The right sales CRM for a smaller business looking to scale its Sales management and organization.
Anonymous | TrustRadius Reviewer
December 12, 2018

The right sales CRM for a smaller business looking to scale its Sales management and organization.

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Business

Overall Satisfaction with Pipedrive

We used Pipedrive to track account manager sales and training contacts as well as sales manager accounts and contacts. We've found it to be integral in our goal of reaching new accounts and maintaining contact with an ever-growing client base. In order for us to scale, we needed the organization and accountability among those teams, and Pipedrive was a key to that scalability.
  • Extremely intuitive and clean user interface. There aren't a lot of unnecessary bells and whistles involved.
  • Dashboard features were perfect for tracking numerous sales pipelines.
  • Reporting features were easy to use and highly customizeable.
  • Phone carrier integration would be helpful.
  • Calendar syncing features could be improved.
  • Ability to track more activity types.
  • Allowed us to better manage sales opportunities and manage individual and team progress better which in turn has increased renewal rates as well as increased new customer sales.
  • Understanding status of individual team members and teams as a whole has allowed us to better strategize where we allocate resources.
  • Executive teams have a better handle on budget planning due to better reporting of our sales management out of Pipedrive.
Pipedrive is more expensive but does all of the following better: Data import and export is simple, you can efficiently manage your company’s sales pipeline, and it offers full sales management features. Ultimately, the full feature set is what we needed at that point in time for our business.
Pipedrive is excellent for small companies where pipeline management and organization may have taken a back seat to concentrating on current sales opportunities. As client bases grow, the need for proper pipeline management and organization increases, and in our case, Pipedrive was the perfect compliment to our needs and ability to scale the business.

Pipedrive Feature Ratings

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