Pipedrive CRM evaluation – Pipedrive Use Cases
We evaluate Pipedrive, an easy to use CRM that’s got all the basic tools without the premium features or pricetag. Pipedrive Use Cases.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized services. Discover if it’s the best CRM software application options( opens in new tab) for your business in our Pipedrive CRM evaluation. Pipedrive Use Cases.
Pipedrive Use Cases
Pipedrive CRM review: Snapshot
Pipedrive is an incredibly easy to use CRM that’s perfect for small companies relying on CRM software application for the first time. It enables you to build a limitless number of customized offer pipelines and move offers through them simply by dragging and dropping. The platform also provides highly customizable reports, simple calendar and e-mail integrations, and automated workflows to enhance your sales process. Pipedrive Use Cases.
While Pipedrive does a terrific job with the tools it has, it’s missing out on a lot of tools that growing organizations need. It does not use task management tools and there are fairly couple of email marketing tools. You also have to pay extra for web types and chatbots that can help you create brand-new leads.
Overall, we enjoy the experience of using Pipedrive, but we don’t think the platform stands apart in the congested field of CRM software application. For roughly half the rate, Apptivo is just as easy to use, uses just as numerous customization options, and consists of e-mail marketing and project management tools. Pipedrive Use Cases.
Pipedrive CRM essential functions
One of the very best features of Pipedrive is how simple it is to manage offers. The platform starts you off with a default offer pipeline that should work for the majority of organizations. You can create an unlimited number of customized offer pipelines, each with as lots of actions as you need. The offer pipelines are essentially kanban boards, allowing you to drag and drop deals from one stage to the next as your sales team makes progress.
Pipedrive Use Cases
Pipedrive includes a built-in calendar for easily arranging 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 conference times to a client by designating specific times that you’re offered. Helpfully, upcoming conferences are shown in your offer pipelines by a series of icons.
Pipedrive deals a brand-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 costs $39 monthly. It includes easy web types that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster likewise features a web scraping tool that can help you find potential customers from a database of more than 400 million online profiles. Pipedrive Use Cases.
The reporting user interface in Pipedrive is another highlight of this platform. You can produce an unlimited variety of custom reporting dashboards and dozens of custom reports. All information can be exported to Excel with a click if you desire much more analytical power.
Pipedrive supports automated workflows to assist your sales group stay on top offers. The software features more than 30 workflow templates that can immediately move offers through your pipeline, schedule meetings, or activate e-mails. You can likewise develop your own workflows using an uncomplicated visual editing user interface. Pipedrive Use Cases.
Pipedrive CRM: What’s new?
Pipedrive has been hectic making updates to its platform considering that we last examined this CRM. It just recently added combinations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Use Cases.
Pipedrive also added two-factor authentication and gave users the capability to group custom-made reports within the reporting control panel.
Pipedrive Use Cases
Pipedrive CRM: Pricing
Pipedrive offers 4 pricing plans: Essential, Advanced, Specialist, and Business. All plans consist of unlimited offer pipelines, contacts and adjustable reports.
Pipedrive CRM Important Strategy
The Important strategy has just limited activity management functions and does not consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, however does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Strategy
The Professional strategy enables you to arrange your sales workers into groups, provides more in-depth reporting choices, and provides custom report fields.
Pipedrive CRM Business Strategy
The Business plan includes phone support (in addition to live chat, offered on all plans) and security alerts.
Strategies can be paid monthly, or every year for a discount. You can try out Pipedrive free of charge for 14 days prior to buying a strategy.
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 pipelines and control panels pay for. Pipedrive Use Cases.
Pipedrive CRM: Including offers
We started operating in Pipedrive by creating a set of deals. The process was extremely simple, because you can include offers right from inside your deal pipeline instead of requiring to first browse to the appropriate contact.
A pop-up let us add details about the contact behind the deal, the deal’s expected value, which pipeline to include it to, and what stage to put it in. Even better, Pipedrive offered the alternative of adding custom fields to the deal details, which would be fantastic for scoring leads and appointing concern to deals. Pipedrive Use Cases.
Setting up an entirely new deal pipeline was just as simple. You can add as lots of phases as you desire, and Pipedrive enables you to appoint a probability to each phase to indicate the probability of a deal in the stage closing. (Pipedrive doesn’t utilize previous information to automatically compute these possibilities.).
Pipedrive Use Cases
Pipedrive CRM: Generating custom 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 offer plenty of information for many small companies. Reports in the control panel can be reorganized just 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 sensible operators to develop a highly particular dataset, which you can then outline onto several various chart types. Below the charts, you’ll discover a summary table with all of the relevant data and an option to export a CSV for additional analysis.
All custom reports can be saved and organized into folders for quick gain access to later. Pipedrive Use Cases.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being extremely easy to use. Nevertheless, for the price, it lacks some innovative functions that we’ve seen in similar CRM software application. Pipedrive Use Cases.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in new tab), which costs simply a little more than Pipedrive. Zoho CRM offers unlimited pipelines and control panels much like Pipedrive, however it likewise uses unlimited workflow automations with its entry-level plan. It also offers email marketing– an important function of an extensive CRM– as a basic function.
The drawback to Zoho CRM is that its feature-rich interface isn’t easy to use, especially if you’re diving into CRM software for the first time. Our Zoho CRM evaluation( opens in new tab) discovered that the platform has a high knowing curve. Nevertheless, navigating that curve might be worth it if your company requires to understand how to focus on deals or wants to use e-mail marketing to bring in new leads.
Another Pipedrive option that’s worth a look is Apptivo. This platform is unusual because it offers just a fundamental set of CRM functions, then lets you tailor the software with lots of apps. That’s a significant benefit if your organization is scaling rapidly, since you can easily include functions onto the software as you require them. Pipedrive Use Cases.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. That’s barely important, and for the cost– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better option for many growing companies. Pipedrive Use Cases.
Pipedrive: Last decision
Pipedrive is among the most user-friendly CRM platforms we’ve checked. It’s easy to navigate from the minute you first open the platform and allows you to merely drag and drop offers as they move through your sales pipeline. It’s likewise highly personalized, offering unrestricted deal pipelines and excellent reporting abilities. Pipedrive Use Cases.
While Pipedrive does a fantastic task at assisting your group handle deals and established meetings with possible customers, we found that it’s much more limited in scope and performance than competing CRM software. Pipedrive has just the most basic e-mail marketing tools available and does not provide any functions for task management. In addition, list building features like web forms and chatbots require a paid add-on.
Eventually, that implies that Pipedrive can work well for businesses that are upgrading to a CRM for the very first time. However, it might not be the best option for companies that are trying to find a detailed, scalable CRM option.
For that, we think Zoho CRM or Apptivo are much better options. Apptivo in particular stands out since it costs significantly less than Pipedrive and provides much of the exact same functionality. Apptivo’s platform, which utilizes apps like building blocks, can likewise better grow with the requirements of your business. Pipedrive Use Cases.