Pipedrive CRM Reviews

“User friendly pipeline reminders

Pros

Pipedrive CRM is really easy to get up and running and the setup felt simple from the start. What I personally like most is how it keeps me on top of stalled prospects by sending active reminders so opportunities do not get forgotten. I have also been able to set up automations that help move prospects forward which has made my follow-up process feel much more organized and consistent.

Cons

One area that has not impressed me much is reporting as tracking my efforts can be a bit tricky at times. I also wish there were more customization options since I sometimes feel limited in how much I can tailor it to my workflow. On top of that the Live Chat feature is a paid add-on which can get expensive quickly.

“custom pipelines that fit us

Pros

What I really like about Pipedrive CRM is how flexible it feels for day to day use. I have been able to build tailored pipelines that actually match the way my business works and that has made tracking deals and activities much more relevant to our process. Instead of forcing me into a complex setup, it lets me customize things around the way we already operate which I have found genuinely useful.

Cons

The Mailchimp integration was less impressive than I hoped. I expected it to be more user friendly but I was not always sure if the data had transferred correctly. Plus it was not always clear when information had moved over so that part could definitely be communicated better.

“Visual pipeline keeps us on track

Pros

For daily use visual pipeline are quite user friendly. Plus it helps me and my team stay accountable at every stage and I can clearly see what needs attention next. Because everything is laid out so clearly, I am much less likely to miss follow-ups which has made our process feel more organized and reliable.

Cons

Honestly I don't have much to complain about with this product. the main thing I'd still like to see is a built-in CRM telephony option so I wouldn't have to rely on another tool for calling. That said it still works really well with JustCall so it hasn't caused any major issues for me.

“Powerful tracking for outreach

Pros

It's great for managing multiple projects at different stages, even when they involve many teams. What stands out is how clearly it shows where everything stands at any time so I can stay organized and not miss important details.

Cons

The pricing is a bit on the higher side although I can also see why it costs more. After comparing it with other CRM platforms, I still feel it stands out as one of the strongest options available so the extra expense feels justified overall.

“Fantastic pipeline visibility

Pros

Pipedrive is the best stay on top of multiple projects at different stages of their lifecycle, even when they're moving across a wide range of departments. What stands out to me is how clearly it helps me see where everything is at any given moment so I can keep work organized without losing track of important details.

Cons

I'd still like to see the search function improved. And thoug it works okay but I wish it had more filtering options as I end up scrolling too much to find what I need.

“Pretty simple to use

Pros

What really stands out is how intuitive and user-friendly the platform is from the start. The navigation feels natural, so you're never lost clicking through menus. The setup process is equally impressive. For teams with a clear, simple sales process, you can realistically go from sign-up to a fully operational system in just a few hours, not days.

Cons

If your sales process becomes more complex or you start handling large enterprise contracts, you will likely need to switch to a different CRM. The dashboards also are not very adaptable mainly if you need to combine data from different sources.

“clean interface great for beginners

Pros

What I liked most about Pipedrive was the clean interface. It's really simple even for someone like me who was new to CRMs. The guides and the support team were always there to help whenever I got stuck.

Cons

I didn't have any huge problems but setting up some of the integrations was a real hassle. I ended up having to call support and send a bunch of emails back and forth to get everything working.

“Love the automations feature!

Pros

The automations have been a game-changer. They keep our operations seamless and make sure we never drop the ball with client care

Cons

Setting up automations can be a bit confusing. It also doesn't have a good built-in ticket system so we have to handle that part manually.

“visual pipeline saves time on tracking

Pros

Their visual sales pipeline makes it really simple to track leads. The automation features save us so much time on follow-ups and the email tracking is perfect for fine-tuning our campaigns. It's easy enough for everyone on the team to use even the non-techy people.

Cons

It's missing more advanced marketing automation and doesn't have its own good email campaign tools so you have to connect other apps to run a full marketing funnel. The reporting also isn't great if you need to do deep analysis on your marketing.

“clean and pleasant interface

Pros

The thing I enjoyed most after switching to Pipedrive is its clean and pleasant interface. It is easy to learn, even for a CRM beginner like me. The tutorials and support staff were always there to assist me whenever I hit a snag.

Cons

To be honest I never had a majorly bad experience but getting some of the third-party connections to work was a real hassle. Also it took multiple calls to support and a long email chain to finally get it sorted out.

“Helpful automation that's hard to configure

Pros

Pipedrive CRM automation features are our favorite. They help our operations run seamlessly and make sure we never let anything slip through the cracks for our clients.

Cons

Configuring the automated workflows is not very simple. It also does not have a proper built-in ticketing system, so we have to handle that process manually.

“ideal for non-techy staff

Pros

Their visual sales pipeline makes it really simple to monitor leads. The automated follow-ups save us a lot of time and being able to track emails is ideal for improving our campaigns. Overall it so user-friendly that even our non-techy staff members can use it without trouble.

Cons

It does not include strong marketing automation or built-in tools for running email campaigns, so you need to connect other apps for a complete marketing funnel. The reporting also feels a bit basic to me for doing deep marketing analysis.

“helps keep our team focused!!

Pros

With Pipedrive it's super easy to see exactly what's happening in the pipeline. It keeps the team focused and helps prevent deals from slipping through the cracks.

Cons

Some of the reports aren't very clear. If you need specific numbers or a custom view, it's tricky and you often have to find workarounds outside of Pipedrive.

“Simple automation for organized sales

Pros

I like how you can organize your sales into different pipelines and use automations to make the entire communication process much simpler.

Cons

Well I found the email template builder a bit difficult to use. And the way you create emails felt limiting and was not very simple.

“Clear visual pipeline

Pros

This software makes it pretty easy for us to see exactly what's happening with every deal. Also it helps our team stay on target and prevents potential sales from being forgotten.

Cons

Some of the reports aren't as clear as they could be, which can make them hard to interpret at a glance. The bigger challenge though is that pulling specific figures or creating custom data views is difficult. We often have to export the data to another program just to get the analysis we need

“Unreliable service with terrible customer support

Pros

We used to use Pipedrive as our CRM. However it has experienced major system outages due to issues with Cloudflare and server failures that lasted for several hours. During this time no one in the company could access the cloud-based system. We tried to contact support but received no response, only getting a reply the following day. Because of the outage we had to send employees home and were unable to process any customer inquiries. After discussing the issue with support, we requested a refund for the current month's fees. They informed us this was not possible, a resolution that every other service we have used has provided immediately in similar situations.

Cons

The customer service is hard to get ahold of and is not focused on providing solutions. The value for the money is not there especially with the system outages. Plus they do not offer any refunds for these prolonged service interruptions.

“solid core features

Pros

Really like the easy-to-use interface with customizable pipelines, the fast onboarding, mobile access and how well it integrates with email and calendar.

Cons

The reporting isn't very impressive and the price can jump up when you add the essential features you need. The basic tools are pretty minimal so you might have to pay more to get what you want.

“Huge time-saver

Pros

Having a single spot for all customer info is a huge time-saver. Plus, the ability to schedule tasks ahead of time keeps us organized and proactive.

Cons

We were using the Beta version so we expected a few bugs here and there. Other than that I really don't have any complaints.

“easy online quotes for customers

Pros

It provides an easy way for customers to get online quotes by entering all their info themselves.

Cons

Sometimes our customers don't fill in all the required fields so we end up missing some important information.

“Drag-and-drop that saved my sales

Pros

Pipedrive made sales tracking so much easier for me. I used to lose deals just because I'd forget to follow up. Now everything is right in front of me and I just drag deals from one stage to the next. It's super visual and simple.. that's what I love about it.

Cons

The only minor issue is that it can get a bit slow to load when you have a ton of deals open or you're switching between different pipelines.

“Simple tool for sales teams

Pros

I like how easy it is to use. It's a very simple tool for sales teams.

Cons

You sometimes end up with duplicate contacts and you have to merge them yourself. If you have a huge list of contacts that can be a real chore.

“User-friendly interface

Pros

I am a big fan of its user-friendly interface with customizable sales stages, quick setup, mobile app access and smooth integration with my email and calendar.

Cons

I feel like reporting features are not very detailed and the price goes up when we need to add essential features. The basic tools are also limited which might mean paying more to get the functionality you need.

“Great for centralizing client details

Pros

Having all my client details centralized in one spot was great and I loved the ability to plan my tasks ahead of time.

Cons

Since we were using the Beta version, we occasionally ran into a few bugs that needed fixing but other than that, I do not have any complaints.

“efficient tool!

Pros

It provides a simple method for customers to get quotes online. Plus they can submit all their details through a web form.

Cons

Sometimes our clients do not fill out every field in the forms so we end up missing some important details.

“Simplified and allows visual sales tracking

Pros

Pipedrive simplified sales tracking for me immensely. I used to lose deals simply because I forget to follow up. Now everything is right in front of me and I just move deals between stages. It's very visual and incredibly simple which is exactly what I needed.

Cons

The only minor issue is that it can get a bit slow to load when we have a lot of active deals or are moving between different sales pipelines.

“An easy and user-friendly platform

Pros

I like how easy it is to use. Also it is a user friendly platform that works well for any sales team.

Cons

Occasionally duplicate contacts get created and we have to manually sort them which can be a tedious task if we have a large number of contacts.

“Very user-friendly quoting system

Pros

The quoting system is user friendly and it works well for us in managing document templates with Google.

Cons

I feel like it would be great if it had more advanced features for managing a sales network, affiliated partners and deeper inventory and price list control.

“Clear visual pipeline

Pros

I love that I can get a clear, visual overview of my entire sales pipeline, it helps me stay on top of every deal.

Cons

It's a very powerful system, though it's actually more than I need for my day-to-day tasks at the moment.

“Simple to use

Pros

Honestly, this software is simple to use and very basic. It is my first CRM and I was able to get the hang of it pretty quickly.

Cons

No major drawbacks just occasional minor bugs that usually get fixed very quickly.

“Powerful CRM with a helpful visual design

Pros

It is a powerful CRM. I am a fan of its visual design, the pipeline view is helpful and I especially like the graphics that show when you close a deal.

Cons

Some of my colleagues who are not as comfortable with technology had a hard time learning how to use it.

“provides visual overview of the sales pipeline!

Pros

One thing I really like is that I can get a clear, visual overview of my entire sales pipeline.

Cons

The platform might be a bit more advanced than what I currently need from a CRM.

“powerful contact insights

Pros

This tool is incredibly powerful. The insights are fantastic, it shows you exactly which contacts are generating the most interest, so you always know who to prioritize.

Cons

The user interface could definitely be better but honestly using the software has been a game-changer for us overall.

“worst customer support

Pros

it has a lot of features and is easy to use.

Cons

Customer service is just awful. I've been locked out of my main account for days. They refuse to call you and if you can't log in, you can't even use the chat support. Their AI helper is completely useless.

“great search and data linking

Pros

The search bar at the top is great, I use it all the time to find contacts, deals and companies. I also like how you can customize and link all the data for leads, deals and people.

Cons

I use Pipedrive for marketing. It handles the basics fine for now but I really wish it had better reports for our email newsletters and a way to track if people are clicking through to our website.

“Excellent insights!

Pros

It is an incredibly powerful tool that provides excellent insights and detailed information, helping us pinpoint which contacts are most engaged so we can connect with them effectively.

Cons

Well the user interface has room for improvement but even so, using the platform has been a complete game-changer for our workflow.

“Helps keep all my tasks organized

Pros

I love how it helps me keep all my tasks organized. The seamless integration with Gmail is also a huge plus.

Cons

Nothing too major but I find the mobile app difficult to get around, so I hardly ever open it.

“simple and flexible reporting

Pros

It is simple to extract data and create new reports whenever I need them.

Cons

The interface is not as polished or advanced as what you'd find with a platform like Salesforce.

“Quite simple but a bit expensive

Pros

The CRM software is quite simple to use and user-friendly.

Cons

It gets expensive when we have several users and the built-in email tool is not very good.

“clean and simple design for sales tracking

Pros

Pipedrive has a clean, simple design that is easy to navigate. Plus its integrations with email, calendars and other tools are great and simple to set up which makes it excellent for sales tracking.

Cons

The cost is a bit high for smaller teams and I wish the reporting features were more powerful.

“terrible service!!!

Pros

It is packed with great features but I still find it pretty easy to use.

Cons

Well the customer service is terrible. I have been unable to access my main account for days. They refuse to call you and if you cannot log in, you cannot use the chat. And their AI helper is completely useless.

“The best search bar for looking up contacts!

Pros

The search bar at the top is simply the best. I use it constantly to look up contacts, deals and companies. I also really like how you can customize and connect all the information on leads, deals, people and organizations.

Cons

I use it for marketing. It handles the essentials we need for now but I miss having good reports for our email newsletters and the ability to track clicks from those emails to our site.

“A two-month struggle i finally had to abandon

Pros

One of Pipedrive's strengths was its extensive options and the detailed history it kept of all files emailed to contacts. That said I personally found it hard to use. I tried for at least two months on two different occasions but just couldn't get into the habit.

Cons

It just felt clunky to use. I tried but I could never get into the habit of using it consistently. It seemed like I was always entering the same information in multiple places.

“All-in-one platform!!

Pros

This platform brings a lot of products and functions together in one place, from lead capture and website chat to bulk emails, calendar management and project management. It's a very complete tool that, while not perfect, has become an extremely useful part of my workday.

Cons

My only small complaints are that it doesn't connect perfectly with all my other marketing tools so I sometimes have to manually type in new leads. Also the way you filter and manage groups could be simpler. But honestly these are very minor issues in the big picture.

“Lots of functionality but complex

Pros

This tool offered us a lot of functionality and maintained a detailed history of every file emailed to a contact. However I found the platform difficult to get used to. I tried using it for two months on two separate occasions but just could not make it a regular habit.

Cons

I found it difficult to use and just could not get into a routine with it. It felt like I was often entering the same information multiple times.

“very comprehensive & valuable tool

Pros

It brings a lot of different products and functions together in one place from capturing leads and website chats to sending bulk emails, managing calendars and handling projects. Also it is a very comprehensive tool that while it has some flaws, has become an extremely valuable part of my daily routine.

Cons

My only complaints are that it does not connect well with my other marketing apps, so I sometimes have to add new leads manually. Also organizing my contact lists could be easier. But overall these are just small issues.

“Versatile for client details

Pros

I like that there are several different ways to record details for a client. The note-taking section is great too and I like having a source ID to easily link my account to an external platform.

Cons

Well I would like more detailed reporting options to get a better view of how deals are moving through the pipeline especially for the sales we have already won.

“smooth pipeline management and automations

Pros

Managing the sales pipelines is very smooth and the automations save me valuable amount of time.

Cons

What I like least is that some of the more advanced tools like detailed reports and certain automations are restricted in the cheaper plans and require you to pay for extra add-ons.

“helpful customer support

Pros

Pipedrive is easy to use and understand. It has helpful customer support, automation that usually works well and a special inbox for new customer leads that many other systems do not have. It is also very easy to get started with.

Cons

A major problem for us is that if you delete an old email address from a contacts profile, the entire history of emails sent to that address is also erased from the record.

“Really helpful for my work

Pros

It is easy to manage. It reminds me to set a new activity.

Cons

I have no complaints.

“Setup is too complicated

Pros

It is a very user-friendly software and makes everything pretty simple and straightforward.

Cons

It was difficult to set it up, which was something we didn't appreciate.