Pipedrive

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

It's super easy to setup and keep running. The support team -- the best ever in my 20+ IT sales experience.
For sure would be my choice if changing job or building a company. No doubt.

Cons

Price, it's a little expensive.
The pre-sales (SDR part) could be a little stronger and cheaper. If you have a heavy/complex process here, maybe you will need another software to handle your leads before send to the sales team.
The analytics was very good for us till a moment. We move on to a BI (Google Stack) to handle all information needed.

Alternatives Considered

Reasons for Switching to Pipedrive

Pros

Easy to manage different pipelines for different sales projects. The email template is one of the key features we like as it allows us to format our emails and the fields are filled in automatically, so every client receives a quality email without spending time typing out individual emails. Like the filter system that allows you to select just the clients, you wish to target and even the group email shot is an excellent tool we use often. We have added out funnels and Xero to the platform and both work perfectly with Pipedrive. Our market profile is primarily created on google documents and we have ease of importing the information onto the Pipedrive pipeline. We use the activities to set reminders which allows us to keep track of our work tasks on a given day. For sales, you can modify the platform to include the key features that you would like for your company and client information to be saved. Allows you to make group amendments in list form for a high volume of clients so if you need to split the work between the team this is an excellent tool.

Cons

The emails received are not automatically assigned to a client and sometimes land on other client's deals in Pipedrive. There seems to be a lot of downtime of late and we have had several clients confirm that they have not received the email off Pipedrive. There is a lot of new additions to Pipedrive but not enough time to learn them this can be a pro and a con. The support is not always available for immediate help. There is no key information once Pipedrive is down of who you can contact for support. I don't like the Lead section it really just sits there quite useless to us.

Pros

Sales software tend to be complicated, there are always many features and workflows, but, Pipedrive turns to be way more "logical" and easy to use from day zero. Features and options are well crafted, we can see that there is a pattern os use around the product.

Cons

Pricing is a bit high here in Brazil, because of exchange rates. Apart of that, Every big sales software always have something to work on. We miss some features on the Workflow Automation, like setting up an action to happen a certain time before an activity due date.

Alternatives Considered

Reasons for Choosing Pipedrive

Switched From

Reasons for Switching to Pipedrive

Pros

Pipedrive is great since it does exactly what it's designed to do while also providing so much more value than simply a CRM. Makes keeping track of agreements and maintaining a clean pipeline a breeze. Notes and phone conversations may be easily recorded. You may sort and filter anything you want in the pipeline view.

Cons

To do "granular" searches, it might be challenging. I've found it difficult to sort by really narrow criteria. My recollection is that it was difficult to sort deals by area, deal size, and other parameters.