Easy to utilise CRM with some great features
March 04, 2025

Easy to utilise CRM with some great features

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

Software Version

Business

Overall Satisfaction with Pipedrive

We use Pipedrive as our main CRM system for both business unites. From the side of AQVC Discovery, where I work at the main point is to first track contact and Companies(organisations in Pipedrive) as leads then they get worked by our SDR team and if a call is scheduled a deal is created in Pipedrive pipeline then once client is sold it utilities Pipedrive automations to transfer the deal as a new client in our clients pipeline where all info of the client is attached and client is moved through proper stages. Until renewal or cancellation. Also we use Pipedrive reporting to understand the work done and similar.

Pros

  • Automations
  • Multi organisation setup
  • Detail tracking

Cons

  • Reporting system
  • Integrations
  • Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
  • We were able to integrate our calling system easily and get things going on the lead calling aspect.
  • Great multipipeline option where we were able to manage both organisations under one roof.
Its easy to use, sometimes that limits usability but generally easy to use.
Much easier setup and use on basic level.

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?

No

Did implementation of Pipedrive go as expected?

Yes

Would you buy Pipedrive again?

Yes

For smaller businesses with less complex systems of work it is quite good.

Pipedrive Feature Ratings

7.2
Customer data management / contact management
7
Workflow management
7
Territory management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
6
Interaction tracking
7
Channel / partner relationship management
6
Customer Service & Support ()
Not Rated
7.0
Lead management
6
Email marketing
8
7.5
Task management
7
Reporting
8
5.7
Forecasting
6
Pipeline visualization
6
Customizable reports
5
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
8.0
Role-based user permissions
8
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
9.0
Mobile access
9

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