Pipedrive CRM evaluation – Pipedrive Office 365 Contacts Sync
We evaluate Pipedrive, an easy to use CRM that's got all the standard tools without the premium functions or pricetag. Pipedrive Office 365 Contacts Sync.
Pipedrive( opens in brand-new tab) is an easy-to-use CRM that powers more than 95,000 small and medium-sized organizations. Find out if it's the best CRM software options( opens in new tab) for your business in our Pipedrive CRM evaluation. Pipedrive Office 365 Contacts Sync.
Pipedrive CRM evaluation: Snapshot
Pipedrive is an incredibly easy to use CRM that's perfect for small companies relying on CRM software for the first time. It permits you to build an endless number of custom deal pipelines and move deals through them simply by dragging and dropping. The platform likewise provides extremely personalized reports, uncomplicated calendar and email integrations, and automated workflows to enhance your sales procedure.
While Pipedrive does a great task with the tools it has, it's missing a lot of tools that growing services require. It does not offer job management tools and there are reasonably couple of e-mail marketing tools. You likewise have to pay extra for web forms and chatbots that can assist you produce new leads.
Overall, we take pleasure in the experience of using Pipedrive, however we don't think the platform stands apart in the crowded field of CRM software application. For roughly half the cost, Apptivo is just as easy to use, offers just as lots of customization options, and includes email marketing and task management tools.
Pipedrive CRM essential functions
One of the best aspects of Pipedrive is how easy it is to handle offers. The platform starts you off with a default offer pipeline that should work for many organizations. Additionally, you can produce an unlimited variety of custom offer pipelines, each with as many actions as you require. The deal pipelines are basically kanban boards, enabling you to drag and drop deals from one stage to the next as your sales team makes progress.
Pipedrive includes an integrated calendar for quickly setting up meetings and tasks. If you use Outlook or Google Calendar, you can establish automated two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose conference times to a client by designating particular times that you're offered. Helpfully, upcoming conferences are displayed in your deal pipelines by a series of icons.
Pipedrive offers a brand-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 costs $39 each month. It consists of easy web kinds that you can embed in your website in addition to a live chat module with an optional chatbot. Leadbooster likewise includes a web scraping tool that can assist you discover potential customers from a database of more than 400 million online profiles. Pipedrive Office 365 Contacts Sync.
The reporting interface in Pipedrive is another highlight of this platform. You can develop an endless variety of customized reporting control panels and lots of custom-made 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 remain on top offers. The software application features more than 30 workflow design templates that can immediately move deals through your pipeline, schedule meetings, or trigger e-mails. You can also produce your own workflows utilizing a straightforward visual editing user interface.
Pipedrive CRM: What's brand-new?
Pipedrive has actually been busy making updates to its platform because we last reviewed this CRM. It recently added integrations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Office 365 Contacts Sync.
Pipedrive also included two-factor authentication and gave users the ability to group customized reports within the reporting dashboard.
Pipedrive CRM: Rates
Pipedrive offers four rates plans: Vital, Advanced, Expert, and Enterprise. All plans consist of unrestricted deal pipelines, contacts and personalized reports.
Pipedrive CRM Necessary Plan
The Essential strategy has only limited activity management features and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced strategy includes automation, but does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Professional plan allows you to organize your sales employees into groups, supplies more in-depth reporting alternatives, and provides custom-made report fields.
Pipedrive CRM Enterprise Plan
The Business plan includes phone assistance (in addition to live chat, readily available on all strategies) and security informs.
Plans can be paid monthly, or every year for a discount. You can try out Pipedrive totally free for 2 week prior to purchasing a plan.
Evaluating Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to use and just how much leeway the customized pipelines and dashboards afford.
Pipedrive CRM: Including offers
We started working in Pipedrive by producing a set of offers. The process was exceptionally simple, since you can add offers right from inside your deal pipeline instead of needing to first navigate to the pertinent contact.
A pop-up let us add information about the contact behind the offer, the offer's anticipated worth, which pipeline to add it to, and what phase to put it in. Even better, Pipedrive used the alternative of adding custom-made fields to the offer information, which would be great for scoring leads and assigning top priority to offers. Pipedrive Office 365 Contacts Sync.
Setting up a completely new deal pipeline was just as simple. You can include as lots of stages as you desire, and Pipedrive allows you to assign a likelihood to each stage to indicate the probability of a deal in the stage closing. (Pipedrive doesn't utilize past data to instantly determine these likelihoods.).
Pipedrive CRM: Generating custom-made reports
Browsing the reporting module within Pipedrive was just as uncomplicated. The platform includes a default dashboard and 11 premade reports, which on their own will provide lots of info for numerous small businesses. Reports in the control panel can be reorganized simply by dragging and dropping and filtered by date variety or a set of employees.
Creating a brand-new report only took a few clicks. Pipedrive offers a set of filters that you can combine with rational operators to produce a highly specific dataset, which you can then plot onto a number of different chart types. Below the charts, you'll find a summary table with all of the relevant information and an alternative to export a CSV for more analysis.
All customized reports can be saved and organized into folders for quick gain access to later on.
Alternatives to Pipedrive CRM
Pipedrive stands out for being exceptionally easy to use. For the cost, it does not have some advanced functions that we've seen in comparable CRM software.
One of the most significant rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs simply slightly more than Pipedrive. Zoho CRM uses endless pipelines and control panels much like Pipedrive, but it also provides limitless workflow automations with its entry-level strategy. It also uses email marketing– a vital function of an extensive CRM– as a standard feature.
The disadvantage 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 first time. Our Zoho CRM review( opens in new tab) discovered that the platform has a steep knowing curve. Navigating that curve might be worth it if your company needs to understand how to focus on deals or desires to use email marketing to bring in new leads.
Another Pipedrive alternative that's worth a look is Apptivo. This platform is unusual because it offers only a standard set of CRM functions, then lets you personalize the software with lots of apps. That's a major benefit if your organization is scaling quickly, since you can easily include functions onto the software as you need them.
The only thing missing out on in Apptivo is the ability to drag and drop deals through your pipeline. However that's hardly essential, and for the rate– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we believe it's a much better option for most growing organizations. Pipedrive Office 365 Contacts Sync.
Pipedrive: Final verdict – Pipedrive Office 365 Contacts Sync
Pipedrive is among the most user-friendly CRM platforms we have actually tested. It's easy to navigate from the minute you first open the platform and permits you to merely drag and drop offers as they move through your sales pipeline. It's also highly customizable, offering unrestricted deal pipelines and outstanding reporting abilities. Pipedrive Office 365 Contacts Sync.
While Pipedrive does a fantastic job at helping your team handle offers and set up conferences with potential customers, we found that it's a lot more limited in scope and performance than completing CRM software. Pipedrive has just the most basic e-mail marketing tools readily available and does not provide any functions for project management. In addition, list building functions like web kinds and chatbots need a paid add-on.
Eventually, that implies that Pipedrive can work well for organizations that are upgrading to a CRM for the very first time. However, it may not be the very best alternative for services that are looking for a comprehensive, scalable CRM service.
For that, we believe Zoho CRM or Apptivo are much better alternatives. Apptivo in particular stands out because it costs significantly less than Pipedrive and provides much of the same performance. Apptivo's platform, which utilizes apps like foundation, can likewise better grow with the needs of your company.