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

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

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

An excellent for salespeople to manage their pipeleine.

Cons

The product is very easy to set up and use.

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 helps in promoting small business

Cons

It had afew tools and widgets available for unique Web element

Pros

Amazing pricing and good structured company with an excellent support

Cons

Nothing to be honest I liked all the futures

Pros

I think (because i tried others), this is a software with a great ease of use and configurability, and especially it is a software that becomes addictive to use, which returns in profits for your business. Lately, a lot of updates were being made focused on controlling the communication with the client itself. Good Tech Asist too!

Cons

If I have to point a "Con" is about these updates I said before... Every new feature has a limited range of use if you don't want to pay more.

Alternatives Considered

Zoho CRM

Reasons for Choosing Pipedrive

Access makes many things pretty good, but it's not the ideal solution as a CRM software, I think.

Switched From

Microsoft Access

Reasons for Switching to Pipedrive

Ease of use and configurability, and its interface

Pros

I recently switched to Pipedrive from one of their competitors for two main reasons - their Contact Timeline feature and the wide arrange of integrations made available on all of their plans, even the lowest tiers.

With the Contact Timeline feature I can quickly see all the touchpoints (both when and how) I have had with an existing contact. This is super helpful when looking for clients to follow up with in a single glance. I have seen similar offerings in personal contact organizers but nothing fleshed out to this degree and integrated with a more capable CRM.

Hands down Pipedrive has the most comprehensive integration marketplace for the best price period. Other CRMs charge a hefty price to access webhooks or Zapier and usually allow access only on their higher level tiers. I love that Pipedrive has chosen to open up these integrations to all users on their platform. This is huge win for small business owners looking to grow with them. I am amazed at how many native and 3rd party integrations they have. If the tool exists, there’s a good chance you can connect to it with Pipedrive. It’s obvious that they have made integrations a priority and this adds a lot of value to the platform.

Cons

Overall I’m very impressed with Pipedrive. I do wish they would focus more of their efforts on the GSuite or Gmail Chrome Plugin. This is a real missed opportunity. In my previous CRM I could access all of my deals, contacts and notes right within Gmail. This was a real time saver, since I never had to leave Gmail to view my CRM data. Pipedrive’s Gsuite plugin is more context related. You can only see the contact/deal related information for the email you are currently viewing. I hope the plugin gets more attention in the future.

Another modification I would like to see is image previews of contacts on the main contact page. They do offer this in the contact timeline view, but I would love to see it in the main contacts page as well.

Finally, the Smart Contact Data tool needs some work. I have had issues with it finding enriched data on a lead. The previous CRM I worked with did a much better job. Hopefully this gets hammered out.

Alternatives Considered

Copper

Reasons for Choosing Pipedrive

- Access to integrations at lower price. - Contact Timeline View

Switched From

Copper

Reasons for Switching to Pipedrive

- Integration availability - Contacts Timeline view - Price - Customer Service

Pros

Pipedrive has some of the best integrations have seen at that price point in any industry -- the customer lookup in Trello being a prime example.

The overall product quality is also incredibly high -- e.g., we can see all export reports ever pulled in the system for audit purposes.

Cons

The biggest gap is consistent with almost any CRM on the market -- while we can drag & drop or bulk change statuses of tasks in spreadsheet mode, we can't change the task order within stage.

Pipedrive *does* have some capability to hack this which we did on occasion -- specifically, just change up the event dates in the tasks and assign a custom field to be your actual due date -- it was clunky but it worked, and ultimately just use Trello for deal management.

Alternatives Considered

Salesforce Sales Cloud, SugarCRM, HubSpot CRM and Microsoft Excel

Reasons for Choosing Pipedrive

needed more CRM capabilities

Switched From

Microsoft Excel

Reasons for Switching to Pipedrive

general BCC of email, ability to do bulk edits, and drag and drop between stages

Pros

I like the simplistic UI, the customizability, and the fact that Pipedrive has the widest range of integrations in it's class. I would go as far as to call it MODULAR, meaning you can add pretty much any feature you'd like via 3rd party integrations. With this is mind, you'll never be limited to some of the things Pipedrive doesn't do as well. Alternatively, if you're looking for everything under one roof, Pipedrive does this better as a whole than any of the competition.

Cons

I'm not a huge fan of how some of the very simple features are blocked off from the lowest price plan. Since I prefer the 'modular' setup, this is the only plan that makes sense to me, but I do miss some of the features like important fields that display certain fields first based on where the deal or person / organization is in the pipeline.

I used to run the top tier package from Pipedrive, and I wasn't really impressed with the automation features. They're a bit limited and the triggers don't always work.

Alternatives Considered

Zoho CRM, Agile CRM, monday.com, Copper and HubSpot CRM

Reasons for Choosing Pipedrive

Trello does not scale well and was not comprehensive enough for my needs

Switched From

Trello

Reasons for Switching to Pipedrive

Pricing, features and most of all a great and flexible UI/UX

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

In the end, we like Pipedrive because it provides excellent value for the money at all of its subscription tiers. It's quick, straightforward, and centered on the insights of working salespeople. The sales manager might also narrow in on specific metrics to get the information she or he needs.

Cons

A few features are lacking, and that's a problem for us. In particular, the product's generally excellent automations cannot (yet) be triggered by dates, either in the past or the future.

Pros

Super easy to use, well prices. I think the biggest advantage for my team is the reporting module - easy to customise reports.

Cons

Maybe 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)

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Pipedrive

We needed more complex reporting. The price was lower too

Switched From

HubSpot CRM

Reasons for Switching to Pipedrive

Less complex, easy to use, price

Pros

As a result of Pipedrive's adaptable design, we've been able to streamline our approach to lead management and employee evaluation. The Ul process is straightforward and multi-staged, and it can be modified to meet the specific needs of every given business.

Cons

In our use case, we deal with a large number of leads across all of our accounts, thus managing the deals by drag and drop can become tedious at times.

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

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).

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

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

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

The brilliance of Pipedrive is that by implementing the tool, Sales Managers as well as business owners will find that they simultaneously build best practice Sales Management capability into their businesses.
Pipedrive really feels like it has been built by Sales Managers and Sales People, rather than by technical people, as it takes into account the things that frustrate Sales Teams the most.
For example, simplicity and ease of use is essential to ensure that Sales People adopt any new Sales Tool. Pipedrive has really embraced simplicity and ease of use. One company I work with has a team of sales people mostly above the age of 50, who have successfully adopted Pipedrive.
For Sales Managers, to have a tool to help them accurately predict whether their sales people are going to miss target, BEFORE it happens, is essential.
Pipedrive makes it easy to setup standard sales processes. And to monitor leading measures that will predict future problems. This gives Sales Managers time to take corrective action.

The tool also comes with the most powerful data import engine that I've ever worked with. So migrating legacy data into the tool is far easier than with any other tool I've worked with.

All in all, I give Pipedrive a big thumbs up.

Cons

This is a minor point because it's easy to work around this problem: Pipedrive's ability to filter deal data an become frustrating as you have to setup pre-defined filters, and you very quickly get bogged down with too many filters. The workaround is to export the data into Excel and manipulate the data from there.

Also, the ability to work with a pre-defined set of Products, while available in Pipedrive, is not the tools strong point. I hope to see a more refined implementation of Product capabilities in future releases.

Lastly, it's important to note that the pre-defined reporting only starts to make any sense after some history of data is available. Some of the reports make sense after a few weeks of diligent use of the system by the sales team. Other reports will likely only make sense after a few months of system usage. Obviously this problem is relevant to any sales tracking system, not just Pipedrive.

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.