Pipedrive

Pros

I was able to easily track deals by moving them through different stages on the pipeline, which helped me close sales faster.

Cons

Customization options for reports are limited.

Pros

There are many ways to customize and complete tasks that can be set for each user. I can grow with the service, upgrading to higher tiers for more tools.

Cons

All the customization can make it difficult to decide how to best implement the services across the company. The base tier restricts the use of certain tools that would be extremely beneficial to a small start up, such as automated cadence emails.

Alternatives Considered

Reasons for Choosing Pipedrive

Switched From

Reasons for Switching to Pipedrive

Pros

It covers the basics of what we need in a CRM.

Cons

It has limitations when you have multiple product lines or locaitons

Alternatives Considered

Reasons for Switching to Pipedrive

Pros

Ease of use ......... Easy to progress names from Lead to Customer

Cons

Nothing from a sales point of view It gives clear visibility of the status of the client .

Pros

Pipedrive is ace for managing our sales pipeline. It's really intuitive, which is great for onboarding new sales reps. I haven't had any dramas with tracking deals and keeping everything organized. The reporting features are pretty good too.

Cons

To be honest, it's not as feature-rich as some other CRM systems I've used. It could do with some extra marketing automation tools. Also, the mobile app could be a bit better. But that's about it.

Pros

It is a resource for basic information gathering.

Cons

It is not designed for complex data entry. Outside of text, there is no way to creatre formulas to help make the date compute beyond typed text.

Pros

It has a super easy user interface. Not a whole lot of features needed to use it for pipeline management.

Cons

A lot more stripped down contact management tool than some of the other major players.

Pros

I like the visual clarity of Pipedrive. Deal tracking is simple, and the mobile app is very convenient.

Cons

I wish there were more options for customizing reports. Email integration could be improved.

Pros

The user interface is simple and easy to understand. Mobile app is also handy.

Cons

Their customer support is garbage. You need to pay for higher levels to even access it and when you do it's still terrible.

Pros

It was ok, it was easy to operate and understand

Cons

Lagged sometimes if Internet was having issues

Pros

The best thing by far is the automated emails. We have workflows that trigger an email within 10 minutes of an action taking place. Without it, I'd have to constantly check my inbox. It's saves us a lot of time for more outreach and prospecting.

Cons

The setup was pretty gruelling for us. The property and workflow setups in particular took longer than we'd anticipated.

Alternatives Considered

Reasons for Switching to Pipedrive

Pros

1. 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.

Cons

It's difficult to become a confident user in the beginning. It would be a lot better to have improved onboarding.

Alternatives Considered

Reasons for Switching to Pipedrive

Pros

The API is the cornerstone of Pipedrive for me and my company. We have a very fluctuating target group and update our Leads every month, which was a pain in the past but the API makes a breeze.

All around the API, the Automation and Filters allows our sales team to really concentrate on sales instead of checking leads and making decisions, they can just go down the prepared list and call.

Cons

I'm only reporting/reviewing from the perspective of an admin user, and the only downside I can see is that with the mass of our leads we need to temper ourselves when updating because of the 10k a day rate limit.

Pros

I love the amount of details you can input into this program. We need to have lots of different notes and details and variables for our business, like leads versus deals, and then for each contact we need to know where we got that client, why, what organization they are a part of, the organization's address, phone number, and the individuals addresses/phone, plus we are able to add activities, notes, whether the lead is cold, warm, hot, etc. The organization and details are endless, and it's incredibly helpful - this is truly how you educate an entire organization on every detail needed to know of a lead or client.

Cons

It is admittedly a bit hard to learn - it's very user-friendly, but because of how many capabilities and opportunities that Pipedrive has, it takes a bit to learn all the ins and outs.

Pros

With PipeDrive I always track. My sales growth rate and manage it well.Email tracking is now easy with this tool,has excellent tools which enabled us to grow more than we targeted.Data is safe and you can access it instantly when you need it.The best thing about it is that it can be used even by the beginners of for those with small business.

Cons

PipeDrive offers its best .I have no complains about it.

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.

Pros

It has helped us solve the problem of disorganized sales processes by providing clear and structured way to manage our deals and leads.
Also it has improved customer relationship management.

Cons

It is easy to navigate and user friendly nothing that i dislike towards it.

Pros

Reporting functionality seems better than HubSpot.

Cons

Support when they're having server issues, which is all too often.

Pros

Our sales department uses it as a tool for the total management and sales process. It gives a database of prospective clients and keeps track of new applicants to maintain communication with them. We finally have a solution that allows us to keep track of all of our sales in one place and monitor their progress over time. Pipedrive's many features will enable us to accomplish our goals and more, including the collection of prospect information and the scheduling of follow-up meetings.

Cons

Larger organizations with a more extensive client database may benefit from an increase in the program's memory capacity, which becomes taxed when dealing with a significant number of registered contacts.

Pros

Pipedrive's intuitive interface, visual pipeline, and robust automation simplify lead management. Customization and insightful analytics enhance decision-making, boosting overall efficiency and results.

Cons

Pipedrive's pricing might be a bit steep for smaller businesses. Occasionally, advanced customization requires technical expertise. Some integrations could be more seamless.

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.

Pros

I like that everything I need to know is right there on one screen.

Cons

What I liked least was not being able to figure out how to use automation tools with it (and that's probably 100% my fault).

Pros

I like how it's so easy to set up. It offers a variety of analysis and reporting tools to help you gain insight into the sales process.

Cons

It can be quite expensive and slow to update. It will be even better if the onboarding feature improves.

Pros

Daily tracking and reminders keep me up to speed

Cons

Reports and set up can be confusing and difficult.

Pros

I like the reliability of Pipedrive.
It has been and amazing customer engagement tool that has been working so well.
It is so affordable.

Cons

I do not dislike Pipedrive at all.
Pipedrive has been so amazing.