Pipedrive is a web-based sales CRM platform that provides users full visibility of all active sales pipelines. It’s best known for its interactive user interface that displays detailed progress stages for every deal, along with key details an actionable items. The platform was specifically built using activity-based selling-methodology. Its mailing system also seamlessly integrates with major email service providers.
Pipedrive is also often used as CRM of choice in Venture Capital and Sales tech stacks.
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Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation, In Person, Live Online, Videos, Webinars |
Languages | Dutch, English, French, German, Italian, Polish, Portuguese, Spanish, Turkish |
1. Easy to use and implement 2. Big range of useful tips 3. Makes the process of selling and deal control simple 4. All-in-one system (calls, emails, pushes etc.)
1. The price 2. Long time to wait for support reply
1. Helps to control and track the deals 2. Helps to create a sequence of deals for reaching out
The best feature is the simplicity right "out of the box" and overall customizability of the platform. It's ability to interface so many different platforms to make the whole pipeline matriculation process is handled with incredible ease. Customer service is responsive and is handled primarily through email, but Pipedrive is very accommodating and willing to create a deal that will truly present value.
The only critique I really have is that you cannot remove default fields that are prebuilt into a profile. Some are not useful to our overarching purposes and really can be overlooked, but if that aspect was customizable it would really improve the overall experience.
It is managing the sheer volume of applicants that we are tracking towards a successful closing from a recruiting perspective.
the notes and follow up sections and the business card scanner integration
would like the mobile section to be slightly more robust
record keeping and organization
It is allowing me to customize CRM to fit my specific sales process, which is a best feature for me.
There is nothing to be dislike yet as I am getting benefits of using it.
Earlier I have insufficient sales process and it was not easy to manage everything with the Excel so Pipedrive is helping me to fulfill my sales processes.
My favourite thing about pipedrive is being able to have everything in one place I can set activities against my deals and tasks on other employees ! that i can make my own filters on my deals page so i can see what stages my current deals are at
To be fair there isnt much i dislike about pipedrive! it would be nice to be able to tag people in acitivities where i've made a call instead of then having to write a note to say read my previous call activity
It is helping with time management which enables me to make the most of my time and plan my activites ahead
Its useful as you can look at the big picture, so i can see all my deals on one page and where each is up to. You can make ammendments to different parts meaning you can make it easier to each user in different ways.
Sometimes it can lag a little and buffer, and not all the deals show on the home pipe drive page, you have to keep refshing this to be able to see all the deals in the collum.
organisation.
It's intuitiveness, as it makes my life a lot easier, knowing everything is noted and it's in sync with my google calendar to ensure I don't miss a beat
Very pricey, would love to have more members of the team use it, but it cost too much, there needs to be some form of a bundled rate.
tracking calls and it gives us opportunities to record and listen for training purposes, and it makes taking notes a lot easier.
Very simple and easy to ready and gives clear overview of where my leads are up to.
That it doesn't directly talk to our ERP system
Loosing buinsess by following up
I love how customisable it is, the insites tab is super helpful
I'd like more reports on the subscription
streamlined a lot of processes
In my opinion, it's fantastic. Since I'm working in sales, I have the chance the see the history of my deals, update their status, and have their details separately, and my favourite is that I can create meetings and see emails directly in the lead.
One subjective thing is its association with Excel, from colours to organization. I know it's a simple and efficient way to organise the deals, but sometimes it can make it complicated, and for every big chance happening in it, it'll need some time to assimilate.
Mainly the fact that is tells me by colours when I should check the deals and has specific triggers to get my attention so I can prioritise my leads in terms of time, importance and status.
Pipedrive is extremely easy to use and a great tool for managing a sales funnel. The platform is extremely user-friendly, which makes getting new team members integrated and equipped to start selling right away with minimal training. The customer service is also excellent and reliable, and prompt. I highly recommend the platform.
Limited use cases for marketing and other departments, which made competing platforms more desirable.
Training new sales executives can be time consuming, but Pipedrive is so easy to use that new team members can start working right away.
Pipedrive has great flexibility. Pipedrive allowed our whole team to know exactly where we were in each candidate's hiring process. For example, our columns were titled - Applied, Need to Contact, Contact Made, 2nd Attempt, Final Attempt, Interview Scheduled, Missed Interview, Not Offered, Contingent Offered, Background Pending, HomeCare Orientation Pending, Staffing Orientation Pending, Orientation Scheduled, Oriented Waiting on HR, Ready to work. This allowed us to move the candidate seamlessly through the hiring process and allowed the entire team access to this knowledge.
Honestly, I cannot think of anything they could have done better. The only reason we switched companies was due to a new owner taking over and Hireology is what our corporate office uses and provides to all franchise offices.
Pipedrive was promoted to our office staff by our previous owners. It allowed us to automate so many things like interview confirmations or reminders and send text reminders to applicants.
Follow up prompts, pipeline overview, forecasting tools, sales insights
Using insights is complicated to get accurate reports
More consistent follow up activities on projects, more accurate sales forecasting
Ease of use and little details in functionality and UX that mean that I am saving 30% of time on some tasks over my previous CRM (FreshSales). It's also got a wide range of integrations.
Cannot think of anything much. Out of box mails campaigns would be great. The leads tool would ideally let me link more contacts not just one. Perhaps the pricing is higher than others, especially if add-ons are bought.
We digitise and handle all our customer relations through this tool. In combination with Zapier we also handle LinkedIn contact details from people we reach out to, which had been a big time saver.
It's ituitive and facilitates keeping everything together. I can't put into words how I liked using Pipedrive to manage complex sales processes.
Its Android app is a disaster. Keeps lagging and almost not working properly. It should be optimised urgently.
I am selling with Pipedrive! The benefits are: It is: - Organized - Easy-to-use - Facilitates your workflow with automations - Brilliant Customer support
in this tool, you can add leads and then set up activity and also there are a number of columns to see leads process from acquiring to won
i don't think i can't see any droback to use this tool
we can measure the performance of the business development team using this tool and we can see the flow of the leads also they will give you a reminder as well
I love the ease of use to house all of my prospecting information in one place and to follow my deals all the way from start to finish
My only complaint is that I didn't start using it sooner
All of my information is stored in a central location with the ability to add reminders and notify other people involved of updates and processes
The visuals, the knowledge base is the best I have seen and the customer service for a company that does not have phone support is bar none
Nothing I dislike, Pipedrive continues to innovate with 3rd party integraters. Could use a little improvement on reporting functionality of customized labels
Prospect tracking, just now exploring smart docs, automating webforms has provided some great relief from duplicating tasks.
How easy it is to implement, use, exploit information and keep track of all live opportunities and leads.
Some functionalities that you can find in Salesforce. But of course, you are paying a fraction of the price.
Keep a detailed track of all live opportunities, including the interaction history with each of them.
Every 3-6 months they add a gamechanging new feature. They take growth and improvement seriously. CRM designed to make it easy for reps to use.
They just put limits on their plans. It's also hard to dedupe records.
Sales CRM, managing outbound sales activity. Data organization & customizable interface.