Pipedrive CRM Reviews

“Clean layout”

Pros

The layout is easy and uncomplicated. If you're planning to add it to your sales process or roll it out to your team, there's barely any learning curve at all.

Cons

Every now and then, it had small glitches that would log me out even though I was already signed in. It wasn't anything major or serious enough for me to hold against them.

“Fast search and updates”

Pros

Search results come up fast and creating new records, whether they're leads organizations or deals, doesn't take much time at all. Updating fields is just as easy and hassle-free.

Cons

Only thing that feels a bit unnecessary is having to create a filter every time I want to sort people or organizations by a specific condition.

“Great CRM for small teams”

Pros

Running this CRM on a small business team was incredibly helpful especially for keeping our data organized. The filtering tools are excellent and the customization options give you a lot of flexibility.

Cons

The only downside is that customer support could be improved and a bit faster to respond.

“Handy calendar sync”

Pros

Been useful for keeping my work stuff organized and the Google Calendar sync is a nice feature to have.

Cons

It still doesn't handle duplicates and parts of it feel a bit confusing. I also wish the workflow was more aligned and there are times when it doesn't work properly.

“User-friendly dashboards”

Pros

Right away, this sales management CRM feels approachable and visually well designed which makes it much less overwhelming to work with. It's one of those uncommon CRM tools I can confidently guide even my less tech-savvy clients through without running into problems. The dashboard looks clean and well put together and it does a really nice job of helping manage leads and keep pipelines organized.

Cons

At first glance, the system can seem simpler than it really is and because it includes quite a few features, getting the most value from it takes a great understanding of how an effective sales funnel works.

“Sales tool that works”

Pros

Just getting started with it and I'm already impressed by the sales-driven CRM templates and how simple it is to use. The design feels well thought out and it has really helped align my sales decision-making.

Cons

It comes packed with features and at this point I still haven't been able to identify anything I specifically dislike about the software.

“Excellent customer data control”

Pros

Having this level of control over my customers' data has been a big plus. It helps me stay more productive throughout the day while also letting me treat each client as an individual and offer promotions and products based on the information I have.

Cons

One thing I do wish was better is access to customer service. There are times when I'm working outside normal business hours or on weekends and if something goes wrong, I have to wait until certain hours to troubleshoot it.

“great deal tracking”

Pros

During the time I was handling deal renewals, I used this platform until our company eventually created its own software for tracking sales deals. It covered the basics well and did what we needed for easy deal tracking. I also appreciated that it could be integrated with Front.

Cons

Overall, the platform feels like it could use a refresh to make it more simple. It's fairly basic which I understand may be intentional but there were definitely moments when I wished it had been simpler to navigate and use.

“aligned sales tracking”

Pros

Having a clear, aligned view of the entire sales process makes a big difference and the email integration is a real game-changer since it keeps all communication organized in one place.

Cons

The only downside is that the per-user pricing feels a bit expensive especially when paying for it on a monthly subscription basis.

“Great for small teams”

Pros

A really good match for small businesses especially since it's customized to suit the type of business you run. It also doesn't take much training to get started which makes it practical for teams that want to begin using it quickly.

Cons

We've only used the free version of the software and honestly, there haven't been any major issues with it.

“Easy contact imports”

Pros

Getting contacts into the system is really easy and creating new, unique deals that can be assigned to those contacts is just as simple.

Cons

I couldn't find a bulk email option so sending multiple emails takes more time than it really should.

“Quick setup and integrations”

Pros

Compared with a few other CRMs we tested, this one is much simpler to understand and actually use. You can get started with it right from day one which is a big plus. Another thing that works really well is the availability of integrations.

Cons

Other than the pricing, I really don't have any complaints about it. When compared with Salesflare, it does feel a bit more expensive.

“Practical and user-friendly”

Pros

Right from the start, it felt very practical and easy to use. Importing all of our contacts was simple and even people who aren't very tech-savvy can pick it up quickly. Definitely worth trying.

Cons

We've run into a few issues with the sync features and responses from the support team can take a little longer than expected.

“Perfect sales tool”

Pros

The standout for me is how simple it is to use. I had been hesitant to roll out a Sales CRM because I'd heard so many stories about platforms like Salesforce and other CRMs becoming overly complicated while my own needs were fairly easy. Once we started using this, the team got comfortable with it in just a few days and that's when I knew it was exactly the right fit for what I needed.

Cons

The only downside from my side is the pricing. It feels a little expensive for a young startup especially in developing countries like India.

“Fast setup”

Pros

Gets up and running quickly and using it feels very easy from the start. It's simple to begin with and doesn't take much time to learn.

Cons

Silver package is missing some important features that really should be included.

“Reliable email tools”

Pros

Email integration, email tracking, Google Apps integration and the powerful API have all been really useful. It feels dependable and secure which makes it even better to work with.

Cons

Every now and then, the reporting tool seems a bit buggy.

“Fast search and records”

Pros

Being able to use the search bar is my favorite part of this software. I can enter an authorization number or a patient's name and all of the related information comes up right away.

Cons

The part I like the least is the stage where the claim turns red which feels like a rotten stage in the process.

“24/7 helpful support”

Pros

Customer support is friendly and available anytime which has been a big plus.

Cons

It still can't manage recurring subscriptions or set goals for each product and I'm also not sure how to use the workflow automation since there aren't any ready-made templates available.

“Detailed sales management”

Pros

It's a helpful platform for managing all your sales while keeping specific details organized.

Cons

Even though the platform is well built overall, it's not very easy to use.

“Simple with iOS support”

Pros

Getting started with it is very easy and it doesn't require any training since you can pick it up right away. There are plenty of color options and the iOS app works really well too.

Cons

Some useful tools like email sync and email tracking are locked behind the Gold upgrade. The filtering can also be a bit frustrating at times because you have to rely on setting up predefined filters.