Item: Pipedrive
Rating: 5
Author: Brett Eskelson

Overall Satisfaction with Pipedrive

Use Cases and Deployment Scope

We use Pipedrive to manage all sales-related activities as well as managing customer success—post-sales as well as tracking outreach efforts and contact data. Email and call information, as well as new leads and inbound interest, are all captured in the system.

Pros and Cons

Pros

Pipeline
Managing changes
Amazing support
Basic sales management
Customizable

Cons

Reporting, they have very limited reporting capabilities.
Pipedeive has a hard time managing organizations with sub-organizations and sharing data
Pipedrive is a beginner CRM
Making mass changes to fields isnt as simple as other tools.
You have to go to different places to run reports and make sure you're in the correct place.

Return on Investment

Pipeline management
It would be nice if you could customize the pipeline view to show different things
We definitely wouldnt be as far along in our sales process without a CRM.

Alternatives Considered

Salesforce.com, HubSpot CRM and SalesforceIQ CRM

Pipedrive is nowhere near as capable as Salesforce, but it's also much easier to manage. I think of Pipedrive as a simple version CRM that is good for managing inbound lead's interests in an organized way. When you have a larger sales structure with different components and teams it may not have the capabilities you need.

Likelihood to Recommend

I'd recommend Pipedrive to a small company that is just getting started. There isn't a lot of managing that needs to happen like with Salesforce. Although if it's a company that will likely grow quickly, I'd recommend just starting with Salesforce anyway. Pipedrive is a tool that doesn't offer a lot of flexibility which can be seen as a positive or a negative depending on your organization's needs.

Pipedrive Feature Ratings

Comments

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Pipedrive is a solid starter CRM

Software Version