Likelihood to Recommend Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
Read full review 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.
Read full review Pros Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually. Email sync. Syncs in real time with your email account, which is huge. Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time. Read full review Great visual visibility of the funnel plus easy to drag the deals across the stages The 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 Read full review Cons Make it so one can set the time at which the emails go out. Make it easier to set up my workflow. Joe Gatto VP of Marketing & International Business Development
Read full review 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. Read full review Likelihood to Renew -2 for Its cost and +8 for the need of tracking of leads and monitoring of team.
Read full review Usability It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
Read full review 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!
Read full review Support Rating I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
Read full review 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.
Read full review Implementation Rating Experiment is the only way to start
Read full review Alternatives Considered Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and
Pipedrive kept falling short. We built our own custom solution in
Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
Read full review 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.
Read full review Return on Investment Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue. Read full review 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. Read full review ScreenShots