Pipedrive CRM review – How To Sync Pipedrive To Google Calendar
We examine Pipedrive, an easy to use CRM that's got all the standard tools without the premium functions or pricetag. How To Sync Pipedrive To Google Calendar.
Pipedrive( opens in brand-new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized organizations. Discover if it's the best CRM software services( opens in brand-new tab) for your company in our Pipedrive CRM evaluation. How To Sync Pipedrive To Google Calendar.
Pipedrive CRM review: Snapshot
Pipedrive is an extremely easy to use CRM that's ideal for small companies turning to CRM software for the first time. It enables you to develop an unrestricted number of custom offer pipelines and move deals through them simply by dragging and dropping. The platform also uses highly customizable reports, simple calendar and email combinations, and automated workflows to simplify your sales process.
While Pipedrive does a great job with the tools it has, it's missing out on a lot of tools that growing businesses need. It doesn't offer job management tools and there are fairly couple of email marketing tools. You likewise have to pay additional for web kinds and chatbots that can assist you create new leads.
In general, we take pleasure in the experience of using Pipedrive, but we do not believe the platform stands out in the congested field of CRM software application. For roughly half the price, Apptivo is just as easy to use, uses just as lots of personalization options, and includes e-mail marketing and task management tools.
Pipedrive CRM essential features
One of the very best things about Pipedrive is how easy it is to manage deals. The platform starts you off with a default deal pipeline that must work for many companies. You can produce a limitless number of customized deal pipelines, each with as numerous steps as you need. The deal 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 quickly arranging meetings and jobs. If you use 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 customer by designating specific times that you're available. Helpfully, upcoming meetings are displayed in your deal pipelines by a series of icons.
Pipedrive deals a new suite of tools called Leadbooster to assist you discover new leads. This is a paid add-on to any of Pipedrive's plans that costs $39 each month. It consists of simple web types that you can embed in your website along with a live chat module with an optional chatbot. Leadbooster likewise features a web scraping tool that can assist you find prospective clients from a database of more than 400 million online profiles. How To Sync Pipedrive To Google Calendar.
The reporting user interface in Pipedrive is another emphasize of this platform. You can develop a limitless number of custom-made reporting dashboards and lots of custom reports. All data can be exported to Excel with a click if you want a lot more analytical power.
Pipedrive supports automated workflows to help your sales group remain on top offers. The software includes more than 30 workflow design templates that can instantly move offers through your pipeline, schedule conferences, or trigger emails. You can also develop your own workflows utilizing an uncomplicated visual modifying interface.
Pipedrive CRM: What's new?
Pipedrive has actually been hectic making updates to its platform since we last evaluated this CRM. It recently added combinations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. How To Sync Pipedrive To Google Calendar.
Pipedrive likewise added two-factor authentication and offered users the ability to group custom reports within the reporting dashboard.
Pipedrive CRM: Prices
Pipedrive offers four rates plans: Important, Advanced, Professional, and Business. All strategies consist of limitless offer pipelines, contacts and customizable reports.
Pipedrive CRM Important Strategy
The Necessary plan has only restricted activity management functions and doesn't consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy adds automation, however lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Specialist Plan
The Expert strategy enables you to arrange your sales employees into groups, offers more detailed reporting options, and uses custom-made report fields.
Pipedrive CRM Enterprise Plan
The Enterprise strategy comes with phone support (in addition to live chat, available on all strategies) and security alerts.
Plans can be paid monthly, or each year for a discount. You can experiment with Pipedrive for free for 2 week before acquiring a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how simple this software application is to utilize and how much freedom the custom pipelines and dashboards manage.
Pipedrive CRM: Adding deals
We started working in Pipedrive by developing a set of offers. The procedure was incredibly basic, given that you can include deals right from inside your deal pipeline instead of requiring to first navigate to the pertinent contact.
A pop-up let us add information about the contact behind the deal, the deal's expected value, which pipeline to include it to, and what phase to put it in. Even much better, Pipedrive used the choice of including customized fields to the offer information, which would be excellent for scoring leads and assigning priority to offers. How To Sync Pipedrive To Google Calendar.
Setting up a totally new deal pipeline was just as easy. You can include as many phases as you want, and Pipedrive allows you to assign a possibility to each phase to show the likelihood of a handle the stage closing. (Pipedrive does not use previous data to automatically calculate these likelihoods.).
Pipedrive CRM: Getting custom reports
Navigating the reporting module within Pipedrive was just as uncomplicated. The platform consists of a default dashboard and 11 premade reports, which on their own will offer a lot of information for numerous small companies. Reports in the dashboard can be rearranged simply by dragging and dropping and filtered by date variety or a set of employees.
Creating a new report only took a few clicks. Pipedrive offers a set of filters that you can combine with logical operators to create a highly specific dataset, which you can then plot onto a number of various chart types. Below the charts, you'll discover a summary table with all of the pertinent data and a choice to export a CSV for additional analysis.
All custom reports can be conserved and organized into folders for fast gain access to later on.
Alternatives to Pipedrive CRM
Pipedrive stick out for being very easy to use. Nevertheless, for the rate, it lacks some sophisticated features that we have actually seen in equivalent CRM software.
One of the most noteworthy rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply a little more than Pipedrive. Zoho CRM uses unlimited pipelines and dashboards much like Pipedrive, but it likewise uses endless workflow automations with its entry-level strategy. It also uses email marketing– a crucial function of a thorough CRM– as a standard feature.
The drawback to Zoho CRM is that its feature-rich user interface isn't easy to use, particularly if you're diving into CRM software for the first time. Our Zoho CRM review( opens in new tab) discovered that the platform has a steep learning curve. However, browsing that curve may deserve it if your business requires to understand how to prioritize deals or wishes to utilize e-mail marketing to bring in new leads.
Another Pipedrive alternative that deserves a look is Apptivo. This platform is uncommon in that it supplies only a basic set of CRM functions, then lets you personalize the software application with dozens of apps. That's a major advantage if your company is scaling quickly, given that you can easily include functions onto the software as you require them.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. But that's hardly vital, and for the price– paid Apptivo strategies start at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a better option for many growing organizations. How To Sync Pipedrive To Google Calendar.
Pipedrive: Final verdict – How To Sync Pipedrive To Google Calendar
Pipedrive is among the most user-friendly CRM platforms we've checked. It's easy to navigate from the moment you initially open the platform and allows you to just drag and drop deals as they move through your sales pipeline. It's also extremely adjustable, offering unlimited deal pipelines and exceptional reporting capabilities. How To Sync Pipedrive To Google Calendar.
While Pipedrive does a fantastic task at helping your team handle offers and established meetings with potential clients, we found that it's much more limited in scope and functionality than contending CRM software. Pipedrive has just the most standard email marketing tools available and does not provide any features for task management. In addition, list building functions like web types and chatbots need a paid add-on.
Eventually, that means that Pipedrive can work well for companies that are updating to a CRM for the very first time. However, it may not be the very best option for companies that are looking for a comprehensive, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are much better alternatives. Apptivo in particular sticks out because it costs substantially less than Pipedrive and offers much of the same performance. Apptivo's platform, which uses apps like building blocks, can also much better grow with the needs of your service.