that can immediately move offers through your pipeline, schedule meetings, or activate e-mails. You can also produce your own workflows using a straightforward visual modifying user interface. Pipedrive Gmail Chrome Extension.
Pipedrive CRM: What’s brand-new?
Pipedrive has been busy making updates to its platform considering that we last reviewed this CRM. It recently included integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Gmail Chrome Extension.
Pipedrive also included two-factor authentication and offered users the ability to group custom-made reports within the reporting dashboard.
Pipedrive Gmail Chrome Extension
Pipedrive CRM: Prices
Pipedrive offers 4 rates strategies: Necessary, Advanced, Specialist, and Enterprise. All plans consist of unrestricted deal pipelines, contacts and adjustable reports.
Pipedrive CRM Important Plan
The Necessary strategy has only restricted activity management features and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, but does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Professional plan enables you to organize your sales employees into teams, offers more in-depth reporting options, and uses custom report fields.
Pipedrive CRM Enterprise Plan
The Business plan includes phone assistance (in addition to live chat, available on all plans) and security notifies.
Plans can be paid monthly, or each year for a discount rate. You can try Pipedrive totally free for 2 week before acquiring a strategy.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to utilize and just how much freedom the custom-made pipelines and control panels pay for. Pipedrive Gmail Chrome Extension.
Pipedrive CRM: Including offers
We began working in Pipedrive by developing a set of offers. The process was exceptionally simple, considering that you can include offers right from inside your deal pipeline instead of requiring to very first browse to the pertinent contact.
A pop-up let us include information about the contact behind the offer, the deal’s anticipated value, which pipeline to add it to, and what stage to put it in. Even much better, Pipedrive used the choice of including custom-made fields to the offer information, which would be excellent for scoring leads and assigning concern to deals. Pipedrive Gmail Chrome Extension.
Establishing a totally new deal pipeline was just as simple. You can add as many stages as you want, and Pipedrive enables you to appoint a possibility to each phase to show the likelihood of a handle the stage closing. (Pipedrive does not use previous information to instantly determine these possibilities.).
Pipedrive Gmail Chrome Extension
Pipedrive CRM: Getting customized reports
Browsing the reporting module within Pipedrive was just as straightforward. The platform includes a default dashboard and 11 premade reports, which on their own will offer lots of info for many small businesses. Reports in the dashboard can be rearranged just by dragging and dropping and filtered by date variety or a set of workers.
Producing a new report only took a few clicks. Pipedrive deals a set of filters that you can integrate with rational operators to develop an extremely specific dataset, which you can then plot onto several various chart types. Listed below the charts, you’ll find a summary table with all of the appropriate information and a choice to export a CSV for further analysis.
All custom-made reports can be saved and grouped into folders for fast gain access to later. Pipedrive Gmail Chrome Extension.
Alternatives to Pipedrive CRM
Pipedrive stick out for being exceptionally easy to use. However, for the rate, it does not have some advanced features that we’ve seen in equivalent CRM software application. Pipedrive Gmail Chrome Extension.
One of the most noteworthy competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just somewhat more than Pipedrive. Zoho CRM provides endless pipelines and dashboards just like Pipedrive, but it likewise uses limitless workflow automations with its entry-level strategy. It likewise offers 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, especially if you’re diving into CRM software application for the first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a steep knowing curve. Navigating that curve might be worth it if your company needs to know how to focus on deals or wants to use email marketing to bring in new leads.
Another Pipedrive option that deserves a look is Apptivo. This platform is unusual because it offers just a standard set of CRM functions, then lets you personalize the software application with lots of apps. That’s a major benefit if your organization is scaling quickly, because you can quickly add features onto the software as you need them. Pipedrive Gmail Chrome Extension.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. However that’s hardly important, and for the cost– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better option for most growing services. Pipedrive Gmail Chrome Extension.
Pipedrive: Final verdict
Pipedrive is among the most easy to use CRM platforms we’ve evaluated. It’s simple to navigate from the moment you initially open the platform and allows you to just drag and drop offers as they move through your sales pipeline. It’s likewise extremely personalized, providing unlimited offer pipelines and outstanding reporting abilities. Pipedrive Gmail Chrome Extension.
While Pipedrive does a fantastic task at assisting your team manage offers and set up meetings with potential clients, we found that it’s much more restricted in scope and functionality than contending CRM software application. Pipedrive has just one of the most fundamental email marketing tools readily available and doesn’t provide any features for project management. In addition, lead generation features like web types and chatbots need a paid add-on.
Ultimately, that implies that Pipedrive can work well for services that are updating to a CRM for the first time. It may not be the best option for businesses that are looking for a detailed, 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 provides much of the very same performance. Apptivo’s platform, which utilizes apps like building blocks, can also better grow with the needs of your business. Pipedrive Gmail Chrome Extension.