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

1,022 Reviews of Pipedrive

 

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Software Advice Reviews (361)
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Showing 1-20 of 361

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.

 
 

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.

 
 

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

 
 

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.

 
 

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.

 
 

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

 
 

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.

 
 

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.

 
 

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.

 
 

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.

 
 

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.

 
 
 
Showing 1-20 of 661

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.

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.

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.

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.

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.

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).

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?

Source: Capterra
 

Madhu from WaveMaker, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

Easy Sales Management

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

Deal Creating
Sales Pipeline View
Email integration
Goal Setting & Reporting
Contact History
Google Calendar & Contacts Integration
Powerful API
Full Customization
24/7 Support

Cons

Not a great user interface, somehow I don't like activity tracker as well other than everything is great including pricing and ease of use.

Source: Capterra
 

Rob from BackupVault

October 2017

October 2017

Incredible. Simply the best sales and CRM software I have ever used.

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 way the activity system works that encourages you to always have a call/email/task set for a deal. It encourages you to always keep on top of each deal. I used to use Salesforce and this software is literally 1000% better. And 20% of the price.

Cons

The only feature it doesnt have is an emailing function to drip feed sales emails to potential customers. But they have solved that by integrating with https://www.drip.co so its not really an issue.

Source: Capterra
 

Babak from SKYPREP INC

October 2017

October 2017

A good starter CRM tool

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 interface was very simple. Easy to move contacts between buckets. Pricing makes sense and Support was good.

Cons

- The sync of the email isn't good and more email reminders would be better
- Some of the search functionalities could be better.
- Once we got a lot of leads we moved to a more sophisticated CRM

Source: Capterra
 


September 2017

September 2017

Simplicity

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

A well rounded CRM system with a kaban overview of the sales process and a good reporting dashboard as well as a quick and easily accessible customer database

Pros

easy to use..........

Cons

Need to pay extra for an add on to get custom fields across into mailchimp

Advice to Others

I would recommend this to others looking for a good all round crm system without too much complication

Source: GetApp
 

Maya from Business Mantra

September 2017

September 2017

I loved the way it is easy to figure out the total sales funnel and move it as per the order

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 use it to achieve daily sales target

Pros

i like the drag and drop thing and also the amount mentioned on the top for the deals, this tells me how much business i can do or am going to do with respective dates

Source: Capterra
 

Avi from Mulholland Security Centers. INC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

A great app with all sorts of features that just gets better and 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

The customer service. It is by phone. And they are happy to screen share with teamviewer if it's complicated. The support people are friendly and patient and a lot of fun to work with. It also integrates well with gmail and google calendar and our quote and estimate app.

Cons

It would be really cool if the catalog and product features were a little more robust, but I have not even asked for that yet. We are finding that our requests for features are listened to and that it is not long before the things that we ask for are made to happen by their programming team.

Source: GetApp
 


September 2017

September 2017

best 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

it is easy to use and visual, i can reach all my necessities with this crm. in two clicks you can get everywhere

Cons

sometimes they take too long to answer and support is needed

Source: GetApp
 

Ian from Roxbury Spine and Wellness Clinic
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

I love this CRM system

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

Benefits include organizational help, the reminders really help with not forgetting a myriad of things to do throughout the day.

Pros

This system is so easy to navigate and the customer support team is readily available 24-7. The Activities tab really helps with reminders.

Cons

I do not like how this CRM is not that easy to integrate into syncing emails. If it were easier, I would use this more often.

Source: Capterra
 

Nadia from PFL
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2017

September 2017

Decent but lacks in many key areas like reporting and universal functionality

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

Very easy to use. Great to see other organizations' uses and reviews.

Pros

It's very easy to use and I can access it anywhere. I like the UI; having the visibility into activity on a deal is extremely helpful.

Cons

Reporting is less than par, customer support is mostly offshore, constant problems with Google Chrome use. Would be helpful if we got an alert when a duplicate organization is about to be created

Source: Capterra
 


September 2017

September 2017

Valuable Lead Gen Tracking Tool

Ease-of-use

Functionality

Product Quality

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

Keep all of your info for leads. Set deadlines, add custom fields, etc. Easy to update status and great drag and drop features. No technical knowledge is needed to master this tool.

Cons

Can be a little confusing at times. When a team is sharing for lead gen, they need to be careful not to step on each other's toes.

Source: GetApp
 

Claire from LivingMatrix
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Best money I have ever spent

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 that I can customize my pipelines, and easily slide leads from one stage to the next. I can have multiple pipelines and everything is customizable.

Cons

I would like to see a place where I can search by last name.. it seems to only have a way to search by first name unless I am missing it :)

Source: Capterra
 

Jonathan from Ascend Training & HR Solutions

August 2017

August 2017

Fantastic simple tool easy to use and manages the sales

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 is simple to use and I found it more and more useful to manage the business as I used it and understood it better.

Cons

It should have email built into the basic package. I would like to be able to change some of the built in titles

Source: Capterra
 

Rasmus from IIH Nordic
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Great sales tool. Not 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

Getting Control of our Pipeline.

Pros

It's super intuitive to use. It is easy to get people on board and working with it. The overview of the pipeline is really important for our business, and assisting us in getting better at creating a relationship with a customer, and hopefully in the future to nurture that relationship.

If you can work with Zendesk, then support is fast, casual and to the point.

Cons

The Reporting statistics aren't that great. The dashboard is basically worthless when you can't customize the metrics.

It's annoying to have to make reports in Excel/with a third party.

It's not really a CRM in my opinion, as I would like to have more functions for Customer Relationship management on a personal level. And I am still struggling to apply all of our data, and creating lists for e.g. Email segmenting as so on

Source: Capterra