Pipedrive CRM evaluation – Pipedrive Sync With Outlook Calendar
We examine Pipedrive, an user-friendly CRM that’s got all the basic tools without the premium features or pricetag. Pipedrive Sync With Outlook Calendar.
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 services( opens in brand-new tab) for your business in our Pipedrive CRM evaluation. Pipedrive Sync With Outlook Calendar.
Pipedrive Sync With Outlook Calendar
Pipedrive CRM evaluation: Snapshot
Pipedrive is an incredibly user-friendly CRM that’s perfect for small businesses turning to CRM software application for the first time. It enables you to construct a limitless variety of custom offer pipelines and move offers through them just by dragging and dropping. The platform also provides highly customizable reports, simple calendar and e-mail integrations, and automated workflows to streamline your sales procedure. Pipedrive Sync With Outlook Calendar.
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While Pipedrive does a great task with the tools it has, it’s missing out on a great deal of tools that growing companies require. It does not use project management tools and there are reasonably few e-mail marketing tools. You also need to pay extra for web types and chatbots that can assist you produce new leads.
Overall, we enjoy the experience of using Pipedrive, however we do not believe the platform stands out in the crowded field of CRM software. For roughly half the rate, Apptivo is just as easy to use, uses just as many personalization options, and includes email marketing and task management tools. Pipedrive Sync With Outlook Calendar.
Pipedrive CRM key features
One of the best things about Pipedrive is how easy it is to manage deals. The platform begins you off with a default deal pipeline that should work for many organizations. You can produce an endless number of customized deal pipelines, each with as many actions as you require. The deal 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 Sync With Outlook Calendar
Pipedrive includes a built-in calendar for quickly scheduling meetings and jobs. 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 specific times that you’re readily available. Helpfully, upcoming conferences are displayed in your deal pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to help you discover new leads. This is a paid add-on to any of Pipedrive’s plans that costs $39 per month. It includes easy web types that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can help you discover possible clients from a database of more than 400 million online profiles. Pipedrive Sync With Outlook Calendar.
The reporting interface in Pipedrive is another highlight of this platform. You can create an unrestricted variety of customized reporting control panels and dozens of custom-made reports. All data can be exported to Excel with a click if you desire a lot more analytical power.
Pipedrive supports automated workflows to help your sales team stay on leading offers. The software includes more than 30 workflow design templates that can automatically move offers through your pipeline, schedule meetings, or set off e-mails. You can likewise produce your own workflows utilizing a straightforward visual editing interface. Pipedrive Sync With Outlook Calendar.
Pipedrive CRM: What’s new?
Pipedrive has been busy making updates to its platform since we last evaluated this CRM. It just recently added combinations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Sync With Outlook Calendar.
Pipedrive also added two-factor authentication and provided users the ability to group customized reports within the reporting control panel.
Pipedrive Sync With Outlook Calendar
Pipedrive CRM: Pricing
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Pipedrive deals four pricing plans: Essential, Advanced, Specialist, and Business. All strategies consist of endless offer pipelines, contacts and adjustable reports.
Pipedrive CRM Necessary Strategy
The Important plan has only limited activity management features and does not include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, but does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Strategy
The Expert strategy enables you to organize your sales employees into groups, offers more comprehensive reporting options, and uses custom-made report fields.
Pipedrive CRM Business Plan
The Enterprise strategy includes phone assistance (in addition to live chat, available on all plans) and security signals.
Strategies can be paid monthly, or yearly for a discount. You can try Pipedrive for free for 2 week before purchasing a strategy.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and just how much leeway the customized pipelines and dashboards pay for. Pipedrive Sync With Outlook Calendar.
Pipedrive CRM: Adding offers
We began working in Pipedrive by producing a set of offers. The procedure was extremely basic, given that you can include offers right from inside your deal pipeline instead of needing to very first browse to the appropriate contact.
A pop-up let us add details about the contact behind the offer, the offer’s expected value, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive provided the alternative of including custom fields to the deal information, which would be terrific for scoring leads and appointing top priority to deals. Pipedrive Sync With Outlook Calendar.
Setting up a totally new deal pipeline was just as easy. You can add as lots of stages as you desire, and Pipedrive allows you to designate a possibility to each stage to show the likelihood of a handle the stage closing. (Pipedrive doesn’t utilize previous information to immediately determine these possibilities.).
Pipedrive Sync With Outlook Calendar
Pipedrive CRM: Generating custom-made reports
Browsing the reporting module within Pipedrive was just as straightforward. The platform consists of a default control panel and 11 premade reports, which on their own will use lots of details for lots of small companies. Reports in the dashboard can be reorganized just by dragging and dropping and filtered by date variety or a set of workers.
Creating a brand-new report just took a couple of clicks. Pipedrive deals a set of filters that you can combine with logical operators to develop a highly particular dataset, which you can then plot onto several various chart types. Listed below the charts, you’ll find a summary table with all of the relevant data and an option to export a CSV for more analysis.
All customized reports can be saved and grouped into folders for fast gain access to later. Pipedrive Sync With Outlook Calendar.
Alternatives to Pipedrive CRM
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Pipedrive stands out for being extremely easy to use. For the rate, it does not have some innovative functions that we’ve seen in equivalent CRM software. Pipedrive Sync With Outlook Calendar.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just slightly more than Pipedrive. Zoho CRM provides endless pipelines and control panels just like Pipedrive, but it also provides endless workflow automations with its entry-level strategy. It also uses e-mail marketing– a critical function of a detailed CRM– as a standard feature.
The drawback to Zoho CRM is that its feature-rich user 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 new tab) found that the platform has a high knowing curve. However, navigating that curve might deserve it if your service requires to know how to focus on offers or wishes to use email marketing to bring in brand-new leads.
Another Pipedrive option that’s worth an appearance is Apptivo. This platform is uncommon because it offers only a basic set of CRM functions, then lets you tailor the software with lots of apps. That’s a major advantage if your business is scaling quickly, because you can quickly include features onto the software application as you require them. Pipedrive Sync With Outlook Calendar.
The only thing missing in Apptivo is the ability to drag and drop offers through your pipeline. That’s barely essential, and for the rate– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a much better choice for most growing services. Pipedrive Sync With Outlook Calendar.
Pipedrive: Final verdict
Pipedrive is among the most user-friendly CRM platforms we’ve checked. It’s simple to navigate from the minute you first open the platform and enables you to merely drag and drop offers as they move through your sales pipeline. It’s also extremely customizable, using unrestricted offer pipelines and exceptional reporting capabilities. Pipedrive Sync With Outlook Calendar.
While Pipedrive does a fantastic job at helping your group handle offers and set up meetings with potential clients, we found that it’s far more minimal in scope and functionality than competing CRM software. Pipedrive has just one of the most fundamental email marketing tools offered and does not offer any functions for job management. In addition, list building functions like web forms and chatbots require a paid add-on.
Eventually, that means that Pipedrive can work well for services that are upgrading to a CRM for the very first time. It may not be the finest alternative for services that are looking for a comprehensive, scalable CRM service.
For that, we think Zoho CRM or Apptivo are better options. Apptivo in particular stands out due to the fact that it costs considerably less than Pipedrive and provides much of the very same performance. Apptivo’s platform, which uses apps like foundation, can also better grow with the needs of your organization. Pipedrive Sync With Outlook Calendar.
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