Pipedrive - helps drive performance
February 28, 2017

Pipedrive - helps drive performance

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Business

Overall Satisfaction with Pipedrive

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.
  • Allows easy and efficient task setting
  • An easy to use display
  • Very easy to use and navigate through
  • Organisation of tabs can be difficult
  • Only positive impact as it has allowed us to continuously focus on the work and takes the organisation of the product into it's own hands.
Pipedrive is a very effective project management tool whereas I have used Insightly more as a full CRM system - this is not a negative reflection on Pipedrive as I cannot really compare them as they were used for completely different needs. As a project management system Pipedrive has met and exceeded requirements.
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.

Pipedrive Feature Ratings

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