Pipedrive

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.

Pros:

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...

Cons:

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)

Alternatives Considered: Zoho CRM, Freshsales, Ontraport, Salesforce Sales Cloud, Keap and HubSpot Sales Hub

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

Solid CRM tool well-integrated with the apps ecosystem

Comments: First time using Pipedrive, after years of experience using Salesforce and Hubspot, and I really enjoy the user-centered experience. The tool has allowed us to build powerful sales automation (Activecampaign, Zapier, Calendly, Clickfunnels, etc) to empower our team to focus on closing more deals.

Pros:

Very intuitive CRM, with solid integrations with other apps through Zapier.

Cons:

The licence is not cheap and it was difficult to migrate data seamlessly from one pipedrive account to another.

The Worst CRM You'll EVER Use - Avoid Pipedrive At All Costs

Comments: Don't be a sucker and use it... I emailed the [sensitive content hidden] and you should as well. [sensitive content hidden]

Pros:

If you're looking for a CRM that requires you to REFRESH the page after VIRTUALLY EVERY ACTION, you've found the right CRM! TRY reaching them on live chat... yeah, you'll wait at least 90 mins. AVOID these people at all costs - a complete rip off.

Cons:

Nothing. Poorly designed without the ability to customize default fields.

Great Starter CRM for New Users

Pros:

Very easy to enter new contacts into the system, or to do a bulk import. Very Easy to search for contacts via the search query, including custom fields. You can select multiple contacts at the same time and edit their information in a multiselect format. Very easy to create custom columns that will enable you to organise the information that you need.

Cons:

Not the best with organising tasks automatically or checking for overlapping tasks.They do not have a lead generation tool in the form of a lead capture technology or widget.Does not have an email marketing integration like more modern Real Estate CRM's

Fitness and pipedrive

Comments: Pipedrive creates a efficient, intuitive, and smart hub to manage clients

Pros:

Quick and efficient sorting for current and prospect clients

Cons:

Duplication clients are not automatically marked, which in the fitness industry would save loads of time

Alternatives Considered: HubSpot CRM

Reasons for Switching to Pipedrive: Product reviews, fit for the company demographic, integrations, and ease of use