Pipedrive CRM evaluation – Pipedrive Outlook Integration
We evaluate Pipedrive, an easy to use CRM that’s got all the basic tools without the premium features or pricetag. Pipedrive Outlook Integration.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized services. Learn if it’s the best CRM software application services( opens in new tab) for your business in our Pipedrive CRM evaluation. Pipedrive Outlook Integration.
Pipedrive Outlook Integration
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally easy to use CRM that’s perfect for small businesses turning to CRM software application for the first time. It enables you to develop an unlimited number of custom-made offer pipelines and move offers through them just by dragging and dropping. The platform likewise offers extremely customizable reports, straightforward calendar and email combinations, and automated workflows to improve your sales process. Pipedrive Outlook Integration.
While Pipedrive does a great task with the tools it has, it’s missing a great deal of tools that growing services require. It doesn’t provide task management tools and there are fairly few email marketing tools. You also have to pay additional for web types and chatbots that can assist you produce new leads.
In general, we enjoy the experience of using Pipedrive, however we don’t believe the platform stands apart in the crowded field of CRM software application. For approximately half the cost, Apptivo is just as easy to use, offers just as lots of customization options, and consists of e-mail marketing and task management tools. Pipedrive Outlook Integration.
Pipedrive CRM essential features
One of the best features of Pipedrive is how easy it is to manage deals. The platform begins you off with a default offer pipeline that should work for a lot of organizations. You can develop an unrestricted number of customized deal pipelines, each with as lots of actions as you need. The deal pipelines are basically kanban boards, allowing you to drag and drop deals from one phase to the next as your sales group makes progress.
Pipedrive Outlook Integration
Pipedrive consists of a built-in calendar for easily setting up conferences and tasks. If you utilize 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 customer by designating particular times that you’re available. Helpfully, upcoming conferences are shown in your deal pipelines by a series of icons.
Pipedrive offers a brand-new suite of tools called Leadbooster to help you discover brand-new leads. This is a paid add-on to any of Pipedrive’s plans that expenses $39 per month. It includes basic web forms that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster likewise comes with a web scraping tool that can help you find potential clients from a database of more than 400 million online profiles. Pipedrive Outlook Integration.
The reporting user interface in Pipedrive is another highlight of this platform. You can create an endless variety of custom-made reporting control panels and lots of custom-made reports. All information can be exported to Excel with a click if you want even more analytical power.
Pipedrive supports automated workflows to help your sales group stay on top offers. The software application features more than 30 workflow design templates that can immediately move offers through your pipeline, schedule meetings, or activate emails. You can likewise create your own workflows utilizing a straightforward visual editing interface. Pipedrive Outlook Integration.
Pipedrive CRM: What’s new?
Pipedrive has been busy making updates to its platform given that we last reviewed this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Outlook Integration.
Pipedrive likewise included two-factor authentication and offered users the ability to group custom-made reports within the reporting control panel.
Pipedrive Outlook Integration
Pipedrive CRM: Rates
Pipedrive deals 4 pricing plans: Necessary, Advanced, Specialist, and Business. All strategies include unlimited deal pipelines, contacts and customizable reports.
Pipedrive CRM Necessary Strategy
The Vital strategy has only limited activity management features and does not consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, but lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Specialist strategy enables you to arrange your sales workers into teams, offers more comprehensive reporting alternatives, and uses custom report fields.
Pipedrive CRM Business Strategy
The Business strategy features phone assistance (in addition to live chat, available on all strategies) and security alerts.
Strategies can be paid monthly, or yearly for a discount rate. You can try out Pipedrive free of charge for 14 days before acquiring a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and how much freedom the customized pipelines and control panels afford. Pipedrive Outlook Integration.
Pipedrive CRM: Adding offers
We began working in Pipedrive by developing a set of deals. The procedure was extremely basic, since you can add deals right from inside your offer pipeline instead of requiring to very first navigate to the appropriate contact.
A pop-up let us add information about the contact behind the deal, the deal’s expected worth, which pipeline to include it to, and what stage to put it in. Even better, Pipedrive provided the alternative of adding customized fields to the offer information, which would be terrific for scoring leads and appointing top priority to offers. Pipedrive Outlook Integration.
Establishing a completely new deal pipeline was just as simple. You can include as lots of phases as you desire, and Pipedrive allows you to assign a probability to each stage to suggest the probability of a deal in the stage closing. (Pipedrive doesn’t use past data to instantly determine these likelihoods.).
Pipedrive Outlook Integration
Pipedrive CRM: Getting custom reports
Navigating the reporting module within Pipedrive was just as simple. The platform consists of a default dashboard and 11 premade reports, which on their own will use lots of info for many small companies. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date range or a set of workers.
Creating a new report only took a few clicks. Pipedrive deals a set of filters that you can integrate with rational operators to produce a highly specific dataset, which you can then outline onto several different chart types. Below the charts, you’ll discover a summary table with all of the pertinent data and an alternative to export a CSV for more analysis.
All customized reports can be saved and grouped into folders for fast gain access to later on. Pipedrive Outlook Integration.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being very easy to use. For the price, it lacks some advanced functions that we have actually seen in comparable CRM software. Pipedrive Outlook Integration.
Among the most noteworthy competitors to Pipedrive is Zoho CRM( opens in new tab), which costs simply slightly more than Pipedrive. Zoho CRM uses limitless pipelines and dashboards much like Pipedrive, however it also provides unrestricted workflow automations with its entry-level strategy. It likewise offers e-mail marketing– a vital function of a detailed CRM– as a standard function.
The drawback to Zoho CRM is that its feature-rich interface isn’t easy to use, particularly if you’re diving into CRM software application for the first time. Our Zoho CRM review( opens in new tab) discovered that the platform has a steep knowing curve. Nevertheless, navigating that curve may be worth it if your business needs to know how to focus on deals or wants to utilize e-mail marketing to bring in new leads.
Another Pipedrive option that’s worth an appearance is Apptivo. This platform is uncommon in that it offers just a standard set of CRM functions, then lets you tailor the software with lots of apps. That’s a significant advantage if your organization is scaling quickly, given that you can quickly add features onto the software as you need them. Pipedrive Outlook Integration.
The only thing missing out on in Apptivo is the ability to drag and drop offers through your pipeline. That’s hardly important, and for the rate– paid Apptivo strategies start 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 Outlook Integration.
Pipedrive: Final verdict
Pipedrive is one of the most user-friendly CRM platforms we have actually tested. It’s easy to browse 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 adjustable, providing unrestricted deal pipelines and outstanding reporting capabilities. Pipedrive Outlook Integration.
While Pipedrive does a great job at helping your team handle offers and set up conferences with possible customers, we discovered that it’s far more minimal in scope and functionality than contending CRM software application. Pipedrive has only one of the most fundamental e-mail marketing tools available and doesn’t use any functions for project management. In addition, list building features like web kinds and chatbots need a paid add-on.
Eventually, that indicates that Pipedrive can work well for companies that are upgrading to a CRM for the first time. It might not be the best option for organizations that are looking for an extensive, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are better alternatives. Apptivo in particular sticks out due to the fact that it costs substantially less than Pipedrive and provides much of the very same performance. Apptivo’s platform, which uses apps like building blocks, can also better grow with the needs of your service. Pipedrive Outlook Integration.