Multifunctional collaborative tool
March 12, 2021

Multifunctional collaborative tool

Jack Mattheus | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Business

Overall Satisfaction with Pipedrive

Pipedrive is an excellent collaborative tool since it is very complete and provides many functionalities that are currently being used in several of our department within the company.

One of the problems that this magnificent collaborative tool is solving is that it allows us to create campaigns which we use to attract potential clients and at the same time add them to our database so that we can easily send them newsletters by email automatically.
  • I really like how easy it is to be able to create campaigns and add them to the calendar which we can also modify to activate reminder notifications
  • Thanks to its simple architecture, it is very easy to manage tasks of other users through the main panel.
  • It allows you to create automated and personalized messages by email in addition to being able to add invitations or surveys such as Survey Monkey, gizmo among others.
  • I would like this tool to be integrated into social networks such as Facebook, Twitter, LinkedIn and among others.
  • I feel that it is a bit limited in the way the campaigns are presented as there are not many customization options.
  • It is a tool that is worth using since it allows you to maximize and streamline your work and thus be able to reach thousands of potential clients who will easily return the money invested in the acquisition of this software and more..
The difference between this CMR software and similar ones is that Pipedrive is much more complete in terms of features that can be exercised in different job roles such as consulting, human resources management and marketing.

Do you think Pipedrive delivers good value for the price?

Yes

Are you happy with Pipedrive's feature set?

Yes

Did Pipedrive live up to sales and marketing promises?

Yes

Did implementation of Pipedrive go as expected?

I wasn't involved with the implementation phase

Would you buy Pipedrive again?

Yes

I give it this rating because it really is a versatile tool which can be very valuable to maximize sales in a company or simply use it as a collaborative software.
I have rarely had to contact the support team of this tool. I give it 8 points as a rating because they tend to respond a little late to the concerns that one has as a user. but in general they are very friendly and helpful with clear answers to the doubts that one may have.
Personally, I would say that it is a very versatile tool which could easily improve the sales strategy of a small or medium company making it gain reputation and prestige.

I cannot imagine a scenario where this tool can be used incorrectly.

Pipedrive Feature Ratings

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