Pipedrive Reviews

Pros
Visual, drag-and-drop, flexibility to customise pipelines, stages and fields.

Cons
Having to change " deal" to " Deal" every time is annoying (it's a title so should be upper case).

Rating breakdown

Likelihood to recommend: 10/10

Pros
We have customers buying our products from all around the world and keeping a record of their contact details and purchase history is very easy with the help of Pipedrive. When we get a new customer sign in to a contract with us, our marketing team who runs another pipedrive campaign just forwards the deal to us and we only have to save it to our database and it will be added to the existing customers list. We then add activities to this deal to stay connected always.They are as follows, setting a feedback enquiry after one week, if receive a feedback set another activity to let the feedback team to reply to the email etc.. This can keep everything from getting a lead to inviting a customer to come back to our service again organized well. With the help of pripedrive we see our customers are happy how we treat them even after closing the sales.

Cons
There is no facility to add an auto responder when someone answers to our feedback inquiry. Sometimes the web browser application freezes and takes more than 10 minutes to recover.

Rating breakdown

Likelihood to recommend: 8/10

Pros
i LOVE so much about this software!! i tried SO MANY CRM's and none of them were perfect for me. you can see visually what stage your deals are in. you are prompted to set up the next activity (task) after you complete one. you can create email templates with automatically filled in forms to speed up the process. you can connect deals to people and organizations. you can see a calendar view of your activities. you can set up automations to make your system more streamlined. you can connect it to your gmail so you emails automatically show up in pipedrive and you have all your emails between you and a person at your fingertips. it was super easy to set up and seemed very intuitive.

Cons
i can't think of anything!! i wish it were a little bit cheaper per month, but compared to some of the other services i tried, it costs less but does more of what i want.

Rating breakdown

Likelihood to recommend: 10/10

Pros
We like simple and the streamlined dashboard was easy to understand. We are also busy people so we were quite pleased to be able to completely set up the sales activities and import our customers in under an hour. We had one question during set up so we dropped a line into the chat box. Within a couple of minutes, we had our answer giving us a good feeling about their support staff. It’s completely customizable so our workflow tasks (activities) were simple to add once we knew exactly what process each client would go through from initial contact to sale and follow up. The calendar option let us put dates to each task and all the notes we added were date stamped, a feature we found quite useful. We also liked that the program automatically puts the current tasks on the top of the list and has a color coding to show what’s not due yet, what’s currently due and what is overdue. We are also using the Zapier integration to connect to MailChimp for managing our customers’ email communications. There a lot of other integration options, too which we may add in the future. After trying some fairly expensive solutions, my clients loved the free trial option although the price to upgrade is quite affordable.

Cons
My biggest concern is that support is only available Monday through Friday during office hours although they do have a fairly extensive library of tutorials.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Clean and pleasant user experience. I use Trello often, and the functionality of Pipedrive is similar in that I can drag and drop cards into different stages. The visual progression is very helpful, while each contact can house all of the information that I need to keep things moving. I also really like that I can BCC my conversations into my pipelines so that my partner and I can keep everything in one place. I like the add-on apps such as Leadfeeder and Mailchimp.

Cons
Do you have a Gmail plug in so that I can check a box to send to CRM? I integrated that feature when trying Salesforce, but always wanted to swap out destinations to Pipedrive. If you don't have that, I guess that would be considered a con. Not that BCC'ing is sooo difficult ;) I think a "Graveyard" type pipeline would be helpful. We want to hold onto our inbound lead contacts, but I don't want them cluttering my active Pipelines, nor do I want to assign an activity to them. It would be nice to be able to keep them in the system without archiving them. I've created a makeshift solution by just having a Cold Leads Pipeline, but there aren't really stages and I don't have pending activities for them.

Rating breakdown

Pros
Pipederive is a great solution to sales force for small & medium companies. It gives a great overview of leads. Registration of customer is very simple and organized in clients and companies. Negotiations are organized into pipelines and one can have a single or multiple pipeline. Each pipeline can be divided into stages according to the client's situation and each stage contains the deals that reproduce a negotiation, budget or potential sale ready. One can manage all potential customers on one screen, in a visual and practical way, without missing deadlines or getting confused at what was said

Cons
There is nothing significant drawback of this software. Developers are constantly coming up with improvements. The only thing it lacks is non integration with social media like LinkedIn. Also outlook integration is much needed. This software lacks to follow up on an activity if you do not have an open business, Pipe drive obeys business, so if you look for it as a CRM it is not very practical

Rating breakdown

Likelihood to recommend: 9/10

Pros
It's amount is low per month per user, and that's pretty low considering the many options it has available. It also connects to Zapier which means that you can integrate just about anything with it, we funnel all our leads from all over into this system, across 10 different programs. We love the option for custom fields and built-in integrations with google products. It's very simple and easy to use.

Cons
This is really only for lead management, as it's lead capture abilities are severely limited. They do have a form building option, but it looks terrible and is incredibly primitive. We are forced to use another service to design and embed beautiful and custom lead forms, then feed all the responses into pipedrive via zapier (pipedrive does have some sort of php callback options to submit leads, but you have to be a very experience programmer to understand it). Once you begin dealing with large quantities of leads, the loading of the data can be excruciating.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Pipedrive is super quick to setup and customize to your particular workflow. It syncs and integrates with Google products like a dream and just plain works. It's the sort of CRM that doesn't get in the way, lets you work where you want to work (I prefer my inbox rather than within the CRM), but still lets you get at all the data and stats you need super quick and easily. It's just great.

Cons
I've never been able to get full inbox syncing to work properly. Instead I just use the BCC function which serves the purpose, and allows me to be selective about which communications get synced vs. which aren't needed. Sometimes though an email won't automatically link to a deal, even though the address being corresponded with is associated with the deal in Pipedrive. This is a bit annoying, but happens infrequently enough that it doesn't bother me.

Rating breakdown

Likelihood to recommend: 10/10

Pros
One of the best features about this tool is its integration with Gmail, that has enabled us to send emails via the platform. We get to see the reasons behind the lost deals if any. It provides us detailed rates of conversions along with the chances the deal would move to the next stage. Pipedrive had helped us a lot in forecasting. I love the feature of the thank you card, like when we win a deal, it automatically sends a thank you card! This tool has a lot of integrations with slack and Trello. You don’t require much training to use this application, we can customize it according to our requirements with ease. This tool suits the best for sales representatives and small businesses or startups like ours.

Cons
What I felt a little irritating is, even though the steps are simple, I need to go through a lot of repetitive steps to customize. The customer service team takes a lot of time to respond. It doesn't integrate with LinkedIn which is indeed a huge negative.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Previous to PipeDrive, we used Oracle for CRM which was a nightmare. It was very confusing and complicated, it was super-expensive and no one could figure out how to do anything. Everything had to be managed through our inside sales department and it was NOT good. Enter PipeDrive...simple to use, intuitive (I easily figured it out without any training at all), and significantly less expensive. We love it.

Cons
Small things...like only organizations can have addresses...that's inconvenient when you are trying to export information. It's not impossible to overcome but would be better if that was easily manageable. But that's a small thing to have an issue with.

Rating breakdown

Likelihood to recommend: 10/10

Pros
You can integrate everyone that matters to your sales and onboarding process. It's also really easy to set up and keep in contact with your prospects and clients.

Cons
I think it should have more features like emails sender, even in the cheapest plan. It could also have a way to scheadule and create standart emails to be sent automatically.

Rating breakdown

Likelihood to recommend: 9/10

Pros
I am in to the second year now using Pipedrive, but I believe I still have to explore lot more there. All the features I used so far are extremely time saving. When I gave it a try to use Pipedrive an year back, I was just doing all the emailing and adding activities manually. But after a successful year, I am automating all this process with just a couple of clicks. I go in to the activities page and do everything from there with out going to each individual page. I am happy so far using this CRM but still I never clicked on a lot of things on the dashboard and I believe those are all going to be handy next time for me.

Cons
It takes comparatively longer time learning how to effectively use Pipedrive. I am sad that I didn't use all the features for first 4 months of using it because it needed a lot of time to learn everything. Sometimes when adding a new contact to an existing deal, if the same name already exists in the deal, it doesn't notify.

Rating breakdown

Likelihood to recommend: 9/10

Pros
The software prompts me to add a new activity (email, meeting, call, etc) after I mark another activity complete. It visually reminds me if there are leads or clients that do not have a next step applied to it. This make a lot of sense to a getting-things-done approach. We do a lot of mobile responsive websites and monthly marketing with a lot of moving pieces, and it's great to have confidence that we know what is coming next.

Cons
I sometimes wish there were a calendar view. I also wish I could add screenshots into emails I find myself having to go back to Google Inbox for this (and bcc-ing the pipedrive email to sync with the contact).

Rating breakdown

Likelihood to recommend: 10/10

Pros
Ease of use, simplicity, intuitiveness. Obviously been thought through by sales people.

Cons
I wish it linked my Meetings into Outlook without having to go through Zapper.

Rating breakdown

Likelihood to recommend: 10/10

Pros
It's the easiest to use CRM by far. The Pipeline system is intuitive and easy to learn, and it integrates well with our entire tech stack. Combined with Zapier it's a really powerful, flexible tool that our entire commercial team relies on. Their support team is for the most part excellent, but there have been some cases of somewhat robotic behaviour, like requesting screenshots where it doesn't make sense so they can move on to the next step. Ultimately they respond quickly, get the job done and get back in touch with updates. The Rep in particular was extremely friendly, effective and competent during our last performance issue. I'd highly recommend it to any company with a commercial team under 50 employees.

Cons
The issues arise when you outgrow the software, and I worry we may be reaching that point. Although our issues are currently resolved, there have been periods of severe performance problems taking us offline for hours at a time (about 3 serious instances in the last 9 months, with several smaller outages), as a result of our high volume of users and activity. Pipedrive seems to be primarily aimed at smaller companies but I hope they'll expand their support for larger ones in the near future since it's such a good solution.

Rating breakdown

Likelihood to recommend: 7/10

Pros
This is a great, very user friendly software. I love that it has open API allowing it to communicate with the other software we use, and giving us the potential to automate our sales process. I think anyone who seeks efficiency and short on-boarding time, this is the CRM for you. Pipedrive also has great customer support, who has always answered my questions in a timely manner. Overall I would recommend this CRM to anyone who was looking to invest in managing/automating their processes!

Cons
I wish there was a more central education area for the use of Zapier and Pipedrive, to further educate it's users on effectively automating daily tasks, emails, etc.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I love Pipedrive, the card view is fantastic allowing me to move deals from progress stages with a simple drag and drop. Or if the deal needs to live in another "pipe" I can simply change to one of my other pipes. The tasks keep me on track with each deal and the stats allow me to see my progress each week.

Cons
The stats are good, however I would love it if there was an automated report generated rather than having to check the stats out manually each week. Also, syncing with my emails means that I can keep all the info relating to my deal in one place. But not all the emails are recognised as belonging to the specific deal, so before I close the deal off, I have to manually search for the emails, then for each individual email I have to select the deal to link it to! This is monotonous to say the least! It would be so much quicker if I could simply select all the emails relating to the deal in one hit and then link to the deal once.

Rating breakdown

Likelihood to recommend: 10/10

Pros
First of all, let me start by saying I'm a big fan of CRM. As a bag carrying manager, I need a tool that can help me get work done, not require me to feed the monster at the end of a long day on the road. Pipedrive is that tool. One of my key criteria was to have a mobile app that automates a heavy activity base and all the rest of the competitors fell short (this was 2 years ago when I made the evaluation). Also, it might be notable that I have previous experience using NetSuite, Salesforce, Goldmine, Act, Siebel, Onyx, and Oracle, so I'm well versed. Before choosing Pipedrive, I evaluated 11 different applications, including CXM, eSalesTrack, Insightly, NetSuite, Nutshell, PipelineDeals, Pipeliner, ProsperWorks, ReallySimpleSystems, Salesforce, and Zoho.

Cons
No Test Environment to vet out partner integration and data exchange...

Rating breakdown

Likelihood to recommend: 9/10

Pros
You can set it up to suit your business. It's very flexible and has allowed us to produce a great deal of good data to allow us to change and adapt our business. Anyone who uses the system is kept right up to date with accurate information about our clients and what stage the sale is at. It also allows us to quickly recognise deals that have little or no potential so we are not wasting time and staff resources with no return.

Cons
The site reporting is good but could be improved as well as the export reports. It would be great to have the flexibility to select specific fields to include or exclude from reports but as it stands this is not possible. It also doesn't include contacts when exporting data for deals which means it is not possible to generate a deal based mailing list, i.e. deals that were closed in the last 3 months due to lack of funds. This makes it difficult to generate e-mail campaigns from the system.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Our business needed an "all in one" program to project manage, track work time, manage payments, upload files and images, track sales, email clients, and more. Pipedrive also integrates with other apps and programs that we use, for instance, CompanyCam, Gmail, MailChimp, etc. There were many other programs that cost so much more and were so complicated. We wanted a customizable program that had great functionality, but didn't cost a fortune, AND was easy for all of our team members to learn and use. This program was built for the novice and pro in mind. It's designed as a CRM, but fully customizable for other types of processes. Customer Service & online tools and tips are also excellent. Pipedrive fit the bill! Very satisfied company using this program!

Cons
Not much. The sorting functions for contacts are by first name only. I reference jobs by last name, so this took a little bit to get used to. It's something they are going to change, though.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Ease of use in supporting my sales process. It allows me to integrate my email and calendar from Google, so I don't have to copy/paste the emails/appointments into a deal or organisation to keep notes. This saves a tremendous amount of time and makes it incredibly easy to see the context of a client or deal in one spot. The notes I do make are more active - I'm not recording what's happened, I'm focused on what needs to happen next, when, and what my client is expecting. Tracking deals and setting activities is also very easy. This means I don't miss anything or forget tasks I've set to occur weeks into the future (or those "call me in 3 months"). Because of this I consistently get "you're follow up is amazing" comments from clients, which helps build credibility and trust.

Cons
There's nothing I don't like. I use what I need to and what makes me effective. There's a heap of functions that I don't use (yet - like setting sales targets) but that's not because of the software.

Rating breakdown

Likelihood to recommend: 10/10

Pros
- Automation options - Different funnels - CRM and client data

Cons
- Not much customizations - No advanced reporting - Integrations are limited

Rating breakdown

Likelihood to recommend: 8/10

Pros
everything is sync with my google calendars and it is transparent across other sales members in my team, so my daily task and appointments can be monitored. Storing of notes and able to email and put ref attachments to my deals is a plus as well.

Cons
The app could use with a little bit of improvements, in terms of adding the option to be able to do more compare to the desktop version, so adding new deals and task to my existing clients can be easier, by duplicating an existing deal and etc. It would also be nice, if it can detect all the call i make to clients who are within the pipedrive database, instead of me searching form Pipedrive to make a call.

Rating breakdown

Likelihood to recommend: 10/10

Pros
After using numerous sales tools in the past, I came across Pipedrive and immmediately fell in love with the convenient Pipeline view. Finally there was an easy way for me to organize multiple projects completely independent from each other! Our company has different divisions that don't have much in common. Differentiating between them is key. I also like the fact that you can add an (unlimited) amount of custom fields for deals, organizations, and people. This is especially great when you need to capture data that is specific to your industry. I can also specify whether this info is important and should be displayed prominently on a deal/company/person or not. 2 Way Mail Sync is working nicely and smartly links incoming emails to deals, once you made an initial connection.

Cons
Sending emails from Pipedrive is slow, takes a lot of time to display in the deal, leaving you wondering whether the email was even sent. Uploading attachments also take about 3 approaches in my case until it finally works. That's quite cumbersome and put me in a bad spot a couple of times because I forgot to add attachments. The lack of natives VOIP Integration is also unfortunate and very important to us. This is not really a critique about Pipedrive, but I m going to say it anyway: per-user pricing is high! At least give me a few users whether I use them or not, but it's not cool having to share users.

Rating breakdown

Pros
-The price point is very good compared to the rest. This is a great solution for small to medium size teams. -Simplicity. Very intuitive. -Ease of use. Pretty much self explanatory. -Ease of setup. Some reading needs to be done but is as simple as it gets without the need of a 3rd part consultant. -Customer service.

Cons
More filters would be nice. Filtering by team members, client name, type of business can be tricky sometimes. Sometimes its easier to download and filter using excel which would be nice to see in future releases.

Rating breakdown

Likelihood to recommend: 10/10