Positive Impact
May 30, 2018

Positive Impact

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

Software Version

Other

Overall Satisfaction with Pipedrive

PipeDrive is being used by our organization between the Sales, Marketing, and C-Level team members. It addresses the problem of reducing the number of meetings since C-Level individuals can quickly glance at an app to see where each sales pipeline is at and how far each lead is into a deal. It also helps sales in that they can keep track of where they are with each deal and keep organized. For marketing, it addresses the issue of tracking how much outbound marketing is happening.
  • Great at having the right integrations to be able to smoothly incorporate everything with automation into the PipeDrive App
  • Easy to use UI makes onboarding quite easy once the account is set up. The users can learn quickly.
  • Has many different ways to keep organized and visualize what you are looking for. Things come in lists, in graphs. You can send emails view all of them according to the user and according to organization or deal.
  • Some of the set up is difficult, especially when it comes to specific types of automation such as email. I have noticed sometimes emails show up and other times it does not.
  • There are glitches especially when pasting images into notes.
  • I wish they warned us before updates happen so we are always in the know.
  • Organized sales cycles and leads in an easy to visualize way
  • ROI
  • Can contact many people at once through one module
Pipedrive integrates with our existing systems and it was easy to set it up. Additionally, we found PipeDrive easier to use with a cleaner UI
It is very well suited for keeping small teams organized and keeping specifically upper-level management in the know when it comes to the sales cycle. It helps shorten meeting times and calls regarding such when management can easily visualize different deals and follow all activity per account.

Pipedrive Feature Ratings

Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Lead management
9
Task management
10
Reporting
8
Pipeline visualization
10
Custom fields
7
Custom objects
7
API for custom integration
7
Role-based user permissions
9
Mobile access
7

Using Pipedrive

5 - CEO, Marketing, Sales
  • Sales
  • Marketing
  • Ease of Visualizing across the business