Pipedrive Reviews - Page 3

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...

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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.

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...

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)

We love everything about Pipedrive. It has so many desirable features for keeping your customer database as well as your sales 'deals' organized. It is a one stop shop, truly. We would love more than anything if every single department had something as easy as Pipedrive. It has never taken us more than one day to get someone trained on using Pipedrive, it's that easy!!! It keeps all dollar amounts, products, customer information, emails, reminders, notes, attachments, reporting, analytics, social profiles from your customers information, and more!! I highly recommend Pipedrive.

We truly have no cons about this application..

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.

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.

Email integration Mobile app Customization

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

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...

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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...

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• 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,...

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

The brilliance of Pipedrive is that by implementing the tool, Sales Managers as well as business owners will find that they simultaneously build best practice Sales Management capability into their businesses. Pipedrive really feels like it has been built by Sales Managers and Sales People, rather than by technical people, as it takes into account the things that frustrate Sales Teams the most. For...

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This is a minor point because it's easy to work around this problem: Pipedrive's ability to filter deal data an become frustrating as you have to setup pre-defined filters, and you very quickly get bogged down with too many filters. The workaround is to export the data into Excel and manipulate the data from there. Also, the ability to work with a pre-defined set of Products, while available in Pipedrive,...

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Seems kind of redundant with Review above.

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...

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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.

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.

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.

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.

Sliding feature where opportunities can be moved easily from one tier to another.

No calling functionality. Email sync also does not work well sometimes. Doesn't track all the emails sent/received

Hi Mohit! First of all, thank you very much for taking some time to provide us with your feedback. We are happy to know you like Pipedrive and we are here 24/7 to help with any doubts or help you need! Regarding the calling feature, with Pipedrive's built-in Caller feature, you will be able to directly click and make calls to your customers without leaving the Pipedrive web-app, as well...

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

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)

Hey, Thank you very much for your insights! We will make sure to forward it to our dedicated teams for future improvements. If you need any help, please reach out to our Support Team. They will be happy to help!

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.

Limited filters- As comparison with other systems in market.

The pro's from my perspective using Pipedrive are: 1) Simplicity: It allows salespeople to focus on what's critical - managing accounts, deals and most importantly, driving next-actions to move deals through the pipeline to closure. 2) Customization: Just enough ability to customize field types, add needed fields to meet your business needs, but not too complicated where it creates over-complexity...

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There are a few areas I would like to see improvement: 1) The ability to distribute meeting notes to Pipedrive and non-Pipedrive users. 2) Enhanced Search: Would like to see more robust search engine across the platform. Currently see some limitations in searching titles vs. body of meeting notes for example. As we generate more content, meeting notes, attachments, the need for enhanced search will be needed.

When Hubspot stopped working because of technical errors I started trying literally every CRM I could find. Pipedrive was definitely one of my favorites because of its price and features. Customer service was also pretty good and responsive.

Ultimately the fact that I couldn’t use my custom email signature was why I didn’t go with Pipedrive. I also didn’t like the overall UI, it seemed a bit outdated to me and it was harder to navigate than other CRM’s I tried.

Sales software tend to be complicated, there are always many features and workflows, but, Pipedrive turns to be way more "logical" and easy to use from day zero. Features and options are well crafted, we can see that there is a pattern os use around the product.

Pricing is a bit high here in Brazil, because of exchange rates. Apart of that, Every big sales software always have something to work on. We miss some features on the Workflow Automation, like setting up an action to happen a certain time before an activity due date.

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...

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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.

Il possède beaucoup des fonctionnalités utiles pour la gestion des portfolio

Beaucoup de fonctionnalités qui rend les choses un compliqué à gérer, trop de fonctionnalités qu'on peut se perdre mais trop riche

Set Up very simple and easy to manage all the tools. I like the dashboard and the look and feel as well as the business forescating.

Is not easy to link with ERP or Billing Platform. They must improve the integrations for easy integration with another platforms

Pipedrive is one of the best tools ever. You can have a very complete CRM system but also, a contact center, chatbot, email mkt and dashboard with personalized reports

There is no cons for our team and company it´s great

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.

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.

REPORTING -- I love the dashboard reporting and how flexible it is to deep dive into sales agents by any specific time scale. ACTIVITY LISTS -- This is the killer feature. I just put in an activity for next year against an organisation and it then forget about it. It will then remind me on that date that I need to do something.

Missing Features: 1) Many - many contact relationship. Currently limited to one contact to one site. This doesn't work in my field as many of my contacts own multiple sites with site specific deals. 2) Plotting the customer locations on a map and providing navigation to them. I have to use badger mapping for that. 3) A function that can batch de-duplication. The excellent customer support referred me to a third party provider.