Pipedrive Reviews

Fast emails send, easy to use, An unlimited users

You can't cancel an action that IS already engaged and from Time to Time there IS 30 min beugs

Easy to manage different pipelines for different sales projects. The email template is one of the key features we like as it allows us to format our emails and the fields are filled in automatically, so every client receives a quality email without spending time typing out individual emails. Like the filter system that allows you to select just the clients, you wish to target and even the group email shot is an excellent tool we use often. We have added out funnels and Xero to the platform and both work perfectly with Pipedrive. Our market profile is primarily created on google documents and we have ease of importing the information onto the Pipedrive pipeline. We use the activities to set reminders which allows us to keep track of our work tasks on a given day. For sales, you can modify the platform to include the key features that you would like for your company and client information to be saved. Allows you to make group amendments in list form for a high volume of clients so if you need to split the work between the team this is an excellent tool.

The emails received are not automatically assigned to a client and sometimes land on other client's deals in Pipedrive. There seems to be a lot of downtime of late and we have had several clients confirm that they have not received the email off Pipedrive. There is a lot of new additions to Pipedrive but not enough time to learn them this can be a pro and a con. The support is not always available for immediate help. There is no key information once Pipedrive is down of who you can contact for support. I don't like the Lead section it really just sits there quite useless to us.

Pipedrive is a CRM that is incredibly user-friendly. It's easy to set up and navigate, making it accessible for even those who aren't tech-savvy. What I really love about Pipedrive is how highly customizable it is. You have the ability to tailor the software to your specific needs, which is a huge advantage.

One thing I don't particularly like about Pipedrive is that it can be a bit pricey. However, I believe that the price is worth it for the features you get. Another drawback is that Pipedrive doesn't have a built-in phone system. However, you can integrate it with third-party phone systems as an alternative.

We are fairly new to Pipedrive. As admins we have been tasked with setting this up for our sales team. It is fairly easy to get going and the system UI is well though out. Particularly impressed by the Smart Docs feature which will save the Sales Team 'a lot' of time going forward.

As a Freshdesk and Atlassian admin, I am really surprised by the restrictive nature of PipeDrives automations. It doesn't feel like you can do too much in this area.

I absolutely love how I can organize and manage all my sales efficiently and the ability to keep track of activities and to-dos.

Well I would love to have even more integration options available to cover all my needs, I must say that these are minor details that do not seriously affect my experience with this tool.

Pipedrive's intuitive interface, visual pipeline, and robust automation simplify lead management. Customization and insightful analytics enhance decision-making, boosting overall efficiency and results.

Pipedrive's pricing might be a bit steep for smaller businesses. Occasionally, advanced customization requires technical expertise. Some integrations could be more seamless.

It's great because I can connect my email, calendar and mobile phone to automatically sync data and have a full view of my customer interactions.

Well I would like to be able to create my own custom reports to get a more detailed view of my sales performance and metrics.

The dashboard where i can see all my leads and the different paths!

Nothing relevant to declare about Pipedrive

It was my CRM of choice to maintain my client notes until they lost my data, admitted it, but only offered to cover 50% of 1 year of service for the invaluable loss of 6 years of my data.

Pipedrive lost over 6 years' worth of my client notes 😡. This data included likes, dislikes, kids' and spouses' names, and all manner of information that are invaluable to business relationships. I have in writing from them that they are responsible, but they claim that as other functions were working, all they are willing to do is refund me HALF of one year's worth of my subscription. Being a CRM, I reminded them that their ONE job is to safeguard my clients' data. They'll likely delete this post, but I would like everyone to know how they safeguard your data and the lousy extent to which they will step up.Thank you for your time,An extremely displeased customer

Pipedrive is a super easy-to-use, customizable CRM alternative for those of us in tech, creative industries, or just anyone that hates clunky, ugly, overly complex platforms like Salesforce. Sets up in seconds, there's a great iOS app, and it's actually a pleasure to use. Quick and easy.

I don't have any complaints about PipeDrive. Perhaps if you are a power user of a CRM like Salesforce, you may that there are certain APIs or integrations that don't exist between this platform and others. For me PipeDrive offers more than enough features and functionality, it's easy to use and just what is needed.

Pipedrive’s lead management CRM is intuitive, well-organized/easily customizable, and perfect for any sized company. It’s been extremely beneficial in helping to streamline our sales processes. I would strongly recommend enrolling in Pipedrive’s free trial; this will let you test out any of Pipedrive’s plans for the full thirty to get a better feel for how it works and find the correct plan for your needs.

Pros
Pipedrive’s Silver plan is very reasonably priced and comes with all the CRM necessities suitable for most small to mid-sized business. Sales… it’s a messy process… but there’s no headache with Pipedrive. You can easily set up customized pipelines for each user as well as view and transfer deals between pipelines. The ability to utilize two separate Pipelines to test against each other has been really beneficial in helping us groom our sales initiatives and outreach tactics. You can also, send emails from directly within the CRM’s platform; saving you time to engage more with potential clients and aids the process for keeping track of follow-up appointments and next step action items (discovery calls, presentations, proposals). Pipedrive supports over 100+ apps and integrations; we’ve integrated Lead Liaison, our lead generation tracking application, with Pipedrive so we don’t have to manually enter new leads, prospects, etc. from one CRM to the next. As an alternative to using the integration(s) you can also import spreadsheets directly into Pipedrive and assign deals and prospects to a specific owner. One of Pipedrive’s best features is the option to import contacts and merge them with those already in your database so you don’t have duplicates. This application is perfect for sales on the go; you can create custom reports to be sent to your email (for notifications on activities, emails, calls, etc.) and access your pipeline through Pipedrive’s mobile app so you can keep up with your clients and sales team(s) at all times.

Although the Silver plan does not provide all the enriched features as the Gold, (i.e. 2-way email syncing, call scheduler, email tracking, etc.) we don’t want to switch all of our users over to the Gold plan because only a few of them would benefit from/would need the extra features. I wish there was a way to upgrade some of our users to the Gold plan and keep the others at Silver.

We use Pipedrive’s integration with Slack to notify our team when a deal has been identified, won and/or lost. Currently, you have to use a third-party (Zapier) if you would like your notifications to be more specific and I have been unable to get Zapier to work correctly for us. I have already reached out to both sides for help but have not come to a solution (… so beware you may run into problems with integrations – without a lot of helping support from either side).

The brilliance of Pipedrive is that by implementing the tool, Sales Managers as well as business owners will find that they simultaneously build best practice Sales Management capability into their businesses.
Pipedrive really feels like it has been built by Sales Managers and Sales People, rather than by technical people, as it takes into account the things that frustrate Sales Teams the most.
For example, simplicity and ease of use is essential to ensure that Sales People adopt any new Sales Tool. Pipedrive has really embraced simplicity and ease of use. One company I work with has a team of sales people mostly above the age of 50, who have successfully adopted Pipedrive.
For Sales Managers, to have a tool to help them accurately predict whether their sales people are going to miss target, BEFORE it happens, is essential.
Pipedrive makes it easy to setup standard sales processes. And to monitor leading measures that will predict future problems. This gives Sales Managers time to take corrective action.

The tool also comes with the most powerful data import engine that I've ever worked with. So migrating legacy data into the tool is far easier than with any other tool I've worked with.

All in all, I give Pipedrive a big thumbs up.

This is a minor point because it's easy to work around this problem: Pipedrive's ability to filter deal data an become frustrating as you have to setup pre-defined filters, and you very quickly get bogged down with too many filters. The workaround is to export the data into Excel and manipulate the data from there.

Also, the ability to work with a pre-defined set of Products, while available in Pipedrive, is not the tools strong point. I hope to see a more refined implementation of Product capabilities in future releases.

Lastly, it's important to note that the pre-defined reporting only starts to make any sense after some history of data is available. Some of the reports make sense after a few weeks of diligent use of the system by the sales team. Other reports will likely only make sense after a few months of system usage. Obviously this problem is relevant to any sales tracking system, not just Pipedrive.

Sliding feature where opportunities can be moved easily from one tier to another.

No calling functionality. Email sync also does not work well sometimes. Doesn't track all the emails sent/received