Pipedrive CRM evaluation – Pipedrive Exchange Integration
We examine Pipedrive, an easy to use CRM that’s got all the standard tools without the premium features or pricetag. Pipedrive Exchange Integration.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized companies. Discover if it’s the best CRM software services( opens in new tab) for your business in our Pipedrive CRM review. Pipedrive Exchange Integration.
Pipedrive Exchange Integration
Pipedrive CRM review: 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 build an unrestricted variety of custom deal pipelines and move offers through them just by dragging and dropping. The platform likewise provides highly customizable reports, straightforward calendar and e-mail combinations, and automated workflows to improve your sales process. Pipedrive Exchange Integration.
While Pipedrive does a great job with the tools it has, it’s missing out on a lot of tools that growing businesses require. It does not use job management tools and there are reasonably couple of email marketing tools. You also need to pay extra for web kinds and chatbots that can help you produce new leads.
In general, we enjoy the experience of using Pipedrive, however we do not believe the platform stands out in the congested field of CRM software. For roughly half the price, Apptivo is just as easy to use, offers just as lots of personalization alternatives, and consists of e-mail marketing and job management tools. Pipedrive Exchange Integration.
Pipedrive CRM essential features
Among the best things about Pipedrive is how easy it is to handle deals. The platform starts you off with a default deal pipeline that should work for many companies. Additionally, you can develop an unrestricted number of customized deal pipelines, each with as lots of 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 group makes progress.
Pipedrive Exchange Integration
Pipedrive includes an integrated calendar for quickly arranging meetings and jobs. If you utilize Outlook or Google Calendar, you can establish 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 deal pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to help you discover brand-new leads. This is a paid add-on to any of Pipedrive’s strategies that expenses $39 each month. It consists of easy web kinds 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 help you find prospective customers from a database of more than 400 million online profiles. Pipedrive Exchange Integration.
The reporting user interface in Pipedrive is another highlight of this platform. You can produce an unrestricted variety of customized reporting dashboards and lots of custom reports. All information can be exported to Excel with a click if you desire much more analytical power.
Pipedrive supports automated workflows to help your sales team stay on top deals. The software application includes more than 30 workflow design templates that can immediately move offers through your pipeline, schedule meetings, or trigger e-mails. You can also create your own workflows utilizing an uncomplicated visual editing user interface. Pipedrive Exchange Integration.
Pipedrive CRM: What’s brand-new?
Pipedrive has actually been hectic making updates to its platform given that we last examined this CRM. It just recently added integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Exchange Integration.
Pipedrive likewise added two-factor authentication and offered users the capability to group customized reports within the reporting control panel.
Pipedrive Exchange Integration
Pipedrive CRM: Rates
Pipedrive offers 4 rates plans: Important, Advanced, Professional, and Enterprise. All plans consist of endless deal pipelines, contacts and customizable reports.
Pipedrive CRM Necessary Strategy
The Vital strategy has only minimal activity management features and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan includes automation, but does not have integration with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Expert plan enables you to arrange your sales workers into groups, offers more in-depth reporting alternatives, and uses custom report fields.
Pipedrive CRM Business Strategy
The Business plan features phone assistance (in addition to live chat, offered on all plans) and security notifies.
Strategies can be paid monthly, or every year for a discount. You can try Pipedrive for free for 14 days before buying a strategy.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to use and how much leeway the custom-made pipelines and dashboards afford. Pipedrive Exchange Integration.
Pipedrive CRM: Adding offers
We began working in Pipedrive by creating a set of offers. The procedure was extremely basic, since you can add deals right from inside your offer pipeline instead of needing to very first navigate to the appropriate contact.
A pop-up let us include information about the contact behind the offer, the offer’s anticipated value, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive provided the option of adding custom fields to the offer information, which would be terrific for scoring leads and designating concern to offers. Pipedrive Exchange Integration.
Establishing a totally new deal pipeline was just as easy. You can include as many phases as you desire, and Pipedrive allows you to assign a likelihood to each stage to show the likelihood of a deal in the stage closing. (Pipedrive does not utilize previous information to automatically determine these probabilities.).
Pipedrive Exchange Integration
Pipedrive CRM: Getting custom reports
Navigating the reporting module within Pipedrive was just as simple. The platform consists of a default dashboard and 11 premade reports, which by themselves will use a lot of details for lots of small companies. Reports in the control panel can be reorganized just by dragging and dropping and filtered by date variety or a set of staff members.
Developing a new report just took a couple of clicks. Pipedrive offers a set of filters that you can combine with rational operators to create a highly particular dataset, which you can then plot onto several different chart types. Listed below the charts, you’ll find a summary table with all of the appropriate information and an option to export a CSV for additional analysis.
All custom reports can be saved and grouped into folders for fast access later. Pipedrive Exchange Integration.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being exceptionally easy to use. For the rate, it does not have some innovative functions that we have actually seen in similar CRM software. Pipedrive Exchange Integration.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just slightly more than Pipedrive. Zoho CRM provides unlimited pipelines and control panels similar to Pipedrive, but it also offers unlimited workflow automations with its entry-level strategy. It also uses email marketing– a vital function of an extensive CRM– as a standard feature.
The downside to Zoho CRM is that its feature-rich user interface isn’t easy to use, particularly if you’re diving into CRM software application for the first time. Our Zoho CRM review( opens in new tab) discovered that the platform has a high learning curve. Navigating that curve might be worth it if your company needs to understand how to prioritize deals or desires to utilize email marketing to bring in brand-new leads.
Another Pipedrive alternative that’s worth an appearance is Apptivo. This platform is uncommon because it supplies only a basic set of CRM functions, then lets you personalize the software with lots of apps. That’s a major benefit if your business is scaling rapidly, because you can easily add features onto the software application as you need them. Pipedrive Exchange Integration.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. That’s hardly important, and for the cost– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a much better option for the majority of growing companies. Pipedrive Exchange Integration.
Pipedrive: Final decision
Pipedrive is one of the most user-friendly CRM platforms we have actually evaluated. It’s simple to navigate from the moment you first open the platform and allows you to simply drag and drop offers as they move through your sales pipeline. It’s also highly customizable, providing unlimited deal pipelines and outstanding reporting abilities. Pipedrive Exchange Integration.
While Pipedrive does a fantastic job at helping your group handle deals and set up conferences with potential clients, we found that it’s a lot more minimal in scope and performance than competing CRM software. Pipedrive has just one of the most standard email marketing tools available and doesn’t use any features for job management. In addition, lead generation features like web forms and chatbots require a paid add-on.
Eventually, that suggests that Pipedrive can work well for services that are updating to a CRM for the first time. It might not be the finest option for services that are looking for a comprehensive, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are better choices. Apptivo in particular stands apart since it costs substantially less than Pipedrive and uses much of the exact same performance. Apptivo’s platform, which utilizes apps like building blocks, can likewise better grow with the requirements of your business. Pipedrive Exchange Integration.