Pipedrive CRM Reviews

Pros

Using this CRM has been an excellent experience. It's very simple, simple to use and it really helps align daily work especially when it comes to tracking management tasks and planning the business. Its features also make it possible to customize the system based on your specific needs.

Cons

Working with this tool has been genuinely excellent and I honestly don't have anything negative to point out. The customer service is also very good and I hope it stays that way.

Pros

After working with a long list of CRM platforms, this one ended up being the best fit for how I actually work. As a bag-carrying manager, I need something that helps me move things forward instead of feeling like another system I have to constantly maintain after a long day on the road. This tool does exactly that. A major requirement for me was a mobile app that could automate a large share of my activity load and when I did my evaluation about two years ago, the other options just didn't measure up. I've previously used NetSuite, Salesforce, Goldmine, Act, Siebel, Onyx and Oracle so I came into the process with plenty of CRM experience. Before deciding on this one, I reviewed 11 different products, including CXM, eSalesTrack, Insightly, NetSuite, Nutshell, PipelineDeals, Pipeliner, ProsperWorks, ReallySimpleSystems, Salesforce and Zoho.

Cons

One downside is the lack of a test environment for validating partner integrations and data exchange.

Pros

Using this platform has been very easy. Collaboration works really well, communication is convenient, the analytics are useful and the integrations add a lot of value.

Cons

I honestly don't have any complaints about this platform.

Pros

It was very easy to use The platform is powerful, with workflow management and task features that cover a lot and the lesson series is genuinely useful.

Cons

Marketing tools, along with a few other features, are better handled through third-party services.

Pros

Our sales team has become much more efficient using this system. The interface is very user-friendly, customization options are great and the statistics and reporting features are genuinely useful for tracking performance and progress.

Cons

It still doesn't offer quite as much flexibility as some competing systems. Updating the status of leads could also be more easy than it is now.

Pros

It's been really helpful for getting a better understanding of our sales funnel and how things are moving through it.

Cons

There aren't many third-party integrations available which makes it a little harder to use alongside other software.

Pros

Getting started with this was the biggest win for us. Our team was very small at the time and it was incredibly simple for everyone to use right away. I also really appreciated having multiple pipelines since they let us work with the different ways we sell our products.

Cons

Customer service was easily the weakest part of the whole experience. You can read more about what happened in my experience below.

Pros

The platform comes with a polished design, great email integration and a visual sales pipeline that's clearly been planned out well. The automation features are especially useful because they free up more time to focus on actual selling. Another big plus is how customizable the whole system is.

Cons

There isn't any specific issue that really stands out to mention.

Pros

It was simple to use and even just during the free trial, it seemed like a really useful system for managing and keeping up with sales contracts.

Cons

While signing up for the free trial, I entered my email address and the page went blank so I kept having to reset it.

Pros

Being able to tailor this to our organization and the way we work has been the biggest advantage. Since our company operates a bit differently, it fits us really well in ways other CRM platforms just couldn't adapt to.

Cons

Setup can feel a little overwhelming and confusing at first but that also gives you a chance to learn the system properly and get comfortable with it right from the beginning.

Pros

Getting the sales process up and running in this tool is very easy. The activity-based layout is especially helpful and makes it much easier to keep track of leads and stay on top of follow-ups.

Cons

Filtering options aren't the most simple at first but after learning how they work, they make it simple to locate the exact data you need.

Pros

Switching over from another system turned out to be a really positive move. This platform is incredibly flexible, you can customize practically everything and keep tabs on absolutely everything too, from emails and notes to events and activities. It also allows multiple deals to be created for the same contact which is a huge plus. On top of that, the customer support is top-notch, they handle issues quickly and genuinely go above and beyond to help.

Cons

One thing that's missing is bulk emailing which is a bit frustrating from a sales standpoint although it does integrate with other tools that can handle that. There's also no integration with texting platforms so text conversations can't be tracked.

Pros

Being able to clearly view both my personal targets and the team's goals has been really helpful. I can also keep track of all the deals I'm working on now, along with the ones from the past, in one place.

Cons

The initial data transfer was a bit challenging but that's fairly normal when getting started with any new software.

Pros

Using this product to track clients and prospects has been a good experience. The pipeline concept really works well because it lets you visually add potential customers to your list and keep everything organized.

Cons

One of the biggest issues, like with many CRMs, is still data entry. Importing and exporting lists is not very user-friendly and there's no automated way to bring data into the CRM.

Pros

Keeping my client work organized and staying on top of progress is really easy with this.

Cons

It would be even better if there were a simple checklist that could be customized and reused for every client.

Pros

Working with a group is where this product really shines. It's very accessible and everyone can contribute their own input to the project without much hassle.

Cons

Getting around the platform and locating specific things can be a little tricky at times but with the right training, that issue is mostly avoidable.

Pros

Out of all the Sales CRMs I've used, this one is by far the most easy. It's simple, highly visual and genuinely ready for integrations right out of the box. More than anything, it gives the clearest view of how leads are moving and progressing through the pipeline ,)

Cons

Reporting has improved a lot and now offers plenty of ways to pull data which is really useful. The one area still catching up is visualization especially when it comes to graphs. It's definitely improving but it's not fully there yet.

Pros

This CRM keeps things simple while still being really effective and the mobile app is easily the best part about using it.

Cons

Honestly, I don't have any real complaints, if you're willing to spend a little time learning it and making the most of it, it absolutely gets the job done.

Pros

Started using this as a simple CRM to keep up with sales and leads and it handled that purpose well. There's plenty of room to add a lot of detail when needed which can be useful. I also appreciated being able to move deals back and forth easily and the Zapier integrations were a nice bonus.

Cons

At times, the amount of detail available felt a bit overwhelming. The system sometimes asks for more information than I really wanted to enter and I would have liked to see more options for customizing the fields.

Pros

Even someone new can handle the basic sales tasks without getting lost because the interface is very easy and simple to follow. You really only need more advanced knowledge when it comes to bigger actions like uploading data or making edits.

Cons

The only thing I'd add is some kind of built-in messaging feature or email integration.