Pipedrive is a solid starter CRM
November 11, 2019

Pipedrive is a solid starter CRM

Brett Eskelson | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

Business

Overall Satisfaction with Pipedrive

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.
  • Pipeline
  • Managing changes
  • Amazing support
  • Basic sales management
  • Customizable
  • 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.
  • 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.
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.
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

Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Task management
5
Reporting
2
Pipeline visualization
5
Custom fields
8
Custom objects
8
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Not Rated
Mobile access
Not Rated