Best tool to start on CRM Management
Updated September 16, 2022

Best tool to start on CRM Management

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

Software Version

Business

Overall Satisfaction with Pipedrive

I used this to manage the company's customers, and the results were awesome. Before using it, the sales team saved all the customers' information in a notebook. This wasn't efficient, so I decided to change the game rules, and we increased our productivity quickly. This is a powerful tool for your sales team. Completely recommended.

Pros

  • Manage clients
  • Send emails and files
  • Track activities of sales reps and customers
  • View reports and know how to improve and optimize

Cons

  • They can add more features to another areas like mkt and customer service
  • We improve 3 times our productivity
  • The adoption wasn’t easy because the team was resistant to change
  • Is super intuitive and easy to use
It is easier to use and more specific. I think HubSpot has a lot and can be overwhelming or confusing at the start. It is cheaper, and the automation is easier to configure. I think it is a better option to start with Pipedrive software. Try it and check for yourself.

Do you think Pipedrive delivers good value for the price?

Yes

Are you happy with Pipedrive's feature set?

No

Did Pipedrive live up to sales and marketing promises?

No

Did implementation of Pipedrive go as expected?

Yes

Would you buy Pipedrive again?

Yes

I think the usability and UX experience is excellent, and even if you have no experience with CRM software, you can learn and start with this great tool and all its tutorials. I think it is a great offer on the market, and if you're small, they have one free plan option.
I never had to use it.
You can use this tool to move all your contacts, companies and leads and give them follow up to all the activities you have to do before and during your pipeline. You can use it to track and see what your sales reps are doing and where can improve the services. You can’t use it to marketing campaigns and you can’t send massive emails like in Mailchimp

Pipedrive Feature Ratings

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

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