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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
(1-25 of 32)Companies can't remove reviews or game the system. Here's why
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.
- 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.
- Lacks custom content area creation.
- Need for more reporting and automation.
- Drag-and-drop deal management can be tricky.
November 23, 2022
Pipedrive is an outstanding tool for sales driven organizations with a high volume of projects and deals to process
Score 9 out of 10
Vetted Review
Verified 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 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).
- 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
- There are email glitches: sometimes emails that I send out of Pipedrive get stuck in the Outbox, this is especially but not only the case if I copy paste the email by hand instead of saving it on Pipedrive first (I have an open ticket on that issue)
- When taking notes and then saving the note, Pipedrive keeps a copy of the saved text and populates it again when I open the note interface (it's confusing as I always have to double check if the previous note has maybe not been saved and then mark it, delete it,... which takes time and as I write a hundred notes a day, that sums up)
- When logging an activity it automatically jumps on "busy"; as we use the activity field to merely track activities and NOT to set up activities, I wish there was a way to have "free" coming up as default as, at times, my assistants forget to "free" the activity and thus block slots in my calendar in vain
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.
- 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
- It can add video recording or add sections.
- Video input by team rather than writing notes
- Meeting or follow-up reminder over mobile
April 27, 2021
Pipedrive makes sure no leads slip through the cracks
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 provides users when leads need to be followed up with. It seemed like the right move for a sales organization.
- It helps ensure leads don't get stale. It will highlight leads that need follow up based on specific criteria that the user has input. The icons next to each lead make it very clear what stage the lead is on and what type of follow up is needed.
- Easy to use. It is relatively easy to learn and use Pipedrive. The process of entering leads and moving them through various stages is simple and clear.
- Improves communication between sales and management. Pulling up Pipedrive it's easy to see the top leads and what needs to be done, so this takes some time off of reps having to tell the story of each lead to management.
- Support is limited for small accounts. There are certain plans that offer chat and phone support, but for us, as a small business, we had some limited email support. It wasn't needed often as Pipedrive is pretty intuitive, but I could see this being an issue depending on the needs of the team.
- Downloading leads on Pipedrive was a little cumbersome. There are a few steps needed to download the leads, and then you'll have to ensure that the settings are right to get all the leads you want. This can be done but with limited support, it can be tricky.
- The reporting is a little limited. You can generate reports that show all of your leads and lead stages, which was enough for us, but if you're looking for some more advanced reporting to determine things like retention rates you won't find it, at least in the plan we had.
March 19, 2021
Pipedrive is great!
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.
- Lead information gathering
- Activity tracking
- Integration with PandaDoc is easy and practical
- The new user interface is not necessarily an improvement
- Postal codes are not generated automatically in the address field
- Can sometimes be a little slow
March 12, 2021
Multifunctional collaborative tool
Score 10 out of 10
Vetted Review
Verified 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 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.
- 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.
- I would like this tool to be integrated into social networks such as Facebook, Twitter, LinkedIn and among others.
- I feel that it is a bit limited in the way the campaigns are presented as there are not many customization options.
March 11, 2021
Pipedrive
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.
- Automate repetitive processes
- Manage new leads and deals along an easily customised pipeline
- Have a record/track all communications related to specific deals/leads
- There is definitely a bit of a learning curve
- Marketplace integrations developed by Pipedrive need some work as they're not too reliable or 'fully-featured' yet
- It is expensive compared to alternatives and extra addons are costly even though it could be argued they should be part of the main package.
March 08, 2021
Pipedriving to Success
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 our consulting firm. The main business problem is addresses is transparency in understanding, in a very simple layout, where each prospect is in the sales cycle. It gives me, as an owner, a quick glimpse into how the team is performing.
- Onboarding - Pipedrive makes it very simple to onboard your organization with very simple tasks.
- Workflow Automation - for the price, Pipedrive's workflow automation tasks are very robust. It amazed me how many different tasks, from emails to creating activities, it is fantastic how much time a well designed system can save your organization.
- Tracking deal stages is very simple and what is nice is now actionable which certainly keeps you on your toes to close the net deal.
- One of my issues with Pipedrive over the years has been their UI/UX. It has improved, but I think they can still do better (as most companies can). I find it can be more intuitive. The information is all there. but can sometimes seem a bit cluttered.
- Sometimes I feel that there is too much functionality that can be overwhelming to a new user. I like that it is all there, but I feel it can be introduced to a user in a better format.
- More customization of the fields to for for different organizations.
March 08, 2021
The great Pipedrive experience
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 funnel, having been successful with the Pipedrive platform and knowing its complete API, We also decided to use it for collection management by creating a collection funnel with status update automations and sending emails to reminder customers.
Finally, it was also used for Human Resources and recruitment management for the company.
We have great future projects with Pipedrive for the automation of other of our processes and we like the updates that the platform is having
Finally, it was also used for Human Resources and recruitment management for the company.
We have great future projects with Pipedrive for the automation of other of our processes and we like the updates that the platform is having
- Very complete API that allows many connections
- Automation that helps you improve response times and reduce follow-up time
- Intuitive is very easy for anyone to use
- Automation monitor to check that all are working properly
- Customer service in Spanish 24/7
- Customize and hide default fields
July 02, 2020
Easy to use, but not as customizable as it should be
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.
- Intuitive.
- Easy to track the evolution of deals.
- Fast.
- It's possible to integrate with gmail, LinkedIn and others.
- Customization.
- It has potential for more features using data.
October 31, 2019
Perfect step between Excel and Salesforce
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.
- Customization was very intricate.
- Great cost, a fraction of Salesforce.
- Customer support was helpful.
- Not as automatic as Salesforce, lots of manual work.
- Integrations sometimes had a bit of trouble.
- Took some users time to get the hang of it.
September 12, 2019
Excellent Results
Pipedrive is used by our sales team to track all connections, leads, and current clients. It solves the problems with organization, sales process, and contact information.
- Great user experience dashboard.
- Visible and easy to read where all leads currently stand.
- Shortens the length of the sales cycle.
- Continued integrations.
- More charting/reporting.
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.
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 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 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 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.
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.
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.