Pipedrive CRM evaluation – Pipedrive Activecampaign
We evaluate Pipedrive, an easy to use CRM that’s got all the standard tools without the premium features or pricetag. Pipedrive Activecampaign.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 little and medium-sized companies. Learn if it’s the best CRM software application services( opens in brand-new tab) for your business in our Pipedrive CRM review. Pipedrive Activecampaign.
Pipedrive CRM evaluation: Snapshot
Pipedrive is an exceptionally user-friendly CRM that’s perfect for small businesses relying on CRM software application for the first time. It permits you to construct a limitless variety of custom deal pipelines and move deals through them simply by dragging and dropping. The platform likewise offers highly customizable reports, uncomplicated calendar and e-mail combinations, and automated workflows to simplify your sales process. Pipedrive Activecampaign.
While Pipedrive does a terrific job with the tools it has, it’s missing a lot of tools that growing businesses need. It doesn’t use job management tools and there are fairly couple of email marketing tools. You also need to pay extra for web kinds and chatbots that can assist you create new leads.
Overall, we delight in the experience of using Pipedrive, however we do not think the platform stands apart in the congested field of CRM software application. For roughly half the cost, Apptivo is just as easy to use, offers just as many personalization alternatives, and includes email marketing and task management tools. Pipedrive Activecampaign.
Pipedrive CRM key features
One of the best aspects of Pipedrive is how easy it is to handle deals. The platform starts you off with a default deal pipeline that need to work for many businesses. Additionally, you can produce an unlimited variety of custom offer pipelines, each with as lots of steps as you require. The deal pipelines are basically kanban boards, enabling 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 setting up meetings and tasks. If you use Outlook or Google Calendar, you can establish automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose conference times to a customer by designating particular times that you’re offered. Helpfully, upcoming conferences are shown in your deal pipelines by a series of icons.
Pipedrive offers a brand-new suite of tools called Leadbooster to assist you find brand-new leads. This is a paid add-on to any of Pipedrive’s plans that costs $39 per month. It consists of easy web forms that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can assist you discover prospective clients from a database of more than 400 million online profiles. Pipedrive Activecampaign.
The reporting user interface in Pipedrive is another highlight of this platform. You can develop a limitless variety of custom reporting control panels and dozens of customized 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 application comes with more than 30 workflow design templates that can immediately move deals through your pipeline, schedule meetings, or trigger emails. You can likewise create your own workflows using a straightforward visual modifying user interface. Pipedrive Activecampaign.
Pipedrive CRM: What’s brand-new?
Pipedrive has been busy making updates to its platform considering that we last examined this CRM. It just recently included integrations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Activecampaign.
Pipedrive also added two-factor authentication and offered users the capability to group custom reports within the reporting dashboard.
Pipedrive CRM: Prices
Pipedrive offers four prices plans: Important, Advanced, Specialist, and Business. All strategies include endless offer pipelines, contacts and personalized reports.
Pipedrive CRM Essential Plan
The Important plan has just minimal activity management features and doesn’t include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, however lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Strategy
The Specialist plan enables you to arrange your sales workers into teams, supplies more detailed reporting alternatives, and uses custom-made report fields.
Pipedrive CRM Enterprise Plan
The Business plan includes phone assistance (in addition to live chat, offered on all plans) and security signals.
Plans can be paid monthly, or annually for a discount. You can try out Pipedrive for free for 14 days before purchasing a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to utilize and just how much freedom the customized pipelines and control panels afford. Pipedrive Activecampaign.
Pipedrive CRM: Adding deals
We started operating in Pipedrive by producing a set of deals. The procedure was exceptionally simple, because you can include deals right from inside your deal pipeline instead of needing to very first browse to the relevant contact.
A pop-up let us include details about the contact behind the deal, the deal’s expected value, which pipeline to add it to, and what stage to put it in. Even much better, Pipedrive provided the alternative of adding customized fields to the deal information, which would be fantastic for scoring leads and designating top priority to offers. Pipedrive Activecampaign.
Setting up a completely new deal pipeline was just as simple. You can add as numerous stages as you desire, and Pipedrive enables you to designate a likelihood to each phase to suggest the probability of a handle the stage closing. (Pipedrive doesn’t use past information to automatically calculate these possibilities.).
Pipedrive CRM: Getting custom reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform includes a default control panel and 11 premade reports, which on their own will use lots of information for many small businesses. Reports in the control panel can be rearranged just by dragging and dropping and filtered by date range or a set of employees.
Developing a brand-new report only took a couple of clicks. Pipedrive offers a set of filters that you can integrate with logical operators to develop a highly specific dataset, which you can then outline onto numerous various chart types. Listed below the charts, you’ll discover a summary table with all of the appropriate information and an option to export a CSV for further analysis.
All customized reports can be conserved and grouped into folders for fast gain access to later. Pipedrive Activecampaign.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being extremely easy to use. For the cost, it does not have some innovative functions that we’ve seen in comparable CRM software application. Pipedrive Activecampaign.
Among the most notable rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just slightly more than Pipedrive. Zoho CRM uses unlimited pipelines and control panels just like Pipedrive, but it likewise offers limitless workflow automations with its entry-level plan. It likewise provides email marketing– a crucial function of a comprehensive 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 application for the very first time. Our Zoho CRM evaluation( opens in new tab) found that the platform has a steep learning curve. Browsing that curve might be worth it if your organization needs to know how to focus on offers or desires to utilize e-mail marketing to bring in new leads.
Another Pipedrive option that’s worth an appearance is Apptivo. This platform is unusual because it supplies just a basic set of CRM functions, then lets you personalize the software with dozens of apps. That’s a major benefit if your company is scaling quickly, since you can easily add features onto the software as you need them. Pipedrive Activecampaign.
The only thing missing in Apptivo is the capability to drag and drop offers through your pipeline. That’s hardly vital, and for the rate– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a much better choice for most growing services. Pipedrive Activecampaign.
Pipedrive: Final decision
Pipedrive is one of the most easy to use CRM platforms we’ve checked. It’s easy to browse from the minute you first open the platform and enables you to merely drag and drop offers as they move through your sales pipeline. It’s likewise highly adjustable, providing unrestricted offer pipelines and exceptional reporting capabilities. Pipedrive Activecampaign.
While Pipedrive does a terrific task at assisting your group handle deals and set up meetings with possible clients, we discovered that it’s a lot more restricted in scope and functionality than competing CRM software application. Pipedrive has only one of the most basic e-mail marketing tools available and doesn’t offer any features for project management. In addition, lead generation features like web kinds and chatbots require a paid add-on.
Eventually, that means that Pipedrive can work well for organizations that are upgrading to a CRM for the first time. Nevertheless, it might not be the very best option for organizations that are searching for a comprehensive, scalable CRM option.
For that, we think Zoho CRM or Apptivo are better alternatives. Apptivo in particular sticks out due to the fact that it costs significantly less than Pipedrive and offers much of the same performance. Apptivo’s platform, which utilizes apps like building blocks, can likewise much better grow with the requirements of your service. Pipedrive Activecampaign.