Pipedrive CRM Reviews

“Clear sales funnel”

Pros

Having a clear view of the sales funnel and dependable sales tracking is what makes this software so useful for me especially when running online marketing strategies. It gives great support for sales projections, report generation and forecasting and the customizable data fields are a big plus. On top of that, it keeps a trustworthy record of customer and business information which helps a lot with staying organized.

Cons

Don't see any major downsides. If anything, the only minor issue is that it may take a short adjustment period to get familiar with how the app works but that really depends on the user's level of experience.

“Quick setup”

Pros

Getting this up and running was very easy and we were able to create deals and quickly understand how to move them through the pipeline from the start.

Cons

It doesn't offer as many features as some other CRMs out there and the integrations we needed weren't always available for moving data between systems. We ended up relying on Zapier to make it work.

“helpful reminders”

Pros

This tool is incredibly easy so you can begin using it right after signing up. One feature I really appreciate is that when you schedule an upcoming activity, it sends an email reminder that same morning which is very helpful.

Cons

Honestly, there is very little to complain about. It's very user-friendly and if my business ever outgrows it, the platform is designed to let you move your data elsewhere without much hassle.

“easy funnel visibility”

Pros

Right away, the interface makes prioritization practical. It gives a quick view of the funnel and its stats and the biggest advantage is how it helps manage the sales team through the task view and filters.

Cons

This tool really seems built only for sales. Trying to use it for customer service is messy especially since there's no ticketing system or anything similar.

“Beautiful interface”

Pros

Interface feels polished and the platform is very user-friendly. Training our sales team was quick and getting it rolled out into our process didn't take much effort either. It also offers plenty of custom field options which makes it simple to customize the system to fit your specific needs. On top of that, the pricing is very reasonable.

Cons

Biggest gap at the moment is integrations which is probably due to how new the product is. I'd especially love to see a proper Constant Contact email list segmentation feature that works natively, instead of having to rely on that dull Zapier workaround.

“Clean workflow”

Pros

Everything feels simple, clean and bug-free. I really enjoy the overall workflow, the onboarding process and the email integrations as well.

Cons

The interface doesn't look especially appealing at first although you get used to it over time. Even so, I still think it could use a full refresh.

“Helpful pipeline visibility”

Pros

The way deals are organized by lifecycle stage makes it much easier to track my team's progress and quickly see which opportunities need my attention. The Timeline View is also really useful for narrowing down the right deals and tasks to prioritize. On top of that, the interface has a clean, minimalist design that's simple to navigate.

Cons

Setting up reports with certain filters or criteria has been frustrating at times. The Google Calendar integration also has a limitation since I can't edit calendar invites which ends up making my schedule feel a bit messy. Mobile performance could be better too since it tends to run a little slow.

“easy mobile access”

Pros

Adding new clients works well whether you want to enter them one by one or bring in a large client list all at once. The bulk import feature is especially helpful and saves a lot of time. Setting up scheduled activities is also easy because the filters let you organize them by importance or priority. On top of that, reminders make follow-up much more manageable. The part I value most is the mobile app which is really useful when you're constantly away from the office and need to keep up on the go.

Cons

Customer support definitely needs improvement because response times are very slow. There is only one phone number available for contact and issues can only be reported through email or online chat which feels limiting.

“Visual sales pipelines”

Pros

It works really well as a sales tool for small and mid-sized companies. It gives a clear overall view of leads and adding customer information is simple, with everything neatly organized by clients and companies. Deals are arranged in pipelines and you can work with just one or set up several depending on your process. Each pipeline can be split into stages based on where the client is in the journey and every stage holds the deals representing a negotiation, quote or potential sale that is ready to move forward. Having all potential customers on one screen makes the whole process feel visual and practical and it helps a lot with keeping track of deadlines and avoiding confusion about previous conversations.

Cons

There are no major downsides that stand out especially since the developers keep releasing improvements. The one gap I still notice is the lack of integration with social platforms such as LinkedIn and Outlook integration would also be very valuable. Another limitation is activity follow-up when there is no open deal attached. The system is very deal-focused so if you want to use it more broadly as a CRM, it does not feel all that practical.

“Flexible templates”

Pros

One of the best parts of this software is how much room it gives you to build templates, custom forms and fields, plus labels and checklists exactly the way you need them. Importing and exporting data connects really well which saves time. Campaign setup is easy and whenever a question comes up, the automated support center is there and usually has the answer. On the rare occasion it doesn't, you can actually call and talk to a real person who will help. They also run several webinars every week so there's always a chance to pick up something new. It's user-friendly enough that even the president can use it.

Cons

My only real complaint is with customizing fields. At times, it takes too much back-and-forth to enter the data and then organize it alphabetically. There's also no option to duplicate fields which would help a lot. In our case, when we regularly have primary, secondary and tertiary salespeople sending us leads, we have to build each field manually and enter a salesperson three separate times just to keep all the forms consistent.

“Easy funnel and lead tracking”

Pros

From the simple funnel-style interface to the Slack integration, this platform has completely changed the way we manage leads and keep up with activity.

Cons

Email integration could use a little more improvement so we wouldn't need to depend on another tool for drip campaigns.

“Follow-ups never slip”

Pros

One thing that really helps is the way it reminds me to add follow-ups which keeps leads from being overlooked or slipping through the cracks.

Cons

In my opinion the email integration and templates still need some work. I'd love the option to tweak and personalize templates a bit each time without messing up the formatting.

“Cloud team collaboration”

Pros

Being able to work together with my teammates on sales projects in one place has been really valuable. We can also share folders on the same platform and keep everything saved in the cloud which makes collaboration much more convenient.

Cons

One thing I'd prefer is the option to purchase the software outright. I'm not a fan of having to adjust it based on the number of people on my team and keep up with monthly subscription costs.

“Quick setup”

Pros

This platform took very little time so onboarding was fast and easy. Within a month, I had a team of six using it regularly without much trouble.

Cons

The UI and overall layout aren't really my favorite. It's simple enough but it doesn't look as polished or as clean as Trello or Favro. At the very least, I'd like to see the color scheme updated soon.

“Flexible pipelines and helpful support”

Pros

Getting this up and running took hardly any time and customizing it was just as easy. The drag-and-drop setup makes it very approachable so there's no need to sit through tons of training videos and it adapts well to the way your company works with custom fields and pipelines. I even use it to build web pages by sending customer data from Pipeline through Zapier into Webflow automatically. The support team has also been really helpful and I'd definitely recommend it.

Cons

One limitation on the Gold plan is that the built-in email feature still doesn't support text formatting although it sounds like that update is on the way.

“Fun design”

Pros

After using this CRM for a few months, I can say it gets the job done well. It's efficient, fairly simple to navigate and the design has a fun feel to it.

Cons

It looks very similar to many other CRM platforms. Based on what I saw on their website before trying it, I was expecting something a bit more distinctive.

“Gmail-friendly workflow”

Pros

This tool is incredibly fast and customizing it to fit a specific workflow takes very little effort. The Google integrations work really well and overall it feels dependable and hassle-free. I also appreciate that it stays out of the way and lets me work where I'm most comfortable, usually from my inbox instead of living inside the CRM, while still giving me quick access to the data, reporting and stats I need. It fits naturally into the way I work and does exactly what I need it to do.

Cons

One thing I still haven't been able to get working properly is full inbox syncing. Because of that, I rely on the BCC option instead which honestly does the job and has the added benefit of letting me choose which emails should be synced and which ones don't need to be. Every now and then, an email also fails to link automatically to a deal even when the contact's address is already associated with it. That can be a little frustrating but it happens rarely enough that it's not a major issue for me.

“great email tracking starter”

Pros

Built with a clear purpose in mind, it handles that job really well. It's a really practical way to start tracking emails without dealing with the setup and installation that come with a full CRM.

Cons

It has definitely added more features over time but we still eventually needed to move on to a platform with a bit more functionality.

“Better sales cycle organization”

Pros

Right away, this application feels like a very easy tool to work with. It speeds up the process, helps guide the workflow effectively and makes it possible to take advantage of many opportunities to organize sales cycles well within the commercial area.

Cons

A few current limitations make customization during setup a little complicated. I also haven't noticed any real software errors but in my opinion it still isn't very functional for administrative tasks.

“Feature-rich and user-friendly”

Pros

Using this product feels very easy which is something I really appreciate. It already includes most of the features users typically need so it covers a lot right out of the box. Overall, it's a really great product.

Cons

Honestly, there isn't anything in particular that I dislike about it. It's been very useful overall and I'd definitely recommend it as a worthwhile tool.