What is Pipedrive? Pipedrive Outlook Sync Review
Pipedrive is the current leader of our CRM applications Category, and the winner of the Professional’s Choice Award for 2017. In extensive evaluations of popular solutions available on the market our inspection team found Pipedrive are the best acting CRM and sales pipeline management platform for sole sellers and growing businesses, and the robust feature suite offered by the vendor definitely supports it.
Constructed by sales people And hardcore internet app developers, Pipedrive organizes your business leads in a way that will give you an excellent summary of your sales, and permit you to focus on the deals that you want to market. Setting up an account takes only a moment, along with other critical operations that used to be hard and time consuming are also very straightforwad and fast.
The program is friendly Enough for most sales teams to appreciate it at first sight, and this has a great deal to do with this system being fully mobile optimized. You can also easily incorporate it with Google Calendar, Google Contacts, along with other Google programs and many popular third-party business systems.
But what can it be that Makes Pipedrive so convenient? The critical grasp of the system are direct earnings. With this software, you will surely get a solution capable of efficiently managing your company’s sales pipeline. The downright intuitiveness of this system helps you distinguish hot prospects and priority deals, 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 fully flexible procedure, and also you can quickly personalize it to publicize your brand, or adapt the requirements you do not agree with. Actually, Pipedrive allows you to switch on/off entire modules, and guarantees there will not be a side effect on the quality of your service.
On top of it all, Pipedrive is a universally applicable system where you are able to tweak each one of your workflows, regardless of how complicated they could be. Pipedrive is available in 13 languages to function almost all geographies, and functions with a broad range of currencies including leading and small ones. As we already mentioned, its open API configuration guarantees that it can combine seamlessly with every software landscape, and also be applied in harmony with all business systems, including Dropbox, Zapier, MailChimp, RightSignature, Zoho CRM, and a lot more.
Finally, the seller Provides a flexible pricing program which ensures all businesses need to be able to locate a package acceptable for their budget. It is also possible to assess the Pipedrive free trial to see how the software works before making a buy decision (no credit card is required to sign up).
Overview of Pipedrive Benefits Pipedrive Outlook Sync Review
With Pipedrive, your business will always have a efficient And user friendly overview of the sales pipeline. Your sales staff and deal manufacturers will love the software, due to the sales pipeline methodology that is built into it. Your prices will be exhibited according to unique sales stages, allowing you to find the development of your team and check which copes ought to be pushed. You can also follow the development of your sales staff members in addition to deals offered to prospects.
Well-organized Lead collection
The minimalist layout of This system eases lead management, and therefore do the apparently infinite configuration choices. The system collects contact info using customizable Internet Forms, which may be placed directly on the user’s site or newsletter, or generated manually inside the Preferences section. As anticipated, the many CRM and contact management integrations permit the consumer to import leads from other programs, regardless of their number. Pipedrive Outlook Sync Review
Quick Deal closure
Adding prices in Pipedrive couldn’t be easier: all you need to do is to click on the Insert Deal button on top of the bargains section, and fill in the information required in the pop up dialogue box (related organizations, closure expectancy dates, stages, and scheduled activities). The advanced Task Scheduler makes it easy to plan events and create meetings on your calendar with no chance of double entries. Within this aspect, make certain that you familiarize with the Mail tab, since it is there where all of your mails will be synced, and in where you can forward documents and close certain deals with contacts that aren’t shown on your Pipedrive list. The bulk editing feature was redesigned to alter several fields at ones, and provides you the liberty to select symbols and colors you anticipate contacts to understand.
Top Notch Numbers and Reporting
One of the very helpful Tabs in this system is Statistics, which can also be related to the dashboard and introduced to other coworkers for better comprehension of critical metrics. There, you can follow the performance of individual agents, the value of each individual deal, or the history of every guide. Recent improvements made from the system enable critical comparisons, such as the one between lost and closed prices. As for reporting, note that Pipedrive has the capacity to store all conversations and relevant data in a centralized database, from where you can export it to other systems, or use your own app to extract detailed summaries. You might even offer the Live Dashboard a look, and follow the status of your Wins, Loses, People, Tasks, and Newness, or personalize a unique report that will display all aspects of your performance.
With Pipedrive, you can Customize literally what. It’s possible to add customized fields to alter your sales pipeline stages according to your business needs. You could even turn on and off entire modules with just one click. When communicating with your customers, you’ll have access to a variety of modern editing filters to personalize messages, or share/publish documents you believe would be applicable for your colleagues. Group discussions will also be available.
Full mobile optimization
Pipedrive allows you to Take your sales pipeline with you anywhere you go due to its mobile programs. If you are a tablet user, you can use the app’s mobile web version together with your favourite browser from anywhere on earth. You might even take notes during a meeting or telephone using this program. All data can be backed up instantly into a separate server.
Efficient Sales direction
Pipedrive acts as your Private sales manager that will help you pick the right actions and deals to focus on. That is the reason the instrument is a real boon for business owners and sales managers, and a useful and beneficial application for sales people. The app may give you a clear summary of your sales pipeline and powerful sales methodology is built into the computer software. It’s possible to become a better closer with the app’s Timeline View which helps to pick the proper deals and activities to focus on. Pipedrive is also an extremely protected app that is trusted by thousands of customers around the globe. It gives solid hosting infrastructure in addition to nightly backups in numerous places.
Pipedrive CRM lets you easily transfer contacts from 1 step In the pipeline to the other by simply dragging and dropping. Because of this, LM is easy: After contact is made with every guide, you can just use the Pipedrive CRM UI to drag it into the”Contact Made” column (or into some column you’ve defined for your company ). You can even change its standing from the deal page for this individual using a visual timeline at the top of the page. Pipedrive Outlook Sync Review
Although Pipedrive CRM does not offer the sophisticated Data collection features of Insightly, it does offer contact and pipeline info collection with Web Forms, an easier way to get web-based leads in the CRM. These customizable forms can be created by an Admin user at the Preferences menu under Internet Forms. After that you can place the code onto your site or into a newsletter. You may add some of the customized text, both single and multiple-option fields that you have already established in Pipedrive CRM into the form.
If you want to separate your lead direction from, say, Your own post-sales support, then you’re able to create more than 1 pipeline by 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” at the bottom of the display. 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 start a new deal, the individual connected with this particular deal becomes a new contact. That is fine for smaller companies that consider every new result in being instantly qualified as a potential customer. Additionally, if you want to set leads apart from contacts, then you are able to add a field called”Leads” into the contact form. However, small companies that prefer to manage their prospects individually might be better off with something more concentrated, 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 comprehend. The plan is straightforward and the minimalist layout is refreshing. In comparison to Bitrix24 CRM$99.00 at Bitrix24 and Insightly CRM and their boundless customization options, Pipedrive CRM feels startlingly clean. As the title would suggest, Pipedrive CRM’s main job is to provide a visual pipeline for bargains. When you first log in, Pipedrive CRM starts you off using a standard sales pipeline. Many companies will have the ability to immediately begin entering their thoughts and present deals in the pipeline since it is. But, if you need to customize the pipeline or produce a brand-new one, then you can readily do this in Settings. Your pipeline could be customized to make your life simpler. Making the ideal tweaks in your preferences will let you move deals along the pipeline with no more than a click and drag.
When You get your settings just right, developing a deal in Pipedrive CRM is as straightforward as clicking the Add Deal button at the peak of the Prices page. A dialogue box pops up that asks you who the contact is (it also lets you make a new contact, if necessary), which organization is associated with the arrangement, and the current pipeline stage and expected close date. As soon as you’ve entered all your details, your brand new bargain shows up in the pipeline and you will immediately see where it stays in comparison to your other present deals. 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 the icon which appears next to each deal in your pipeline. At a glance, you can tell if you have any activities scheduled which are associated with this deal, if you are behind in your scheduled actions, or in the event that you still must follow up. A new Activity Scheduler feature makes this much easier by incorporating existing appointments to your calendar to avoid double bookings. Pipedrive Outlook Sync Review
The Mail tab also helps you keep track of important emails if you’re using email forwarding. Pipedrive CRM recently included full email sync, so there’s no more a need to sit and forth between Pipedrive CRM and your email inbox. All emails related to a particular deal or contact are now viewable within Pipedrive CRM contact entrances. This means that you may send email from Pipedrive CRM which will also appear on 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 using their related deals also, and immediately discern their monetary value, Pipedrive CRM point, and following scheduled activity. From here you can schedule a new activity, or you can click the activities tab to view all scheduled tasks, filter them by kind, and quickly see which are overdue and which are forthcoming. Pipedrive CRM utilizes easy-to-understand logos and colors to allow users to quickly understand the information being presented.
Since Our last review, Pipedrive has included a library of email templates and a tool with which users may construct their own. The company has also increased email signatures, which previously only allowed plain text, and now can include pictures, links, rich text, and other design components.
Filters Have also improved on the entire world, together with Pipedrive CRM incorporating new list views to make and export entirely customizable lists using a redesigned majority editing attribute to change a number of fields at the same time. There is also a brand new Pen icon beside each cell in the list to edit respective fields. Plus you’ll discover mass export choices such as”Export to Mailchimp” at the top right-hand corner of the dashboard. Additional new filters consist of public filters which you can share with coworkers, and private filters to manually configure your dashboard view. Filter views can be changed by clicking”Edit Filter” and picking”personal” or”shared” under the Visibility setting.
The Statistics tab also offers a link to the live dashboard. Here, you can observe the value of all your new deals, which worker gets the newest bargains, a list of activities, and lost and won prices. You can filter this information from pipeline, project, and timeframe. Pipedrive CRM’s customization ability has also improved lately, with the inclusion of custom columns each filter. Users are now able to specify another set of columns for each deal filter with the extra choice 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 in Mailchimp, and Zapier, simply to mention a few. Pipedrive provides you a forwarding address so that you can store your important emails and share them with the group. To cover all facets of your business, you will most likely have to make use of some of these integrations. For the cost per user, I would have liked to have seen more native performance, as you get with Apptivo CRM. And, of course, nothing beats the sheer size of the Salesforce marketplace.
You can get your bargains on the move using Pipedrive CRM’s Apps for Android and iPhone. Like the web version, the mobile programs are simple and easy to navigate. You can quickly view your deals, activities, and contacts, or use the lookup function to dig out important data. Pipedrive CRM has rolled out a number of features lately to improve mobile app productivity as well. These features include call monitoring capabilities to log calls, and take notes, and link both to bargains, and program follow-up activities. The programs also now include activity push notifications and a brand new Day View in cellular calendars which consolidate existing appointments in a mobile-optimized view for enhanced sales productivity on-the-go. Pipedrive Outlook Sync Review
In terms of reporting, the Live Dashboard offers you a Have a look at the standing of bargains by Newness, Individual, Activities, Wins, and Losses. Under the Statistics tab, you’ll also find reports covering a specific user or the entire company. Like the rest of Pipedrive CRM’s UI, reports are simple to comprehend and visually attractive.
If you need to customize your dashboard, then you will want To consider Zoho CRM rather than This can be so even though Pipedrive CRM has substantially revamped its reporting capabilities of late, adding several new deal perspectives that incorporate”Deals Won” and”Deals Lost” graphs, completed action graphs, and deeper pipeline conversion evaluation. In the dashboard, you can now access a product-specific view that appears at how many deals were launched, won, and lost based on merchandise, worth, and reductions related to the goods and the most-active sales team members. The rest of the new perspectives are somewhat more deal-centric, allowing users see who began a deal, where it currently sits in the pipeline, or the condition of all deals which started within a specific date range.
If you need help getting your Pipedrive CRM easily Running, then you have many service options. Aside from multiple in-depth demonstration videos, you can even look for the knowledge base, telephone support toll-free from the united states, UK, or Canada, or check out the FAQs. You can even reach the company via social websites; they are responsive to tweets within 12 hours. Pipedrive CRM’s service staff can be reached quickly and in numerous ways, but the software is so easy to follow you might not desire it. It’s hard to convey exactly how simple it’s to install and get started with this software.
Beautiful and Easy to Use
Pipedrive CRM is both reasonably priced and one of the Easiest CRM services there is to set up and understand. You’ll be able to get it up and running fast, and the very simple UI will let you spend time working with the applications and more time working on the following sale. If you’re looking for a CRM service which will centralize all parts of your enterprise, however, then you may 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 searching for deeper CRM database capabilities, then the Editors’ Choices will serve you better. But Pipedrive CRM’s main perspective and next-step sales action pipeline is aimed toward teams actively managing earnings, and in that respect Pipedrive excels.
Overview of Pipedrive Characteristics
Great Revenue Pipeline View
Goal Setting & Reporting
Contact History Pipedrive Outlook Sync Review
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 three SMB and business pricing programs. All payment plans offer a free 14 days trial, and supply you the possibility to use the app free for 2 month is you decide to pay on yearly basis.
The following paid plans Are available:
Silver — $12 per user/month (billed yearly ), $15 per user for monthly fee
Smart email BCC
2GB storage per user
Total sales management features
Chat and email service
Native integrations, API accessibility
Gold — $24 per user/month (billed Annually), $29 per user for yearly 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 tracking
Smart Contact Data
Platinum — $49.17 each user/month (billed annually), $59 per user to get monthly charge
Two-way full email Sync
100GB storage per User
Full sales Management features
Chat and email Service