Pipedrive functionality
March 04, 2025

Pipedrive functionality

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

Software Version

Business

Overall Satisfaction with Pipedrive

We use it to log communication and keep track of different people in our orbit. Whether it is clients, professionals, students, or staff members, Pipedrive helps with keeping track of folks' information and any relevant information. Additionally, my company has asked we started using it to keep track of tasks and upcoming events. While I don't personally love utilizing it for these purposes, I see the merits in it.

Pros

  • Stores contact information
  • Fairly easy to navigate
  • Can categorize contacts into the relevant subgroups

Cons

  • There is not a calendar feature
  • The to do tasks leaves room for improvement. It should be more comprehensive.
  • It is not color coded.
  • It has helped us keep track of contacts which helps us stay organized
Great function for organization, but I wish it had a calendar feature.
Asana is much better for task management and to-do lists. Also, it has a great calendar feature.

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

Pipedrive is excellent for keeping track of all the people in your company's orbit. It has plenty of space and drop down menus to categorize people into groups and subgroups. This helps when you are managing many different people in many different fields, as we are in my business. However, I wish it was color coded for easy visual navigation.

Pipedrive Feature Ratings

8.2
Customer data management / contact management
9
Workflow management
7
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
7
Interaction tracking
10
Channel / partner relationship management
8
Customer Service & Support ()
Not Rated
7.5
Lead management
7
Email marketing
8
8.5
Task management
8
Reporting
9
6.0
Forecasting
6
Pipeline visualization
6
Customizable reports
6
6.0
Custom fields
6
Custom objects
6
API for custom integration
6
6.0
Role-based user permissions
6
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
7.0
Mobile access
7

Comments

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