Pipedrive reviews

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.

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.

Due to how simple it is to set up and use on a daily basis, I have long been a fan of Pipedrive. It's incredibly simple to use and easy to combine with a lot of other apps. It enables us to separate quickly, accurately, and with the best filters, enabling us to attract the right customers for our company. Additionally, it is compatible with Gmail and Google Contacts, both of which are crucial. Pipedrive provides a thorough, effective, and simple-to-use overview of our sales pipeline. We can track the individual development of every sales team member working for the firm as well as the offers that are being made to prospective clients.

It may have cost us a bit to integrate with other applications, but with persistence and the help of its technical team, the problem was effectively resolved. There are no integrated contract management solutions, thus we must send emails to several contacts one at a time, one after the other. We have to directly ask them for such information because we have no idea where the leads for our web forms originated. It crashes, crashes again, then crashes some more. Customer support could actually care less about it, so you wind up with a number of system components that are inoperable and render the platform useless.

Pipedrive was easy to implement and manage sales opportunities, specifically deal stages. The automation and task management was also great to ensure you stayed on top of completing tasks.

Pipedrive did not have any sort of email sequence functionality that I was looking for when I was a user. Other sales CRMs were able to provide this functionality.

Earlier we were using Freshsales but the pipeline which is built in the Pipedrive gives us the best clarity of the deals moving in the various stages of the pipeline. The insights moreover provide very valuable inputs which can be used as a benchmark for our sales representatives.

They addons like lead booster, chatbots and forms as paid addons which should be a part of the main pipedrive paid plan.

After 1 month of deploying it, we were already power users!

It would be great if it will integrate in the future email marketing services

1. Very good at lead management2. Easy to track the activities of leads3. Great for partner management4. Excellent UI5. Great pricing structure

1. Limitations on the bulk email sending2. Limited integrations options3. Reporting and forecasting was poor

I love how easy this system is to use. We get new employees every now and then who have never used this tool before and teaching them how to get started using it, is incredibly simple because the tool itself is pretty straightforward.

I can't say that there is anything that I don't like about this software.It's too easy to use to have any complaints.

It is outstanding at what it does. The pipeline management of sales, defining the prospects, leads, mqls and sqls and ranking each with automation cannot be done better than from Pipedrive. Managing opportunities and sending contracts within Pipedrive are simply the best. I would rate it 4.5 stars for everything including the email marketing feature

It is slower when making a comparison with others, it is not very user friendly and it is specifically designed for sales, I don't think very useful for big teams.

Easy to use and navigate with Customizable sales pipeline. Good visualization of sales data.Integrations with other tools such as email and calendar

Limited reporting and analytics capabilities. It has Limited automation optionsSome users have reported issues with syncing of data across multiple users

I liked that the API was easy to use & submit new customers

Pipedrive does A LOT - so sometimes the portal can be noisy if you are a fairly low-key user like myself, only using one portion.

Pipedrive was soooo easy to implement for our company. It is very user friendly and tech support is a email away. The most important aspect of Pipedrive is having all our customer files in a central location, easily accessible to keep notes and to set tasks for ourselves allowing us to provide excellent customer service that was not always perfect just using an Excel spreadsheet. Sorting all of our customers into different pipelines and stages is awesome too! Easily see where everyone is.

The email feature has not been working. We use Yahoo Small Business for our emails and for some reason our emails unlink from Pipedrive and now we are unable to relink them but that's not a huge issue as each customer file in Pipedrive has it's own link you can paste in the BCC of your customer email and it copies it to that customer's Pipedrive.

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.

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.

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!

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.

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.

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.

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.

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

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.

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.

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.

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.

Simple user experience, not overkill with the features and layout, great email integration, custom pipeline language

Have to pay a certain amount that includes features we don't use, internal organization confusing to see - most of which you can't.

It's very intuitive and allows you to make immediate adjustments. We can all be on a staff meeting and discuss a project and make an immediate modification to the account or covert to the next step.

It doesn't seem overly LINKEDIN friendly. It doesn't always pull past history of emails from outlook.

I like that you can call a potential or existing customer directly from the application, that makes keeping track on your sales activities very easy.

Certain features are buried deep in the structure, you need to know what you're looking for.

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

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).

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.

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.

When I was interviewing for this position at a tech company, I was told that they use Pipedrive as their CRM. I wanted to show that I was eager to learn, so I set out to do some research on Pipedrive before I began my position. Luckily, Pipedrive made it pretty easy.

I had already done a tutorial on Salesforce, so I understood the basics of CRMs, but Pipedrive had a whole academy -- the Pipedrive Academy -- to help you learn how to use their software effectively. So right off the bat, I appreciated them making it easy.

I did all of the modules and quickly saw that it was very easy to use. I even put the video speed on 1.5x to save some time. Once I started the position, I saw that there was even more depth, and you could customize workflows and your pipeline pretty extensively.

In the Pipedrive Academy, it wouldn't update my progress on some videos. So it never gave me the satisfaction of it saying "100% complete", which is a small detail but it was still annoying as a first impression.

The system is easy to use, but like all CRMs, it still takes time to update all of your activities. I could usually update 10-20 calls in 5 minutes, and theres a bunch of plug-ins and extensions to make this faster but I didn't use them. Also, if your search query is off by an apostrophe or something along those lines, you can still miss the person/company you're searching for. But this can be eliminated if you have a system for formatting names or whatever.

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.

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.

Pipedrive provides a simple, fast interface that pulls all information relevant to a deal into a single view. This includes the main contact, other contacts, price and product information, activity history, and coming activities. There is a sidebar that you can customize with specifics for your business, such as names of competitors that the prospect buys from, size of their budget, customer phase (are they a prospect, a new customer, or a renewing customer?), etc. All of this info can be easily updated on the fly, so a sales rep can focus on selling rather than on fitting a sale into a software system. The mobile apps provide similar functionality, so it's easy to use Pipedrive out of the office. Pipedrive is easy to customize, so getting started does not require a lot of effort or training. This is ideal for startups and small firms, as well as for independent sales reps.

There's nothing really bad about Pipedrive, and it keeps getting better. I would like to see it add customizable series of actions that can be added with a single click, so the rep does not have to manually add repetitive steps. For instance, it would be good to add a series of follow up steps that must be done after a sale closes, rather than keeping a separate list in other software.