What is Pipedrive? Integrate Pipedrive With Outlook Calendar
Pipedrive is the present leader of the CRM software Category, along with the winner of our Professional’s Choice Award for 2017. In extensive tests of all popular solutions on the market our inspection team discovered Pipedrive to be the best performing CRM and sales pipeline control platform for sole sellers and growing companies, and the robust feature suite given by the vendor definitely supports it.
Constructed by sales people And hardcore internet app programmers, Pipedrive organizes your company leads in a means that will give you an excellent overview of your earnings, and allow you to focus on the deals you want to market. Establishing an account takes only a minute, along with other critical operations that used to be hard and time consuming are also quite straightforwad and quick.
The app is friendly Sufficient for most sales teams to appreciate it at first sight, and this really has a lot to do with this machine being completely mobile optimized. You may also easily integrate it with Google Calendar, Google Contacts, and other Google apps and many popular third-party small business systems.
But what can it be that Makes Pipedrive so easy? The critical catch of the system are direct sales. With this program, you will surely get a solution capable of effectively managing your business’s sales pipeline. The downright intuitiveness of the system helps you differentiate hot leads and priority bargains, and develop an individual strategy for each of these without wasting too much time. Negotiating a deal, or keeping lead relationships generally is a totally flexible procedure, and you can quickly customize it to promote your brand, or adapt the conditions you no longer agree with. Actually, Pipedrive lets you switch on/off entire modules, and guarantees there’ll not be a side effect on the quality of your services.
On top of it all, Pipedrive is a universally applicable system where you are able to tweak all your workflows, regardless of how complicated they could be. Pipedrive can be found in 13 languages to function just about all geographies, also functions with a broad assortment of currencies such as top and small ones. As we already said, its open API configuration guarantees that it can blend seamlessly with every software landscape, and also be implemented in harmony with all business systems, including Dropbox, Zapier, MailChimp, RightSignature, Zoho CRM, and a lot more.
Finally, the seller Offers a flexible pricing program which ensures all businesses should be able to locate a package suitable for their budget. You can also assess the Pipedrive free trial to see how the program works before making a purchase decision (no credit card is required to register ).
Summary of Pipedrive Benefits Integrate Pipedrive With Outlook Calendar
With Pipedrive, Your Company will always have an efficient And user friendly summary of the sales pipeline. Your sales team and deal makers will love the software, due to the revenue pipeline methodology that is built to it. Your deals will be displayed according to different sales phases, allowing you to see the progress of your team and assess which deals should be pushed. It is also possible to follow the development of your sales staff members as well as deals offered to prospects.
Well-organized Lead collection
The minimalist design of This system eases lead direction, and therefore do the seemingly infinite configuration possibilities. The system collects contact information using customizable Web Forms, which may be put directly on the consumer’s site or newsletter, or created manually inside the Preferences section. As anticipated, the many CRM and contact management integrations allow the user to export leads from different programs, regardless of their number. Integrate Pipedrive With Outlook Calendar
Quick Deal closed
Adding prices in Pipedrive could not be easier: all you need to do is to click the Add Deal button in addition to the bargains section, and fill in the data required in the pop up dialog box (related organizations, closing expectancy dates, stages, and scheduled activities). The advanced Activity Scheduler makes it effortless to organize events and create meetings on your calendar with no chance of double entries. Within this aspect, make sure you familiarize with the Mail tab, since it is there where all your mails will be synced, and in where you can forward files and shut specific deals with contacts that are not displayed on your Pipedrive list. The bulk editing feature was redesigned to alter several fields , and provides you the liberty to choose colors and symbols you expect contacts to comprehend.
Top Notch Numbers and Reporting
One of the most helpful Tabs within this system is Statistics, which may also be linked to the dashboard and introduced to other colleagues for better understanding of crucial metrics. There, you can follow the performance of individual agents, the value of each separate deal, or the background of each lead. Recent improvements made in the system empower critical comparisons, like the one between closed and lost deals. As for reporting, notice that Pipedrive has the ability to store all discussions and relevant data in a centralized database, from where it is possible to export it to other systems, or use your app to extract detailed summaries. You might even give the Live Dashboard a look, and adhere to the status of your Wins, Loses, People, Activities, and Newness, or personalize a unique report which will display all aspects of your operation.
Together with Pipedrive, you can Customize literally what. It is possible to add customized fields to modify your sales pipeline stages according to your company needs. You could also turn off and on whole modules with only one click. When communication with your customers, you will have access to a variety of modern editing filters to personalize messages, or share/publish documents you believe would be applicable to your colleagues. Group discussions are also available.
Full mobile optimization
Pipedrive Enables you to Take your sales pipeline with you anywhere you go due to its mobile programs. If you are a tablet , you can use the app’s mobile web version together with your favorite browser from anywhere on earth. You might even take notes during a meeting or call using this program. All information is also backed up in real time to another server.
Efficient Sales management
Pipedrive acts as your Private sales manager that helps you pick the right actions and deals to concentrate on. That is the reason the instrument is a real blessing for company owners and sales managers, and also a useful and beneficial application for sales people. The program may provide you a clear overview of your sales pipeline and powerful sales strategy is built into the computer software. You can become a much better closer with the app’s Timeline View which helps to pick the proper bargains and activities to focus on. Pipedrive is also a highly protected app that is trusted by thousands of customers around the world. It gives solid hosting infrastructure in addition to nightly backups in numerous locations.
Pipedrive CRM lets you easily transfer contacts from 1 step In the pipeline into the other by just dragging and dropping. Because of this, LM is simple: Once contact is made with each guide, you can simply utilize the Pipedrive CRM UI to drag it into the”Contact Made” column (or into some column you have defined for your company ). You can also change its status from the deal page for that person using a visual timeline near the top of the page. Integrate Pipedrive With Outlook Calendar
Although Pipedrive CRM does not offer the sophisticated Data collection features of Insightly, it will offer contact and pipeline information collection with Internet forms, an easier way to get web-based leads in the CRM. These customizable types can be created by an Admin user at the Preferences menu under Web Forms. You can then set the code onto your website or into a newsletter. You can add any of the custom text, single and multiple-option fields you have already established in Pipedrive CRM into the form.
If you want to separate your guide management out of, say, Your post-sales service, then you’re able to create more than 1 pipeline using a simple form-based UI. You can then hand off a bargain to the other pipeline by dragging and dropping it in a box labeled”Other Pipeline” in the bottom of the screen. In addition, this is where you can move the bargain to”Won” or”Lost” areas.
What Pipedrive CRM does not do is separate leads from contacts. When you start a new deal, the individual associated with this particular deal becomes a brand new contact. This can be fine for smaller companies that consider every new lead to be immediately qualified as a possible customer. Additionally, should you would like to put leads apart from contacts, then you can add a field called”Leads” to the contact type. However, small companies that prefer to manage their prospects separately might be better off with something more focused, such as Annoying CRM$10.00 at Less Annoying CRM.
Simple User Interface
Just Like its own pricing, Pipedrive CRM’s UI is extremely simple to understand. The plan is straightforward and the minimalist layout is refreshing. Compared to Bitrix24 CRM$99.00 in Bitrix24 and Insightly CRM and their never-ending customization choices, Pipedrive CRM feels startlingly clean. As the name would suggest, Pipedrive CRM’s main function is to provide a visual pipeline for deals. When you first log into, Pipedrive CRM starts you off using a standard sales pipeline. Many companies will be able to immediately start entering their thoughts and current deals in the pipeline as it is. However if you have to personalize the pipeline or create a fresh one, then you can easily do this in Settings. Your pipeline could be heavily customized to make your life easier. Making the right tweaks in your preferences will permit you to move deals along the pipeline with no more than a drag and click.
When You obtain your settings just right, creating a bargain in Pipedrive CRM is as straightforward as clicking the Insert Deal button near the top of the Prices page. A dialogue box pops up which asks you who the contact is (it also lets you make a new contact, if necessary), which organization is connected with the arrangement, and the present pipeline stage and expected close date. As soon as you’ve entered all of your details, your new deal shows up at the pipeline and you will quickly see where it sits in comparison to your other current deals. So far as pipeline-specific CRM platforms go, Pipedrive CRM is not as customizable as PipelineDeals$24.00 at PipelineDeals, but the UIs are equally simple to use.
One of Pipedrive CRM’s most helpful features is the icon that appears next to every deal in your pipeline. At a glance, you can tell if you have any activities scheduled that are associated with this deal, if you’re behind in your scheduled actions, or in the event that you still need to follow up. A new Task Scheduler feature makes this even easier by incorporating existing appointments for your calendar to avoid double bookings. Integrate Pipedrive With Outlook Calendar
The Mail tab also makes it possible to keep track of important emails if you are using email forwarding. Pipedrive CRM recently added complete email sync, so there’s no more a need to toggle back and forth between Pipedrive CRM and your email inbox. All emails related to a particular deal or contact are viewable within Pipedrive CRM contact entrances. This means that you may send email from Pipedrive CRM which will also appear on your email tool. Conversely, anything you send from Gmail or Outlook, will be automatically logged in Pipedrive CRM, connected to the touch or arrangement of your choice. You are able to connect emails with their associated deals as well, and immediately discern their financial value, Pipedrive CRM point, and following scheduled activity. From here you may schedule a new activity, or you could click the activities tab to see all scheduled activities, filter them by kind, and immediately see which are overdue and that are upcoming. Pipedrive CRM utilizes easy-to-understand logos and colors to allow users to quickly comprehend the data being presented.
Since Our last review, Pipedrive has added a library of email templates and a tool with which users can construct their very own. The company has also increased email signatures, which formerly only enabled plain text, and can include pictures, hyperlinks, rich text, and other design components.
Filters Have also improved over the entire world, together with Pipedrive CRM incorporating new list perspectives to make and export entirely customizable lists using a redesigned bulk editing attribute to change a number of fields at the same time. There is also a brand new Pen icon next to each cell in the list to edit individual fields. Plus you’ll discover mass export options such as”Export into Mailchimp” in the top right-hand corner of the dashboard. Additional new filters include public filters that you can share with coworkers, and private filters to configure your dashboard view. Filter views could be altered by clicking”Edit Filter” and picking”personal” or”shared” beneath the Visibility setting.
The Statistics tab also supplies a link to the live dashboard. Here, you may see the value of all your new deals, which worker gets the newest bargains, a summary of activities, and lost and won prices. You can filter this data by pipeline, project, and timeframe. Pipedrive CRM’s customization capacity has also improved recently, with the addition of columns each filter. Users can now define a different set of columns for every deal filter with the added option in the Edit Filter window.
Reporting and Third-Party Pairing
Pipedrive CRM integrates with a lot of productivity Tools, like google G Suite, Google Maps, MailChimp$10.00 at Mailchimp, and Zapier, simply to mention a couple. Pipedrive gives you a forwarding address so you can save your important emails and share them with the team. To cover all aspects of your business, you will most likely have to make use of a few of those integrations. For the cost per user, I’d have liked to have seen more native functionality, as you get with Apptivo CRM. And, of course, nothing beats the sheer size of this Salesforce market.
You can get your bargains on the move using Pipedrive CRM’s Apps for Android and iPhone. Just like the web version, the cellular programs are simple and easy to navigate. You can quickly view your deals, tasks, and contacts, or use the lookup function to dig out important data. Pipedrive CRM has rolled out numerous features recently to improve cellular app productivity as well. These features include call monitoring capacities to log calls, take notes, and connect both to bargains, and program follow-up activities. The programs also now include activity push notifications and a new Day View in mobile calendars that combine existing appointments in a mobile-optimized view for improved sales productivity on-the-go. Integrate Pipedrive With Outlook Calendar
In terms of reporting, the Live Dashboard offers you a Have a look at the standing of bargains by Newness, Person, Tasks, Wins, and Losses. Beneath the Statistics tab, you’ll also find reports covering a particular user or the entire business. Like the rest of Pipedrive CRM’s UI, reports are easy to comprehend and visually appealing.
If you need to customize your dashboard, then you will want To consider Zoho CRM rather than This is so even though Pipedrive CRM has substantially revamped its reporting capacities of late, including several new deal views that include”Deals Won” and”Deals Lost” graphs, finished activity charts, and deeper pipeline conversion evaluation. In the dashboard, now you can access a product-specific perspective that looks at how many deals were started, won, and lost according to merchandise, values, and reductions associated with the products and the most-active sales team members. The rest of the new perspectives are somewhat more deal-centric, allowing users see who started a bargain, where it now sits in the pipeline, or the state of all deals that started within a specific date range.
If you need assistance getting your Pipedrive CRM easily Running, then you have many support options. Besides multiple in-depth demo videos, you may even look for the knowledge base, call support toll-free from the US, UK, or Canada, or even take a look at the FAQs. You can even reach the company via social media; they’re responsive to tweets within 12 hours. Pipedrive CRM’s service team can be reached quickly and in numerous ways, but the program is really easy to follow that you may not desire it. It is difficult to convey exactly how simple it’s to install and get started with this software.
Beautiful and User Friendly
Pipedrive CRM is both reasonably priced and one of the Easiest CRM services there is to install and understand. You’ll have the ability to get this up and running fast, and the simple UI will let you spend time working together with the applications and much more time working on your next sale. If you’re looking for a CRM service which will centralize all aspects of your enterprise, however, then you might be better off with Apptivo CRM, Salesforce Revenue Cloud Professional, or Zoho CRM$12.00 in Zoho, PCMag’s Editors’ Choices for CRM services.
Pipedrive made a deliberate choice to focus squarely on The sales pipeline. If you’re looking for deeper CRM database capabilities, then the Editors’ Choices will serve you better. However, Pipedrive CRM’s main view and next-step sales activity pipeline is aimed toward teams actively handling sales, and in that respect Pipedrive excels.
Summary of Pipedrive Characteristics
Great Sales Pipeline View
Goal Setting & Reporting
Contact History Integrate Pipedrive With Outlook Calendar
Google Calendar & Contacts Integration
Roles & Organizational Hierarchy
Reliable and Secure
Google Apps integration
Google Maps integration
Multi-language and multi-currency
Simple data import & export
How much does Pipedrive Price?
Pipedrive can be obtained In 3 SMB and business pricing programs. All payment plans offer a free 14 days trial, and provide you the possibility to use the app free for two month is you decide to pay on annual basis.
The following paid programs Can be found:
Silver $12 per user/month (billed yearly ), $15 per user for monthly charge
Smart email BCC
2GB storage per user
Full sales management features
Chat and email service
Native integrations, API access
Gold — $24 each user/month (charged Yearly ), $29 per user for monthly fee
Two-way full email sync
5GB storage per user
Total sales management features
Chat and email support
Native integrations, API accessibility
Open and click monitoring
Smart Contact Information
Platinum — $49.17 each user/month (billed annually), $59 per user to get monthly charge
Two-way full email Sync
100GB storage each Consumer
Full sales Management features
Chat and email Support