What users are saying about
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Top Rated
216 Ratings
15 Ratings
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Score 8.9 out of 100

Pipedrive

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Top Rated
216 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100

Likelihood to Recommend

Contactually, by Compass

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Barbara Carneiro | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Pipedrive
6.3
Customer data management / contact management
Contactually, by Compass
9.8
Pipedrive
6.5
Workflow management
Contactually, by Compass
9.5
Pipedrive
7.8
Territory management
Contactually, by Compass
8.9
Pipedrive
6.6
Opportunity management
Contactually, by Compass
9.4
Pipedrive
8.6
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Pipedrive
7.9
Contract management
Contactually, by Compass
6.0
Pipedrive
3.0
Quote & order management
Contactually, by Compass
6.0
Pipedrive
5.1
Interaction tracking
Contactually, by Compass
9.8
Pipedrive
7.1
Channel / partner relationship management
Contactually, by Compass
9.8
Pipedrive
4.3

Customer Service & Support

Contactually, by Compass
9.1
Pipedrive
2.9
Case management
Contactually, by Compass
9.7
Pipedrive
4.7
Call center management
Contactually, by Compass
8.0
Pipedrive
1.1
Help desk management
Contactually, by Compass
9.7
Pipedrive
3.1

Marketing Automation

Contactually, by Compass
9.7
Pipedrive
8.2
Lead management
Contactually, by Compass
9.8
Pipedrive
7.7
Email marketing
Contactually, by Compass
9.5
Pipedrive
8.7

CRM Project Management

Contactually, by Compass
6.3
Pipedrive
6.3
Task management
Contactually, by Compass
7.0
Pipedrive
8.0
Billing and invoicing management
Contactually, by Compass
5.0
Pipedrive
4.1
Reporting
Contactually, by Compass
7.0
Pipedrive
6.8

CRM Reporting & Analytics

Contactually, by Compass
7.0
Pipedrive
5.0
Forecasting
Contactually, by Compass
7.0
Pipedrive
5.1
Pipeline visualization
Contactually, by Compass
7.0
Pipedrive
8.1
Customizable reports
Contactually, by Compass
7.0
Pipedrive
1.7

Customization

Contactually, by Compass
7.0
Pipedrive
6.1
Custom fields
Contactually, by Compass
7.0
Pipedrive
8.2
Custom objects
Contactually, by Compass
7.0
Pipedrive
7.6
Scripting environment
Contactually, by Compass
7.0
Pipedrive
1.0
API for custom integration
Contactually, by Compass
7.0
Pipedrive
7.4

Security

Contactually, by Compass
7.5
Pipedrive
7.2
Single sign-on capability
Contactually, by Compass
9.0
Pipedrive
6.1
Role-based user permissions
Contactually, by Compass
6.0
Pipedrive
8.3

Social CRM

Contactually, by Compass
8.4
Pipedrive
1.1
Social data
Contactually, by Compass
9.8
Pipedrive
1.1
Social engagement
Contactually, by Compass
7.0
Pipedrive
1.1

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Pipedrive
3.6
Marketing automation
Contactually, by Compass
9.8
Pipedrive
3.6
Compensation management
Contactually, by Compass
Pipedrive
3.5

Platform

Contactually, by Compass
9.4
Pipedrive
8.0
Mobile access
Contactually, by Compass
9.4
Pipedrive
8.0

Pros

Contactually, by Compass

  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
Anonymous | TrustRadius Reviewer

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 | TrustRadius Reviewer

Cons

Contactually, by Compass

  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Leilani Chin | TrustRadius Reviewer

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 | TrustRadius Reviewer

Likelihood to Renew

Contactually, by Compass

Contactually, by Compass 1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
Anonymous | TrustRadius Reviewer

Pipedrive

Pipedrive 8.2
Based on 2 answers
Unless I find something better...
Anonymous | TrustRadius Reviewer

Usability

Contactually, by Compass

Contactually, by Compass 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
Anonymous | TrustRadius Reviewer

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 | TrustRadius Reviewer

Support Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Pipedrive

Pipedrive 8.2
Based on 2 answers
Excellent support but had one issue that I was told was not an issue by later discovered to be a bug.
Ed Juline | TrustRadius Reviewer

Implementation Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Pipedrive

Pipedrive 8.2
Based on 2 answers
Experiment is the only way to start
Ed Juline | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | TrustRadius Reviewer

Pipedrive

  • Convenient user interface for our staff to work with.
  • Easy to train the Sales staff for the sales manager.
  • Better pricing and features when compared to other alternatives.
  • Dedicated to sales management, not mixed up, and no confusion.
  • Great automation & integration. It was easy for our Technical Team to do Slack integration.
Gamidu Wickramaarachchi | TrustRadius Reviewer

Return on Investment

Contactually, by Compass

  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
Sabrina Marshall-Wojtewicz | TrustRadius Reviewer

Pipedrive

  • Keeping everything organized has been a huge plus
  • By having organized records, different sales reps can take over opportunities easily
  • As other CRMs came on the market, I feel like Pipedrive is falling behind on their feature set, making it have a worse ROI over time
Stephen Steinberg | TrustRadius Reviewer

Screenshots

Contactually, by Compass

Pipedrive

Pricing Details

Contactually, by Compass

General

Free Trial
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

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Pipedrive
8.0

Likelihood to Renew

Contactually, by Compass
1.0
Pipedrive
8.2

Usability

Contactually, by Compass
7.0
Pipedrive
10.0

Reliability and Availability

Contactually, by Compass
Pipedrive
8.2

Support Rating

Contactually, by Compass
Pipedrive
8.2

Implementation Rating

Contactually, by Compass
Pipedrive
8.2

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