Pipedrive CRM review – Pipedrive Gmail Integrations
We review Pipedrive, an easy to use CRM that’s got all the standard tools without the premium features or pricetag. Pipedrive Gmail Integrations.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized businesses. Find out if it’s the best CRM software application services( opens in new tab) for your company in our Pipedrive CRM evaluation. Pipedrive Gmail Integrations.
Pipedrive Gmail Integrations
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely easy to use CRM that’s perfect for small businesses turning to CRM software for the first time. It permits you to build an endless variety of custom deal pipelines and move offers through them simply by dragging and dropping. The platform likewise provides extremely customizable reports, uncomplicated calendar and e-mail integrations, and automated workflows to streamline your sales process. Pipedrive Gmail Integrations.
While Pipedrive does an excellent job with the tools it has, it’s missing a lot of tools that growing companies require. It does not provide job management tools and there are fairly few e-mail marketing tools. You also have to pay additional for web types and chatbots that can help you create new leads.
Overall, we enjoy the experience of using Pipedrive, however we do not think 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 personalization options, and includes e-mail marketing and task management tools. Pipedrive Gmail Integrations.
Pipedrive CRM essential functions
Among the best features of Pipedrive is how easy it is to handle deals. The platform starts you off with a default deal pipeline that must work for the majority of businesses. You can develop an endless number of customized deal pipelines, each with as numerous steps as you require. The deal pipelines are basically kanban boards, permitting you to drag and drop offers from one phase to the next as your sales team makes progress.
Pipedrive Gmail Integrations
Pipedrive consists of a built-in calendar for quickly arranging conferences and tasks. If you utilize Outlook or Google Calendar, you can establish automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline allows you to propose conference times to a client by designating specific times that you’re available. Helpfully, upcoming meetings are displayed in your deal pipelines by a series of icons.
Pipedrive offers a 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 expenses $39 monthly. It consists of simple web types that you can embed in your website in addition to a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can assist you find potential customers from a database of more than 400 million online profiles. Pipedrive Gmail Integrations.
The reporting interface in Pipedrive is another emphasize of this platform. You can develop an unlimited variety of custom reporting control panels and lots of customized reports. All information can be exported to Excel with a click if you want a lot more analytical power.
Pipedrive supports automated workflows to help your sales team remain on top offers. The software application comes with more than 30 workflow templates that can immediately move offers through your pipeline, schedule meetings, or set off emails. You can likewise produce your own workflows using a simple visual editing interface. Pipedrive Gmail Integrations.
Pipedrive CRM: What’s brand-new?
Pipedrive has been busy making updates to its platform because we last examined this CRM. It recently included integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Gmail Integrations.
Pipedrive also included two-factor authentication and provided users the capability to group custom reports within the reporting control panel.
Pipedrive Gmail Integrations
Pipedrive CRM: Prices
Pipedrive deals four pricing plans: Important, Advanced, Professional, and Enterprise. All plans consist of unlimited deal pipelines, contacts and personalized reports.
Pipedrive CRM Important Strategy
The Important plan has just minimal activity management features and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy includes automation, however does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Professional plan enables you to arrange your sales workers into teams, offers more in-depth reporting alternatives, and offers custom report fields.
Pipedrive CRM Business Plan
The Enterprise plan features phone assistance (in addition to live chat, available on all strategies) and security notifies.
Plans can be paid monthly, or every year for a discount rate. You can try out Pipedrive totally free for 2 week before purchasing a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and how much leeway the custom pipelines and control panels manage. Pipedrive Gmail Integrations.
Pipedrive CRM: Adding offers
We began working in Pipedrive by creating a set of deals. The procedure was extremely simple, since you can add deals right from inside your offer pipeline instead of requiring to first navigate to the pertinent contact.
A pop-up let us add details about the contact behind the offer, the deal’s expected worth, which pipeline to include it to, and what phase to put it in. Even much better, Pipedrive provided the choice of adding customized fields to the deal details, which would be excellent for scoring leads and appointing top priority to offers. Pipedrive Gmail Integrations.
Setting up a totally new deal pipeline was just as simple. You can include as lots of stages as you want, and Pipedrive allows you to assign a likelihood to each stage to suggest the probability of a deal in the stage closing. (Pipedrive doesn’t use previous data to automatically determine these likelihoods.).
Pipedrive Gmail Integrations
Pipedrive CRM: Generating customized reports
Navigating the reporting module within Pipedrive was just as simple. The platform includes a default control panel and 11 premade reports, which on their own will provide plenty of information for numerous small businesses. Reports in the dashboard can be reorganized just by dragging and dropping and filtered by date range or a set of workers.
Creating a new report only took a few clicks. Pipedrive offers a set of filters that you can combine with logical operators to create an extremely particular dataset, which you can then outline onto a number of various chart types. Listed below the charts, you’ll discover a summary table with all of the appropriate data and a choice to export a CSV for additional analysis.
All custom reports can be conserved and grouped into folders for quick access later. Pipedrive Gmail Integrations.
Alternatives to Pipedrive CRM
Pipedrive stands out for being extremely easy to use. However, for the rate, it does not have some sophisticated functions that we have actually seen in similar CRM software application. Pipedrive Gmail Integrations.
Among the most noteworthy competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just a little more than Pipedrive. Zoho CRM provides unlimited pipelines and control panels just like Pipedrive, but it likewise uses unlimited workflow automations with its entry-level plan. It also provides e-mail marketing– an important 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, specifically if you’re diving into CRM software for the very first time. Our Zoho CRM evaluation( opens in new tab) found that the platform has a steep knowing curve. Browsing that curve might be worth it if your business requires to know how to prioritize offers or wants to utilize e-mail marketing to bring in brand-new leads.
Another Pipedrive alternative that deserves a look is Apptivo. This platform is unusual in that it offers just a basic set of CRM functions, then lets you personalize the software application with lots of apps. That’s a major benefit if your service is scaling quickly, because you can quickly include features onto the software as you require them. Pipedrive Gmail Integrations.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. That’s hardly vital, and for the cost– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a better choice for many growing services. Pipedrive Gmail Integrations.
Pipedrive: Final decision
Pipedrive is among the most user-friendly CRM platforms we’ve tested. It’s easy to navigate from the moment you first open the platform and enables you to simply drag and drop deals as they move through your sales pipeline. It’s also extremely customizable, providing limitless deal pipelines and exceptional reporting abilities. Pipedrive Gmail Integrations.
While Pipedrive does a fantastic task at assisting your team handle deals and set up conferences with prospective customers, we found that it’s much more restricted in scope and functionality than contending CRM software. Pipedrive has only the most basic email marketing tools readily available and doesn’t provide any features for project management. In addition, lead generation functions like web kinds and chatbots require a paid add-on.
Ultimately, that indicates that Pipedrive can work well for businesses that are updating to a CRM for the very first time. It may not be the best choice for companies that are looking for a detailed, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are much better choices. Apptivo in particular stands apart since it costs considerably less than Pipedrive and offers much of the exact same functionality. Apptivo’s platform, which uses apps like building blocks, can likewise better grow with the needs of your company. Pipedrive Gmail Integrations.