Pipedrive Reviews

Most CRMs force you to use it the way they think is best. But not all sales teams are alike. Pipedrive works well for us because we can customize it to work exactly how we need it. Customizing is easy and does not require coding.

Pipedrive integrates nicely with services like Zapier and various forms of plugins. This allows us to connect our CRM with all of our software applications.

Pipedrive has great email functionality, but it lacks a shared inbox (similar to Help Scout). We have a general sales email that our team manages as a sales team. If you want to use Pipedrive, you are forced to require all salespeople to communicate with their email instead of company-wide accounts.

This creates separation within our organization as we can't rely on Pipedrive for email communication.

1) You can send emails directly from the platform! This gives you an edge on your communication efforts and helps you trigger alerts, get notifications and manage a large volume of clients - often simultaneously.

2) The interface is very easy to use and there is no steep learning curve necessary for one to get accustomed to the platform. This also encompasses of how easy it is to navigate through the platform.

3) PipeDrive can seamlessly integrate with many third party service providers. We have had no problems integrating PipeDrive with MailChimp, Slack, Gmail, LinkedIn, etc

4) PipeDrive will never let your leads go stale. Leads that need following up with will be highlighted based on the criteria designed by the user. Intuitive icons beside each lead can give you a detailed picture as to what stage of your business process the lead is on and what required action needs to be taken.

5) PipeDrive makes it super easy to enter leads and move them through various stages of your business process.

6) Inter-departmental communication is a breeze. I've noticed a strong synergy between our sales and marketing department after implementing PipeDrive in our organization. It's very convenient to identify high potential leads and PipeDrive eliminates the need of trying to give the next department a detailed back-story about leads during a hand-off. This saves a LOT of time.

7) Dashboards can help you evaluate and track project progress at a glance.

1) We are unable to send one email to multiple contacts. Right now, we have to send them out one after the other. Sincerely wish they look into this.

2) Usually hands when processing large volumes of data.

3) Not suitable for large firms and organizations. I deem this to be an entry/Beginner CRM platform.

4) There aren't any built-in marketing and contract management tools.

Their pipeline view is fantastic, no doubt about it and that's what attracted me to the product in the first place. Their web form and chatbot are quite helpful as well.

Support isn't very helpful. Many times during my association with them I have felt that we are completely helpless and stuck fending for ourselves. They are polite but ineffective. We have been unable to create any new accounts on the system for over 3 weeks and ever after raising multiple tickets there is no update and no solution. Forget about using their mobile app it hasn't worked for over a year.

Considering Pipedrive's emphasis on multi-staged sales processes, it might not be the greatest choice for fast-closing sales teams.

It would be useful if users could use the app to deliver video messages to customers. Sorting fields can make report configuration difficult.

It offers a lot of features that can be used to help manage customer relationships, track sales, and organize marketing campaigns. It is a great tool for managing customer relationships because it allows you to keep track of all customer information and interactions in one place. It also allows you to set up automated tasks, follow-ups and reminders, as well as track all sales activities. Additionally, it offers a variety of analytics and reporting tools to help you gain insights into your sales process.

It is not very user-friendly, especially for those who are new to the software. Also, it is quite expensive and updates can be slow. However, if you are willing to invest in the software, it can be beneficial for managing customer relationships, tracking sales, and organizing marketing campaigns.

Pipedrive is a fantastic CRM tool that has greatly improved my team's sales process. The interface is user-friendly and intuitive, making it easy for my team to navigate and manage leads and deals. The visual pipeline feature is particularly useful, as it allows us to easily track the progress of deals and make adjustments as needed. Additionally, the mobile app allows me to stay on top of my sales activities even when I'm on the go.

One downside of Pipedrive is that it can be a bit pricey for small businesses. Also, it could have a better integration with other apps, like google calendar, and some other features like generating quotes, invoices and proposals.

Super easy to use, well prices. I think the biggest advantage for my team is the reporting module - easy to customise reports.

Maybe it could have more fancy stuff to help generate/manage leads from the marketing perspective. It simply could have more features around lead generation or maybe some AI to help us get more out of our leads (more deals)

As a result of Pipedrive's adaptable design, we've been able to streamline our approach to lead management and employee evaluation. The Ul process is straightforward and multi-staged, and it can be modified to meet the specific needs of every given business.

In our use case, we deal with a large number of leads across all of our accounts, thus managing the deals by drag and drop can become tedious at times.

so power for the price and very easy to manage the pipeline

It's UX could use a bit more improvement and simplification

we can integrate easily. the lead process is intuitive.

price and less incentives. also is not easy to track email responses and provide a track timeline connected with the lead strategy.

1. Interface that is simple and easy to use: Pipedrive features an intuitive interface that is user-friendly and makes it simple for users to get started and quickly master using the platform.2. Customizable: Pipedrive users can add custom fields, design unique views, and create bespoke reports to match the particular requirements of their businesses.3. Integration with other tools: Pipedrive has a number of other tool integrations, including with Google Calendar and email systems, which helps to improve workflow and productivity.4. Task and activity management: Users can stay organised and on top of their activities with the help of Pipedrive's powerful task and activity management tools, which include the option to set deadlines and reminders.5. Sales forecasting: Users may predict future sales and make wise business decisions using Pipedrive's sales forecasting features.

Pricing: Compared to other CRM products on the market, some users may find Pipedrive's pricing to be on the expensive side.Limited integrations: Pipedrive does integrate with a number of tools, but there aren't as many as there are with other CRMs.Lack of some features: Some customers might discover that Pipedrive is deficient in some functionality, such as sophisticated project management or customer support facilities.Pipedrive has limited customization choices, so while it does offer some, some users may not find them to be very accommodating.Complexity: A small learning curve may be necessary for some users to properly utilise all of the platform's features.

Ease of use, good service. I also appreciate how fast they ship updates.

It is a little bit too much focused on sales for me, as I am mainly using the CRM features but I understand that that is its main use for most people.

Pipedrive has been an incredibly helpful tool for helping me to organize and prioritize my sales. It has a really intuitive design that makes it easy to use and the customizable options allow you to tailor the platform to your own specific needs. The analytics and reporting features are also very comprehensive and provide valuable insights into our sales pipeline.

One downside to using Pipedrive is that the cost can be quite steep, especially if you want to unlock all the features. Additionally, there are some issues with the user interface that can be confusing at times.

I like the simplistic UI, the customizability, and the fact that Pipedrive has the widest range of integrations in it's class. I would go as far as to call it MODULAR, meaning you can add pretty much any feature you'd like via 3rd party integrations. With this is mind, you'll never be limited to some of the things Pipedrive doesn't do as well. Alternatively, if you're looking for everything under one roof, Pipedrive does this better as a whole than any of the competition.

I'm not a huge fan of how some of the very simple features are blocked off from the lowest price plan. Since I prefer the 'modular' setup, this is the only plan that makes sense to me, but I do miss some of the features like important fields that display certain fields first based on where the deal or person / organization is in the pipeline.

I used to run the top tier package from Pipedrive, and I wasn't really impressed with the automation features. They're a bit limited and the triggers don't always work.

I think (because i tried others), this is a software with a great ease of use and configurability, and especially it is a software that becomes addictive to use, which returns in profits for your business. Lately, a lot of updates were being made focused on controlling the communication with the client itself. Good Tech Asist too!

If I have to point a "Con" is about these updates I said before... Every new feature has a limited range of use if you don't want to pay more.

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 one of the best tools ever. You can have a very complete CRM system but also, a contact center, chatbot, email mkt and dashboard with personalized reports

There is no cons for our team and company it´s great

It's super easy to setup and keep running. The support team -- the best ever in my 20+ IT sales experience.
For sure would be my choice if changing job or building a company. No doubt.

Price, it's a little expensive.
The pre-sales (SDR part) could be a little stronger and cheaper. If you have a heavy/complex process here, maybe you will need another software to handle your leads before send to the sales team.
The analytics was very good for us till a moment. We move on to a BI (Google Stack) to handle all information needed.

I have had the opportunity to explore and evaluate Pipedrive software. In my experience, Pipedrive is a highly effective customer relationship management (CRM) software that helps businesses streamline their sales processes. One of the main advantages of Pipedrive is its user-friendly interface, which makes it easy for both sales representatives and managers to use. Additionally, the software offers powerful reporting and analytics features that provide businesses with valuable insights into their sales performance.

While Pipedrive has many benefits, there are some cons to consider. For instance, the software's pricing model requires businesses to upgrade to a paid plan to access some of its features. Also, some users have reported that the software can be slow to load when working with large amounts of data. Despite these drawbacks, I believe that Pipedrive remains a highly effective tool for managing and optimizing sales operations.

We have tried and bought countless CRM's for our small Commercial Real Estate firm. We've spent over $100,000 reviewing, consultants, setting-up time (dedicated payroll) and purchasing the CRM software. No matter how many times we try to move-on to the latest and greatest CRM software with all the newest features, we keep going back to Pipedrive. The simplicity, clean layout, customization (without a consultant) and price just keeps us coming back to Pipedrive.

We can make countless custom form fields, add phone, text, chat, IVR, email. They have a generic version of AI which looks up a contacts Social Media info and business data. There are management controls and reporting.

The software could be more robust and add more Multi-Channel marketing features, but we haven't found a better system for the price or one that didn't require another 6-month long "consultant" to customize it, only to learn that what we really wanted was not doable. I'm finished searching for and customizing CRM's because Pipedrive has done the job well-enough for us.

The software could be more robust and add more Multi-Channel marketing features. We prefer CRM's that have all of the communication features included, such as email, chat, text, call, etc. Recently, Pipedrive added a phone system, but you are required to upgrade to a "Pro" account. We would prefer to just pay for the feature per agent, vs increasing the price for all of our agents for a simple feature like adding a phone, etc.

Ease of use.
Deal Rotting
Deal dollar amounts
Dragging deals from the various stages
Multiple Pipelines
Outlook Email Integration
Mobile App
Everything is customizable
File uploads
Weighted deal dollar amounts
Color coded icons for activites that are due, expired, or have not been assigned yet
emails for activities that are due that day.

Sometimes when you add a deal, you ahve to refresh in order for it to show. Also when you edit a deal and add a note for example, that deal moves to the bottom or top of the list in that various stage. It would be better if that deal stays where it currently is in that stage, even if you update something in that deal.

I've been using Pipedrive for a while now, and I've got to say, I'm really impressed with the software. What I like most about it is its simplicity and ease of use. The interface is clean and intuitive, making it a breeze to track and manage my sales activities, from initial leads to closed deals. Plus, the analytics and reporting tools are top-notch, allowing me to easily monitor my sales performance and identify areas for improvement.Another aspect of Pipedrive that I really appreciate is its integration with other tools. It seamlessly integrates with my email, calendar, and CRM, streamlining my sales process and making me more productive. And, the best part is, it's highly customizable, so I can tailor it to meet my specific needs and requirements.

While I have found many things to love about Pipedrive, there are a few areas that could use improvement. One thing I like least about the software is that some of the advanced features can be a bit difficult to access and use. It can take some time to get the hang of these features and figure out how to use them effectively.Another issue I have encountered is that the software can be slow to load at times, especially when working with large amounts of data. This can be frustrating and slow down my work, especially when I need to access information quickly.Finally, I've noticed that the mobile app could use some improvement. The interface can be a bit clunky and some features are not available on the mobile app, which can make it difficult to manage my sales activities while on the go.These are just a few of the things I like least about Pipedrive, but it's important to note that these issues are minor compared to all the great things the software has to offer. Overall, I find Pipedrive to be a valuable tool for managing my sales activities, and I would recommend it to others.

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

The pro's from my perspective using Pipedrive are:
1) Simplicity: It allows salespeople to focus on what's critical - managing accounts, deals and most importantly, driving next-actions to move deals through the pipeline to closure.
2) Customization: Just enough ability to customize field types, add needed fields to meet your business needs, but not too complicated where it creates over-complexity to the user base.
3) UX: Clean, simple user interface / experience. Many CRM's overcomplicate the UX. Pipedrive delivers a UX that is easily understood, intuitive, and easy to train.
4) Cross-Platform Performance: Solid mobile access with offline capability. This is critical to salespeople and business professionals on the move. The ability to capture notes and add tasks on my phone and tablet are critical - as well as do so on a plane and sync up later.
5) Reports & Export Capability: simple and easy export capability and reports functionality.

There are a few areas I would like to see improvement:
1) The ability to distribute meeting notes to Pipedrive and non-Pipedrive users.
2) Enhanced Search: Would like to see more robust search engine across the platform. Currently see some limitations in searching titles vs. body of meeting notes for example. As we generate more content, meeting notes, attachments, the need for enhanced search will be needed.