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Pipedrive

Pipedrive

Overview

What is Pipedrive?

Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

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Learn from top reviewers

Pipedrive is affordable, user-friendly, and has a good search filter.

Rating: 8 out of 10
December 28, 2022
IncentivizedVetted ReviewVerified User
Pipedrive is an affordable, easy-to-use, and customizable cloud-based CRM platform. It helps our sales team stay accountable and organize customer data so much that we use it ...
Continue reading
Adil Khan Robin
Team Lead - Information Technology
Front-end Developer| Team Lead
Dhaka IT Solution
Pipedrive1 year of experience

Pipedrive is the CRM that helped our company grow and speed up the sales process

Rating: 9 out of 10
November 30, 2022
Vetted ReviewVerified User
We use Pipedrive in our organization primarily as a CRM. We use it to set reminders on following up with potential clients, tracking activities (phone calls, emails, etc.) as ...
Continue reading
Verified user
Manager
Pipedrive6 years of experience

Pipedrive is an outstanding tool for sales driven organizations with a high volume of projects and deals to process

Rating: 9 out of 10
November 23, 2022
Vetted ReviewVerified User
We are an exec search boutique firm, and we use Pipedrive for both applicant tracking and also for our business development. So we create projects using the numerous filters a...
Continue reading
Weronika Oesterreicher
Consultant - Human Resources
Account Director
Key Search
Pipedrive2 years of experience

Best tool to start on CRM Management

Rating: 10 out of 10
September 16, 2022
Vetted ReviewVerified User
I used this to manage the company's customers, and the results were awesome. Before using it, the sales team saved all the customers' information in a notebook. This wasn't ef...
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Verified user
Account Manager
Pipedrive3 years of experience

Pipedrive - Nightmare for employees but advantage for owners/managers.

Rating: 8 out of 10
February 13, 2022
IncentivizedVetted ReviewVerified User
I use Pipedrive for the business development team. This is to track the leads at one place and the charge's status. It takes the team forecasting the estimated sale and target...
Continue reading
Verified user
C-Level Executive
Pipedrive1 year of experience

Affordable Pipedrive

Rating: 9 out of 10
July 14, 2021
Vetted ReviewVerified User
Pipedrive has great functionalities, it allows us to resolve our sales management, customer database. email marketing management and contacts are also managed very well, it ha...
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Paul Dumais
Manager - Sales
Sales Manager
Aitech Design
Pipedrive1 year of experience

Great, functional CRM at a reasonable price

Rating: 10 out of 10
May 27, 2021
IncentivizedVetted ReviewVerified User
We use Pipedrive to keep track of conversations with potential clients, partners, and vendors, as well as keeping track of to-do items and email communication. It is being use...
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Gabe Hirsch
Account Manager - Marketing
Director of Strategy and Business Development
1800Remodel.com
Pipedrive3 years of experience

Pipedrive makes sure no leads slip through the cracks

Rating: 9 out of 10
April 27, 2021
IncentivizedVetted ReviewVerified User
We used Pipedrive as a CRM for about a year, ending our subscription with it last year. We wanted something that was easy to use and we were attracted to the notifications it ...
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Jason Carlage
Director - Sales
Director of Sales
Globalyceum
Pipedrive1 year of experience

Pipedrive is great!

Rating: 10 out of 10
March 19, 2021
IncentivizedVetted ReviewVerified User
We've been using Pipedrive since 2015. We are less than 10 users who work with the software. It is very user friendly and has everything we need, activity tracker, integration...
Continue reading
Verified user
Account Manager
Pipedrive6 years of experience

Affordable, easy to use, worth your money

Rating: 10 out of 10
March 17, 2021
IncentivizedVetted ReviewVerified User
Pipedrive is used only by our sales staff. It is integrated with several other tools throughout our company though to help with the transfer of information. We use Pipedrive t...
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Mark Rueckert
Manager - Sales
Sales Director
Elemerce
Pipedrive2 years of experience

Best around!

Rating: 10 out of 10
March 15, 2021
IncentivizedVetted ReviewVerified User
Pipedrive was used to track all recruitment and sales efforts. It allows our team to track our funnels and move forward effectively.
Continue reading
Verified user
C-Level Executive
Pipedrive5 years of experience

Multifunctional collaborative tool

Rating: 10 out of 10
March 12, 2021
Vetted ReviewVerified User
Pipedrive is an excellent collaborative tool since it is very complete and provides many functionalities that are currently being used in several of our department within the ...
Continue reading
Jack Mattheus
Professional - Human Resources
Human Resources Management
Siemens Energy
Pipedrive2 years of experience

Pipedrive

Rating: 8 out of 10
March 11, 2021
IncentivizedVetted ReviewVerified User
We implemented Pipedrive for a client of ours to manage their new lead pipeline from new form fills all the way to a sale/win. Pipedrive allows our client to automate repetiti...
Continue reading
Verified user
C-Level Executive
Pipedrive2 years of experience

Pipedriving to Success

Rating: 8 out of 10
March 8, 2021
IncentivizedVetted ReviewVerified User
Pipedrive is a fantastic tool that surely has evolved over the last 10 years. We have a small team that needs to constantly understand our 30/60/90 day lead count as we grow o...
Continue reading
Verified user
Partner
Pipedrive2 years of experience

The great Pipedrive experience

Rating: 10 out of 10
March 8, 2021
IncentivizedVetted ReviewVerified User
At ePesos we currently use Pipedrive as the only crm for the entire organization, we started using it for lead management but over time it became part of the automated sales f...
Continue reading
Verified user
Professional
Pipedrive3 years of experience
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

View all 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
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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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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

6.3
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

2.9
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.6
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.1
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

5.1
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

6
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

7.3
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

1.1
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

3.6
Avg 7.2

Platform

8.2
Avg 7.5
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Product Details

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.

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

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

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 TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Mobile Web
Supported LanguagesEnglish, 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.

monday.com, HubSpot CRM, and Zoho CRM are common alternatives for Pipedrive.

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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Comparisons

View all alternatives
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Reviews and Ratings

(460)

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!

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.

Reviews

(1-25 of 28)
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Pipedrive is affordable, user-friendly, and has a good search filter.

Rating: 8 out of 10
Incentivized
December 28, 2022
AK
Adil Khan Robin
Front-end Developer| Team Lead
Dhaka IT Solution (Information Technology & Services, 11-50 employees)
Vetted Review
Verified User
Pipedrive
1 year of experience
View profile
Use Cases and Deployment Scope
Pipedrive is an affordable, easy-to-use, and customizable cloud-based CRM platform. It helps our sales team stay accountable and organize customer data so much that we use it as our CRM. Its data entry, pipeline creation, and platform integration are flexible. Email monitoring alerts us when a recipient opens an email and clicks a link, so we can follow up on pending business or investigate strange goings-on.
Pros and Cons
  • Easy to customize and organize.
  • Auto-tracking calls and emails.
  • It helps us track and log leads and deals.
  • Remote work and local leads are possible.
  • Excellent dashboard that prioritizes tasks and deals.
Likelihood to Recommend
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.

Pipedrive is an outstanding tool for sales driven organizations with a high volume of projects and deals to process

Rating: 9 out of 10
November 23, 2022
WO
Weronika Oesterreicher
Account Director
Key Search (Human Resources, 11-50 employees)
Vetted Review
Verified User
Pipedrive
2 years of experience
Use Cases and Deployment Scope
We are an exec search boutique firm, and we use Pipedrive for both applicant tracking and also for our business development. So we create projects using the numerous filters and then add deals = people to the projects. We make great use of the many fields for tracking details about the people and also interact e.g. with our researchers on the deals by tagging them, and we also track the stages of the funnel. Besides this, we have many automations running on Pipedrive, connecting it to Slack and several internal tools (User Interface Tools for our clients and for our internal staff).
Pros and Cons
  • 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
Likelihood to Recommend
Well suited:
- For businesses that have large funnels to manage and wish to use a tool that gives them a great overview
- For sales-prone businesses that want to get handy reminders to check in with the leads regularly (this is very nicely done at Pipedrive)
- For businesses that need to use many integrations and also automations, here Pipedrive offers a lot of room

Less appropriate: Given the email issue where emails are stuck in the outbox described before, probably businesses that run large email campaigns might not be so happy with Pipedrive, given that they might have many emails stuck and won't open all the deals to check them one by one which I still do as I don't run large email campaigns.

Pipedrive - Nightmare for employees but advantage for owners/managers.

Rating: 8 out of 10
Incentivized
February 13, 2022
Verified User
Vetted Review
Verified User
Pipedrive
1 year of experience
Use Cases and Deployment Scope
I use Pipedrive for the business development team. This is to track the leads at one place and the charge's status. It takes the team forecasting the estimated sale and targets. Apart from this, all the details will be updated and tracked easily. It's easy to remind the schedule for follow-up.
Pros and Cons
  • Arrangement of leads process in section
  • Follow-up reminder
  • Managing the leads with details
  • Multiple users can be manage with admin users
  • Can see the whole sales team progress at one place
Likelihood to Recommend
If you have a sales team size of more than two and have an issue with proper lead tracking with each, then you can use Pipedrive. Its best suited for forecasting and the overall sales of each candidate and performance. But when you have a small team for sales and don't have many details about lead and meeting, it's not practical as it takes additional time to maintain and make it up to date.

Pipedrive is great!

Rating: 10 out of 10
Incentivized
March 19, 2021
Verified User
Vetted Review
Verified User
Pipedrive
6 years of experience
Use Cases and Deployment Scope
We've been using Pipedrive since 2015. We are less than 10 users who work with the software. It is very user friendly and has everything we need, activity tracker, integration with other software we use, drag and drop features that ease modifications on our end, etc. For the asking price, we are very satisfied and do not intend on changing.
Pros and Cons
  • Lead information gathering
  • Activity tracking
  • Integration with PandaDoc is easy and practical
Likelihood to Recommend
Pipedrive works best for small to medium sized teams. It has many easy-to-use features and offers great value for the asking price. I am not certain that Pipedrive is suited for larger enterprises (100+ employees) as some features are more on the basic/simple side and perhaps a custom CRM would be more appropriate.

Multifunctional collaborative tool

Rating: 10 out of 10
March 12, 2021
JM
Jack Mattheus
Human Resources Management
Siemens Energy (Renewables & Environment, 10,001+ employees)
Vetted Review
Verified User
Pipedrive
2 years of experience
View profile
Use Cases and Deployment Scope
Pipedrive is an excellent collaborative tool since it is very complete and provides many functionalities that are currently being used in several of our department within the company.

One of the problems that this magnificent collaborative tool is solving is that it allows us to create campaigns which we use to attract potential clients and at the same time add them to our database so that we can easily send them newsletters by email automatically.
Pros and Cons
  • I really like how easy it is to be able to create campaigns and add them to the calendar which we can also modify to activate reminder notifications
  • Thanks to its simple architecture, it is very easy to manage tasks of other users through the main panel.
  • It allows you to create automated and personalized messages by email in addition to being able to add invitations or surveys such as Survey Monkey, gizmo among others.
Likelihood to Recommend
Personally, I would say that it is a very versatile tool which could easily improve the sales strategy of a small or medium company making it gain reputation and prestige.

I cannot imagine a scenario where this tool can be used incorrectly.

Pipedrive

Rating: 8 out of 10
Incentivized
March 11, 2021
Verified User
Vetted Review
Verified User
Pipedrive
2 years of experience
Use Cases and Deployment Scope
We implemented Pipedrive for a client of ours to manage their new lead pipeline from new form fills all the way to a sale/win. Pipedrive allows our client to automate repetitive tasks that happen at each step of their pipeline, including having email templates with merge fields ready to go, setting reminders for tasks outside of Pipedrive, scheduling meetings with video conferencing links and more. It streamlines the entire process and allows our client to spend more time building a relationship with their potential clients rather than spending most of their time on the admin around getting a new client.
Pros and Cons
  • Automate repetitive processes
  • Manage new leads and deals along an easily customised pipeline
  • Have a record/track all communications related to specific deals/leads
Likelihood to Recommend
Pipedrive is well suited towards a business with a med-large sales team. For an individual or small business with fewer than 10 employees, I wouldn't always recommend it because it is a big investment for a small company. You need to also have the capacity to train employees to use it or a lot of its features will go unused and it can end up being more of a hassle than it is helpful.

If you have the capacity to train users and they are willing to completely adopt it, then it can be extremely powerful for managing and tracking leads and new deals in your sales pipelines and even save your sales team a huge amount of time in the long run.

Easy to use, but not as customizable as it should be

Rating: 9 out of 10
Incentivized
July 02, 2020
Verified User
Vetted Review
Verified User
Pipedrive
1 year of experience
Use Cases and Deployment Scope
Across the whole organization, it facilitates communication with different teams, and all the information is in just one place, making everything easier and less susceptible to uninformed decisions. All the details of the interaction with a potential customer, customer or partner are in the same place, always updated and available everywhere as long as there is an internet connection.
Pros and Cons
  • Intuitive.
  • Easy to track the evolution of deals.
  • Fast.
  • It's possible to integrate with gmail, LinkedIn and others.
Likelihood to Recommend
Well suited at connecting with a lot of other tools, making everything very smooth due to this integration, which is very easy. No need for IT specialists, everyone can do it, and it's very easy to understand how to work with Pipedrive.

Less appropriate for a very specific business that doesn't follow the standards of Pipedrive, because it's not very customizable.

There are much better alternatives.

Rating: 1 out of 10
Incentivized
February 11, 2020
Verified User
Vetted Review
Verified User
Pipedrive
1 year of experience
Use Cases and Deployment Scope
We used Pipedrive as our CRM for an employee recognition software startup. It was mostly used by sales though other departments had access to it as well. Our goal was to find an economical and easy to use CRM that can scale as the team grows. Daily activity includes calling, emailing, and progressing deals.
Pros and Cons
  • Easy to see your deal activity at a glance.
  • Importing wasn't great but better than other systems I've used.
  • They started making progress on built VOIP calling
Likelihood to Recommend
If you can can use the basic version, it may be okay for a small business. It certainly doesn't scale well at bigger orgs. I'd recommend Hubspot to any smaller org and SFDC for anyone bigger.

Pipedrive, a great and simple CRM.

Rating: 8 out of 10
Incentivized
November 18, 2019
Use Cases and Deployment Scope
We've used Pipedrive as our CRM for the sales staff for almost 6 years now. We switched over from CapsuleCRM prior to that. The #1 feature that convinced us to switch -- as well as stay -- has been the extremely visual nature of the Pipeline. It was the first to do this and many other CRMs have copied that feature over the years.
Pros and Cons
  • Visually displaying the Pipeline
  • Reporting the sales efficiency of moving between stages of a Pipeline
  • Customizing a pipeline to your exact needs
Likelihood to Recommend
Pipedrive is great for small teams, managing leads and sales opportunities through a pipeline from lead gen to closing the sale. It lacks if you want to use Pipedrive within a larger ecosystem of SaaS due to its limited integrations with other pieces of software. It's also not easy to mass edit contacts and organizations on the fly without opening each one up individually to make the change - we wish it could be done in a spreadsheet like fashion.

Perfect step between Excel and Salesforce

Rating: 6 out of 10
Incentivized
October 31, 2019
SM
Shannon McNamara
Digital Marketing
CareSync (Hospital & Health Care, 201-500 employees)
Vetted Review
Verified User
Pipedrive
1 year of experience
Use Cases and Deployment Scope
Our sales department used Pipedrive, along with the assistance of the marketing department to get the software up and running, as well as integrate the software with Hubspot and other marketing tools that we used. It helped us collect leads, push them through a pipeline, and determine the next steps for the leads we had.
Pros and Cons
  • Customization was very intricate.
  • Great cost, a fraction of Salesforce.
  • Customer support was helpful.
Likelihood to Recommend
If you're a smaller company that is looking for a CRM that will help you manage and move leads without having to spend a near fortune on using Salesforce, then I think that Pipedrive is the best option for your company - it's better than an Excel spreadsheet but not as intense or costly as Salesforce.

Pipedrive Review

Rating: 8 out of 10
Incentivized
May 29, 2019
JB
John Bianchi
Director of Accounts
Business Optimization Specialists (Marketing and Advertising, 11-50 employees)
Vetted Review
Verified User
Pipedrive
1 year of experience
View profile
Use Cases and Deployment Scope
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.
Pros and Cons
  • Pipeline Dashboards
  • Contact Management in a CRM Style System
  • Affordability for the options
Likelihood to Recommend
Pipedrive it very well suited to a young sales team that needs visibility of where certain prospects and deals are in the stages of the sales funnel. It allows for visibility from a higher level management position and to begin to forecast what a certain month's revenue might be based on open deals and potential prospects moving through the pipeline. What I would say Pipedrive is not suited for is a more robust team or sales management staff that is looking to make decisions off of a predicative analysis of data as Pipedrive requires a lot of manual entry and doesn't give reports that can be manipulated in Excel as something more integrated like Salesforce might.

Manipulating your data

Rating: 6 out of 10
Incentivized
December 13, 2018
ST
Stefan Trbojevic
CCC Team Lead
NCR Corporation (Information Technology and Services, 10,001+ employees)
Vetted Review
Verified User
Pipedrive
1 year of experience
View profile
Use Cases and Deployment Scope
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.
Pros and Cons
  • Labeling Contacts.
  • Adding notes to deals and pinning them to the top.
  • Email integration with any email provider/client.
Likelihood to Recommend
Pipedrive is well suited for tracking purposes, such as checking when was the last time you spoke with your contact/person, and setting reminders such as "contact this person to have them look at the new catalog of our products," "Check up on how satisfied this person is with our product," etc. Setting up a deadline is pretty useful and you get informed via email or notification that due time is soon and that you should reach out to the customer or do some other related task.

East or West. PipeDrive is the best!

Rating: 9 out of 10
Incentivized
August 31, 2018
Verified User
Vetted Review
Verified User
Pipedrive
2 years of experience
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
Every organization believing in pipelines can adopt PipeDrive and it does the job pretty well. However, I don't believe there exists an organization which doesn't want to do work in an organized way, hence every organization can adopt PipeDrive for driving sales and transparency. The best thing about PipeDrive is that it need not be only adopted by the sales team but it can also be adopted by a variety of departments.

Easy-to-use CRM for small companies.

Rating: 8 out of 10
August 09, 2018
VD
Victoria Daphne
SEO Specialist
NetSuite (Computer Software, 1001-5000 employees)
Vetted Review
Verified User
Pipedrive
3 years of experience
View profile
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
They find it really easy to fill in details and track their deals which means they actually use the software, giving the rest of our organization far more insight into our sales process. Also, the great way that it integrates with tools like PandaDoc has saved us hours and hours of time previously spent on quotes, proposals, etc. giving us more time to spend on growing the company.

PipeDrive is the best. Look no further.

Rating: 10 out of 10
Incentivized
August 07, 2018
SG
Sundeep Gopal
Business Development
Imaginea Technologies Inc. (Computer Software, 51-200 employees)
Vetted Review
Verified User
Pipedrive
2 years of experience
View profile
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
PipeDrive is well suited to organizations who want to manage their sales pipeline and would want to have transparency. Setting up this platform is easy and also requires very little learning from users. Since salespeople are always on the run, this platform will be great because it is easy to use and understand.

Pipedrive is the king of CRM at this moment of 2018!

Rating: 10 out of 10
Incentivized
June 28, 2018
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
Pipedrive works not only good at small companies and teams but also works fantastic for big companies. This is a very good opportunity for companies working on integration to transform Pipedrive as a great sales tool for big companies with the right tools to be integrated. Completely flexible to do anything with tons of apps available.

If you are growing fast, use Pipedrive

Rating: 8 out of 10
March 23, 2018
DW
Dailius Wilson
VP Sales & Growth
GetAccept (Information Technology and Services, 11-50 employees)
Vetted Review
Verified User
Pipedrive
3 years of experience
View profile
Use Cases and Deployment Scope
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.
Pros and Cons
  • Ease of use
  • Dealboard is visually appealing and highly customizable
  • Price point is positive
  • Support staff are always helpful
Likelihood to Recommend
I believe Pipedrive is a fantastic product for a high growth team, wishing to have a simple and scalable solution. I also feel that Pipedrive is also especially beneficial for use in customer success and perhaps even in project management to manage engagements via the various account stages. I think many firms turn to Salesforce too early in their growth trajectory and I see Pipedrive as a much better option!

Pipedrive Still Leader of Pack in Managing Sales Opps

Rating: 10 out of 10
Incentivized
December 13, 2017
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
For small to medium-sized businesses, start-up or otherwise, Pipedrive's ease of use and highly customizable nature can make it a very powerful platform to manage sales and salespeople and their associated activities. Additionally, the available integrations a business can implement out of the box make it really easy to add into an existing sales and marketing technology stack.

For larger businesses or enterprises, this might not be the most well-suited solution. If a company needs in-depth native workflows and marketing automation features onboard from the get-go then Pipedrive might not be the best fit.

Pipedrive - helps drive performance

Rating: 9 out of 10
Incentivized
February 28, 2017
Verified User
Vetted Review
Verified User
Pipedrive
1 year of experience
Use Cases and Deployment Scope
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.
Pros and Cons
  • Allows easy and efficient task setting
  • An easy to use display
  • Very easy to use and navigate through
Likelihood to Recommend
Being able to set task dates and seeing If something has become overdue allows complete progress support. I would say that as day to day software it may do a little too much, as a project support software it has been brilliant. I will keep using it should more projects of the same arise.

The best little CRM that CAN

Rating: 10 out of 10
Incentivized
August 30, 2016
RN
Robert Neumann
CMO (Chief Marketing Officer)
Neumann (Marketing and Advertising, 1-10 employees)
Vetted Review
Verified User
Pipedrive
3 years of experience
View profile
Use Cases and Deployment Scope
I have used pipedrive as a manager of small teams of up to 5 and just personally. Pipedrive is simple and easy to use. The most important thing for a CRM is that it gets used. In my experience that means it has to be easy, graphical and intuitive. Pipedrive is all of that and it does a nice job managing your sales as well.
Pros and Cons
  • Pipeline management. It has the best graphical display and interface for pipeline out there. This makes it easy to see what to concentrate on or what you do not have enough of!
  • Task management. Keeping the conversation going is critical in sales. The tasks manage phone calls, e-mails, task items, lunches and more. This let's you track your output as well as stay in touch effectively.
  • Database. It manages contacts and companies. It allows for easy de-duping of records which is important.
Likelihood to Recommend
Pipedrive is made for solo or small teams of sales people. The main reason to use it is because it WILL get used. Pipedrive is one of the few tools that a sales team will actually get benefit out of, without the massive headache of data entry fatigue. I have used it in my businesses and as a solo consultant. It is worth the fee.

Ease of Use Makes Pipedrive Worth a Look

Rating: 9 out of 10
Incentivized
August 16, 2016
LB
Lawson Brooks III
President/Client Strategy Partner, Business Development/Government Relations Services
Alexander Brooks (Government Relations, 1-10 employees)
Vetted Review
Verified User
Pipedrive
1 year of experience
View profile
Use Cases and Deployment Scope
I used Pipedrive as a CRM and contact management tool for my consulting firm. I'm a company of one with strategic partners and virtual assistants. I wanted to determine if Pipedrive would be the most useful tool going forward. The use of Pipedrive was not due to any problems, but to find a tool that would track sales, manage contracts and integrate with other systems that I used.
Pros and Cons
  • Pipedrive is easy to use with a great interface. It's clear cut with logical organization.
Likelihood to Recommend
It's appropriately suited for adding and tracking leads through to closing.

Feature rich CRM for budget minded sales teams.

Rating: 5 out of 10
Incentivized
April 08, 2016
PH
Paul Halvorson, PhD
Mortgage Team Marketing Manager
iLoan Home Mortgage, NMLS 4474 & 1139989 (Real Estate, 1-10 employees)
Vetted Review
Verified User
Pipedrive
1 year of experience
View profile
Use Cases and Deployment Scope
We use Pipedrive to capture interest in future home buyers and relationships with potential realtor partners. Pipedrive helps us manage all aspects of the deal making process and track our results in closing home mortgages. It is very intuitive and affordable to use and helps us keep track of where each customer is in the process. It also helps us manage results with each of our realtor partners.
Pros and Cons
  • Helps us know where each customer is in the deal making process.
  • I can review notes, summary of conversations and emails sent in way that is easy to access, use and sort.
  • We can compare our monthly results to monitor our growth and progress. It is very visual.
  • We can add customized fields useful for us to capture.
Likelihood to Recommend
Price is good for those needing a simple solution. For those wanting more pipeline activity management (at greater price) I would recommend a tool like PipeLiner.

Pipedrive it really drives your sales to where you need them to be! To the top!

Rating: 10 out of 10
Incentivized
February 12, 2016
GC
Gerard Compte
CEO (Chief Executive Officer)
FindThatLead (Accounting, 1-10 employees)
Vetted Review
Verified User
Pipedrive
2 years of experience
View profile
Use Cases and Deployment Scope
We love to use Pipedrive. We have a B2C and B2B customer base. PipeDrive has helped with the B2B business part; is very easy to implement and very visual like Trello. We have tried other CRMs but they are too complicated. With PipeDrive we have better communication with our customers.
Pros and Cons
  • It's easy to move leads from begining to end.
  • It integrates great with Gmail.
  • It's easy for sales people.
Likelihood to Recommend
For a small amount of leads, it's good. When you have a big funnel, the integration is not so good! It requires manual work. It is very visual which is good!

Power and Clean Simplicity Makes Pipedrive A Cut Above the Rest

Rating: 9 out of 10
Incentivized
February 10, 2016
RD
Ross Dunn
CEO
StepForth (Marketing and Advertising, 1-10 employees)
Vetted Review
Verified User
Pipedrive
1 year of experience
View profile
Use Cases and Deployment Scope
We use Pipedrive as the key tool to track client email and the sales pipeline from prospect-to-sale. Pipedrive solves a few problems for us. 1) It allows my remote staff to visit one place and see all of the latest communication with a client/prospect. 2) It provides a very clear and easy to use dashboard for visualizing sales throughout the conversion process (the best dashboard we have seen to-date).
Pros and Cons
  • The sales pipeline dashboard is what sold me on Pipedrive... it is customizable, intuitive to use, and informative.
  • Pipedrive offers a great many 3rd party integration options which offer the appeal of minimizing steps in administration; created by having to transfer information from one 3rd party system to another.
  • Most of the dashboards provided offer various views to allow you to digest the information presented in different ways.
Likelihood to Recommend
Pipedrive is no Hubspot. So, if you want a system that will automate any facet of your marketing or outreach then it is not the best system for you. There may even be a time soon where we switch to a system like Hubspot while still using Pipedrive. Why? Because Hubspot supports Pipedrive integration - which was great news for us.

Close more deals with Pipedrive

Rating: 10 out of 10
Incentivized
January 30, 2016
SS
Steve Surya
Solutions Architect
IT Hands (Information Technology and Services, 51-200 employees)
Vetted Review
Verified User
Pipedrive
1 year of experience
View profile
Use Cases and Deployment Scope
We started using Pipedrive CRM for our sales activities in last quarter of 2014. I use Pipedrive to manage activities with prospects and our sales team. Every time we have a new prospect, we add it to Pipedrive and define the right pipeline for them. As we continue working with prospects, we keep changing the stages in pipelines until we close the deal (WON or LOST). We also rely on Pipedrive to get our sales reporting and business development team performance.
Pros and Cons
  • Pipeline and Stages: Pipedrive helps with maintaining the exact status where we are with a prospect. For example, when I start communicating with a prospect, I will put them in a Pipeline named "Unqualified Prospects" and the stage would be named as "Initial Communications". We can have a number of stages within Pipeline and a deal can be moved to any stage based on the interactions with a prospect. So managing activities with prospects has become really easy by using Pipedrive.
  • Pipedrive let me work based on my activities. I never miss any activity, as Pipedrive always remind me of my daily activities.
  • Getting a sales report or performance report has been really easy using Pipedrive. Pipedrive has the right statistics which we ned to know by end of every quarter. It allow us to see the total deals and how many deals have been marked as close. As well as, it shows the right status of every deal.
  • Integration with Google Apps is one of best thing to have. I can easily add my Google documents to my deals in Pipedrive. It allow me to track my contracts and important documents when I need it.
  • Organization and Contacts management is again a great feature. This completes Pipedrive as a CRM. I can manage all my prospects data within Pipedrive CRM and retrieve data as needed.
  • The Mail Tab which was recently added to Pipedrive, is really well. Now I don't miss adding prospects to Pipedrive as I can forward my emails to Pipedrive and create the deals from there easily.
Likelihood to Recommend
I would say that using the Pipedrive with your sales team is always worthwhile. In real time, it's not easy to manage prospect's activities and we miss them often. But Pipedrive lets you manage it in an effective way.

I would just recommend to use it for sales activities for now. I don't see it usable for other departments like HR, PM etc.
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