Great/Inexpensive/Intuitive CRM Tool
Anonymous | TrustRadius Reviewer
February 11, 2019

Great/Inexpensive/Intuitive CRM Tool

Score 9 out of 10
Vetted Review
Verified User
Review Source

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.
  • 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."
  • 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).
Pipedrive is well suited for small to mid-size companies that are in need of an inexpensive customer relationship management tool. If users within an entity are struggling to keep up communication between their organization and an outside (or internal) entity, the tool offers a great amount of easily accessed visibility. I've been told that some of the more robust platforms would better suit larger companies. For example, a large marketing firm might be better off with one of Pipedrive's more robust competitors. That said, my team and myself have been extremely satisfied with Pipedrive.

Pipedrive Feature Ratings

Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Lead management
8
Task management
10
Reporting
9
Pipeline visualization
10
Custom fields
10
Custom objects
10
API for custom integration
10
Role-based user permissions
10
Mobile access
10