What users are saying about
13 Ratings
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Top Rated
171 Ratings
13 Ratings
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Score 8.9 out of 101

Pipedrive

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Top Rated
171 Ratings
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Score 8.1 out of 101

Likelihood to Recommend

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker profile photo

Pipedrive

Pipedrive is well suited for small to mid-size companies that are in need of an inexpensive customer relationship management tool. If users within an entity are struggling to keep up communication between their organization and an outside (or internal) entity, the tool offers a great amount of easily accessed visibility. I've been told that some of the more robust platforms would better suit larger companies. For example, a large marketing firm might be better off with one of Pipedrive's more robust competitors. That said, my team and myself have been extremely satisfied with Pipedrive.
No photo available

Feature Rating Comparison

Sales Force Automation

Close
9.2
Pipedrive
6.4
Customer data management / contact management
Close
8.4
Pipedrive
6.4
Workflow management
Close
9.0
Pipedrive
7.9
Territory management
Close
8.0
Pipedrive
6.6
Opportunity management
Close
9.2
Pipedrive
8.4
Integration with email client (e.g., Outlook or Gmail)
Close
9.6
Pipedrive
8.2
Contract management
Close
10.0
Pipedrive
3.1
Interaction tracking
Close
9.6
Pipedrive
7.2
Channel / partner relationship management
Close
9.6
Pipedrive
4.4
Quote & order management
Close
Pipedrive
5.1

Customer Service & Support

Close
9.9
Pipedrive
3.0
Case management
Close
10.0
Pipedrive
4.7
Call center management
Close
9.6
Pipedrive
1.1
Help desk management
Close
10.0
Pipedrive
3.1

Marketing Automation

Close
10.0
Pipedrive
8.2
Lead management
Close
10.0
Pipedrive
7.7
Email marketing
Close
10.0
Pipedrive
8.7

CRM Project Management

Close
10.0
Pipedrive
6.5
Task management
Close
10.0
Pipedrive
8.2
Billing and invoicing management
Close
10.0
Pipedrive
4.1
Reporting
Close
10.0
Pipedrive
7.1

CRM Reporting & Analytics

Close
10.0
Pipedrive
5.0
Forecasting
Close
10.0
Pipedrive
5.1
Pipeline visualization
Close
10.0
Pipedrive
8.2
Customizable reports
Close
10.0
Pipedrive
1.6

Customization

Close
9.8
Pipedrive
6.4
Custom fields
Close
9.6
Pipedrive
8.5
Custom objects
Close
10.0
Pipedrive
8.1
Scripting environment
Close
10.0
Pipedrive
1.0
API for custom integration
Close
9.6
Pipedrive
8.0

Security

Close
9.5
Pipedrive
7.2
Single sign-on capability
Close
10.0
Pipedrive
6.1
Role-based user permissions
Close
9.1
Pipedrive
8.3

Social CRM

Close
10.0
Pipedrive
1.1
Social data
Close
10.0
Pipedrive
1.1
Social engagement
Close
10.0
Pipedrive
1.1

Integrations with 3rd-party Software

Close
9.0
Pipedrive
3.6
Marketing automation
Close
9.0
Pipedrive
3.6
Compensation management
Close
Pipedrive
3.5

Platform

Close
10.0
Pipedrive
8.6
Mobile access
Close
10.0
Pipedrive
8.6

Pros

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto profile photo

Pipedrive

  • Visibility: I can know in one view, at any given time exactly where every opportunity is, why it's there or why/where it may be stuck.
  • Priorities: 'Closest to the close', 'older is colder' are spot-on truisms. In a world of competing priorities, for both you and the customer, choices are made, more often because the solution is a perfect match AND, the sales team follows up in an intelligent & respectfully, timely manner. (not just when it's month-end. So this Actions Today or Overdue visual reminders are what moves opportunities to closure, and create repeat and referral revenues too.
  • Call Center features: great customer support is a key differentiator these days. Customers value knowing they can reach anyone they call in customer support without having to go through their entire account history, only to be transferred to someone else, and start all over. CS can immediately see and understand the why and the where of each customer, in an easy to comprehend visual display - get up-to-speed quickly and answer their query well-informed.
  • Insights: Every customer action/interaction is recorded, providing tremendous insights into purchase (or non-purchase) patterns. That real-time analytics can accelerate sales and potentially drive new market or new product development opportunities.
  • Mobile: Salespeople are mobile. Having full access to Pipedrive on any mobile device lets salespeople do what they do best: listen to what customers are asking for, follow-up and get things done. It makes them want to use the tool, rather than avoid it.
Jackie Bassett profile photo

Cons

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty profile photo

Pipedrive

  • Personally, I would like for their reporting functionality to be a little more robust and easier to use. It looks like they are improving it on a regular basis, but with out using some other data visualization or business intelligence tools, it can be tough to get granular data. For us, not even close to a deal breaker.
  • I would like to see them expand their telephony integrations to include more providers. Specifically DIalpad (hint-hint) - however, since our company doesn't have a call center sales operation maybe this is just me being too picky.
  • I would like for them to an easier to use goal setting and daily activity counter type feature. For example I want to see quickly that each day I need to call 25 leads, set 5 appointments, hold X number of demos etc.
Justin Angelson, Digital and AI Solution Expert profile photo

Likelihood to Renew

Close

No score
No answers yet
No answers on this topic

Pipedrive

Pipedrive 8.2
Based on 2 answers
Unless I find something better...
No photo available

Usability

Close

No score
No answers yet
No answers on this topic

Pipedrive

Pipedrive 10.0
Based on 2 answers
Pipedrive is an amazingly excellent CRM and I definitely recommend that all sales people use it. It is extremely versatile both in its day to day use as well as reporting. It has helped me gather insight into the overall progress of certain pipelines in my business. It has been worth every cent spent
Nick Thomson profile photo

Support

Close

No score
No answers yet
No answers on this topic

Pipedrive

Pipedrive 8.2
Based on 1 answer
Excellent support but had one issue that I was told was not an issue by later discovered to be a bug.
Ed Juline profile photo

Implementation

Close

No score
No answers yet
No answers on this topic

Pipedrive

Pipedrive 8.2
Based on 1 answer
Experiment is the only way to start
Ed Juline profile photo

Alternatives Considered

Close

Close.io strikes an important balance between power (features / functionality) and simplicity, making it an enjoyable and powerful platform to use. It's also priced favorably to Salesforce
Erik Zahnlecker profile photo

Pipedrive

Pipedrive is nowhere near as capable as Salesforce, but it's also much easier to manage. I think of Pipedrive as a simple version CRM that is good for managing inbound lead's interests in an organized way. When you have a larger sales structure with different components and teams it may not have the capabilities you need.
Brett Eskelson profile photo

Return on Investment

Close

  • I can search by my notes & activity, which saves a lot of time.
Joe Gatto profile photo

Pipedrive

  • It had a positive impact on our ROI. We had been keeping all of our leads on google sheets and inevitably during busy selling seasons, some leads can slip through the cracks or not get followed up with quickly enough. Pipedrive makes that virtually impossible so long as a rep is logging in. There were two leads specifically I can remember where reps said that Pipedrive reminded them to follow up at the right time, and that paid for the service several times over.
  • In addition to reminding reps to follow up with sales leads, we used it with current customers as well and this helped us with customer retention.
Jason Carlage profile photo

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Pipedrive

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

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