Pipedrive CRM review – Pipedrive Outlook Intergration
We examine Pipedrive, an user-friendly CRM that’s got all the basic tools without the premium functions or pricetag. Pipedrive Outlook Intergration.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized services. Learn if it’s the best CRM software application services( opens in new tab) for your company in our Pipedrive CRM review. Pipedrive Outlook Intergration.
Pipedrive Outlook Intergration
Pipedrive CRM evaluation: Snapshot
Pipedrive is a very user-friendly CRM that’s ideal for small businesses turning to CRM software application for the first time. It enables you to develop an unlimited number of customized offer pipelines and move deals through them simply by dragging and dropping. The platform likewise provides highly adjustable reports, uncomplicated calendar and e-mail integrations, and automated workflows to enhance your sales procedure. Pipedrive Outlook Intergration.
While Pipedrive does a fantastic task with the tools it has, it’s missing out on a great deal of tools that growing businesses need. It doesn’t use task management tools and there are fairly couple of e-mail marketing tools. You also need to pay additional for web kinds and chatbots that can assist you create new leads.
In general, we enjoy the experience of using Pipedrive, but we don’t think the platform sticks out in the crowded field of CRM software application. For approximately half the price, Apptivo is just as easy to use, offers just as lots of modification choices, and includes email marketing and task management tools. Pipedrive Outlook Intergration.
Pipedrive CRM crucial features
One of the very best aspects of Pipedrive is how easy it is to handle deals. The platform starts you off with a default offer pipeline that need to work for a lot of businesses. You can develop a limitless number of custom offer pipelines, each with as many steps as you need. The offer pipelines are basically kanban boards, enabling you to drag and drop deals from one stage to the next as your sales group makes progress.
Pipedrive Outlook Intergration
Pipedrive consists of a built-in calendar for quickly setting up meetings and tasks. If you use Outlook or Google Calendar, you can set up automated two-way sync with your Pipedrive calendar.
The calendar module in Pipeline allows you to propose meeting times to a customer by designating particular times that you’re readily available. Helpfully, upcoming meetings are displayed in your offer pipelines by a series of icons.
Pipedrive offers 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 plans that costs $39 monthly. It includes simple web kinds that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster likewise features a web scraping tool that can help you discover potential clients from a database of more than 400 million online profiles. Pipedrive Outlook Intergration.
The reporting interface in Pipedrive is another emphasize of this platform. You can produce an unrestricted variety of customized reporting dashboards and lots of custom-made reports. All information can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to assist your sales team stay on top deals. The software includes more than 30 workflow design templates that can automatically move offers through your pipeline, schedule meetings, or trigger e-mails. You can likewise create your own workflows using an uncomplicated visual modifying interface. Pipedrive Outlook Intergration.
Pipedrive CRM: What’s new?
Pipedrive has been hectic making updates to its platform because we last examined this CRM. It recently included combinations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Outlook Intergration.
Pipedrive also added two-factor authentication and gave users the capability to group custom reports within the reporting dashboard.
Pipedrive Outlook Intergration
Pipedrive CRM: Prices
Pipedrive deals four rates plans: Vital, Advanced, Specialist, and Business. All plans consist of unlimited offer pipelines, contacts and personalized reports.
Pipedrive CRM Necessary Plan
The Vital plan has only minimal activity management features and doesn’t include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan adds automation, but lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Specialist plan enables you to arrange your sales employees into teams, offers more in-depth reporting options, and uses custom-made report fields.
Pipedrive CRM Enterprise Plan
The Business strategy comes with phone support (in addition to live chat, offered on all plans) and security alerts.
Plans can be paid monthly, or each year for a discount rate. You can check out Pipedrive for free for 2 week before purchasing a plan.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to use and how much freedom the customized pipelines and control panels pay for. Pipedrive Outlook Intergration.
Pipedrive CRM: Adding offers
We began operating in Pipedrive by creating a set of offers. The process was incredibly easy, since you can include deals right from inside your offer pipeline instead of needing to first navigate to the pertinent contact.
A pop-up let us include details about the contact behind the offer, the offer’s anticipated value, which pipeline to include it to, and what phase to put it in. Even better, Pipedrive provided the alternative of including custom fields to the deal details, which would be fantastic for scoring leads and appointing concern to deals. Pipedrive Outlook Intergration.
Setting up a completely new deal pipeline was just as easy. You can include as numerous phases as you want, and Pipedrive enables you to designate a likelihood to each stage to indicate the probability of a deal in the stage closing. (Pipedrive does not utilize past data to immediately compute these likelihoods.).
Pipedrive Outlook Intergration
Pipedrive CRM: Generating customized 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 info for lots of small businesses. Reports in the control panel can be reorganized simply by dragging and dropping and filtered by date variety or a set of staff members.
Developing a brand-new report only took a couple of clicks. Pipedrive deals a set of filters that you can combine with rational operators to develop a highly specific dataset, which you can then outline onto numerous different chart types. Listed below the charts, you’ll discover a summary table with all of the appropriate information and a choice to export a CSV for more analysis.
All custom reports can be saved and grouped into folders for quick gain access to later. Pipedrive Outlook Intergration.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being extremely easy to use. However, for the price, it does not have some sophisticated functions that we’ve seen in comparable CRM software application. Pipedrive Outlook Intergration.
One of the most notable rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just somewhat more than Pipedrive. Zoho CRM provides limitless pipelines and dashboards similar to Pipedrive, but it likewise provides limitless workflow automations with its entry-level strategy. It also offers e-mail marketing– an important function of a thorough CRM– as a standard feature.
The drawback to Zoho CRM is that its feature-rich user interface isn’t easy to use, especially if you’re diving into CRM software application for the first time. Our Zoho CRM evaluation( opens in new tab) discovered that the platform has a high learning curve. Browsing that curve may be worth it if your company requires to know how to focus on offers or wants to utilize e-mail marketing to bring in new leads.
Another Pipedrive alternative that’s worth an appearance is Apptivo. This platform is uncommon because it supplies just a basic set of CRM functions, then lets you customize the software application with dozens of apps. That’s a significant benefit if your service is scaling quickly, considering that you can easily add features onto the software application as you require them. Pipedrive Outlook Intergration.
The only thing missing in Apptivo is the ability to drag and drop offers through your pipeline. However that’s barely necessary, and for the rate– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a much better option for the majority of growing services. Pipedrive Outlook Intergration.
Pipedrive: Last verdict
Pipedrive is one of the most user-friendly CRM platforms we’ve tested. It’s easy to navigate from the moment you initially open the platform and allows you to just drag and drop offers as they move through your sales pipeline. It’s likewise extremely adjustable, offering limitless deal pipelines and excellent reporting capabilities. Pipedrive Outlook Intergration.
While Pipedrive does a great job at assisting your group handle deals and established conferences with prospective customers, we discovered that it’s a lot more minimal in scope and functionality than competing CRM software application. Pipedrive has only one of the most fundamental email marketing tools available and does not provide any functions for project management. In addition, list building features like web forms and chatbots need a paid add-on.
Ultimately, that suggests that Pipedrive can work well for organizations that are updating to a CRM for the very first time. However, it might not be the best choice for businesses that are trying to find an extensive, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular stands out due to the fact that it costs substantially less than Pipedrive and offers much of the very same performance. Apptivo’s platform, which utilizes apps like foundation, can likewise much better grow with the needs of your business. Pipedrive Outlook Intergration.