Pipedrive is a great tool for small sales teams
Updated November 07, 2024

Pipedrive is a great tool for small sales teams

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Business

Overall Satisfaction with Pipedrive

This is where we keep some of our customer data and sales uses this to nurture deals in their pipeline. This also allows us to see discrepancies in some of our data. Sales loves to use this as their sales pipeline and keep track of activities for callbacks or other helpful customer information.

Pros

  • Custom Data Fields
  • Reporting
  • Contact Filtering
  • Email Campaigns

Cons

  • Customer Hierarchy
  • Automations
  • Sales nurturing
  • Leads Feature
  • Keeping Sales engaged and accountable
  • Integrations
  • Improved sales team efficiency
  • Better data-driven decision-making
  • Increased sales
  • Limited customization options
  • Steep Learning Curve for some sales people
I find the tool very easy to get up and running and very intuitive UI but for some folks that are used to using notebooks for their notes its very new and difficult for them to learn.
Pipedrive has a simpler interface and focuses on sales initiatives rather than digital marketing efforts which is something that our sales team needs. Pipedrive offers a good level of flexibility when it comes to customizations and they are always open to adding new features.

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?

No

I think Pipedrive has made some big improvements with the parent child hierarchy but it could be displayed better. Pipedrive is siloed from our other systems which makes it difficult to keep current customer data up to date. It would be nice to have an account manager follow up with us and see where we can make improvements. The tool is simple to use for sales teams.

Pipedrive Feature Ratings

7.0
Customer data management / contact management
7
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
6
Channel / partner relationship management
8
Customer Service & Support ()
Not Rated
8.0
Lead management
7
Email marketing
9
9.5
Task management
9
Reporting
10
9.0
Forecasting
7
Pipeline visualization
10
Customizable reports
10
8.0
Custom fields
8
Custom objects
8
API for custom integration
8
7.0
Role-based user permissions
7
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

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