Pipedrive Review
May 29, 2019
Pipedrive Review
Score 8 out of 10
Vetted Review
Verified User
Software Version
Business
Overall Satisfaction with Pipedrive
At BOS Digital, we were looking for a solution to help manage and organize our sales process and give more visibility to deals won and open deals and prospects in the pipeline. We reviewed several solutions, but Pipedrive was the only affordable option without moving into something like Salesforce, with a stable user interface and experience and enough capability to act as a basic CRM and with customizable dashboards to track different pipelines. With an affordable license structure as well, we're able to move our reps into the system and meter our growth as a sales team. I highly recommend this option for a young company building a sales team.
- Pipeline Dashboards
- Contact Management in a CRM Style System
- Affordability for the options
- Zapier Integrations
- Automation of certain functions
- Management of residual deals and revenue
- Huge increase in visibility of the Pipeline for multiple reps
- Increased ability to coach and move deals along
- Not a good system for recording sales activities
I think that for a smaller sales team and for simply getting your reps off of pen and paper and into a digital system that can be managed, Pipedrive is the perfect system to get the sales team moving and thinking along the lines of a team selling approach. What Pipedrive is not going to do is give you all the higher level analytics and predictive close rates of reps or of revenue management. If a rep doesn't record an activity or it can't be defined as a different activity in the system it may look like a rep isn't prospecting, however, that's not the point of Pipedrive. Pipedrive is a pipeline management tool. If that's what you need this is the tool for you.