Item: Pipedrive
Rating: 6
Author: Shannon McNamara

Use Cases and Deployment Scope

Our entire department uses Pipedrive. We use it from every stage in terms of qualifying a lead, going after a lead, winning a deal, and then creating another deal for that lead in terms of implementation - and all of this is done in Pipedrive. So primarily, the 2 main departments that use Pipedrive are Sales and Implementation. I would say about half of our total company interacts with Pipedrive every day.

Pros and Cons

Ability to assign tasks
Integrations with other softwares such as HubSpot and Zapier
Ability to track activity in a detailed fashion

Definitely a major learning curve to understand Pipedrive
New features are rolled out without any explanation on how to use them
Not nearly enough features/capabilities as other CRMs such as Salesforce

Return on Investment

By using the assigning of tasks, we were able increase employee efficiency
We generated better leads by being able to integrate with HubSpot
Quicker lead conversion

Alternatives Considered

Salesforce

We are moving from Pipedrive to Salesforce, primarily because as our leads and our company grows we are requiring a CRM that has more features, abilities, and can generally handle more. We dove into Pipedrive in a "putting out fires" mentality though, so the leads/tasks/deals on Pipedrive all had different functions, and it took us literally months to clean up and organize Pipedrive. We are looking forward to a fresh start with Salesforce.

Other Software Used

HubSpot, Slack, Wunderlist

Likelihood to Recommend

I believe that Pipedrive would be well suited for a company that wants a CRM that is in between, on the lower end of the scale, using an Excel sheet to manage leads, and, on the higher end, a CRM such as Salesforce. I believe that Pipedrive, in terms of price and abilities falls right in the middle of these two. Also, I can say with experience working with a start-up company, we started with Excel sheets, moved to Pipedrive, and are about to implement Salesforce, so Pipedrive was great for us for a short time but the abilities we needed had to be found through another CRM.

Pipedrive - a middle of the road CRM

Software Version

Overall Satisfaction with Pipedrive