Pipedrive CRM Reviews

“Beautiful sales workflow”

Pros

Coming from a background in graphic design and IT consulting, I really appreciate software that looks polished and works the way it should and this does both. It genuinely feels like sales software built by people who understand sales rather than engineers trying to force everything into a relational database. The workflow feels convenient and friction-free and it doesn't take hours of customization before it becomes useful the way many of the bigger CRMs do. At the end of the day, my job is to raise money for charity, not spend my time wrestling with databases.

Cons

The one thing I still miss is a feature similar to Salesforce Campaigns. If that were included, I'd use it not only for fundraising but also for tracking our interactions with beneficiaries.

“Map view and goal tracking”

Pros

One of my favorite parts is the map option along with the simple pipeline/drive view but there's a lot more to appreciate. It's very user-friendly, highly interactive and works really well for both visual thinkers and more analytical users. It's also excellent for setting goals and keeping track of progress.

Cons

Honestly, nothing major comes to mind. The only minor issue is that the map view can be a little awkward to use on a laptop though it works perfectly in the app and on a tablet or Mac.

“Better follow-ups every day”

Pros

This has been a really worthwhile tool for the price. It keeps everything organized, sends me a morning email so I know what's coming up in my day and reminds me right when each call is due. Having the full history of every person in front of me before I reach out also makes a big difference and helps me close more deals.

Cons

At times, a mobile app update can temporarily slow down a feature but it's usually resolved in the following update.

“Helpful tutorials”

Pros

Tutorials are very user-friendly so you can get into a practical, working version of the app right away and adapt it easily as new ideas come up.

Cons

I still have to enter information twice from Outlook and if there's a way to keep contacts synced continuously, I haven't figured it out yet.

“Lead tracking made easy”

Pros

Keeping my sales leads and process organized electronically has been really convenient. I can quickly pull up a contact or business, see the last conversation we had and review any notes I recorded which helps me stay on top of follow-ups.

Cons

At times, I don't end up needing every tab included in the lead process.

“Affordable and practical”

Pros

Using it has been easy and it gives me the features I actually need without making me pay for a bunch of extras I'll never use.

Cons

It does exactly what I need it to do and fits in well with our CRM workflow so I really don't have any complaints.

“Great deal tracking”

Pros

Running a mortgage company, this has been fantastic for keeping tabs on deals and clients while making sure everyone always knows what's happening at any moment. It's simple to use, quick to update and lets us set tasks and hand clients over to other colleagues which makes it possible for multiple people to work on the same case at the same time.

Cons

We've been very happy with it and haven't run into any negatives so far.

“Quick to learn”

Pros

With an engineering background and very little CRM knowledge, I was able to pick it up and start using it without any trouble. It barely took me any time to get familiar with the software.

Cons

Honestly, after using this platform for the past 5-6 months, I haven't come across any drawbacks at all.

“Visual setup and support”

Pros

Right from the start, the platform feels very visual and easy to follow which makes it simple to understand and use. It also does a really good job of keeping users accountable. On top of that, the live customer service chat has easily been one of the most helpful and responsive support tools we've dealt with.

Cons

At first, it can feel a little overwhelming if you're not already familiar with this kind of CRM, mainly because so much of its value comes from how customizable it is and how much you're encouraged to tailor it. That said, there are plenty of useful video resources available and the support team is excellent.

“Top CRM support”

Pros

Choosing a CRM can feel overwhelming which is exactly why I wanted to leave a review. Our business has a pretty specific setup since we deal with a complex insurance product and this system has worked really well for us. It helps us handle customer relationships while also keeping our broader workflow organized. It's user-friendly, affordable and the support team has been outstanding.

Cons

Honestly, there's not much to complain about. From time to time, there are technical glitches but the team is always proactive about communicating what's happening and letting us know how they're working to resolve it.

“Powerful sales pipeline”

Pros

Working with the sales pipeline has been a really positive experience. It's a strong fit for small and medium-sized sales teams and I believe companies in that space would benefit a lot from adopting this software.

Cons

The only downside is that the pricing feels a bit high for very young companies that may still want to take advantage of what the software offers. It would be appreciated if the cost could be adjusted slightly lower.

“Handy appointment reminders”

Pros

Best part for me is how simple it is to use. Managing appointments is very easy, you just enter the time and note what you need to do, whether that's calling someone, visiting them or something else. It's also really convenient that you can connect your Google account and I appreciate getting a notification on my phone when an appointment is coming up soon.

Cons

One thing that bothers me about this software is how it handles changes inside an appointment. If I update the type of activity, like switching it from a call to a visit, the program doesn't automatically reflect that change in the list as well. The old status stays there instead.

“Outlook integration”

Pros

Fact that it works as a standalone CRM while syncing flawlessly with Outlook has been a huge plus. It's flexible enough to customize around the way you work and the mobile experience is just as great. Closing a deal in it actually gives you that extra boost of excitement to go after the next one.

Cons

Nothing major has really been an issue for me. If I had to point out one thing, I'd love to see a more optimized search function in future updates.

“Slack-ready dashboard”

Pros

Clean and clutter-free design made this software stand out to me. There are plenty of other tools for tracking sales and managing the process but a lot of them feel outdated or overly dull. This one gives a clear, polished view of real-time results which makes a big difference. The Slack integration is also a major plus.

Cons

At this point, I honestly haven't run into any real downsides. Even the learning curve has felt pretty light compared with switching over to other software.

“Flexible CRM filters”

Pros

Getting around this CRM is easy and the flexibility is a big plus. I really appreciate being able to manage data effectively and set filters on practically every field which makes the system very useful for day-to-day work.

Cons

There really isn't much to complain about, honestly. If I had to mention one thing, it would be the option to handle VoIP calls directly inside the platform.

“Great value tool”

Pros

Usability stood out. Customizing it is easy, it supports a wide range of features without locking you into one approach and it delivers some of the best value for the money.

Cons

One area that still feels limited is the mail functionality. It would be much better if there were direct integrations with Mailchimp or Constant Contact.

“Follow-ups that win”

Pros

Right away, it helped me tackle the pile of emails that had been sitting untouched in my inbox. It made it simple to clear them out and kept me on track with regular follow-ups. On the very first day, I reconnected on a deal that had been stuck in my inbox for too long and that follow-up ended up turning into a project. It's also very user-friendly.

Cons

It doesn't come with as many features as HubSpot but it's much more affordable and still covers the tasks that matter most to me.

“Smart segmentation and testing”

Pros

Segmenting customers is easy and running A/B tests to identify the winning campaigns works really well.

Cons

I don't have any major complaints. Sure, it could offer more templates and third-party integrations but the pricing is much better than most competitors especially if you sign up during a promotion.

“Clear lead visibility”

Pros

Having a simple way to visualize the current lead flow makes it much easier to stay on top of the sales process and instantly know what's happening at any given moment.

Cons

The basic plan doesn't include fully complete analytics so reporting feels somewhat limited unless you upgrade.

“Email integration that works”

Pros

Plenty of users rave about the drag-and-drop lead pipeline though to me it felt just okay. Where this software really delivers is the email integration. I can create leads, schedule appointments and handle follow-ups with a single click and that's been a huge help. The support team is also outstanding, very knowledgeable and incredibly quick to respond.

Cons

One downside is that support operates on European business hours which means I sometimes have to wait quite a while for help when I need it.