Pipedrive CRM evaluation – Color Code Pipedrive
We review Pipedrive, an user-friendly CRM that’s got all the standard tools without the premium functions or pricetag. Color Code Pipedrive.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized businesses. Discover if it’s the very best CRM software options( opens in brand-new tab) for your business in our Pipedrive CRM evaluation. Color Code Pipedrive.
Color Code Pipedrive
Pipedrive CRM review: Snapshot
Pipedrive is an exceptionally user-friendly CRM that’s ideal for small companies relying on CRM software for the very first time. It allows you to build a limitless number of custom offer pipelines and move offers through them just by dragging and dropping. The platform likewise uses extremely adjustable reports, simple calendar and email integrations, and automated workflows to simplify your sales process. Color Code Pipedrive.
While Pipedrive does an excellent job with the tools it has, it’s missing a lot of tools that growing organizations require. It does not offer task management tools and there are fairly few email marketing tools. You also need 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, however we don’t think the platform stands apart in the congested field of CRM software. For roughly half the rate, Apptivo is just as easy to use, provides just as numerous personalization alternatives, and includes email marketing and project management tools. Color Code Pipedrive.
Pipedrive CRM essential functions
Among the best features of Pipedrive is how easy it is to manage deals. The platform begins you off with a default offer pipeline that must work for most services. You can create an unlimited number of customized deal pipelines, each with as numerous actions as you need. The offer pipelines are basically kanban boards, allowing you to drag and drop offers from one stage to the next as your sales team makes progress.
Color Code Pipedrive
Pipedrive consists of an integrated calendar for easily arranging conferences 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 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 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 expenses $39 monthly. It includes basic web forms 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 assist you discover possible customers from a database of more than 400 million online profiles. Color Code Pipedrive.
The reporting interface in Pipedrive is another highlight of this platform. You can produce an endless number of customized reporting dashboards and dozens of custom reports. All data can be exported to Excel with a click if you desire much more analytical power.
Pipedrive supports automated workflows to assist your sales group remain on leading deals. The software comes with more than 30 workflow templates that can automatically move deals through your pipeline, schedule conferences, or activate emails. You can also develop your own workflows using a simple visual modifying user interface. Color Code Pipedrive.
Pipedrive CRM: What’s new?
Pipedrive has been busy making updates to its platform given that we last evaluated this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Color Code Pipedrive.
Pipedrive also added two-factor authentication and provided users the ability to group custom-made reports within the reporting control panel.
Color Code Pipedrive
Pipedrive CRM: Pricing
Pipedrive offers four pricing strategies: Vital, Advanced, Professional, and Business. All plans consist of endless deal pipelines, contacts and customizable reports.
Pipedrive CRM Vital Plan
The Essential plan has just restricted activity management functions and does not include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, but does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Expert plan allows you to arrange your sales workers into teams, provides more comprehensive reporting options, and uses customized report fields.
Pipedrive CRM Business Strategy
The Business plan features phone assistance (in addition to live chat, available on all strategies) and security signals.
Strategies can be paid monthly, or annually for a discount. You can try Pipedrive for free for 2 week prior to purchasing a strategy.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and just how much freedom the customized pipelines and control panels afford. Color Code Pipedrive.
Pipedrive CRM: Adding offers
We began operating in Pipedrive by creating a set of offers. The procedure was extremely basic, given that you can include deals right from inside your offer pipeline instead of needing to first browse to the appropriate contact.
A pop-up let us include information about the contact behind the deal, the offer’s anticipated worth, which pipeline to include it to, and what phase to put it in. Even much better, Pipedrive used the choice of adding customized fields to the deal information, which would be excellent for scoring leads and assigning priority to offers. Color Code Pipedrive.
Setting up an entirely new deal pipeline was just as simple. You can include as numerous stages as you desire, and Pipedrive allows you to appoint a possibility to each phase to show the probability of a deal in the stage closing. (Pipedrive doesn’t use past data to instantly calculate these likelihoods.).
Color Code Pipedrive
Pipedrive CRM: Getting custom reports
Navigating 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 use a lot of info for numerous small businesses. Reports in the control panel can be rearranged just by dragging and dropping and filtered by date variety or a set of staff members.
Creating a new report only took a couple of clicks. Pipedrive deals a set of filters that you can combine with sensible operators to create an extremely particular dataset, which you can then outline onto numerous different chart types. Below the charts, you’ll discover a summary table with all of the appropriate information and an alternative to export a CSV for more analysis.
All customized reports can be saved and organized into folders for fast access later. Color Code Pipedrive.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being exceptionally easy to use. However, for the price, it does not have some sophisticated functions that we’ve seen in equivalent CRM software application. Color Code Pipedrive.
One of the most noteworthy competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just a little more than Pipedrive. Zoho CRM provides limitless pipelines and dashboards just like Pipedrive, but it likewise offers endless workflow automations with its entry-level plan. It likewise offers email marketing– an important function of a comprehensive CRM– as a basic function.
The downside to Zoho CRM is that its feature-rich user interface isn’t easy to use, particularly if you’re diving into CRM software application for the very first time. Our Zoho CRM review( opens in new tab) discovered that the platform has a steep knowing curve. Nevertheless, navigating that curve may be worth it if your service requires to know how to focus on offers or wants to utilize email 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 fundamental set of CRM functions, then lets you personalize the software with dozens of apps. That’s a significant benefit if your business is scaling rapidly, because you can easily include functions onto the software application as you require them. Color Code Pipedrive.
The only thing missing in Apptivo is the ability to drag and drop deals through your pipeline. That’s barely vital, and for the price– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a much better choice for the majority of growing businesses. Color Code Pipedrive.
Pipedrive: Final verdict
Pipedrive is among the most easy to use CRM platforms we have actually tested. It’s easy to browse from the minute you first open the platform and allows you to just drag and drop offers as they move through your sales pipeline. It’s likewise highly customizable, offering endless deal pipelines and excellent reporting capabilities. Color Code Pipedrive.
While Pipedrive does a terrific job at helping your group handle offers and established meetings with potential clients, we discovered that it’s far more minimal in scope and functionality than completing CRM software. Pipedrive has just one of the most standard e-mail marketing tools readily available and does not use any functions for project management. In addition, list building functions like web kinds and chatbots require a paid add-on.
Ultimately, that indicates that Pipedrive can work well for businesses that are upgrading to a CRM for the very first time. Nevertheless, it may not be the very best option for companies that are looking for a thorough, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are much better choices. Apptivo in particular stands out due to the fact that it costs significantly less than Pipedrive and offers much of the exact same performance. Apptivo’s platform, which utilizes apps like foundation, can also better grow with the needs of your service. Color Code Pipedrive.