Pipedrive Reviews & Product Details

The way it tracks your work flow and how it intergrates into IE.

I don't like when a deal is roting when the deal is far out.

Pipedrive is stremmlineing my sells proess.

very easy to use and understand. Projects are great to use and has great features. Customer support is great.

Not much as it is very easy to implement.

Pipeline management and followups

Using is simply good, UI is perfect, supportive staff, quick responses, kind request for work

Finding perfect user difficult, need more verified method

Solve problems related work, finding prospect

I can manage my deals relatively easily.

Can't think of anything now. I like my current usage.

Helping me with my sales pipeline and manage my deals.

It is very easy to setup, you can easily create different pipelines with different stages and even import your data using a spreadsheet if you are using another solution. The API is great so you can extract any useful data to create custom reports (on a spreadsheet, google data studio, etc) or even automate processes to save time and make your team more efficient. It also has useful dashboards to keep track of the results of your team. It was the best tool I have ever used for pipelines and offers a lot of third parties integration so you can even automatically call your leads as soon as they are created if you combine it with other solutions. You can also adapt a pipeline to manage your customers lifecycle and with some work from your developers try to build a Customer Success tool without having to subscriber to an expensive CS solution.

It is really focused on the pipelines so I miss having just one system to manage and concentrate all kinds of interactions with your leads and customer. You will have to have another solution for CRM or e-mail marketing and is not so simple to identify whose are engaged with your solution or who should you prioritise the sales contact based on engagement.

First idea was to have our entire sales pipeline and we build an integration so as soon as the user subscribers to a trial of our system the lead was automatically created on the pipeline so the sales team will start to lead with them and keep going with the whole sales process. After that working well we started to manage also the entire customer lifecycle inside Customer Success department, so we had a pipeline for Activation, another one for Retention and the last one for Expansion (Upgrades and Upsell), we tried to build inside pipedrive a Customer Success tool and it worked well.

1. Simple to sign up. 2. Incredibly easy to configure my workflow as opposed to having a workflow thust upon me 3. Seamlessly able to inegrate with my email and other business systems 4. Extrememly reasonably priced and significantly cheaper than Salesforce. 5. Evaluated Pipedrive against Salesforce and Hubspot. Pipedrive won!

Nothing I dislike about it. Ticks all the boxes for me.

Compeltely streamlined my sales management and engagement processes, with a solid CRM system, integrated with my Shopify, Xero and other systems. Now my sales and quoting process is fully automated.

You don't need professional services or having 1 sales ops to be able to set things up, automate your prospection and your sales pipeline. The UX/UI is simple. I repeat, it is simple and perfect for sales guys. The deal view and the contact/company views are just simple and easy to work with. Anyone can just customize or add new fields if required.

Insights aren't that flexible, but you can still manage to build great reporting. You can't merge a new lead to an existing deal, which can be useful sometimes.

Managing our inbound leads Managing our sales/deals pipeline.

Easy to use, knowledge base and academy were easily accessible and was able to quickly learn how to use different aspects quickly. Also love that you could associate a note, call, or email to multiple locations at the same time.

The outlook integration for email could be better, loved the way the Gmail integration worked but when our company switched to Outlook it wasn't as smooth and user friendly.

Pipe drive helped track customers in the customer success path, as well as tracking deals and opportunities

Ultimately we appreciate Pipedrive for the fact that it delivers great value for the price, at all subscription levels. It is fast, easy to use and is focussed on the experience of real salespeople. The sales manager can also drill down to obtain the reports she/he will need.

There are a couple of capabilities missing, which we find bothersome. In particular, one may not (yet) use dates, past or future, as triggers for the otherwise very-good automations in the product. This won't affect many users, but we miss it. Pipedrive says it will be available as a feature in H1 2024.

Pipedrive is a CRM, first and foremost. It performs this job perfectly well. When used correctly, the user can always see what to do next... and that is the most important benefit.

What I like the most about Pipedrive is that it is so easy to use. One does not need a lot of experience to be able to use Pipedrive and create contacts, leads, deals, or a sales pipeline. You can easily create and be able to track where certain deals or leads are and can view all the activities, and touchpoints that have been made to that lead, deal, or contact. I also love how easy it is to move things around Pipedrive and it's so easy to customize your pipeline to suit your sales process in your company. Another favorite feature would be the analytics or reporting side of Pipedrive. The system provides a detailed report for sales teams/sales leaders and provides great analytics on the team's performance and provides insights on the areas that need some improvement.

One thing I do not like the most about Pipedrive is limited branding. Inasmuch as one can easily customize their Deals, Leads, and Pipeline, Pipedrive doesn't have a lot of options to brand the platform to specific organization brand colors and logos. It might also be a little difficult for one to fully learn the platform and use it to its full potential if one doesn't have any background in using a CRM before. Besides that, there is nothing else I do not like about Pipedrive

We mainly use Pipedrive for CRM and Sales Analytics. As a sales team, we do prospecting, find and qualify leads and turn those leads into a deal after a series of Discovery Calls etc. To be able to create and track all these leads and deals, we use Pipedrive from the first point of contact to the end of our sales process. Pipedrive has made it easier to have a central source of truth/single truth for the team to be able to easily see what stage certain deals are on, and all the communication or activities with that specific lead or account.