Pipedrive CRM review – Pipedrive Martin Henk
We examine Pipedrive, an user-friendly CRM that’s got all the fundamental tools without the premium features or pricetag. Pipedrive Martin Henk.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized businesses. Learn if it’s the best CRM software solutions( opens in new tab) for your company in our Pipedrive CRM evaluation. Pipedrive Martin Henk.
Pipedrive Martin Henk
Pipedrive CRM evaluation: Snapshot
Pipedrive is a very user-friendly CRM that’s perfect for small companies relying on CRM software for the very first time. It enables you to build an unrestricted number of custom deal pipelines and move deals through them simply by dragging and dropping. The platform also offers extremely adjustable reports, uncomplicated calendar and email combinations, and automated workflows to streamline your sales process. Pipedrive Martin Henk.
While Pipedrive does a terrific job with the tools it has, it’s missing a great deal of tools that growing companies need. It doesn’t provide task management tools and there are relatively few e-mail marketing tools. You also need to pay additional for web types and chatbots that can assist you produce new leads.
In general, we take pleasure in the experience of using Pipedrive, but we do not think the platform stands apart in the crowded field of CRM software. For roughly half the rate, Apptivo is just as easy to use, provides just as many personalization choices, and consists of email marketing and job management tools. Pipedrive Martin Henk.
Pipedrive CRM key functions
Among the very best things about Pipedrive is how easy it is to handle deals. The platform begins you off with a default offer pipeline that need to work for most organizations. You can develop an unrestricted 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.
Pipedrive Martin Henk
Pipedrive consists of a built-in calendar for easily setting up conferences and jobs. 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 offered. Helpfully, upcoming meetings are shown in your deal pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to help you discover brand-new leads. This is a paid add-on to any of Pipedrive’s strategies that costs $39 monthly. It includes easy web kinds that you can embed in your site as well as a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can assist you find prospective customers from a database of more than 400 million online profiles. Pipedrive Martin Henk.
The reporting interface in Pipedrive is another highlight of this platform. You can produce an unrestricted variety of custom reporting dashboards and dozens of custom reports. All data can be exported to Excel with a click if you desire a lot more analytical power.
Pipedrive supports automated workflows to help your sales group stay on leading deals. The software includes more than 30 workflow templates that can immediately move offers through your pipeline, schedule meetings, or set off e-mails. You can also produce your own workflows using an uncomplicated visual modifying user interface. Pipedrive Martin Henk.
Pipedrive CRM: What’s new?
Pipedrive has been hectic making updates to its platform given that we last evaluated this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Martin Henk.
Pipedrive likewise included two-factor authentication and offered users the ability to group custom reports within the reporting control panel.
Pipedrive Martin Henk
Pipedrive CRM: Prices
Pipedrive deals 4 prices plans: Essential, Advanced, Professional, and Enterprise. All strategies consist of limitless offer pipelines, contacts and adjustable reports.
Pipedrive CRM Essential Strategy
The Essential plan has just limited activity management functions and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy adds automation, but does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Strategy
The Expert plan enables you to organize your sales employees into teams, offers more comprehensive reporting options, and uses custom report fields.
Pipedrive CRM Business Strategy
The Enterprise plan features phone support (in addition to live chat, available on all plans) and security informs.
Plans can be paid monthly, or every year for a discount. You can try out Pipedrive totally free for 14 days prior to acquiring a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and how much freedom the custom-made pipelines and dashboards manage. Pipedrive Martin Henk.
Pipedrive CRM: Including offers
We began working in Pipedrive by developing a set of offers. The process was extremely simple, because you can add deals right from inside your deal pipeline instead of requiring to very first navigate to the pertinent contact.
A pop-up let us include details about the contact behind the offer, the deal’s anticipated value, which pipeline to include it to, and what phase to put it in. Even better, Pipedrive used the alternative of adding custom fields to the offer information, which would be great for scoring leads and designating concern to deals. Pipedrive Martin Henk.
Setting up a completely new deal pipeline was just as easy. You can add as lots of stages as you desire, and Pipedrive allows you to appoint a possibility to each phase to indicate the likelihood of a deal in the stage closing. (Pipedrive does not use past information to automatically calculate these likelihoods.).
Pipedrive Martin Henk
Pipedrive CRM: Getting customized reports
Browsing the reporting module within Pipedrive was just as straightforward. 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 dashboard can be rearranged just by dragging and dropping and filtered by date variety or a set of staff members.
Developing a new report just took a few clicks. Pipedrive deals a set of filters that you can integrate with logical operators to develop a highly particular dataset, which you can then plot onto several various chart types. Below the charts, you’ll find a summary table with all of the appropriate data and a choice to export a CSV for more analysis.
All custom-made reports can be saved and organized into folders for quick gain access to later on. Pipedrive Martin Henk.
Alternatives to Pipedrive CRM
Pipedrive stands out for being extremely easy to use. For the cost, it does not have some innovative features that we have actually seen in equivalent CRM software application. Pipedrive Martin Henk.
Among the most notable rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just slightly more than Pipedrive. Zoho CRM provides unrestricted pipelines and dashboards much like Pipedrive, but it also offers endless workflow automations with its entry-level plan. It also uses e-mail marketing– a crucial function of an extensive CRM– as a standard function.
The disadvantage to Zoho CRM is that its feature-rich user interface isn’t easy to use, especially 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. Nevertheless, browsing that curve may deserve it if your business requires to understand how to focus on deals or wishes to use email marketing to bring in new leads.
Another Pipedrive option that’s worth a look is Apptivo. This platform is uncommon because it supplies only 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 rapidly, given that you can easily include functions onto the software as you need them. Pipedrive Martin Henk.
The only thing missing out on in Apptivo is the capability to drag and drop offers through your pipeline. That’s hardly vital, and for the rate– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a much better choice for the majority of growing businesses. Pipedrive Martin Henk.
Pipedrive: Last verdict
Pipedrive is one of the most easy to use CRM platforms we’ve tested. It’s simple to navigate from the minute you first open the platform and permits you to simply drag and drop offers as they move through your sales pipeline. It’s likewise highly customizable, providing endless offer pipelines and outstanding reporting abilities. Pipedrive Martin Henk.
While Pipedrive does a great task at assisting your group handle deals and set up meetings with possible clients, we found that it’s far more limited in scope and functionality than contending CRM software. Pipedrive has only the most basic email marketing tools offered and does not offer any features for task management. In addition, list building features like web forms and chatbots require a paid add-on.
Eventually, that implies that Pipedrive can work well for organizations that are upgrading to a CRM for the first time. Nevertheless, it might not be the best option for services that are searching for a comprehensive, scalable CRM option.
For that, we believe Zoho CRM or Apptivo are better options. Apptivo in particular stands out due to the fact that it costs significantly less than Pipedrive and provides much of the same performance. Apptivo’s platform, which uses apps like foundation, can likewise better grow with the requirements of your company. Pipedrive Martin Henk.