Great/Inexpensive/Intuitive CRM Tool
February 11, 2019
Great/Inexpensive/Intuitive CRM Tool
Score 9 out of 10
Vetted Review
Verified User
Software Version
Business
Overall Satisfaction with Pipedrive
We use Pipedrive as a Customer Relationship Management tool. The software is specifically used by a few folks who are part of our administrative team. It can be extremely difficult to track communication between our team and other vendors, key individuals, entities, and even other folks within our organization. Pipedrive allows its users to quickly check to see communication history, contact information, and future planned meetings/calls/activities. Rather than calling a teammate to check on the status of a project, I can simply check Pipedrive. It is worth noting that, even though the tool is only being used by a few teammates, the product could easily be leveraged across our organization.
Pros
- The software allows users to blind carbon copy a project-specific e-mail address, which will automatically populate Pipedrive with details/attachments related to that particular e-mail.
- Pipedrive syncs with Google's G-Suite products very well.
- Dashboards are available to see project progress "at a glance".
- The customer relationship management tool is relatively inexpensive.
- The software is extremely intuitive and did not take us long to "master."
Cons
- The software could benefit immensely by offering a feature similar to Dropbox. It would be great to have the capability of granting outside individuals access to a sharefile portal housed within Pipedrive. To my knowledge, Pipedrive does not offer this capability. However, it is worth noting that users have the ability to upload items that have been sent to them. In fact, if a file is attached in an e-mail that has had the "special" project specific e-mail address carbon copied, Pipedrive will upload the attachments to a repository.
- Pipedrive has had an extremely positive impact on our overall business objectives. More specifically, the return on investment has been magnified by the fact that it is fairly inexpensive.
- I can recall 2-3 conversations which prompted my boss and myself to note how convenient Pipedrive is.
- Like most companies, it can often feel like we are spinning many plates at once. Even when our team is not able to connect in person every day, our projects are capable of progressing. Pipedrive has allowed us to press forward where we (normally) would have lacked the communication necessary in doing so.
Pipedrive works significantly better than monday. We trialed monday for a short period of time, but made a quick switch to Pipedrive upon recommendation by a competing vendor. I do not recall the specific reasons why we were so certain that the switch made sense, but it was readily apparent. I don't recall monday having the ability to integrate with our Google products as easily as Pipedrive. In addition, I do not recall monday having the same file repository capabilities. I do not remember exactly how much monday cost, but I believe the price point was close to that of Pipedrive. Finally, Pipedrive has the ability to create project entities, which can be connected to "people" entities (typically, the individual internal/external players involved with the project).
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