Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close.
Neatly organized and friendly application. The most liked feature is the chat support team.
The only thing that is kinda confusing especially to non-technical person is on integrating with third-party tools. Most of it needs to be connected with Zapier which is again another subscription.
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Pipedrive - selected ahead of HubSport
Comments: 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)
Reasons for Choosing Pipedrive: HubSpot is just too expensive. As a startup with just three sales people we just cannot justify close on £1000 a month for CRM and email functionality. I think HubSpot have drank the 'charge more' KoolAid and believe once you are trapped you will not escape. Pipedrive with suitable companion apps provide equivalent (or even superior) functionality to HubSpot at 20% of the price.
Switched From: HubSpot Sales Hub
Reasons for Switching to Pipedrive: Hubspot - price.. oooh that price. Ontraport - too much other stuff we will not use (what has a second rate ecommerce to do with a CRM...) SalesForce - old Keap - purchase process too complex Zoho - Jack of all trades master of none Freshsales - Jack of all trades master of none
Very Useful Sales Tracking Software
Comments: 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.
2 weeks ago
Stely, We truly appreciate the insights! Keep an eye on our Pipedrive Community to follow the news.
Not a fan
Comments: stopped using it because I did NOT like it
compared to other tools, pipedrive was cumbersome and did not feel like a cutting edge product
felt like an old product that needed to me updated
Alternatives Considered: HubSpot CRM
Reasons for Choosing Pipedrive: wanted to try different products
Switched From: HubSpot CRM
Reasons for Switching to Pipedrive: I didnt, hubspot won
2 weeks ago
Hey Leon, Thank you for your feedback.
The Best CRM for Newcomers is Pipedrive
Comments: 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.
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.
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.
Optimizing sales with Pipedrive
Comments: Effortless operation. Simple to initiate use of. Simple and straightforward customer relationship management service for little businesses. It's a good product overall, but it doesn't get nearly enough credit or attention.
It's the greatest pipeline tool I've used, plus it integrates with a ton of other services, so you can do cool stuff like having it dial leads for you as soon as they're created.
Pipedrive does not have any big flaws in my opinion. Pipedrive is a promising CRM platform with strong future prospects. I just feel like Hubspot, which handles a lot of marketing, is the most comparable service, and that not enough people are aware of Pipedrive.
2 weeks ago
Hey Amanda, We truly appreciate the detailed feedback! Thank you! Reach out to our Support if there is anything we can help with.
Full Featured Sales CRM
Comments: Pipedrive has been my primary lead generation and lead management tool for the past several years. It allows me to track all of my coaching clients, all the pipelines that they are in or have been, with automation to help me from doing things manually. It integrates nicely with all other apps, and the ability to sync with my email is superb because it allows me to quickly review all email correspondence for that particular client.
Every feature you would want in a CRM without the complexity of Salesforce. While this may be a bad thing for those that need the complexity, Pipedrive will server most small businesses and self-employed more than well. It's other biggest asset is a feature rich automation tool.
I do wish that there was more customizability of what is shown and not shown.
Reasons for Switching to Pipedrive: DIdn't need the complexity and therefore the pricing for other products didn't make sense.
Comments: Overall our experience with Pipedrive is a positive one. It is user friendly and easy to learn each step of the set up.
Pipedrive is a very user friendly application with a walk through for everything you can't figure out on your own. Now able to sync two email accounts
Recently have taken away the connection with Xero. The Condition logic to create documents could be improved upon
Reasons for Switching to Pipedrive: most cost effective and easy to use for our business at the time.
2 weeks ago
Thank you for the feedback, Michelle!
Comments: It's reasonably priced and I use it every day to manage my business.
The interface is extremely simple, intuitive and easy to use, which saves a lot of time.
I just had a little trouble saving my contacts but if everything is OK
2 weeks ago
Thank you for your feedback! If you need any help, reach out to our Support 24/7!
A Simple and Powerful CRM for Sales Teams
I found the reporting and analytics to be very insightful, and I was able to use them to improve my sales performance.
I found the price to be a bit high for some businesses and mobile app to be lacking in features compared to the desktop version
2 weeks ago
Raj, thank you for your insights!
An intuitive and efficient solution.
Comments: His ability to visualize and be able to follow up on my sales opportunities in detail is great.
I found how easy it was to navigate and use all of its features. I didn't need to spend hours learning how to use it, I could just start using it right away.
It is very good but I would like to have more advanced options to organize and filter my data in a more efficient way.
2 weeks ago
Carlos, thanks for sharing your experience with Pipedrive!
I LOVE Mailigen
Comments: 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.
Reasons for Choosing Pipedrive: We needed something more robust and easy to use.
Switched From: SendBlaster
Reasons for Switching to Pipedrive: Mailigen's support team was quick to respond to our inquiries and was very helpful in the setup of our account.
Important features like the app, user creation and SSO don't work well, don't bother with Pipedrive
Comments: 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.
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.
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.
Reasons for Choosing Pipedrive: Zurmo had some nice gamification features but as an open source tool it was clunky and we felt we were ready for a more advanced solution.
Switched From: Zurmo
Reasons for Switching to Pipedrive: The user experience was fantastic, and it still is but unfortunately we did not evaluate the quality of support at the time.
Pipedrive: A Comprehensive Tool for Managing Customer Relationships, Tracking Sales, and Organizing
Comments: Overall, it is a great tool for businesses of any size that need to manage customer relationships, track sales, and organize marketing campaigns.
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.
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.
7 months ago
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!
Good enough for your sales team
Comments: 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.
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.
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.
Massive Pipedrive fan
Comments: 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.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Choosing Pipedrive: It was recommended to me.
Switched From: Highrise
Reasons for Switching to Pipedrive: Cheaper and more lightweight and web based. Also I saw how fast people were adopting it.
My best CRM platform but...
Comments: 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...
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!
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.
Alternatives Considered: Zoho CRM
Reasons for Choosing Pipedrive: Access makes many things pretty good, but it's not the ideal solution as a CRM software, I think.
Switched From: Microsoft Access
Reasons for Switching to Pipedrive: Ease of use and configurability, and its interface
My Experience with Pipedrive
Comments: Overall, I have had a positive experience with Pipedrive. The tool has helped me to streamline my sales process and stay organized, which has resulted in increased productivity and sales. The customer support team is also very responsive and helpful.
Pipedrive is a fantastic CRM tool that has greatly improved my team's sales process. The interface is user-friendly and intuitive, making it easy for my team to navigate and manage leads and deals. The visual pipeline feature is particularly useful, as it allows us to easily track the progress of deals and make adjustments as needed. Additionally, the mobile app allows me to stay on top of my sales activities even when I'm on the go.
One downside of Pipedrive is that it can be a bit pricey for small businesses. Also, it could have a better integration with other apps, like google calendar, and some other features like generating quotes, invoices and proposals.
A Powerful Tool for Organizing and Prioritizing Sales
Comments: 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.
Top of notch CRM and Sales Software
Comments: Pipedrive has been amazing for our team, we are able to keep things organized, use automations and get reports via API.
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.
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.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Choosing Pipedrive: Ease of use, cost, features.
Reasons for Switching to Pipedrive: Clearly, Pipedrive has a more "modern" aura, it's more efficient and lightweight, not missing important features.
One of the best
Comments: Positive overall. Their customer service team did try to help out when I ran into issues setting everything up. However, the fact I had so many issues setting it up and customizing the platform was a big turn off. And as I mentioned before, I tried 20+ CRM’s so I’m very familiar with how to set one up.
When Hubspot stopped working because of technical errors I started trying literally every CRM I could find. Pipedrive was definitely one of my favorites because of its price and features. Customer service was also pretty good and responsive.
Ultimately the fact that I couldn’t use my custom email signature was why I didn’t go with Pipedrive. I also didn’t like the overall UI, it seemed a bit outdated to me and it was harder to navigate than other CRM’s I tried.
Reasons for Choosing Pipedrive: Hubspot started sending all my emails to spam. My emails worked just fine on every other platform except Hubspot. I then switched to Zendesk Sell but they had a watermark on emails sent and were far too expensive.
Reasons for Switching to Pipedrive: I didn’t. I chose Salesmate. Much better platform, same price (if not cheaper), better laid out, better features, and works all the time. No glitches.
Pipedrive CRM for small and medium enterprise
Comments: High Satisfied with the solution. It Allow us manage leads, and customer scoring
Set Up very simple and easy to manage all the tools. I like the dashboard and the look and feel as well as the business forescating.
Is not easy to link with ERP or Billing Platform. They must improve the integrations for easy integration with another platforms
Reasons for Choosing Pipedrive: To link the appointments without exit from the tool.
Reasons for Switching to Pipedrive: Price and ease of use
Excellent CRM for its flexibility, integrations and smart automations.
Comments: Pipedrive makes it simple to record lead discussions, oversee open bargains, and track closed income for the commerce, it's a reasonably direct CRM that works with sales-led organizations. We digitized and overseen all of our client connections through this apparatus, in combination with Zapier, we too dealt with the LinkedIn contact points of interest of the individuals we communicated with, which had been a tremendous time saver. We are presently able to share over the organization the status of all bargains being outlined and arranged inside the organization, this has permitted us to create and oversee more trade, which rises to more income.
It's simple to utilize with no bugs, has parts of valuable instruments, simple to tag and collaborate with other group individuals, incredible to form and customize reports. I like its usefulness and UX which implies I'm sparing 30% time on some errands over my ancient CRM (FreshSales), it moreover incorporates a wide extend of integrative. PipeDrive has permitted us to oversee numerous more leads than we seem some time recently, we are moreover able to section our leads and oversee e-mail campaigns based on who has talked to them and around what, it has professionalized our deals endeavors, adaptability and ease of setup has been priceless to us.
It's kind of befuddling after you get new leads because I think you would like a lead inbox so you'll superior recognize leads and work from there without burrowing through the contacts segment. PipeDrive gets to be inconceivable for coordinating leads and opening an opportunity at a client, but it does exceptionally small for the real organization exertion or work exertion related with checking exploratory orders by a client.
Comments: 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.
Pipedrive is EXACTLY what our sales/CEO needed.
Comments: 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.
Best CRM we have had
Comments: It works! Out operation has had 3 CRMs over the past 6 years and none managed things well for a sales outfit in a construction company. (The damage that causes the agents who sometimes have long timelines in the sales process and referral process is excruciating since no CRM is adapted to offload and download data from another We like the flexibility of applying to our sales process and keeping track of each prospects stages/activities and not have to adapt to precepts that don't apply and only get in the way. It really is your CRM. The feedback from Statistics and Analytics is stimulating and encourages one to apply themselves to the system they designed thus developing better business habits which in turn gives better stats and a better view from which management can coach and serve from.
Seems kind of redundant with Review above.
It would be nice to be able to review the Activity list page by our Stages. In other words typically cycles are monthly but what is focused on at the beginning of the month is different than what is at the end of the month. For instance at the end of the month you may want to focus just on final stage folks. Another focus somebody might have is they are working a particular area and want to see what else is left on the table while there and arrange schedules accordingly. In other words just being able to organize on the Activities page by city/county can increase efficiency in the field. Your Contacts page has that option but nothing comes up in the columns for anyone. I don't know if this is a challenge with out set up by our admin. but once we have a the client sold they fall off our radar for the Deals page. We have a few milestones that include us agents which includes pumping clients for referrals and visiting with them on a anniversary date. The only way I can keep them on the radar is to use the Activity page and just label them a Deadline so I can review those by that definition. So all I use Deadline for is follow-up with clients that are purchasing or have purchased. Lastly a small but big 'thang', on the client Deals page where we have a pending activity it would be nice to click the pending activity button and the courser lands on a fresh line above the previously typed material so we can just add an update without having to click to front of material, return and arrow up to update. It's a very repetitive procedure every time you go into an activity.