Great tool for simple pipeline management
July 16, 2018

Great tool for simple pipeline management

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

Software Version

Business

Overall Satisfaction with Pipedrive

Pipedrive is a great tool that we used to help collect and manage our sales contacts at our organization. We used it mostly within the sales department, but it then interfaced with customer success. Essentially it solved the issue of visually understanding where a could be client was in the sales process.
  • Visually laying out leads
  • Showing progression across the sales cycle
  • creating transparency across the company
  • A better visual for large amounts of contacts
  • It held us accountable, leading to more sales
In our scenario, Pipedrive ended up being great for our small team. I have not used it in a large company setting, but I could see how things could get cluttered quickly.

Pipedrive Feature Ratings

Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
5
Lead management
8
Task management
10
Reporting
10
Pipeline visualization
10
Custom fields
9
Custom objects
7
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Mobile access
10