Pipedrive CRM evaluation – Pipedrive Sync Outlook
We evaluate Pipedrive, an easy to use CRM that’s got all the basic tools without the premium features or pricetag. Pipedrive Sync Outlook.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized services. Discover if it’s the very best CRM software application solutions( opens in brand-new tab) for your company in our Pipedrive CRM review. Pipedrive Sync Outlook.
Pipedrive Sync Outlook
Pipedrive CRM review: Snapshot
Pipedrive is an incredibly user-friendly CRM that’s ideal for small businesses relying on CRM software for the first time. It enables you to construct an endless variety of customized offer pipelines and move deals through them just by dragging and dropping. The platform also uses highly customizable reports, simple calendar and e-mail combinations, and automated workflows to streamline your sales procedure. Pipedrive Sync Outlook.
While Pipedrive does a terrific task with the tools it has, it’s missing out on a great deal of tools that growing services need. It doesn’t offer project management tools and there are relatively couple of email marketing tools. You likewise have to pay extra for web kinds and chatbots that can assist you produce new leads.
Overall, we take pleasure in the experience of using Pipedrive, but we do not believe the platform stands apart in the congested field of CRM software application. For roughly half the price, Apptivo is just as easy to use, provides just as many personalization options, and includes e-mail marketing and task management tools. Pipedrive Sync Outlook.
Pipedrive CRM essential features
Among the very best features of Pipedrive is how simple it is to handle offers. The platform begins you off with a default deal pipeline that must work for the majority of organizations. Alternatively, you can produce an endless variety of customized deal pipelines, each with as lots of steps as you require. The offer pipelines are essentially kanban boards, enabling you to drag and drop deals from one stage to the next as your sales team makes progress.
Pipedrive Sync Outlook
Pipedrive includes a built-in calendar for quickly setting up conferences and tasks. If you use Outlook or Google Calendar, you can set up automatic 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 conferences are displayed in your deal pipelines by a series of icons.
Pipedrive offers a new suite of tools called Leadbooster to assist you discover brand-new leads. This is a paid add-on to any of Pipedrive’s strategies that expenses $39 per month. It includes easy web forms that you can embed in your site as well as a live chat module with an optional chatbot. Leadbooster likewise includes a web scraping tool that can assist you find potential clients from a database of more than 400 million online profiles. Pipedrive Sync Outlook.
The reporting interface in Pipedrive is another emphasize of this platform. You can create an unlimited number of customized reporting dashboards and dozens of custom-made reports. All information can be exported to Excel with a click if you want much more analytical power.
Pipedrive supports automated workflows to help your sales team remain on leading offers. The software comes with more than 30 workflow templates that can automatically move deals through your pipeline, schedule meetings, or set off e-mails. You can likewise develop your own workflows using a simple visual modifying interface. Pipedrive Sync Outlook.
Pipedrive CRM: What’s new?
Pipedrive has actually been hectic making updates to its platform considering that we last evaluated this CRM. It just recently included combinations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Sync Outlook.
Pipedrive likewise added two-factor authentication and gave users the ability to group custom-made reports within the reporting dashboard.
Pipedrive Sync Outlook
Pipedrive CRM: Rates
Pipedrive deals four prices plans: Vital, Advanced, Professional, and Enterprise. All plans include unrestricted deal pipelines, contacts and customizable reports.
Pipedrive CRM Vital Plan
The Essential plan has only restricted activity management functions and doesn’t include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan includes automation, however does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Expert strategy enables you to arrange your sales staff members into teams, provides more comprehensive reporting choices, and uses customized report fields.
Pipedrive CRM Enterprise Strategy
The Enterprise plan comes with phone support (in addition to live chat, available on all strategies) and security notifies.
Plans can be paid monthly, or annually for a discount. You can experiment with Pipedrive for free for 14 days prior to acquiring a strategy.
Checking 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 pay for. Pipedrive Sync Outlook.
Pipedrive CRM: Including deals
We started operating in Pipedrive by producing a set of offers. The procedure was extremely easy, because you can include offers right from inside your deal pipeline instead of requiring to very first navigate to the relevant contact.
A pop-up let us include details about the contact behind the offer, the offer’s anticipated worth, which pipeline to add it to, and what phase to put it in. Even much better, Pipedrive used the choice of adding custom-made fields to the offer details, which would be fantastic for scoring leads and designating priority to deals. Pipedrive Sync Outlook.
Establishing an entirely new deal pipeline was just as simple. You can include as many phases as you want, and Pipedrive allows you to designate a possibility to each phase to indicate the likelihood of a handle the stage closing. (Pipedrive doesn’t use previous data to immediately compute these likelihoods.).
Pipedrive Sync Outlook
Pipedrive CRM: Generating custom-made reports
Navigating the reporting module within Pipedrive was just as simple. The platform includes a default dashboard and 11 premade reports, which by themselves will provide lots of information for many 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.
Developing a brand-new report only took a couple of clicks. Pipedrive offers a set of filters that you can integrate with logical operators to produce a highly specific dataset, which you can then plot onto numerous various chart types. Listed below the charts, you’ll discover a summary table with all of the appropriate data and an option to export a CSV for further analysis.
All custom-made reports can be conserved and organized into folders for quick access later on. Pipedrive Sync Outlook.
Alternatives to Pipedrive CRM
Pipedrive stands out for being exceptionally easy to use. Nevertheless, for the rate, it lacks some innovative functions that we’ve seen in similar CRM software. Pipedrive Sync Outlook.
One of the most notable rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply a little more than Pipedrive. Zoho CRM provides limitless pipelines and control panels similar to Pipedrive, but it also uses unlimited workflow automations with its entry-level strategy. It likewise provides email marketing– a crucial function of a comprehensive 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 very first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a steep knowing curve. Nevertheless, navigating that curve might be worth it if your business needs to know how to prioritize offers or wishes to utilize e-mail marketing to generate brand-new leads.
Another Pipedrive alternative that’s worth an appearance is Apptivo. This platform is unusual in that it supplies just a standard set of CRM functions, then lets you customize the software with dozens of apps. That’s a significant advantage if your company is scaling quickly, given that you can easily include features onto the software application as you need them. Pipedrive Sync Outlook.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. But that’s barely necessary, and for the price– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a better option for most growing businesses. Pipedrive Sync Outlook.
Pipedrive: Final verdict
Pipedrive is among the most easy to use CRM platforms we’ve checked. It’s easy to browse from the minute you first open the platform and enables you to just drag and drop offers as they move through your sales pipeline. It’s likewise extremely customizable, providing unlimited deal pipelines and outstanding reporting abilities. Pipedrive Sync Outlook.
While Pipedrive does an excellent task at helping your team handle deals and set up meetings with prospective clients, we discovered that it’s much more restricted in scope and performance than contending CRM software. Pipedrive has only the most standard e-mail marketing tools readily available and does not use any features for task management. In addition, lead generation functions like web kinds and chatbots require a paid add-on.
Eventually, that suggests that Pipedrive can work well for companies that are upgrading to a CRM for the first time. However, it may not be the very best alternative for companies that are looking for a comprehensive, scalable CRM option.
For that, we believe Zoho CRM or Apptivo are much better options. Apptivo in particular stands out since it costs considerably less than Pipedrive and provides much of the same performance. Apptivo’s platform, which uses apps like foundation, can likewise much better grow with the needs of your business. Pipedrive Sync Outlook.