Very happy so far with PipeDrive - agonised initially about using it because of weaker marketing automation features and 1000 email limit on emails, but still its quick and easy to use and less 'how do you do that' than any of the other five or so CRM's we experimented with. Strongly recommend.

Well integrated CRM that works. Clear, easy-to-navigate from company to lead to deal. Does not try to pretend to be a jack-of-all-trades. An excellent integrations universe provides options for superior specialist apps to provide improved functionality in that area of speciality. Looking at you Ontraport. Pricing is reasonable:- we are paying £150 for three users. Not cheap - its on the edge of our own affordability, but not as expensive as the frankly ridiculous HubSpot pricing. Nice free trial process and easy to start without nonsense of having to be sold to be some US-based rep for which I just do not have the time. Keap lost out to us here...

Maximum of 1 000 names on an email. Even as a small SaaS business we will be hitting this limit with six months. The work around is relatively simple: we have used MailChimp, for which there is a great integration in PipeDrive. Using MailChimp means we do not need PipeDrive Professional (and MailChimp is cheaper than the extra cost of Professional over Advanced) but I would rather pay a bit more for an integrated solution. Design is perhaps not as slick as HubSpot, but the ease of adding additional fields to contacts, jumping between companies and contacts is better. Weak/no LinkedIn integration. Surely this must be the most important tool for B2B lead gen? Really should be more tightly integrated (e.g. add a lead directly from LinkedIn)

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.

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.).

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.

overall I will give Pipedruve a 4 out of 5 stars

it works flawlessly both on your computer and on your mobile, uses gamification to boost the conversation rate of lead capture, and the ability to prioritize tasks effectively

sometimes customer support is a bit slow in their response

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.

Pipedrive 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.

One 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.

It is been very positive and intuitive. Fast deployment and easy to manage.

It is a fast and intuitive setup to start. If you have sales know-how, it is going to be an easy adaptation. The integrations also work well.

I think the user view with too many possible added features makes it a bit confusing. Maybe that should be just for administrative roles.

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

1. 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.

It's difficult to become a confident user in the beginning. It would be a lot better to have improved onboarding.

Great overall. It's expensive for team, and got a lot of value from it. Super easy to implement.

For us visual people, this is the best solution. I can see exactly what's going on in my sales channel with this easy to use CRM. It's very easy to see the dashboard and move leads around.

Most other CRM have a great version. This one does not after a brief free trial.

Very happy and impressed with the value of this software. It has been instrument in providing structure to our sales process and sales team

Ease of use for me and my team. Keeps us on track and engaged. It has become the software solution to that drives our sale meetings.

I am unsure how this software would scale to an enterprise solution (I have a salesforce background)

Overall good, easy to use and keeps me on track with a lot of clients.

Daily tracking and reminders keep me up to speed

Reports and set up can be confusing and difficult.

Although it's a new player in the area, it delivers good results.

The quality of the leads we are getting from this tool is second to none.

I do preferred the old version of the app because it was considerably cheaper.

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.

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.

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.

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.

We 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.

Mailigen can be a little clunky in that when you are scrolling through the senders, it doesn't allow for alphabetical order.

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.

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.

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.

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!

Pipedrive 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.

The 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.

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.

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

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.

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.

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.

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.

Pipedrive is a highly effective tool. They have a huge and active network of third-party partners who actively contribute to the Pipedrive Marketplace. For email marketing, phone calls, and digital signatures, we employ the utilization of three such partner programs.

In the end, we like Pipedrive because it provides excellent value for the money at all of its subscription tiers. It's quick, straightforward, and centered on the insights of working salespeople. The sales manager might also narrow in on specific metrics to get the information she or he needs.

A few features are lacking, and that's a problem for us. In particular, the product's generally excellent automations cannot (yet) be triggered by dates, either in the past or the future.

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.

Ease 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.

Sometimes 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.

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.

We 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.

The 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.

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.

Pipedrive 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.

As 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.

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.

I 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.

While 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.

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?

I 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.

I 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.

The brilliance of Pipedrive is that by implementing the tool, Sales Managers as well as business owners will find that they simultaneously build best practice Sales Management capability into their businesses. Pipedrive really feels like it has been built by Sales Managers and Sales People, rather than by technical people, as it takes into account the things that frustrate Sales Teams the most. For example, simplicity and ease of use is essential to ensure that Sales People adopt any new Sales Tool. Pipedrive has really embraced simplicity and ease of use. One company I work with has a team of sales people mostly above the age of 50, who have successfully adopted Pipedrive. For Sales Managers, to have a tool to help them accurately predict whether their sales people are going to miss target, BEFORE it happens, is essential. Pipedrive makes it easy to setup standard sales processes. And to monitor leading measures that will predict future problems. This gives Sales Managers time to take corrective action. The tool also comes with the most powerful data import engine that I've ever worked with. So migrating legacy data into the tool is far easier than with any other tool I've worked with. All in all, I give Pipedrive a big thumbs up.

This is a minor point because it's easy to work around this problem: Pipedrive's ability to filter deal data an become frustrating as you have to setup pre-defined filters, and you very quickly get bogged down with too many filters. The workaround is to export the data into Excel and manipulate the data from there. Also, the ability to work with a pre-defined set of Products, while available in Pipedrive, is not the tools strong point. I hope to see a more refined implementation of Product capabilities in future releases. Lastly, it's important to note that the pre-defined reporting only starts to make any sense after some history of data is available. Some of the reports make sense after a few weeks of diligent use of the system by the sales team. Other reports will likely only make sense after a few months of system usage. Obviously this problem is relevant to any sales tracking system, not just Pipedrive.

It is a decent CRM to use for start ups. Doesn't have advanced features like mapping and in depth reporting like Salesforce.

Sliding feature where opportunities can be moved easily from one tier to another.

No calling functionality. Email sync also does not work well sometimes. Doesn't track all the emails sent/received