Pipedrive CRM evaluation – Pipedrive Microsoft 365
We examine Pipedrive, an user-friendly CRM that’s got all the fundamental tools without the premium features or pricetag. Pipedrive Microsoft 365.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized companies. Discover if it’s the best CRM software options( opens in brand-new tab) for your company in our Pipedrive CRM review. Pipedrive Microsoft 365.
Pipedrive Microsoft 365
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally easy to use CRM that’s perfect for small businesses relying on CRM software for the first time. It enables you to build a limitless number of customized deal pipelines and move deals through them simply by dragging and dropping. The platform also uses extremely customizable reports, straightforward calendar and e-mail combinations, and automated workflows to improve your sales process. Pipedrive Microsoft 365.
While Pipedrive does an excellent task with the tools it has, it’s missing a great deal of tools that growing businesses require. It doesn’t use job management tools and there are fairly few email marketing tools. You likewise need to pay additional for web types and chatbots that can help you create new leads.
In general, we enjoy the experience of using Pipedrive, but we don’t think the platform stands out in the crowded field of CRM software. For roughly half the rate, Apptivo is just as easy to use, provides just as lots of customization alternatives, and consists of email marketing and task management tools. Pipedrive Microsoft 365.
Pipedrive CRM key features
One of the best things about Pipedrive is how simple it is to handle offers. The platform starts you off with a default deal pipeline that need to work for many businesses. You can develop an endless number of customized deal pipelines, each with as numerous actions as you need. The offer pipelines are essentially kanban boards, enabling you to drag and drop deals from one phase to the next as your sales team makes progress.
Pipedrive Microsoft 365
Pipedrive consists of a built-in calendar for easily scheduling meetings and jobs. If you use Outlook or Google Calendar, you can establish automated two-way sync with your Pipedrive calendar.
The calendar module in Pipeline allows you to propose conference times to a client by designating particular times that you’re available. Helpfully, upcoming meetings are shown in your deal pipelines by a series of icons.
Pipedrive offers a new suite of tools called Leadbooster to help you find new leads. This is a paid add-on to any of Pipedrive’s plans that expenses $39 each month. It consists of basic web forms that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster likewise comes with a web scraping tool that can assist you discover prospective clients from a database of more than 400 million online profiles. Pipedrive Microsoft 365.
The reporting interface in Pipedrive is another emphasize of this platform. You can develop an endless variety of custom-made reporting dashboards and lots of custom-made reports. All data can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to help your sales team stay on top deals. The software includes more than 30 workflow templates that can immediately move deals through your pipeline, schedule meetings, or trigger e-mails. You can likewise develop your own workflows utilizing a straightforward visual modifying interface. Pipedrive Microsoft 365.
Pipedrive CRM: What’s new?
Pipedrive has been hectic making updates to its platform since 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.
Pipedrive likewise added two-factor authentication and provided users the capability to group custom-made reports within the reporting dashboard.
Pipedrive Microsoft 365
Pipedrive CRM: Rates
Pipedrive deals 4 rates plans: Vital, Advanced, Expert, and Enterprise. All plans include unrestricted deal pipelines, contacts and personalized reports.
Pipedrive CRM Vital Plan
The Important strategy has just limited activity management features and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, however does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Specialist plan allows you to arrange your sales employees into teams, provides more in-depth reporting alternatives, and offers custom-made report fields.
Pipedrive CRM Business Strategy
The Enterprise strategy comes with phone assistance (in addition to live chat, offered on all strategies) and security informs.
Strategies can be paid monthly, or annually for a discount rate. You can try out Pipedrive for free for 2 week before buying a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to use and just how much leeway the custom-made pipelines and dashboards manage. Pipedrive Microsoft 365.
Pipedrive CRM: Adding deals
We started working in Pipedrive by developing a set of offers. The procedure was extremely basic, because you can add deals right from inside your offer pipeline instead of needing to very first browse to the pertinent contact.
A pop-up let us add details about the contact behind the deal, the deal’s anticipated worth, which pipeline to include it to, and what phase to put it in. Even much better, Pipedrive offered the alternative of including custom fields to the offer details, which would be fantastic for scoring leads and assigning priority to offers. Pipedrive Microsoft 365.
Establishing a completely new deal pipeline was just as easy. You can add as numerous phases as you desire, and Pipedrive allows you to assign a probability to each stage to indicate the possibility of a handle the stage closing. (Pipedrive does not use past information to instantly compute these likelihoods.).
Pipedrive Microsoft 365
Pipedrive CRM: Generating custom-made reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default dashboard and 11 premade reports, which on their own will use a lot of information for lots of small businesses. Reports in the dashboard can be reorganized simply by dragging and dropping and filtered by date variety or a set of staff members.
Producing a new report just took a couple of clicks. Pipedrive offers a set of filters that you can integrate with logical operators to create a highly specific dataset, which you can then plot onto numerous various chart types. Below the charts, you’ll discover a summary table with all of the relevant data and an option 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 Microsoft 365.
Alternatives to Pipedrive CRM
Pipedrive stick out for being incredibly easy to use. Nevertheless, for the rate, it lacks some advanced features that we have actually seen in equivalent CRM software application. Pipedrive Microsoft 365.
Among the most notable rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just slightly more than Pipedrive. Zoho CRM offers limitless pipelines and dashboards just like Pipedrive, however it likewise uses limitless workflow automations with its entry-level plan. It likewise uses email marketing– a crucial function of a detailed CRM– as a basic feature.
The downside to Zoho CRM is that its feature-rich interface isn’t easy to use, particularly if you’re diving into CRM software for the very first time. Our Zoho CRM evaluation( opens in brand-new tab) found that the platform has a steep knowing curve. However, browsing that curve may deserve it if your company requires to understand how to focus on deals or wants to use email marketing to generate brand-new leads.
Another Pipedrive option that’s worth an appearance is Apptivo. This platform is uncommon in that it provides only a basic set of CRM functions, then lets you personalize the software application with dozens of apps. That’s a significant benefit if your company is scaling quickly, given that you can quickly add features onto the software as you need them. Pipedrive Microsoft 365.
The only thing missing out on in Apptivo is the ability to drag and drop offers through your pipeline. But that’s hardly vital, and for the price– 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 companies. Pipedrive Microsoft 365.
Pipedrive: Final decision
Pipedrive is among the most easy to use CRM platforms we have actually checked. It’s simple to navigate from the moment you initially open the platform and enables you to merely drag and drop offers as they move through your sales pipeline. It’s also highly customizable, providing endless deal pipelines and outstanding reporting abilities. Pipedrive Microsoft 365.
While Pipedrive does a terrific job at helping your team handle deals and set up meetings with possible clients, we found that it’s far more restricted in scope and performance than completing CRM software application. Pipedrive has just the most basic e-mail marketing tools available and doesn’t provide any functions for project management. In addition, list building functions like web forms and chatbots need a paid add-on.
Eventually, that means that Pipedrive can work well for organizations that are upgrading to a CRM for the first time. It might not be the finest option for services that are looking for an extensive, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are better choices. 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 foundation, can also better grow with the needs of your organization. Pipedrive Microsoft 365.