Easy-to-use CRM for small companies.
August 09, 2018
Easy-to-use CRM for small companies.
Score 8 out of 10
Vetted Review
Verified User
Software Version
Business
Overall Satisfaction with Pipedrive
Since incorporating Pipedrive into my company's list of tools, we've found it to be integral in our goal of reaching new wholesale accounts and remaining in conversation with them. It's easy to forget to send a follow-up email to a potential account and lose track of the status of every individual you've been in touch with. The pipelines help keep every account in the appropriate categories so that I know what the appropriate action should be next time I open Pipedrive.
- I like the clean, minimal layout of the Pipedrive interface. I find it easy to navigate and very user-friendly. The concept itself is one that is strong and it's made my job of keeping track of hundreds of wholesale accounts and potential accounts much easier. The ability to schedule detailed follow-ups for every wholesale account really keeps me on top of my communication goals.
- The ability to see a snapshot of your ongoing transactions through the dashboard. Every time you complete a task, it asks to feed in the next task for that transaction. This way you are less likely to be distracted from the deal that you in middle of.
- Mail templates feature is another additional benefit to full email sync in the Gold Version. The ability to see who's clicked on the links is standard now a days but Pipedrive handles it well.
- I feel that Pipedrive can do some more work around enabling sales teams to actually get going out of the box with recommend deal flows and processes.
- I also think that simple changes like including both a delineated first and last name out of the box are quick changes that would add alot of value for practical reasons.
- Irrespective of what platform you use, it is better to use a trial and implement the product and check how the product meets the requirements. PipeDrive has a good trial plan and their sales team will assist you to set up the platform.
- Pipedrive has helped me to keep an overview of my sales pipeline as all communications and notes are in one place. The analytics help me to be more strategic in my approach to New Business Development as I can see which activities and sources are working
- Integrating Pipedrive with Autopilot so customers are able to have their CRM platform centralized within Autopilot and within their marketing stack. The main benefit is ease of use for customers, and for following customers within the pipeline.