Pipedrive

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.

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.

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.