Best option for overviewing the sales funnel on the market!
January 14, 2020

Best option for overviewing the sales funnel on the market!

Martín Stricker | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Business

Overall Satisfaction with Pipedrive

Pipedrive has been used in specific departments, such as direct sales and sales supporting offices. It has brought us many solutions in areas like control over sales opportunities funnel and control over potential wins and losses. It offers you a way to optimize your activities, and it's an excellent overview to achieve your goals.

Pros

  • Does not require training to use
  • Improves sales

Cons

  • Email automation can be easier to use.
  • Better for smaller companies than bigger, given the amount of variables you would introduce.
  • More visualization over strategies and objectives
  • Improvement in operative/execution times
In general, there weren't significant differences between the products we've been using. One of the other best choices we found was on monday.com. The feature that made us go with Pipedrive instead was the possibility to overview all our data and projects in a single hub in which we can view the whole picture or focus in specific timelines, tasks, etcetera.
I think overall, Pipedrive is an excellent tool for small companies that need an improvement in their sales opportunities/funnel organization. It has a 30 days free trial that I consider more than enough to decide whether or not it is suitable for your team needs. It will undoubtedly help to develop the best marketing strategies.

Pipedrive Feature Ratings

Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Lead management
8
Task management
10
Reporting
7
Pipeline visualization
9
Custom fields
8
Custom objects
7
API for custom integration
8
Role-based user permissions
8
Mobile access
7

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