Pipedrive Reviews

Great for efficiency & simplicity

Comments: I’m really pleased with the improved efficiency we’ve achieved by switching to Pipedrive and I can’t see us moving away anytime soon.

Pros:

It’s incredibly easy to move data from your old CRM and set up your pipelines. Even easier to manage opportunities at every stage. The alerts, activities and send from Pipedrive features are great for keeping organised and the forecasting function is decent too.

Cons:

It is geared around the sales process/kanban view so can be a little limiting when using it as a hybrid marketing & sales CRM. The insights dashboard building area is good but it doesn’t allow you to create bespoke charts/tables for every possible data point (fair enough for the price point).

Alternatives Considered: monday CRM and monday.com

Reasons for Choosing Pipedrive: I inherited Insightly from a previous employee and it was a bit of a mess; we needed to simplify the sales process and get a much clearer view of our pipeline and marketing/contact data. Pipedrive was the obvious choice.

Switched From: Insightly

Reasons for Switching to Pipedrive: Price, simplicity of setup and wide range of easy-to-implement integrations were the main standout benefits of Pipedrive.

Very Useful Sales Tracking Software

Comments: In its capacity as a customer relationship management (CRM) system for our sales staff, it has proven to be rather effective. Although rather elementary, the lead assignment workflow automation is quite accessible and user-friendly.

Pros:

Simple to navigate and modify to fit your needs. The majority of the description of features and abilities is written in straightforward English. Resources for understanding one's talents are readily available and simple to use. A thriving ecosystem for third-party app integration, allowing us to seamlessly bridge gaps between essential business tools (email, Teams, Zoom, etc.).

Cons:

In all honesty, I can't think of much that I dislike about Pipedrive. Its interface may benefit from some modernization as it now appears somewhat dull and uninspiring. There is no more information.

Solid CRM tool well-integrated with the apps ecosystem

Comments: First time using Pipedrive, after years of experience using Salesforce and Hubspot, and I really enjoy the user-centered experience. The tool has allowed us to build powerful sales automation (Activecampaign, Zapier, Calendly, Clickfunnels, etc) to empower our team to focus on closing more deals.

Pros:

Very intuitive CRM, with solid integrations with other apps through Zapier.

Cons:

The licence is not cheap and it was difficult to migrate data seamlessly from one pipedrive account to another.

Good if you get a good deal

Pros:

The way to see the deals in the CRM is very easy to understand, and you can be ready to work in it with 10 minutes walkthrough

Cons:

It is complex to make deeper things, and requires time to get used to

Great Starter CRM for New Users

Pros:

Very easy to enter new contacts into the system, or to do a bulk import. Very Easy to search for contacts via the search query, including custom fields. You can select multiple contacts at the same time and edit their information in a multiselect format. Very easy to create custom columns that will enable you to organise the information that you need.

Cons:

Not the best with organising tasks automatically or checking for overlapping tasks.They do not have a lead generation tool in the form of a lead capture technology or widget.Does not have an email marketing integration like more modern Real Estate CRM's

My Pipedrive Experience

Comments: Overall, my experience with Pipedrive has been positive. The visual pipeline makes it super easy to track where each deal stands, and I also appreciate the real-time reporting. On the downside, the mobile app isn’t as powerful as the desktop version.

Pros:

How intuitive and visual it is. The interface is super user-friendly, and you can see your entire sales pipeline at a glance. It’s like having a chessboard where each piece represents a sales opportunity, and you can easily move them from one stage to another. Plus, the task automation is a lifesaver; it saves you tons of time on repetitive tasks. And the real-time reports are awesome for knowing exactly how your sales are doing without having to do any complicated calculations. Overall, it makes managing sales a lot simpler and even a bit fun.

Cons:

It can get a bit pricey. While the interface is generally cool, it can sometimes feel a bit overwhelming with all the options and settings available. It takes a bit of time to get everything set up just the way you want it. Also, the mobile app isn’t as robust as the desktop version, so managing things on the app is awfull.

A dream to work with as an admin/IT

Comments: Overall Pipedrive has been a success in our company thanks to the great integration into our lead generation and updating, plus the call planning tool.
We can have our Sales team use Pipedrive almost exclusively and talk about looking for an alternatives hasn't come up yet, neither from the IT nor the Sales team

Pros:

The API is the cornerstone of Pipedrive for me and my company. We have a very fluctuating target group and update our Leads every month, which was a pain in the past but the API makes a breeze. All around the API, the Automation and Filters allows our sales team to really concentrate on sales instead of checking leads and making decisions, they can just go down the prepared list and call.

Cons:

I'm only reporting/reviewing from the perspective of an admin user, and the only downside I can see is that with the mass of our leads we need to temper ourselves when updating because of the 10k a day rate limit.

My experience with Pipedrive

Pros:

It has helped us solve the problem of disorganized sales processes by providing clear and structured way to manage our deals and leads. Also it has improved customer relationship management.

Cons:

It is easy to navigate and user friendly nothing that i dislike towards it.

Pipe Drive Ease of Use

Comments: Love the ease of use and easy access. This makes tracking the statis of a project super accessible for our whole team

Pros:

I love being able to "drag and drop" clients from one stage of process to another as their job progresses.

Cons:

I really have no complaints for Pipedrive

Ideal and user friendly

Comments: So far it’s ideal for tracking sales and their current status.

Pros:

The layout and design setup. It displays our deals and messages in a smart style.

Cons:

Sometimes the settings messes with the integration of other systems we use.

Pipedrive makes it easy!!!

Comments: We have had a great experience. When we first on boarded Pipedrive, any questions we had were easily answered by the Pipedrive team. Truly great.

Pros:

We love everything about Pipedrive. It has so many desirable features for keeping your customer database as well as your sales 'deals' organized. It is a one stop shop, truly. We would love more than anything if every single department had something as easy as Pipedrive. It has never taken us more than one day to get someone trained on using Pipedrive, it's that easy!!! It keeps all dollar amounts, products, customer information, emails, reminders, notes, attachments, reporting, analytics, social profiles from your customers information, and more!! I highly recommend Pipedrive.

Cons:

We truly have no cons about this application..

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing Pipedrive: Infusionsoft was very difficult to use and to get everyone on boarded. We didn't like the face of it or the dashboard and it took way to many steps to get to a 'profile' of a customer.

Switched From: Keap

Reasons for Switching to Pipedrive: Customer Support at Pipedrive was helpful!!!

Really great tool if need more than Hubspot and less than Salesforce

Comments: Really great among all CRM tools if need more power than Hubspot CRM and don't want to shell out dollars for Salesforce. The mobile app is especially good among CRM tools.

Pros:

Pipedrive has some of the best integrations have seen at that price point in any industry -- the customer lookup in Trello being a prime example. The overall product quality is also incredibly high -- e.g., we can see all export reports ever pulled in the system for audit purposes.

Cons:

The biggest gap is consistent with almost any CRM on the market -- while we can drag & drop or bulk change statuses of tasks in spreadsheet mode, we can't change the task order within stage. Pipedrive *does* have some capability to hack this which we did on occasion -- specifically, just change up the event dates in the tasks and assign a custom field to be your actual due date -- it was clunky but it worked, and ultimately just use Trello for deal management.

Alternatives Considered: Salesforce Sales Cloud, SugarCRM, HubSpot CRM and Microsoft Excel

Reasons for Choosing Pipedrive: needed more CRM capabilities

Switched From: Microsoft Excel

Reasons for Switching to Pipedrive: general BCC of email, ability to do bulk edits, and drag and drop between stages

The Best CRM In The Game

Comments: Pipedrive is by far my favorite CRM after extensively reviewing over a dozen of them. I recommend it to all of my clients because of how versatile it is with third party integrations. I also recommend it to any beginners since you do have the option of getting WAY more features than anyone else offers at the top-tier package; all while being one of the least expensive.

Pros:

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.

Cons:

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.

Alternatives Considered: Zoho CRM, Agile CRM, monday.com, Copper and HubSpot CRM

Reasons for Choosing Pipedrive: Trello does not scale well and was not comprehensive enough for my needs

Switched From: Trello

Reasons for Switching to Pipedrive: Pricing, features and most of all a great and flexible UI/UX

Pipedrive is a total game changer! Hands down BEST CRM

Comments: Our customer service has been phenomenal since implementing Pipedrive! It's extremely rare a new lead or a task for a customer is missed and that only happens from user error (not setting a task for that customer). No more paper files. The activity log Pipedrive keeps of all our employees is an awesome feature too! We have used a few CRMS over the years and this one is by far the BEST. No big issues and we've been using this one since about 2017. Other CRMS are cheaper but like the old saying, you get what you pay for!

Pros:

Pipedrive was soooo easy to implement for our company. It is very user friendly and tech support is a email away. The most important aspect of Pipedrive is having all our customer files in a central location, easily accessible to keep notes and to set tasks for ourselves allowing us to provide excellent customer service that was not always perfect just using an Excel spreadsheet. Sorting all of our customers into different pipelines and stages is awesome too! Easily see where everyone is.

Cons:

The email feature has not been working. We use Yahoo Small Business for our emails and for some reason our emails unlink from Pipedrive and now we are unable to relink them but that's not a huge issue as each customer file in Pipedrive has it's own link you can paste in the BCC of your customer email and it copies it to that customer's Pipedrive.

Good enough for your sales team

Comments: Pipedrive is an excellent software for sales CRM purpose. Very easy to deploy, sales pipeline is customizable and it is actually a good match for SaaS type of companies. We can add next activity, log them and put necessary documentation in the deals. Having subscription and invoice options are really useful to track revenues. The reporting section is useful and there are plenty of metrics. It is possible to create different dashboards with certain metrics. Lead Booster add-ons cane be useful so that you can add chat bot or connect your web forms.

Pros:

Great tool to track and manage end-to-end sales activities. I like the illustrations when a deal is closed :) Possibility to integrate with many tools. Simple UI. Good reporting section with customizable dashboards. Forecasting and revenue tracking options - good for SaaS companies.

Cons:

When we had a smaller team, we just wanted to have a tool that we could use to track leads and deals. As we wanted to have more teams like marketing, client success and HR to use CRM, Pipedrive is not that capable. Another issue is that you need to pay extra to use some custom fields in the reporting.

A Powerful Tool for Organizing and Prioritizing Sales

Comments: All in all, I have found Pipedrive to be an incredibly useful tool for managing and tracking my sales pipeline. The features are comprehensive and the customization options allow you to tailor the platform to your own needs. The cost can be a bit prohibitive, but if you are looking for a powerful sales tool, Pipedrive is definitely worth considering.

Pros:

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.

Cons:

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 always End Up Coming Back

Comments: We've decided to now go all in with Pipedrive, we have a sales team starting and we're consolidating into it with some 3rd party apps linking to it such as Aircall, Apollo.io and PandaDoc but we'll be staying this time for sure.

Pros:

I started usig Pipedrive 3-4 years ago, I get shiny object sydrome and end up with another CRM, but always end up going back to Pipedrive. Insane value for money, and the UI and UX is incredible.

Cons:

Uploading lists from CSV can be a bit of a pain at first but once you've done it you're all good just save the template. Someof the new features like email automation have development to be done on them to get to status of something like Lemlist but it's still usable.

The Best CRM for Newcomers is Pipedrive

Comments: Pipedrive is a solid foundational platform, and if you need more advanced features, a more expensive plan or the marketplace should have what you're looking for. Nonetheless, the user experience (UX) might use some work. As your business grows, you may want to look into different options that give a more seamless user experience and additional integration features.

Pros:

Pipedrive is an easy-to-use platform that can help a small business kick off its sales and support operations. Many useful apps can be added to its functionality through its app store.

Cons:

There are a few compatibility issues that make using the system less than ideal. In particular, the OpenPhone phone integration was completely ineffective, and its setup process was quite cumbersome. There is a lack of comprehensive support documentation.

Optimizing sales with Pipedrive

Comments: Effortless operation. Simple to initiate use of. Simple and straightforward customer relationship management service for little businesses. It's a good product overall, but it doesn't get nearly enough credit or attention.

Pros:

It's the greatest pipeline tool I've used, plus it integrates with a ton of other services, so you can do cool stuff like having it dial leads for you as soon as they're created.

Cons:

Pipedrive does not have any big flaws in my opinion. Pipedrive is a promising CRM platform with strong future prospects. I just feel like Hubspot, which handles a lot of marketing, is the most comparable service, and that not enough people are aware of Pipedrive.

One CRM to rule them all

Comments: My fav. CRM

Pros:

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

Cons:

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)

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing Pipedrive: We needed more complex reporting. The price was lower too

Switched From: HubSpot CRM

Reasons for Switching to Pipedrive: Less complex, easy to use, price

The Best That I've Tried

Comments: A few months ago, I started using Pipedrive. Back then I chose Pipedrive because they were the only CRM that would allow me to create a customer field not only populate that data from a spreadsheet import, but allow me to update that same field later with some new data. I work a lot with quarterly data from the banks, so that was what won me over initially. At the time I compared it to Insightly, which does not allow updates to custom field from an import.
A few month later as my business developed, Pipedrive then added the integrated email feature. That was awesome. My business model was evolving, so I tried out Insighlty again, Soho and Trello because I knew others that were using it. While Insightly and Trello would allow you to assign emails to a deal or flow, it was troublesome. Soho doesn't allow any email assignments to a deal. I'll give them Kudos though because I paid $25 to try them out and they were kind enough to refund my money. Now I know there are more CRMs out there. And I figure some of the higher dollar ones might do everything that I want. But right now I am happy with what I am getting for my monthly rate with Pipedrive.
Is it perfect? No. It's about 85% of what I need. Pipedrive comes out with new features all the time, so I one day they might be up to 90-95% of what I need. So here are my Pros
Email Integration - with a click of the mouse I can assign an email to a deal.
The Ability to Update Custom Data
Mobile App
Customization
Communication with Support Cons
I could use some functionality to automate the creation of tasks as the deal moves from one stage to another. I am getting around that right now by using Automate.IO and Zapier. They both provide 5 Free automation scripts. The mobile app does not use email. So when I am out and about, I am using my Gmail for work and then I have to do some cleanup later with tying emails to deals. I can't flag emails. For example, in Gmail if it is an important email, I will star it so that it is a constant reminder for me to address something. It would be nice to have a feature to do that with Pipedrive. At the minimum, allow me to create an activity with the email with the click of a button. Lack of development communication - What's being worked on? Where is the developer / user conversation. It's not required, but it would be nice. Overall I do enjoy my Pipedrive.

Pros:

Email integration Mobile app Customization

Cons:

Email integration - I would love to be able to assign an email to multiple deals. Email flagging - I would love to be able to flag an email as important, like stars in Gmail, or have the ability to convert it to an activity. Email on the mobile app - doesn't exist, which forces me to use my Gmail

A CRM System that just Works for Sales Management

Comments: Overall a good experience using the platform my new team members just needed two days of training and found it easier to use.

Pros:

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.

Cons:

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.

Excellent CRM for its flexibility, integrations and smart automations.

Comments: Pipedrive makes it simple to record lead discussions, oversee open bargains, and track closed income for the commerce, it's a reasonably direct CRM that works with sales-led organizations. We digitized and overseen all of our client connections through this apparatus, in combination with Zapier, we too dealt with the LinkedIn contact points of interest of the individuals we communicated with, which had been a tremendous time saver. We are presently able to share over the organization the status of all bargains being outlined and arranged inside the organization, this has permitted us to create and oversee more trade, which rises to more income.

Pros:

It's simple to utilize with no bugs, has parts of valuable instruments, simple to tag and collaborate with other group individuals, incredible to form and customize reports. I like its usefulness and UX which implies I'm sparing 30% time on some errands over my ancient CRM (FreshSales), it moreover incorporates a wide extend of integrative. PipeDrive has permitted us to oversee numerous more leads than we seem some time recently, we are moreover able to section our leads and oversee e-mail campaigns based on who has talked to them and around what, it has professionalized our deals endeavors, adaptability and ease of setup has been priceless to us.

Cons:

It's kind of befuddling after you get new leads because I think you would like a lead inbox so you'll superior recognize leads and work from there without burrowing through the contacts segment. PipeDrive gets to be inconceivable for coordinating leads and opening an opportunity at a client, but it does exceptionally small for the real organization exertion or work exertion related with checking exploratory orders by a client.

Driving you pipeline to success

Pros:

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.

Cons:

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).

Waste of time on a trial

Comments: Very negative. Was misled by their support claims and was never able to actually talk to a person after repeated attempts. Will be looking for another software.

Pros:

Couldn't find a single pro to this software after using it for a couple hours.

Cons:

Signed up for a trial as I was interested in switching away from Hubspot. However when I signed up for a trial I was hoping to speak with someone over live chat to answer a few questions. They promote the live chat throughout their site, however their live chat is completely fake. It's just a looping answer tree with an AI bot that does not allow you to speak to a real person. Spent 20 minutes trying different answers to see if I could actually speak with someone to answer my questions and had no luck. Through this annoying AI bot I also tried to schedule a demo and was told I did not qualify for a demo. Lol, someone on a free trial who is interested in switching from a competitor doesn't qualify for a demo call? What a joke. I have no interest in using a software that provides zero real time human support and lies that they do when it's just some annoying chat bot that can't answer a question.

Alternatives Considered: HubSpot CRM