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Pipedrive has proven to be a versatile tool with a range of use cases across various departments and industries. Users have found it …
Starting at $24 per month
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What is Pipedrive?
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
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Popular Features
- Opportunity management (57)8.888%
- Pipeline visualization (60)8.686%
- Integration with email client (e.g., Outlook or Gmail) (55)7.373%
- Custom fields (56)7.272%
Pricing
Essential
$14
Cloud
per month (billed annually)
Advanced
$29
Cloud
per month (billed annually)
Professional
$49
Cloud
per month (billed annually)
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.pipedrive.com/plans
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $24 per month
Product Demos
Ultimate Guide Getting started with Pipedrive.
YouTube
Connecting favorite tools with Pipedrive.
YouTube
Pipedrive’s Smart Docs features for scaling how an operation handles important documents such as contracts.
YouTube
Categorization of contacts and creating email distribution groups used to bulk-send emails.
YouTube
How to automate daily tasks to streamline the sales process across a team, minimize human error and save time.
YouTube
How contacts are displayed in Pipedrive and how to track the actions and processes connected to them.
YouTube
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What is Pipedrive?
Pipedrive helps companies of all sizes to improve sales. Boasting users among over 100,000 companies, Pipedrive is designed to fit the needs of salespeople, sales managers, business operations, contact managers, lead managers, business owners, designers, financial advisors, project managers, and others, in a range of different industries. From SaaS and software to Real Estate, including others such as Retail, Recruitment, Non-Governmental Organisations, Logistics and transport, Manufacturing, Customer support, Healthcare, Banking, etc. Pipedrive features help customers average more deals, increase the average value of their closed deals, and reduced the time it takes them to close.
Some Pipedrive top features:
· Visual sales pipeline: Displays the entire sales process at a glance. Deals are updated by dragging and dropping them into place. Customized to match the sales cycle.
· Team collaboration: On deals and activities with colleagues, wtih shareable updates on sales operations and wins.
· Reporting and dashboards: Offers detailed reporting on sales and key activities. Tracks progress against goals in the dashboard.
· Activity reminders: Reminders for all sales activities to stay on top of deals and never miss follow-ups.
· Segment leads: Supports filtering, categorization, segmentation and sorting of leads to create targeted lists for personalized communications.
Some Pipedrive top features:
· Visual sales pipeline: Displays the entire sales process at a glance. Deals are updated by dragging and dropping them into place. Customized to match the sales cycle.
· Team collaboration: On deals and activities with colleagues, wtih shareable updates on sales operations and wins.
· Reporting and dashboards: Offers detailed reporting on sales and key activities. Tracks progress against goals in the dashboard.
· Activity reminders: Reminders for all sales activities to stay on top of deals and never miss follow-ups.
· Segment leads: Supports filtering, categorization, segmentation and sorting of leads to create targeted lists for personalized communications.
Pipedrive Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
Platform Features
- Supported: Mobile access
Pipedrive Screenshots
Pipedrive Videos
Pipedrive CRM
Pipedrive supports businesses just diving into a CRM for the first time. In this video, the TrustRadius team goes over this CRM solution.
Pipedrive Onboarding Tour
Pipedrive Integrations
Pipedrive Competitors
Pipedrive Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Linux, Mac |
| Mobile Application | Apple iOS, Android, Mobile Web |
| Supported Languages | English, French, German, Portuguese, Spanish, Spanish, Chinese, Czech, Dutch, Estonian, Finnish, Indonesian, Italian, Japanese, Korean, Latvian, Norwegian, Polish, Russian, Swedish, Turkish, Ukrainian |
Frequently Asked Questions
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
Pipedrive starts at $24.
Reviewers rate Task management highest, with a score of 9.
The most common users of Pipedrive are from Small Businesses (1-50 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Pipedrive has proven to be a versatile tool with a range of use cases across various departments and industries. Users have found it effective for applicant tracking, business development, and project management. Its flexible data entry and pipeline creation capabilities have allowed users to organize customer data and stay accountable. With its extensive fields and collaborative features, users have been able to track details about people and interact with team members on deals seamlessly. Pipedrive's automation capabilities and integrations with other tools have streamlined business processes, making it suitable for sales, business development, partner development, hiring purposes, and more. Additionally, the software's integration with G Suite and other applications has made it a central platform for various business processes. Pipedrive's visual pipeline feature provides visibility into deals won, open deals, prospects, and pipelines, making it valuable for sales management and organization. Users also appreciate its affordability and customization options, making it an ideal choice for young companies building a sales team. Overall, Pipedrive has become a transparent tool that reduces email clutter related to sales activities, ensures follow-ups are not missed or forgotten, streamlines the sales process, automates repetitive tasks, facilitates communication between teams, and allows for easy management of pipelines and stages.
Highly Customizable: Many users have praised Pipedrive for its high level of customization, allowing them to tailor the software to their specific needs. This feature has been commended by multiple reviewers for optimizing their workflow and making the software more efficient.
Effective Sales Pipeline Management: Pipedrive's ability to track and log leads and deals has been highly valued by users. Several reviewers have found this feature to be a valuable tool in providing insights into their sales pipeline and enabling effective sales process management.
Streamlined Communication and Integration: The integration of Pipedrive with email and other tools has received positive feedback from users. Multiple reviewers have appreciated how this integration streamlines communication, making it easy to track conversations and ensuring important information is always accessible.
Limited customization options: Several users have expressed frustration with the lack of customization options in Pipedrive, particularly when it comes to creating custom content areas. This limitation has been mentioned by multiple reviewers and is seen as a drawback for those who require more flexibility in tailoring the software to their specific needs.
Need for advanced reporting and automation features: Some users have voiced their desire for more advanced reporting and automation features in Pipedrive. These reviewers feel that the current capabilities are not robust enough, and they would like to see improvements in these areas to enhance their sales processes and efficiency.
Tricky drag-and-drop deal management: The drag-and-drop deal management feature in Pipedrive has been described as tricky and visually overwhelming when there are multiple deals in the pipeline. This has led some users to find it difficult to effectively manage their deals, resulting in a less intuitive user experience.
The majority of users recommend using Pipedrive for sales pipeline management, lead management, and deals optimization. They find it to be a pure CRM platform without excessive features, making it suitable for startups and small to medium-sized businesses. Users also appreciate its ease of use and integration capabilities with other tools. Pipedrive is suggested for managing sales leads, customer relationships, sales activities, and deal tracking.
Users who have little expertise with CRM and need assistance highly recommend Pipedrive. They find it to be an organized sales management system that is easy to use and integrates well with other tools. Pipedrive is considered a robust CRM option that is user-friendly, making it suitable for individuals who are new to CRM software. It is recommended for any type of company that wants a streamlined and efficient sales management system.
It is advised to thoroughly evaluate whether Pipedrive meets all requirements, especially in terms of sales and marketing needs. Users suggest obtaining a Service Level Agreement (SLA) on performance, speed, and load times as there have been occasional issues with slowdowns. While the import process from other CRMs is straightforward, users recommend considering the limitations of automation and exploring alternative solutions if complex integration customizations are necessary.
Attribute Ratings
Reviews
(26-50 of 62)Companies can't remove reviews or game the system. Here's why
August 31, 2019
Suitable for small teams with low budget.
Pipedrive is used by our Enterprise Sales team in our company. We have two types of customers, value and volume. The value side of the sales business is managed in Pipedrive.
- The platform is easy to use and user-friendly.
- Moderate prices.
- Functional mobile application.
- Limited functionality. Not suitable for large sales teams and big operations.
- Standalone sales process management and CRM. There are no built-in marketing tools.
- There are no built-in contract management tools.
August 05, 2019
My favorite CRM
Great lightweight CRM system that can be set up in an hour and leveraged to increase sales quickly. It's basically just a flat relational database that can be viewed as a pipeline. Think of three spreadsheets that are linked together. There is even a spreadsheet view that lets you view your sales data in a coherent format.
- Sales management
- Deal management
- Sales reporting and organization
- Loads slowly with large amount of contacts
- Their partner program is not retroactive. we have referred them a lot of business we don't get credit for!
July 20, 2019
THE ONLY sales CRM you should use!
Pipedrive is being used by the company, at the moment we have two Pipedrive accounts that we use for sales, leads, and to keep a record of all of our prospects and people we have contacted and are contacting.
- It’s great for a full view of your current pipe line
- It’s great for keeping track of prospects.
- Great for keeping a record of all people you’re speaking to.
- Could be better at automatically recording call history from VOIP service.
- Needs better analytics.
May 29, 2019
Pipedrive Review
At BOS Digital, we were looking for a solution to help manage and organize our sales process and give more visibility to deals won and open deals and prospects in the pipeline. We reviewed several solutions, but Pipedrive was the only affordable option without moving into something like Salesforce, with a stable user interface and experience and enough capability to act as a basic CRM and with customizable dashboards to track different pipelines. With an affordable license structure as well, we're able to move our reps into the system and meter our growth as a sales team. I highly recommend this option for a young company building a sales team.
- Pipeline Dashboards
- Contact Management in a CRM Style System
- Affordability for the options
- Zapier Integrations
- Automation of certain functions
- Management of residual deals and revenue
April 25, 2019
Pipedrive is a winner for our funnel!
Not only is PipeDrive great for the sales team, but we have implemented it for franchise development and the event coordination side of our business.
We find Pipedrive to be wildly helpful in organizing contacts and keeping our events in order. It is very useful to have different pipes for different aspects of the sales funnel. We appreciate the interface!
We find Pipedrive to be wildly helpful in organizing contacts and keeping our events in order. It is very useful to have different pipes for different aspects of the sales funnel. We appreciate the interface!
- Ease of use.
- Shareable.
- Organized.
- Could be better implemented with our phone software.
- E-mail tracking can be spotty.
February 11, 2019
Great/Inexpensive/Intuitive CRM Tool
We use Pipedrive as a Customer Relationship Management tool. The software is specifically used by a few folks who are part of our administrative team. It can be extremely difficult to track communication between our team and other vendors, key individuals, entities, and even other folks within our organization. Pipedrive allows its users to quickly check to see communication history, contact information, and future planned meetings/calls/activities. Rather than calling a teammate to check on the status of a project, I can simply check Pipedrive. It is worth noting that, even though the tool is only being used by a few teammates, the product could easily be leveraged across our organization.
- The software allows users to blind carbon copy a project-specific e-mail address, which will automatically populate Pipedrive with details/attachments related to that particular e-mail.
- Pipedrive syncs with Google's G-Suite products very well.
- Dashboards are available to see project progress "at a glance".
- The customer relationship management tool is relatively inexpensive.
- The software is extremely intuitive and did not take us long to "master."
- The software could benefit immensely by offering a feature similar to Dropbox. It would be great to have the capability of granting outside individuals access to a sharefile portal housed within Pipedrive. To my knowledge, Pipedrive does not offer this capability. However, it is worth noting that users have the ability to upload items that have been sent to them. In fact, if a file is attached in an e-mail that has had the "special" project specific e-mail address carbon copied, Pipedrive will upload the attachments to a repository.
December 13, 2018
Manipulating your data
I started using Pipedrive as my main outreach tool. I've imported all the contacts that I had and created several templates for outreach. So the basics would be that I would send initial outreach mail and change the state of that deal to the next state. Then I would follow up on that outreach email if there were no answer for about 3 days. The main purpose of using Pipedrive was to get in touch with as many contacts in as less time possible with best possible results.
- Labeling Contacts.
- Adding notes to deals and pinning them to the top.
- Email integration with any email provider/client.
- Bulk contacting. Pipedrive does not have the option to send one email to multiple contacts at once, but instead, you would have to send them 1 by 1.
- Not so great customization of importing data to Pipdrive through csv files. Too many required fields that don't even make sense.
December 12, 2018
The right sales CRM for a smaller business looking to scale its Sales management and organization.
We used Pipedrive to track account manager sales and training contacts as well as sales manager accounts and contacts. We've found it to be integral in our goal of reaching new accounts and maintaining contact with an ever-growing client base. In order for us to scale, we needed the organization and accountability among those teams, and Pipedrive was a key to that scalability.
- Extremely intuitive and clean user interface. There aren't a lot of unnecessary bells and whistles involved.
- Dashboard features were perfect for tracking numerous sales pipelines.
- Reporting features were easy to use and highly customizeable.
- Phone carrier integration would be helpful.
- Calendar syncing features could be improved.
- Ability to track more activity types.
November 19, 2018
Pipedrive for Sales Team
We use Pipedrive to measure our sales team's pipeline activity and metrics. We check it on a weekly basis in our sales meeting to forecast for the week, month, quarter, and year. Pipedrive allows us to easily view all sales team members pipelines, opportunities won, and opportunities created in a given time frame.
- Dashboards are easy to view
- Reporting is great
- Easy to toggle between sales team members
- Could be easier to navigate
- Reporting can miss things easily
- UI could use update
November 02, 2018
A great tool for early stage companies.
Pipedrive is currently used by our sales and marketing department. Sales uses it for pipeline tracking, customer appointments information adding, and tracking proposals. Our marketing teams use Pipedrive for data collection, interpretation, and email marketing campaigns. It has solved the problem of inputting and managing our customer data so that we have it centralized along with our close ration, and monthly revenue.
- Pipeline tracking
- Sales close ratios
- Customer information and data collection
- It doesn't plug in to other SAAS devices well.
- The functionality is limited in certain areas.
- It's a great tool for small businesses, but as we scaled
October 01, 2018
Every sales team needs Pipedrive
We use Pipedrive to visualize our sales process. It has really brought our team together and helped them to understand the stages of the customer journey, and has helped us to identify bottlenecks. It also helps us to collaborate on followups.
- Visual customer journey
- Great integrations
- Great support
- Great peer support in the Facebook user group
- Need to be able to pass information between contacts and deals more easily.
- Need phone carrier integration (phone calls and SMS automatically logged at the carrier level, like Cloze).
- Need tighter integration with Front (conversations sync only with Contacts, not with Deals).
- Need to be able to access Trigger data in Automation actions.
September 12, 2018
The right sales CRM for a business who is just outgrowing a spreadsheet.
I use Pipedrive to track my sales pipeline. Right now, as the sole salesperson, I am the only user on the app. It has helped give us immediate visibility of our prospects, all the way through the sales process, along with estimates of possible incoming revenue and timing. It has completely organized and simplified a previously very cumbersome and chaotic process.
- Dashboard: their dashboard is very well designed to give the right mix of simplicity and information density. I can see all my current prospects, at various stages, and know who, at a glance, I need to get back in touch with to keep the process moving
- Revenue forecasting - Their estimation tools give me some very real and accurate data (combined with my knowledge of my market and product, etc...) that helps me understand at any given point my range of potential income based on the current sales process
- Integrations - Pipedrive integrates well with our support system
- Post-sales client relationship management - once a client is through the sales process, the app becomes irrelevant with regard to that client. I need a separate management system for current clients.
August 31, 2018
East or West. PipeDrive is the best!
Pipelines are the lifelines, we understood this at a very early stage and worked on investing on a platform which would help us stay focused. It is very easy to lose focus on the things that are a priority. Since the time we have incorporated PipeDrive into our organization, things have been running very smooth and this platform helps us stay focused with a lot of deadlines and follow-ups.
- PipeDrive makes things easy with it easy to understand UI, this is where the makers of PipeDrive would have spent a lot of time on. You get an overview of things in a single view, which is quite impressive.
- It is always easy to move accounts or works from one stage to another, you can simply drag and drop things. The work is made easy so that you can get your work done right away rather pushing away.
- Every deal or account can be viewed and managed easily. If you close a task on a certain account you would be asked for a follow-up task, this ensures that you would not miss important follow-ups.
- PipeDrive is a near perfect tool and it does everything that it is supposed to do. Simplicity drives everything and PipeDrive sticks to this idea well.
- Pricing can be a little better.
August 09, 2018
Easy-to-use CRM for small companies.
Score 8 out of 10
Vetted Review
Verified User
Since incorporating Pipedrive into my company's list of tools, we've found it to be integral in our goal of reaching new wholesale accounts and remaining in conversation with them. It's easy to forget to send a follow-up email to a potential account and lose track of the status of every individual you've been in touch with. The pipelines help keep every account in the appropriate categories so that I know what the appropriate action should be next time I open Pipedrive.
- I like the clean, minimal layout of the Pipedrive interface. I find it easy to navigate and very user-friendly. The concept itself is one that is strong and it's made my job of keeping track of hundreds of wholesale accounts and potential accounts much easier. The ability to schedule detailed follow-ups for every wholesale account really keeps me on top of my communication goals.
- The ability to see a snapshot of your ongoing transactions through the dashboard. Every time you complete a task, it asks to feed in the next task for that transaction. This way you are less likely to be distracted from the deal that you in middle of.
- Mail templates feature is another additional benefit to full email sync in the Gold Version. The ability to see who's clicked on the links is standard now a days but Pipedrive handles it well.
- I feel that Pipedrive can do some more work around enabling sales teams to actually get going out of the box with recommend deal flows and processes.
- I also think that simple changes like including both a delineated first and last name out of the box are quick changes that would add alot of value for practical reasons.
- Irrespective of what platform you use, it is better to use a trial and implement the product and check how the product meets the requirements. PipeDrive has a good trial plan and their sales team will assist you to set up the platform.
August 07, 2018
PipeDrive is the best. Look no further.
We were using PipeDrive to track various accounts and how they progressed in the pipeline. The best thing about PipeDrive is that you will get a clear understanding of your pipelines and deal stage at once. Accounts can be moved between stages simply by dragging and dropping. The events and calendar can be managed very easily. This is easily the best tool for managing pipelines in any organization. Our Sales team uses PipeDrive for the transparency, and the Marketing team uses it to understand the overall pipeline health.
- Easy to track accounts.
- You will get an understanding of your pipeline in one glance.
- Easy to manage tasks and calendars.
- Easy to use platform and doesn't require deep learning.
- Being a fan of PipeDrive, there isn't anything I can recall where PipeDrive falls short. They have built an easy to use powerful tool which is simply brilliant in getting the work done.
July 16, 2018
Great tool for simple pipeline management
Pipedrive is a great tool that we used to help collect and manage our sales contacts at our organization. We used it mostly within the sales department, but it then interfaced with customer success. Essentially it solved the issue of visually understanding where a could be client was in the sales process.
- Visually laying out leads
- Showing progression across the sales cycle
- creating transparency across the company
- A better visual for large amounts of contacts
June 28, 2018
Pipedrive is the king of CRM at this moment of 2018!
We use Pipedrive across the whole organization for our business as well as to help and set up Pipedrive for our existing and new users we have. The main point for Pipedrive is to have all information regarding your business in a single platform where you can access easily what you are looking for a client.
- Get insight into everything that is happening with a client, across all past and future deals.
- Get integrated with tons of third-party productivity applications around the globe.
- Have an excellent mobile app to track everything like you are using your main computer.
- The scheduler lacks a shortcut and a better integration with calendar. Good feature but poorly applied.
- The "product" is still very weak. It needs not only a polish but a full upgrade to work efficiently with different currencies and also have an easy and straightforward way to export/import data (product has several flaws regarding this). I believe this is a matter of time to be improved.
- Smart Data looks good but usually it does not get data from our clients in South America and also the data cannot be exported or applied to your existing data! No real deal here.
May 30, 2018
Positive Impact
PipeDrive is being used by our organization between the Sales, Marketing, and C-Level team members. It addresses the problem of reducing the number of meetings since C-Level individuals can quickly glance at an app to see where each sales pipeline is at and how far each lead is into a deal. It also helps sales in that they can keep track of where they are with each deal and keep organized. For marketing, it addresses the issue of tracking how much outbound marketing is happening.
- Great at having the right integrations to be able to smoothly incorporate everything with automation into the PipeDrive App
- Easy to use UI makes onboarding quite easy once the account is set up. The users can learn quickly.
- Has many different ways to keep organized and visualize what you are looking for. Things come in lists, in graphs. You can send emails view all of them according to the user and according to organization or deal.
- Some of the set up is difficult, especially when it comes to specific types of automation such as email. I have noticed sometimes emails show up and other times it does not.
- There are glitches especially when pasting images into notes.
- I wish they warned us before updates happen so we are always in the know.
As CEO, I create our strategic plan and designed the execution strategy based on a well-proven framework. It ferrets out what's most broken in historical sales and marketing, (and that list is, nearly endless) and empowers what works. Pipedrive lets me build that right into the CRM.
While technically, nearly every "lead" is a potential "opportunity" somehow, the priority focus must be on why? Why drives when!
Our strategy-to-execution designed into our CRM, closes, not only more deals but the right deals! The deals that scale, that build a great brand, that accelerates our company's growth and creates jobs where people will be successful.
No one who hasn't been a successful salesperson should ever build a CRM, and that explains why Pipedrive has been so successful - as are the companies that use Pipedrive.
While technically, nearly every "lead" is a potential "opportunity" somehow, the priority focus must be on why? Why drives when!
Our strategy-to-execution designed into our CRM, closes, not only more deals but the right deals! The deals that scale, that build a great brand, that accelerates our company's growth and creates jobs where people will be successful.
No one who hasn't been a successful salesperson should ever build a CRM, and that explains why Pipedrive has been so successful - as are the companies that use 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.
- It's priced at SF.com level, already, at a time when many new features keep getting added. IMO: anything less than the Gold package, isn't enough.
- IDEA: I highly recommend you add in Alexa/Siri capabilities and synch it to my calendar so when I'm en route to a meeting, or just finished one, Pipedirve might text me reminders of today's tasks OR list of prospects/clients(with phone numbers) I've not called for awhile and may want to check in with.
March 23, 2018
If you are growing fast, use Pipedrive
Score 8 out of 10
Vetted Review
Verified User
Pipedrive is used by the GetAccept to manage our sales workflow - all the way from appointment set to contract signed. We are able to visibly see deals in play and the reps love the way in which the approach is highly visual. Given that the tool has a very small learning curve, I find I am able to onboard new users in a short space of time. We also use a variety of add-ons inside Pipedrive to broaden the functionality of the platform.
- Ease of use
- Dealboard is visually appealing and highly customizable
- Price point is positive
- Support staff are always helpful
- Would like to see a little work on the reporting side
- Perhaps developing the capability of the Product Database section would allow us to do more pricing related estimations in the platform
December 13, 2017
Pipedrive Still Leader of Pack in Managing Sales Opps
We use Pipedrive across our whole organization and are beginning to use it to manage multiple brands from one platform. Primarily it is used as a sales-focused CRM, but with its ability to customize pipelines and deal stages we have adapted it for sales, business development, strategic partner development, contractor/employee hiring, and a few other areas. Because of its deep integrations with G Suite (which we use), and developer and integration-friendly team and architecture, it has become the backbone of our business processes. We integrate pretty much any appropriate application into so we can use it to have a truly full-featured and functional platform to operate out of.
- Pipedrive has probably the best sales pipeline visualization and management process - the constant prompt to add the next activity is critical to ensuring deals are pushed through the sales process in a timely fashion.
- The "Deal Rotting" feature provides a way to see, at a glance which deals are slipping through the cracks and need attention. For users and organizations who know their numbers cold, it can easily show on one screen, what needs attention and what does not.
- Pipedrive is super friendly to integrating with other Apps and has a great API. Their architecture and team seriously give their platform an almost future proof aspect because they will allow you to connect other tools you use to make the platform more useful to their users while focusing on improving their core offering constantly: managing sales pipelines.
- 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.
October 27, 2017
Pipelinin' with Pipedrive - Thumbs up!
Our sales team and executive leadership use pipedrive (5 users currently, growing to 12 next year). We use pipedrive for basic CRM and deal flow functionality. All of our contact information resides in pipedrive and we move opportunities through deal stages. We track sales performer activities and schedule future activities through the system. I use reporting to summarize the total value of our pipeline by service type (we track 3 separate pipelines).
- Ease of data entry - whether entering individually, via Chrome plug-in capture app, or spreadsheet upload.
- Easy to configure with our lexicon and deal flow.
- High-level reporting that can be viewed as a dashboard or report, or exported for further spreadsheet analysis.
- Great reminders with visual cues for when an activity is missing, due, or late.
- The dashboard should be configurable to the company (not necessarily to each user). The existing dashboard includes information we don't need and is missing data we'd like to include.
- Some basic fields are missing, like 'Job Title'. And Job Title should always appear where the contact name appears.
- Some activity types are not tracked consistently. For example, it only tracks Emails that are generated by the system through the outlook integration. But if you don't subscribe to the integration, it is not intuitive how to track emails.
September 15, 2017
Pipedrive
Whole organization uses it. It's one of two CRM systems we use. Mostly use Pipedrive to manage sales pipeline.
- Pipeline management
- Follow deals
- Prompt to create followup tasks
- Lead management
- List management
- Reporting
September 14, 2017
Pipedrive - Easy for small for small organizations, not the solution for bigger ones
We use Pipedrive across our entire company to set follow-ups, track opportunities, organize prospects, and internal communication between departments.
- The easiest CRM to setup and onboard.
- Very easy to change/add prospects, organizations, and contact info.
- Extremely customizable and user friendly.
- Easy to assign tasks to individual sales members.
- Doesn't track when you last emailed/reached out to someone well.
- Opportunity and won-sales reporting leaves a lot to be desired.
- Needs more logic built-in. Not very intuitive.
February 28, 2017
Pipedrive - helps drive performance
Pipedrive has been used to link two offices' CRM efforts when working on a dual project. It has allowed us to keep track of the project from opposite sides of the country with two offices' input. This has been easy and efficient with very little issues. It allows full visibility on all tasks, progress and customer information.
- Allows easy and efficient task setting
- An easy to use display
- Very easy to use and navigate through
- Organisation of tabs can be difficult