Pipedrive CRM review – Pipedrive Canada
We evaluate Pipedrive, an easy to use CRM that’s got all the basic tools without the premium features or pricetag. Pipedrive Canada.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized companies. Learn if it’s the very best CRM software options( opens in new tab) for your business in our Pipedrive CRM evaluation. Pipedrive Canada.
Pipedrive CRM review: Snapshot
Pipedrive is an extremely easy to use CRM that’s perfect for small companies relying on CRM software application for the very first time. It allows you to develop a limitless number of customized deal pipelines and move deals through them simply by dragging and dropping. The platform likewise provides extremely adjustable reports, simple calendar and email combinations, and automated workflows to improve your sales process. Pipedrive Canada.
While Pipedrive does a fantastic task with the tools it has, it’s missing a lot of tools that growing businesses require. It does not use project management tools and there are reasonably few e-mail marketing tools. You likewise need to pay additional for web forms and chatbots that can help you create brand-new leads.
In general, we enjoy the experience of using Pipedrive, but we do not think the platform stands out in the congested field of CRM software application. For roughly half the price, Apptivo is just as easy to use, provides just as many personalization choices, and includes e-mail marketing and job management tools. Pipedrive Canada.
Pipedrive CRM crucial features
Among the very best things about Pipedrive is how simple it is to manage deals. The platform begins you off with a default offer pipeline that must work for the majority of businesses. Alternatively, you can create an unlimited number of custom deal pipelines, each with as many actions as you need. The offer pipelines are essentially kanban boards, allowing you to drag and drop offers from one stage to the next as your sales team makes progress.
Pipedrive includes a built-in calendar for easily setting up conferences and jobs. If you use Outlook or Google Calendar, you can set up automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose meeting times to a client by designating specific times that you’re available. Helpfully, upcoming meetings are displayed 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 expenses $39 monthly. It consists of simple web forms that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster also includes a web scraping tool that can help you find potential clients from a database of more than 400 million online profiles. Pipedrive Canada.
The reporting interface in Pipedrive is another emphasize of this platform. You can develop an unrestricted variety of custom reporting dashboards and lots of custom reports. All information can be exported to Excel with a click if you desire even more analytical power.
Pipedrive supports automated workflows to help your sales group stay on top offers. The software application features more than 30 workflow templates that can immediately move deals through your pipeline, schedule meetings, or set off e-mails. You can likewise produce your own workflows using a simple visual modifying user interface. Pipedrive Canada.
Pipedrive CRM: What’s new?
Pipedrive has been busy making updates to its platform given that we last examined 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. Pipedrive Canada.
Pipedrive also included two-factor authentication and provided users the ability to group custom-made reports within the reporting dashboard.
Pipedrive CRM: Prices
Pipedrive offers 4 prices strategies: Necessary, Advanced, Expert, and Business. All plans consist of unrestricted deal pipelines, contacts and personalized reports.
Pipedrive CRM Vital Plan
The Necessary plan has only limited activity management functions and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy includes automation, however does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Strategy
The Expert plan allows you to organize your sales staff members into groups, provides more detailed reporting choices, and offers custom-made report fields.
Pipedrive CRM Enterprise Plan
The Business strategy includes phone support (in addition to live chat, readily available on all plans) and security informs.
Plans can be paid monthly, or annually for a discount rate. You can experiment with Pipedrive totally free for 14 days prior to buying a strategy.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to use and how much freedom the custom pipelines and control panels afford. Pipedrive Canada.
Pipedrive CRM: Including deals
We started operating in Pipedrive by producing a set of deals. The process was exceptionally easy, considering that you can add deals right from inside your deal pipeline instead of requiring to first navigate to the relevant contact.
A pop-up let us include details about the contact behind the offer, the deal’s expected worth, which pipeline to add it to, and what stage to put it in. Even better, Pipedrive offered the alternative of adding custom fields to the offer details, which would be terrific for scoring leads and appointing concern to offers. Pipedrive Canada.
Setting up a completely new deal pipeline was just as easy. You can include as numerous phases as you desire, and Pipedrive enables you to appoint a likelihood to each phase to show the likelihood of a deal in the stage closing. (Pipedrive doesn’t utilize previous information to instantly determine these likelihoods.).
Pipedrive CRM: Getting custom reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default dashboard and 11 premade reports, which by themselves will use plenty of info for lots of small businesses. Reports in the control panel can be rearranged simply by dragging and dropping and filtered by date variety or a set of employees.
Producing a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can integrate with sensible operators to create a highly particular dataset, which you can then outline onto several various chart types. Below the charts, you’ll find a summary table with all of the pertinent data and an alternative to export a CSV for more analysis.
All customized reports can be saved and organized into folders for fast access later on. Pipedrive Canada.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being very easy to use. For the cost, it does not have some innovative functions that we have actually seen in similar CRM software. Pipedrive Canada.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just somewhat more than Pipedrive. Zoho CRM uses unlimited pipelines and dashboards much like Pipedrive, however it likewise uses unlimited workflow automations with its entry-level plan. It likewise offers e-mail marketing– an important function of an extensive CRM– as a basic function.
The drawback to Zoho CRM is that its feature-rich interface isn’t easy to use, particularly 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 learning curve. Navigating that curve might be worth it if your company needs to understand how to prioritize deals or desires to use e-mail marketing to bring in brand-new leads.
Another Pipedrive option that deserves an appearance is Apptivo. This platform is unusual because it offers only a standard set of CRM functions, then lets you tailor the software application with lots of apps. That’s a major benefit if your business is scaling quickly, considering that you can quickly include functions onto the software application as you need them. Pipedrive Canada.
The only thing missing in Apptivo is the capability to drag and drop offers through your pipeline. But that’s hardly important, 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 many growing businesses. Pipedrive Canada.
Pipedrive: Last decision
Pipedrive is one of the most user-friendly CRM platforms we’ve evaluated. It’s simple to navigate from the moment you initially open the platform and allows you to just drag and drop deals as they move through your sales pipeline. It’s likewise highly personalized, using unlimited deal pipelines and excellent reporting abilities. Pipedrive Canada.
While Pipedrive does a great job at helping your group handle offers and set up meetings with possible customers, we found that it’s much more restricted in scope and functionality than competing CRM software application. Pipedrive has only the most basic e-mail marketing tools available and doesn’t provide any functions for project management. In addition, lead generation features like web forms and chatbots require a paid add-on.
Ultimately, that means that Pipedrive can work well for organizations that are updating to a CRM for the first time. However, it may not be the best option for services that are looking for a comprehensive, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are much better options. Apptivo in particular stands apart because it costs considerably less than Pipedrive and uses much of the very same functionality. Apptivo’s platform, which uses apps like foundation, can also better grow with the requirements of your company. Pipedrive Canada.