Pipedrive CRM review – Pipedrive Integrations
We review Pipedrive, an easy to use CRM that’s got all the standard tools without the premium features or pricetag. Pipedrive Integrations.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized services. Discover if it’s the best CRM software solutions( opens in brand-new tab) for your company in our Pipedrive CRM review. Pipedrive Integrations.
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely easy to use CRM that’s perfect for small companies turning to CRM software application for the first time. It allows you to construct a limitless number of custom deal pipelines and move offers through them just by dragging and dropping. The platform likewise offers highly adjustable reports, straightforward calendar and e-mail combinations, and automated workflows to improve your sales procedure. Pipedrive Integrations.
While Pipedrive does a great task with the tools it has, it’s missing a great deal of tools that growing organizations need. It doesn’t provide project management tools and there are relatively few email marketing tools. You likewise have to pay extra for web types and chatbots that can help you generate brand-new leads.
Overall, we enjoy the experience of using Pipedrive, but we do not think the platform sticks out in the crowded field of CRM software. For roughly half the price, Apptivo is just as easy to use, provides just as numerous personalization alternatives, and consists of e-mail marketing and project management tools. Pipedrive Integrations.
Pipedrive CRM key features
One of the very best features of Pipedrive is how simple it is to handle deals. The platform starts you off with a default deal pipeline that must work for a lot of services. Additionally, you can develop an endless number of custom deal pipelines, each with as many steps as you need. The deal pipelines are essentially kanban boards, permitting you to drag and drop offers from one phase to the next as your sales group makes progress.
Pipedrive consists of an integrated calendar for quickly arranging conferences and jobs. 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 customer by designating specific times that you’re readily available. 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 help you discover brand-new leads. This is a paid add-on to any of Pipedrive’s plans that costs $39 monthly. It consists of basic web forms that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can help you discover prospective clients from a database of more than 400 million online profiles. Pipedrive Integrations.
The reporting interface in Pipedrive is another highlight of this platform. You can develop an unlimited variety of custom-made reporting control panels and lots of custom reports. All information can be exported to Excel with a click if you want much more analytical power.
Pipedrive supports automated workflows to assist your sales group remain on leading deals. The software application features more than 30 workflow design templates that can immediately move offers through your pipeline, schedule conferences, or trigger emails. You can likewise develop your own workflows using a simple visual editing interface. Pipedrive Integrations.
Pipedrive CRM: What’s brand-new?
Pipedrive has actually been hectic 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. Pipedrive Integrations.
Pipedrive also added two-factor authentication and provided users the ability to group custom-made reports within the reporting dashboard.
Pipedrive CRM: Rates
Pipedrive offers 4 rates plans: Essential, Advanced, Professional, and Enterprise. All strategies consist of endless offer pipelines, contacts and personalized reports.
Pipedrive CRM Important Strategy
The Essential plan has just restricted activity management functions and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy adds automation, however lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Specialist plan enables you to organize your sales workers into groups, supplies more detailed reporting choices, and provides custom-made report fields.
Pipedrive CRM Enterprise Plan
The Enterprise plan includes phone assistance (in addition to live chat, available on all plans) and security notifies.
Strategies can be paid monthly, or each year for a discount. You can try out Pipedrive for free for 14 days prior to acquiring a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to utilize and how much leeway the customized pipelines and dashboards afford. Pipedrive Integrations.
Pipedrive CRM: Including offers
We began working in Pipedrive by developing a set of deals. The procedure was exceptionally basic, given that you can add offers right from inside your offer pipeline instead of requiring to first navigate to the appropriate contact.
A pop-up let us add information about the contact behind the offer, the deal’s expected value, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive used the choice of including customized fields to the deal information, which would be great for scoring leads and designating concern to deals. Pipedrive Integrations.
Setting up an entirely new deal pipeline was just as simple. You can include as numerous stages as you want, and Pipedrive allows you to assign a possibility to each phase to indicate the likelihood of a handle the stage closing. (Pipedrive doesn’t utilize past information to instantly determine these probabilities.).
Pipedrive CRM: Getting custom reports
Navigating 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 offer plenty of info for many small companies. Reports in the dashboard can be rearranged simply by dragging and dropping and filtered by date range or a set of staff members.
Producing a new report just took a couple of clicks. Pipedrive deals a set of filters that you can combine with logical operators to produce an extremely particular dataset, which you can then outline onto several different chart types. 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 reports can be saved and grouped into folders for quick gain access to later. Pipedrive Integrations.
Alternatives to Pipedrive CRM
Pipedrive stands out for being extremely easy to use. However, for the price, it lacks some sophisticated functions that we’ve seen in equivalent CRM software. Pipedrive Integrations.
Among the most significant competitors to Pipedrive is Zoho CRM( opens in new tab), which costs simply a little more than Pipedrive. Zoho CRM provides unlimited pipelines and control panels just like Pipedrive, however it also provides endless workflow automations with its entry-level strategy. It also provides email marketing– an important function of a thorough CRM– as a basic function.
The drawback to Zoho CRM is that its feature-rich user interface isn’t easy to use, specifically if you’re diving into CRM software for the very first time. Our Zoho CRM evaluation( opens in brand-new tab) found that the platform has a high learning curve. Nevertheless, navigating that curve may be worth it if your company needs to know how to focus on deals or wants to utilize email marketing to bring in brand-new leads.
Another Pipedrive option that’s worth a look is Apptivo. This platform is unusual because it offers only a standard set of CRM functions, then lets you tailor the software with lots of apps. That’s a major advantage if your service is scaling rapidly, considering that you can easily include features onto the software as you require them. Pipedrive Integrations.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. However that’s hardly essential, and for the rate– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better option for many growing companies. Pipedrive Integrations.
Pipedrive: Last verdict
Pipedrive is among the most user-friendly CRM platforms we’ve checked. It’s simple to navigate from the minute you initially open the platform and allows you to simply drag and drop deals as they move through your sales pipeline. It’s likewise highly adjustable, providing limitless deal pipelines and excellent reporting capabilities. Pipedrive Integrations.
While Pipedrive does a fantastic job at helping your group manage offers and set up conferences with possible customers, we discovered that it’s a lot more limited in scope and functionality than contending CRM software. Pipedrive has just one of the most basic email marketing tools readily available and doesn’t offer any features for project management. In addition, list building features like web forms and chatbots need a paid add-on.
Ultimately, that suggests that Pipedrive can work well for businesses that are upgrading to a CRM for the first time. Nevertheless, it may not be the very best option for services that are looking for a comprehensive, scalable CRM option.
For that, we think Zoho CRM or Apptivo are better choices. Apptivo in particular stands apart because it costs substantially less than Pipedrive and offers much of the exact same functionality. Apptivo’s platform, which utilizes apps like building blocks, can also better grow with the requirements of your service. Pipedrive Integrations.