Pipedrive CRM evaluation – Pipedrive Customer Success
We review Pipedrive, an easy to use CRM that’s got all the fundamental tools without the premium functions or pricetag. Pipedrive Customer Success.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized services. Discover if it’s the best CRM software application services( opens in brand-new tab) for your company in our Pipedrive CRM review. Pipedrive Customer Success.
Pipedrive Customer Success
Pipedrive CRM review: Snapshot
Pipedrive is a very user-friendly CRM that’s perfect for small companies relying on CRM software application for the very first time. It permits you to build a limitless variety of custom-made offer pipelines and move deals through them simply by dragging and dropping. The platform also uses highly adjustable reports, straightforward calendar and email integrations, and automated workflows to simplify your sales procedure. Pipedrive Customer Success.
While Pipedrive does a fantastic job with the tools it has, it’s missing a lot of tools that growing companies need. It does not provide task management tools and there are reasonably couple of e-mail marketing tools. You likewise need to pay additional for web kinds and chatbots that can help you produce brand-new leads.
Overall, we enjoy the experience of using Pipedrive, however we don’t think the platform stands out in the crowded field of CRM software application. For roughly half the cost, Apptivo is just as easy to use, provides just as many customization options, and consists of email marketing and task management tools. Pipedrive Customer Success.
Pipedrive CRM key features
One of the very best aspects of Pipedrive is how simple it is to manage deals. The platform begins you off with a default deal pipeline that must work for most businesses. Additionally, you can develop an unrestricted variety of customized offer pipelines, each with as many actions as you need. The offer pipelines are essentially kanban boards, permitting you to drag and drop deals from one phase to the next as your sales group makes progress.
Pipedrive Customer Success
Pipedrive consists of an integrated calendar for quickly arranging conferences and tasks. If you utilize Outlook or Google Calendar, you can establish automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose meeting times to a customer by designating specific times that you’re offered. Helpfully, upcoming meetings are displayed in your offer pipelines by a series of icons.
Pipedrive deals a brand-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 each month. It consists of easy web types 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 customers from a database of more than 400 million online profiles. Pipedrive Customer Success.
The reporting interface in Pipedrive is another highlight of this platform. You can produce an unrestricted number of customized reporting control panels and lots of custom-made reports. All information can be exported to Excel with a click if you desire a lot 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 conferences, or set off e-mails. You can also create your own workflows using a simple visual modifying user interface. Pipedrive Customer Success.
Pipedrive CRM: What’s brand-new?
Pipedrive has been busy making updates to its platform considering that we last reviewed this CRM. It recently included combinations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Customer Success.
Pipedrive also included two-factor authentication and gave users the capability to group custom reports within the reporting dashboard.
Pipedrive Customer Success
Pipedrive CRM: Prices
Pipedrive offers 4 rates strategies: Vital, Advanced, Specialist, and Enterprise. All plans include unrestricted offer pipelines, contacts and adjustable reports.
Pipedrive CRM Essential Plan
The Vital strategy has just limited activity management functions and does not include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, however does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Strategy
The Specialist strategy allows you to organize your sales workers into groups, supplies more in-depth reporting choices, and uses custom-made report fields.
Pipedrive CRM Business Strategy
The Business plan includes phone assistance (in addition to live chat, offered on all strategies) and security alerts.
Strategies can be paid monthly, or each year for a discount. You can try out Pipedrive for free for 2 week prior to buying a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to use and how much freedom the customized pipelines and dashboards manage. Pipedrive Customer Success.
Pipedrive CRM: Including deals
We started operating in Pipedrive by creating a set of offers. The process was extremely simple, since you can include offers right from inside your offer pipeline instead of requiring to very first browse to the relevant contact.
A pop-up let us include information about the contact behind the offer, the offer’s expected value, which pipeline to add it to, and what phase to put it in. Even much better, Pipedrive provided the option of including customized fields to the offer information, which would be fantastic for scoring leads and appointing top priority to offers. Pipedrive Customer Success.
Establishing a totally new deal pipeline was just as simple. You can include as numerous stages as you desire, and Pipedrive allows you to designate a possibility to each phase to show the probability of a deal in the stage closing. (Pipedrive does not utilize past data to immediately compute these possibilities.).
Pipedrive Customer Success
Pipedrive CRM: Getting customized reports
Navigating the reporting module within Pipedrive was just as straightforward. The platform consists of a default control panel and 11 premade reports, which on their own will offer a lot of information for lots of small companies. Reports in the dashboard can be rearranged just by dragging and dropping and filtered by date range or a set of employees.
Developing a new report only took a couple of clicks. Pipedrive deals a set of filters that you can combine with rational operators to develop a highly particular dataset, which you can then plot onto several different chart types. Below the charts, you’ll find 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 quick gain access to later on. Pipedrive Customer Success.
Alternatives to Pipedrive CRM
Pipedrive stands out for being exceptionally easy to use. For the cost, it lacks some sophisticated features that we’ve seen in equivalent CRM software application. Pipedrive Customer Success.
One of the most significant rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just somewhat more than Pipedrive. Zoho CRM offers unrestricted pipelines and control panels just like Pipedrive, however it also uses unlimited workflow automations with its entry-level strategy. It likewise uses email marketing– an important 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 first time. Our Zoho CRM review( opens in brand-new tab) discovered that the platform has a steep learning curve. Navigating that curve might be worth it if your service requires to understand how to prioritize deals or wants to utilize email marketing to bring in brand-new leads.
Another Pipedrive option that deserves a look is Apptivo. This platform is uncommon in that it offers only a standard set of CRM functions, then lets you personalize the software application with lots of apps. That’s a major benefit if your service is scaling rapidly, given that you can easily include functions onto the software as you need them. Pipedrive Customer Success.
The only thing missing in Apptivo is the ability to drag and drop deals through your pipeline. That’s hardly essential, 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 choice for many growing companies. Pipedrive Customer Success.
Pipedrive: Last verdict
Pipedrive is among the most easy to use CRM platforms we’ve evaluated. It’s easy to navigate from the moment you first open the platform and allows you to merely drag and drop deals as they move through your sales pipeline. It’s likewise highly adjustable, offering unrestricted offer pipelines and exceptional reporting abilities. Pipedrive Customer Success.
While Pipedrive does a terrific job at assisting your group manage deals and established meetings with possible clients, we discovered that it’s a lot more restricted in scope and performance than contending CRM software. Pipedrive has only one of the most fundamental e-mail marketing tools available and doesn’t use any features for project management. In addition, list building functions like web types and chatbots need a paid add-on.
Ultimately, that indicates that Pipedrive can work well for companies that are upgrading to a CRM for the very first time. It may not be the finest option for services that are looking for a detailed, scalable CRM option.
For that, we believe Zoho CRM or Apptivo are much better options. Apptivo in particular stands out since it costs considerably less than Pipedrive and offers much of the exact same functionality. Apptivo’s platform, which uses apps like foundation, can also much better grow with the needs of your company. Pipedrive Customer Success.