What is Pipedrive? Integrating Pipedrive With Google Calendar
Pipedrive is the current leader of our CRM applications Class, and the winner of the Professional’s Choice Award for 2017. In extensive evaluations of all popular alternatives on the market our review team discovered Pipedrive to be the best acting CRM and sales pipeline management platform for sole vendors and developing businesses, and the strong feature suite given by the seller definitely confirms it.
Constructed by sales people And hardcore web app developers, Pipedrive arouses your business leads in a way that will provide you a superb overview of your earnings, and allow you to concentrate on the deals that you want to market. Establishing an account takes only a minute, along with other vital operations that used to be hard and time consuming are also very straightforwad and quick.
The program is friendly Enough for many sales teams to appreciate it at first sight, which has a lot to do with the machine being fully mobile optimized. You may also easily incorporate it with Google Calendar, Google Contacts, along with other Google apps and many popular third-party business systems.
But what can it be that Makes Pipedrive so easy? The crucial catch of this system are direct earnings. With this program, you will surely receive a solution capable of efficiently managing your company’s sales pipeline. The downright intuitiveness of the system helps you differentiate hot prospects and priority bargains, and create an individual strategy for every one of them without wasting too much time. Negotiating a deal, or keeping lead relationships generally is a totally flexible procedure, and also you can quickly customize it to publicize your brand, or adjust the conditions you do not agree with. Actually, Pipedrive lets you switch on/off entire modules, and ensures there’ll be no 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 of your workflows, regardless of how complicated they may be. Pipedrive is available in 13 languages to function just about all geographies, also works with a broad assortment of currencies such as top and minor ones. As we already said, its open API configuration ensures that it can blend seamlessly with each software landscape, and be applied in harmony with all company systems, such as Dropbox, Zapier, MailChimp, RightSignature, Zoho CRM, and many more.
Last, the seller Provides a flexible pricing plan which ensures all businesses should be able to find a package acceptable for their own budget. You can also assess the Pipedrive free trial to see how the program works before making a purchase decision (no credit card is needed to register ).
Summary of Pipedrive Benefits Integrating Pipedrive With Google Calendar
With Pipedrive, your business will always have a efficient And user friendly summary of the sales pipeline. Your sales team and deal makers will love the software, because of the revenue pipeline methodology that’s built into it. Your deals will be exhibited according to different sales phases, letting you see the development of your staff and check which copes should be pushed. It is also possible to follow the progress of your sales team members as well as deals provided to leads.
Well-organized Lead collection
The minimalist layout of This system facilitates lead management, and so do the apparently infinite configuration possibilities. The system gathers contact info using customizable Internet Forms, which can be placed right on the user’s website or newsletter, or generated manually within the Preferences section. As expected, the many CRM and contact management integrations permit the user to import leads from different systems, regardless of their number. Integrating Pipedrive With Google Calendar
Quick Deal closure
Adding deals in Pipedrive could not be simpler: all you have to do is to click the Add Deal button on top of the bargains section, and fill in the data required in the pop up dialog box (related organizations, closing expectancy dates, phases, and scheduled actions ). The advanced Activity Scheduler makes it easy to plan events and appoint meetings on your calendar with no risk of double entries. In this aspect, be certain you familiarize with the Mail tab, since it is there where all your mails will be synced, and in where you can forward documents and shut specific deals with contacts which are not shown on your Pipedrive list. The majority editing feature was redesigned to modify several fields at ones, and provides you the freedom to choose symbols and colors you expect contacts to understand.
Top Notch Numbers and Reporting
One of the very helpful Tabs in this particular system is Statistics, which can also be related to the dashboard and introduced to other coworkers for better understanding of critical metrics. There, you can follow the performance of individual representatives, the value of every separate deal, or the history of every lead. Recent improvements made from the machine enable critical comparisons, such as the one between lost and closed prices. In terms of reporting, notice that Pipedrive has the ability to store all discussions and appropriate information in a centralized database, from where it is possible to export it to other programs, or use your app to pull out detailed summaries. You might even give the Live Dashboard a look, and adhere to the status of your Wins, Loses, People, Tasks, and Newness, or personalize a special report which will display all facets of your performance.
With Pipedrive, you can Customize literally what. It is possible to add customized fields to modify your sales pipeline stages according to your company requirements. You could even turn on and off entire modules with just one click. When communication with your clients, you’ll have access to many different contemporary editing filters to personalize messages, or share/publish documents you think could be relevant for your colleagues. Group discussions are also offered.
Full mobile optimization
Pipedrive allows you to Take your sales pipeline with you everywhere you go because of its mobile programs. If you’re a tablet user, you can use the program’s mobile web version together with your favorite browser from anywhere on earth. You can even take notes during a meeting or telephone using this application. All information can be backed up instantly into another server.
Efficient Sales direction
Pipedrive acts as your Private sales manager that helps you pick the right actions and deals to focus on. This is why the tool is a real blessing for business owners and sales managers, and also a useful and beneficial application for sales individuals. The app can provide you a very clear summary of your sales pipeline and effective sales strategy is built into the software. It’s possible to become a better closer with the program’s Timeline View that helps to pick the right bargains and activities to concentrate on. Pipedrive is also an extremely secure app that’s trusted by thousands of consumers around the globe. It gives solid hosting infrastructure in addition to nightly backups in numerous locations.
Pipedrive CRM lets you easily transfer contacts from 1 step From the pipeline to another by just dragging and dropping. As a result, LM is simple: After contact is made with every lead, you can simply use the Pipedrive CRM UI to drag it to the”Contact Produced” column (or to any column you’ve defined for your company ). You could also change its standing from the bargain page for that individual using a visual timeline at the top of the page. Integrating Pipedrive With Google Calendar
Although Pipedrive CRM doesn’t offer the sophisticated Data collection includes Insightly, it will offer contact and pipeline information collection with Internet forms, an easier way to acquire web-based leads in the CRM. These customizable types can be made by an Admin user at the Settings menu under Web Forms. You can then set the code onto your website or into a newsletter. You can add some of the customized text, both single and multiple-option areas that you have already created in Pipedrive CRM to the form.
If you want to separate your guide management out of, say, Your own post-sales service, then you’re able to create more than 1 pipeline using an easy 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” at the bottom of the screen. This is also where you can move the bargain into”Won” or”Lost” areas.
What Pipedrive CRM does not do is different leads from contacts. When you begin a new deal, the individual associated with this particular deal becomes a brand new contact. This is fine for smaller companies that believe every new lead to be instantly qualified as a potential customer. In addition, should you want to set leads apart from contacts, then you can add a field called”Leads” to the contact form. However, small companies that prefer to deal with their leads separately might be better off with something more focused, such as Annoying CRM$10.00 at Less Annoying CRM.
Easy User Interface
Just Like its pricing, Pipedrive CRM’s UI is extremely easy to understand. The plan is straightforward and the minimalist layout is refreshing. In comparison to Bitrix24 CRM$99.00 in Bitrix24 and Insightly CRM and their never-ending customization options, Pipedrive CRM feels startlingly clean. As the title would suggest, Pipedrive CRM’s most important function is to provide a visual pipeline for deals. When you log into, Pipedrive CRM starts you off using a conventional sales pipeline. Many businesses will have the ability to immediately start entering their thoughts and current deals in the pipeline since it is. Butif you need to personalize the pipeline or produce a fresh one, then you can readily do so in Settings. Your pipeline could be heavily customized to make your life simpler. Making the ideal tweaks in your settings will permit you to move deals along the horizon with no more than a click and drag.
When You get your settings just right, developing a deal in Pipedrive CRM is as simple as clicking the Add Deal button at the peak of the Prices page. A dialog box pops up that asks you who the contact is (it also lets you make a new contact( if required ), which organization is connected with the arrangement, and the present pipeline stage and expected closure date. As soon as you’ve entered all of your details, your new deal shows up in the pipeline and you will quickly see where it stays compared to your other current prices. So far as pipeline-specific CRM platforms proceed, Pipedrive CRM is not as customizable as PipelineDeals$24.00 at PipelineDeals, but the UIs are equally easy to use.
One of Pipedrive CRM’s most helpful features is that the icon which appears next to every deal in your pipeline. At a glance, you can tell if you have any activities scheduled which are linked with this particular deal, if you are behind in your scheduled activities, or in the event that you still need to follow up. A new Activity Scheduler feature makes this much easier by adding existing appointments to your calendar to prevent double bookings. Integrating Pipedrive With Google Calendar
The Mail tab also makes it possible to keep an eye on important emails if you are using email forwarding. Pipedrive CRM recently included complete email sync, therefore there’s no longer a need to sit and forth between Pipedrive CRM and your email inbox. All emails related to a specific deal or contact are viewable within Pipedrive CRM contact entries. As a consequence, you can send email from Pipedrive CRM which will also appear in your email application. Conversely, anything you send from Gmail or Outlook, will be automatically logged in Pipedrive CRM, connected to the contact or deal of your selection. You are able to connect emails with their associated deals as well, and immediately discern their monetary worth, Pipedrive CRM stage, and next scheduled activity. From here you can schedule a new activity, or you can click the actions tab to view all scheduled activities, filter them by type, and quickly see which are overdue and which are upcoming. Pipedrive CRM utilizes easy-to-understand symbols and colours to allow users to quickly understand the data being presented.
Since Our last review, Pipedrive has included a library of email templates and a tool with which users can build their very own. The company has also increased email signatures, which formerly only allowed plain text, and can contain images, links, rich text, and other layout components.
Filters Have also improved over the whole, with Pipedrive CRM adding new list views to make and export entirely customizable lists with a redesigned majority editing feature to alter a number of fields at once. There is also a brand new Pen icon next to every cell in the list to edit individual areas. Plus you’ll discover bulk export choices such as”Export into Mailchimp” in the very best right-hand corner of the dashboard. Added new filters consist of public filters that you can share with coworkers, and private filters to configure your own dashboard view. Filter views can be changed by clicking”Edit Filter” and picking”private” or”shared” beneath the Visibility setting.
The Statistics tab also supplies a link to the live dashboard. Here, you can see the worth of your new bargains, which employee has the most new deals, a list of activities, and won and lost deals. You can filter this data by pipeline, project, and timeframe. Pipedrive CRM’s customization ability has also improved lately, with the addition of custom columns each filter. Users can now define another set of columns for each deal filter with the added option in the Edit Filter window.
Reporting and Third-Party Integration
Pipedrive CRM integrates with many big-name productivity Tools, such as Google G Suite, Google Maps, MailChimp$10.00 at Mailchimp, and Zapier, simply to name a few. 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 need to make use of some of those integrations. For the cost per user, I would have liked to have seen more native functionality, as you get with Apptivo CRM. And, of course, nothing beats the sheer dimensions of the Salesforce market.
You can get your bargains on the move with Pipedrive CRM’s Programs for Android and iPhone. Just like the web version, the mobile apps are simple and easy to navigate. You can quickly view your deals, activities, and contacts, or use the search function to dig important data. Pipedrive CRM has rolled out numerous attributes recently to enhance cellular app productivity as well. These attributes include call tracking capacities to log calls, and take notes, and connect both to bargains, and schedule follow-up actions. The apps also now include action push notifications and a brand new Day View in mobile calendars that consolidate existing appointments at a mobile-optimized view for enhanced sales productivity on-the-go. Integrating Pipedrive With Google Calendar
Concerning reporting, the Live Dashboard offers you a Look at the standing of deals by Newness, Person, Tasks, Wins, and Losses. Beneath the Statistics tab, you will also find reports covering a particular user or the entire company. Like the remainder of Pipedrive CRM’s UI, reports are easy to understand and visually appealing.
If you need to customize your dashboard, then you will want To think about Zoho CRM rather than This can be so even though Pipedrive CRM has substantially revamped its reporting capacities of late, including several new deal perspectives that incorporate”Prices Won” and”Deals Lost” charts, completed action graphs, and deeper pipeline conversion evaluation. In the dashboard, now you can access a product-specific perspective that looks at how many bargains have been launched, won, and lost according to merchandise, worth, and discounts associated with the goods and the most-active sales group 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 even the condition of all deals that started within a particular date range.
If you need assistance getting your Pipedrive CRM smoothly Running, then you’ve got many service options. Besides multiple in-depth demonstration videos, you can also search the knowledge base, call support toll-free in the US, UK, or Canada, or check out the FAQs. You could even reach the company via social media; they are responsive to tweets within 12 hours. Pipedrive CRM’s support staff can be achieved quickly and in multiple ways, but the software is so easy to follow that you may not desire it. It’s hard to convey exactly how easy it’s to install and get started with this program.
Beautiful and User Friendly
Pipedrive CRM is both reasonably priced and among the Easiest CRM services there is to set up and comprehend. You’ll be able to get it up and running quickly, and the very simple UI will let you spend less time working with the applications and much more time working on the following sale. If you’re searching for a CRM service that will centralize all aspects of your business, however, then you might be better off with Apptivo CRM, Salesforce Sales Cloud Professional, or Zoho CRM$12.00 at Zoho, PCMag’s Editors’ Choices for CRM services.
Pipedrive made a deliberate choice to focus squarely on The revenue pipeline. If you’re searching for deeper CRM database capabilities, then the Editors’ Choices will serve you better. But Pipedrive CRM’s main perspective and next-step sales activity pipeline is geared toward teams actively managing sales, and in that regard Pipedrive excels.
Overview of Pipedrive Characteristics
Great Revenue Pipeline View
Goal Setting & Reporting
Contact Background Integrating Pipedrive With Google 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 is available 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 opt to pay on yearly basis.
The following paid programs Are available:
Silver — $12 each user/month (billed annually), $15 per user for monthly fee
Smart email BCC
2GB storage per user
Total sales management features
Chat and email support
Native integrations, API accessibility
Gold — $24 per user/month (charged Yearly ), $29 per user for yearly fee
Two-way full email sync
5GB storage per user
Full sales management attributes
Chat and email service
Native integrations, API accessibility
Open and click monitoring
Smart Contact Information
Platinum — $49.17 each user/month (billed annually), $59 per user for monthly fee
Two-way full email Sync
100GB storage per Consumer
Total sales Management features
Chat and email Support