All Pipedrive Reviews

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Tanya

11 - 50 employees

Used unspecified

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

Reviewed December 2021

Pipedrive User Review

User Profile

Mansur

Verified reviewer

Business Supplies and Equipment, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

It 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.

CONS

It 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

Elliot

Computer Software, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed November 2023

Pipedrive - A Valuable Sales Tool with Room for Technical Improvement

Pipedrive has been a significant asset for our sales team, providing us with essential tools for managing our sales processes. However, there are areas where this platform could use some technical improvements. Pipedrive is a valuable sales management tool with a user-friendly interface and useful features. However, the platform's technical stability and performance could use some attention, especially when it comes to minimizing downtime.

PROS

Pipedrive's interface is user-friendly and easy to navigate. The visual sales pipeline view simplifies deal tracking and management, making it accessible to both new and experienced team members. The email integration is incredibly useful, enabling us to track and sync our communications with specific deals, ensuring nothing gets overlooked.

CONS

Pipedrive falls short in terms of technical stability. We've encountered occasional hiccups and downtime, which can be frustrating when working on critical tasks. These technical issues have led to interruptions in our workflow, and while they are not frequent, they do have an impact when they occur.

Eden

Marketing and Advertising, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed September 2021

Avoid this software unless you like terrible support + constant problems with features.

The fact is, there are SERIOUS issues with this software, their support do NOT know what they are doing at all... if you report an issue, their 'engineering' team will tell you its 'supposed' to work like that instead of fixing the issue (for example, you can select a calendar in google calendars, it then doesn't work right, and they will blame how the calendar was created, but there is no guide on how to create a calendar properly, you can select the calendar that is of a wrong time, and there is no warning that it wont work correctly to scheduler people until you start getting double booked.) As an experience development agency owner of 15+ years, these guys need to seriously learn what customer centric design is, and train their engineering team as they seem to live in some kind of 'programmers' bubble. Their first tier support staff need serious training as they cant do anything troubleshooting wise and expect you to spend hours upon hours to troubleshoot the issue for them even if they can replicate the issue. Customers would be VERY UPSET to know the issues we've uncovered that were never announced, like MASS email delivery issues... in a sales environment that would cost company's thousands, its cost us at LEAST 10's of thousands in sales before we realised and now send important sales emails via another method

PROS

The pipeline management is good in this tool, it has a good base feature set, the problem is however, that many core things are MISSING or dont work right out the box.

CONS

From the outset, this product looks good value, which is likely why it has so many great reviews, however, the more you use it and the moment you need to contact support, you realise the trouble you've got yourself into. If you are a team greater than one, then DO NOT use this software (remember, you might want to grow in future too).

Reason for choosing Pipedrive

We choose Pipedrive because of its pricing at the time, and its base feature set was enough for us to grow into, however, during this time we've grown to a large team and uncovered dozens of massive issues, to switch would cost us a considerable investment time and money wise, we feel stuck and cheated as this company is too busy spending money on flashy new features that don't work properly to fix major issues with their workflow and existing feature set.

User Profile

Stely

Verified reviewer

Retail, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

Simple 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.).

CONS

In 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

Fay

Hospitality, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

PROS

Ease of streamlining sales process and the ability to make any team member a confident front desk associate.

CONS

Building 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

Ruth

Banking, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Pipedrive is fashionable. Powerful.

Purposeful and quick. I highly recommend. Easily adaptive and quick to learn.

PROS

What I like most about Pipedrive is the ability to automate processes. It really saved me time and energy in most of the simple repetitive designs. It has really helped me own my work and I enjoy every single piece of it. Sharing my work is quite easy and effective. I like it.

CONS

Superb functionalities. Nothing to complain about. It has excellent connectivity and quick response.

Nicolo

Marketing and Advertising, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

The Best CRM on the market for small businesses

I am using Pipedrive to keep track of my sales, to monitor the sales team and to have always a clear pipeline.

PROS

I have used Pipedrive for quite sometimes now. I discovered this CRM and I was well intrigued by its free trial. Today I need to admit is one of the backbones of my business. Compared to other CRMs, Pipedrive is easy to use and really intuitive.

CONS

If you need an advance CRM for an enterprise probably this is not the software for you since it is not allowing for a full customization.

Hannah

Construction, 11-50 employees

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Improving Pipeline Successfully

Overall, it was good but I think our sales needs werent the right fit

PROS

We were trying out new software to switch our CRM, and decided to try Pipeline. We loved how easy the software was to navigate- extremely user-friendly.

CONS

We decided at the end of the day that there wasn't enough features for a construction company, so we did not continue our membership.

Mahlon

Food & Beverages, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed October 2023

Great sale tool for helping you turn leads into sales

Helps you stay organized and remember all the details.

PROS

It keeps track of sales leads and customers you have been trying to keep up with. Sometimes it takes multiple visits over years of time to get a lead to turn into a customer. This is a great way to keep track of everything and set up reminders to check back in at the right times.

CONS

It can take a bit to figure out all the features like most software products, but once you get there it's a gem.

Bobby

Retail, 501-1,000 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed November 2023

Manage your business with ease

Pipedrive has been a good find for me, it's features make my job easier

PROS

Pipedrive is as great choice if you need to analyze your sales pipeline and improve marketing as well as boost lead generation and manage contact with customers

CONS

Non, I do hope to get more awesome features in subsequent updates

Anonymous

2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

Pipedrive is easy to use and usually doesn't require tons of reading to understand how it works. They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest. It's a great tool for someone who wants something that is simple to use and doesn't cost an arm and a leg. The features are great for our small team to keep track of emails, leads and lead stages all from within one dashboard.

CONS

There are a few things that would have made it way more useful for our use case. One of these is the inability for one team member to view the mail tracking features on emails sent my other members. I person A sends an email to client 1, I cannot see the mail tracking feature to see if the client read the email or not. I have to ask each team member individually if their client "saw" their email. Another common issue is syncing. Sometimes, the platform is unable to sync emails from other accounts like Hey and it takes us a lot of time getting them to show up within the system.

Reasons for switching to Pipedrive

Streak didn't have many features that we needed to manage our leads and contacts.

User Profile

Sam

Verified reviewer

Transportation/Trucking/Railroad, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2022

Customizable CRM that is easy to deploy and offers endless customization possibilities

It is great! I've used it in the past, got locked into Hubspot for too long, and once I was out of their contract, I immediately came back to Pipedrive. Every so often, I test other CRM, and while some others may have cool bells and whistles, the features that other CRMs have and Pipedrive lacks tend to be related to shiny object syndrome. Pipedrive is practical, easy to use, and simple to train and onboard new employees. Another great thing about Pipedrive is its active community. Their forum is a great place to gain inspiration for the service and communicate with others for assistance in building unique integrations. Their support is excellent and always available via chat right from your CRM.

PROS

Most CRMs force you to use it the way they think is best. But not all sales teams are alike. Pipedrive works well for us because we can customize it to work exactly how we need it. Customizing is easy and does not require coding. Pipedrive integrates nicely with services like Zapier and various forms of plugins. This allows us to connect our CRM with all of our software applications.

CONS

Pipedrive has great email functionality, but it lacks a shared inbox (similar to Help Scout). We have a general sales email that our team manages as a sales team. If you want to use Pipedrive, you are forced to require all salespeople to communicate with their email instead of company-wide accounts. This creates separation within our organization as we can't rely on Pipedrive for email communication.

Reasons for switching to Pipedrive

I did not like Hubspot's deceiving contract terms. Pipedrive does not lock us into anything, and interestingly, the services that don't hold us to yearly contracts are the services we tend to us the longest.

Aimee

Alternative Medicine, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

I love how easy this was to set up. It took less than 15 minutes to upload my students & set up multiple pipelines to track their progress.

CONS

The billing was a little hard to navigate. I signed up months ago, but when the free trial was over somehow I was placed on the most expensive plan and when I reached out about it I was not given steps to downgrade, so I gave up. I tried doing this in Airtable & Hubspot - both took too much time 8 energy and had more steps then pipedrive. This time I figured out on my own how to set myself up with the most inexpensive plan to start, which is $19.

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.

Joseph

Computer Hardware, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

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.

PROS

Pipedrive really is built for salespeople. The reporting functions for management are there, and getting better every quarter, but is the ease-of-use for a salesperson that distinguishes Pipedrive.

CONS

Automations are generally a very strong feature of Pipedrive, but one type of automation is missing (unless you use an external service). That missing capability is date-based triggering of workflows. Pipedrive cannot yet send a birthday greeting or followup message based on a date (past or present). This is an inconvenience for us, and we have to use external tools to solve that problem.

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.

Anonymous

51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed July 2022

Good enough for your sales team

Pipedrive is an excellent software for sales CRM purpose. Very easy to deploy, sales pipeline is customizable and it is actually a good match for SaaS type of companies. We can add next activity, log them and put necessary documentation in the deals. Having subscription and invoice options are really useful to track revenues. The reporting section is useful and there are plenty of metrics. It is possible to create different dashboards with certain metrics. Lead Booster add-ons cane be useful so that you can add chat bot or connect your web forms.

PROS

Great tool to track and manage end-to-end sales activities. I like the illustrations when a deal is closed :) Possibility to integrate with many tools. Simple UI. Good reporting section with customizable dashboards. Forecasting and revenue tracking options - good for SaaS companies.

CONS

When we had a smaller team, we just wanted to have a tool that we could use to track leads and deals. As we wanted to have more teams like marketing, client success and HR to use CRM, Pipedrive is not that capable. Another issue is that you need to pay extra to use some custom fields in the reporting.

Reasons for switching to Pipedrive

For us, Zoho is designed for production or manufacturing companies not exactly for agile sales teams.

User Profile

Jennifer

Verified reviewer

Hospital & Health Care, 10,000+ employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed July 2023

The Best CRM for Newcomers is Pipedrive

Pipedrive is a solid foundational platform, and if you need more advanced features, a more expensive plan or the marketplace should have what you're looking for. Nonetheless, the user experience (UX) might use some work. As your business grows, you may want to look into different options that give a more seamless user experience and additional integration features.

PROS

Pipedrive is an easy-to-use platform that can help a small business kick off its sales and support operations. Many useful apps can be added to its functionality through its app store.

CONS

There are a few compatibility issues that make using the system less than ideal. In particular, the OpenPhone phone integration was completely ineffective, and its setup process was quite cumbersome. There is a lack of comprehensive support documentation.

Reasons for switching to Pipedrive

It's simple to modify and arrange, and it keeps tabs on your calls, emails, leads, and closed sales automatically, among other things. A graphic sales funnel and drag-and-drop transaction management are just two of its many features.

Pankaj

Information Technology and Services, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY