What are Pipedrive users saying about the software?

Pipedrive User Review

The best stand alone pipeline lead management system

When it comes to being able to track leads and do simple follow up automations pipe drive is probably the cleanest interface outside of HubSpot and the most powerful for its money and for any beginner to even advance and everything in between the software gets the job done to track leads

Pros

so power for the price and very easy to manage the pipeline

Cons

It's UX could use a bit more improvement and simplification

Great starter and start up CRM with call functions

Overall, Pipedrive is solid and a great place to start using CRM. The call features are useful when you have teams spread across the globe.

Pros

Pipedrive provides the ability to make calls right from the CRM, so all sales activity in one place.

Cons

I felt the email marketing and cadence tools are a bit too basic for what I need now.

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.

Inexpensive but Frustrating

Pretty negative. I was happy with the price at first, but pretty quickly was longing for older CRMs I had used and had a much better experience with.

Pros

It's a pretty low barrier to entry. I think we're paying ~$30 for license right now and that's one of the cheaper options I found when looking for different CRMs.

Cons

The contact organization and workflow automation. Both are just confusingly designed. There's no real list functionality that works in any meaningful way, so you'll be left with just a big block of contacts. As far as workflows, there are only 10-15 steps that you're able to create, all in relation to only 1 trigger. It's fairly feature-poor and I've basically just given up on it. What's more, an admin can't create workflows for users, and getting a staff of people who aren't familiar with workflows to create them is a near impossibility.

Important features like the app, user creation and SSO don't work well, don't bother with Pipedrive

Mixed. The product has been designed well with a lot of attention to detail but massive bugs that are getting in the way of work are not getting the required attention. As a product that is tied to my sales performance this is not an area that we can compromise.

Pros

Their pipeline view is fantastic, no doubt about it and that's what attracted me to the product in the first place. Their web form and chatbot are quite helpful as well.

Cons

Support isn't very helpful. Many times during my association with them I have felt that we are completely helpless and stuck fending for ourselves. They are polite but ineffective. We have been unable to create any new accounts on the system for over 3 weeks and ever after raising multiple tickets there is no update and no solution. Forget about using their mobile app it hasn't worked for over a year.

A CRM System that just Works for Sales Management

Overall a good experience using the platform my new team members just needed two days of training and found it easier to use.

Pros

Easy to manage different pipelines for different sales projects. The email template is one of the key features we like as it allows us to format our emails and the fields are filled in automatically, so every client receives a quality email without spending time typing out individual emails. Like the filter system that allows you to select just the clients, you wish to target and even the group email shot is an excellent tool we use often. We have added out funnels and Xero to the platform and both work perfectly with Pipedrive. Our market profile is primarily created on google documents and we have ease of importing the information onto the Pipedrive pipeline. We use the activities to set reminders which allows us to keep track of our work tasks on a given day. For sales, you can modify the platform to include the key features that you would like for your company and client information to be saved. Allows you to make group amendments in list form for a high volume of clients so if you need to split the work between the team this is an excellent tool.

Cons

The emails received are not automatically assigned to a client and sometimes land on other client's deals in Pipedrive. There seems to be a lot of downtime of late and we have had several clients confirm that they have not received the email off Pipedrive. There is a lot of new additions to Pipedrive but not enough time to learn them this can be a pro and a con. The support is not always available for immediate help. There is no key information once Pipedrive is down of who you can contact for support. I don't like the Lead section it really just sits there quite useless to us.

My best CRM platform but...

I have been using PD for more than 3 years, and I love it... in fact I recommended it to some colleagues of mine. I used it for a very particular selling task in my job. During first year I increased sales 20%, second year was 2020... and you know. I was preparing it fore this new period, but then one of the sales teams I admire the most in my business began to use another CRM very specific for this sector, and then...

Pros

I think (because i tried others), this is a software with a great ease of use and configurability, and especially it is a software that becomes addictive to use, which returns in profits for your business. Lately, a lot of updates were being made focused on controlling the communication with the client itself. Good Tech Asist too!

Cons

If I have to point a "Con" is about these updates I said before... Every new feature has a limited range of use if you don't want to pay more.

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.

Pros

Ease of use, good service. I also appreciate how fast they ship updates.

Cons

It 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.

Top of notch CRM and Sales Software

Pipedrive has been amazing for our team, we are able to keep things organized, use automations and get reports via API.

Pros

Sales software tend to be complicated, there are always many features and workflows, but, Pipedrive turns to be way more "logical" and easy to use from day zero. Features and options are well crafted, we can see that there is a pattern os use around the product.

Cons

Pricing is a bit high here in Brazil, because of exchange rates. Apart of that, Every big sales software always have something to work on. We miss some features on the Workflow Automation, like setting up an action to happen a certain time before an activity due date.

Pipedrive - All in one piece! Excellent! And I would fight for them in a new company

In my opinion, working with sales in software companies for 20+ years, Pipedrive is the best options. It's fast, easy to setup and keep running. Create workflows, change process -- all it's easy. Everytime I needed some help, the Customer Service team is very good. They have a high quality service.

Pros

It's super easy to setup and keep running. The support team -- the best ever in my 20+ IT sales experience. For sure would be my choice if changing job or building a company. No doubt.

Cons

Price, it's a little expensive. The pre-sales (SDR part) could be a little stronger and cheaper. If you have a heavy/complex process here, maybe you will need another software to handle your leads before send to the sales team. The analytics was very good for us till a moment. We move on to a BI (Google Stack) to handle all information needed.

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

Pros

Pipedrive 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

Cons

There is no cons for our team and company it´s great

Our team can stay organized with Pipedrive

Pipedrive is a forward-thinking business with a solid CRM system. Pipedrive is one of the top CRMs out there. Keeping tabs on commercial real estate leads is easy with this tool. Salesforce-based systems have previously served me poorly since they were very sophisticated for my small-scale requirements.

Pros

Pipedrive is great since it does exactly what it's designed to do while also providing so much more value than simply a CRM. Makes keeping track of agreements and maintaining a clean pipeline a breeze. Notes and phone conversations may be easily recorded. You may sort and filter anything you want in the pipeline view.

Cons

To do "granular" searches, it might be challenging. I've found it difficult to sort by really narrow criteria. My recollection is that it was difficult to sort deals by area, deal size, and other parameters.

It's visual and that makes it easy

Pros

I like the visualization of deals in the KanBan style. Makes it easy to get an overview and make changes with drag & drop.

Cons

You can transfer created automations to another user. That's annoying, especially when employees leave the company. You then have to rebuild the automations.

Great choice for small businesses or startups

I loved Pipedrive while I was using it as a beginner because of its simplistic nature, but ended up switching after our company grew past 20 employees because it could not meet our demands

Pros

I love the pipeline view and color coding. There are many features that are very basic to use and intuitive which is why I highly recommend this CRM for small companies or those that are not dealing with very large databases

Cons

As our company grew, it became more and more impractical to use this CRM for our growing needs because as mentioned, the features are pretty basic and require higher plans to work at full capacity. The support is very unresponsive and the mobile app does not work very well

Changing from Hubspot to Pipedrive

We decided to change from Hubspot to Pipedrive because we were not using all of Hubspot's features, considering many of them are more B2C oriented. Pipedrive is great as a CRM and super sales-oriented.

Pros

Pipedrive is super sales-oriented. It is analytical, clear, and easy to use. It has amazing automatization features for outbound sales.

Cons

The deploy was a lot harder than expected. The pricing is a bit salty as well.

Pipedrive : An excellent sales tool without any fluff.

Pros

I really like how easy it is to use. It has improved since starting to use. There's not a lot of extra crap that's not needed. Easily customizable.

Cons

Rare times it has been down or loaded extremely slowly. Problems like that get resolved quickly.

Great features for the price

For the cost, I think Pipedrive is a great deal. It is a very visual tool that is easy to learn. I has all the primary functions that I need from a CRM. The bottom line is, it works great as a relatively simple CRM.

Pros

As a CRM, Pipedrive is amongst the best. I use this service to track commercial real estate leads. I had previously used a Salesforce based system that was way too complex for my simple needs. Pipedrive has the simplicity and ease of use that allowed me to get up and running in short order.

Cons

I've run into some buggy features in particular with their email integration. The drag and drop of attachments in the Leads section has never worked properly. The Task management features while ever evolving are just simple for my needs. I use other tools to manage my task list with is not ideal. Customizability of the software could be more robust. There is a "Products" section that I would like to adapt to a "Properties" section but there is no easy way to convert this section into something useful for me.

Pipeline is great for managing leads’

Great!

Pros

I loved how simple it was to set up and start using right away. I’ve tried many CRMS and pipeline management apps and this Pipeline came out as a clear winner!

Cons

There wasn’t anything that I disliked about Pipeline. Great all around and perfect for what I need

Good software for CRM management

Pipedrive allows me to professionally manage my leads and automatically import my leads from the forms on my website so it saves me time and money in my business activities

Pros

Pipedrive is a very easy to use software and it makes it easy for me to manage my business activities.

Cons

What I don't like about pipedrive is that it lacks the functionality to manage quotes and invoices.

Muy buena opción

Pros

Pipedrive es el CRM en nuestra empresa, el equipo comercial usamos la herramiento de forma diaria para el aumento de la base de datos de clientes, leads, convertir los clientes, campañas de Marketing entre otros.

Cons

Facilitar el proceso de integración y onboarding.

Powerful. Great contact and prospect manager.

Learning to use pipedrive is fast, it doesn't require a lot of time for training. I recommend it for being one of the most complete and reliable CRM in terms of results.

Pros

Pipedrive is a great help in my work role, it makes me feel more capable of handling various issues with my clients without losing my mind or messing up my activities. What I like most about this software is that it allows me to see in a simple and clear way the status of each business process, highlighting the elements that require more attention. This CRM provides you with reports, statistics, has a mobile version, API, conversation tracking, compatibility with various email providers, personalization of activities and contacts, among other features that make it better than other tools on the market.

Cons

As for the price, I do not agree that the most basic and simple functions are limited in the cheapest plan, so now we use a more expensive plan.

An amazing CRM for sales folks!

Pipedrive is an ideal solution for small to mid-size teams. It certainly isn't going to have the same power as Salesforce, but sometimes you need a reasonably priced family Sedan, not an 18-Wheeler Transport.

Pros

Pipedrive has everything you need to track your sales pipeline and customers in a CRM! It also has very powerful exporting capabilities to get deals that don't close into re-marketing systems

Cons

I can't really think of any major complaints. We tried their live chat software and couldn't get the notifications to work, and it was actually a huge hassle to cancel the free trial, but that was a minor annoyance and only happened once, everything else has been fatastic.

Great for startup companies!

Pros

I like the fact that you can move deals using automation, with the use of different types of integration like email, zapier.

Cons

Nothing that I do not like with this software.

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.