Pipedrive Reviews

225 Ratings
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Score 8.2 out of 100

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TrustRadius Top Rated for 2020

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Reviews (1-25 of 52)

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September 18, 2020
Gamidu Wickramaarachchi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Interface is really easy to use.
  • Pipedrive automations save our time.
  • There are a lot of integrations. Slack integration is very useful for us.
  • Making calls and sending emails are really essential but not affordable.
  • Would like to have an internal chat feature for more convenient communication among the Sales Team.
  • Better to have SMS reminders for activities.
Read Gamidu Wickramaarachchi's full review
January 14, 2020
Martín Stricker | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Does not require training to use
  • Improves sales
  • Email automation can be easier to use.
  • Better for smaller companies than bigger, given the amount of variables you would introduce.
Read Martín Stricker's full review
December 13, 2019
Jason Carlage | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Jason Carlage's full review
November 17, 2019
Stephen Steinberg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

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
  • Automation within the platform, even with the higher tiers, is lacking
  • Not as many native API integrations into other platforms as other CRMs on the market
  • Their visual pipeline is great, but if you want to work within a spreadsheet-like system (ie managing customers or organizations within the system), it's time consuming
Read Stephen Steinberg's full review
November 11, 2019
Brett Eskelson | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Pipeline
  • Managing changes
  • Amazing support
  • Basic sales management
  • Customizable
  • Reporting, they have very limited reporting capabilities.
  • Pipedeive has a hard time managing organizations with sub-organizations and sharing data
  • Pipedrive is a beginner CRM
  • Making mass changes to fields isnt as simple as other tools.
  • You have to go to different places to run reports and make sure you're in the correct place.
Read Brett Eskelson's full review
October 30, 2019
Shannon McNamara | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Shannon McNamara's full review
February 10, 2020
Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source

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
  • Support was very poor. It was hard to track conversations and the agents weren't knowledgeable.
  • We had lots of problems with integrations
  • Price kept on rising.
Read this authenticated review
October 15, 2019
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Easy to configure and use. Very intuitive.
  • Quick input of, and access to, information.
  • Very smooth transfer of deals across stages and between different team members.
  • The way the different components of a lead/deal/account are structured can make the inputting of some pieces of info a bit clunky (e.g. contacts)
  • Cannot fully customise it
  • Reporting can be more powerful
Read this authenticated review
December 16, 2019
Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Forecasting.
  • Compiling data on individual salespersons.
  • email is difficult to synch.
  • Sorting of deals is not intuitive.
Read this authenticated review
September 12, 2019
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read this authenticated review
July 20, 2019
Oliver R. | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It’s great for a full view of your current pipe line
  • It’s great for keeping track of prospects.
  • Great for keeping a record of all people you’re speaking to.
  • Could be better at automatically recording call history from VOIP service.
  • Needs better analytics.
Read Oliver R.'s full review
May 28, 2019
John Bianchi | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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
Read John Bianchi's full review
August 05, 2019
Truptesh Patil | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Customer tracking
  • Data Collection
  • Pipeline tracking
  • Helps a great deal but there is a slight margin of improvement in reporting.
  • Should have guidelines whenever there is an addition of features.
  • Creating a new contact entry is bit laborious, however not a major concern.
Read Truptesh Patil's full review
August 31, 2019
Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read this authenticated review
August 05, 2019
Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Sales management
  • Deal management
  • Sales reporting and organization
  • Loads slowly with large amount of contacts
  • Their partner program is not retroactive. we have referred them a lot of business we don't get credit for!
Read this authenticated review
December 13, 2018
Stefan Trbojevic | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Labeling Contacts.
  • Adding notes to deals and pinning them to the top.
  • Email integration with any email provider/client.
  • Bulk contacting. Pipedrive does not have the option to send one email to multiple contacts at once, but instead, you would have to send them 1 by 1.
  • Not so great customization of importing data to Pipdrive through csv files. Too many required fields that don't even make sense.
Read Stefan Trbojevic's full review
September 12, 2018
Matt Heerema | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Matt Heerema's full review
August 09, 2018
Victoria Daphne | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

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.
  • 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.
Read Victoria Daphne's full review
April 10, 2018
Jackie Bassett | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Visibility: I can know in one view, at any given time exactly where every opportunity is, why it's there or why/where it may be stuck.
  • Priorities: 'Closest to the close', 'older is colder' are spot-on truisms. In a world of competing priorities, for both you and the customer, choices are made, more often because the solution is a perfect match AND, the sales team follows up in an intelligent & respectfully, timely manner. (not just when it's month-end. So this Actions Today or Overdue visual reminders are what moves opportunities to closure, and create repeat and referral revenues too.
  • Call Center features: great customer support is a key differentiator these days. Customers value knowing they can reach anyone they call in customer support without having to go through their entire account history, only to be transferred to someone else, and start all over. CS can immediately see and understand the why and the where of each customer, in an easy to comprehend visual display - get up-to-speed quickly and answer their query well-informed.
  • Insights: Every customer action/interaction is recorded, providing tremendous insights into purchase (or non-purchase) patterns. That real-time analytics can accelerate sales and potentially drive new market or new product development opportunities.
  • Mobile: Salespeople are mobile. Having full access to Pipedrive on any mobile device lets salespeople do what they do best: listen to what customers are asking for, follow-up and get things done. It makes them want to use the tool, rather than avoid it.
  • It's priced at SF.com level, already, at a time when many new features keep getting added. IMO: anything less than the Gold package, isn't enough.
  • IDEA: I highly recommend you add in Alexa/Siri capabilities and synch it to my calendar so when I'm en route to a meeting, or just finished one, Pipedirve might text me reminders of today's tasks OR list of prospects/clients(with phone numbers) I've not called for awhile and may want to check in with.
Read Jackie Bassett's full review
November 19, 2018
Xander Franke | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Dashboards are easy to view
  • Reporting is great
  • Easy to toggle between sales team members
  • Could be easier to navigate
  • Reporting can miss things easily
  • UI could use update
Read Xander Franke's full review

Feature Scorecard Summary

Customer data management / contact management (15)
6.5
Workflow management (12)
7.8
Territory management (8)
6.6
Opportunity management (50)
8.7
Integration with email client (e.g., Outlook or Gmail) (46)
7.9
Contract management (9)
3.0
Quote & order management (7)
5.1
Interaction tracking (13)
7.1
Channel / partner relationship management (9)
4.3
Case management (6)
4.7
Call center management (5)
1.1
Help desk management (6)
3.1
Lead management (32)
7.7
Email marketing (4)
8.7
Task management (46)
8.0
Billing and invoicing management (5)
4.1
Reporting (45)
6.8
Forecasting (11)
5.1
Pipeline visualization (49)
8.1
Customizable reports (8)
1.7
Custom fields (46)
8.1
Custom objects (37)
7.5
Scripting environment (4)
1.0
API for custom integration (33)
7.3
Single sign-on capability (12)
6.1
Role-based user permissions (44)
8.3
Social data (5)
1.1
Social engagement (5)
1.1
Marketing automation (7)
3.6
Compensation management (4)
3.5
Mobile access (44)
7.9

What is Pipedrive?

Pipedrive is a sales management tool built for salespeople by salespeople. According to the vendor, it is used by more than 50k teams around the world, and helps you to see the big picture, then gives step-by-step guidance to keep everyone focused on the activities that drive deals to close. It's simple to get started, but powerful enough adapt to any sales process. Construction companies love it because it makes it easy to manage the many facets of the sales process.

Pipedrive Features

Sales Force Automation Features

Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)

Marketing Automation Features

Has featureLead management

CRM Project Management Features

Has featureTask management
Has featureReporting

CRM Reporting & Analytics Features

Has featurePipeline visualization

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions

Platform Features

Has featureMobile access

Pipedrive Screenshots

Pipedrive Video

Pipedrive Goals

Pipedrive Integrations

Asana, Trello, Mailchimp, Yesware, Zapier, Google apps, Google maps, etc...

Pipedrive Competitors

Pipedrive Pricing

Starting Price: $9

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Does not have featurePremium Consulting/Integration Services Available?No
  • Entry-level set up fee?No
EditionPricing DetailsTerms
Essential$15.00Per Month
Advanced$29.00Per Month
Professional$59.00Per Month

Pipedrive Support Options

 Free VersionPaid Version
Live Chat
FAQ/Knowledgebase
Email
Video Tutorials / Webinar

Pipedrive Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Linux, Mac
Mobile Application:Apple iOS, Android, Mobile Web