Pipedrive, a great and simple CRM.
Stephen Steinberg | TrustRadius Reviewer
November 17, 2019

Pipedrive, a great and simple CRM.

Score 8 out of 10
Vetted Review
Verified User
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Overall Satisfaction with Pipedrive

We've used Pipedrive as our CRM for the sales staff for almost 6 years now. We switched over from CapsuleCRM prior to that. The #1 feature that convinced us to switch -- as well as stay -- has been the extremely visual nature of the Pipeline. It was the first to do this and many other CRMs have copied that feature over the years.
  • Visually displaying the Pipeline
  • Reporting the sales efficiency of moving between stages of a Pipeline
  • Customizing a pipeline to your exact needs
  • Automation within the platform, even with the higher tiers, is lacking
  • Not as many native API integrations into other platforms as other CRMs on the market
  • Their visual pipeline is great, but if you want to work within a spreadsheet-like system (ie managing customers or organizations within the system), it's time consuming
  • Keeping everything organized has been a huge plus
  • By having organized records, different sales reps can take over opportunities easily
  • As other CRMs came on the market, I feel like Pipedrive is falling behind on their feature set, making it have a worse ROI over time
Pipedrive is extremely simple with the pipeline management, but more time-consuming than necessary for even simpler tasks like browsing through contacts or organizations, and especially making changes to those contacts or organizations. If they were able to make it so that you could accomplish the same work with less clicks and screens, that would be great. It also doesn't have as many integrations with other platforms as we'd like, especially email marketing platforms and web form platforms.
Pipedrive is great for small teams, managing leads and sales opportunities through a pipeline from lead gen to closing the sale. It lacks if you want to use Pipedrive within a larger ecosystem of SaaS due to its limited integrations with other pieces of software. It's also not easy to mass edit contacts and organizations on the fly without opening each one up individually to make the change - we wish it could be done in a spreadsheet like fashion.

Pipedrive Feature Ratings

Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Lead management
Task management
Pipeline visualization
Custom fields
Custom objects
API for custom integration
Role-based user permissions
Mobile access