Pipedrive CRM review – Supportbee Pipedrive
We review Pipedrive, an easy to use CRM that’s got all the standard tools without the premium functions or pricetag. Supportbee Pipedrive.
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 very best CRM software options( opens in new tab) for your business in our Pipedrive CRM review. Supportbee Pipedrive.
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Pipedrive CRM evaluation: Snapshot
Pipedrive is an incredibly user-friendly CRM that’s perfect for small businesses turning to CRM software application for the very first time. It enables you to develop an endless number of custom-made deal pipelines and move deals through them simply by dragging and dropping. The platform also offers extremely customizable reports, uncomplicated calendar and email integrations, and automated workflows to improve your sales procedure. Supportbee Pipedrive.
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While Pipedrive does a terrific task with the tools it has, it’s missing a great deal of tools that growing organizations require. It doesn’t provide job management tools and there are fairly few e-mail marketing tools. You likewise need to pay extra for web forms and chatbots that can assist you generate new leads.
In general, we enjoy the experience of using Pipedrive, but we don’t think the platform sticks out in the congested field of CRM software. For approximately half the cost, Apptivo is just as easy to use, provides just as many personalization alternatives, and consists of e-mail marketing and task management tools. Supportbee Pipedrive.
Pipedrive CRM key features
Among the best features of Pipedrive is how easy it is to manage deals. The platform begins you off with a default deal pipeline that should work for a lot of organizations. You can produce a limitless number of customized offer pipelines, each with as lots of steps as you need. The offer pipelines are essentially kanban boards, enabling you to drag and drop offers from one stage to the next as your sales group makes progress.
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Pipedrive includes a built-in calendar for quickly scheduling conferences 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 enables you to propose meeting times to a customer by designating specific times that you’re available. Helpfully, upcoming conferences are shown in your deal pipelines by a series of icons.
Pipedrive deals a brand-new suite of tools called Leadbooster to help you find brand-new leads. This is a paid add-on to any of Pipedrive’s strategies that expenses $39 monthly. It consists of easy web forms that you can embed in your website along with 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. Supportbee Pipedrive.
The reporting interface in Pipedrive is another highlight of this platform. You can develop an unlimited number of customized reporting control panels and dozens of customized 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 remain on leading offers. The software application includes more than 30 workflow design templates that can automatically move offers through your pipeline, schedule conferences, or activate e-mails. You can likewise develop your own workflows utilizing an uncomplicated visual editing user interface. Supportbee Pipedrive.
Pipedrive CRM: What’s brand-new?
Pipedrive has been hectic making updates to its platform since we last reviewed 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. Supportbee Pipedrive.
Pipedrive likewise added two-factor authentication and offered users the capability to group customized reports within the reporting control panel.
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Pipedrive CRM: Pricing
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Pipedrive offers 4 pricing plans: Necessary, Advanced, Specialist, and Business. All plans include endless deal pipelines, contacts and adjustable reports.
Pipedrive CRM Essential Plan
The Necessary plan has only minimal activity management functions 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 Specialist strategy enables you to organize your sales staff members into teams, provides more detailed reporting choices, and offers custom-made report fields.
Pipedrive CRM Business Strategy
The Business strategy features phone assistance (in addition to live chat, offered on all strategies) and security alerts.
Strategies can be paid monthly, or every year for a discount. You can try out Pipedrive totally free for 2 week before buying a plan.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software is to use and how much freedom the custom-made pipelines and dashboards manage. Supportbee Pipedrive.
Pipedrive CRM: Including deals
We began operating in Pipedrive by creating a set of deals. The procedure was incredibly basic, because you can include deals 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 deal’s anticipated worth, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive offered the choice of including customized fields to the deal information, which would be terrific for scoring leads and appointing concern to offers. Supportbee Pipedrive.
Establishing a totally new deal pipeline was just as simple. You can add as numerous phases as you want, and Pipedrive allows you to assign a probability to each stage to show the probability of a deal in the stage closing. (Pipedrive does not use past information to automatically calculate these probabilities.).
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Pipedrive CRM: Generating customized reports
Navigating the reporting module within Pipedrive was just as uncomplicated. The platform includes a default dashboard and 11 premade reports, which by themselves will use a lot of information for lots of small businesses. Reports in the dashboard can be reorganized just by dragging and dropping and filtered by date variety or a set of employees.
Developing a new report just took a few clicks. Pipedrive offers a set of filters that you can integrate with logical operators to develop a highly specific 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 pertinent data and a choice to export a CSV for more analysis.
All customized reports can be conserved and grouped into folders for fast access later. Supportbee Pipedrive.
Alternatives to Pipedrive CRM
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Pipedrive stand apart for being incredibly easy to use. However, for the price, it lacks some innovative features that we have actually seen in comparable CRM software application. Supportbee Pipedrive.
Among the most significant rivals to Pipedrive is Zoho CRM( opens in new tab), which costs simply slightly more than Pipedrive. Zoho CRM offers limitless pipelines and control panels similar to Pipedrive, but it also uses unlimited workflow automations with its entry-level plan. It also uses e-mail marketing– an important function of an extensive CRM– as a basic function.
The disadvantage 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 review( opens in brand-new tab) found that the platform has a high learning curve. Browsing that curve may be worth it if your business requires to know how to prioritize deals or desires to utilize email marketing to bring in brand-new leads.
Another Pipedrive option that deserves a look is Apptivo. This platform is unusual in that it provides only a basic set of CRM functions, then lets you personalize the software application with lots of apps. That’s a major advantage if your business is scaling rapidly, given that you can quickly include features onto the software as you require them. Supportbee Pipedrive.
The only thing missing out on in Apptivo is the capability to drag and drop deals through your pipeline. But that’s hardly essential, and for the price– paid Apptivo plans begin at $10/user/month compared to $18/user/month for Pipedrive– we believe it’s a much better option for a lot of growing organizations. Supportbee Pipedrive.
Pipedrive: Last verdict
Pipedrive is one of the most easy to use CRM platforms we’ve checked. It’s simple to navigate from the minute you first open the platform and allows you to merely drag and drop offers as they move through your sales pipeline. It’s likewise highly customizable, using unrestricted deal pipelines and outstanding reporting abilities. Supportbee Pipedrive.
While Pipedrive does a terrific job at helping your team handle offers and established meetings with possible clients, we found that it’s much more minimal in scope and functionality than contending CRM software. Pipedrive has only the most standard email marketing tools available and does not use any features for project management. In addition, lead generation features like web types and chatbots require a paid add-on.
Ultimately, that suggests that Pipedrive can work well for companies that are upgrading to a CRM for the first time. It might not be the finest option for services that are looking for a thorough, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are much better alternatives. Apptivo in particular stands apart because it costs considerably less than Pipedrive and offers much of the exact same performance. Apptivo’s platform, which uses apps like foundation, can also better grow with the requirements of your company. Supportbee Pipedrive.
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