Pipedrive CRM review – Does Pipedrive Sync With Microsoft Office
We evaluate Pipedrive, an user-friendly CRM that's got all the standard tools without the premium functions or pricetag. Does Pipedrive Sync With Microsoft Office.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized services. Discover if it's the very best CRM software application services( opens in new tab) for your company in our Pipedrive CRM evaluation. Does Pipedrive Sync With Microsoft Office.
Pipedrive CRM review: Snapshot
Pipedrive is an incredibly user-friendly CRM that's ideal for small companies relying on CRM software for the first time. It permits you to build a limitless variety of custom offer pipelines and move deals through them just by dragging and dropping. The platform also provides highly customizable reports, uncomplicated calendar and email combinations, and automated workflows to enhance your sales process.
While Pipedrive does a great job with the tools it has, it's missing a great deal of tools that growing companies need. It does not offer project management tools and there are fairly few email marketing tools. You also need to pay additional for web kinds and chatbots that can help you produce brand-new leads.
In general, we enjoy the experience of using Pipedrive, however we do not believe the platform stands out in the crowded field of CRM software application. For approximately half the rate, Apptivo is just as easy to use, offers just as many modification choices, and includes email marketing and job management tools.
Pipedrive CRM crucial features
Among the best things about Pipedrive is how simple it is to handle offers. The platform begins you off with a default deal pipeline that must work for most organizations. Alternatively, you can produce an unlimited number of custom deal pipelines, each with as many steps 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 includes an integrated calendar for easily scheduling meetings 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 allows you to propose conference times to a client by designating specific times that you're readily available. Helpfully, upcoming conferences are displayed in your offer 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 strategies that expenses $39 per 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 likewise comes with a web scraping tool that can help you discover possible clients from a database of more than 400 million online profiles. Does Pipedrive Sync With Microsoft Office.
The reporting interface in Pipedrive is another highlight of this platform. You can develop an endless variety of custom-made reporting dashboards and dozens of custom reports. All data can be exported to Excel with a click if you want much more analytical power.
Pipedrive supports automated workflows to assist your sales team remain on top offers. The software comes with more than 30 workflow templates that can instantly move deals through your pipeline, schedule meetings, or trigger e-mails. You can likewise develop your own workflows utilizing a simple visual modifying interface.
Pipedrive CRM: What's new?
Pipedrive has been hectic making updates to its platform since we last examined this CRM. It just recently included integrations for video conferencing with Zoom and Google Meet, task management with Monday and Trello, and accounting with Xero and Quickbooks. Does Pipedrive Sync With Microsoft Office.
Pipedrive likewise added two-factor authentication and gave users the capability to group customized reports within the reporting control panel.
Pipedrive CRM: Prices
Pipedrive offers 4 prices strategies: Essential, Advanced, Professional, and Enterprise. All plans include endless deal pipelines, contacts and customizable reports.
Pipedrive CRM Important Strategy
The Important strategy has only limited activity management features and doesn't include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced strategy includes automation, but lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Expert plan enables you to organize your sales employees into teams, offers more detailed reporting alternatives, and offers custom report fields.
Pipedrive CRM Enterprise Plan
The Business strategy comes with phone support (in addition to live chat, offered on all strategies) and security informs.
Strategies can be paid monthly, or each year for a discount. You can check out Pipedrive free of charge for 2 week prior to purchasing a plan.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to utilize and how much freedom the customized pipelines and control panels afford.
Pipedrive CRM: Including offers
We started operating in Pipedrive by developing a set of deals. The process was exceptionally basic, given that you can add offers right from inside your offer pipeline instead of needing to very first navigate to the relevant contact.
A pop-up let us add details about the contact behind the offer, the offer's anticipated worth, which pipeline to include it to, and what stage to put it in. Even better, Pipedrive provided the alternative of including custom fields to the deal information, which would be excellent for scoring leads and designating top priority to offers. Does Pipedrive Sync With Microsoft Office.
Establishing a completely new deal pipeline was just as easy. You can include as lots of stages as you want, and Pipedrive enables you to assign a possibility to each stage to show the possibility of a deal in the stage closing. (Pipedrive does not use previous information to instantly compute these probabilities.).
Pipedrive CRM: Getting custom-made reports
Browsing the reporting module within Pipedrive was just as simple. The platform includes a default control panel and 11 premade reports, which by themselves will offer a lot of info for numerous small businesses. Reports in the control panel can be reorganized simply by dragging and dropping and filtered by date range or a set of workers.
Developing a new report only took a few clicks. Pipedrive deals a set of filters that you can integrate with logical operators to produce a highly specific dataset, which you can then outline onto several different chart types. Below the charts, you'll find a summary table with all of the relevant information and an option to export a CSV for further analysis.
All custom reports can be saved and grouped into folders for fast gain access to later on.
Alternatives to Pipedrive CRM
Pipedrive stand apart for being extremely easy to use. For the cost, it does not have some advanced features that we have actually seen in similar CRM software application.
Among 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 control panels much like Pipedrive, but it likewise offers limitless workflow automations with its entry-level plan. It also uses e-mail marketing– a crucial function of a detailed CRM– as a basic feature.
The drawback to Zoho CRM is that its feature-rich user interface isn't easy to use, specifically if you're diving into CRM software application for the very first time. Our Zoho CRM evaluation( opens in brand-new tab) found that the platform has a high learning curve. Navigating that curve might be worth it if your service requires to know how to prioritize deals or desires to utilize email marketing to bring in brand-new leads.
Another Pipedrive alternative that deserves 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 dozens of apps. That's a major advantage if your organization is scaling quickly, considering that you can quickly include features onto the software application as you need them.
The only thing missing in Apptivo is the ability to drag and drop offers through your pipeline. However that's hardly necessary, and for the price– 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 organizations. Does Pipedrive Sync With Microsoft Office.
Pipedrive: Last decision – Does Pipedrive Sync With Microsoft Office
Pipedrive is one of the most easy to use CRM platforms we have actually checked. It's easy to browse from the moment you initially open the platform and allows you to simply drag and drop deals as they move through your sales pipeline. It's also extremely personalized, providing limitless deal pipelines and outstanding reporting abilities. Does Pipedrive Sync With Microsoft Office.
While Pipedrive does a fantastic task at assisting your group handle offers and set up conferences with potential customers, we found that it's much more limited in scope and performance than competing CRM software. Pipedrive has just the most basic email marketing tools readily available and doesn't offer any functions for task management. In addition, lead generation functions like web kinds and chatbots require a paid add-on.
Ultimately, that suggests that Pipedrive can work well for businesses that are updating to a CRM for the very first time. It might not be the finest option for businesses that are looking for an extensive, scalable CRM option.
For that, we believe Zoho CRM or Apptivo are much better options. Apptivo in particular sticks out since it costs significantly less than Pipedrive and provides much of the very same functionality. Apptivo's platform, which utilizes apps like building blocks, can also better grow with the needs of your business.