Pipedrive for Sales Team
November 19, 2018

Pipedrive for Sales Team

Xander Franke | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Business

Overall Satisfaction with Pipedrive

We use Pipedrive to measure our sales team's pipeline activity and metrics. We check it on a weekly basis in our sales meeting to forecast for the week, month, quarter, and year. Pipedrive allows us to easily view all sales team members pipelines, opportunities won, and opportunities created in a given time frame.
  • Dashboards are easy to view
  • Reporting is great
  • Easy to toggle between sales team members
  • Could be easier to navigate
  • Reporting can miss things easily
  • UI could use update
  • Helps to manage sales pipeline
  • Easy to view sales/opps per team member
  • Reporting on pipeline
Great for sales teams, not applicable to any teams outside of sales.

Pipedrive Feature Ratings

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