Pipedrive CRM review – Pipedrive Outlook Sync
We review Pipedrive, an user-friendly CRM that’s got all the standard tools without the premium features or pricetag. Pipedrive Outlook Sync.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized businesses. Learn if it’s the best CRM software application solutions( opens in new tab) for your company in our Pipedrive CRM evaluation. Pipedrive Outlook Sync.
Pipedrive Outlook Sync
Pipedrive CRM review: Snapshot
Pipedrive is an incredibly easy to use CRM that’s perfect for small businesses turning to CRM software application for the very first time. It enables you to develop a limitless number of customized offer pipelines and move offers through them just by dragging and dropping. The platform likewise provides extremely adjustable reports, simple calendar and e-mail integrations, and automated workflows to improve your sales procedure. Pipedrive Outlook Sync.
While Pipedrive does a fantastic task with the tools it has, it’s missing a lot of tools that growing organizations require. It doesn’t use project management tools and there are fairly few e-mail marketing tools. You likewise need to pay extra for web kinds and chatbots that can help you generate brand-new leads.
Overall, we delight in the experience of using Pipedrive, however we don’t believe the platform stands out in the congested field of CRM software. For approximately half the price, Apptivo is just as easy to use, uses just as numerous modification alternatives, and includes email marketing and job management tools. Pipedrive Outlook Sync.
Pipedrive CRM essential features
Among the best features of Pipedrive is how simple it is to manage deals. The platform starts you off with a default offer pipeline that must work for many businesses. Alternatively, you can develop an endless number of custom-made offer 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 team makes progress.
Pipedrive Outlook Sync
Pipedrive includes an integrated calendar for easily scheduling conferences and tasks. 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 particular times that you’re available. Helpfully, upcoming meetings are displayed in your offer pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to assist you find new leads. This is a paid add-on to any of Pipedrive’s plans that expenses $39 per month. It includes easy web kinds that you can embed in your site along with a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can help you discover prospective clients from a database of more than 400 million online profiles. Pipedrive Outlook Sync.
The reporting interface in Pipedrive is another emphasize of this platform. You can produce an unrestricted variety of custom-made reporting dashboards and lots of customized 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 application includes more than 30 workflow design templates that can instantly move offers through your pipeline, schedule conferences, or trigger e-mails. You can also develop your own workflows utilizing a straightforward visual editing interface. Pipedrive Outlook Sync.
Pipedrive CRM: What’s new?
Pipedrive has actually been busy making updates to its platform since we last reviewed this CRM. It just recently included combinations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Outlook Sync.
Pipedrive likewise included two-factor authentication and gave users the ability to group customized reports within the reporting control panel.
Pipedrive Outlook Sync
Pipedrive CRM: Prices
Pipedrive deals four prices plans: Vital, Advanced, Professional, and Enterprise. All plans include endless offer pipelines, contacts and personalized reports.
Pipedrive CRM Important Strategy
The Vital plan has only limited activity management features and doesn’t include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, but does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Strategy
The Professional plan allows you to arrange your sales workers into groups, supplies more detailed reporting alternatives, and provides customized report fields.
Pipedrive CRM Business Strategy
The Enterprise plan features phone assistance (in addition to live chat, available on all strategies) and security signals.
Strategies can be paid monthly, or each year for a discount. You can check out Pipedrive for free for 14 days prior to purchasing a strategy.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and how much leeway the custom-made pipelines and dashboards afford. Pipedrive Outlook Sync.
Pipedrive CRM: Including deals
We started working in Pipedrive by producing a set of deals. The process was exceptionally basic, since you can include deals right from inside your offer pipeline instead of needing to first navigate to the relevant contact.
A pop-up let us add information about the contact behind the deal, the deal’s anticipated worth, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive offered the option of including custom-made fields to the deal details, which would be great for scoring leads and designating top priority to deals. Pipedrive Outlook Sync.
Establishing a completely new deal pipeline was just as simple. You can add as many stages as you desire, and Pipedrive allows you to assign a likelihood to each phase to suggest the likelihood of a handle the stage closing. (Pipedrive doesn’t utilize previous data to instantly compute these possibilities.).
Pipedrive Outlook Sync
Pipedrive CRM: Getting custom-made reports
Browsing the reporting module within Pipedrive was just as straightforward. The platform includes a default dashboard and 11 premade reports, which on their own will provide plenty of information for numerous small companies. Reports in the dashboard can be reorganized simply by dragging and dropping and filtered by date range or a set of workers.
Developing a new report just took a few clicks. Pipedrive deals a set of filters that you can combine with rational operators to create an extremely particular dataset, which you can then outline onto several different chart types. Listed below the charts, you’ll discover a summary table with all of the pertinent information and an alternative to export a CSV for further analysis.
All customized reports can be saved and organized into folders for quick gain access to later. Pipedrive Outlook Sync.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being exceptionally easy to use. For the cost, it does not have some advanced features that we’ve seen in comparable CRM software application. Pipedrive Outlook Sync.
One of the most significant competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just a little more than Pipedrive. Zoho CRM offers limitless pipelines and control panels just like Pipedrive, however it also provides unrestricted workflow automations with its entry-level plan. It also uses email marketing– a crucial function of a detailed CRM– as a standard feature.
The drawback to Zoho CRM is that its feature-rich interface isn’t easy to use, specifically if you’re diving into CRM software for the very first time. Our Zoho CRM review( opens in brand-new tab) found that the platform has a steep knowing curve. Navigating that curve might be worth it if your company requires to understand how to focus on deals or desires to use e-mail marketing to bring in brand-new leads.
Another Pipedrive alternative that’s worth an appearance is Apptivo. This platform is uncommon in that it provides just a fundamental set of CRM functions, then lets you personalize the software with lots of apps. That’s a major advantage if your company is scaling quickly, considering that you can quickly include features onto the software as you need them. Pipedrive Outlook Sync.
The only thing missing in Apptivo is the ability to drag and drop offers through your pipeline. But that’s hardly necessary, and for the cost– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a much better choice for most growing organizations. Pipedrive Outlook Sync.
Pipedrive: Last verdict
Pipedrive is among the most user-friendly CRM platforms we have actually evaluated. It’s easy 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 also extremely adjustable, offering unrestricted offer pipelines and outstanding reporting capabilities. Pipedrive Outlook Sync.
While Pipedrive does a great task at helping your team manage deals and established meetings with prospective customers, we found that it’s a lot more restricted in scope and functionality than completing CRM software application. Pipedrive has just the most standard e-mail marketing tools available and does not use any features for project management. In addition, lead generation functions like web kinds and chatbots need a paid add-on.
Ultimately, that implies that Pipedrive can work well for organizations that are updating to a CRM for the very first time. However, it may not be the best choice for companies that are searching for an extensive, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are better options. Apptivo in particular stands apart since it costs significantly less than Pipedrive and uses much of the same performance. Apptivo’s platform, which uses apps like foundation, can likewise better grow with the requirements of your service. Pipedrive Outlook Sync.