The right sales CRM for a business who is just outgrowing a spreadsheet.
September 12, 2018

The right sales CRM for a business who is just outgrowing a spreadsheet.

Matt Heerema | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Pipedrive

I use Pipedrive to track my sales pipeline. Right now, as the sole salesperson, I am the only user on the app. It has helped give us immediate visibility of our prospects, all the way through the sales process, along with estimates of possible incoming revenue and timing. It has completely organized and simplified a previously very cumbersome and chaotic process.
  • Dashboard: their dashboard is very well designed to give the right mix of simplicity and information density. I can see all my current prospects, at various stages, and know who, at a glance, I need to get back in touch with to keep the process moving
  • Revenue forecasting - Their estimation tools give me some very real and accurate data (combined with my knowledge of my market and product, etc...) that helps me understand at any given point my range of potential income based on the current sales process
  • Integrations - Pipedrive integrates well with our support system
  • Post-sales client relationship management - once a client is through the sales process, the app becomes irrelevant with regard to that client. I need a separate management system for current clients.
  • Pipedrive's ease-of-use means that I keep it up to date. Previous apps we have tried have had cumbersome UIs which means I abandon frequent usage.
  • The ease of data visibility keeps my team motivated to keep things moving through the process.
Pipedrive is a lightweight tool, both in terms of price, and features. This means that it is easy to use and not very expensive. Other apps had unwieldy interfaces, or too deep a feature set (which corresponded to higher costs.). Pipedrive was the the right level of tool for our business.
Pipedrive seems very well suited to a small business with a multi-role salesperson. I'm not sure how well it would scale to a larger enterprise. But for a small business who needs to get away from managing sales leads through email and spreadsheets, and is not needing a enterprise solution like Salesforce, Pipedrive is the right solution.

Pipedrive Feature Ratings

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