Pipedrive CRM review – Pipedrive Microsoft 365 Integration
We examine Pipedrive, an easy to use CRM that’s got all the fundamental tools without the premium features or pricetag. Pipedrive Microsoft 365 Integration.
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 very best CRM software services( opens in brand-new tab) for your business in our Pipedrive CRM evaluation. Pipedrive Microsoft 365 Integration.
Pipedrive Microsoft 365 Integration
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely user-friendly CRM that’s perfect for small businesses turning to CRM software application for the first time. It permits you to build a limitless variety of custom offer pipelines and move deals through them just by dragging and dropping. The platform likewise offers extremely customizable reports, simple calendar and e-mail combinations, and automated workflows to simplify your sales process. Pipedrive Microsoft 365 Integration.
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While Pipedrive does a fantastic task with the tools it has, it’s missing out on a lot of tools that growing companies need. It doesn’t use job management tools and there are reasonably few e-mail marketing tools. You likewise have to pay extra for web forms and chatbots that can help you produce new leads.
In general, we take pleasure in the experience of using Pipedrive, however we do not believe the platform stands apart in the crowded field of CRM software application. For roughly half the price, Apptivo is just as easy to use, provides just as many modification options, and consists of e-mail marketing and job management tools. Pipedrive Microsoft 365 Integration.
Pipedrive CRM key functions
Among the best things about Pipedrive is how simple it is to manage offers. The platform begins you off with a default offer pipeline that ought to work for the majority of services. You can create a limitless number of customized deal pipelines, each with as numerous steps as you need. The deal pipelines are essentially kanban boards, allowing you to drag and drop deals from one stage to the next as your sales group makes progress.
Pipedrive Microsoft 365 Integration
Pipedrive includes a built-in calendar for easily arranging meetings and jobs. If you use Outlook or Google Calendar, you can establish automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose conference times to a client by designating specific times that you’re available. Helpfully, upcoming conferences are shown 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 expenses $39 per month. It includes simple web types that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can assist you find prospective customers from a database of more than 400 million online profiles. Pipedrive Microsoft 365 Integration.
The reporting interface in Pipedrive is another highlight of this platform. You can create an unrestricted variety of customized reporting dashboards and lots of custom-made 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 remain on top deals. The software includes more than 30 workflow design templates that can immediately move offers through your pipeline, schedule conferences, or set off emails. You can also develop your own workflows using an uncomplicated visual editing user interface. Pipedrive Microsoft 365 Integration.
Pipedrive CRM: What’s new?
Pipedrive has actually been hectic making updates to its platform given that we last reviewed this CRM. It just recently added integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Microsoft 365 Integration.
Pipedrive likewise added two-factor authentication and gave users the capability to group custom-made reports within the reporting control panel.
Pipedrive Microsoft 365 Integration
Pipedrive CRM: Rates
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Pipedrive deals 4 prices plans: Important, Advanced, Specialist, and Business. All strategies consist of endless deal pipelines, contacts and personalized reports.
Pipedrive CRM Vital Plan
The Important plan has only limited activity management functions and does not include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy adds automation, however lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Strategy
The Expert strategy enables you to organize your sales staff members into teams, supplies more detailed reporting choices, and provides custom report fields.
Pipedrive CRM Business Plan
The Enterprise plan comes with phone assistance (in addition to live chat, available on all plans) and security notifies.
Plans can be paid monthly, or every year for a discount. You can check out Pipedrive free of charge for 2 week prior to acquiring a strategy.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and just how much leeway the custom pipelines and control panels afford. Pipedrive Microsoft 365 Integration.
Pipedrive CRM: Adding deals
We began operating in Pipedrive by creating a set of offers. The procedure was incredibly simple, since you can add offers right from inside your offer pipeline instead of needing to first browse to the relevant contact.
A pop-up let us include information about the contact behind the deal, the offer’s expected value, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive used the choice of including custom-made fields to the deal details, which would be excellent for scoring leads and assigning priority to offers. Pipedrive Microsoft 365 Integration.
Setting up an entirely new deal pipeline was just as easy. You can include as many stages as you desire, and Pipedrive allows you to designate a probability to each phase to suggest the probability of a handle the stage closing. (Pipedrive doesn’t use past information to automatically calculate these possibilities.).
Pipedrive Microsoft 365 Integration
Pipedrive CRM: Getting custom reports
Navigating the reporting module within Pipedrive was just as uncomplicated. The platform includes a default dashboard and 11 premade reports, which by themselves will use lots of information for lots of 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 brand-new report just took a couple of clicks. Pipedrive deals a set of filters that you can combine with sensible operators to develop an extremely specific dataset, which you can then plot onto several various chart types. Below the charts, you’ll find a summary table with all of the relevant data and a choice to export a CSV for additional analysis.
All custom-made reports can be saved and grouped into folders for fast gain access to later. Pipedrive Microsoft 365 Integration.
Alternatives to Pipedrive CRM
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Pipedrive stand apart for being very easy to use. Nevertheless, for the cost, it does not have some innovative functions that we have actually seen in similar CRM software. Pipedrive Microsoft 365 Integration.
One of the most significant rivals to Pipedrive is Zoho CRM( opens in new tab), which costs simply a little more than Pipedrive. Zoho CRM offers limitless pipelines and dashboards just like Pipedrive, but it likewise uses unrestricted workflow automations with its entry-level plan. It also provides email marketing– a crucial function of an extensive CRM– as a basic function.
The disadvantage to Zoho CRM is that its feature-rich interface isn’t easy to use, particularly if you’re diving into CRM software for the first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a steep knowing curve. Nevertheless, navigating that curve may deserve it if your service requires to understand how to focus on deals or wants to utilize email marketing to bring in new leads.
Another Pipedrive option that’s worth an appearance is Apptivo. This platform is uncommon in that it provides only a fundamental set of CRM functions, then lets you tailor the software application with lots of apps. That’s a significant benefit if your service is scaling quickly, since you can easily include functions onto the software as you require them. Pipedrive Microsoft 365 Integration.
The only thing missing in Apptivo is the capability to drag and drop offers through your pipeline. But that’s hardly necessary, and for the rate– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better choice for a lot of growing organizations. Pipedrive Microsoft 365 Integration.
Pipedrive: Final decision
Pipedrive is one of the most user-friendly CRM platforms we have actually evaluated. It’s simple to navigate from the moment you first open the platform and permits you to simply drag and drop offers as they move through your sales pipeline. It’s likewise extremely personalized, providing limitless offer pipelines and excellent reporting capabilities. Pipedrive Microsoft 365 Integration.
While Pipedrive does a fantastic task at helping your team handle offers and set up meetings with prospective customers, we found that it’s far more restricted in scope and performance than contending CRM software. Pipedrive has just one of the most basic e-mail marketing tools offered and doesn’t use any functions for project management. In addition, lead generation functions like web kinds and chatbots need a paid add-on.
Eventually, that suggests that Pipedrive can work well for companies that are upgrading to a CRM for the first time. Nevertheless, it might not be the best option for services that are looking for a comprehensive, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are much better options. Apptivo in particular stands apart because it costs considerably less than Pipedrive and uses much of the same performance. Apptivo’s platform, which utilizes apps like building blocks, can also much better grow with the requirements of your organization. Pipedrive Microsoft 365 Integration.
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