Perfect step between Excel and Salesforce
October 31, 2019

Perfect step between Excel and Salesforce

Shannon McNamara | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Business

Overall Satisfaction with Pipedrive

Our sales department used Pipedrive, along with the assistance of the marketing department to get the software up and running, as well as integrate the software with Hubspot and other marketing tools that we used. It helped us collect leads, push them through a pipeline, and determine the next steps for the leads we had.
  • Customization was very intricate.
  • Great cost, a fraction of Salesforce.
  • Customer support was helpful.
  • Not as automatic as Salesforce, lots of manual work.
  • Integrations sometimes had a bit of trouble.
  • Took some users time to get the hang of it.
  • Helped us to manage and control sales.
  • Took lots of marketing time to customize the platform.
  • Took lots of marketing time to integrate the platform.
Pipedrive was the best option for our company because the price is right for a small company! Before Pipedrive, we were just tracking sales in excel spreadsheets, and Pipedrive I believe is the next best step if you want to graduate from spreadsheets, but not take your company all the way to using Salesforce.
If you're a smaller company that is looking for a CRM that will help you manage and move leads without having to spend a near fortune on using Salesforce, then I think that Pipedrive is the best option for your company - it's better than an Excel spreadsheet but not as intense or costly as Salesforce.

Pipedrive Feature Ratings

Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Lead management
8
Task management
9
Reporting
10
Pipeline visualization
9
Custom fields
10
Custom objects
6
API for custom integration
Not Rated
Role-based user permissions
10
Not Rated
Mobile access
Not Rated