14 Reviews and Ratings
451 Reviews and Ratings
Great software for keeping track of things you've done or need to do with certain customers or potential customers.Incentivized
Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.Incentivized
Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.It also is great for having one depository for quotes and opportunities you and your company are working on.The marketing function seems to also work really well for sending out and tracking email campaigns.Incentivized
Great visual visibility of the funnel plus easy to drag the deals across the stagesThe email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.Would like to see each page be able to bring up more then 100 clients at a time.Incentivized
Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.Incentivized
-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.Incentivized
There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!Incentivized
Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.Incentivized
Experiment is the only way to start
Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.Incentivized
I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.Incentivized
Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.Incentivized
Pipedrive has had an extremely positive impact on our overall business objectives. More specifically, the return on investment has been magnified by the fact that it is fairly inexpensive.I can recall 2-3 conversations which prompted my boss and myself to note how convenient Pipedrive is.Like most companies, it can often feel like we are spinning many plates at once. Even when our team is not able to connect in person every day, our projects are capable of progressing. Pipedrive has allowed us to press forward where we (normally) would have lacked the communication necessary in doing so.Incentivized