A simple, clean, and effective CRM tool
Edgar Romero | TrustRadius Reviewer
December 23, 2019

A simple, clean, and effective CRM tool

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Business

Overall Satisfaction with Pipedrive

Pipedrive is our main CRM tool that helps us to manage all leads that get in contact with the company asking to get information on franchises. With Pipedrive customizable intuitive funnels (sales stages) we can be aware all the time in what sales stage is our lead and which are the next steps that we need to take in order to close the sale.
  • Customizable sales stages.
  • Visualization of lead information.
  • Email management.
  • Workflow automation.
  • Clear visibility of the real status that our leads have in our sales process.
  • Stream light our closing process.
Pipedrive stands ahead of SugarCRM in its ease of use, its simplicity and zero overhead information that is not needed in order to manage your leads. Pipedrive is our preferred tool since it has everything you would really need is a pretty simple, clean, and easy to use and implement interface for our people. We have what we need and nothing more, this helps our people to only focus and learn the tools that they would really use and avoid wasting time or be confused with other information and buttons on the screen that they will not use.
Pipedrive is ideal for companies that would like to start managing their business opportunities but don't want to stress their employees with the complicated process that implementing a CRM system needs. Pipedrive is a very easy to use application that would help you to manage pretty easily your deals but would take away all the overload that comes with pretty complicated software like Salesforce.

Pipedrive Feature Ratings

Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Lead management
9
Task management
9
Reporting
7
Pipeline visualization
10
Custom fields
10
Custom objects
Not Rated
API for custom integration
8
Role-based user permissions
10
Mobile access
7