Pipedrive Still Leader of Pack in Managing Sales Opps
December 13, 2017

Pipedrive Still Leader of Pack in Managing Sales Opps

Justin Angelson, Digital and AI Solution Expert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Pipedrive

We use Pipedrive across our whole organization and are beginning to use it to manage multiple brands from one platform. Primarily it is used as a sales-focused CRM, but with its ability to customize pipelines and deal stages we have adapted it for sales, business development, strategic partner development, contractor/employee hiring, and a few other areas. Because of its deep integrations with G Suite (which we use), and developer and integration-friendly team and architecture, it has become the backbone of our business processes. We integrate pretty much any appropriate application into so we can use it to have a truly full-featured and functional platform to operate out of.
  • Pipedrive has probably the best sales pipeline visualization and management process - the constant prompt to add the next activity is critical to ensuring deals are pushed through the sales process in a timely fashion.
  • The "Deal Rotting" feature provides a way to see, at a glance which deals are slipping through the cracks and need attention. For users and organizations who know their numbers cold, it can easily show on one screen, what needs attention and what does not.
  • Pipedrive is super friendly to integrating with other Apps and has a great API. Their architecture and team seriously give their platform an almost future proof aspect because they will allow you to connect other tools you use to make the platform more useful to their users while focusing on improving their core offering constantly: managing sales pipelines.
  • Personally, I would like for their reporting functionality to be a little more robust and easier to use. It looks like they are improving it on a regular basis, but with out using some other data visualization or business intelligence tools, it can be tough to get granular data. For us, not even close to a deal breaker.
  • I would like to see them expand their telephony integrations to include more providers. Specifically DIalpad (hint-hint) - however, since our company doesn't have a call center sales operation maybe this is just me being too picky.
  • I would like for them to an easier to use goal setting and daily activity counter type feature. For example I want to see quickly that each day I need to call 25 leads, set 5 appointments, hold X number of demos etc.
  • Overall Pipedrive has had a great impact on our ability to manage sales opportunities across multiple Pipelines and deal types. The ability to instantly see the status of every deal working is huge, especially when combined with a smart set up of the Deal Rotting function, and the fact the by default Pipedrive prompts you to always add a next action when completing an activity on a deal. It really teaches you to stay on top of deals.
  • Aside from being able to manage more deals on an individual level, Pipedrive's Sale Management of Deals allows sales managers to more effectively manage and empower their sales reps. This is key to being able to scale an early stage start-up or growth stage company. Every opportunity counts. And Pipedrive makes sure you have the ability to work them.
  • Pipedrive is straightforward and intuitive to use. It's simplicity hides a sophistication and elegance in the whole design and deployment of the tool. The team at Pipedrive obviously is experienced in managing sales and the processes essential to closing business. You won't have a huge learning curve for almost everyone you bring onto the platform.
Here's the main point here. Pipedrive is a superior CRM for Sales in any type of field because it is so well made and focused on managing Sales Opportunities. Although, it can do a whole lot more than that - it focuses on sales out of the box and gets you managing sales opportunities fast.

Compared to Zoho CRM it is much more straightforward and easy to use. Compared to ProsperWorks it has much more integration capabilities and in my opinion a better UI/UX. Compared to Solve360 it is simply better at managing Sales, which are the lifeblood of any business.

I have used all of these CRMs in the past, especially Zoho CRM and Solve, but Pipedrive trumps them for our needs.
For small to medium-sized businesses, start-up or otherwise, Pipedrive's ease of use and highly customizable nature can make it a very powerful platform to manage sales and salespeople and their associated activities. Additionally, the available integrations a business can implement out of the box make it really easy to add into an existing sales and marketing technology stack.

For larger businesses or enterprises, this might not be the most well-suited solution. If a company needs in-depth native workflows and marketing automation features onboard from the get-go then Pipedrive might not be the best fit.

Pipedrive Feature Ratings

Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Lead management
Task management
Pipeline visualization
Custom fields
Custom objects
Not Rated
API for custom integration
Role-based user permissions
Mobile access