Pipedrive Software


 

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. As a cloud-based application, the solution can be accessed from anywhere 24x7 using any web browser or dedicated mobile apps.

Pipedrive provides sales personnel full visibility of different sales pipelines. A robust interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.

Pipedrive's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.

 

Pipedrive - Mobile apps
 
  • Pipedrive - Mobile apps
    Mobile apps
  • Pipedrive - Manage sales pipeline
    Manage sales pipeline
  • Pipedrive - Add activities
    Add activities
  • Pipedrive - Monitor sales performance
    Monitor sales performance
  • Pipedrive - Generate sales insights
    Generate sales insights
  • Pipedrive - Manage email communications
    Manage email communications
  • Pipedrive - Track individual deals
    Track individual deals
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

967 Reviews of Pipedrive

 

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Software Advice Reviews (353)
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Showing 1-20 of 353

Lerey from 57financial
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Overall Good. A bit limited

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Better than most options if you are looking for an affordable CRM

Pros

Pretty easy to use
The visual pipeline itself was quite nice
Support is helpful overall
Has a mobile app which is pretty good

Cons

Certain functionality was limited and/ or required an upgrade
I can't actually remember specifics on that. Just that there were some...

 
 

Mark from Palm Beach Software Design, Inc.
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Fast, Easy, and Mobile

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

This would be the perfect solution with a set of pre-defined actions that we can take based on each stage in a process. For example, I'd like to be able to automatically update my clients as changes occur in their workflow, or send birthday wishes, or send new client information when they're added to the system. We need more CRM functionality...

Pros

Love the ease of use in creating a workflow, and using it to track production as well as the sales process.

Cons

Missing bulk mailing functionality based on workflow. It would be nice to be able to communicate status changes or create my own rules for communication with clients and potential ones.

 
 

Kimberly from Stroemer & Company
Specialty: Accounting
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

The best CRM I have ever used!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

For my needs, this CRM product has proven to be exactly what I need to organize my business prospects. It allows me to record and easily track all the necessary steps of my selling cycle. The Pipedrive Customer Service was top-notch. Example: I scheduled a call for a specific day/time (via their website). The Rep called me exactly at the scheduled time. He answered all my questions and made sure I had a full understanding of the products features. The videos and webinars offer the visuals necessary to know how to use the system.

Pros

Ease of use
Well-designed pages
Everything necessary to track prospects through the sales process
Easy scheduling for the next step with each prospect
Customer Service is great
Well worth the cost

Cons

I honestly do not have any Cons for this product! I don't have anything negative to say about this product.

 
 

Kevin from TGS Architects
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Professional services user for three years

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Good entry level software if you have not used a CRM before for tracking actual deals and managing a sales pipeline. I found it a bit weak for managing day to day contact interactions and tracking opportunities.

Pros

I found two features of Pipedrive to be particularly useful. The graphic interface managing deals was very intuitive and effective when presenting deal progress to my peers. I found it easy to customize where that capability was made available in the software.

Cons

I found it a bit difficulty to maintain the interactions with my contacts consistently. The steps to enter information for ongoing contact were not intuitive for me. I found it difficult to consistently enter and track notes of my activities with my leads.

 
 

fasrid from pana
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

concert managment

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

managmaent

Pros

managmaenttechnology easy — for you and your attendees. No more dealing with multiple vendors, no more worrying about what devices attendees are using. The all-new Fusion 2.0 is the industry’s only mobile-first all-in-one event technology.

Cons

managmaenttechnology easy — for you and your attendees. No more dealing with multiple vendors, no more worrying about what devices attendees are using. The all-new Fusion 2.0 is the industry’s only mobile-first all-in-one event technology.

 
 

Chris from Turn2Partners
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

A product that excels at what it intends to do

Ease-of-use

Functionality

Product Quality

Customer Support

We would have adopted this product in a heartbeat if it had resume parsing. But that was a brick wall we couldn't get past, so after 3 weeks of testing (for free) we opted with a more feature-rich but more-often-frustrating solution.

Pros

The ease of use for this product was through the roof. Easy to learn. Easy to get data in, and data out. Visually appealing, and very intuitive.

Cons

It didn't have the features that, ultimately, we decided we needed. Data input is manual - and while it was about as easy as manual input can get, manual data input would have slowed us down too much.

 
 

Anthony from Pisciotta Investments
Specialty: Real Estate
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

PipeDrive for the Win!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I use this software to handle all of my potential real estate purchases and it does exactly what I was looking for.

Pros

It helps me remember everything I have going on so it doesn't slip between the cracks. I also like the ease of use with pipedrive. Very easy to input all you data and find it at a later date.

Cons

I wish you didn't have to pay extra from email integration but it's not a big deal to have my email screen open as well!

 
 

Jeremy from Ginger Tipple
Specialty: Food / Beverage
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Difficult to Implement and lacking some functions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Disappointed I chose it.

Pros

Inserting a new contact & organization is quite easy. And the help team really try. Easy to CC your outgoing emails into the system. Pricing

Cons

Importing contacts into the system is very difficult. The interaction with say Mailchimp was only exporting contacts to Mailchimp. No flowback of data from Mailchimp of emails sent and opening data etc.
Tech support only available from morning in North America which is difficult from Europe.

 
 

Ben from West Flooring & Design, Inc.
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Sales team found our perfect CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

i would recommend this software to any sales team in any industry.

Pros

The software is extremely intuitive, and easy to use. Very easy to upload and manage leads and pipelines. Unlimited amount of contacts. Email sync service makes it simple to track emails between clients and sales people. The reporting on this software makes it simple to manage our sales team as well.

Cons

I have absolutely no complaints, everything works perfectly and this software is extremely powerful if you use it properly. Links to your email service and google drive/calendar, as well as survey money and mail chimp.

 
 

john from Valente Yeast Co
Specialty: Distribution
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Simple, powerful salesforce management tool perfect for smaller businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have used many tools and while this doesn't have all the bells and whistles as many others this is a very simple product to use and the price is right.

Pros

They do a great job at managing the pipeline process and they make the process of adding and updating the sales pipeline easier.

Cons

I don't like that it is very difficult to get data out of the system for reporting. None of the reports is printable which is not ideal.

 
 

Nitesh from ThinkLite
Specialty: Engineering
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

The most amazing CRM ever

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The best UI that I have seen on any cloud based solution. Their API is pretty amazing as well. It's super easy to learn.

Cons

Nothing really! If you get their gold plan that supports Gmail Email two way communication - it can get expensive.

 
 

Neha from Sun softwares
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2017

June 2017

Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features a standalone sales automation module with options for integrated channel management and web self-service capabilities.

Cons

Pricing seems a little steep for my company, could do with a little more friendly GUI apart from these works fine

 
 

Kristin from Hero Medical Solutions
Specialty: Healthcare / Medicine
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Easy to use and great for a small business!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

- easy to use
- great support center
- I enjoyed attending a webinar, very helpful
- customized features are neat
- layout design is organized

Cons

- there are still a lot of features that a user must take the time to learn in order to get the most of out of it

 
 

Darcy from NCS Multistage
Specialty: Energy
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2017

June 2017

Pipedrive CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy to use, easy to implement. Pipedrive comes with a plethora of information in the form of help videos and online searchable help docs to assist even the most terrible computer user.

Cons

Email connection and implementation are a bit difficult if not using the gold service. It would be nice if a hierarchy of interested parties could be privy to certain information based on what the sales person was entering. Connecting a data visualization tool directly to the dataset would be a worthwhile addition.

 
 

Sequoia from KLM Marketing
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Pipedrive is Super Easy to Use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall, and easy CRM cloud based system that works for less encompassing business needs.

Pros

Pipedrive has a very easy to you platform for small to medium businesses. Has a customization platform for your use. Their customer service and on-boarding team are very helpful. Also relatively great price and includes discounts if purchased yearly.

Cons

Pipedrive has a select integration with third-party quoting system. If you integration cannot work with Zapier you may have to get a developer to create one with their open API format.

 
 

Chaya from TeleGo Inc.
Specialty: Telecommunications
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Great GUI not enough customization options

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We're testing the solution our but it seems like we'll need to explore other options as for our sales people we must force them to complete all details of deals which isn't an option with the current version.

Pros

-GUI
-Ease of Use
-Integrations
-Affordable
-Great Dashboard to move around from stage to stage


Cons

-Not much of customization options (such as required fields, customized view for dashboard, etc.)
-Integrations with Pandadoc are limited

 
 

Maxwell from University of Victoria Student Society
Specialty: Non-Profit
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2017

June 2017

Pipedrive is a flexible software that can be used for multiple purposes.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I used Pipedrive as a software to keep track of lobby meetings, as a more advanced rolodex. I didn't use many of the deals or sales features so I can't speak much to those. I was able to use it for my purposes, and would love to see a lite version for a lower price with these filters. Being able to keep a tab on contacts is super important!

Cons

Since I customized it quite a bit, it was a little hard to teach my incoming director how to use it. Some features are a little unintuitive. Altogether, Pipedrive is a pretty solid software.

 
 

Fonnique from Frame Of Reference Ltd
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Pipedrive is pretty useful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

i like that the software allows my business to monitor and to pay close attention to the process of winning deals. it helps my company to make necessary changes in my conversion system which ultimately aids my company to increase our revenue

Cons

it would be nice if the software was a little bit more user friendly. it took awhile to my way around the software. but other than that it does the job for me.

 
 

Andreina from Condor Agency
Specialty: Advertising
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Super Easy to use and great features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like that I find it very easy to use, the software look & feel is very friendly, is simple and has a great variety of features, such as reports, the pipeline, the reminders, among others. I am using it to take control of a real estate list of prospects and clients, and Pipedrive has an option to customize the pipeline for real estate companies.

Cons

Until now, I've only seen two cons:
- The web form generated by Pipedrive can't be customized or edited with CSS
- It doesn't has an integration with MailChimp to migrate the contacts from one platform to the other automatically (the only CRM software that I've seen that has this feature is Salesforce Lightning Professional

 
 

Diana from The Back Office LLC
Specialty: Accounting
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

It is just a basic system that keeps track of clients it is great for client retention

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I think this is more for client retention than prospecting

Pros

The reminders are good. I like that you can change the way you see things. I like the way I am able to track existing clients for retention calls

Cons

There is not a way to connect with my lead generation. Data entry is slow and it I spend a lot of time updating

 
 
 
Showing 1-20 of 614

Jacques from Jacques de Villiers Group
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

I've enjoyed using the software because it is simple to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Helped me close more deals more consistently.

Pros

It is a great reminder tool. I'm pretty useless at follow up. The reminders I get on my Pipedrive app have helped me close deals I wouldn't ordinarily have. So, the software has more than paid for itself over the time I've used it. I like that I can upload my proposals so that they are all in a 'client' file. Also, a great feature is the BCC, so I can always keep track of what emails I sent to what clients.

Cons

I think the task reminder ... I only get one reminder via email a day. Perhaps if it could remind me more than once. But this is such a small thing ...

Source: Capterra
 

June from Biomeme

August 2017

August 2017

I used Pipedrive to manage 40 different accounts through a complex sales cycle.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The software allows for contact storage and malleable transfer of contact information across accounts. Some of the accounts we managed had multiple contact points that overlapped across different accounts, so it was helpful to have this functionality.

Cons

The price per user is too high. In the interest of being frugal, we just shared accounts across multiple team members to bypass this, but this caused confusion and lacked efficient processes.

Source: Capterra
 

Pawe¿ from NMV

August 2017

August 2017

Good but could be better

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Pipedrive is very easy to use it's very intuitive but on other hand it could be more aggregate in terms of search

Cons

The search option does not include phrases or parts of words that contain business names, and you type the full name to get results.

Source: Capterra
 

Beth from PC Executive Services, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

This product works well for me.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It was nice to find a piece of software with all the features I needed that was not too robust and expensive for my needs. Onboarding was easy. I loved being able to schedule a call with support during this process so that I could understand the use the program to its fullest capability.

Cons

I have not run into any cons at this time. I'm only writing in this section to fill my 100 character requirement.

Source: Capterra
 

Jerritte from Edge Webware, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Outstanding CRM platform!

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

Organization of our pipelines. Accountability. Flexibility. Pure awesomeness.

Pros

The flexibility of Pipedrive is outstanding! Being about to create our own workflows, rearrange them by simple drag-and-drop, naming them however we want...just priceless. We also love how Pipedrive prompts you to add future actions as you mark completed tasks as finished. This pushes us to always add that next action to the deal. User administration is a piece of cake. Having the running totals for what's in the pipelines gives visibility to us for what's coming in that we simply never had before.

On top of all of these amazing features, the flexibility we have in setting up products is outstanding as well. My whole team loves Pipedrive.

Cons

It doesn't always convince your prospects to buy your services. ;)

The only con I can think of is that you can't "@" (mention) your other users. Add that feature, and this box would be empty.

Source: Capterra
 

Tim from Family Care Path

August 2017

August 2017

Very simple to use-flexible

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Tracks what I need

Pros

Customization for what I need makes it a very good choice- quick learning curve- great online support- great reporting functions

Cons

Email integration is TOTAL, or you move over what is important. Unfortunately, you cannot eliminate unnecessary sections of an email thread- it's all or nothing

Source: Capterra
 

Michael from Shorefloors Pty Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Overall I like it! There is room for improvement, and yet to explore all power features.

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Better productivity, and helps me see where all my team are with their deals.

Pros

I see all my deals and everyone else so I get an overview of where we are at. Unfortunately my team members seem to think it takes too much time to add information, so I will be seeking ways to make it quick and easy...using text expander App is an idea I'm working on...perhaps the ability to have templates set up would be something to consider so it is easy to quickly fill out?

Cons

Unable to print any appointment, task, notes etc.
Am forced to do screen shots, which is really no good, especially if you cannot fit everything in the screen. Printing either as a pdf or straight to my printer is basic?

Source: Capterra
 

Dana from United Western Insurance Brokers
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

It's OK, but seriously flawed because it does not integrate with Outlook Calendar

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Do not purchase this software if you need Calendar integration with Outlook.

Pros

It is intuitive and easy to configure and use, it helps my team and me but it is seriously flawed because we (people in my industry) live in Outlook Calendar but Pipedrive does not integrate with Outlook Calendar. The seriousness of this disconnect by Pipedrive is growing by the day.

Cons

The system does not integrate with Outlook Calendar, the more we use Pipedrive, the more clear and serious this weakness becomes to us. I can not and will not recommend that other Property & Casualty Insurance Brokerage operations make the investment in this software until Pipedrive provides this most basic integration. This weakness in the Pipedrive system is such a huge disconnect for Pipedrive. Pipedrive's customer support acts as though they could care less, and as though we are the only people in the world that need this function. I can only assume that others before me did a better job of discovering this weakness (before making the purchase), and for that reason they elected not to make the purchase the software. Everyone in my industry LIVES in their Outlook calendar - I strongly encourage Pipedrive to figure this out.

Source: Capterra
 

Tazbah from KSFR Radio
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Horrible. I've asked you to stop billing me but you are continuing to do so. Will contact the bank

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

0

Pros

Nothing would not recommend it. Pipedrive doesn't respond to questions or how to get out of the deal.

Cons

Not good for a small staff who are just starting out. Pipedive doesn't respond to questions or how to get out of paying for the subscription even though I have asked twice in an email to unsubscribe me. Just got another recurring bill for July!

Source: Capterra
 

Jack from Urb-it
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Seamless and Extensive.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I love simplicity of the deals board. The layout is so simple and easy to use, that once I have set it up, the team get it quite quickly. They prefer it over Sales Force, as PipeDrive only focuses on the aspects that my team required.

Cons

The setup was simple if the company is simple. I found the tutorial too hard to follow to setup simply. There could be more work on forecasting as well.

Source: Capterra
 

Manjari from SparkTG
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Very nice CRM with thorough reports

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Managed sales leads much efficiently

Pros

Ease of use, thorough reports
Features are very specific to mandatory Sales inputs and are easy to add data in limited period of time

Cons

still figuring out.
still figuring out.
still figuring out.
still figuring out.
still figuring out.
still figuring out.

Source: Capterra
 

Robbert from KROHNE Thailand
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

July 2017

July 2017

A simple CRM that can actually help the sales person without feeling he only has to report about it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I can contact my client when it is required even when I have hundreds of leads

Pros

I customised it within one week for a team of 8 so that we could fully functions as a sales team.
Quick views giving good insights on what is in te pipeline
Sales projections and progress of the deals are easily seen

Cons

Reporting is not so good for holding sales meeting.

But the hardest part is to have the sales persons getting used to it. Especially older ones. They have to see the benefit for them and not only their boss. Ofcpirse this could be said of any CRM.

I have experienced they I knew more about the system than the support.

Batch editing requires sometime and export into xls and import it again .

Probability per deal is not possible only per stage.

Bring in an agent to have their own pipeline is not so easy to do. You need to ensure the 3rd party cannot see your own deals.

Source: Capterra
 

Dassi from Better Accounting Solutions
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Very good. The platform is easy to set up without customer support. Very clean.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

My firm can now easily track the sales leads. The best feeling is when I can see the sales lead move across the board until the deal is won.

Pros

I like the platform and how I can menu-var the clients from first point of contact to disposition in the remainder fields until the deal is won.

Cons

I would like if the date notifications can be on the sales leads name from point view instead of having to click into the field. I somewhat forget when a due date is set and therefor I have to continuously open a field to check.

Source: Capterra
 

Paula from The Paula G Company LLC
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

Simplify Sales, Never Miss a Follow Up

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Close more deals, create more cash flow from existing customers. Simplify follow up process.

Pros

Ease of use and simplicity is what I like most. It can do a lot but it is not overburdened with features that I would not use.

Cons

That I cannot schedule an activity across all contacts in a particular group. I do some follow ups in bulk mail and I cannot annotate that in my records easily.

Source: Capterra
 


July 2017

July 2017

Needs some new features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It is very easy-to-use and offers all the 'must' features. However, for someone like me; who has to follow purchases from a single contact monthly, it is not very useful. It should have a feature to see how far a client make purchases, instead of signing a single deal.

Pros

Customer support on online chat is great. Also seeing it developing constantly is a huge plus. Price is definitely worth it.

Cons

They somehow slowed down on adding new features for a while.

Advice to Others

If you don't have to combine too many data on a single sales CRM, Pipedrive is perfect for basic tasks.

Source: GetApp
 

Julien from ARGOLIGHT
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Sales funnel : We are using Pipedrive to follow our leads and opportunities.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Very convenient to do follow up. Red / green alerts, load email, files..Etc.. When you have more than 10 opportunities to follow, you need this kind of tools.

Cons

This software is so good that we would like to us for project (without money) : for example Key account management. You can save all you conversations, but it is not perfect to follow stages (even if you can built whatever you want). So is it due to the software or just because I did not find the best way to do it..

Source: Capterra
 

Thiago from Calamar
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Great tool to drive your pipeline

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

A more organized pipeline

Pros

It's easy to understand and use, specially if you're used to services like Trello or other project managers. I also enjoyed the pipeline school when I had subscribed to the service.

Cons

About performance, it's slow sometimes. About pricing, price is too high for Brazilian users because dollar is too expensive now. I'd suggest a better pricing to retain more customers.

Source: Capterra
 

Felicia from Dream4self Business Services, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Pipedrive has been a game changer for my business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Closing more sales and follow up

Pros

Letting me know how much money I have on the table.
Tracking emails, notes, and task all in one place

Cons

How when you add someone new it just puts them in the middle not add them to the bottom or top of the list. You have to go find it.

Source: Capterra
 


July 2017

July 2017

Great for what it does

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Clear linear way to track sales. You can see the deals move along the path towards success. A good product.

Cons

Not really a CRM from my limited experience. The best part is the sales pipe. I think the limitations to teams could be an issue.

Source: GetApp
 

J Scott from Bottom Line Realty Advisors, LLC

July 2017

July 2017

I'm finally not intimidated by a CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I'm busy so this was easy to learn, so easy to use. I was able to customize to fit my commercial real estate practice needs. I don't like having to put a lot of words in a feedback section, this is a waste of my time, but I wanted to go on the record and express appreciation for a product that I'm actually using. Several members of my Vistage group recommended it. In fact, one member graciously came over and showed me how simple it was to set up; import contacts and get started.

Cons

I don't always want to get "help" in a text box talk back and forth; I'd rather talk to someone on the phone.

Source: Capterra