Pipedrive CRM Reviews

“perfect for startups”

Pros

Working with start-ups, this feels like the right fit for smaller businesses. It gives the level of transparency we need, helps drive sales and handles reporting really well.

Cons

A few tab configuration suggestions tailored to specific industries would make it even more useful.

“Feature-rich but generic”

Pros

It comes with plenty of features to help organize a sales team.

Cons

At the same time, it felt somewhat dull and a little surface-level. There were a lot of tools we never actually needed while the software was missing the specific organization and task assignment functions our business really depends on.

“Great lead follow-up”

Pros

Using it feels very easy and it helps make sure no leads slip through the cracks during follow-up.

Cons

Honestly, there's nothing about it that I don't love! ,-)

“Helpful customer follow-ups”

Pros

It helps me keep up with customers and manage my work overall and it also saves my data along with all customer information.

Cons

I haven't run into any issues so far, at this point, it feels very useful and helpful.

“Better than spreadsheets”

Pros

After switching to this, I completely stopped relying on Excel and other spreadsheets.

Cons

User sharing feels limited and the minimum requirement of giving access to around 10-20 users is restrictive.

“Helpful reminders and contacts”

Pros

Keeping my customers and prospects organized in this software was really useful. I also appreciated being able to set up separate lists for different purposes. Since we regularly call customers back and do follow-ups, the reminder feature helped me stay on top of those tasks and not forget them.

Cons

Getting around the system and understanding the best way to organize everything was a bit confusing at the beginning.

“simple workflow”

Pros

Everything works the way you'd expect it to. The platform feels simple, with interactivity in all the right places so it's easy to understand and use.

Cons

One issue comes up when importing deals from a CSV file, the system won't create a deal unless a contact person is assigned which means the deal doesn't get uploaded. Because of that some deals can be missed during import.

“Quick record updates”

Pros

Keeping information entered and records current has been really simple which makes a big difference. When something is quick and easy to use, I'm much more likely to stay on top of updates regularly.

Cons

I'm still getting familiar with the software and at this point I haven't come across anything I dislike.

“Visual pipeline management”

Pros

Right from the start, this has been very easy to use. Each deal comes with its own email address so I can always Bcc it in my emails. The sales pipeline also looks really good on a larger screen and feels very visual.

Cons

Don't have any complaints. Unlike a lot of other CRMs that feel tough, this one doesn't require entering a ton of information.

“Helpful daily reminders”

Pros

Navigating it is very easy. It keeps me current on every customer, every job and every organization we work with. Since we handle hundreds and hundreds of deals and customers, it feels like a little assistant that shows up each morning with all of my daily activities and reminders neatly laid out for me.

Cons

Honestly, it's tough to come up with many downsides. On rare occasions, it seems to lose connection to the servers or something similar. When that happens, we usually just wait about 10 minutes and everything is back online.

“Simple setup for teams”

Pros

Getting started with it is very easy and the setup process doesn't take much effort. It works really well for a small team.

Cons

It only lets you manage the sales funnel so marketing activities can't really be handled within the platform.

“Quick customizable setup”

Pros

The interface is user-friendly, the platform is simple to navigate and there's plenty of customization available. Getting everything set up was also pretty easy.

Cons

Email tracking could be better and connecting it with other apps isn't as convenient as it should be.

“Fast and simple”

Pros

Using it feels natural right away. It handles imperfect data really well, responds quickly and stays quietly in the background without forcing me to change how I work. Whenever I need a feature, it is there instantly.

Cons

I would definitely use it more on my iPad but the hardware keyboard shortcuts in the app could be much better. On the iPhone though, it works well since the app is designed as a fully touch-based UI.

“convenient and user-friendly”

Pros

Nothing beats how simple this program is. It's easy and very user-friendly.

Cons

Honestly, there's nothing I dislike about this software.

“Limited and awkward”

Pros

Compared with stronger options out there, this is probably one of the less expensive choices. The API integrations are great though and if you're technically inclined, you can get customized integrations set up and running without much trouble.

Cons

Missing features, along with how difficult it is to use, are the reasons it isn't my preferred option.

“Powerful data tracking”

Pros

Right from the start, the platform stands out for its excellent data capture capabilities and unlimited content storage. Accessing the portal is very quick and easy and it also supports data analysis and presentation in a distinctive and effective way.

Cons

A downside is that some information cannot be opened at times and the privacy concerns are serious since anyone may be able to access your data content. It also lacks reliable ways to secure or recover data or information that gets lost by accident.

“All-in-one sales tracking”

Pros

Everything feels more aligned with this simplified, all-in-one CRM. It has excellent tools for keeping sales on track, whether you're an individual salesperson or managing things at the company level. One feature I really appreciate is the automated pop-up that pushes the next step forward.

Cons

The downside is the cost can get pretty high especially when you have a large sales team that all need user access.

“Clean setup”

Pros

Interface feels very user-friendly and doesn't try to make things more complicated than they need to be.

Cons

I'm not sure whether this already exists but it would be really useful to assign team members to projects and have a dedicated screen showing each person's stats across different projects and their various statuses.

“Powerful client tracking”

Pros

Across our entire sales process, we used this CRM and it handled everything really well. It could store an impressive amount of client information, far more than what our current CRM is capable of.

Cons

Interface wasn't its strongest point and it could have been a little more simple for new users to find their way around.

“Reliable and user-friendly”

Pros

Between the Google and email integrations, the reliable performance and the mobile app, this platform has been a really great option. It's very simple to use, the support team is excellent and having a free trial available made it even better to get started.

Cons

I haven't come across any downsides at this point, as the app has been very powerful overall.