Enterprise

Pipedrive Review 2023: Features, Pros & Cons, And Alternatives

Pipedrive

The Pipedrive CRM is one of the best customer relationship management and lead management software available for small businesses. When it comes to general features and ease of usage, the customer reviews on Pipedrive seem to be among the best. So, after looking at customer reviews and checking out the software system by ourselves, we have decided to review Pipedrive.

In this article, you will learn in general about Pipedrive, which is one of the best CRMs for small businesses. Furthermore, we will also discuss the pricing plans of Pipedrive, along with the features that it brings to the table. Next up, you will also find out whether this CRM software is a good option for your business or not. Finally, we have discussed some of the major pros and cons of Pipedrive. Hence, to learn more about this CRM software, read through to the end of the article.

Pipedrive CRM – A General Review Of The Software

Pipedrive CRM – A General Review Of The Software

Once you do a Pipedrive Login, you will feel that the CRM is simple and easy to use. There is no need for a learning curve before you start using the app.

According to PCMag.com,

“Pipedrive’s straightforward user interface (UI) is simple to pick up quickly, which is worth a lot compared to the time and expense some tools require for training and onboarding. Smaller SMBs and entrepreneurs charged with CRM tasks will welcome its ease of use.”

The primary function of the CRM is to make the sales pipeline more visual. However, you will need to customize the software beforehand based on the needs and demands of your business. The customization options are many, as you will be able to customize the API as well.

What Are The Pricing Plans Of Pipedrive?

What Are The Pricing Plans Of Pipedrive

As per the views in an article on Forbes.com,

Standout features that Pipedrive offers include an intuitive layout designed for productivity, optional field completion so you can expedite new leads. The platform is fully customizable, so you can adapt it to your team’s unique processes. There is a 14-day free trial available for those who want to test it out, and no credit card is required.”

The following are the plans available on Pipedrive that you need to check out:

PlansPrice
Essential$9.90 per user per month (annual billing)
Advanced$19.90 per user per month (annual billing)
Professional$39.90 per user per month (annual billing)
Power$49.90 per user per month (annual billing)
Enterprise$59.90 per user per month (annual billing)

What Are The Major Features Of Pipedrive?

What Are The Major Features Of Pipedrive

One of the major aspects of Pipedrive is that, along with CRM tools, it comes with lead management options as well. The following are the major features that Pipedrive CRM offers you:

  • The minimalistic interface helps you with ease of usage.
  • There are plenty of customization options that allow you to use the platform based on your needs.
  • You can also customize the chatbots, which you can place on the website, to capture new leads automatically.
  • The number of automation features helps in ensuring no leads fall through the cracks.
  • The software easily integrates with third-party software applications, as you can enhance your productivity.

Why Pipedrive Is A Good Software Option For Your Business?

Why Pipedrive Is A Good Software Option For Your Business

As the name suggests, the focus of the software is the streamline the process of the sales pipeline. According to Forbers.com,

Pipedrive is a cloud-based customer relationship management (CRM) tool designed by and for sales teams. The focus of this CRM is, as the name suggests, sales pipelines. Although there’s no free plan available, Pipedrive is affordable and easy to use, which is why it’s a solid choice for small businesses.”

The CRM guides your sales teams through the sales process. In addition to that, there are many options for you to record key contacts and offer feedback to teams as well. The CRM acts as a centralized platform for various sales and lead management processes.

There are many integration options available on Pipedrive as well. You can not only connect with the other software tools of Pipedrive but can also connect with other third-party software systems as well. This can help you to make the most of your productivity.

Furthermore, if you get problems with the software, the Pipedrive Support is also great, which can help you deal with complicacies on the software better.

The Major Pros And Cons Of Pipedrive

Pros And Cons Of Pipedrive

The following are some of the essential pros and cons of Pipedrive that you need to know before you make a purchase:

Pros Of Pipedrive

Here are the major pros of Pipedrive, which are sure to help your business:

  • The paid plans are quite affordable, and they start at only $9.90 per month.
  • The sales pipeline on lead management is unlimited. Furthermore, there are many customization options as well.
  • The sales assistant is powered by AI and machine learning. This one is available on all plans.
  • To customize the software based on your business needs, you will have access to API as well.
  • Most of the plans come with workflow automation. This helps you automate mundane jobs.
  • Synchronization of calls and emails.
  • For plans in the higher tier, contact info has the autofill feature as well.
  • Most of the plans have built-in telephony features.
  • The interface is extremely intuitive, and the workflow is based on the data.
  • Comes with a mobile app for remote access.

Cons Of Pipedrive

The following are the cons that we have found with Pipedrive, and you need to be aware of them, too, before you buy a subscription:

  • There are no free plans associated with Pipedrive.
  • You cannot separate your contacts and new leads, which is important for lead management.
  • The custom fields and reports on the software are limited in number on the lower-tier plans.
  • You will get phone support only on the highest tier.

Summing Up

Hope this article was helpful for you in getting a better idea of the Pipedrive CRM software. If you are looking for software with a simple interface, high customization features, and enhanced automation functions, then Pipedrive is the best option for you. What are your reviews of the software system? Share your reviews of the same in the comments section below.

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Soumava Goswami

Inspired by The Social Network, Soumava loves to find ways to make small businesses successful – he spends most of his time analyzing case studies of successful small businesses. With 5+ years of experience in flourishing with a small MarTech company, he knows countless tricks that work in favor of small businesses. His keen interest in finance is what fuels his passion for giving the best advice for small business operations. He loves to invest his time familiarizing himself with the latest business trends and brainstorming ways to apply them. From handling customer feedback to making the right business decisions, you’ll find all the answers with him!

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zoho crm

Zoho CRM – Best Features, Pricing, Pros, Cons, And Alternatives

Zoho CRM is a customer relationship management and lead management software that is popular among small businesses that are in their phase of growth. As clients and customer starts growing for a company, the Zoho CRM provides the extra features and quantity that the company needs. The free plan of Zoho also comes with numerous useful features. In this article, you will mainly learn about one of the popular CRM software systems, the Zoho CRM. Furthermore, we will discuss the plans available if you want to purchase the software. Furthermore, you will learn what are the major features that Zoho CRM has that your business can benefit from. Finally, we will discuss why this software system is a great option for your business, along with a few pros and cons regarding the same. Hence, to learn more about Zoho CRM, read on through to the end of the article. Zoho CRM – A General Overview Of The Platform   A review article on Forbes.com puts it rightly – “Zoho CRM makes it easy for newcomers to get started with a CRM, especially if they’re not familiar with the software. The free plan includes just enough of the basic features to be helpful for an individual or an ultrasmall company. And the interface is intuitive and clean, which makes it even easier to learn to use.” This is one of the major factors that the Zoho CRM API is very popular among small businesses. Furthermore, the software system comes with a lot of features that are not only helpful for small businesses only, but for growing businesses as well. Zoho CRM Pricing   In the following table, you will get the entire pricing and plans of the Zoho CRM: PlansMonthly PricingAnnual PricingZoho CRM FreeFreeFreeZoho CRM Standard$20 per user per month (annual billing)$14 per user per month (annual billing)Zoho CRM Professional$35 per user per month (annual billing)$23 per user per month (annual billing)Zoho CRM Enterprise$50 per user per month (annual billing)$40 per user per month (annual billing)Zoho CRM Ultimate$65 per user per month (annual billing)$52 per user per month (annual billing)Zoho CRM Plus$65 per user per month (annual billing)$52 per user per month (annual billing)Zoho One$105 per user per month (annual billing)$90 per user per month (annual billing) What Are The Major Zoho CRM Features?   Once you do a Zoho CRM login, you will find the Zoho interface being very user-friendly. Once in the software, you will also come across a variety of customization features. 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According to the official website of Zoho CRM, “Zoho CRM Plus unifies your sales, marketing, customer service, and every other customer-facing team on one platform so you can deliver exceptional customer experiences to every customer. Unify business data, customer engagements, ROI, and more—all while keeping your customer at the center of everything you do.” With this CRM, you will be able to provide your customers with the needed convenience of omnichannel engagement. With Zoho, you can engage with your customers at every level of the customer lifecycle. You can always have full access and full information about your customers through different channels, as you will get real-time notifications on the software system. Zoho CRM – The Major Pros And Cons   The following are some of the essential pros and cons that you must be aware of before you make a purchase of Zoho CRM: Pros Of Zoho CRM   Here are the major pros of Zoho CRM: Zoho CRM comes with a free plan but with limited features. 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Apptivo CRM Review: The Most Versatile All-In-One CRM Tool

Apptivo is cloud-based software consisting of a series of apps designed to help businesses thrive, including a customer relationship management (CRM) platform. This is a solid choice for small- to medium-sized organizations wanting to expand because to its user-friendly design and scalable capabilities. It also has enough complex features to entice bigger corporations. In this Apptivo review, I will assess how this CRM stacks up against some of the top CRM solutions available. Apptivo CRM Key Features   Some of the main Apptivo features are: 1. Contact Management   CRM is also known by the name "contact management." With the help of Apptivo, you can maintain your contacts and add new ones by capturing leads from emails or website forms. A customer-facing app may be customized in a number of ways to arrange your contact list based on your chosen information. 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Project Management   Individual task management kicks off a project, which may then be aggregated and categorized by the project or task assignee. You receive task-specific timesheet tracking, which also helps with invoice conversions. While most projects are shown as Gantt charts, certain project templates additionally include rapid automation actions that may be customized. The tools for project billing and reporting are the last two. 5. Lead management   Before they are opportunities, leads are contacts. This indicates that these leads have not yet fully started the sales process. A smart workflow planner will ensure that you communicate with leads at the appropriate times. Lead scoring by Apptivo provides information on the likelihood that a lead will become a transaction and enter the sales funnel. You may even create as many personalized fields as you like to keep organized. 6. 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However, it costs more than Apptivo and has fewer project management options than both Insightly and Apptivo. The beginning plan of Zoho distinguishes it from Apptivo. While Zoho includes deal management, reporting, workflow management, and more, Apptivo's free solution is restricted to lead and contact management. Final Verdict: Should Your Business Use Apptivo CRM?   Ultimately, Apptivo is a formidable competitor in the SMB and enterprise CRM markets. Bulk emailing, workflow automation, numerous sales funnels, and customized dashboards are just a few of the powerful features it offers for a wide range of affordable prices when compared to its rivals. While starting out may be difficult owing to the variety of customization choices, it also delivers an excellent user experience through an easy and flexible interface. 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Freshworks

Freshworks – Best Features, Pricing, Pros, And Cons: Let’s Discuss

Freshworks offers you a CRM that helps to streamline your sales and customer service management. The best part is that you will not need to break the bank to do so. The CRM system comes with a variety of useful features as well as other software systems from the brand, which can be integrated easily with the system. Furthermore, it is one of the such CRM options that come with a variety of customization options as well. In this article, you will learn about the major products of Freshworks, along with a brief overview of Freshworks’ services. Then we will provide you with the pricing of the Freshworks CRM. Next, we will discuss the major features of the CRM system from which you can benefit. Finally, you will learn why the Freshworks CRM is a great option for your business, followed by some pros and cons of the software system. Hence, to learn more about this software system, read on through to the end of the article. Freshworks Products – A Brief Overview   Freshworks is a brand that comes with three different categories of products – Customer Service Products, IT Service Products, and CRM Products. The major CRM software from Freshworks is Freshsales. According to Forbes.com, “Freshsales is an all-in-one solution providing unified sales, marketing, chat and telephone capabilities. The Freshsales CRM works on a browser or mobile app, making it easy to reference or add to your contacts wherever you are. It’s also a fully customizable app, so you can change your dashboards to suit how you view your contacts or data.” Customer Service Products include Freshchat, Freshdesk Support Desk, Freshdesk Omnichannel, Freshdesk Contact Center, and Freshdesk Customer Success. IT Services Products include Freshservice for IT and service management, and Freshservice for Business Teams, for better-streamlining business processes. CRM Services include Freshsales and Freshsales Suite for the management of sales services and Freshmarketer for marketing and lead management. All the customer services products and the IT services products are included with the CRM services. Freshworks – What Is The Pricing?   One of the best things about the Freshworks CRM (Freshsales) is that there are three different plans based on the type of user that needs to work on the CRM. Here are the plans and their respective pricing: PlansPricingFree PlanNo payment (for up to three users only)Growth$15 per user per month (annual billing)Pro$39 per user per month (annual billing) Furthermore, there is an 'Enterprise' plan that is designed for larger businesses, having complex sales processes and lead management needs. This plan is for businesses that deal with higher volumes of sales. The features, customization options, control, and governance are many. There are other controls as well, which are extremely helpful for businesses. Moreover, you can also include many add-ons with Enterprise as well. Freshworks CRM – What Are The Major Features Of Freshsales?   According to the official website, “Freshsales leverages customer data in ways that help you personalize engagement, shorten the sales cycle, and focus on the leads most likely to sign on the dotted line. All automated, and powered by brilliant AI-driven insights.” Once you do Freshworks login into Freshsales, you will be greeted with an extremely useful and customizable dashboard. However, one of the best features about it is the fact that it is easy to use and simple at the same time. Here are the major features of Freshsales that you need to know about: There are an ample number of customization features that helps the Freshsales CRM fit your business in the right manner. The automation system can help in enhancing the productivity of the organization. With its multichannel communication systems, Freshsales can help better manage your customer relationships. With various sections that give you the view of customers, you can bring all the internal teams of your business along a single and shared view of the data associated with customers. With automated workflows, end-to-end personalization, behavioral segmentation, and more, you will be able to automate your marketing processes. The introduction of AI also makes things easier for you by providing you with helpful reports and insights. Why Can Freshworks Be A Great Addition To Your Business?   Being one of the best lead management software options, Freshsales is a great option for growing your business. Forbes.com, in its review of Freshsales, rightly puts it, "Freshsales is an easy-to-use CRM tool that’s priced low enough for small startups that need to budget wisely. The free plan is a great entry-level tool and as your business grows, you can upgrade to one of the paid plans for more usability.” Apart from that, if you want to do more collaboration, you can also integrate Freshsales with all the other software systems present in Freshworks. What Are The Pros And Cons Of Freshworks CRM Freshsales?   The following are some of the most essential pros and cons about Freshsales that you need to know before you make a purchase: Pros Of Freshsales   Here are the major pros of Freshsales: There is a free plan which you can use perpetually. The paid plans of Freshsales are affordable as well. You will get to use the chat, email, and phone features on all the plans. All the paid plans contain an AI-powered lead-scoring feature. There are many automation options available with Freshsales as well. There are customization options in the dashboards and reports as well. Cons Of Freshsales   The following are the Freshsales cons that you must consider before you make a purchase: Customer support is lacking and needs to be upgraded. In some cases, Freshsales customer support only works on weekdays. The free plan does not contain any reports. Final Thoughts   Hope this article was helpful for you in getting a better idea of Freshsales CRM, which is one of the major software systems produced by Freshworks. The best thing about this software system is the fact that many features are available for free. However, if you are looking for advanced features, you must consider subscribing to the paid plans. What do you think about Freshsales? Share your reviews about the software in the comments section below. Read More: Malpractice Vs Negligence – Let’s Find Out The Difference Is Startup Business Insurance Necessary For  New Businesses? What Is Commercial Insurance? And Its Different Types – Let’s Discuss

crm software monday

CRM software Monday: Features, Price, Pros & Cons of Monday Sales CRM

If your company is looking for the best lead generation tool, then you can try the CRM software Monday.  The robust features for lead generation from different sources, nurturing them, and the highly customizable CRM tools by Monday are favored by different industry specialists. The dashboard has a perfect mix of different tools and columns users can utilize to categorize and manage leads under leads, qualified leads, and disqualified leads. The automation tech offered by Monday CRM also saves time. If you have a small business and you are thinking of using CRM software for better lead generation, nurturing, and conversion, then this is the tool you must use. But, before you use the CRM software Monday, here is a simple review you must go through. About CRM Software Monday It is time to say goodbye to the multiple makeshift tools you have been using for project management, lead management, and the like. Instead, say welcome to the Monday CRM software, a robust lead management tool that helps your sales team skyrocket and hit the bullseye on each of their sales goals. There is a core work management platform integrated into the software. Now, you can simply run and scale your sales team’s operations more smoothly. You do not need the help of any developer to customize the CRM software Monday. You can edit different deal stages, add the number of columns you need, and manage multiple sales pipelines at once. Monday CRM users can also communicate with their customers effectively. They also offer options to customize and personalize your emails for different clients. Read More: Dhani Loans & Services Limited – Background And Services Benefits Of Using CRM Software Monday Tailor your product and service promotion efficiently with the different lead tracking and managing tools of the Monday CRM. Here are some of the features of the CRM software Monday. These features will be beneficial for your sales team. Workforms For Better Lead Management The work forms of the CRM software Monday are one of the best features. This allows you to collect, organize and maintain your leads in one place. You can add information related to the lead scores, embed and prepare web forms, and get new customers. CRM Software Monday offers users a new business card-style overview of their deals and leads.  This includes contact information, owners, stage, value, and more data to help understand what should be the next step. Craft Your Columns Create columns that you need for your sales and lead management process. The tool offers a full host of customizable columns and crafts for your dream project. You can designate owners for different columns, calculate different deals, and set your custom priorities for different leads and statuses. Dashboards The CRM software Monday allows users to create new and different dashboards to create a visualized overview of the team’s efforts on different projects.  Yes, you can build a real-time dashboard with no prior coding experience. This should allow you to track the team’s performance and revenue growth at the same place. Use Automation Use sales automation to cut down on repetitive sales processes and save valuable time. With the help of automation, you can assign leads to your different team members and also set reminders, and more. Integrations What we love about the CRM software Monday is that it supports a whole bunch of integrations. You can integrate lots of tools and applications you already use for different social media platforms like Facebook and Twitter. You can also get other essential tools like Gmail, Hubspot, and more integrated into the Monday CRM tool. CRM Software Monday: Pros And Cons Here are some of the pros and cons of the Monday CRM software. Pros   The Monday CRM is built for team efforts. You can use it with other team members, and the platform is suited for multiple users. All the users can have editing access to a list. Remote teams will have a good time working with the Monday CRM thanks to the messaging features integrated here for the team members to communicate. Users have a great tracking feature for different necessary metrics. The visual boards incorporated in the platform come with different color codes and elements, allowing users to grasp some information with a quick glance. The tool offers a great communication tool helping easily invite the guests and view the boards and the timelines. This goes for both internal and partners from outside the business. While doing so, the software also prevents any possible breach that could potentially leak valuable information. Cons The app does not have enough third-party integration, according to some of the users. Some users think there could be more options for third-party integration. Per-user pricing plan may limit the number of people who can use the platform. When adding more users and using the complete collaboration tools and permissions within the platform can cost users more. The time and expenses are difficult to track using the CRM software Monday. Some have difficulty measuring how much time each project takes on Monday. Also, there is no Gantt chart; there is also no additional option to add the Gantt chart. New users might find the dashboard too overwhelming, with too many features and tools unorganized and cluttered. CRM Software Monday Pricing The Monday CRM has four different pricing plans – basic, standard, pro, and enterprise – you can choose from. The basic plan starts with a per-person plan of $10 per month. The total package costs $30 per month and is billed annually. You can also opt for the $14 per month standard that costs $42 per month and is billed annually. The pro plan costs $24 per seat and costs $72 per month (billed annually).  You need to contact their enterprise-level plan, but that will require you to contact their sales team. CRM Software Monday Alternatives Here are some alternativs to Monday CRM software. Small businesses looking for an alternative option can opt for these as well -- Salesforce Sales Cloud Salesforce Sales Cloud CRM is one of the best in class among CRM software. It is a great alternative to Monday CRM software. It includes features like - Reporting - joined reports, filters, and history tracking. Permission - unlimited permissions and user roles. Sandboxes - 100 developer sandboxes Territory Management - Large organizations with multiple sales departments can use Territory management. Sales automation - The sales cloud has sales automation. More so, there are more features like real-time analytics, integrations, and more. The different levels of pricing points include Starter (at $25/user/month), Professional ($75/user/month), Lightning Professional ($80 /user/month) HubSpot Sales Hub Hubspot is one of the industry leaders when it comes to inbound marketing. It includes all the features you would need in CRM software. Generate leads Track sales & leads Build customer relationships Automate marketing tasks Attract visitors This is one of the best Monday CRM alternatives and one of the best software for operations, content management, marketing, sales, and customer services. However, Hubspot might be a little tough on the budget for small businesses. The Starter pack costs $45 per month, while the Professional package costs $1600 per month. The Enterprise package takes it a bit further and costs $4999.99 per month. Zoho CRM Small businesses and enterprises looking for budget-friendly CRM software can opt for Zoho. It is doubtlessly one of the best alternatives when it comes to pricing. Besides, Zoho fulfills different CRM-related needs of a business seamlessly. Some of their features include - Sales forecasting Sales analytics Email tracking & automation Mass emailing & tracking Custom CRM integrations Custom CRM automation Zoho is popular around the world. What’s more, they have a free edition allowing small firms to use it with up to three users. Additionally, the Standard edition starts from a $14/user/month price point. The Professional edition costs $23/user/month. The Enterprise edition costs $480 per year. ClickUp Another great alternative to Monday CRM is ClicUp. This CRM software comes with a clear idea of collaboration. ClickUp is one of the common productivity platforms that allow teams to collaborate on projects that require multiple teams to crossover. It offers a free plan with limited levels of features. But the contact management on this CRM is unquestionably good. The paid version with unlimited features starts at $5/month/member. The Business package costs $19/month/user annually. Pipedrive Another good alternative to Monday CRM is Pipedrive. It is one of the best CRM solutions with a plethora of features like – Contact & account management Task & activity management Opportunity & pipeline management Product & price list management Quote & order management Territory & quota management Lead capture The average pricing for this CRM software is $14.90/user per month. Read More: StashFin Personal Loan Review – Interest Rates, Loan Amount, Eligibility, And More Bottom Line Sales teams that are trying to streamline their sales processes and reach their goals can use the CRM software Monday. However, you must take the pros, cons, use cases, and pricing plans into account before making your buying decisions. I hope that this article was helpful. However, if you want us to answer any of your queries related to this topic, please reach out through the comment section. 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