Pipedrive CRM review – Pipedrive Outlook Calendar Sync
We evaluate Pipedrive, an easy to use CRM that’s got all the fundamental tools without the premium features or pricetag. Pipedrive Outlook Calendar Sync.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized organizations. Discover if it’s the best CRM software solutions( opens in brand-new tab) for your business in our Pipedrive CRM review. Pipedrive Outlook Calendar Sync.
Pipedrive Outlook Calendar Sync
Pipedrive CRM evaluation: Snapshot
Pipedrive is an incredibly user-friendly CRM that’s perfect for small businesses turning to CRM software for the very first time. It permits you to develop a limitless variety of custom deal pipelines and move offers through them simply by dragging and dropping. The platform also uses extremely adjustable reports, straightforward calendar and e-mail combinations, and automated workflows to improve your sales procedure. Pipedrive Outlook Calendar Sync.
While Pipedrive does a fantastic task with the tools it has, it’s missing out on a great deal of tools that growing services need. It does not use job management tools and there are reasonably couple of email marketing tools. You likewise need to pay additional for web forms and chatbots that can assist you produce brand-new leads.
Overall, we delight in the experience of using Pipedrive, however we do not believe the platform stands apart in the crowded field of CRM software. For roughly half the cost, Apptivo is just as easy to use, uses just as many customization choices, and consists of e-mail marketing and job management tools. Pipedrive Outlook Calendar Sync.
Pipedrive CRM crucial functions
One of the best aspects of Pipedrive is how easy it is to handle offers. The platform starts you off with a default offer pipeline that ought to work for the majority of businesses. Additionally, you can produce a limitless variety of custom deal pipelines, each with as many steps as you require. The offer pipelines are basically kanban boards, enabling you to drag and drop offers from one stage to the next as your sales team makes progress.
Pipedrive Outlook Calendar Sync
Pipedrive consists of a built-in calendar for easily arranging conferences and tasks. If you utilize Outlook or Google Calendar, you can establish automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline allows you to propose meeting times to a client by designating specific times that you’re offered. Helpfully, upcoming conferences are shown in your deal pipelines by a series of icons.
Pipedrive offers a new suite of tools called Leadbooster to help you find new leads. This is a paid add-on to any of Pipedrive’s plans that expenses $39 monthly. It consists of basic web types that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can help you find potential clients from a database of more than 400 million online profiles. Pipedrive Outlook Calendar Sync.
The reporting interface in Pipedrive is another emphasize of this platform. You can develop an endless variety of custom-made reporting dashboards and dozens of customized reports. All information can be exported to Excel with a click if you want a lot more analytical power.
Pipedrive supports automated workflows to help your sales team stay on leading deals. The software includes more than 30 workflow design templates that can immediately move deals through your pipeline, schedule conferences, or set off emails. You can also develop your own workflows using a straightforward visual modifying interface. Pipedrive Outlook Calendar Sync.
Pipedrive CRM: What’s brand-new?
Pipedrive has been hectic making updates to its platform given that we last examined this CRM. It recently added combinations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Outlook Calendar Sync.
Pipedrive also added two-factor authentication and offered users the capability to group customized reports within the reporting control panel.
Pipedrive Outlook Calendar Sync
Pipedrive CRM: Rates
Pipedrive offers four rates plans: Important, Advanced, Specialist, and Enterprise. All strategies consist of unrestricted offer pipelines, contacts and adjustable reports.
Pipedrive CRM Important Strategy
The Vital strategy has just limited activity management features and does not include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, but lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Strategy
The Professional plan allows you to organize your sales employees into groups, supplies more in-depth reporting alternatives, and offers customized report fields.
Pipedrive CRM Business Strategy
The Enterprise plan features phone support (in addition to live chat, available on all plans) and security alerts.
Plans can be paid monthly, or every year for a discount. You can check out Pipedrive free of charge for 14 days prior to purchasing a strategy.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to utilize and how much freedom the custom-made pipelines and dashboards afford. Pipedrive Outlook Calendar Sync.
Pipedrive CRM: Including deals
We started operating in Pipedrive by creating a set of offers. The process was incredibly easy, given that you can add deals right from inside your deal pipeline instead of needing to first browse to the relevant contact.
A pop-up let us add details about the contact behind the deal, the deal’s expected worth, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive provided the choice of adding customized fields to the deal information, which would be excellent for scoring leads and assigning top priority to offers. Pipedrive Outlook Calendar Sync.
Establishing a completely new deal pipeline was just as easy. You can add as numerous stages as you want, and Pipedrive enables you to assign a probability to each stage to indicate the possibility of a handle the stage closing. (Pipedrive does not utilize past information to immediately calculate these probabilities.).
Pipedrive Outlook Calendar Sync
Pipedrive CRM: Generating custom-made reports
Browsing the reporting module within Pipedrive was just as simple. The platform includes a default dashboard and 11 premade reports, which by themselves will provide plenty of info for many small companies. Reports in the dashboard can be reorganized just by dragging and dropping and filtered by date variety or a set of staff members.
Producing a new report only took a couple of clicks. Pipedrive offers a set of filters that you can combine with rational operators to produce an extremely particular dataset, which you can then plot onto several different chart types. Below the charts, you’ll find a summary table with all of the relevant information and an option to export a CSV for more analysis.
All custom-made reports can be saved and organized into folders for quick gain access to later. Pipedrive Outlook Calendar Sync.
Alternatives to Pipedrive CRM
Pipedrive stick out for being incredibly easy to use. However, for the rate, it does not have some innovative features that we’ve seen in similar CRM software application. Pipedrive Outlook Calendar Sync.
One of the most significant rivals to Pipedrive is Zoho CRM( opens in new tab), which costs just slightly more than Pipedrive. Zoho CRM offers limitless pipelines and control panels much like Pipedrive, but it likewise uses limitless workflow automations with its entry-level strategy. It also offers e-mail marketing– a vital function of a comprehensive CRM– as a basic feature.
The disadvantage to Zoho CRM is that its feature-rich interface isn’t easy to use, specifically if you’re diving into CRM software application for the very first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a high learning curve. Nevertheless, navigating that curve may deserve it if your organization requires to know how to prioritize deals or wishes to utilize e-mail marketing to generate new leads.
Another Pipedrive option that’s worth a look is Apptivo. This platform is unusual in that it offers only a standard set of CRM functions, then lets you personalize the software with dozens of apps. That’s a significant benefit if your service is scaling quickly, considering that you can easily include functions onto the software as you need them. Pipedrive Outlook Calendar Sync.
The only thing missing in Apptivo is the capability to drag and drop deals through your pipeline. That’s barely important, and for the rate– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better option for most growing services. Pipedrive Outlook Calendar Sync.
Pipedrive: Last decision
Pipedrive is among the most easy to use 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 also highly adjustable, using endless offer pipelines and exceptional reporting abilities. Pipedrive Outlook Calendar Sync.
While Pipedrive does a great job at helping your group handle offers and set up meetings with prospective clients, we found that it’s much more limited in scope and performance than contending CRM software. Pipedrive has only one of the most standard email marketing tools offered and doesn’t offer any features for task management. In addition, list building functions like web types and chatbots need a paid add-on.
Eventually, that suggests that Pipedrive can work well for organizations that are upgrading to a CRM for the very first time. It might not be the best choice for businesses that are looking for a comprehensive, scalable CRM solution.
For that, we believe Zoho CRM or Apptivo are better alternatives. 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 building blocks, can also better grow with the needs of your business. Pipedrive Outlook Calendar Sync.