Pipedrive CRM review – Pipedrive Office 365 Contacts Sync
We review Pipedrive, an user-friendly CRM that’s got all the basic tools without the premium functions or pricetag. Pipedrive Office 365 Contacts Sync.
Pipedrive( opens in new tab) is an easy-to-use CRM that powers more than 95,000 little and medium-sized companies. Learn if it’s the very best CRM software solutions( opens in brand-new tab) for your business in our Pipedrive CRM review. Pipedrive Office 365 Contacts Sync.
Pipedrive Office 365 Contacts Sync
Pipedrive CRM evaluation: Snapshot
Pipedrive is a very easy to use CRM that’s perfect for small businesses turning to CRM software application for the first time. It enables you to build a limitless number of customized deal pipelines and move offers through them simply by dragging and dropping. The platform also offers extremely customizable reports, simple calendar and e-mail combinations, and automated workflows to improve your sales process. Pipedrive Office 365 Contacts Sync.
While Pipedrive does a fantastic job with the tools it has, it’s missing a lot of tools that growing businesses need. It does not offer job management tools and there are fairly couple of e-mail marketing tools. You also have to pay additional for web types and chatbots that can assist you generate new leads.
Overall, we delight in the experience of using Pipedrive, however we do not think the platform stands apart in the crowded field of CRM software. For approximately half the price, Apptivo is just as easy to use, provides just as lots of personalization alternatives, and consists of e-mail marketing and task management tools. Pipedrive Office 365 Contacts Sync.
Pipedrive CRM key features
Among the very best features of Pipedrive is how easy it is to handle deals. The platform starts you off with a default deal pipeline that ought to work for many services. Alternatively, you can develop an unrestricted variety of customized deal pipelines, each with as lots of actions as you need. The offer pipelines are basically kanban boards, permitting you to drag and drop offers from one stage to the next as your sales group makes progress.
Pipedrive Office 365 Contacts Sync
Pipedrive includes a built-in calendar for easily setting up meetings and tasks. If you utilize Outlook or Google Calendar, you can set up automated two-way sync with your Pipedrive calendar.
The calendar module in Pipeline allows you to propose meeting times to a client by designating particular times that you’re available. Helpfully, upcoming meetings are shown in your deal pipelines by a series of icons.
Pipedrive offers a new suite of tools called Leadbooster to help you discover new leads. This is a paid add-on to any of Pipedrive’s strategies that expenses $39 per month. It includes basic web kinds that you can embed in your website as well as a live chat module with an optional chatbot. Leadbooster also features a web scraping tool that can assist you find possible clients from a database of more than 400 million online profiles. Pipedrive Office 365 Contacts Sync.
The reporting user interface in Pipedrive is another highlight of this platform. You can produce an unrestricted number of customized reporting control panels and dozens 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 team stay on leading deals. The software features more than 30 workflow design templates that can instantly move offers through your pipeline, schedule conferences, or activate e-mails. You can also develop your own workflows utilizing a simple visual editing user interface. Pipedrive Office 365 Contacts Sync.
Pipedrive CRM: What’s brand-new?
Pipedrive has been hectic making updates to its platform because we last examined this CRM. It just recently included combinations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Office 365 Contacts Sync.
Pipedrive likewise included two-factor authentication and provided users the ability to group customized reports within the reporting control panel.
Pipedrive Office 365 Contacts Sync
Pipedrive CRM: Pricing
Pipedrive offers four pricing strategies: Important, Advanced, Professional, and Enterprise. All strategies consist of endless offer pipelines, contacts and customizable reports.
Pipedrive CRM Vital Strategy
The Important strategy has just minimal activity management functions and doesn’t consist of workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy adds automation, but lacks integration with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Specialist plan allows you to arrange your sales employees into groups, offers more detailed reporting alternatives, and uses customized report fields.
Pipedrive CRM Enterprise Plan
The Enterprise plan includes phone assistance (in addition to live chat, readily available on all strategies) and security signals.
Strategies can be paid monthly, or yearly for a discount. You can try out Pipedrive for free for 2 week before purchasing a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and how much freedom the customized pipelines and control panels afford. Pipedrive Office 365 Contacts Sync.
Pipedrive CRM: Including offers
We started working in Pipedrive by creating a set of offers. The procedure was extremely simple, considering that you can add deals right from inside your deal pipeline instead of needing to first browse to the appropriate contact.
A pop-up let us add details about the contact behind the deal, the deal’s anticipated worth, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive provided the alternative of including custom-made fields to the deal information, which would be great for scoring leads and appointing concern to offers. Pipedrive Office 365 Contacts Sync.
Setting up a totally new deal pipeline was just as simple. You can include as many stages as you desire, and Pipedrive allows you to appoint a possibility to each stage to suggest the likelihood of a handle the stage closing. (Pipedrive doesn’t utilize past data to immediately calculate these possibilities.).
Pipedrive Office 365 Contacts Sync
Pipedrive CRM: Generating custom reports
Navigating the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default control panel and 11 premade reports, which by themselves will provide a lot of details for many small businesses. Reports in the dashboard can be rearranged just by dragging and dropping and filtered by date range or a set of employees.
Developing a brand-new report just took a couple of clicks. Pipedrive deals a set of filters that you can integrate with logical operators to develop an extremely particular dataset, which you can then plot onto numerous different chart types. Listed below the charts, you’ll discover a summary table with all of the pertinent data and a choice to export a CSV for more analysis.
All custom-made reports can be conserved and organized into folders for fast access later. Pipedrive Office 365 Contacts Sync.
Alternatives to Pipedrive CRM
Pipedrive stands out for being extremely easy to use. For the cost, it lacks some innovative features that we have actually seen in similar CRM software. Pipedrive Office 365 Contacts Sync.
Among the most significant competitors to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just a little more than Pipedrive. Zoho CRM provides limitless pipelines and dashboards much like Pipedrive, but it likewise offers unlimited workflow automations with its entry-level plan. It also uses e-mail marketing– a critical function of a comprehensive CRM– as a standard function.
The downside 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 brand-new tab) discovered that the platform has a steep knowing curve. However, navigating that curve may deserve it if your company needs to know how to focus on deals or wants to use e-mail marketing to generate new leads.
Another Pipedrive alternative that’s worth an appearance is Apptivo. This platform is unusual in that it provides just a standard set of CRM functions, then lets you tailor the software application with dozens of apps. That’s a significant benefit if your company is scaling quickly, because you can quickly include functions onto the software as you require them. Pipedrive Office 365 Contacts Sync.
The only thing missing out on in Apptivo is the capability to drag and drop offers through your pipeline. That’s hardly essential, and for the rate– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a better choice for a lot of growing organizations. Pipedrive Office 365 Contacts Sync.
Pipedrive: Last verdict
Pipedrive is one of the most easy to use CRM platforms we’ve tested. It’s simple to navigate from the moment you initially open the platform and permits you to simply drag and drop offers as they move through your sales pipeline. It’s likewise highly adjustable, using endless offer pipelines and exceptional reporting abilities. Pipedrive Office 365 Contacts Sync.
While Pipedrive does a terrific task at helping your group manage offers and established meetings with prospective customers, we found that it’s far more limited in scope and performance than competing CRM software. Pipedrive has just one of the most basic email marketing tools offered and does not provide any features for job management. In addition, lead generation features like web types and chatbots require a paid add-on.
Ultimately, that means that Pipedrive can work well for businesses that are upgrading to a CRM for the first time. It might not be the finest choice for organizations 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 apart because it costs significantly less than Pipedrive and offers much of the same performance. Apptivo’s platform, which uses apps like building blocks, can likewise better grow with the requirements of your organization. Pipedrive Office 365 Contacts Sync.