Pipedrive CRM evaluation – Pipedrive Platinum Features
We examine Pipedrive, an user-friendly CRM that’s got all the fundamental tools without the premium features or pricetag. Pipedrive Platinum Features.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized companies. Find out if it’s the best CRM software options( opens in brand-new tab) for your company in our Pipedrive CRM evaluation. Pipedrive Platinum Features.
Pipedrive Platinum Features
Pipedrive CRM review: Snapshot
Pipedrive is an incredibly user-friendly CRM that’s perfect for small companies turning to CRM software for the first time. It enables you to build an endless variety of custom-made offer pipelines and move offers through them simply by dragging and dropping. The platform likewise offers highly adjustable reports, simple calendar and email integrations, and automated workflows to streamline your sales procedure. Pipedrive Platinum Features.
While Pipedrive does a fantastic job with the tools it has, it’s missing out on a lot of tools that growing services require. It does not use job management tools and there are relatively couple of e-mail marketing tools. You likewise have to pay additional for web forms and chatbots that can assist you produce new leads.
In general, we take pleasure in the experience of using Pipedrive, but we don’t believe the platform sticks out in the congested field of CRM software application. For approximately half the cost, Apptivo is just as easy to use, offers just as lots of personalization options, and includes e-mail marketing and project management tools. Pipedrive Platinum Features.
Pipedrive CRM crucial features
One of 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 many companies. You can develop an unlimited number of custom offer pipelines, each with as numerous steps as you need. The offer pipelines are basically kanban boards, allowing you to drag and drop deals from one phase to the next as your sales team makes progress.
Pipedrive Platinum Features
Pipedrive consists of an integrated calendar for quickly scheduling 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 enables you to propose conference times to a customer by designating particular times that you’re offered. Helpfully, upcoming meetings are displayed in your deal pipelines by a series of icons.
Pipedrive deals a brand-new suite of tools called Leadbooster to assist you discover new leads. This is a paid add-on to any of Pipedrive’s strategies that expenses $39 monthly. It consists of easy web forms that you can embed in your site as well as a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can help you find potential clients from a database of more than 400 million online profiles. Pipedrive Platinum Features.
The reporting user interface in Pipedrive is another highlight of this platform. You can develop a limitless number of customized reporting control panels and dozens of customized reports. All data can be exported to Excel with a click if you want much more analytical power.
Pipedrive supports automated workflows to assist your sales team remain on leading deals. The software application features more than 30 workflow templates that can instantly move deals through your pipeline, schedule conferences, or activate e-mails. You can likewise produce your own workflows utilizing a simple visual editing interface. Pipedrive Platinum Features.
Pipedrive CRM: What’s new?
Pipedrive has actually been hectic making updates to its platform considering that we last reviewed this CRM. It recently included integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Platinum Features.
Pipedrive likewise added two-factor authentication and gave users the ability to group custom reports within the reporting control panel.
Pipedrive Platinum Features
Pipedrive CRM: Rates
Pipedrive offers 4 rates plans: Essential, Advanced, Specialist, and Enterprise. All strategies include unlimited offer pipelines, contacts and personalized reports.
Pipedrive CRM Vital Plan
The Necessary plan has just restricted activity management functions and doesn’t include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, however does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Professional plan enables you to arrange your sales employees into groups, supplies more in-depth reporting options, and offers custom report fields.
Pipedrive CRM Business Plan
The Business strategy comes with phone support (in addition to live chat, readily available on all plans) and security notifies.
Strategies can be paid monthly, or every year for a discount. You can try out Pipedrive totally free for 2 week before purchasing a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and how much leeway the custom-made pipelines and control panels afford. Pipedrive Platinum Features.
Pipedrive CRM: Adding deals
We started operating in Pipedrive by producing a set of offers. The procedure was extremely easy, since you can include offers right from inside your offer pipeline instead of requiring to very first browse to the relevant contact.
A pop-up let us include details about the contact behind the offer, the deal’s anticipated value, which pipeline to add it to, and what stage to put it in. Even better, Pipedrive offered the choice of including custom fields to the offer information, which would be terrific for scoring leads and appointing priority to deals. Pipedrive Platinum Features.
Establishing a completely new deal pipeline was just as easy. You can add as numerous phases as you want, and Pipedrive enables you to appoint a probability to each phase to indicate the likelihood of a handle the stage closing. (Pipedrive does not use past data to automatically calculate these probabilities.).
Pipedrive Platinum Features
Pipedrive CRM: Getting customized reports
Browsing the reporting module within Pipedrive was just as simple. The platform consists of a default control panel and 11 premade reports, which by themselves will provide a lot of information for numerous small companies. Reports in the dashboard can be rearranged simply by dragging and dropping and filtered by date range or a set of workers.
Creating a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can integrate with logical operators to produce an extremely specific dataset, which you can then plot onto several various chart types. Listed below the charts, you’ll discover 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 conserved and organized into folders for fast gain access to later. Pipedrive Platinum Features.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being incredibly easy to use. Nevertheless, for the cost, it does not have some sophisticated features that we’ve seen in comparable CRM software application. Pipedrive Platinum Features.
Among the most notable rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just a little more than Pipedrive. Zoho CRM uses unrestricted pipelines and dashboards just like Pipedrive, but it likewise uses unrestricted workflow automations with its entry-level plan. It likewise uses email marketing– a critical function of a detailed CRM– as a basic 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 for the first time. Our Zoho CRM evaluation( opens in brand-new tab) discovered that the platform has a high knowing curve. Nevertheless, navigating that curve might deserve it if your business requires to know how to prioritize deals or wants to use e-mail marketing to generate brand-new leads.
Another Pipedrive alternative that deserves an appearance is Apptivo. This platform is unusual in that it provides only a standard set of CRM functions, then lets you tailor the software application with lots of apps. That’s a major benefit if your service is scaling rapidly, given that you can quickly add functions onto the software as you need them. Pipedrive Platinum Features.
The only thing missing in Apptivo is the capability to drag and drop deals through your pipeline. That’s barely vital, and for the price– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better option for the majority of growing businesses. Pipedrive Platinum Features.
Pipedrive: Last verdict
Pipedrive is one of the most easy to use CRM platforms we’ve tested. It’s simple to browse from the minute you first open the platform and allows you to just drag and drop deals as they move through your sales pipeline. It’s likewise extremely adjustable, providing limitless deal pipelines and exceptional reporting capabilities. Pipedrive Platinum Features.
While Pipedrive does an excellent task at assisting your group manage deals and set up meetings with prospective customers, we found that it’s much more restricted in scope and functionality than contending CRM software application. Pipedrive has just the most fundamental email marketing tools available and does not use any functions for job management. In addition, lead generation features like web types 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. Nevertheless, it may not be the best alternative for services that are searching for an extensive, scalable CRM option.
For that, we think Zoho CRM or Apptivo are better alternatives. Apptivo in particular stands out since it costs significantly less than Pipedrive and provides much of the same performance. Apptivo’s platform, which uses apps like foundation, can also much better grow with the requirements of your service. Pipedrive Platinum Features.