My favorite CRM
August 05, 2019

My favorite CRM

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

Software Version

Business

Overall Satisfaction with Pipedrive

Great lightweight CRM system that can be set up in an hour and leveraged to increase sales quickly. It's basically just a flat relational database that can be viewed as a pipeline. Think of three spreadsheets that are linked together. There is even a spreadsheet view that lets you view your sales data in a coherent format.

Pros

  • Sales management
  • Deal management
  • Sales reporting and organization

Cons

  • Loads slowly with large amount of contacts
  • Their partner program is not retroactive. we have referred them a lot of business we don't get credit for!
  • Pipedrive has increased our sales and deal velocity
  • I have received commissions as a pipedrive partner
Pipedrive is cheaper and more flexible.
Pipedrive is a great starter CRM for organizations who haven't quite defined their sales technology needs yet. You don't need to pay to customize it, nor can you customize it that much beyond the addition of fields and stages to your pipeline. I would recommend using it to clearly define your use cases before upgrading to something like Salesforce.

Pipedrive Feature Ratings

8.0
Integration with email client (e.g., Outlook or Gmail)
8
Customer Service & Support ()
Not Rated
Marketing Automation ()
Not Rated
CRM Project Management ()
Not Rated
9.0
Pipeline visualization
9
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

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