A great tool for early stage companies.
Anonymous | TrustRadius Reviewer
November 02, 2018

A great tool for early stage companies.

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Business

Overall Satisfaction with Pipedrive

Pipedrive is currently used by our sales and marketing department. Sales uses it for pipeline tracking, customer appointments information adding, and tracking proposals. Our marketing teams use Pipedrive for data collection, interpretation, and email marketing campaigns. It has solved the problem of inputting and managing our customer data so that we have it centralized along with our close ration, and monthly revenue.
  • Pipeline tracking
  • Sales close ratios
  • Customer information and data collection
  • It doesn't plug in to other SAAS devices well.
  • The functionality is limited in certain areas.
  • It's a great tool for small businesses, but as we scaled
  • It helped us track our pipelines.
  • It helped us onboard new sales reps to the platform and had a small learning curve.
  • It helped us centralize all of our contacts and add notes easily.
We selected Pipedrive because it was easy to use and cost effective for our needs. It was the first CRM that we used and had a small learning curve for myself as an administrator and our users when we needed to add them. It served its purpose and helped us when we needed to centralize our contacts and date.
Pipedrive was awesome for us to use in our infancy. It was easy to use, low maintenance and we were able to add users quickly. As we scaled and added our marketing department the functionality of the system was not ideal for the plugins that we needed from other SAAS based products. For a very small company it's great, but as you need marketing plugins it gets harder to get the usage out of it that you need.

Pipedrive Feature Ratings

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