Pipedriving to Success
March 08, 2021

Pipedriving to Success

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

Software Version


Overall Satisfaction with Pipedrive

Pipedrive is a fantastic tool that surely has evolved over the last 10 years. We have a small team that needs to constantly understand our 30/60/90 day lead count as we grow our consulting firm. The main business problem is addresses is transparency in understanding, in a very simple layout, where each prospect is in the sales cycle. It gives me, as an owner, a quick glimpse into how the team is performing.


  • Onboarding - Pipedrive makes it very simple to onboard your organization with very simple tasks.
  • Workflow Automation - for the price, Pipedrive's workflow automation tasks are very robust. It amazed me how many different tasks, from emails to creating activities, it is fantastic how much time a well designed system can save your organization.
  • Tracking deal stages is very simple and what is nice is now actionable which certainly keeps you on your toes to close the net deal.


  • One of my issues with Pipedrive over the years has been their UI/UX. It has improved, but I think they can still do better (as most companies can). I find it can be more intuitive. The information is all there. but can sometimes seem a bit cluttered.
  • Sometimes I feel that there is too much functionality that can be overwhelming to a new user. I like that it is all there, but I feel it can be introduced to a user in a better format.
  • More customization of the fields to for for different organizations.
  • We went from spreadsheets to another CRM, then to Pipedrive and is has definitely improved our sales process.
  • Our internal communication from our sales team is much better since using Pipedrive.
  • It has helped close deals quicker by visually putting more pressure on our rest to close.
  • It has helped us understand why some of our deals have not closed and make internal adjustments to receive different outcomes.
Pipeline Deals - prior to Pipedrive we tested Pipeline Deals. these two products are similar as in they are made for small/mid-sized businesses. We felt that Pipedrive was more intuitive and easier for our companies needs. The deal tracking was a real decision-maker for us. They also had much better support and training videos.

Salesforce - Salesforce was just way too complicated and EXPENSIVE for our needs. They are obviously just interested in enterprise business.

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I give it an 8 because:

  1. It has really improved over the years and focused on the SMB marketplace. It was a very basic platform 10 years ago and I can see they listed to user feedback.
  2. I have always thought their lead tracking was one of the best. I have always loved using kanban boards for different tasks as visually it is just simple to understand.
  3. I do think sometimes it can seem a bit overwhelming with all of their features, but a good onboarding process helps this, and having a great support team helps get through all of the features to understand if they are needed or not for your company.
Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.
For a small business, especially one who is just starting to use a CRM, it does not get much easier than Pipedrive. Right out o the box, a company can be up and running in 30 minutes. I think it is important for companies to understand why they are using a CRM and what features are best for their company, then they can measure what is the best tool for their needs.

Pipedrive Feature Ratings

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


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