All Pipedrive Reviews
1-25 of 2,833 Reviews
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Tanya
Mental Health Care, 11 - 50 employees
Used unspecified
OVERALL RATING:
4
Reviewed December 2021
Pipedrive User Review
Peter
Verified reviewer
Information Technology and Services, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
4
Reviewed January 2020
Pipedrive - selected ahead of HubSport
Very happy so far with PipeDrive - agonised initially about using it because of weaker marketing automation features and 1000 email limit on emails, but still its quick and easy to use and less 'how do you do that' than any of the other five or so CRM's we experimented with. Strongly recommend.
PROSWell integrated CRM that works. Clear, easy-to-navigate from company to lead to deal. Does not try to pretend to be a jack-of-all-trades. An excellent integrations universe provides options for superior specialist apps to provide improved functionality in that area of speciality. Looking at you Ontraport. Pricing is reasonable:- we are paying £150 for three users. Not cheap - its on the edge of our own affordability, but not as expensive as the frankly ridiculous HubSpot pricing. Nice free trial process and easy to start without nonsense of having to be sold to be some US-based rep for which I just do not have the time. Keap lost out to us here...
CONSMaximum of 1 000 names on an email. Even as a small SaaS business we will be hitting this limit with six months. The work around is relatively simple: we have used MailChimp, for which there is a great integration in PipeDrive. Using MailChimp means we do not need PipeDrive Professional (and MailChimp is cheaper than the extra cost of Professional over Advanced) but I would rather pay a bit more for an integrated solution. Design is perhaps not as slick as HubSpot, but the ease of adding additional fields to contacts, jumping between companies and contacts is better. Weak/no LinkedIn integration. Surely this must be the most important tool for B2B lead gen? Really should be more tightly integrated (e.g. add a lead directly from LinkedIn)
Reason for choosing Pipedrive
Hubspot - price.. oooh that price. Ontraport - too much other stuff we will not use (what has a second rate ecommerce to do with a CRM...) SalesForce - old Keap - purchase process too complex Zoho - Jack of all trades master of none Freshsales - Jack of all trades master of none
Reasons for switching to Pipedrive
HubSpot is just too expensive. As a startup with just three sales people we just cannot justify close on £1000 a month for CRM and email functionality. I think HubSpot have drank the 'charge more' KoolAid and believe once you are trapped you will not escape. Pipedrive with suitable companion apps provide equivalent (or even superior) functionality to HubSpot at 20% of the price.
Stely
Verified reviewer
Retail, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2023
Very Useful Sales Tracking Software
In its capacity as a customer relationship management (CRM) system for our sales staff, it has proven to be rather effective. Although rather elementary, the lead assignment workflow automation is quite accessible and user-friendly.
PROSSimple to navigate and modify to fit your needs. The majority of the description of features and abilities is written in straightforward English. Resources for understanding one's talents are readily available and simple to use. A thriving ecosystem for third-party app integration, allowing us to seamlessly bridge gaps between essential business tools (email, Teams, Zoom, etc.).
CONSIn all honesty, I can't think of much that I dislike about Pipedrive. Its interface may benefit from some modernization as it now appears somewhat dull and uninspiring. There is no more information.
Reasons for switching to Pipedrive
PipeDrive is helping our company spot income leaks and find ways to re-engage with existing clients and prospects. We've been able to get everyone on the Sales Team on the same page and working together toward a same objective thanks to this.
Vendor Response
Stely, We truly appreciate the insights! Keep an eye on our Pipedrive Community to follow the news.
Replied September 2023
Nathan
Financial Services, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
4
Reviewed June 2024
It's good, but it needs work
Neutral, there's some really good functionality and additional extensions you can bolt on. They're also not as pushy as Hubspot. But not having a phone number to call when the system goes down is bad.
PROSReporting functionality seems better than HubSpot.
CONSSupport when they're having server issues, which is all too often.
Vendor Response
Nathan, thank you very much for your feedback! We will make sure to forward it to our dedicated teams.
Replied June 2024
Arjun
Verified reviewer
Information Technology and Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
2
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
4
Reviewed January 2022
Important features like the app, user creation and SSO don't work well, don't bother with Pipedrive
Mixed. The product has been designed well with a lot of attention to detail but massive bugs that are getting in the way of work are not getting the required attention. As a product that is tied to my sales performance this is not an area that we can compromise.
PROSTheir pipeline view is fantastic, no doubt about it and that's what attracted me to the product in the first place. Their web form and chatbot are quite helpful as well.
CONSSupport isn't very helpful. Many times during my association with them I have felt that we are completely helpless and stuck fending for ourselves. They are polite but ineffective. We have been unable to create any new accounts on the system for over 3 weeks and ever after raising multiple tickets there is no update and no solution. Forget about using their mobile app it hasn't worked for over a year.
Reason for choosing Pipedrive
The user experience was fantastic, and it still is but unfortunately we did not evaluate the quality of support at the time.
Reasons for switching to Pipedrive
Zurmo had some nice gamification features but as an open source tool it was clunky and we felt we were ready for a more advanced solution.
Giovanni
Computer Software, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2024
A cost-effective CRM solution for businesses with small sales teams
I like how easy it is to start an operation and gain insights from the deals pipeline. Pipedrive also offers tons of content to introduce and maintain your knowledge about SalesOps and what fits best with your deals workflow. You'll be able to integrate it with almost all the relevant tools for data analysis. Even when it's not native to Pipedrive, you can find the right solution on the marketplace.
CONSI don't like how the dashboards are structured, eventually we started using other tools and in-house solutions. It gets confusing when you start to create one dash after another... if you don't keep track of it and clean any unnecessary dashboard, you'll find yourself lost among all the legacy charts you created before. But, as long as you keep things organized, you have a great tool to work with.
Reasons for switching to Pipedrive
The cost for the basic functions and what we needed at the time.
Vendor Response
Giovanni, thank you very much for sharing your insights and feedback! Let us know if you need any help!
Replied June 2024
Kerry
Furniture, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed September 2023
Very underrated CRM system. Works wonders for our sales operations
Pipedrive has completely transformed our sales and CRM operations. Thanks to it, we've saved hundreds of working hours from having to send routine sales emails or set up campaigns because it's all done automatically. It's automated a lot of the processes that used to take up our time and effort. All in all, it's a wonderful tool for boosting your sales output
PROS1. The custom propert option is a fantastic addition for setting up workarounds for when the standard properties aren't enough.2. The automated workflows are great as well. You can set up automations for everything from logging activity and moving leads down the pipeline, to sending a simple introductory email.
CONSIt's difficult to become a confident user in the beginning. It would be a lot better to have improved onboarding.
Reason for choosing Pipedrive
The other tools are bigger, but Pipedrive seemed like the most robust tool out of them, so we decided to go with it in the end. The price tag was also a major advantage for Pipedrive, especially over Salesforce.
Vendor Response
Thank you very much for your detailed feedback. We truly appreciate it!
Replied March 2024
Luis
Financial Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed March 2024
Pipedrive for a Fintech Company
It is been very positive and intuitive. Fast deployment and easy to manage.
PROSIt is a fast and intuitive setup to start. If you have sales know-how, it is going to be an easy adaptation. The integrations also work well.
CONSI think the user view with too many possible added features makes it a bit confusing. Maybe that should be just for administrative roles.
Reason for choosing Pipedrive
Because of integration possibilities with our existing platform.
Reasons for switching to Pipedrive
I believe Pipedrive is a lot simpler to use compared to Salesforce.
Vendor Response
Thank you for your feedback!
Replied June 2024
Andrew
Verified reviewer
Consumer Services, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
Very visual
Great overall. It's expensive for team, and got a lot of value from it. Super easy to implement.
PROSFor us visual people, this is the best solution. I can see exactly what's going on in my sales channel with this easy to use CRM. It's very easy to see the dashboard and move leads around.
CONSMost other CRM have a great version. This one does not after a brief free trial.
Reasons for switching to Pipedrive
Even thought it was free and people recommended it. I found Hubspot to hard to implement. Perhaps it's not as intuitive as Pipedrive
Vendor Response
Andrew, thank you for sharing your insights!
Replied April 2024
Fernando
Computer Software, 11-50 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2024
Pipedrive has helped me keep track of sales leads and deals in one place, making my work more organized and efficient.
I love the visual pipeline view that helps me easily see where deals are in the sales process. It's user-friendly and customizable.
CONSI wish there were more built-in integrations with other software and the pricing can get expensive as the team grows.
RAJ KUMAR
Verified reviewer
Accounting, 11-50 employees
Used monthly for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed June 2024
Review of Pipeline
It is very handy and easy to use due to good features. The price also better for buying it.
CONSChallenging to grasp initially. Repeated data entry may become tedious.
Vendor Response
Raj, thank you for your feedback!
Replied June 2024
Anonymous
2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed August 2020
Great for a small business with a small team
Our team is satisfied with Pipedrive so far because it is the only tool we could find that does what we need. We would love for more features to be added, but at present it is working for us.
PROSPipedrive is easy to use and usually doesn't require tons of reading to understand how it works. They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest. It's a great tool for someone who wants something that is simple to use and doesn't cost an arm and a leg. The features are great for our small team to keep track of emails, leads and lead stages all from within one dashboard.
CONSThere are a few things that would have made it way more useful for our use case. One of these is the inability for one team member to view the mail tracking features on emails sent my other members. I person A sends an email to client 1, I cannot see the mail tracking feature to see if the client read the email or not. I have to ask each team member individually if their client "saw" their email. Another common issue is syncing. Sometimes, the platform is unable to sync emails from other accounts like Hey and it takes us a lot of time getting them to show up within the system.
Reasons for switching to Pipedrive
Streak didn't have many features that we needed to manage our leads and contacts.
Amanda
Professional Training & Coaching, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
I LOVE Mailigen
I use Mailigen almost everyday to send email broadcast/campaigns and to run reports on the effectiveness of the campaigns. I love how the reporting breaks everything down for you and is very easy to read and understand.
PROSWe have use Mailigen for over 7 years and I absolutely love it! You are able to set up your company profile which then autopopulates as needed. You are able to have multiple senders set up to send emails from different people in your company. The tech and customer support teams are awesome. They respond quickly and are always very helpful.
CONSMailigen can be a little clunky in that when you are scrolling through the senders, it doesn't allow for alphabetical order.
Reason for choosing Pipedrive
Mailigen's support team was quick to respond to our inquiries and was very helpful in the setup of our account.
Reasons for switching to Pipedrive
We needed something more robust and easy to use.
Joseph
Computer Hardware, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2021
Big fan of Pipedrive
I happen to be a Pipedrive user. I am also an independent reseller of the product, as well as an integration consultant (pipedriveexperts dot com). I have helped hundreds of customers integrated dozens of different CRMs. No single solution is perfect but I find that Pipedrive is the right choice for a large majority of our clients. Pipedrive strikes the right balance between features, ease-of-use and cost. I am happy to say that their technical support is (by far!) the best I have seen from any CRM. I recommend Pipedrive to many types of businesses.
PROSPipedrive really is built for salespeople. The reporting functions for management are there, and getting better every quarter, but is the ease-of-use for a salesperson that distinguishes Pipedrive.
CONSAutomations are generally a very strong feature of Pipedrive, but one type of automation is missing (unless you use an external service). That missing capability is date-based triggering of workflows. Pipedrive cannot yet send a birthday greeting or followup message based on a date (past or present). This is an inconvenience for us, and we have to use external tools to solve that problem.
Reason for choosing Pipedrive
Pipedrive strikes the right balance between features, ease-of-use and cost. I am happy to say that their technical support is (by far!) the best I have seen from any CRM. I recommend Pipedrive to many types of businesses.
Benjamin
Venture Capital & Private Equity, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2022
I switched from Hubspot to Pipedrive on a friend's recommendation
With Pipedrive I can easily track and manage my leads on a daily basis.
PROSPipedrive is very intuitive to use. Easy to parameter, no headhache. It features an automated import process to switch from one CRM to the other without losing any data. On top of it, it is really cheap compared to Hubspot and tailor-made for entrepreneurs ! Support is available and very friendly. Go for it.
CONSI do not really like the mobile version because I do not see the point of using it
Reason for choosing Pipedrive
Pipedrive is much cheaper with comparable features and works perfectly for me
Reasons for switching to Pipedrive
I tested the Enterprise version of Hubspot with a discount for start-up, with 90% discount. Once I was hit by the full price version, I quitted within days. Too expensive for a small business like me.
Vendor Response
Hi Benjamin, Thank you for the feedback! It is really important for us to know it! We are glad to know you are happy with Pipedrive. That's our goal! With Pipedrive Mobile App you are able to take actions while offline, make calls and log them directly to Pipedrive, attach photos or files, and more. Regardless, if you ever need any help or have any questions, our Support Team is here 24/7 to help you! Have a lovely week! Kind regards, Pipedrive Team
Replied March 2022
Anonymous
51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed July 2022
Good enough for your sales team
Pipedrive is an excellent software for sales CRM purpose. Very easy to deploy, sales pipeline is customizable and it is actually a good match for SaaS type of companies. We can add next activity, log them and put necessary documentation in the deals. Having subscription and invoice options are really useful to track revenues. The reporting section is useful and there are plenty of metrics. It is possible to create different dashboards with certain metrics. Lead Booster add-ons cane be useful so that you can add chat bot or connect your web forms.
PROSGreat tool to track and manage end-to-end sales activities. I like the illustrations when a deal is closed :) Possibility to integrate with many tools. Simple UI. Good reporting section with customizable dashboards. Forecasting and revenue tracking options - good for SaaS companies.
CONSWhen we had a smaller team, we just wanted to have a tool that we could use to track leads and deals. As we wanted to have more teams like marketing, client success and HR to use CRM, Pipedrive is not that capable. Another issue is that you need to pay extra to use some custom fields in the reporting.
Reasons for switching to Pipedrive
For us, Zoho is designed for production or manufacturing companies not exactly for agile sales teams.
Vanessa
Machinery, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2023
My Experience with Pipedrive
Overall, I have had a positive experience with Pipedrive. The tool has helped me to streamline my sales process and stay organized, which has resulted in increased productivity and sales. The customer support team is also very responsive and helpful.
PROSPipedrive is a fantastic CRM tool that has greatly improved my team's sales process. The interface is user-friendly and intuitive, making it easy for my team to navigate and manage leads and deals. The visual pipeline feature is particularly useful, as it allows us to easily track the progress of deals and make adjustments as needed. Additionally, the mobile app allows me to stay on top of my sales activities even when I'm on the go.
CONSOne downside of Pipedrive is that it can be a bit pricey for small businesses. Also, it could have a better integration with other apps, like google calendar, and some other features like generating quotes, invoices and proposals.
Reasons for switching to Pipedrive
One of the things that sets Pipedrive apart from other CRM tools is its visual pipeline feature. This allows me to easily track the progress of deals and make adjustments as needed, which has been extremely useful for my sales process. Additionally, the mobile app is very well-designed and easy to use, which is a huge plus for busy salespeople like myself. Pipedrive also allows for a better understanding of the sales process thanks to its advanced reporting features, and it also has a good email integration.
Jennifer
Verified reviewer
Hospital & Health Care, 10,000+ employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed July 2023
The Best CRM for Newcomers is Pipedrive
Pipedrive is a solid foundational platform, and if you need more advanced features, a more expensive plan or the marketplace should have what you're looking for. Nonetheless, the user experience (UX) might use some work. As your business grows, you may want to look into different options that give a more seamless user experience and additional integration features.
PROSPipedrive is an easy-to-use platform that can help a small business kick off its sales and support operations. Many useful apps can be added to its functionality through its app store.
CONSThere are a few compatibility issues that make using the system less than ideal. In particular, the OpenPhone phone integration was completely ineffective, and its setup process was quite cumbersome. There is a lack of comprehensive support documentation.
Reasons for switching to Pipedrive
It's simple to modify and arrange, and it keeps tabs on your calls, emails, leads, and closed sales automatically, among other things. A graphic sales funnel and drag-and-drop transaction management are just two of its many features.
Amanda
Verified reviewer
Hospital & Health Care, 10,000+ employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2023
Optimizing sales with Pipedrive
Effortless operation. Simple to initiate use of. Simple and straightforward customer relationship management service for little businesses. It's a good product overall, but it doesn't get nearly enough credit or attention.
PROSIt's the greatest pipeline tool I've used, plus it integrates with a ton of other services, so you can do cool stuff like having it dial leads for you as soon as they're created.
CONSPipedrive does not have any big flaws in my opinion. Pipedrive is a promising CRM platform with strong future prospects. I just feel like Hubspot, which handles a lot of marketing, is the most comparable service, and that not enough people are aware of Pipedrive.
Reasons for switching to Pipedrive
I realized that I needed a customer relationship management system so that my business could better keep track of leads and customers. Pipedrive is so great that I have recommended it to clients on multiple occasions.
Vendor Response
Hey Amanda, We truly appreciate the detailed feedback! Thank you! Reach out to our Support if there is anything we can help with.
Replied September 2023
Anonymous
51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed November 2022
One CRM to rule them all
My fav. CRM
PROSSuper easy to use, well prices. I think the biggest advantage for my team is the reporting module - easy to customise reports.
CONSMaybe it could have more fancy stuff to help generate/manage leads from the marketing perspective. It simply could have more features around lead generation or maybe some AI to help us get more out of our leads (more deals)
Reason for choosing Pipedrive
Less complex, easy to use, price
Reasons for switching to Pipedrive
We needed more complex reporting. The price was lower too
Vendor Response
Hey, Thank you very much for your insights! We will make sure to forward it to our dedicated teams for future improvements. If you need any help, please reach out to our Support Team. They will be happy to help!
Replied March 2023
Steve
Marketing and Advertising, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed October 2021
One of the best
Positive overall. Their customer service team did try to help out when I ran into issues setting everything up. However, the fact I had so many issues setting it up and customizing the platform was a big turn off. And as I mentioned before, I tried 20+ CRM’s so I’m very familiar with how to set one up.
PROSWhen Hubspot stopped working because of technical errors I started trying literally every CRM I could find. Pipedrive was definitely one of my favorites because of its price and features. Customer service was also pretty good and responsive.
CONSUltimately the fact that I couldn’t use my custom email signature was why I didn’t go with Pipedrive. I also didn’t like the overall UI, it seemed a bit outdated to me and it was harder to navigate than other CRM’s I tried.
Reason for choosing Pipedrive
I didn’t. I chose Salesmate. Much better platform, same price (if not cheaper), better laid out, better features, and works all the time. No glitches.
Reasons for switching to Pipedrive
Hubspot started sending all my emails to spam. My emails worked just fine on every other platform except Hubspot. I then switched to Zendesk Sell but they had a watermark on emails sent and were far too expensive.
Kurt
Oil & Energy, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2016
Pipedrive is EXACTLY what our sales/CEO needed.
We used to use endless excel spreadsheets and Dropbox to keep the sales/CEO up to date. This system did not work very well and was not helping our sales team and president/ceo keep up to date on the status of contracts 'in the pipeline'. When I saw an ad on Facebook for Pipedrive, I instantly knew it would be a perfect fit for our organization. It's super easy to use All you need is a browser. No more excel spreadsheets, dropbox accounts, syncing issues etc. The sales team / CEO can add new 'deals' in just a few clicks. When I gave my presentation to Management, they instantly "got it" once I dragged a new deal from the first stage "initial enquiry" to the second state "contact made". When I then updated the deal to indicate that a proposal had been submitted, I dragged the deal over to the "proposal submitted" stage and everyone said "aaaaahhhhhh". Favourite Features: 1. Ease of use. - All you need is a browser and there is a mobile app. 2. Deal stages - You can drag a deal from various stages (use the default or customize with your own sales pipeline) to instantly show what stage your deal is in. You can also have MULTIPLE pipelines. For us, we have a Primary and Secondary Pipeline 3. Creating Activities / Tasks - You can assign tasks such as 'emails, lunches, phone calls, follow ups' etc and have them assigned to users. Those users get automatic email reminders the morning the task is due. 4. Indications for overdue Activities / Tasks - You can instantly see (via a green, grey, yellow or red) Icon next to each deal if you have a task that is due today, or overdue, or no task assigned yet. 5. Reporting - You can instantly see in the 'dashboard' your current sales performances such as deals won (and for how much), the dollar amount of deals in the pipeline for each week, month or quarter etc, deals lost etc. 6. Email functionality - You do not have to manually copy / paste emails into Pipedrive deals. If you use the deal specific bcc address, all information in the email is automatically entered into that deal. 7. File uploads - You can upload your presentations, proposals straight into pipedrive. 8. Customization - Just about everything is customizable. 9. Deal Rotting - Deals are highlighted in red when they are 'rotting' meaning no activity over the past X number of days. 10. Dollar Amounts - Each deal can be given a dollar amount.
PROSEase of use. Deal Rotting Deal dollar amounts Dragging deals from the various stages Multiple Pipelines Outlook Email Integration Mobile App Everything is customizable File uploads Weighted deal dollar amounts Color coded icons for activites that are due, expired, or have not been assigned yet emails for activities that are due that day.
CONSSometimes when you add a deal, you ahve to refresh in order for it to show. Also when you edit a deal and add a note for example, that deal moves to the bottom or top of the list in that various stage. It would be better if that deal stays where it currently is in that stage, even if you update something in that deal.
Scott
Commercial Real Estate, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2020
EASY PEASY!
We haven't found a better system for the price or one that didn't require another 6-month long "consultant" to customize it, only to learn that what we really wanted was not doable. I'm finished searching for and customizing CRM's because Pipedrive has done the job well-enough for us.
PROSWe have tried and bought countless CRM's for our small Commercial Real Estate firm. We've spent over $100,000 reviewing, consultants, setting-up time (dedicated payroll) and purchasing the CRM software. No matter how many times we try to move-on to the latest and greatest CRM software with all the newest features, we keep going back to Pipedrive. The simplicity, clean layout, customization (without a consultant) and price just keeps us coming back to Pipedrive. We can make countless custom form fields, add phone, text, chat, IVR, email. They have a generic version of AI which looks up a contacts Social Media info and business data. There are management controls and reporting. The software could be more robust and add more Multi-Channel marketing features, but we haven't found a better system for the price or one that didn't require another 6-month long "consultant" to customize it, only to learn that what we really wanted was not doable. I'm finished searching for and customizing CRM's because Pipedrive has done the job well-enough for us.
CONSThe software could be more robust and add more Multi-Channel marketing features. We prefer CRM's that have all of the communication features included, such as email, chat, text, call, etc. Recently, Pipedrive added a phone system, but you are required to upgrade to a "Pro" account. We would prefer to just pay for the feature per agent, vs increasing the price for all of our agents for a simple feature like adding a phone, etc.
Reason for choosing Pipedrive
The simplicity, clean layout, customization (without a consultant) and price just keeps us coming back to Pipedrive. We can make countless custom form fields, add phone, text, chat, IVR, email. They have a generic version of AI which looks up a contacts Social Media info and business data. There are management controls and reporting.
Priyanshu
Computer Software, 5,001-10,000 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed February 2023
Pipedrive: Pros and Cons of the Popular CRM Software
Pipedrive is a user-friendly CRM that is great for managing sales pipelines, reporting, and analytics. It has a wide range of integrations but may not have the level of customization or marketing automation that some businesses need. Its customer support is limited, but the product is overall well-regarded by sales teams.
PROSPipedrive's interface is designed to be easy to use and navigate. It's customizable, and you can quickly view and manage deals, contacts, and activities, which makes it simple to use for sales teams of all sizes.It is a sales pipeline-centric CRM, which means that it helps you to organize, visualize, and track your sales activities from start to finish. It's easy to create custom pipelines, set stages, and move deals along them, which is a great way to stay on top of your sales process.It has a range of reporting and analytics tools that give you insights into your sales activities, performance, and outcomes. It can help you to identify bottlenecks, track progress, and make data-driven decisions to improve your sales results.It integrates with a wide range of other tools and platforms, including Google Apps, Slack, Zapier, and more. This makes it easy to connect Pipedrive to your existing tech stack and increase productivity.
CONSPipedrive is primarily a CRM designed for sales teams, which means that it has limited marketing automation functionality. If you're looking for a CRM that can handle all your marketing automation needs, Pipedrive may not be the best choice. While Pipedrive is customizable, it may not have the level of customization that some businesses need. If you need to tailor your CRM to fit specific workflows or processes, you may find Pipedrive to be too restrictive.Customer support is limited in this to email and chat, and there's no phone support available. While they do have a knowledge base and community forum, some users may find this level of support insufficient for their needs.
Virginia
Verified reviewer
Information Technology and Services, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2018
Driving you pipeline to success
Pipedrive’s lead management CRM is intuitive, well-organized/easily customizable, and perfect for any sized company. It’s been extremely beneficial in helping to streamline our sales processes. I would strongly recommend enrolling in Pipedrive’s free trial; this will let you test out any of Pipedrive’s plans for the full thirty to get a better feel for how it works and find the correct plan for your needs. Pros Pipedrive’s Silver plan is very reasonably priced and comes with all the CRM necessities suitable for most small to mid-sized business. Sales… it’s a messy process… but there’s no headache with Pipedrive. You can easily set up customized pipelines for each user as well as view and transfer deals between pipelines. The ability to utilize two separate Pipelines to test against each other has been really beneficial in helping us groom our sales initiatives and outreach tactics. You can also, send emails from directly within the CRM’s platform; saving you time to engage more with potential clients and aids the process for keeping track of follow-up appointments and next step action items (discovery calls, presentations, proposals). Pipedrive supports over 100+ apps and integrations; we’ve integrated Lead Liaison, our lead generation tracking application, with Pipedrive so we don’t have to manually enter new leads, prospects, etc. from one CRM to the next. As an alternative to using the integration(s) you can also import spreadsheets directly into Pipedrive and assign deals and prospects to a specific owner. One of Pipedrive’s best features is the option to import contacts and merge them with those already in your database so you don’t have duplicates. This application is perfect for sales on the go; you can create custom reports to be sent to your email (for notifications on activities, emails, calls, etc.) and access your pipeline through Pipedrive’s mobile app so you can keep up with your clients and sales team(s) at all times.
CONSAlthough the Silver plan does not provide all the enriched features as the Gold, (i.e. 2-way email syncing, call scheduler, email tracking, etc.) we don’t want to switch all of our users over to the Gold plan because only a few of them would benefit from/would need the extra features. I wish there was a way to upgrade some of our users to the Gold plan and keep the others at Silver. We use Pipedrive’s integration with Slack to notify our team when a deal has been identified, won and/or lost. Currently, you have to use a third-party (Zapier) if you would like your notifications to be more specific and I have been unable to get Zapier to work correctly for us. I have already reached out to both sides for help but have not come to a solution (… so beware you may run into problems with integrations – without a lot of helping support from either side).