Ease of Use Makes Pipedrive Worth a Look
Updated August 16, 2016

Ease of Use Makes Pipedrive Worth a Look

Lawson Brooks III | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Lite

Overall Satisfaction with Pipedrive

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.
  • Pipedrive is easy to use with a great interface. It's clear cut with logical organization.
  • From my perspective, there is very little that needs to be improved. I've worked for three large technology companies that possessed overly complicated CRM/CMS tools and Pipedrive stacks above those because of its ease of use, while maintaining the ability to add detail to the existing categories.
  • None. While I'm a big fan of Pipedrive, it was overkill for my purposes.
Pipedrive is superior to Hubspot and Zoho. However, given the size of my organization the OnePageCRM is more suited to my needs and comparing it with Pipedrive is doing so with apples and oranges.
It's appropriately suited for adding and tracking leads through to closing.

Pipedrive Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
10
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
9
Lead management
9
Email marketing
Not Rated
Task management
9
Billing and invoicing management
6
Reporting
8
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
Not Rated
Custom fields
6
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
8
Role-based user permissions
Not Rated
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
8