Pipedrive CRM evaluation – Pipedrive Activities
We evaluate Pipedrive, an easy to use CRM that’s got all the standard tools without the premium functions or pricetag. Pipedrive Activities.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized businesses. Find out if it’s the best CRM software services( opens in brand-new tab) for your company in our Pipedrive CRM review. Pipedrive Activities.
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely user-friendly CRM that’s ideal for small companies turning to CRM software application for the first time. It enables you to build an endless number of customized deal pipelines and move offers through them just by dragging and dropping. The platform likewise offers extremely adjustable reports, simple calendar and e-mail integrations, and automated workflows to enhance your sales procedure. Pipedrive Activities.
While Pipedrive does an excellent job with the tools it has, it’s missing out on a great deal of tools that growing companies require. It doesn’t provide task management tools and there are reasonably few email marketing tools. You also have to pay additional for web kinds and chatbots that can help you create new leads.
Overall, we delight in the experience of using Pipedrive, but we do not think the platform stands apart in the crowded field of CRM software application. For approximately half the price, Apptivo is just as easy to use, offers just as many personalization alternatives, and consists of e-mail marketing and task management tools. Pipedrive Activities.
Pipedrive CRM crucial features
One of the best features 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 many organizations. You can develop an unrestricted number of customized offer pipelines, each with as numerous actions as you require. The offer pipelines are basically kanban boards, enabling you to drag and drop deals from one stage to the next as your sales team makes progress.
Pipedrive includes a built-in calendar for quickly setting up conferences and tasks. If you utilize 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 offered. Helpfully, upcoming meetings are displayed in your offer pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to help you find new leads. This is a paid add-on to any of Pipedrive’s strategies that expenses $39 monthly. It consists of basic web types 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 find potential customers from a database of more than 400 million online profiles. Pipedrive Activities.
The reporting user interface in Pipedrive is another emphasize of this platform. You can develop an endless variety of custom reporting dashboards and lots of custom-made reports. All data can be exported to Excel with a click if you want even more analytical power.
Pipedrive supports automated workflows to help your sales team stay on leading deals. The software comes with more than 30 workflow templates that can instantly move offers through your pipeline, schedule meetings, or set off emails. You can also create your own workflows utilizing a straightforward visual modifying user interface. Pipedrive Activities.
Pipedrive CRM: What’s new?
Pipedrive has been busy making updates to its platform since we last evaluated this CRM. It just recently added integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Activities.
Pipedrive also included two-factor authentication and provided users the capability to group customized reports within the reporting control panel.
Pipedrive CRM: Pricing
Pipedrive deals four prices plans: Important, Advanced, Professional, and Enterprise. All strategies include limitless offer pipelines, contacts and personalized reports.
Pipedrive CRM Essential Plan
The Necessary plan has just limited activity management features and does not include workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, but does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Expert strategy enables you to arrange your sales employees into groups, offers more in-depth reporting alternatives, and offers custom-made report fields.
Pipedrive CRM Enterprise Strategy
The Business strategy features phone support (in addition to live chat, available on all strategies) and security alerts.
Strategies can be paid monthly, or annually for a discount. You can try out Pipedrive free of charge for 2 week before acquiring a plan.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to use and just how much freedom the customized pipelines and dashboards manage. Pipedrive Activities.
Pipedrive CRM: Including offers
We started working in Pipedrive by producing a set of deals. The process was extremely basic, considering 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 include information about the contact behind the deal, the offer’s anticipated value, which pipeline to add it to, and what stage to put it in. Even better, Pipedrive offered the choice of adding custom fields to the offer details, which would be terrific for scoring leads and designating top priority to deals. Pipedrive Activities.
Establishing a completely new deal pipeline was just as simple. You can add as many stages as you desire, and Pipedrive enables you to designate a probability to each stage to suggest the possibility of a handle the stage closing. (Pipedrive does not use previous data to immediately compute these possibilities.).
Pipedrive CRM: Generating custom reports
Browsing the reporting module within Pipedrive was just as straightforward. The platform consists of a default dashboard and 11 premade reports, which on their own will provide lots of information for many small businesses. Reports in the dashboard can be rearranged simply by dragging and dropping and filtered by date variety or a set of employees.
Producing a new report just took a couple of clicks. Pipedrive deals a set of filters that you can combine with rational operators to create an extremely particular dataset, which you can then plot onto a number of various chart types. Below the charts, you’ll find a summary table with all of the relevant data and a choice to export a CSV for further analysis.
All customized reports can be conserved and grouped into folders for fast gain access to later. Pipedrive Activities.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being incredibly easy to use. For the price, it lacks some sophisticated features that we have actually seen in similar CRM software. Pipedrive Activities.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply slightly more than Pipedrive. Zoho CRM uses limitless pipelines and dashboards just like Pipedrive, however it also uses unrestricted workflow automations with its entry-level plan. It likewise offers e-mail marketing– a critical function of a detailed CRM– as a standard feature.
The disadvantage to Zoho CRM is that its feature-rich user interface isn’t easy to use, especially if you’re diving into CRM software for the very first time. Our Zoho CRM review( opens in new tab) discovered that the platform has a high learning curve. However, browsing that curve might be worth it if your company requires to understand how to prioritize deals or wishes to utilize email marketing to generate new leads.
Another Pipedrive option that deserves an appearance is Apptivo. This platform is uncommon because it provides only a fundamental set of CRM functions, then lets you tailor the software application with lots of apps. That’s a significant advantage if your company is scaling rapidly, because you can quickly add features onto the software application as you require them. Pipedrive Activities.
The only thing missing out on in Apptivo is the capability to drag and drop offers through your pipeline. However that’s barely vital, and for the rate– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a better choice for the majority of growing companies. Pipedrive Activities.
Pipedrive: Final verdict
Pipedrive is one of the most user-friendly CRM platforms we’ve evaluated. It’s simple to navigate from the moment you first open the platform and enables you to just drag and drop deals as they move through your sales pipeline. It’s likewise extremely personalized, using unlimited offer pipelines and excellent reporting abilities. Pipedrive Activities.
While Pipedrive does an excellent task at assisting your team manage offers and established meetings with prospective customers, we discovered that it’s much more restricted in scope and performance than competing CRM software application. Pipedrive has only one of the most fundamental email marketing tools readily available and does not use any functions for job management. In addition, lead generation features like web kinds and chatbots require a paid add-on.
Ultimately, that indicates that Pipedrive can work well for businesses that are upgrading to a CRM for the first time. It might not be the best choice for services that are looking for a detailed, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are much better alternatives. Apptivo in particular stands apart since it costs significantly less than Pipedrive and offers much of the exact same functionality. Apptivo’s platform, which uses apps like building blocks, can likewise much better grow with the needs of your service. Pipedrive Activities.