Easy to use, but not as customizable as it should be
July 02, 2020

Easy to use, but not as customizable as it should be

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

Software Version

Other

Overall Satisfaction with Pipedrive

Across the whole organization, it facilitates communication with different teams, and all the information is in just one place, making everything easier and less susceptible to uninformed decisions. All the details of the interaction with a potential customer, customer or partner are in the same place, always updated and available everywhere as long as there is an internet connection.
  • Intuitive.
  • Easy to track the evolution of deals.
  • Fast.
  • It's possible to integrate with gmail, LinkedIn and others.
  • Customization.
  • It has potential for more features using data.
  • Return on investment.
  • Customer success.
  • New deals.
Pipedrive is much more intuitive, fast, easy to understand and to keep tracking, BUT, it's not as customizable, as good for marketing automation, it doesn't use AI. Salesforce was the most customizable CRM I ever used, that was amazing, we could adapt to every business, but the problem is that the interface is not user friendly at all, very complex.
Well suited at connecting with a lot of other tools, making everything very smooth due to this integration, which is very easy. No need for IT specialists, everyone can do it, and it's very easy to understand how to work with Pipedrive.

Less appropriate for a very specific business that doesn't follow the standards of Pipedrive, because it's not very customizable.

Pipedrive Feature Ratings

Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Lead management
6
Task management
6
Reporting
4
Pipeline visualization
10
Custom fields
4
Custom objects
4
API for custom integration
5
Role-based user permissions
9
Mobile access
9