All Pipedrive Reviews
1-25 of 2,804 Reviews
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Tanya
Mental Health Care, 11 - 50 employees
Used unspecified
OVERALL RATING:
4
Reviewed December 2021
Pipedrive User Review
Mansur
Verified reviewer
Business Supplies and Equipment, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2022
Pipedrive: A Comprehensive Tool for Managing Customer Relationships, Tracking Sales, and Organizing
Overall, it is a great tool for businesses of any size that need to manage customer relationships, track sales, and organize marketing campaigns.
PROSIt 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.
CONSIt 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.
Reasons for switching to Pipedrive
I decided to make the switch to Pipedrive because I wanted to have an efficient way to manage customer relationships, track sales, and organize marketing campaigns. With Pipedrive, I can keep track of all customer information and interactions in one place, set up automated tasks and follow-ups, and gain insights into my sales process with the analytics and reporting tools it offers. Additionally, it is a more cost-effective solution than other software I was considering.
Vendor Response
Hey Mansur, We truly appreciate your insights! We will make sure to forward this feedback to our dedicated teams for consideration in future improvements. If there is anything we can help with, let us know and we will be more than happy to help!
Replied March 2023
Stely
Verified reviewer
Retail, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2023
Very Useful Sales Tracking Software
In its capacity as a customer relationship management (CRM) system for our sales staff, it has proven to be rather effective. Although rather elementary, the lead assignment workflow automation is quite accessible and user-friendly.
PROSSimple to navigate and modify to fit your needs. The majority of the description of features and abilities is written in straightforward English. Resources for understanding one's talents are readily available and simple to use. A thriving ecosystem for third-party app integration, allowing us to seamlessly bridge gaps between essential business tools (email, Teams, Zoom, etc.).
CONSIn all honesty, I can't think of much that I dislike about Pipedrive. Its interface may benefit from some modernization as it now appears somewhat dull and uninspiring. There is no more information.
Reasons for switching to Pipedrive
PipeDrive is helping our company spot income leaks and find ways to re-engage with existing clients and prospects. We've been able to get everyone on the Sales Team on the same page and working together toward a same objective thanks to this.
Vendor Response
Stely, We truly appreciate the insights! Keep an eye on our Pipedrive Community to follow the news.
Replied September 2023
Michael
Media Production, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
FUNCTIONALITY
5
Reviewed February 2024
Easy to use CRM
There are many features to manage your clients and leads. It is easy to write notes, create voice notes (on the phone app), and schedule follow ups.
CONSYour clients can get lost in the shuffle if you do not schedule a follow up for them. Running reports also tends not to be as straightforward as Sales Force.
Zeynel
Media Production, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
2
EASE OF USE
3
FUNCTIONALITY
5
Reviewed December 2022
A Powerful Tool for Organizing and Prioritizing Sales
All in all, I have found Pipedrive to be an incredibly useful tool for managing and tracking my sales pipeline. The features are comprehensive and the customization options allow you to tailor the platform to your own needs. The cost can be a bit prohibitive, but if you are looking for a powerful sales tool, Pipedrive is definitely worth considering.
PROSPipedrive has been an incredibly helpful tool for helping me to organize and prioritize my sales. It has a really intuitive design that makes it easy to use and the customizable options allow you to tailor the platform to your own specific needs. The analytics and reporting features are also very comprehensive and provide valuable insights into our sales pipeline.
CONSOne downside to using Pipedrive is that the cost can be quite steep, especially if you want to unlock all the features. Additionally, there are some issues with the user interface that can be confusing at times.
Reasons for switching to Pipedrive
One of the major advantages that Pipedrive has over its competitors is its powerful analytics and reporting features. It can provide valuable insights into your sales pipeline that can help you to make better decisions about how to manage your sales. Additionally, the customizable options make it easy to tailor the platform to suit your specific needs. Overall, Pipedrive is a great tool for anyone looking to organize and prioritize their sales.
Fay
Hospitality, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
Pipedrive in Pet Care
love it, highly recommend it. The ease of using the templates and auto emails makes front desk life much easier and cuts down on errors and time waste. Also improves client experience we detailed professional emails available at a click of a button
PROSEase of streamlining sales process and the ability to make any team member a confident front desk associate.
CONSBuilding it out - I needed to hire to do this, and I do not love how the template emails font doesn't show in PD, so it is easy to have templates with two font types if you edit them.
Reason for choosing Pipedrive
ease of use for multiple locations and multiple pipelines
Kerry
Furniture, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed September 2023
Very underrated CRM system. Works wonders for our sales operations
Pipedrive has completely transformed our sales and CRM operations. Thanks to it, we've saved hundreds of working hours from having to send routine sales emails or set up campaigns because it's all done automatically. It's automated a lot of the processes that used to take up our time and effort. All in all, it's a wonderful tool for boosting your sales output
PROS1. The custom propert option is a fantastic addition for setting up workarounds for when the standard properties aren't enough.2. The automated workflows are great as well. You can set up automations for everything from logging activity and moving leads down the pipeline, to sending a simple introductory email.
CONSIt's difficult to become a confident user in the beginning. It would be a lot better to have improved onboarding.
Reason for choosing Pipedrive
The other tools are bigger, but Pipedrive seemed like the most robust tool out of them, so we decided to go with it in the end. The price tag was also a major advantage for Pipedrive, especially over Salesforce.
Vendor Response
Thank you very much for your detailed feedback. We truly appreciate it!
Replied March 2024
Alexis
Construction, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Pipedrive Has Been an Exceptional and Super Effective Software
the experience I have with Pipedrive is amazing.
PROSI like the reliability of Pipedrive. It has been and amazing customer engagement tool that has been working so well. It is so affordable.
CONSI do not dislike Pipedrive at all. Pipedrive has been so amazing.
Jonathan
Computer Software, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
5
Reviewed February 2024
Amazing option that adjust to many industries
Great. It can work, isnt difficult to understand it.
PROSI like that you have many functionalities that you can use together to have a detailed sales workflow
CONSWell, i think that support. Once i had a personal training and was very unuseful.
PJ
Aviation & Aerospace, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
2
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed February 2024
A Decent CRM But Difficult to Customize for Our Sector
The reporting was good, easy to integrate customer lists and data processing.
CONSIt was geared more toward a high product sales sector rather than a services sector so it was somewhat clunky for what we were using it for.
Sahar
Apparel & Fashion, 1 employee
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed February 2024
Pipe drive features and drawbacks
Overall it is easy to use and it’s the perfect choice for sales team to improve performance
PROSWhat I like most about Pipedrive is that it is user friendly unlike any other softwares I have used. It is organized and I can search and navigate through the contacts easily. I can track sales and progress effectively making me focus on productivity
CONSReporting capabilities can be a little limited. And the mobile app needs more improvements when it comes to performance and features
Anonymous
2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed August 2020
Great for a small business with a small team
Our team is satisfied with Pipedrive so far because it is the only tool we could find that does what we need. We would love for more features to be added, but at present it is working for us.
PROSPipedrive 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.
CONSThere 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.
Reasons for switching to Pipedrive
Streak didn't have many features that we needed to manage our leads and contacts.
Amanda
Professional Training & Coaching, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
I LOVE Mailigen
I use Mailigen almost everyday to send email broadcast/campaigns and to run reports on the effectiveness of the campaigns. I love how the reporting breaks everything down for you and is very easy to read and understand.
PROSWe 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.
CONSMailigen can be a little clunky in that when you are scrolling through the senders, it doesn't allow for alphabetical order.
Reason for choosing Pipedrive
Mailigen's support team was quick to respond to our inquiries and was very helpful in the setup of our account.
Reasons for switching to Pipedrive
We needed something more robust and easy to use.
Joseph
Computer Hardware, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2021
Big fan of Pipedrive
I happen to be a Pipedrive user. I am also an independent reseller of the product, as well as an integration consultant (pipedriveexperts dot com). I have helped hundreds of customers integrated dozens of different CRMs. No single solution is perfect but I find that Pipedrive is the right choice for a large majority of our clients. Pipedrive strikes the right balance between features, ease-of-use and cost. I am happy to say that their technical support is (by far!) the best I have seen from any CRM. I recommend Pipedrive to many types of businesses.
PROSPipedrive 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.
CONSAutomations 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.
Reason for choosing Pipedrive
Pipedrive strikes the right balance between features, ease-of-use and cost. I am happy to say that their technical support is (by far!) the best I have seen from any CRM. I recommend Pipedrive to many types of businesses.
Amanda
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2022
Pipedrive is a total game changer! Hands down BEST CRM
Our customer service has been phenomenal since implementing Pipedrive! It's extremely rare a new lead or a task for a customer is missed and that only happens from user error (not setting a task for that customer). No more paper files. The activity log Pipedrive keeps of all our employees is an awesome feature too! We have used a few CRMS over the years and this one is by far the BEST. No big issues and we've been using this one since about 2017. Other CRMS are cheaper but like the old saying, you get what you pay for!
PROSPipedrive 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.
CONSThe 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.
Reasons for switching to Pipedrive
The other CRMS just didn't have everything we were looking for in a CRM
Andrés
Verified reviewer
Public Relations and Communications, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2022
Massive Pipedrive fan
Being able to manage our customer base and network in an easy and usable way. Also it has become my second brain. Best software I have found for this. Strongly recommend. I have used [SENSITIVE CONTENT] coaching and group sessions to get more skilled in using Pipedrive. I also recommend [SENSITIVE CONTENT] He is very good.
PROSEase of use, good service. I also appreciate how fast they ship updates.
CONSIt is a little bit too much focused on sales for me, as I am mainly using the CRM features but I understand that that is its main use for most people.
Reason for choosing Pipedrive
Cheaper and more lightweight and web based. Also I saw how fast people were adopting it.
Reasons for switching to Pipedrive
It was recommended to me.
Aimee
Alternative Medicine, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Fast, Simple to Set Up, Intuitive Pipelines
Excellent. When I try a software, give up and try to find an alternative then come back - I know it’s good. No other tool really measures up to this, and even though there are other software that do the same thing - the interface on this wins in every way.
PROSI 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.
CONSThe 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.
Reason for choosing Pipedrive
Faster & much more simple! I tried to set this up in hubspot and it required at least 5 more steps for every program and course I was setting up. Too many steps is an automatic no for me. Pipedrive has no steps to set up, just type into template,m!
Reasons for switching to Pipedrive
Active campaign was just too clunky, and felt really heavy and cumbersome to use. I prefer lightweight, fast, easy to set up and use tools that make me happy when I use them.
Mario
Human Resources, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
So far, the best CRM
We have been using pipedrive for about 5 years ad its amazing the way you can make everything from here
PROSPipedrive is one of the best tools ever. You can have a very complete CRM system but also, a contact center, chatbot, email mkt and dashboard with personalized reports
CONSThere is no cons for our team and company it´s great
Reason for choosing Pipedrive
The price and features that pipedrive have
Reasons for switching to Pipedrive
M Dynamics was very difficult to use and not so friendly for the team
Kurt
Oil & Energy, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2016
Pipedrive is EXACTLY what our sales/CEO needed.
We used to use endless excel spreadsheets and Dropbox to keep the sales/CEO up to date. This system did not work very well and was not helping our sales team and president/ceo keep up to date on the status of contracts 'in the pipeline'. When I saw an ad on Facebook for Pipedrive, I instantly knew it would be a perfect fit for our organization. It's super easy to use All you need is a browser. No more excel spreadsheets, dropbox accounts, syncing issues etc. The sales team / CEO can add new 'deals' in just a few clicks. When I gave my presentation to Management, they instantly "got it" once I dragged a new deal from the first stage "initial enquiry" to the second state "contact made". When I then updated the deal to indicate that a proposal had been submitted, I dragged the deal over to the "proposal submitted" stage and everyone said "aaaaahhhhhh". Favourite Features: 1. Ease of use. - All you need is a browser and there is a mobile app. 2. Deal stages - You can drag a deal from various stages (use the default or customize with your own sales pipeline) to instantly show what stage your deal is in. You can also have MULTIPLE pipelines. For us, we have a Primary and Secondary Pipeline 3. Creating Activities / Tasks - You can assign tasks such as 'emails, lunches, phone calls, follow ups' etc and have them assigned to users. Those users get automatic email reminders the morning the task is due. 4. Indications for overdue Activities / Tasks - You can instantly see (via a green, grey, yellow or red) Icon next to each deal if you have a task that is due today, or overdue, or no task assigned yet. 5. Reporting - You can instantly see in the 'dashboard' your current sales performances such as deals won (and for how much), the dollar amount of deals in the pipeline for each week, month or quarter etc, deals lost etc. 6. Email functionality - You do not have to manually copy / paste emails into Pipedrive deals. If you use the deal specific bcc address, all information in the email is automatically entered into that deal. 7. File uploads - You can upload your presentations, proposals straight into pipedrive. 8. Customization - Just about everything is customizable. 9. Deal Rotting - Deals are highlighted in red when they are 'rotting' meaning no activity over the past X number of days. 10. Dollar Amounts - Each deal can be given a dollar amount.
PROSEase of use. Deal Rotting Deal dollar amounts Dragging deals from the various stages Multiple Pipelines Outlook Email Integration Mobile App Everything is customizable File uploads Weighted deal dollar amounts Color coded icons for activites that are due, expired, or have not been assigned yet emails for activities that are due that day.
CONSSometimes when you add a deal, you ahve to refresh in order for it to show. Also when you edit a deal and add a note for example, that deal moves to the bottom or top of the list in that various stage. It would be better if that deal stays where it currently is in that stage, even if you update something in that deal.
Scott
Commercial Real Estate, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2020
EASY PEASY!
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.
PROSWe 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.
CONSThe 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.
Reason for choosing 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.
Jill
Music, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed January 2023
Pipedrive-Great workflow! (when it's flowing, that is)
We have been very happy with Pipedrive as a CRM program. It's relatively clean and user-friendly. It manages our customer database extremely well and makes the flow of adding customers, handling issues and ending our relationship with them easy. The automatic features are a huge timesaver when they work properly, 90% of the time and a big time-suck when they don't. A slightly less cluttered menu and contact card would be nice though. They have been receptive to feedback and are already planning changes for 2023.
PROSPipedrive is simple to use and very easy to see what's happening visually. It's great for onboarding new team members and pulling data and information you need if it's not overly complicated. It has some great features like customizable data fields and pipelines and workflow automations that will automatically send emails or generate tasks for you as you work and move pieces. It integrates with many high demand products like Textline, Gmail and more. The storage has been fantastic.
CONSAs soon as Pipedrive makes a change, something goes wrong. It seems everytime the software is updated there is a glitch to be fixed. Or if we attempt to make changes to automations, we lose the feature of auto-generation for a time being. Their help-chat is not all that helpful unless you commit to staying on with them and hammering out the issue until they send it to the engineers/developers. There are some limits to what web forms and automations can do at this time. The "insights" feature and dashboard are clunky and not inuitive for charting your company's progress. Even more frustrating, you can't seem to eliminate pieces you don't use so the side menu gets filled with pieces like "marketplace" and "products" that you may not even use.
Reasons for switching to Pipedrive
Plan Plus was very outdated and didn't meet our needs. LACRM was a test run and it was just far too limited in use even for a small company.
James
Gambling & Casinos, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
A Great Choice in CRM
Overall, my experience with Pipedrive has been very positive. The software's user-friendly interface, powerful reporting and analytics features, and sales management tools make it a top choice for businesses looking to improve their sales performance. If you're in the market for a reliable CRM software that's easy to use and packed with features, then I highly recommend checking out Pipedrive.
PROSI have had the opportunity to explore and evaluate Pipedrive software. In my experience, Pipedrive is a highly effective customer relationship management (CRM) software that helps businesses streamline their sales processes. One of the main advantages of Pipedrive is its user-friendly interface, which makes it easy for both sales representatives and managers to use. Additionally, the software offers powerful reporting and analytics features that provide businesses with valuable insights into their sales performance.
CONSWhile Pipedrive has many benefits, there are some cons to consider. For instance, the software's pricing model requires businesses to upgrade to a paid plan to access some of its features. Also, some users have reported that the software can be slow to load when working with large amounts of data. Despite these drawbacks, I believe that Pipedrive remains a highly effective tool for managing and optimizing sales operations.
Vendor Response
Hi James, Thank you very much for your feedback! We apologize for any inconvenience the slowness experience may have caused in your business, we can understand how this can impact your work. Service interruptions can be caused by different factors but we can guarantee we will look into any issues being reported carefully and as quickly as possible. We would like to reassure you that our Support Team is here to help you 24/7 and we will be more than happy to help with any questions you might have. We will forward the feedback internally and make sure it will be taken into account for future improvements. Thank you!
Replied March 2023
Juliana
Logistics and Supply Chain, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed October 2016
Use better your time to be Productive and reach Results
Firs of all Pipedrive took me off all the excel spreadsheet, and I used to have hundreds of them. I haven’t taken any training, but it wasn’t really necessary because you can learn it all by induction. I liked the colors, it’s not polluted so it doesn't hurts my eyes. As I was not used to such a tool, it was very uncomfortable for me at the beginning, because it’s kind of boring to write down every call you make, and every activity you do and yet remark the next step. But after few days I already got used to that. So after awhile I started to see my days yield more. I started not to lose clients or negotiations, and mistakes was reducing. It was when I realysed how Pipedrive made my routine become healthier, because now I work the same time, but I produce more and I am less stressed because I don’t need to bring work home. I Know it’s gonna be easy for me to find anything easily in the next day with PipeDrive, so why keep tinhking on that after work?
PROSI 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.
CONSI 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.
Troy
Oil & Energy, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed October 2016
Best CRM we have had
It works! Out operation has had 3 CRMs over the past 6 years and none managed things well for a sales outfit in a construction company. (The damage that causes the agents who sometimes have long timelines in the sales process and referral process is excruciating since no CRM is adapted to offload and download data from another We like the flexibility of applying to our sales process and keeping track of each prospects stages/activities and not have to adapt to precepts that don't apply and only get in the way. It really is your CRM. The feedback from Statistics and Analytics is stimulating and encourages one to apply themselves to the system they designed thus developing better business habits which in turn gives better stats and a better view from which management can coach and serve from.
PROSSeems kind of redundant with Review above.
CONSIt would be nice to be able to review the Activity list page by our Stages. In other words typically cycles are monthly but what is focused on at the beginning of the month is different than what is at the end of the month. For instance at the end of the month you may want to focus just on final stage folks. Another focus somebody might have is they are working a particular area and want to see what else is left on the table while there and arrange schedules accordingly. In other words just being able to organize on the Activities page by city/county can increase efficiency in the field. Your Contacts page has that option but nothing comes up in the columns for anyone. I don't know if this is a challenge with out set up by our admin. but once we have a the client sold they fall off our radar for the Deals page. We have a few milestones that include us agents which includes pumping clients for referrals and visiting with them on a anniversary date. The only way I can keep them on the radar is to use the Activity page and just label them a Deadline so I can review those by that definition. So all I use Deadline for is follow-up with clients that are purchasing or have purchased. Lastly a small but big 'thang', on the client Deals page where we have a pending activity it would be nice to click the pending activity button and the courser lands on a fresh line above the previously typed material so we can just add an update without having to click to front of material, return and arrow up to update. It's a very repetitive procedure every time you go into an activity.
Mohit
Computer Software, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed February 2022
Pipedrive - User review
It is a decent CRM to use for start ups. Doesn't have advanced features like mapping and in depth reporting like Salesforce.
PROSSliding feature where opportunities can be moved easily from one tier to another.
CONSNo calling functionality. Email sync also does not work well sometimes. Doesn't track all the emails sent/received
Reasons for switching to Pipedrive
Efficient and well-integrated with Gmail
Vendor Response
Hi Mohit! First of all, thank you very much for taking some time to provide us with your feedback. We are happy to know you like Pipedrive and we are here 24/7 to help with any doubts or help you need! Regarding the calling feature, with Pipedrive's built-in Caller feature, you will be able to directly click and make calls to your customers without leaving the Pipedrive web-app, as well as automatically log all of the calls as activities for effortless reporting. Here is our support article for additional information: https://support.pipedrive.com/en/article/caller Also, the email tracking is done by adding a tracking pixel to each email where tracking has been enabled. If a contact you are emailing has images disabled in their email client or if the email is set to plain text (instead of HTML) the tracking pixel will not work Once again thank you for your feedback! Do not hesitate to reach us if there is anything we can help it! Kind regards, Pipedrive Team.
Replied March 2022