Pipedrive Reviews

Pros

Most CRMs force you to use it the way they think is best. But not all sales teams are alike. Pipedrive works well for us because we can customize it to work exactly how we need it. Customizing is easy and does not require coding.

Pipedrive integrates nicely with services like Zapier and various forms of plugins. This allows us to connect our CRM with all of our software applications.

Cons

Pipedrive has great email functionality, but it lacks a shared inbox (similar to Help Scout). We have a general sales email that our team manages as a sales team. If you want to use Pipedrive, you are forced to require all salespeople to communicate with their email instead of company-wide accounts.

This creates separation within our organization as we can't rely on Pipedrive for email communication.

Pros

1) You can send emails directly from the platform! This gives you an edge on your communication efforts and helps you trigger alerts, get notifications and manage a large volume of clients - often simultaneously.

2) The interface is very easy to use and there is no steep learning curve necessary for one to get accustomed to the platform. This also encompasses of how easy it is to navigate through the platform.

3) PipeDrive can seamlessly integrate with many third party service providers. We have had no problems integrating PipeDrive with MailChimp, Slack, Gmail, LinkedIn, etc

4) PipeDrive will never let your leads go stale. Leads that need following up with will be highlighted based on the criteria designed by the user. Intuitive icons beside each lead can give you a detailed picture as to what stage of your business process the lead is on and what required action needs to be taken.

5) PipeDrive makes it super easy to enter leads and move them through various stages of your business process.

6) Inter-departmental communication is a breeze. I've noticed a strong synergy between our sales and marketing department after implementing PipeDrive in our organization. It's very convenient to identify high potential leads and PipeDrive eliminates the need of trying to give the next department a detailed back-story about leads during a hand-off. This saves a LOT of time.

7) Dashboards can help you evaluate and track project progress at a glance.

Cons

1) We are unable to send one email to multiple contacts. Right now, we have to send them out one after the other. Sincerely wish they look into this.

2) Usually hands when processing large volumes of data.

3) Not suitable for large firms and organizations. I deem this to be an entry/Beginner CRM platform.

4) There aren't any built-in marketing and contract management tools.

Pros

Leads management is beneficial as well as having different owners within the team to transfer to and from.

Cons

It would be nice to carry out cold calling through Pipedrive and equally remove customised analytics from behind the paywall. It would also be nice to categorise based on last outreach date therefore follow-up could be improved.

Alternatives Considered

Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Pipedrive

Cost and felt closer to our needs

Pros

The pipeline management is good in this tool, it has a good base feature set, the problem is however, that many core things are MISSING or dont work right out the box.

Cons

From the outset, this product looks good value, which is likely why it has so many great reviews, however, the more you use it and the moment you need to contact support, you realise the trouble you've got yourself into. If you are a team greater than one, then DO NOT use this software (remember, you might want to grow in future too).

Alternatives Considered

Freshsales, Salesforce Sales Cloud, Keap and HubSpot CRM

Reasons for Switching to Pipedrive

We choose Pipedrive because of its pricing at the time, and its base feature set was enough for us to grow into, however, during this time we've grown to a large team and uncovered dozens of massive issues, to switch would cost us a considerable investment time and money wise, we feel stuck and cheated as this company is too busy spending money on flashy new features that don't work properly to fix major issues with their workflow and existing feature set.

Pros

In the end, we like Pipedrive because it provides excellent value for the money at all of its subscription tiers. It's quick, straightforward, and centered on the insights of working salespeople. The sales manager might also narrow in on specific metrics to get the information she or he needs.

Cons

A few features are lacking, and that's a problem for us. In particular, the product's generally excellent automations cannot (yet) be triggered by dates, either in the past or the future.

Pros

The product is easy to use compared to other CRM like Dynamics because of the arrangement of the features i require day to day

Cons

Its difficult sorting imported data via excel.

Pros

Pipedrive's simplicity, customization options, and visual pipeline management are some of the aspects that I personally appreciate, however the 'deal' section should be better designed

Cons

There should be more options for the customisation of 'deals' as well as 'reports' sections. Mobile app should give opportunity to see files

Pros

I appreciate Pipedrive's intuitive user interface, customizable pipeline views, email integration, and its ability to streamline sales processes effectively. Its user-friendly approach to managing customer relationships and sales activities.

Cons

For me, Pipedrive need more advanced reporting and analytics features, integration with certain third-party tools, and pricing concerns for certain business sizes. Keep in mind that software updates and user experiences may have evolved since then, so it's a good idea to check for more recent reviews or information.

Pros

Very visual and intuitive. Easy to use even if you are not a tech person. You can add easily leads/deals and update them. Very easy to keep track and give you notifications on things to do.

Cons

For our work as consultants, we represent partners and we sometimes use different email addresses to contact potential clients. It would be good to be able to add more than 1 email address to the same account. Linking your email address to Pipedrive is good but needs improvement as you don't have email folders in Pipedrive

Alternatives Considered

monday sales CRM, ClickUp and HubSpot CRM

Reasons for Switching to Pipedrive

Integration with Google and price

Pros

An excellent for salespeople to manage their pipeleine.

Cons

The product is very easy to set up and use.

Pros

So easy to setup and get started, syncs the email accounts beautifully.
I setup forms through our Wordpress site using Elementor, and used a plugin called *Elementor Pro Form Widget - Pipedrive CRM - Integration* to send all submissions directly into Pipedrive. Every form submission shows up in Pipedrive "New Leads" automatically creates a new contact, lead and note using information from the contact form.
Very good price for this application! Sales team is very organized now, and accountant was happy we didn't break the bank!
The sales team is very experienced in sales, but they definitely learned something new with the activity-based selling process :)

Cons

Pipedrive embed form is a bit slow to load in the page, I had trouble putting multiple forms on one page (as popups, didn't load), and limits styling etc but nice to have as a quick simple option to get started. In the end didn't use it.

Don't use zapier / zaps to send from web forms, not worth the extra $$ per month - if you use Wordpress and Elementor - get Elementor Pro Form Widget Pipedrive CRM Integration from Code Canyon, makes the connection an absolute breeze with more customization options.

There is an issue with using an email alias from our Gsuite account: it keeps defaulting to using the original email address (with old domain) which team doesn't want. We're going to have to remove the alias and make it its own email account for it to show up correctly. We've asked for support from both Pipedrive and Google, and no one understands why our alias doesn't work.

Alternatives Considered

Zoho CRM, Streak, Salesforce Sales Cloud and monday.com

Reasons for Switching to Pipedrive

Best features and best value. Pipedrive understands sales, and the sales team barely needed training with Pipedrive, they opened it up and just "got it." Wasn't expensive at all, very reasonably priced.

Pros

1. Interface that is simple and easy to use: Pipedrive features an intuitive interface that is user-friendly and makes it simple for users to get started and quickly master using the platform.2. Customizable: Pipedrive users can add custom fields, design unique views, and create bespoke reports to match the particular requirements of their businesses.3. Integration with other tools: Pipedrive has a number of other tool integrations, including with Google Calendar and email systems, which helps to improve workflow and productivity.4. Task and activity management: Users can stay organised and on top of their activities with the help of Pipedrive's powerful task and activity management tools, which include the option to set deadlines and reminders.5. Sales forecasting: Users may predict future sales and make wise business decisions using Pipedrive's sales forecasting features.

Cons

Pricing: Compared to other CRM products on the market, some users may find Pipedrive's pricing to be on the expensive side.Limited integrations: Pipedrive does integrate with a number of tools, but there aren't as many as there are with other CRMs.Lack of some features: Some customers might discover that Pipedrive is deficient in some functionality, such as sophisticated project management or customer support facilities.Pipedrive has limited customization choices, so while it does offer some, some users may not find them to be very accommodating.Complexity: A small learning curve may be necessary for some users to properly utilise all of the platform's features.

Alternatives Considered

Zoho CRM

Reasons for Switching to Pipedrive

Task and activity management: Users can stay organised and on top of their activities with the help of Pipedrive's powerful task and activity management tools, which include the option to set deadlines and reminders.

Pros

I like how simple and intuitive Pipedrive is to use without the bloat of a huge CRM and complex features a small business or sales department may not need. It has good integrations, notifications for customer actions, and easy sorting for customer profiles.

Cons

Nothing I dislike about this software, all is good. I am trying to think if there is anything I dislike and there is nothing on my mind.

Alternatives Considered

ActiveCampaign, Ontraport and HubSpot CRM

Reasons for Choosing Pipedrive

ActiveCampaign was too bloated for our sales organization and we did not need all the complex marketing automation, and Pipedrive in comparison is very lean and easy to use.

Switched From

ActiveCampaign

Reasons for Switching to Pipedrive

Easy integrations, lack of marketing bloat, ease of use in UI, customer alerts

Pros

I started usig Pipedrive 3-4 years ago, I get shiny object sydrome and end up with another CRM, but always end up going back to Pipedrive. Insane value for money, and the UI and UX is incredible.

Cons

Uploading lists from CSV can be a bit of a pain at first but once you've done it you're all good just save the template. Someof the new features like email automation have development to be done on them to get to status of something like Lemlist but it's still usable.

Pros

Pipedrive is easy to use and usually doesn't require tons of reading to understand how it works. They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest. It's a great tool for someone who wants something that is simple to use and doesn't cost an arm and a leg. The features are great for our small team to keep track of emails, leads and lead stages all from within one dashboard.

Cons

There are a few things that would have made it way more useful for our use case.
One of these is the inability for one team member to view the mail tracking features on emails sent my other members. I person A sends an email to client 1, I cannot see the mail tracking feature to see if the client read the email or not. I have to ask each team member individually if their client "saw" their email.
Another common issue is syncing. Sometimes, the platform is unable to sync emails from other accounts like Hey and it takes us a lot of time getting them to show up within the system.

Alternatives Considered

Insightly, Streak and Zendesk Suite

Reasons for Choosing Pipedrive

Streak didn't have many features that we needed to manage our leads and contacts.

Switched From

Streak

Pros

Super easy to use, well prices. I think the biggest advantage for my team is the reporting module - easy to customise reports.

Cons

Maybe it could have more fancy stuff to help generate/manage leads from the marketing perspective. It simply could have more features around lead generation or maybe some AI to help us get more out of our leads (more deals)

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Pipedrive

We needed more complex reporting. The price was lower too

Switched From

HubSpot CRM

Reasons for Switching to Pipedrive

Less complex, easy to use, price

Pros

As a result of Pipedrive's adaptable design, we've been able to streamline our approach to lead management and employee evaluation. The Ul process is straightforward and multi-staged, and it can be modified to meet the specific needs of every given business.

Cons

In our use case, we deal with a large number of leads across all of our accounts, thus managing the deals by drag and drop can become tedious at times.

Pros

Work process robotization (Move an arrangement and an action is included, at whatever point we reach another arrangement can be included, and so forth.) - Super Useful! Can send messages straightforwardly through stage and they appear in Gmail Does not intergrade legitimately with Intercom just through Zappier. Can interface with Gmail schedule Analytics - With arrangements won (by month, day, year and so forth), estimation of arrangements won, normal per bargain, normal time until an arrangement is won, look further and you can perceive what items make up those arrangements won (term, perm, CI and so on), Deals lost - by stages, by stages after some time, by reasons, by reasons over the long run (you can limit what stage you are battling in). Won versus lost - pace of % on change to the following stage, transformation for the main stage, lost from this stage, change to won (win/misfortune proportion). Track the % shot of moving the arrangement to one phase to the following. Estimating income - Current income, future arrangements to be won, can refresh the nearby dates from month to month, see what has been won, see the phases on the open arrangements and alter the end month (status bar demonstrating its stage), set conveyance date choice (ie you put the arrangement in won when it goes to guaranteeing and the stays there for a while (3 weeks) to get an exact date when the income is gotten). Arrangement change yet nothing else, Deals won, Deals lost, income Forecast (platinum

Cons

In spite of the fact that the Silver arrangement doesn't give all the enhanced highlights as the Gold, (for example 2-way email adjusting, call scheduler, email following, and so on.) we would prefer not to switch the majority of our clients over to the Gold arrangement in light of the fact that lone a couple of them would profit by/would require the additional highlights. I wish there was an approach to redesign a portion of our clients to the Gold arrangement and keep the others at Silver. We utilize Pipedrive's reconciliation with Slack to tell our group when an arrangement has been recognized, won and additionally lost. Right now, you host to utilize a third-gathering (Zapier) in the event that you might want your notices to be increasingly explicit and I have been not able get Zapier to work effectively for us. I have just contacted the two sides for assistance however have not gone to an answer ( so be careful you may keep running into issues with incorporations - without a ton of helping support from either side).

Pros

I have had the opportunity to explore and evaluate Pipedrive software. In my experience, Pipedrive is a highly effective customer relationship management (CRM) software that helps businesses streamline their sales processes. One of the main advantages of Pipedrive is its user-friendly interface, which makes it easy for both sales representatives and managers to use. Additionally, the software offers powerful reporting and analytics features that provide businesses with valuable insights into their sales performance.

Cons

While Pipedrive has many benefits, there are some cons to consider. For instance, the software's pricing model requires businesses to upgrade to a paid plan to access some of its features. Also, some users have reported that the software can be slow to load when working with large amounts of data. Despite these drawbacks, I believe that Pipedrive remains a highly effective tool for managing and optimizing sales operations.

Pros

I really enjoyed the fact that we can format it the way we need to, like add some options or information space, etc. PipeDrive is flexible, that’s great!
I also like the graphics and results it’s given, about the day, the week, the month and it goes on. With this I have a notion of my efficiency and I can monitor myself by this.
Actually I liked PipeDrive in general. Everything is good once I haven't worked with almost nothing like it. And the closest tool I used was very terrible.
I can tell that the idea of organizing a company as the Mother and others as sisters was really smart. I used to have problems with that, so it made my life easier.
At last I assure that the filters are helpful, but it could be better in some ways. But I really do recommend it at all. It definitely changed my routine work for better, much better.

Cons

I don't think it’s a bad thing, maybe something to be improved in Pipedrive, are the filters or results/statistics, it was good if we could export that to excel. I don't know if the key user can do that (I’m not) but if only him, then I suggest to give this opportunity to all users.
The only thing I don’t think was positive about all that is the minucius way that now our bosses are controlling our work and results. Of course this ended to be a problem about the person, and I don’t know what Pipedrive could do about it, even though I think it is important to say.
The last thing I wish I could change is the timing. Every activity has to have at least 15 minutes of during. I wish this could be more flexible, or even better, an idea: somehow we could add an activity and press a button saying we are starting that activity; Then when we finish it, we press end, and it calculates the time we used to do that. For me it sound better and more realistic. But Please, don't take off the option we already have of simply put it as done after it is done already.

Pros

Pipedrive is simple to use and very easy to see what's happening visually. It's great for onboarding new team members and pulling data and information you need if it's not overly complicated. It has some great features like customizable data fields and pipelines and workflow automations that will automatically send emails or generate tasks for you as you work and move pieces. It integrates with many high demand products like Textline, Gmail and more. The storage has been fantastic.

Cons

As soon as Pipedrive makes a change, something goes wrong. It seems everytime the software is updated there is a glitch to be fixed. Or if we attempt to make changes to automations, we lose the feature of auto-generation for a time being. Their help-chat is not all that helpful unless you commit to staying on with them and hammering out the issue until they send it to the engineers/developers. There are some limits to what web forms and automations can do at this time. The "insights" feature and dashboard are clunky and not inuitive for charting your company's progress. Even more frustrating, you can't seem to eliminate pieces you don't use so the side menu gets filled with pieces like "marketplace" and "products" that you may not even use.

Pros

Email integration
Mobile app
Customization

Cons

Email integration - I would love to be able to assign an email to multiple deals.
Email flagging - I would love to be able to flag an email as important, like stars in Gmail, or have the ability to convert it to an activity.
Email on the mobile app - doesn't exist, which forces me to use my Gmail

Pros

• Workflow automation (Move a deal and an activity is added, whenever we make a new contact a new deal can be added, etc.) – Super Useful!
• Can send emails directly through platform and they show up in Gmail
• Does not intergrade directly with Intercom only through Zappier.
• Can link with Gmail calendar
• Analytics – With deals won (by month, day, year etc), value of deals won, average per deal, average time until a deal is won, look further and you can see what products make up those deals won (term, perm, CI etc),
• Deals lost – by stages, by stages over time, by reasons, by reasons over time (you can narrow what stage you are struggling in).
• Won vs lost – rate of % on conversion to the next stage, conversion for the first stage, lost from this stage, conversion to won (win/loss ratio). Track the % chance of moving the deal to one stage to the next.
• Forecasting revenue – Current revenue, future deals to be won, can update the close dates from month to month, see what has been won, view the stages on the open deals and adjust the closing month (status bar showing its stage), set delivery date option (ie you put the deal in won when it goes to underwriting and the sits there for a period of time (3 weeks) to get a precise date when the revenue is received).
• Deal conversion but nothing else, Deals won, Deals lost, revenue Forecast (platinum only)
• Deal won can set an email reminder to our future admin person to send a thank you card!
• Works with mailchimp as well
• Customer success team can help after the client is opened. No time limit available.
• Has slack and Trello integration
• Direct integrations with analytics and marketing software.
• LINKS WITH AIR CALL
• Integration with intercom through automate (can create a note on the clients profile on the CRM when a message is received or sent).
• Can 2 way sync all intercom and CRM contacts through PieSync App
• Create Pipedrive deals for new Intercom users (Zap)
• Most integrations available by far

Cons

Not as clean as Fresh Sales, does not have an internal platform for email messaging must link with mail chimp.

Pros

When I was interviewing for this position at a tech company, I was told that they use Pipedrive as their CRM. I wanted to show that I was eager to learn, so I set out to do some research on Pipedrive before I began my position. Luckily, Pipedrive made it pretty easy.

I had already done a tutorial on Salesforce, so I understood the basics of CRMs, but Pipedrive had a whole academy -- the Pipedrive Academy -- to help you learn how to use their software effectively. So right off the bat, I appreciated them making it easy.

I did all of the modules and quickly saw that it was very easy to use. I even put the video speed on 1.5x to save some time. Once I started the position, I saw that there was even more depth, and you could customize workflows and your pipeline pretty extensively.

Cons

In the Pipedrive Academy, it wouldn't update my progress on some videos. So it never gave me the satisfaction of it saying "100% complete", which is a small detail but it was still annoying as a first impression.

The system is easy to use, but like all CRMs, it still takes time to update all of your activities. I could usually update 10-20 calls in 5 minutes, and theres a bunch of plug-ins and extensions to make this faster but I didn't use them. Also, if your search query is off by an apostrophe or something along those lines, you can still miss the person/company you're searching for. But this can be eliminated if you have a system for formatting names or whatever.

Pros

There are so many good things about using Pipedrive as a CRM platform. First of all, it is just great to be able to manage all my contacts in one place and being able to see the timeline of what has been happening with every single one of them. This is perfect because it allows me to always be up-to-date with what has taken place and what needs to happen to turn leads into customers.

Managing and using my email straight from Pipedrive is very powerful because it prevents me from switching from app to app and lets me be focused on my lead generation and sales activities. Same for being able to create web forms: no need to rely on another platform and then connect it to Pipedrive for this...I can do everything "in house".

The visual pipeline is another key feature and its sales forecasting feature lets you "predict the future" by showing you how many deals you would need to close to reach a specific financial target. And let's not forget about automation: it is an excellent way to avoid carrying out the same repetitive tasks over and over again.

And did I say there is a mobile app too? This is ideal especially if you are someone who works a lot on the move.

Cons

It is difficult to find something not to like about Pipedrive. Perhaps, the main con compared to other CRM solutions is the fact that Pipedrive does not have a free plan, only a free trial. This means that you will have to pay for the tool – and depending on the features you need, it can turn out to be a bit of an expense.