Pipedrive Reviews

Great for efficiency & simplicity

Comments: I’m really pleased with the improved efficiency we’ve achieved by switching to Pipedrive and I can’t see us moving away anytime soon.

Pros:

It’s incredibly easy to move data from your old CRM and set up your pipelines. Even easier to manage opportunities at every stage. The alerts, activities and send from Pipedrive features are great for keeping organised and the forecasting function is decent too.

Cons:

It is geared around the sales process/kanban view so can be a little limiting when using it as a hybrid marketing & sales CRM. The insights dashboard building area is good but it doesn’t allow you to create bespoke charts/tables for every possible data point (fair enough for the price point).

Alternatives Considered: monday CRM and monday.com

Reasons for Choosing Pipedrive: I inherited Insightly from a previous employee and it was a bit of a mess; we needed to simplify the sales process and get a much clearer view of our pipeline and marketing/contact data. Pipedrive was the obvious choice.

Switched From: Insightly

Reasons for Switching to Pipedrive: Price, simplicity of setup and wide range of easy-to-implement integrations were the main standout benefits of Pipedrive.

Solid Entry for CRM Market

Comments: Pipedrive has been a staple for our Business Development Team as we've expanded rapidly over the last few years. As we've built it out for our team's workflows, we've created a solid systems for maintaining prospect records and increasing efficiency of our team.

Pros:

The ease of use for a user new to a CRM has been great for our growing team. The ability to have people share prospects and notes with each other has helped our team learn from one another as well.

Cons:

Some of the integrations with external software can be a bit clunky. We've run a few zapier integrations and direct api integrations with other tools in our tech stack to build up our experience on the platform.

Solid CRM for teams

Comments: Fairly good, but lacking in ease of use.

Pros:

Pipedrive worked well in terms of collaboration, the team could work together on the sales conversion process.

Cons:

Some functions that were important to us like emailing prospects wasn't very intuitive.

Pipedrive - sales management

Comments: Very happy and impressed with the value of this software. It has been instrument in providing structure to our sales process and sales team

Pros:

Ease of use for me and my team. Keeps us on track and engaged. It has become the software solution to that drives our sale meetings.

Cons:

I am unsure how this software would scale to an enterprise solution (I have a salesforce background)

Ideal and user friendly

Comments: So far it’s ideal for tracking sales and their current status.

Pros:

The layout and design setup. It displays our deals and messages in a smart style.

Cons:

Sometimes the settings messes with the integration of other systems we use.

Nice tool for sales

Pros:

Easy to setup and use. Nice interface for business and prospects management

Cons:

Lots of informations and texts in the interface.

Pros and cons of Pipedrive

Pros:

I like the sales centric features and the customer friendly interface

Cons:

The cost is a bit high compared to other alternatives

Best CRM to optimize Sales processes

Comments: My experience with Pipedrive has been good overall. Our company decided to implement this platform to manage all the information related to clients and business and it has successfully met all our needs.

Pros:

I really love the Pipedrive's UX. It's extremely intuitive and easy to use.

Cons:

The main one in my opinion is that I can't have as much freedom to manipulate data in the dashboard section.

Great tool for tracking your sales

Comments: Overall a positive experience, that helped me get an understanding on where I'm having a problem in the client sales funnel, and why I'm not converting as much as I should

Pros:

The ability to segregate different types of customers into different funnels - and set them up so they fit your personal tracking preferences.

Cons:

Some of the integrations are a little bit harder to pull off

Great Platform & Tool!!!

Comments: My overall experience has been great with this tool! I use it heavily for my business

Pros:

I love how great it is as a CRM Tool for my clients

Cons:

I actually dont have any thing I do like like about this program

Great for a small business with a small team

Comments: 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.

Pros:

Pipedrive 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.

Cons:

There 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.

Alternatives Considered: Insightly, Streak and Zendesk Suite

Reasons for Choosing Pipedrive: Streak didn't have many features that we needed to manage our leads and contacts.

Switched From: Streak

I LOVE Mailigen

Comments: 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.

Pros:

We 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.

Cons:

Mailigen can be a little clunky in that when you are scrolling through the senders, it doesn't allow for alphabetical order.

Alternatives Considered: Constant Contact, iContact and Mailchimp

Reasons for Choosing Pipedrive: We needed something more robust and easy to use.

Switched From: SendBlaster

Reasons for Switching to Pipedrive: Mailigen's support team was quick to respond to our inquiries and was very helpful in the setup of our account.

Big fan of Pipedrive

Comments: 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.

Pros:

Pipedrive 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.

Cons:

Automations 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.

Alternatives Considered: Zoho CRM, Freshsales, Pipeline CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to 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.

Important features like the app, user creation and SSO don't work well, don't bother with Pipedrive

Comments: 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.

Pros:

Their 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.

Cons:

Support 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.

Alternatives Considered: Zoho CRM, Agile CRM and HubSpot CRM

Reasons for Choosing 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.

Switched From: Zurmo

Reasons for Switching to Pipedrive: The user experience was fantastic, and it still is but unfortunately we did not evaluate the quality of support at the time.

Customizable CRM that is easy to deploy and offers endless customization possibilities

Comments: It is great! I've used it in the past, got locked into Hubspot for too long, and once I was out of their contract, I immediately came back to Pipedrive. Every so often, I test other CRM, and while some others may have cool bells and whistles, the features that other CRMs have and Pipedrive lacks tend to be related to shiny object syndrome. Pipedrive is practical, easy to use, and simple to train and onboard new employees. Another great thing about Pipedrive is its active community. Their forum is a great place to gain inspiration for the service and communicate with others for assistance in building unique integrations. Their support is excellent and always available via chat right from your CRM.

Pros:

Most CRMs force you to use it the way they think is best. But not all sales teams are alike. Pipedrive works well for us because we can customize it to work exactly how we need it. Customizing is easy and does not require coding. Pipedrive integrates nicely with services like Zapier and various forms of plugins. This allows us to connect our CRM with all of our software applications.

Cons:

Pipedrive has great email functionality, but it lacks a shared inbox (similar to Help Scout). We have a general sales email that our team manages as a sales team. If you want to use Pipedrive, you are forced to require all salespeople to communicate with their email instead of company-wide accounts. This creates separation within our organization as we can't rely on Pipedrive for email communication.

Good enough for your sales team

Comments: 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.

Pros:

Great 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.

Cons:

When 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.

A Powerful Tool for Organizing and Prioritizing Sales

Comments: All in all, I have found Pipedrive to be an incredibly useful tool for managing and tracking my sales pipeline. The features are comprehensive and the customization options allow you to tailor the platform to your own needs. The cost can be a bit prohibitive, but if you are looking for a powerful sales tool, Pipedrive is definitely worth considering.

Pros:

Pipedrive has been an incredibly helpful tool for helping me to organize and prioritize my sales. It has a really intuitive design that makes it easy to use and the customizable options allow you to tailor the platform to your own specific needs. The analytics and reporting features are also very comprehensive and provide valuable insights into our sales pipeline.

Cons:

One downside to using Pipedrive is that the cost can be quite steep, especially if you want to unlock all the features. Additionally, there are some issues with the user interface that can be confusing at times.

I always End Up Coming Back

Comments: We've decided to now go all in with Pipedrive, we have a sales team starting and we're consolidating into it with some 3rd party apps linking to it such as Aircall, Apollo.io and PandaDoc but we'll be staying this time for sure.

Pros:

I started usig Pipedrive 3-4 years ago, I get shiny object sydrome and end up with another CRM, but always end up going back to Pipedrive. Insane value for money, and the UI and UX is incredible.

Cons:

Uploading lists from CSV can be a bit of a pain at first but once you've done it you're all good just save the template. Someof the new features like email automation have development to be done on them to get to status of something like Lemlist but it's still usable.

The Best CRM for Newcomers is Pipedrive

Comments: 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.

Pros:

Pipedrive 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.

Cons:

There 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.

Optimizing sales with Pipedrive

Comments: 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.

Pros:

It'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.

Cons:

Pipedrive 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.

Pipedrive is EXACTLY what our sales/CEO needed.

Comments: 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.

Pros:

Ease 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.

Cons:

Sometimes 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.

EASY PEASY!

Comments: 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.

Pros:

We 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.

Cons:

The 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.

Excellent CRM for its flexibility, integrations and smart automations.

Comments: Pipedrive makes it simple to record lead discussions, oversee open bargains, and track closed income for the commerce, it's a reasonably direct CRM that works with sales-led organizations. We digitized and overseen all of our client connections through this apparatus, in combination with Zapier, we too dealt with the LinkedIn contact points of interest of the individuals we communicated with, which had been a tremendous time saver. We are presently able to share over the organization the status of all bargains being outlined and arranged inside the organization, this has permitted us to create and oversee more trade, which rises to more income.

Pros:

It's simple to utilize with no bugs, has parts of valuable instruments, simple to tag and collaborate with other group individuals, incredible to form and customize reports. I like its usefulness and UX which implies I'm sparing 30% time on some errands over my ancient CRM (FreshSales), it moreover incorporates a wide extend of integrative. PipeDrive has permitted us to oversee numerous more leads than we seem some time recently, we are moreover able to section our leads and oversee e-mail campaigns based on who has talked to them and around what, it has professionalized our deals endeavors, adaptability and ease of setup has been priceless to us.

Cons:

It's kind of befuddling after you get new leads because I think you would like a lead inbox so you'll superior recognize leads and work from there without burrowing through the contacts segment. PipeDrive gets to be inconceivable for coordinating leads and opening an opportunity at a client, but it does exceptionally small for the real organization exertion or work exertion related with checking exploratory orders by a client.

Driving you pipeline to success

Pros:

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.

Cons:

Although 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).

Waste of time on a trial

Comments: Very negative. Was misled by their support claims and was never able to actually talk to a person after repeated attempts. Will be looking for another software.

Pros:

Couldn't find a single pro to this software after using it for a couple hours.

Cons:

Signed up for a trial as I was interested in switching away from Hubspot. However when I signed up for a trial I was hoping to speak with someone over live chat to answer a few questions. They promote the live chat throughout their site, however their live chat is completely fake. It's just a looping answer tree with an AI bot that does not allow you to speak to a real person. Spent 20 minutes trying different answers to see if I could actually speak with someone to answer my questions and had no luck. Through this annoying AI bot I also tried to schedule a demo and was told I did not qualify for a demo. Lol, someone on a free trial who is interested in switching from a competitor doesn't qualify for a demo call? What a joke. I have no interest in using a software that provides zero real time human support and lies that they do when it's just some annoying chat bot that can't answer a question.

Alternatives Considered: HubSpot CRM