Pipedrive Reviews: 4.2/5 — Solid Choice

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.

I have all my leads, clients, and prospects in one place. I can communicate with my leads and prospects directly from my CRM. It is very compatible with many other software for integration as well.

I don't like the fact that it doesn't give you a sounded notification directly on the web app as well as they don't provide you with a desktop app, instead only a web app.

It helps me keep all my data in one location for daily follow-ups of leads and prospects. I also keep my customers listed within Pipedrive, which allows me to remember my clients with all the needed information.

Pipedrive is a very powerful CRM for business with easy access for users, i am currently using this CRM and its help to manage leads and customer on daily basis.

There is nothing in this software to dislike, they are excellent in every features

Improved customer relationships Increased sales and revenue Streamlined business processes Improved collaboration Better data management and analysis.

VERY MUCH USER FRIENDLY AND EASY TO ACESS, LEADS SEGREGATION IS VERY EASY WITH DIFFERENT STAGES, ONE CLICK FLITERS MAKE IT MORE RELAIABLE.

THERE IS NOTHING TO DISLIKE ABOUT PIPEDRIVE AS OF NOW.

LEAD DISTRIBUTION, CHANGE IN LEAD OWNER AND STAGES ON ONE CLICK, ASSIGNING LEADS AT ONE CLICK, CHECKING UP THE STATUS OF CUSTOMERS.

Pipedrive is very useful and esy to use software for sales individuals as well as for managers. It allows us to download the report very easily and ghe filters to use is also very convenient.

I don't think pipedrive has any features which users can dislike, you have to customize the software as per your team size and requirements. Mobile UI could be better.

My work is to manage the leads and this allows me to do the same in an effective manner, Allows me to filter out my data according to sales value, lead stage and much more.

The ease of use, no real learning curve. Just gives you what you need.

Does not have an automated follow-up scheduler

Allows me to have all the information about my client in plain view

The best thing about pipedrive is It's User friendly UI.

Overall it is an amazing software but it can work on its filters for better insights

Pipedrive is helpingin create a streamline CRM which in turn in helping for better sales growth of an organisation

I find the user interface user-friendly, the available choices to be versatile, and the lead's potential for growth at each stage impressive. Overall, I am pretty satisfied with everything.

Perhaps you could consider incorporating a wider range of possibilities and incorporating more connections, as well as including promotional activities and initiatives, more precise evaluations, and in-depth analysis.

Maintaining a log of all interactions between the seller and the lead enables us to gather valuable information and derive meaningful metrics.

I liked that it tracked the whole time frame of your lead from the initial call all the way to getting the contract signed or payment. It made it easier to track leads!

I honestly liked everything about pipedrive. It reminded me when to make calls and when to follow up - what step i was on and was so easy to navigate and keep track

It was helping keep track of sales and leads and differentiating between the two.

Pipe drive is extremely easy to use and is an intuitive software. Everything works, it hardly breaks, and all the stages are easy to see in the main dashboard.

There isn't much I don't like about Pipedrive to be honest. It's a little plain and bland looking, so updating the UI could be nice for the user experience. Nothing more outside of that

Keeping all our customers, potential clients, and everything else organized. Using the pipeline tool to get data for what we could forecast as expected to close and not.

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.

Let's you organize your leads flow, knowing everything about your interactions with them and reminding you when to do it again.

So far, nothing in particular. It's been a great experience.

It's helping me keep track of all my leads and what actions I should take next to avoid losing contact with them.

É um ótimo gerenciador de tarefas. funciona muito bem como uma forma de agenda e ajuda muito na organização das tarefas do dia a dia. Recomendo para todos pois é uma ótima ferramenta.

Acredito que seria muito interessante incluir uma notificação quando o tempo programado para a tarefa estiver perto do fim, ajuda a controlar o que ainda precisa ser feito.

Conseguimos organizar as tarefas. criar tarefas recorrentes e controlar melhor as atividades realizadas por todos da equipe. Para o colaborador é um ótimo gerenciador de tarefas e para gestão é ótimo para organizar as demandas de cada colaborador.

It is especially important that we can customize processes the way we want. It's also great to be able to move offers or requests between streams using drag and drop.

It would be better if the data visualization tools are better and enable the user to create reports with the desired chart types. In other words, I would like to prepare our reports as we want with a feature such as a business intelligence tool.

Thanks to the Pipedrive program, we can easily manage offers and requests. The drag-and-drop method and using a mobile phone were important reasons for choosing Pipedrive.

The Kanban-like sales pipeline and overall pipeline management make it easy to manage and track the progress of various deals at different stages. Also, the automatic prompt to schedule a "next action" with an individual leads helps to clarify the next steps that should be taken with each lead and "always close" deals. Contact management is excellent overall.

The mobile application is good, but calendaring can be an issue. Also, the booking tool provided by Pipedrive is not very intuitive to navigate or modify, especially if you are trying to set up multiple booking links. Some integrations with third parties have been buggy at times, but these issues generally seem to get fixed over time. The sales pipeline can get crowded and become difficult to navigate when working on a large number of leads but it is still generally manageable. I wish the application had better or limited features for project management for account managers on small teams to keep track of work on projects and stay in touch with clients while projects are being worked on to better ensure customer satisfaction and customer success.

Pipedrive is solving our sales management problem, and it is benefiting me by helping me to keep track of multiple deals in my sales pipeline. It also helps me to make sure that I am proactively following up with leads.

Pipedrive is one of the easiest CRMs to use and configure. The simplicity in the UI and the feature-rich options are a great combination. The support chat is awesome and the tutorial videos cannot get easier!

The user interface does not have a native dark mode. One has to use dark mode extensions on their browser to enable this. I think the experience is best if the CRM has a dark mode toggle somewhere.

When excel charts are not good enough to manage your customer interactions and notes, pipedrive not only replaced the spreadsheets and tables, but also added great value to our entire ecosystem. With the Zapier integration, a huge number of other data sources helped in adding contacts, deals and products. I found it so easy to manage leads and other notes within pipedrive, it is hard to think that any desktop application could take care of such complexities in a simple fashion.

I like the activity setting ability that syncs with my google calendar. Helpful for organization. I think the layout is user friendly overall and was super easy to learn.

Some of the personalization features are poorly placed within the platform. For example, it is strange that you have to open a blank email to set your signature and you can't access it through your mail settings.

I don't personally deal with business issues but it is effective in organizing our customers, visual aids to keep your tasks up to date, and decent syncing with google ability.

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.

- Excellent front-paged dashboard which prioritizes important tasks + deals - Top-notch reporting across activities + results - One layer into any deal - Integration with Proposify - Marketing automation is excellent I created a video testimonial of how it's helped our company here: https://www.youtube.com/watch?v=LGQIP9qLCEM

- MRR sales reporting for monthly deals - Advanced integration with third party tools allow it to pull/push data. Pipedrive is built around receiving information, not sending it.

- Managing sales pipeline + deal activities - Tracking team success and KPI's - Bringing all communication together into one place for deal evaluation and diagnosis

A facilidade em conseguir usar a ferramneta de e-mail, ligação, agendamento em uma unica e excelente plataforma

Formatação do e-mail talvez não seja uma das melhores

Problemas como praticidade. O PipeDrive ajuda muito ao conseguir juntar várias e diversas ferramentas em uma única plataforma

Being able to have a pipeline for different scenarios, and being able to have integrations with other platforms makes my life easier, and loving the facility it gives me to enter information.

duplicates deals, but that's it. there is not too much to say about this.

The tracking when someone opens my emails, clicks, etc, and the ability to be notified makes me remember that I need to follow up with a specific deal or check whats going on.