Gbadamosi Abiodun
Media Production, 101-500 employees
More than a year
“Collaborative lead tracking”
Pros
Right away, the lead management system feels very user-friendly. It lets me keep track of email delivery, click-through rates and plenty of other useful details without any hassle. Contact management is also really well done and the teamwork features make it even better since team members can collaborate easily.
Cons
The only downside at the moment is that the calling feature still isn't available in Nigeria.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
8
Tobias Wingbermuehle
Biotechnology, 11-50 employees
More than a year
“Free integrations with great value”
Pros
Getting it set up was easy and the fact that it comes at no cost is a big plus.
Cons
Costs can rise quickly if you add marketing automation and use Sales Pro.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Jens Nielsen
Real Estate, 1-10 employees
Less than a year
“Contact tracking that works”
Pros
Keeping up with contacts is much more organized with this tool. I use it for all of my investors and coaching leads and it helps me stay on top of everything. It's especially useful for tracking contacts and setting tasks so I can remember when to follow up.
Cons
Software can feel a bit complex at times. There were moments when I had trouble figuring out how to fix a configuration issue.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
9
aj lauron
Information Technology and Services, 1-10 employees
Less than a year
“Clients love the live chat”
Pros
Across all of our clients' websites, the live chat integration has been a big win for my team. Since moving them over to it, our clients have been happier than ever with how it works.
Cons
One limitation with the free version is that it doesn't include access to the marketing email section. We asked to have that feature enabled but our request was denied.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Anonymous
Marketing and Advertising, 11-50 employees
Less than 6 months
“Easy to read but dull workflow”
Pros
Once someone shows you where to find prospects, the system is clear and easy to read.
Cons
Functionality isn't very user-friendly. Clients appear in my working queue on the wrong days and having to go through every file before completing a task ends up wasting a lot of time.
Rating Distribution
Ease of use
3
Value for money
7
Customer Support
7
Functionality
5
Jonathan Ortheden
Program Development, 1-10 employees
Less than 6 months
“Free and valuable”
Pros
Simple to use tool and the fact that it's completely free makes the value stand out right away. It delivers a lot from the beginning without making things complicated.
Cons
There are quite a few features to learn at first although that actually feels like a benefit in the long run because it gives the software more depth.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
FATIH ASCI
Marketing and Advertising, 1-10 employees
More than a year
“Versatile tools”
Pros
One thing that keeps me using it is how many useful features are packed in. The free version is a big advantage and the free email marketing option works really well even with the contact list limit. It also covers lead capture, lead management and includes a landing page builder with plenty of templates to choose from. On top of that, the workflow tools and the sales, lead and web management features make it a very complete platform.
Cons
Honestly, I don't have any real complaints. I've been using it for more than six years and during that time I've been very satisfied with all of the features.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
8
Robby Fleischmann
Financial Services, 1-10 employees
More than a year
“simple with helpful features”
Pros
Getting started with it was easy and importing or exporting data works really well. The help resources are excellent too. The interface is attractive and simple and I also appreciate that the free version includes plenty of advanced features, like the ability to add custom fields.
Cons
Free version does have a limit of 5 saved reports which can feel restrictive. Also, customizing and saving views or inquiries is not quite as easy as it could be.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
7
Connor Purcell
Music, 11-50 employees
More than a year
“Flexible access and layout”
Pros
Everything about the functionality and layout feels easy and user-friendly and the platform offers full accessibility across multiple devices and users.
Cons
It comes packed with a wide range of useful features and functions and after using the software regularly, I honestly don't have any complaints.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
8
Dave Kitchen
Management Consulting, 1-10 employees
Free Trial
“Quick setup and promising idea”
Pros
Getting it downloaded, installed on a laptop and configured for the initial trial setup was pretty easy and didn't take much effort.
Cons
Downside is the upgrade pricing from the trial to a version that's actually practical for business use. It's a shame it's so expensive because the overall concept is really good.
Rating Distribution
Ease of use
9
Value for money
7
Customer Support
8
Functionality
8
Marina Sciarrino
Marketing and Advertising, 1-10 employees
More than a year
“Clean interface and dashboards”
Pros
Having everything in one place really matters here, I can view the full contact history, send emails, create tasks and keep track of calls without jumping around. The interface looks clean and the dashboards work well. The default views and filters have also been improved recently which makes daily use even better.
Cons
Admin side still has room for improvement. It would help a lot if admins could simulate team member permission settings and the file manager should offer more granular permission controls.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
9
Warren Wu
Computer Software, 11-50 employees
Less than a year
“Flexible segmentation lists”
Pros
Creating lists is easy and it supports both static and dynamic list options.
Cons
It still lacks quite a few basic features that other platforms already offer. Also, active lists don't work very well inside workflows because contacts stay in the workflow even after they're no longer active on the list.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
7
Anonymous
Management Consulting, 11-50 employees
More than a year
“Customer-first tool”
Pros
Compared with the three small-business CRM platforms out there, this one feels the most focused on customers and is by far the most user-friendly to work with.
Cons
Free plan only takes you so far before the monthly cost can jump pretty quickly and you also have to pay extra if you want any live support.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
9
Functionality
8
Amy Hirner
Events Services, 11-50 employees
Less than 6 months
“Flexible sidebars”
Pros
Our team's favorite part is being able to choose exactly which fields show up in the Service > Tickets sidebars. That's been incredibly useful for us because we share a lot of links and need them to be visible and quick to access. The CRM itself also feels very logical and easy and as long as you don't overcomplicate it, it's pretty simple to work with.
Cons
One thing our team still has trouble with is that the due date for a project or in our case, an event date, doesn't appear on the card in the main service pipeline view. We're still trying to get that added but it's really frustrating having to open each ticket every time we need to check an event date.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Eli Frechter
Education Management, 101-500 employees
Less than a year
“Responsive support and customization”
Pros
One thing that really stood out was how much the IT support team actually cared. When I raised a concern about a change they made to the ticket dashboard, they noted my feedback, had one of their product managers reach out to me and even reversed the change so it would work better for our customer service needs. On top of that, almost everything in the platform can be customized.
Cons
There are still a few features missing though. For example, not being able to embed a YouTube video directly into a marketing email feels a bit odd.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
8
Mark Doherty
Higher Education, 500+ employees
Less than a year
“Flexible scheduling and alerts”
Pros
To organize daily appointment slots for students to book meetings, I started using this software and it has worked very well. The platform offers more features than I'm using right now but the scheduling process is very easy and the notifications when appointments are booked are really helpful.
Cons
Changing an appointment after it has already been scheduled is not as simple as I would prefer. You can create appointment time slots but setting restrictions so no one can book a same-day appointment is also less easy than I'd like.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Anonymous
Information Technology and Services, 500+ employees
Less than a year
“Marketing visibility”
Pros
Having everything tied together in one platform gave us a much clearer view of our marketing activities across channels. It saves a lot of time when setting up campaigns, keeping everything aligned and handling reporting. I also really appreciate that it combines a strong CMS for blogging with CTAs, forms and lead capture tools directly on the website.
Cons
Getting started wasn't very easy and proper implementation required internal development skills on our side. On top of that, building CTAs doesn't feel very flexible.
Rating Distribution
Ease of use
9
Value for money
7
Customer Support
8
Functionality
8
Anonymous
Computer Software, 11-50 employees
Less than a year
“Company search tools”
Pros
One of the most helpful parts is being able to search for companies and quickly pull up relevant information about them.
Cons
A downside is that regular users have limited access when it comes to creating their own analytics reports.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
9
Functionality
7
Yasser Al Kindi
Marketing and Advertising, 1-10 employees
Less than 6 months
“convenient integrations and free plan”
Pros
It works easily with most of the other software I use which has been a huge plus. Setup was incredibly simple, importing contacts was quick and at this stage of my business it handles everything I need. The fact that it's free makes it even better.
Cons
If I come across any downsides, I'll definitely update this but at this point I honestly haven't found anything worth mentioning.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Anonymous
Marketing and Advertising, 1-10 employees
More than a year
“perfect for contact tracking”
Pros
As a CRM, it works exceptionally well as long as you're relying on another tool for actual deal management. If the goal is to keep track of names, contact details, notes, documents and email activity, it does the job perfectly. The import and export features are among the best I've seen and the automatic linking to external domain logos is a really nice touch that cuts down a lot on manual contact updates.
Cons
One thing it's missing, like nearly every other CRM, is the ability to drag and drop tasks to organize your day or week which makes deal management very difficult. That leaves handling deals feeling almost impossible especially since Salesforce is too expensive. Pipedrive does offer some of this functionality but only when moving across deal stages, not within a stage. If you're willing to spend a bit more, Pipedrive also comes with stronger Trello and other integrations, such as being able to look up a contact in Trello while managing deals.
Rating Distribution
Ease of use
10
Value for money
7
Customer Support
9
Functionality
7