Pipedrive Reviews

Pros

Well integrated CRM that works. Clear, easy-to-navigate from company to lead to deal.

Does not try to pretend to be a jack-of-all-trades. An excellent integrations universe provides options for superior specialist apps to provide improved functionality in that area of speciality. Looking at you Ontraport.

Pricing is reasonable:- we are paying £150 for three users. Not cheap - its on the edge of our own affordability, but not as expensive as the frankly ridiculous HubSpot pricing.

Nice free trial process and easy to start without nonsense of having to be sold to be some US-based rep for which I just do not have the time. Keap lost out to us here...

Cons

Maximum of 1 000 names on an email. Even as a small SaaS business we will be hitting this limit with six months. The work around is relatively simple: we have used MailChimp, for which there is a great integration in PipeDrive.

Using MailChimp means we do not need PipeDrive Professional (and MailChimp is cheaper than the extra cost of Professional over Advanced) but I would rather pay a bit more for an integrated solution.

Design is perhaps not as slick as HubSpot, but the ease of adding additional fields to contacts, jumping between companies and contacts is better.

Weak/no LinkedIn integration. Surely this must be the most important tool for B2B lead gen? Really should be more tightly integrated (e.g. add a lead directly from LinkedIn)

Alternatives Considered

Zoho CRM, Freshsales, Ontraport, Salesforce Sales Cloud, Keap and HubSpot Sales Hub

Reasons for Choosing Pipedrive

HubSpot is just too expensive. As a startup with just three sales people we just cannot justify close on £1000 a month for CRM and email functionality. I think HubSpot have drank the 'charge more' KoolAid and believe once you are trapped you will not escape. Pipedrive with suitable companion apps provide equivalent (or even superior) functionality to HubSpot at 20% of the price.

Switched From

HubSpot Sales Hub

Reasons for Switching to Pipedrive

Hubspot - price.. oooh that price. Ontraport - too much other stuff we will not use (what has a second rate ecommerce to do with a CRM...) SalesForce - old Keap - purchase process too complex Zoho - Jack of all trades master of none Freshsales - Jack of all trades master of none

Pros

For us visual people, this is the best solution. I can see exactly what's going on in my sales channel with this easy to use CRM. It's very easy to see the dashboard and move leads around.

Cons

Most other CRM have a great version. This one does not after a brief free trial.

Pros

Easy to setup and use. Nice interface for business and prospects management

Cons

Lots of informations and texts in the interface.

Pros

Their pipeline view is fantastic, no doubt about it and that's what attracted me to the product in the first place. Their web form and chatbot are quite helpful as well.

Cons

Support isn't very helpful. Many times during my association with them I have felt that we are completely helpless and stuck fending for ourselves. They are polite but ineffective. We have been unable to create any new accounts on the system for over 3 weeks and ever after raising multiple tickets there is no update and no solution. Forget about using their mobile app it hasn't worked for over a year.

Alternatives Considered

Zoho CRM, Agile CRM and HubSpot CRM

Reasons for Choosing Pipedrive

Zurmo had some nice gamification features but as an open source tool it was clunky and we felt we were ready for a more advanced solution.

Switched From

Zurmo

Reasons for Switching to Pipedrive

The user experience was fantastic, and it still is but unfortunately we did not evaluate the quality of support at the time.

Pros

it works flawlessly both on your computer and on your mobile, uses gamification to boost the conversation rate of lead capture, and the ability to prioritize tasks effectively

Cons

sometimes customer support is a bit slow in their response

Alternatives Considered

Google Drive

Reasons for Switching to Pipedrive

the good reviews it has of Pipedrive and the overall experience is easier to use

Pros

There are a lot of great features compared to HubSpot if your team is specifically looking for a sales enablement solution. If you have multiple pipelines for different teams or business units then I would definitely recommend it.

Cons

When we first started using this it didn't have as many integrations with other programs we used so it was creating additional processes. Today it does have more support for different partners, but today you need more than a sales pipeline to close deals.

Pros

Pipedrive offers a unique dashboard that successfully tracks tasks and projects amongst a wide range of clients.

Cons

In terms of a reporting perspective, the reporting capabilities are limited if searching for an advanced method to review data. This can primarily pertain to a large organization if on a smaller plan.

Pros

I love how great it is as a CRM Tool for my clients

Cons

I actually dont have any thing I do like like about this program

Pros

I liked this software. It helped us manage pipeline.

Cons

Nothing, I liked this software. It helped us manage pipeline.

Pros

Streamlining my prospects and data input

Cons

Sometimes I have experienced false info due to Owners or managers leaving company.

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

We have use Mailigen for over 7 years and I absolutely love it! You are able to set up your company profile which then autopopulates as needed. You are able to have multiple senders set up to send emails from different people in your company. The tech and customer support teams are awesome. They respond quickly and are always very helpful.

Cons

Mailigen can be a little clunky in that when you are scrolling through the senders, it doesn't allow for alphabetical order.

Alternatives Considered

Constant Contact, iContact and Mailchimp

Reasons for Choosing Pipedrive

We needed something more robust and easy to use.

Switched From

SendBlaster

Reasons for Switching to Pipedrive

Mailigen's support team was quick to respond to our inquiries and was very helpful in the setup of our account.

Pros

Pipedrive really is built for salespeople. The reporting functions for management are there, and getting better every quarter, but is the ease-of-use for a salesperson that distinguishes Pipedrive.

Cons

Automations are generally a very strong feature of Pipedrive, but one type of automation is missing (unless you use an external service). That missing capability is date-based triggering of workflows. Pipedrive cannot yet send a birthday greeting or followup message based on a date (past or present). This is an inconvenience for us, and we have to use external tools to solve that problem.

Alternatives Considered

Zoho CRM, Freshsales, Pipeline CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Pipedrive

Pipedrive strikes the right balance between features, ease-of-use and cost. I am happy to say that their technical support is (by far!) the best I have seen from any CRM. I recommend Pipedrive to many types of businesses.

Pros

Pipedrive is very intuitive to use. Easy to parameter, no headhache. It features an automated import process to switch from one CRM to the other without losing any data. On top of it, it is really cheap compared to Hubspot and tailor-made for entrepreneurs ! Support is available and very friendly. Go for it.

Cons

I do not really like the mobile version because I do not see the point of using it

Alternatives Considered

Dynamics 365

Reasons for Choosing Pipedrive

I tested the Enterprise version of Hubspot with a discount for start-up, with 90% discount. Once I was hit by the full price version, I quitted within days. Too expensive for a small business like me.

Switched From

HubSpot CRM

Reasons for Switching to Pipedrive

Pipedrive is much cheaper with comparable features and works perfectly for me

Pros

I love how easy this was to set up. It took less than 15 minutes to upload my students & set up multiple pipelines to track their progress.

Cons

The billing was a little hard to navigate. I signed up months ago, but when the free trial was over somehow I was placed on the most expensive plan and when I reached out about it I was not given steps to downgrade, so I gave up. I tried doing this in Airtable & Hubspot - both took too much time 8 energy and had more steps then pipedrive. This time I figured out on my own how to set myself up with the most inexpensive plan to start, which is $19.

Alternatives Considered

HubSpot Marketing Hub

Reasons for Choosing Pipedrive

Active campaign was just too clunky, and felt really heavy and cumbersome to use. I prefer lightweight, fast, easy to set up and use tools that make me happy when I use them.

Switched From

ActiveCampaign

Reasons for Switching to Pipedrive

Faster & much more simple! I tried to set this up in hubspot and it required at least 5 more steps for every program and course I was setting up. Too many steps is an automatic no for me. Pipedrive has no steps to set up, just type into template,m!

Pros

Pipedrive is a fantastic CRM tool that has greatly improved my team's sales process. The interface is user-friendly and intuitive, making it easy for my team to navigate and manage leads and deals. The visual pipeline feature is particularly useful, as it allows us to easily track the progress of deals and make adjustments as needed. Additionally, the mobile app allows me to stay on top of my sales activities even when I'm on the go.

Cons

One downside of Pipedrive is that it can be a bit pricey for small businesses. Also, it could have a better integration with other apps, like google calendar, and some other features like generating quotes, invoices and proposals.

Pros

1. The custom propert option is a fantastic addition for setting up workarounds for when the standard properties aren't enough.2. The automated workflows are great as well. You can set up automations for everything from logging activity and moving leads down the pipeline, to sending a simple introductory email.

Cons

It's difficult to become a confident user in the beginning. It would be a lot better to have improved onboarding.

Alternatives Considered

Salesforce Sales Cloud and HubSpot Sales Hub

Reasons for Switching to Pipedrive

The other tools are bigger, but Pipedrive seemed like the most robust tool out of them, so we decided to go with it in the end. The price tag was also a major advantage for Pipedrive, especially over Salesforce.

Pros

Pipedrive is very straightforward to use, the Pipedrive automation is the best it helps me automate my flow. When we started using it we loved it because it had fewer features than most competitors, but the features it had worked better.

Cons

Limited filters- As comparison with other systems in market.

Pros

Ease of use.
Deal Rotting
Deal dollar amounts
Dragging deals from the various stages
Multiple Pipelines
Outlook Email Integration
Mobile App
Everything is customizable
File uploads
Weighted deal dollar amounts
Color coded icons for activites that are due, expired, or have not been assigned yet
emails for activities that are due that day.

Cons

Sometimes when you add a deal, you ahve to refresh in order for it to show. Also when you edit a deal and add a note for example, that deal moves to the bottom or top of the list in that various stage. It would be better if that deal stays where it currently is in that stage, even if you update something in that deal.

Pros

We have tried and bought countless CRM's for our small Commercial Real Estate firm. We've spent over $100,000 reviewing, consultants, setting-up time (dedicated payroll) and purchasing the CRM software. No matter how many times we try to move-on to the latest and greatest CRM software with all the newest features, we keep going back to Pipedrive. The simplicity, clean layout, customization (without a consultant) and price just keeps us coming back to Pipedrive.

We can make countless custom form fields, add phone, text, chat, IVR, email. They have a generic version of AI which looks up a contacts Social Media info and business data. There are management controls and reporting.

The software could be more robust and add more Multi-Channel marketing features, but we haven't found a better system for the price or one that didn't require another 6-month long "consultant" to customize it, only to learn that what we really wanted was not doable. I'm finished searching for and customizing CRM's because Pipedrive has done the job well-enough for us.

Cons

The software could be more robust and add more Multi-Channel marketing features. We prefer CRM's that have all of the communication features included, such as email, chat, text, call, etc. Recently, Pipedrive added a phone system, but you are required to upgrade to a "Pro" account. We would prefer to just pay for the feature per agent, vs increasing the price for all of our agents for a simple feature like adding a phone, etc.

Pros

Pipedrive's interface is designed to be easy to use and navigate. It's customizable, and you can quickly view and manage deals, contacts, and activities, which makes it simple to use for sales teams of all sizes.It is a sales pipeline-centric CRM, which means that it helps you to organize, visualize, and track your sales activities from start to finish. It's easy to create custom pipelines, set stages, and move deals along them, which is a great way to stay on top of your sales process.It has a range of reporting and analytics tools that give you insights into your sales activities, performance, and outcomes. It can help you to identify bottlenecks, track progress, and make data-driven decisions to improve your sales results.It integrates with a wide range of other tools and platforms, including Google Apps, Slack, Zapier, and more. This makes it easy to connect Pipedrive to your existing tech stack and increase productivity.

Cons

Pipedrive is primarily a CRM designed for sales teams, which means that it has limited marketing automation functionality. If you're looking for a CRM that can handle all your marketing automation needs, Pipedrive may not be the best choice. While Pipedrive is customizable, it may not have the level of customization that some businesses need. If you need to tailor your CRM to fit specific workflows or processes, you may find Pipedrive to be too restrictive.Customer support is limited in this to email and chat, and there's no phone support available. While they do have a knowledge base and community forum, some users may find this level of support insufficient for their needs.

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

• 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

Seems kind of redundant with Review above.

Cons

It would be nice to be able to review the Activity list page by our Stages. In other words typically cycles are monthly but what is focused on at the beginning of the month is different than what is at the end of the month. For instance at the end of the month you may want to focus just on final stage folks. Another focus somebody might have is they are working a particular area and want to see what else is left on the table while there and arrange schedules accordingly. In other words just being able to organize on the Activities page by city/county can increase efficiency in the field. Your Contacts page has that option but nothing comes up in the columns for anyone. I don't know if this is a challenge with out set up by our admin. but once we have a the client sold they fall off our radar for the Deals page. We have a few milestones that include us agents which includes pumping clients for referrals and visiting with them on a anniversary date. The only way I can keep them on the radar is to use the Activity page and just label them a Deadline so I can review those by that definition. So all I use Deadline for is follow-up with clients that are purchasing or have purchased. Lastly a small but big 'thang', on the client Deals page where we have a pending activity it would be nice to click the pending activity button and the courser lands on a fresh line above the previously typed material so we can just add an update without having to click to front of material, return and arrow up to update. It's a very repetitive procedure every time you go into an activity.

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.