Pipedrive as a Lead Reporting Tool
March 04, 2025

Pipedrive as a Lead Reporting Tool

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

Software Version

Business

Overall Satisfaction with Pipedrive

We use Pipedrive to monitor and track potential clients and what referral avenues they are coming from. We also use it to monitor networking efforts and case avlue trends over time so that we can adjust our marketing strategy and budget accordingly. It helps us track referral sources and touchpoints to ensure that we are properly nuturing referral relationships.

Pros

  • Tracking lead sources
  • Reports that indicate sales trends
  • Helping adjust marketing strategy to shifting climate

Cons

  • Would like to see some more automation and insights in the reporting tools
  • Would like to utilize it as a mailing list to send out communication to referral partners
  • Would like it to integrate with CRM software such as Clio
  • It has helped us increase case value by being more selective with referrals
  • It has helped us identify referral partnerships that need to be nutured and others that need to be cut
  • It helps us set fee schedules based upon forecasted and expected workflow
It is very user-friendly and easy to learn. The learning curve is not overly steep however, if you are an advanced user, there are many things it can do. You can review things on a surface-level or do a much more in-depth look depending on what exactly you are needing for a specific report or meeting.
The reporting tools with Pipedrive are immensely more advanced and customizable than Clio Grow. We are able to adjust and tweak the reports to make sense for our firm specifically whereas with Clio Grow, you were sort of stuck with the default reports. Pipedrive beats Clio Grow hands down.

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?

Yes

Did implementation of Pipedrive go as expected?

Yes

Would you buy Pipedrive again?

Yes

Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.

Pipedrive Feature Ratings

8.4
Customer data management / contact management
10
Workflow management
8
Territory management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
9
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
8
Customer Service & Support ()
Not Rated
7.5
Lead management
8
Email marketing
7
7.5
Task management
6
Reporting
9
8.7
Forecasting
7
Pipeline visualization
9
Customizable reports
10
9.3
Custom fields
9
Custom objects
10
API for custom integration
9
9.0
Role-based user permissions
9
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
7.0
Mobile access
7

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