Pipedrive - Nightmare for employees but advantage for owners/managers.
February 13, 2022

Pipedrive - Nightmare for employees but advantage for owners/managers.

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

Software Version

Business

Overall Satisfaction with Pipedrive

I use Pipedrive for the business development team. This is to track the leads at one place and the charge's status. It takes the team forecasting the estimated sale and targets. Apart from this, all the details will be updated and tracked easily. It's easy to remind the schedule for follow-up.

Pros

  • Arrangement of leads process in section
  • Follow-up reminder
  • Managing the leads with details
  • Multiple users can be manage with admin users
  • Can see the whole sales team progress at one place

Cons

  • It can add video recording or add sections.
  • Video input by team rather than writing notes
  • Meeting or follow-up reminder over mobile
  • It gives a track of leads and an idea of time in conversion
  • Each candidate can compare their performance with others
  • Time taking to fill in all details
  • Improved performance and taking an informed decision
  • Ease to decide the marketing budget as per forecasting sales.

Do you think Pipedrive delivers good value for the price?

No

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?

No

Would you buy Pipedrive again?

Yes

It does not give accurate results as data feed by the team can be manipulated and there isn't any check system Also, Its time taking, the team does not show much interest to fill that. It just burdens them.
I didn't need any support as things are simplified already in their way. Also easy to understand. It can be cheaper if given a discount or not charged for not in use features. It has a marketplace also for supportive applications which can integrate with this and make work easier.
If you have a sales team size of more than two and have an issue with proper lead tracking with each, then you can use Pipedrive. Its best suited for forecasting and the overall sales of each candidate and performance. But when you have a small team for sales and don't have many details about lead and meeting, it's not practical as it takes additional time to maintain and make it up to date.

Pipedrive Feature Ratings

8.0
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Customer Service & Support ()
Not Rated
10.0
Lead management
10
1.0
Task management
1
Reporting
1
8.0
Pipeline visualization
8
4.7
Custom fields
5
Custom objects
4
API for custom integration
5
9.0
Role-based user permissions
9
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
5.0
Mobile access
5

Using Pipedrive

6 - Sales and Marketing for IT company. Both Post sales and Presales.
2 - A hardworking person who can keep things up to date. As well as an active participant.
  • Leads tracking
  • Follow-up Reminder
  • Forecasting
  • Team performance monitoring
  • To monitor the work output of employee
  • The healthy competition having among them
  • Costs can be reduced
  • A report in power Bi format on mail to Owner by time period
-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.

Comments

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