Item: Pipedrive
Rating: 8
Author: Verified User

Overall Satisfaction with Pipedrive

Use Cases and Deployment Scope

We implemented Pipedrive for a client of ours to manage their new lead pipeline from new form fills all the way to a sale/win. Pipedrive allows our client to automate repetitive tasks that happen at each step of their pipeline, including having email templates with merge fields ready to go, setting reminders for tasks outside of Pipedrive, scheduling meetings with video conferencing links and more. It streamlines the entire process and allows our client to spend more time building a relationship with their potential clients rather than spending most of their time on the admin around getting a new client.

Pros and Cons

Pros

Automate repetitive processes
Manage new leads and deals along an easily customised pipeline
Have a record/track all communications related to specific deals/leads

Cons

There is definitely a bit of a learning curve
Marketplace integrations developed by Pipedrive need some work as they're not too reliable or 'fully-featured' yet
It is expensive compared to alternatives and extra addons are costly even though it could be argued they should be part of the main package.

Return on Investment

Greatly reduced the amount of time spent on tasks that occur in the new lead pipeline
Has taken some time for users to adopt it completely so was a costly initial investment in terms of time and money

Alternatives Considered

Capsule CRM

Key Insights

Do you think Pipedrive delivers good value for the price?

Not sure

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?

Would you buy Pipedrive again?

Yes

Usability

There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!

Support Rating

Their support was very helpful whenever we required assistance.

Likelihood to Recommend

Pipedrive is well suited towards a business with a med-large sales team. For an individual or small business with fewer than 10 employees, I wouldn't always recommend it because it is a big investment for a small company. You need to also have the capacity to train employees to use it or a lot of its features will go unused and it can end up being more of a hassle than it is helpful.

If you have the capacity to train users and they are willing to completely adopt it, then it can be extremely powerful for managing and tracking leads and new deals in your sales pipelines and even save your sales team a huge amount of time in the long run.

Pipedrive Feature Ratings

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Pipedrive

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