Pipedrive CRM evaluation – Odoo Vs Pipedrive
We evaluate Pipedrive, an easy to use CRM that’s got all the basic tools without the premium features or pricetag. Odoo Vs Pipedrive.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized organizations. Find out if it’s the very best CRM software services( opens in new tab) for your business in our Pipedrive CRM review. Odoo Vs Pipedrive.
Odoo Vs Pipedrive
Pipedrive CRM review: 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 build an unlimited variety of customized deal pipelines and move deals through them just by dragging and dropping. The platform also uses highly personalized reports, simple calendar and email combinations, and automated workflows to streamline your sales procedure. Odoo Vs Pipedrive.
While Pipedrive does a great job with the tools it has, it’s missing a great deal of tools that growing services need. It does not offer task management tools and there are relatively couple of e-mail marketing tools. You also have to pay extra for web forms and chatbots that can help you create new leads.
Overall, we delight in the experience of using Pipedrive, but we do not believe the platform stands apart in the crowded field of CRM software application. For approximately half the cost, Apptivo is just as easy to use, provides just as many personalization alternatives, and includes email marketing and job management tools. Odoo Vs Pipedrive.
Pipedrive CRM crucial features
One of the very best aspects of Pipedrive is how simple it is to handle deals. The platform starts you off with a default offer pipeline that need to work for many companies. Additionally, you can create an unlimited variety of customized offer pipelines, each with as many actions as you need. The deal pipelines are essentially kanban boards, enabling you to drag and drop offers from one phase to the next as your sales group makes progress.
Odoo Vs Pipedrive
Pipedrive includes an integrated calendar for easily arranging meetings 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 enables you to propose conference times to a client by designating particular times that you’re available. Helpfully, upcoming conferences 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 costs $39 monthly. It consists of simple web types 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. Odoo Vs Pipedrive.
The reporting interface in Pipedrive is another highlight of this platform. You can produce an unrestricted number of customized reporting dashboards and dozens of custom-made 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 team remain on leading offers. The software comes with more than 30 workflow design templates that can instantly move deals through your pipeline, schedule meetings, or activate emails. You can likewise create your own workflows using a simple visual editing user interface. Odoo Vs Pipedrive.
Pipedrive CRM: What’s brand-new?
Pipedrive has been busy making updates to its platform given that we last evaluated this CRM. It just recently added combinations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Odoo Vs Pipedrive.
Pipedrive likewise added two-factor authentication and provided users the ability to group custom-made reports within the reporting control panel.
Odoo Vs Pipedrive
Pipedrive CRM: Pricing
Pipedrive deals four prices strategies: Important, Advanced, Professional, and Enterprise. All strategies consist of unlimited offer pipelines, contacts and personalized reports.
Pipedrive CRM Necessary Strategy
The Necessary strategy has just minimal activity management functions and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan includes automation, however lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Strategy
The Expert plan enables you to organize your sales staff members into teams, provides more in-depth reporting options, and provides custom report fields.
Pipedrive CRM Enterprise Strategy
The Business plan includes phone support (in addition to live chat, offered on all strategies) and security signals.
Strategies can be paid monthly, or every year for a discount rate. You can try Pipedrive free of charge for 2 week prior to purchasing a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to use and just how much freedom the customized pipelines and control panels afford. Odoo Vs Pipedrive.
Pipedrive CRM: Adding offers
We began operating in Pipedrive by creating a set of offers. The process was extremely simple, considering that you can include deals right from inside your offer pipeline instead of needing to first browse to the pertinent contact.
A pop-up let us add details about the contact behind the deal, the deal’s anticipated worth, which pipeline to add it to, and what phase to put it in. Even much better, Pipedrive provided the alternative of including custom fields to the deal details, which would be great for scoring leads and appointing top priority to deals. Odoo Vs Pipedrive.
Establishing an entirely new deal pipeline was just as simple. You can include as lots of phases as you want, and Pipedrive enables you to assign a possibility to each phase to indicate the possibility of a handle the stage closing. (Pipedrive does not utilize previous information to immediately determine these likelihoods.).
Odoo Vs Pipedrive
Pipedrive CRM: Getting customized reports
Browsing the reporting module within Pipedrive was just as straightforward. The platform consists of a default dashboard and 11 premade reports, which by themselves will offer plenty of information for numerous small businesses. Reports in the dashboard can be rearranged just by dragging and dropping and filtered by date variety or a set of staff members.
Developing a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can integrate with rational operators to create an extremely specific dataset, which you can then plot onto numerous different chart types. Below the charts, you’ll find a summary table with all of the appropriate information and an alternative to export a CSV for further analysis.
All custom-made reports can be conserved and grouped into folders for quick access later. Odoo Vs Pipedrive.
Alternatives to Pipedrive CRM
Pipedrive stands out for being incredibly easy to use. For the price, it does not have some sophisticated functions that we have actually seen in comparable CRM software application. Odoo Vs Pipedrive.
Among the most significant rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply a little more than Pipedrive. Zoho CRM provides unrestricted pipelines and dashboards much like Pipedrive, however it also offers endless workflow automations with its entry-level plan. It likewise uses e-mail marketing– an important function of a thorough CRM– as a standard feature.
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 steep knowing curve. Browsing that curve may be worth it if your organization requires to understand how to prioritize deals or desires to utilize email marketing to bring in brand-new leads.
Another Pipedrive option that deserves a look is Apptivo. This platform is uncommon because it offers only a standard set of CRM functions, then lets you personalize the software with lots of apps. That’s a significant benefit if your business is scaling quickly, since you can quickly add features onto the software as you need them. Odoo Vs Pipedrive.
The only thing missing in Apptivo is the capability to drag and drop offers through your pipeline. That’s barely necessary, and for the rate– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a better option for the majority of growing organizations. Odoo Vs Pipedrive.
Pipedrive: Final verdict
Pipedrive is one of the most easy to use CRM platforms we have actually checked. It’s easy to navigate from the minute you first open the platform and enables you to just drag and drop offers as they move through your sales pipeline. It’s likewise extremely customizable, providing endless offer pipelines and exceptional reporting abilities. Odoo Vs Pipedrive.
While Pipedrive does a fantastic task at helping your group manage deals and established meetings with possible customers, we found that it’s a lot more restricted in scope and performance than contending CRM software application. Pipedrive has just one of the most basic email marketing tools readily available and doesn’t offer any features for job management. In addition, list building features like web forms and chatbots need a paid add-on.
Eventually, that means that Pipedrive can work well for businesses that are updating to a CRM for the first time. It may not be the finest option for organizations that are looking for an extensive, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular stands apart because it costs considerably less than Pipedrive and offers much of the very same performance. Apptivo’s platform, which uses apps like foundation, can also much better grow with the requirements of your company. Odoo Vs Pipedrive.