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

1,038 Reviews of Pipedrive

 

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Software Advice Reviews (362)
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Showing 1-20 of 362

Stilian from The Luxury Wood Company
Specialty: Retail
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

If it works for you

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

I like it and there is little that is better if all you are looking for is a sales pipeline.

Pros

Its quick to work with, We can get a good workflow going fairly easily. Simplistic enough for new people to pick up quickly.

Cons

Not as feature rich as some other CRM's that we have tried. It would be useful to have products sold, and a quote module.

Review Source
 
 

Jong un from McLabs
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Pretty Easy to Use and Decent Value for the Money

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Is easy to get started, set up and use the software. The entire experience was great. Easy to export data.

Cons

It is great for getting started but when you need to pay extra for advanced options. Also hard to integrate with other softwares.

Review Source
 
 

Gavin from 2plus
Specialty: Engineering
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Pipedrive from a small company perspective

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Very happy with our purchase, but I definately recommend opting for the gold option, the manual cut and paste of bcc to integrate emails becomes tiresome very quickly

Pros

User interface provides excellent overview of our progress against our sales plan and we can easily drill down to get details
Integrates with mail, calendar and other cloud based apps we use with a few mouse clicks
Very easy to learn and use
Data migration from our old XL s/sheets was seemless
Very quick response to help requests from the support team

Cons

One minor detail, it would be nice to be able to select more than one person when viewing the activity calendar. The support team have passed our comments to the developers, so this might be a feature of future versions

Review Source
 
 

Monica from Inspired Bronze
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Great for keeping track of potential and current customer orders

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

You know who "owns" the current order and it reminds you of activities that still needs to be completed

Cons

I would be nice if it would keep reminding you of activities that need to be completed util you actually complete them.

Review Source
 
 

Kathia from Monkier.com
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Very user friendly CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The value for money is great, the basic needs are covered and without sweating long periods of time on training on how to use a CRM

Pros

Is vey friendly to understand, setup and use. The overall experience is very friendly with the users, is easy to create, fill, review, search and export; which sets a very important difference from other CRM's.

Cons

You can't set advanced options like sums in fields, or specialized quotes without paying another service.

Review Source
 
 

Norman from Teamsourcing
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Very general solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The system does not integrate with Outlook Calendar(or any other mail/calendar platform), the more we use Pipedrive, the more clear and serious this weakness becomes to us.

Pros

Easy configuration
Handy managerial reports
It helps me staying engaged and organized with my prospects.

Cons

Very difficult to tie with your inventory
It does not integrate with Outlook Calendar or any other platform

Review Source
 
 

Alex from Hodgestone Finance
Specialty: Mortgage
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Great and Easy to use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Very user friendly, you will know that status of your deals at all time. I fused correctly, it will greatly help the processes in your business.

Cons

It is tough to import files from Google Drive as it does not mirror the files you are wishing to import.

Review Source
 
 

Melissa from Office XYZ
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Best use is for smaller businesses or solo-preneurs.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This was easy and intuitive to use for my personal contacts and sales. It has a lot of API's and can connect well with Zapier.

Cons

While trying to get a team integrated and using the software, it has been clumsy and time consuming for them to update, find contacts, and make calls quickly. I don't recommend this for team and call center use.

Review Source
 
 

Carla from Aftermarket West
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

User Friendly for CRM Software Novices

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Most of these CRM software Programs function too much on selling a product from beginning to end and not on the account management aspects of the sales process. That is my primary complaint of the CRM industry as a whole. That said, I researched dozens of CRM software options and this was the most user friendly for the price far and away, especially for a small business.

Pros

This software can be easily customized to fit almost any company's needs. Reports are easy to customize as well. When you have people in your company with varying abilities when it comes to software capabilities, you can easily train anyone to use the program.

Cons

I wish the search and generation of a report by city was a bit less cumbersome for the novice user.

Review Source
 
 

Alejandro from AGL Capital
Specialty: Banking
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Great value for money

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Really good SaaS

Pros

Flexibility, ease of use, simplicity. Lots of fields may be customized to the business's own cycle and needs. Great integrations.

Cons

Not a lot of features, some things are clearly a beta mode, like the forms. Mailing should be included in the most simple plan.

Review Source
 
 

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...

Review Source
 
 

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.

Review Source
 
 

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

Review Source
 
 

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.

Review Source
 
 

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.

 
 
 
Showing 1-20 of 676

Fernando from iClinic - Software para gestão de clínicas e consultórios
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

We use pipedrive not just to deal with our sales pipelines, also customer experiences processess

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

Easy to use pipelines to track processes.

Pros

It is very easy to use, anyone could start using very quickly, you can customize your stages and create sevaral different pipelines and keep tracking of all your process. Statistics and reports are very good, keeping almost all important KPIs and performance numbers very clear.

Cons

It lacks some functions to become a complete CRM tool, the pricing is expensive for the gold plan that allows you to send mails and create really engaging campaigns for your customers and users. There is a big gap of pricing from the Silver Plan to Gold.

Review Source: Capterra
 

Fernando from Hashtag700
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

November 2017

November 2017

Incredible straightforward, perhaps the best tool for beginners.

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

What it's really cool is the way you can maintain and track your generated leads into an actualized sales process that works seamlessly with this tool. From first meeting, to proposal to general questions your lead may have to follow up questions/e-mails are easily tracked and stored where the entire chain of sales is managed with ease.

One of the better uses for this system for administrative work where a sales consultant may integrate it as a full-blown calendar and allow for tracking and movement of sales leads from the office or even using your mobile device.

Cons

The email integration isn't perfect yet; although they are currently improving this so I would expect this to better soon... I'd like to see larger photos of the contacts - but this is only a small issue...

Review Source: GetApp
 

Adam from ConciergeWP.com

November 2017

November 2017

So far so good.. only 2 months in, but I am sticking around!

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

Love the pipeline visual method. Works for me just dandy. Matter of fact, it's the topic of this weeks podcast that I am about to record. I did test 3 CRMS, started a few months back.. narrowwd it down pretty quickly, and PD is the winner.

Cons

The $ investment for the full email sync. I do understand that one needs to invest pay for quality but other CRMS give full email sync for less if not free. Just saying. You asked!

Review Source: Capterra
 

Jonathan from Forte Financial
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Up and running in no time

Ease-of-use

Functionality

Product Quality

Customer Support

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

The ability to see all of our workflow in one single place as well as communicate with clients directly within the system so that all conversations relating to deals can be easily found

Pros

The best part about the software was the ability to create lots of different workflows for various parts of our business. We were working on lots of different processes but needed to centralise client contact with all of them

Cons

Ours is a business to consumer setup and so we have no real need for the organisation aspect of the system. Having the ability to remove this would be cleaner

Review Source: Capterra
 


November 2017

November 2017

Simple...but just what I need/want.

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

When I first looked at it (along with a list of others), I wrote beside the name "too simple" - and crossed it out. I tried all the others and then circled back to Pipedrive. It seems "simple" is exactly what I needed. Not too many bells and whistles...but exactly what I wanted/needed. Previously I wanted a CRM as part of gmail and to be able to work within gmail...until all of the reminders started clogging up my account. It became too overwhelming. I wanted a separate space to work on sales...and then not look at it when I wasn't working on sales. BUT...I wanted my inbox/emails tied to the CRM IN the CRM....I didn't want to forward email, bcc it, etc. My complete inbox is in Pipedrive and emails are linked to the correct leads. It really does well.

Cons

With canned emails, you can't attach a photo. At least not that I can figure out. But other than that, I really can't think of anything.

Review Source: Capterra
 

Cristina from TOWN Web Design, LLC

November 2017

November 2017

Mobile friendly and intuitive

Ease-of-use

Functionality

Product Quality

Customer Support

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

You can integrate it with most Google applications, and you can fully tweak your workflows. It is organized, the layout is very easy to understand, as well as the statistics and reporting. Customer follow up is great too.

Cons

Pricey, but should be well worth it. I just wish there's more flexibility in the plans offered, otherwise, it's really great.

Review Source: Capterra
 

Michael from SpotOn Consulting
Number of employees: 1 employee Employees number: 1 employee

November 2017

November 2017

Outstandingly simple - Combines Visual with Analytics

Ease-of-use

Functionality

Product Quality

Value for Money

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

Loved how simple it was to set up.

Enjoy how it gives peace of mind that the data is safe and easy to access.

Loved how I could switch from a "visual" view to a "spreadsheet" view at a click of a button.

The custom fields are a winner!

Cons

The mobile app did not work 100%. I was frustrated with the fact that when I moved a card from one phase to the next it didn't always sync that way. On Desktop it was perfect

Review Source: GetApp
 


November 2017

November 2017

Use it to keep records of my leads

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

Easy to find information about all deals whether they are mine or my colleagues'; also use it a time management tool

Cons

Often doesn't show the updates I made in real time - still shows that the tasks are not complete until I renew the window

Review Source: Capterra
 

Preston from Millo
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

I use Pipedrive to keep my sales funnel moving along and I love 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've sold thousands of dollars in sponsorships with this tool.

Pros

It's easy-to-use and very customizable. What I also love is that it totals up my potential revenue in the top of each column so I can see where the bulk of my funds is getting hung up. Great feature. I also like the email feature where I can forward emails to my account and attach them to certain customers for future reference.

Cons

It's a little more clunky than I would like. I would love a minimalist version. It's trying to be a CRM while also being a sales funnel tool. Which I completely understand. But for my use, it's a bit over-featured.

Review Source: Capterra
 


October 2017

October 2017

Practical Reliable

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

Better management of my sales pipeline

Pros

Easy to use
Helps track sales process
Keeps you on track
Able to make notes on client accounts
Apps are great for iPad and iPhone

Review Source: Capterra
 

Bill from Allied Contractors Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

A simple and intuitive tool that provides all the support to hat you need

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

Simplicity of use with ability to customize. Easy to get the team on board too. A great team communication tool

Cons

Can not customize reports yet - not fully suited to a construction business development and estimating cycle

Review Source: Capterra
 

Bona from Ekohe
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

This is by far the best CRM I have used, and continued to use, for work every single day.

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

Incredibly easy to use. Interactive UI design. Utilizes visuals to move deals down the pipeline. Extremely customizable. Simple, yet elegant. Very useful and important. Helps me in figuring out my day's work and when my deadlines are in a very direct manner. I don't have to fiddle around to figure things out, it's so user-friendly. Makes my work more efficient. Speeds up my processes. Keeps me organized. Would recommend 10/10!

Cons

I can't think of much, except that I've put my deals into several "Categories" and I haven't been able to figure out or research how to sort them out into their categories so that I can view them in their associated groups. Also would love if my co-workers' deals didn't mix into mine to keep them more segregated, but it hasn't been much of an issue at the moment.

Review Source: Capterra
 

Cheryl from Annex Dance Academy Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Great way to prevent leads from falling through the cracks!!

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

Being able to follow up on each and EVERY lead. Nothing falls through the cracks. Love the integrations with other apps too.

Pros

The best part is that it is super customizable. You can create as many pipelines as you might ever need and you can have as many stages as you might ever need.

Cons

It would be great if I could preset activities to trigger without having to pay to use Zapier. I would also love to post reminders or 'notes' to help employees remember what to do next in more details. Almost like when you add a 'comment' to cell in excel - you hover over the cell (or in Pipedrive's case the stage) and a more detailed explanation would appear. This way the titles of my stage could remain shorter and have a more tidy appearance.

Review Source: Capterra
 

Shailendra from Pramati Technologies
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2017

October 2017

Great CRM tool with good 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
Pros

Interface is friendly helps to follow up easily. Integration with email, adding the tasks and events is the best part.

Cons

Can improve the process of downloading reports. Can be helpful if some warnings pop-up if we add duplicate deals or contacts.

Review Source: Capterra
 

Jyothish from Pramati Technologies Private Limited
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2017

October 2017

It's a software very useful for sales & lead generation folks. Pipeline management was never so easy

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

Entire pipeline management and lead generation works seamlessly using pipedrive. Was really beneficial for sales & marketing coordination.

Pros

Niche focus on pipeline management and lead generation. No other tools provides this easiness and exclusive features in pipeline management.

Cons

The user interface could be improved, specially the color palettes in deal categories. Also can add advanced analytics.

Review Source: Capterra
 


October 2017

October 2017

great CRM for a startup that sells to BTC and BTB

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

being able to run at opportunities more proficiently

Pros

the next step functionality is a great way to keep on top of your opportunities. It forces folks to set up a follow-up activity so nothing falls through the cracks.

Cons

reporting is not as robust / easy to use as I'd like. I'd love to be able to segment more and provide reports that are more accurate.

Review Source: Capterra
 


October 2017

October 2017

Pipedrive is very easy 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
Pros

I like the introductory tutorials and help videos that make everything easy to set up. The user interface is very intuitive and I could pretty much figure out how to change the sales pipeline for my needs.

Cons

The integration element with mail chimp was frustrating. I thought I could integrate easily, but it turns out I had to get pipe chimp and that was one more thing to figure out.

Review Source: GetApp
 


October 2017

October 2017

We literally jumped from excel spreadsheets to Pipedrive over night and haven't looked back

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

Great service, easy to use, finally got rid of many excel sheets...

Pros

We have setup multiple pipelines to track sales from each of our stores, we have setup a pipeline to manage the internal ordering process, we track marketing projects and are now implementing the after sales process. All of this was configured and implemented while our company was going full speed ahead. There was a solution for most problems we threw at it. Although not every detail can be configured with thousands of parameters, most things can be accomplished with a few clicks in a simple way. If its not built in, you can almost be certain you can extend Pipedrive with an external service and automate through other fantastic products like Zappier. If theres an issue you can contact support and almost immediately get an accurate response.

Cons

The only issue - that ist not actually related to Pipedrive - is we sometimes have internet downtime due to construction work. If there was one feature I would love to see, is the ability to automate daily backups to CSV / Excel so when the internet is down you at least have some reference when a client calls.

Review Source: Capterra
 

Marcin from RoboCAMP
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

At work, I basically live in Pipedrive. It's intuitive and it streamlines our sales process.

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

In my line of work using Pipedrive is about the only way I can manage my communications with my clients. It also helps me manage my activities (my daily tasks) and my sales funnel. Honestly, we would not be able to work efficiently without Pipedrive.

Pros

I really like the interface which is elegant and very functional. Also, it has all the features we need but it's still relatively simple and uncomplicated. I appreciate that their development team keeps adding new features and keeps ironing out some minor issues.

Cons

Pipedrive team keeps improving their product all the time. Most of the issues I had with it had already been fixed. The only real downside is that (at least for us) it takes a long time for the emails you sent to a customer to sync and show up in Pipedrive. It's especially true if they contain attachments. Plain text emails show up on the lead's page almost immediately. Maybe it's just the servers we use for our company email, idk. Also, I think all input fields should be searchable (they are working on it).

Review Source: Capterra
 

Liz from Saleme Insurance

October 2017

October 2017

Pipedrive has helped me become more organized and able to keep everything in one place.

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 ability to customize the fields is key for me as I write home and auto as well as life insurance. It is so easy to move your case along from the moment of prospect to either a client or lost account. You can track all of the information in one centralized location which helps me see what I am working on. Being able to schedule my next steps for each case is also convenient and helps me make sure I am doing what I need to do on my end to help close the sale.

Cons

I wish it could interface with our Agency Management System so I am not entering client information such as steps and notes in two separate systems. Maybe I can do this and just don't know how to yet?

Review Source: Capterra