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Pipedrive - Easy for small for small organizations, not the solution for bigger ones
September 14, 2017

Pipedrive - Easy for small for small organizations, not the solution for bigger ones

Mike Pyle | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Business

Overall Satisfaction with Pipedrive

We use Pipedrive across our entire company to set follow-ups, track opportunities, organize prospects, and internal communication between departments.
  • The easiest CRM to setup and onboard.
  • Very easy to change/add prospects, organizations, and contact info.
  • Extremely customizable and user friendly.
  • Easy to assign tasks to individual sales members.
  • Doesn't track when you last emailed/reached out to someone well.
  • Opportunity and won-sales reporting leaves a lot to be desired.
  • Needs more logic built-in. Not very intuitive.
  • Pipedrive is streamlined and provided seamless communication on deals that require tasks to be done by other departments.
  • Lack on integration to email marketing tools have really hurt us and add time to constructing email campaigns.
Not nearly as intuitive or sophisticated as Salesforce but MUCH easier to create and manage custom fields. Also a lot quicker when scheduling follow up tasks and adding/creating new organizations and contacts.
Pipedrive is great for small organizations, especially ones with limited budgets. It's a great "starter" CRM for someone looking to get their feet wet. Would not recommend to larger companies with large sales staff. At scale there will be headaches.

Pipedrive Feature Ratings

5.7
Customer data management / contact management
9
Workflow management
9
Territory management
6
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
2
Contract management
2
Quote & order management
5
Interaction tracking
7
Channel / partner relationship management
6
2.7
Case management
4
Call center management
1
Help desk management
3
Marketing Automation ()
Not Rated
5.0
Task management
9
Billing and invoicing management
4
Reporting
2
3.0
Forecasting
2
Pipeline visualization
6
Customizable reports
1
5.5
Custom fields
10
Custom objects
10
Scripting environment
1
API for custom integration
1
3.0
Role-based user permissions
3
Single sign-on capability
3
1.0
Social data
1
Social engagement
1
2.0
Marketing automation
2
Compensation management
2
5.0
Mobile access
5