Pipedrive Reviews

Pros

It offers a lot of features that can be used to help manage customer relationships, track sales, and organize marketing campaigns. It is a great tool for managing customer relationships because it allows you to keep track of all customer information and interactions in one place. It also allows you to set up automated tasks, follow-ups and reminders, as well as track all sales activities. Additionally, it offers a variety of analytics and reporting tools to help you gain insights into your sales process.

Cons

It is not very user-friendly, especially for those who are new to the software. Also, it is quite expensive and updates can be slow. However, if you are willing to invest in the software, it can be beneficial for managing customer relationships, tracking sales, and organizing marketing campaigns.

Pros

Pipedrive's interface is user-friendly and easy to navigate. The visual sales pipeline view simplifies deal tracking and management, making it accessible to both new and experienced team members. The email integration is incredibly useful, enabling us to track and sync our communications with specific deals, ensuring nothing gets overlooked.

Cons

Pipedrive falls short in terms of technical stability. We've encountered occasional hiccups and downtime, which can be frustrating when working on critical tasks. These technical issues have led to interruptions in our workflow, and while they are not frequent, they do have an impact when they occur.

Pros

The pipeline management is good in this tool, it has a good base feature set, the problem is however, that many core things are MISSING or dont work right out the box.

Cons

From the outset, this product looks good value, which is likely why it has so many great reviews, however, the more you use it and the moment you need to contact support, you realise the trouble you've got yourself into. If you are a team greater than one, then DO NOT use this software (remember, you might want to grow in future too).

Alternatives Considered

Freshsales, Salesforce Sales Cloud, Keap and HubSpot CRM

Reasons for Switching to Pipedrive

We choose Pipedrive because of its pricing at the time, and its base feature set was enough for us to grow into, however, during this time we've grown to a large team and uncovered dozens of massive issues, to switch would cost us a considerable investment time and money wise, we feel stuck and cheated as this company is too busy spending money on flashy new features that don't work properly to fix major issues with their workflow and existing feature set.

Pros

Simple 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.).

Cons

In 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.

Pros

Ease of streamlining sales process and the ability to make any team member a confident front desk associate.

Cons

Building it out - I needed to hire to do this, and I do not love how the template emails font doesn't show in PD, so it is easy to have templates with two font types if you edit them.

Pros

What I like most about Pipedrive is the ability to automate processes. It really saved me time and energy in most of the simple repetitive designs. It has really helped me own my work and I enjoy every single piece of it. Sharing my work is quite easy and effective. I like it.

Cons

Superb functionalities. Nothing to complain about. It has excellent connectivity and quick response.

Pros

I have used Pipedrive for quite sometimes now. I discovered this CRM and I was well intrigued by its free trial. Today I need to admit is one of the backbones of my business. Compared to other CRMs, Pipedrive is easy to use and really intuitive.

Cons

If you need an advance CRM for an enterprise probably this is not the software for you since it is not allowing for a full customization.

Pros

We were trying out new software to switch our CRM, and decided to try Pipeline. We loved how easy the software was to navigate- extremely user-friendly.

Cons

We decided at the end of the day that there wasn't enough features for a construction company, so we did not continue our membership.

Pros

It keeps track of sales leads and customers you have been trying to keep up with. Sometimes it takes multiple visits over years of time to get a lead to turn into a customer. This is a great way to keep track of everything and set up reminders to check back in at the right times.

Cons

It can take a bit to figure out all the features like most software products, but once you get there it's a gem.

Pros

Pipedrive is as great choice if you need to analyze your sales pipeline and improve marketing as well as boost lead generation and manage contact with customers

Cons

Non, I do hope to get more awesome features in subsequent updates

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

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.

Pros

I love how easy this was to set up. It took less than 15 minutes to upload my students & set up multiple pipelines to track their progress.

Cons

The billing was a little hard to navigate. I signed up months ago, but when the free trial was over somehow I was placed on the most expensive plan and when I reached out about it I was not given steps to downgrade, so I gave up. I tried doing this in Airtable & Hubspot - both took too much time 8 energy and had more steps then pipedrive. This time I figured out on my own how to set myself up with the most inexpensive plan to start, which is $19.

Alternatives Considered

HubSpot Marketing Hub

Reasons for Choosing Pipedrive

Active campaign was just too clunky, and felt really heavy and cumbersome to use. I prefer lightweight, fast, easy to set up and use tools that make me happy when I use them.

Switched From

ActiveCampaign

Reasons for Switching to Pipedrive

Faster & much more simple! I tried to set this up in hubspot and it required at least 5 more steps for every program and course I was setting up. Too many steps is an automatic no for me. Pipedrive has no steps to set up, just type into template,m!

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.

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.

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.

Pros

Pipedrive is very straightforward to use, the Pipedrive automation is the best it helps me automate my flow. When we started using it we loved it because it had fewer features than most competitors, but the features it had worked better.

Cons

Limited filters- As comparison with other systems in market.

Pros

Email integration
Mobile app
Customization

Cons

Email integration - I would love to be able to assign an email to multiple deals.
Email flagging - I would love to be able to flag an email as important, like stars in Gmail, or have the ability to convert it to an activity.
Email on the mobile app - doesn't exist, which forces me to use my Gmail

Pros

I really enjoyed the fact that we can format it the way we need to, like add some options or information space, etc. PipeDrive is flexible, that’s great!
I also like the graphics and results it’s given, about the day, the week, the month and it goes on. With this I have a notion of my efficiency and I can monitor myself by this.
Actually I liked PipeDrive in general. Everything is good once I haven't worked with almost nothing like it. And the closest tool I used was very terrible.
I can tell that the idea of organizing a company as the Mother and others as sisters was really smart. I used to have problems with that, so it made my life easier.
At last I assure that the filters are helpful, but it could be better in some ways. But I really do recommend it at all. It definitely changed my routine work for better, much better.

Cons

I don't think it’s a bad thing, maybe something to be improved in Pipedrive, are the filters or results/statistics, it was good if we could export that to excel. I don't know if the key user can do that (I’m not) but if only him, then I suggest to give this opportunity to all users.
The only thing I don’t think was positive about all that is the minucius way that now our bosses are controlling our work and results. Of course this ended to be a problem about the person, and I don’t know what Pipedrive could do about it, even though I think it is important to say.
The last thing I wish I could change is the timing. Every activity has to have at least 15 minutes of during. I wish this could be more flexible, or even better, an idea: somehow we could add an activity and press a button saying we are starting that activity; Then when we finish it, we press end, and it calculates the time we used to do that. For me it sound better and more realistic. But Please, don't take off the option we already have of simply put it as done after it is done already.

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.

Pros

Pipedrive'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.

Cons

Pipedrive 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.

Pros

Work process robotization (Move an arrangement and an action is included, at whatever point we reach another arrangement can be included, and so forth.) - Super Useful! Can send messages straightforwardly through stage and they appear in Gmail Does not intergrade legitimately with Intercom just through Zappier. Can interface with Gmail schedule Analytics - With arrangements won (by month, day, year and so forth), estimation of arrangements won, normal per bargain, normal time until an arrangement is won, look further and you can perceive what items make up those arrangements won (term, perm, CI and so on), Deals lost - by stages, by stages after some time, by reasons, by reasons over the long run (you can limit what stage you are battling in). Won versus lost - pace of % on change to the following stage, transformation for the main stage, lost from this stage, change to won (win/misfortune proportion). Track the % shot of moving the arrangement to one phase to the following. Estimating income - Current income, future arrangements to be won, can refresh the nearby dates from month to month, see what has been won, see the phases on the open arrangements and alter the end month (status bar demonstrating its stage), set conveyance date choice (ie you put the arrangement in won when it goes to guaranteeing and the stays there for a while (3 weeks) to get an exact date when the income is gotten). Arrangement change yet nothing else, Deals won, Deals lost, income Forecast (platinum

Cons

In spite of the fact that the Silver arrangement doesn't give all the enhanced highlights as the Gold, (for example 2-way email adjusting, call scheduler, email following, and so on.) we would prefer not to switch the majority of our clients over to the Gold arrangement in light of the fact that lone a couple of them would profit by/would require the additional highlights. I wish there was an approach to redesign a portion of our clients to the Gold arrangement and keep the others at Silver. We utilize Pipedrive's reconciliation with Slack to tell our group when an arrangement has been recognized, won and additionally lost. Right now, you host to utilize a third-gathering (Zapier) in the event that you might want your notices to be increasingly explicit and I have been not able get Zapier to work effectively for us. I have just contacted the two sides for assistance however have not gone to an answer ( so be careful you may keep running into issues with incorporations - without a ton of helping support from either side).

Pros

Seems kind of redundant with Review above.

Cons

It would be nice to be able to review the Activity list page by our Stages. In other words typically cycles are monthly but what is focused on at the beginning of the month is different than what is at the end of the month. For instance at the end of the month you may want to focus just on final stage folks. Another focus somebody might have is they are working a particular area and want to see what else is left on the table while there and arrange schedules accordingly. In other words just being able to organize on the Activities page by city/county can increase efficiency in the field. Your Contacts page has that option but nothing comes up in the columns for anyone. I don't know if this is a challenge with out set up by our admin. but once we have a the client sold they fall off our radar for the Deals page. We have a few milestones that include us agents which includes pumping clients for referrals and visiting with them on a anniversary date. The only way I can keep them on the radar is to use the Activity page and just label them a Deadline so I can review those by that definition. So all I use Deadline for is follow-up with clients that are purchasing or have purchased. Lastly a small but big 'thang', on the client Deals page where we have a pending activity it would be nice to click the pending activity button and the courser lands on a fresh line above the previously typed material so we can just add an update without having to click to front of material, return and arrow up to update. It's a very repetitive procedure every time you go into an activity.

Pros

Sliding feature where opportunities can be moved easily from one tier to another.

Cons

No calling functionality. Email sync also does not work well sometimes. Doesn't track all the emails sent/received

Pros

There are so many good things about using Pipedrive as a CRM platform. First of all, it is just great to be able to manage all my contacts in one place and being able to see the timeline of what has been happening with every single one of them. This is perfect because it allows me to always be up-to-date with what has taken place and what needs to happen to turn leads into customers.

Managing and using my email straight from Pipedrive is very powerful because it prevents me from switching from app to app and lets me be focused on my lead generation and sales activities. Same for being able to create web forms: no need to rely on another platform and then connect it to Pipedrive for this...I can do everything "in house".

The visual pipeline is another key feature and its sales forecasting feature lets you "predict the future" by showing you how many deals you would need to close to reach a specific financial target. And let's not forget about automation: it is an excellent way to avoid carrying out the same repetitive tasks over and over again.

And did I say there is a mobile app too? This is ideal especially if you are someone who works a lot on the move.

Cons

It is difficult to find something not to like about Pipedrive. Perhaps, the main con compared to other CRM solutions is the fact that Pipedrive does not have a free plan, only a free trial. This means that you will have to pay for the tool – and depending on the features you need, it can turn out to be a bit of an expense.