Pipedrive is an outstanding tool for sales driven organizations with a high volume of projects and deals to process
November 23, 2022

Pipedrive is an outstanding tool for sales driven organizations with a high volume of projects and deals to process

Weronika Oesterreicher | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Business XL

Overall Satisfaction with Pipedrive

We are an exec search boutique firm, and we use Pipedrive for both applicant tracking and also for our business development. So we create projects using the numerous filters and then add deals = people to the projects. We make great use of the many fields for tracking details about the people and also interact e.g. with our researchers on the deals by tagging them, and we also track the stages of the funnel. Besides this, we have many automations running on Pipedrive, connecting it to Slack and several internal tools (User Interface Tools for our clients and for our internal staff).
  • Great visual visibility of the funnel plus easy to drag the deals across the stages
  • The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
  • The integration with PandaDoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
  • There are email glitches: sometimes emails that I send out of Pipedrive get stuck in the Outbox, this is especially but not only the case if I copy paste the email by hand instead of saving it on Pipedrive first (I have an open ticket on that issue)
  • When taking notes and then saving the note, Pipedrive keeps a copy of the saved text and populates it again when I open the note interface (it's confusing as I always have to double check if the previous note has maybe not been saved and then mark it, delete it,... which takes time and as I write a hundred notes a day, that sums up)
  • When logging an activity it automatically jumps on "busy"; as we use the activity field to merely track activities and NOT to set up activities, I wish there was a way to have "free" coming up as default as, at times, my assistants forget to "free" the activity and thus block slots in my calendar in vain
  • Positive: We use Pipedrive to win clients, and as it's a game of numbers, Pipedrive is a great tool to keep track
  • Positive: We use the PandaDoc integration to run our projects successfully and keep track with Pipedrive
  • Negative: At times business critical emails get stuck, so I will either have to wait to see if the email gets really sent or I just write the email out of my gmail interface
Pipedrive's integrations are so much better. Pipedrive has a much better user interface, the email tracking functionality is very handy, Pipedrive has a better interface in displaying people's contact details and our notes on them, and most importantly, Pipedrive allows us to run automations that are super important for us as we use them for both, our Slack channels to do, e.g. announcements on project progress and also for our internal tools like search tools and client interface tracking tools.

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?

I wasn't involved with the selection/purchase process

Did implementation of Pipedrive go as expected?

I wasn't involved with the implementation phase

Would you buy Pipedrive again?

Yes

Having worked with other ATS and sales tools in the past, Pipedrive has compared to them an outstanding performance: it almost never crashes, it has very few glitches and bugs, and it allows for many integrations as well as automation, which makes us work so much more efficient and thus stem so much more workload!
I used Pipedrive's support on several occasions, and the team has been quick to answer. Most agents at Pipedrive also really put in the effort to understand the issue and to try to fix it. At times I even had agents who checked in a couple of days later asking me if my issue persists - well-done team!
Well suited:
- For businesses that have large funnels to manage and wish to use a tool that gives them a great overview
- For sales-prone businesses that want to get handy reminders to check in with the leads regularly (this is very nicely done at Pipedrive)
- For businesses that need to use many integrations and also automations, here Pipedrive offers a lot of room

Less appropriate: Given the email issue where emails are stuck in the outbox described before, probably businesses that run large email campaigns might not be so happy with Pipedrive, given that they might have many emails stuck and won't open all the deals to check them one by one which I still do as I don't run large email campaigns.

Pipedrive Feature Ratings

Integration with email client (e.g., Outlook or Gmail)
7
Pipeline visualization
9
Custom fields
9
Custom objects
9
Not Rated
Mobile access
9