Pipedrive CRM evaluation – Pipedrive Microsoft 365 Integration
We review Pipedrive, an easy to use CRM that’s got all the standard tools without the premium features or pricetag. Pipedrive Microsoft 365 Integration.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized organizations. Find out if it’s the very best CRM software application options( opens in brand-new tab) for your company in our Pipedrive CRM evaluation. Pipedrive Microsoft 365 Integration.
Pipedrive Microsoft 365 Integration
Pipedrive CRM evaluation: Snapshot
Pipedrive is an extremely user-friendly CRM that’s perfect for small companies relying on CRM software for the first time. It enables you to build an unrestricted variety of custom-made deal pipelines and move deals through them just by dragging and dropping. The platform also offers highly adjustable reports, straightforward calendar and email integrations, and automated workflows to improve your sales procedure. Pipedrive Microsoft 365 Integration.
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While Pipedrive does a great task with the tools it has, it’s missing out on a lot of tools that growing organizations require. It does not use project management tools and there are fairly couple of email marketing tools. You likewise have to pay additional for web kinds and chatbots that can help you create new leads.
Overall, we enjoy the experience of using Pipedrive, but we don’t think the platform sticks out in the congested field of CRM software. For roughly half the cost, Apptivo is just as easy to use, provides just as many modification choices, and consists of e-mail marketing and project management tools. Pipedrive Microsoft 365 Integration.
Pipedrive CRM crucial features
One of the very best things about Pipedrive is how simple it is to handle deals. The platform begins you off with a default offer pipeline that need to work for most services. Alternatively, you can develop a limitless variety of custom deal pipelines, each with as lots of actions as you need. The offer pipelines are basically kanban boards, allowing you to drag and drop deals from one phase to the next as your sales group makes progress.
Pipedrive Microsoft 365 Integration
Pipedrive includes an integrated calendar for easily arranging conferences and tasks. If you utilize Outlook or Google Calendar, you can establish automated two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose meeting times to a customer by designating particular times that you’re readily available. Helpfully, upcoming conferences are displayed in your deal pipelines by a series of icons.
Pipedrive offers a new suite of tools called Leadbooster to help you find brand-new leads. This is a paid add-on to any of Pipedrive’s plans that costs $39 each month. It includes basic web kinds that you can embed in your website in addition to a live chat module with an optional chatbot. Leadbooster also comes with a web scraping tool that can help you discover prospective clients from a database of more than 400 million online profiles. Pipedrive Microsoft 365 Integration.
The reporting user interface in Pipedrive is another highlight of this platform. You can create an unlimited number of custom reporting control panels and dozens of custom reports. All information can be exported to Excel with a click if you desire a lot more analytical power.
Pipedrive supports automated workflows to assist your sales team remain on top deals. The software application comes with more than 30 workflow templates that can automatically move deals through your pipeline, schedule meetings, or set off e-mails. You can likewise produce your own workflows utilizing an uncomplicated visual editing interface. Pipedrive Microsoft 365 Integration.
Pipedrive CRM: What’s brand-new?
Pipedrive has actually been hectic making updates to its platform since we last examined this CRM. It recently included combinations for video conferencing with Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Microsoft 365 Integration.
Pipedrive also included two-factor authentication and provided users the ability to group customized reports within the reporting control panel.
Pipedrive Microsoft 365 Integration
Pipedrive CRM: Pricing
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Pipedrive offers 4 prices strategies: Necessary, Advanced, Expert, and Enterprise. All plans consist of unrestricted deal pipelines, contacts and personalized reports.
Pipedrive CRM Vital Strategy
The Important plan has only restricted activity management features and does not consist of workflow automation.
Pipedrive CRM Advanced Strategy
The Advanced plan adds automation, however lacks combination with cloud storage platforms like Google Drive.
Pipedrive CRM Expert Plan
The Professional plan enables you to arrange your sales workers into teams, supplies more detailed reporting options, and offers customized report fields.
Pipedrive CRM Enterprise Plan
The Business strategy includes phone support (in addition to live chat, available on all strategies) and security notifies.
Plans can be paid monthly, or each year for a discount. You can check out Pipedrive for free for 2 week prior to acquiring a strategy.
Testing Pipedrive CRM
We took Pipedrive for a spin to see how easy this software is to utilize and how much leeway the custom pipelines and dashboards manage. Pipedrive Microsoft 365 Integration.
Pipedrive CRM: Adding deals
We began operating in Pipedrive by developing a set of deals. The procedure was incredibly simple, considering that you can include offers right from inside your deal pipeline instead of requiring to first navigate to the pertinent contact.
A pop-up let us include details about the contact behind the deal, the offer’s expected value, which pipeline to include it to, and what phase to put it in. Even much better, Pipedrive offered the alternative of adding custom fields to the deal information, which would be fantastic for scoring leads and assigning top priority to deals. Pipedrive Microsoft 365 Integration.
Establishing a completely new deal pipeline was just as easy. You can include as lots of phases as you want, and Pipedrive allows you to assign a likelihood to each stage to show the probability of a deal in the stage closing. (Pipedrive does not utilize previous information to instantly determine these probabilities.).
Pipedrive Microsoft 365 Integration
Pipedrive CRM: Generating custom-made reports
Navigating the reporting module within Pipedrive was just as simple. The platform includes a default control panel and 11 premade reports, which on their own will provide lots of info for lots of small businesses. Reports in the control panel can be reorganized simply by dragging and dropping and filtered by date range or a set of staff members.
Developing a new report only took a couple of clicks. Pipedrive deals a set of filters that you can integrate with logical operators to produce a highly specific dataset, which you can then plot onto numerous different chart types. Below the charts, you’ll find a summary table with all of the pertinent information and an alternative to export a CSV for more analysis.
All custom reports can be saved and grouped into folders for fast gain access to later. Pipedrive Microsoft 365 Integration.
Alternatives to Pipedrive CRM
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Pipedrive stand apart for being extremely easy to use. For the rate, it does not have some innovative functions that we’ve seen in comparable CRM software. Pipedrive Microsoft 365 Integration.
One of the most notable competitors to Pipedrive is Zoho CRM( opens in new tab), which costs just slightly more than Pipedrive. Zoho CRM offers unlimited pipelines and control panels similar to Pipedrive, however it also provides endless workflow automations with its entry-level strategy. It also uses email marketing– a critical function of a detailed CRM– as a standard feature.
The downside to Zoho CRM is that its feature-rich interface isn’t easy to use, especially if you’re diving into CRM software for the very first time. Our Zoho CRM evaluation( opens in new tab) discovered that the platform has a steep learning curve. Browsing that curve might be worth it if your organization needs to understand how to prioritize deals or wants to utilize email marketing to bring in new leads.
Another Pipedrive alternative that deserves a look is Apptivo. This platform is unusual in that it supplies just a basic set of CRM functions, then lets you tailor the software application with dozens of apps. That’s a major benefit if your company is scaling quickly, because you can easily include features onto the software application as you require them. Pipedrive Microsoft 365 Integration.
The only thing missing in Apptivo is the ability to drag and drop offers through your pipeline. But that’s barely vital, and for the rate– paid Apptivo strategies begin at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a better option for the majority of growing companies. Pipedrive Microsoft 365 Integration.
Pipedrive: Last verdict
Pipedrive is among the most easy to use CRM platforms we’ve checked. It’s simple to browse from the minute you initially open the platform and allows you to just drag and drop offers as they move through your sales pipeline. It’s likewise highly adjustable, using limitless deal pipelines and outstanding reporting abilities. Pipedrive Microsoft 365 Integration.
While Pipedrive does an excellent task at assisting your group handle offers and set up meetings with possible customers, we found that it’s a lot more minimal in scope and performance than competing CRM software. Pipedrive has just the most standard e-mail marketing tools available and does not offer any features for task management. In addition, list building functions like web kinds and chatbots require a paid add-on.
Ultimately, that indicates that Pipedrive can work well for services that are upgrading to a CRM for the first time. It might not be the best choice for companies that are looking for a comprehensive, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are better options. Apptivo in particular stands out due to the fact that it costs substantially less than Pipedrive and uses much of the exact same functionality. Apptivo’s platform, which uses apps like building blocks, can also much better grow with the requirements of your business. Pipedrive Microsoft 365 Integration.
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