Pipedrive

Pros

The calendar integrations with Google and Microsoft365. Ability to create templates for emailing.

Cons

There is a reasonably steep learning curve, although the support website and the chat services are beneficial.

Alternatives Considered

Reasons for Switching to Pipedrive

Pros

There are many ways to customize and complete tasks that can be set for each user. I can grow with the service, upgrading to higher tiers for more tools.

Cons

All the customization can make it difficult to decide how to best implement the services across the company. The base tier restricts the use of certain tools that would be extremely beneficial to a small start up, such as automated cadence emails.

Alternatives Considered

Reasons for Choosing Pipedrive

Switched From

Reasons for Switching to Pipedrive

Pros

It covers the basics of what we need in a CRM.

Cons

It has limitations when you have multiple product lines or locaitons

Alternatives Considered

Reasons for Switching to Pipedrive

Pros

The simplicity. The UX and the UI. It's super easy to set up, even for a non-technical person.

Cons

Reporting seemed to be pretty limited in what you are able to do. Some of the metrics you can only view in "this month" mode, and not everything you can see in a timeline to track it over time.

Alternatives Considered

Reasons for Choosing Pipedrive

Switched From

Reasons for Switching to Pipedrive

Pros

Easy to use; Once you learn the basics, and terminology, Pipedrive is very practical.

Cons

The workflow when going through activities isn't too efficient. It involves a lot of tabs, and bouncing from object to task.

Pros

The ease of use, the clarity, the many functions. The user interface is really easy to use and you can always find your way around.

Cons

I am very satisfied with everything. The only thing is that sometimes integrations with other software are not possible because there is no predefined interface. You would have to be a customer of the largest CRM provider. But we hope that Pipedrive will continue to grow and that there will then be more predefined integrations.

Pros

You can track a lead from opportunity capture all the way project completion.

Cons

To really get the most out of Pipedrive you do need to add-on services. The cost is not too high, just be ready to spend more if you want to do more.

Pros

I love the amount of details you can input into this program. We need to have lots of different notes and details and variables for our business, like leads versus deals, and then for each contact we need to know where we got that client, why, what organization they are a part of, the organization's address, phone number, and the individuals addresses/phone, plus we are able to add activities, notes, whether the lead is cold, warm, hot, etc. The organization and details are endless, and it's incredibly helpful - this is truly how you educate an entire organization on every detail needed to know of a lead or client.

Cons

It is admittedly a bit hard to learn - it's very user-friendly, but because of how many capabilities and opportunities that Pipedrive has, it takes a bit to learn all the ins and outs.

Pros

It is a resource for basic information gathering.

Cons

It is not designed for complex data entry. Outside of text, there is no way to creatre formulas to help make the date compute beyond typed text.

Pros

I was able to easily track deals by moving them through different stages on the pipeline, which helped me close sales faster.

Cons

Customization options for reports are limited.

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

Reasons for Switching to Pipedrive

Pros

It's the greatest pipeline tool I've used, plus it integrates with a ton of other services, so you can do cool stuff like having it dial leads for you as soon as they're created.

Cons

Pipedrive does not have any big flaws in my opinion. Pipedrive is a promising CRM platform with strong future prospects. I just feel like Hubspot, which handles a lot of marketing, is the most comparable service, and that not enough people are aware of Pipedrive.

Pros

Simple to navigate and modify to fit your needs. The majority of the description of features and abilities is written in straightforward English. Resources for understanding one's talents are readily available and simple to use. A thriving ecosystem for third-party app integration, allowing us to seamlessly bridge gaps between essential business tools (email, Teams, Zoom, etc.).

Cons

In all honesty, I can't think of much that I dislike about Pipedrive. Its interface may benefit from some modernization as it now appears somewhat dull and uninspiring. There is no more information.

Pros

The API is the cornerstone of Pipedrive for me and my company. We have a very fluctuating target group and update our Leads every month, which was a pain in the past but the API makes a breeze.

All around the API, the Automation and Filters allows our sales team to really concentrate on sales instead of checking leads and making decisions, they can just go down the prepared list and call.

Cons

I'm only reporting/reviewing from the perspective of an admin user, and the only downside I can see is that with the mass of our leads we need to temper ourselves when updating because of the 10k a day rate limit.

Pros

How intuitive and visual it is. The interface is super user-friendly, and you can see your entire sales pipeline at a glance. It’s like having a chessboard where each piece represents a sales opportunity, and you can easily move them from one stage to another. Plus, the task automation is a lifesaver; it saves you tons of time on repetitive tasks. And the real-time reports are awesome for knowing exactly how your sales are doing without having to do any complicated calculations. Overall, it makes managing sales a lot simpler and even a bit fun.

Cons

It can get a bit pricey. While the interface is generally cool, it can sometimes feel a bit overwhelming with all the options and settings available. It takes a bit of time to get everything set up just the way you want it. Also, the mobile app isn’t as robust as the desktop version, so managing things on the app is awfull.

Pros

It's easy to set up. I love the visual pipeline (that we can customise) so we can track deal stages. Email marketing through pipedrive is simple too.

Cons

Editing emails can be a pain - you need to save and go out and back in each time or we've sometimes found changes have been lost.

Pros

I love being able to "drag and drop" clients from one stage of process to another as their job progresses.

Cons

I really have no complaints for Pipedrive

Pros

I like ease of implementation and integration into our systems.

Cons

The pricing went on the roof recently, although it's paid by the company.

Pros

It can generate a good sales funnel and the best thing is the follow-up of leads to be able to follow up with potential customers. It also optimizes tasks, automates them and unifies sales processes.

Cons

Some small features are missing to further enhance the user experience such as being able to track assets.

Pros

Pipedrive is simple to use and doesn't require extensive reading to grasp how it works. They offer some wonderful tutorials to aid with anything that may arise. It's an excellent tool for anyone looking for something easy to use and inexpensive. The tools allow our small team to keep track of emails, leads, and lead stages all from a single dashboard. Pipedrive is designed specifically for sales professionals. The management reporting tools are there and improving every quarter, but Pipedrive stands out for its ease of use for salespeople.

Cons

One disadvantage to using Pipedrive is that you have to pay extra to use some custom fields in the reports, and the fee can be rather high, especially if you want to unlock all of the features.

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

Pipedrive's intuitive interface, visual pipeline, and robust automation simplify lead management. Customization and insightful analytics enhance decision-making, boosting overall efficiency and results.

Cons

Pipedrive's pricing might be a bit steep for smaller businesses. Occasionally, advanced customization requires technical expertise. Some integrations could be more seamless.

Pros

Pipedrive help me to track my leads in 1 place i can track my leads track the sales at one place.

Cons

This is little expensive in comparison to Zoho

Alternatives Considered

Pros

Pipedrive worked well in terms of collaboration, the team could work together on the sales conversion process.

Cons

Some functions that were important to us like emailing prospects wasn't very intuitive.

Pros

Simple to use, clear pipeline, good all round CRM.

Cons

had to integrate with zapier to get leads from website into Pipedrive. Customer service in US so can take time to get a reply to queries.

Alternatives Considered

Reasons for Switching to Pipedrive

Pros

The ease of use for a user new to a CRM has been great for our growing team. The ability to have people share prospects and notes with each other has helped our team learn from one another as well.

Cons

Some of the integrations with external software can be a bit clunky. We've run a few zapier integrations and direct api integrations with other tools in our tech stack to build up our experience on the platform.

Pros

Ease of use for me and my team. Keeps us on track and engaged. It has become the software solution to that drives our sale meetings.

Cons

I am unsure how this software would scale to an enterprise solution (I have a salesforce background)

Pros

Very easy to enter new contacts into the system, or to do a bulk import. Very Easy to search for contacts via the search query, including custom fields. You can select multiple contacts at the same time and edit their information in a multiselect format. Very easy to create custom columns that will enable you to organise the information that you need.

Cons

Not the best with organising tasks automatically or checking for overlapping tasks.They do not have a lead generation tool in the form of a lead capture technology or widget.Does not have an email marketing integration like more modern Real Estate CRM's

Pros

I appreciate Pipedrive's straightforward user interface, its flexibility for customization, and its extensive range of integrations, which is unmatched in its category. I would even describe it as modular, as you can easily add almost any feature you desire through third-party integrations. This ensures that you're never restricted by the limitations of what Pipedrive may not excel at. On the other hand, if you prefer an all-in-one solution, Pipedrive still outperforms its competitors in this aspect.

Cons

I'm not particularly fond of how certain basic features are restricted to higher-priced plans. While I lean towards the 'modular' setup, the lowest-priced plan is the most logical choice for me. However, I do miss some features like prioritizing important fields based on the deal or the stage of the person/organization in the pipeline. In the past, I subscribed to Pipedrive's top-tier package, but I found the automation features to be underwhelming. They are somewhat limited, and the triggers don't always function as expected.

Pros

It’s incredibly easy to move data from your old CRM and set up your pipelines. Even easier to manage opportunities at every stage. The alerts, activities and send from Pipedrive features are great for keeping organised and the forecasting function is decent too.

Cons

It is geared around the sales process/kanban view so can be a little limiting when using it as a hybrid marketing & sales CRM. The insights dashboard building area is good but it doesn’t allow you to create bespoke charts/tables for every possible data point (fair enough for the price point).

Alternatives Considered

Reasons for Choosing Pipedrive

Switched From

Reasons for Switching to Pipedrive

Pros

It is a fast and intuitive setup to start. If you have sales know-how, it is going to be an easy adaptation. The integrations also work well.

Cons

I think the user view with too many possible added features makes it a bit confusing. Maybe that should be just for administrative roles.

Alternatives Considered

Reasons for Choosing Pipedrive

Switched From

Reasons for Switching to Pipedrive

Pros

The Comprehensive Visuals and Presentations.

Cons

It requires some experience to create the process properly, is a bit difficult to create all the "funnels"

Pros

Sales people are not usually tech people, but PipeDrive makes tracking and following your sales easy. In addition PipeDrive has its own marketplace that allows you to install wide range of different applications to your PipeDrive to make the tracking and follow ups even better.

Cons

At first its quite difficult to set everything up, but once everything is already up and running then you are in clear waters and can enjoy smooth sailing.

Pros

With PipeDrive I always track. My sales growth rate and manage it well.Email tracking is now easy with this tool,has excellent tools which enabled us to grow more than we targeted.Data is safe and you can access it instantly when you need it.The best thing about it is that it can be used even by the beginners of for those with small business.

Cons

PipeDrive offers its best .I have no complains about it.

Pros

Ease of use ......... Easy to progress names from Lead to Customer

Cons

Nothing from a sales point of view It gives clear visibility of the status of the client .

Pros

If you're looking for a CRM that requires you to REFRESH the page after VIRTUALLY EVERY ACTION, you've found the right CRM!

TRY reaching them on live chat... yeah, you'll wait at least 90 mins.

AVOID these people at all costs - a complete rip off.

Cons

Nothing. Poorly designed without the ability to customize default fields.

Pros

Everything just works well. Well developed software. Good user interface.

Cons

Not all the features I needed and cost was a bit more than other options.

Alternatives Considered

Reasons for Choosing Pipedrive

Switched From

Reasons for Switching to Pipedrive

Pros

I like how easy it is to start an operation and gain insights from the deals pipeline. Pipedrive also offers tons of content to introduce and maintain your knowledge about SalesOps and what fits best with your deals workflow. You'll be able to integrate it with almost all the relevant tools for data analysis. Even when it's not native to Pipedrive, you can find the right solution on the marketplace.

Cons

I don't like how the dashboards are structured, eventually we started using other tools and in-house solutions. It gets confusing when you start to create one dash after another... if you don't keep track of it and clean any unnecessary dashboard, you'll find yourself lost among all the legacy charts you created before. But, as long as you keep things organized, you have a great tool to work with.

Pros

I really love the Pipedrive's UX. It's extremely intuitive and easy to use.

Cons

The main one in my opinion is that I can't have as much freedom to manipulate data in the dashboard section.

Pros

I like the sales centric features and the customer friendly interface

Cons

The cost is a bit high compared to other alternatives

Pros

Pipedrive is user-friendly and keeps your sales process organized. Its interface is clean, straightforward, and easy to navigate. The platform offers significant customization options, including automation, workflow management, integrated email, activity tracking, insights, and reporting.

Cons

The complex sequence, advanced automation workflows, and detailed customer segmentation features are missing.

Pros

Very intuitive CRM, with solid integrations with other apps through Zapier.

Cons

The licence is not cheap and it was difficult to migrate data seamlessly from one pipedrive account to another.

Pros

It has helped us solve the problem of disorganized sales processes by providing clear and structured way to manage our deals and leads.
Also it has improved customer relationship management.

Cons

It is easy to navigate and user friendly nothing that i dislike towards it.

Pros

The ease of importing/exporting data and of managing the data.

Cons

The complex way of searching/filtering is not easy for everyone to understand.

Pros

Quick and efficient sorting for current and prospect clients

Cons

Duplication clients are not automatically marked, which in the fitness industry would save loads of time

Alternatives Considered

Reasons for Switching to Pipedrive

Pros

Reporting functionality seems better than HubSpot.

Cons

Support when they're having server issues, which is all too often.

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

I love how Pipedrive helps to create sales funnel from scratch.

Cons

I don’t have anything that i don’t like about this product.

Pros

Easy-ish to sync with my Shopify store and integrate with other programs. Good for tracking emails and contact with certain deals when using the Pipedrive email functionality.

Cons

Not hte most user friendly, some of the older members of our team struggle a bit. Many useful features behind a heavy paywall. Would prefer a smoother link to Shopify, without Zapier.

Alternatives Considered

Reasons for Switching to Pipedrive

Pros

Our sales department uses it as a tool for the total management and sales process. It gives a database of prospective clients and keeps track of new applicants to maintain communication with them. We finally have a solution that allows us to keep track of all of our sales in one place and monitor their progress over time. Pipedrive's many features will enable us to accomplish our goals and more, including the collection of prospect information and the scheduling of follow-up meetings.

Cons

Larger organizations with a more extensive client database may benefit from an increase in the program's memory capacity, which becomes taxed when dealing with a significant number of registered contacts.