Pipedrive CRM Reviews

“Fast CRM deployment”

Pros

Getting from an idea to a fully deployed system takes days instead of months which is a huge advantage. The pricing is accessible and modular and the platform is customizable, secure, simple and reliable. If you still haven't found the CRM you've always wanted, this really feels like it could be the one. It's as simple to use as an iPhone and both the desktop and mobile interfaces are powerful, practical and visually appealing. It doesn't take long before you and your team feel empowered and ready to use it effectively.

Cons

Only frustrating part is that once you see everything it can do and the kind of forecasting it makes possible, you start expecting everyone else to fully use it too. It can be annoying when people don't access all the information that's already set up by default especially when the value of using the system properly feels so obvious.

“Cross-device tracking”

Pros

Across my PC, tablet and phone, this software is incredibly simple to use. I really appreciate being able to connect an activity, like a new sales lead, to a contact and then getting prompted to add notes automatically once a call is completed. It's also very useful that I can schedule a follow-up task, whether that's a call, meeting or email, directly from the app. Another handy feature is adding a BCC address so email exchanges with potential customers get recorded. Considering everything it offers, the pricing is excellent for the feature set.

Cons

Issue I run into is forgetting to BCC the system on emails I send from my external email account although it's easy enough to add that information afterward. It would also be nice to have automatic Gmail integration upstream, unless that feature already exists and I just haven't come across it yet.

“Handy app integrations”

Pros

The calendar and Gmail integration have been really helpful and the mobile app is something I've enjoyed using a lot.

Cons

The limitation is that it doesn't let you send group emails to large batches of contacts.

“Custom team notes”

Pros

After trying and abandoning plenty of other CRMs and similar tools, this is the first one I've genuinely felt comfortable working with and actually go back to for notes. Our entire team has customized the interface so management can quickly get a clear snapshot while everyone still adds useful notes. Since we work internationally, it has also become a key part of our conference calls.

Cons

One thing it really needs is integration with MS Outlook especially the calendar since that's the platform our company uses. Exporting meetings to Google is somewhat helpful but they end up on my personal calendar which isn't ideal. If that gets fixed, it would be very close to perfect.

“Better follow-up tracking”

Pros

One thing this tool does really well for my brokers is keep them accountable when it comes to moving prospects forward and actually following through until they become clients. It helps by prompting them to handle the next steps, whether that means sending a follow-up email, setting up a meeting or staying on top of other important touchpoints.

Cons

Notes section and activity section can be a little confusing at times.

“great reporting”

Pros

Keeping track of deals and activities is pretty easy and the reporting does a decent job overall.

Cons

Integrations feel dull and it still asks for more manual data entry than it really should.

“Simple and powerful platform”

Pros

It's really simple to get the hang of yet still powerful enough to handle just about everything I need from a CRM.

Cons

Interface feels slightly dull in a few spots but it doesn't take away much from the overall experience.

“Better lead tracking”

Pros

It helped me stay on top of my business leads and made it easier to turn them into closed deals.

Cons

Connecting it with the lead form plugin I use on my website to capture lead details was challenging.

“Easy tool but dated automation”

Pros

Unlike a lot of CRM platforms built for huge companies, this one deserves credit for making CRM understandable and practical for regular users. The interface is about as simple as it gets so there's little to no training needed before you can start using it. It also connects well with the rest of your tech stack, whether through built-in integrations or Zapier.

Cons

It doesn't feel like the product has evolved much over the past three years. It may have been innovative when it first entered the CRM space but it now seems like development has slowed and newer technology hasn't really been added. I especially expected more around data automation, data enrichment and funnel automation. In some ways, it feels like little more than a polished, user-friendly spreadsheet.

“Helpful support”

Pros

While we're beta testing a few CRM options, this one has stood out for being very user-friendly and for offering real-time chat. We've contacted their team several times with questions about different features and they've consistently been responsive and open to helping.

Cons

One issue that keeps coming up is with duplicate contacts after our import. We ended up with quite a few of them and only the admin can merge those records into the correct organizations, with no way to handle them in bulk. It's been a pretty tedious process and we may end up relying on a third-party tool like dedupe.ly to sort it out.

“Clear tracking”

Pros

Using this system feels very easy which is easily its biggest strength. That applies both to the admin side and to everyday users. Setting up a pipeline is simple and having all deals organized in one place is finally achievable.

Cons

The reporting part is a bit troublesome. It works fine when a salesperson is using just one pipeline but once they're handling multiple projects with multiple pipelines, it takes extra clicking to get what you need.

“Visual pipeline management”

Pros

Getting started was pretty easy and my favorite part is how the sales pipeline is laid out visually. You can clearly see each stage and move prospects through the process until they close which honestly makes it feel almost like a game.

Cons

If you have never worked with another CRM before, the setup can feel a bit tricky at first. It is not overly difficult but it really helps to take good notes on what you are doing and what you want to build. I always preferred mapping out all my fields ahead of time.

“Supportive but limited tool”

Pros

Honestly, I don't have much positive feedback about this CRM. The one thing I can say is that the support team was helpful.

Cons

When I started a new position, my primary responsibility was setting up a new CRM and I went with this one. It just didn't have the usability or the features I needed to do the job successfully.

“Prospect follow-ups made easy”

Pros

Interface feels very simple and the features for setting up tasks and keeping track of prospect follow-ups are really useful.

Cons

It doesn't integrate with my calendar which means I have to manage everything directly inside the platform.

“Fast email campaign setup”

Pros

This is a tool I'd gladly recommend to anyone doing email marketing. The setup is quick and the whole platform is very simple to use.

Cons

One area that hasn't impressed me is the customer support. It's not that they don't offer help but they really should have ready-made solutions for common issues.

“Simple and customizable”

Pros

One thing I really appreciate about this software is how customizable it is. I'm able to tailor most of the front-end to fit the way I work and that has helped me stay more organized when managing my leads.

Cons

At this point, I don't have any complaints. Everything has been pretty easy and simple to use.

“Clear visibility”

Pros

Layout in this software is one of the best I've used and it makes it really simple to see exactly where each customer stands in the pipeline.

Cons

There's a slight learning curve at first but it's absolutely worth pushing through because of how many features it offers.

“Simple sales tracking”

Pros

Getting the sales team on board was surprisingly easy because the system is so simple and there's been very little resistance around it feeling like extra work. Having the full history for leads, sales, notes and emails in one place has been incredibly valuable especially since it's so convenient to plug in or BCC specific deal email addresses. The integrations are another big plus, both with a wide range of apps and with Zapier for covering more specific needs.

Cons

I do wish the reporting and report calculations had more room for customization for the specific metrics we want to track. That said, it may just be a limitation of the base plan and those options could be available on the higher-tier subscriptions.

“Strong integrations”

Pros

One of the biggest strengths here is the great integrations which really matters for a system like this. It's also fairly approachable to use and gives you the flexibility to organize the contact flow the way that works best for you. Its long-standing position in the market feels deserved.

Cons

Downside is that it still feels a bit rough around the edges. While other competitors put more effort into a polished interface that makes customer work more pleasant, this one looks like it's a few years behind. You can adjust to it over time but the first impression may be a little off-putting.

“Better funnel visibility”

Pros

This CRM feels alive and constantly evolving. It really seems like the founders put in daily effort to improve the product and make customers happier. There's also a warm, lighthearted vibe around the brand that stood out to me, even their promo materials leave you with a genuinely positive feeling. As for the platform itself, it's one of the most innovative CRM systems I've seen especially because of how strongly it focuses on visualizing the sales funnel. That part is particularly impressive. On top of that, the integration options are extensive, the reports are smart and the task and goal tracking features add a lot of value. The mobile app is another big plus since it keeps you connected and gives you access to customer and deal information wherever you are.

Cons

One drawback worth mentioning is the pricing which feels high to me personally. Also some of the really valuable functionality is only available in the Silver and Gold plans.