An excellent tool to manage and customize multiple pipelines
January 17, 2020

An excellent tool to manage and customize multiple pipelines

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Business

Overall Satisfaction with Pipedrive

Pipedrive is being used by my organization through managing sales and new business pipelines. Is it being used across the whole organization but managed by the growth team. It addresses business problems such as transparent contact storage, management of leads, tracking of new business prospects. Multiple stages are used within the pipeline to track progress from contact to prospect to sale. It eliminates the need for admin and provides one transparent location for teams to view and edit our CRM.
  • Manage sales leads.
  • Track activities (including reminders).
  • Easier import functionality.
  • More robust customization.
  • Efficient and transparent tracking of new business.
  • A reduced need for admin tasks.
I have not used products similar to Pipedrive.
Pipedrive is well suited for bulk upload/export contact storage, management of leads, and the tracking of new business prospects.
Multiple stages can be customized in each pipeline to track progress from contact to prospect to sale.
It eliminates the need for admin and provides one transparent location for individuals to view and edit CRM. The history can be tracked to provide full visibility to all team members.

Pipedrive Feature Ratings

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