Pipedrive CRM Reviews

“Project organization done right”

Pros

In my opinion getting started with it feels effortless and the way it organizes the projects you create is excellent. Everything I need to keep track of stays right at my fingertips which makes staying on top of tasks really convenient.

Cons

There really isn't much to criticize. If I had to point out something, it would be that it feels almost too simple to use and I'd welcome a few more features added in.

“excellent client organization”

Pros

Keeping client information organized is much more manageable with this tool and it also helps track the work of sales executives effectively. Overall, it's a very useful system for keeping the company organized.

Cons

A few upgrades would make it even more practical, like adding a search function for custom-created fields or allowing those fields to be used for statistics. That would improve usability quite a bit.

“Helpful visual pipeline”

Pros

Creating opportunities is easy and the visual progression looks really good while making it easier to map out the day. Changing next-step options is simple which helps keep everything organized.

Cons

Initial setup isn't very customizable at first although it can be done with some effort. The notification system can also get a bit annoying for users.

“Great fit for smaller teams”

Pros

It is very easy to use which is a big plus. For smaller companies, it feels like a better option than Salesforce and the learning curve is minimal. That matters a lot in workplaces with high turnover where new people need to pick it up quickly.

Cons

It's not the best choice for large enterprises because it lacks some customization options. Aside from that, there aren't really any major problems with the software.

“simple workflow”

Pros

Right from the start, the interface feels very easy and nicely designed. The mobile app is also quite good and the whole system is simple enough to use without needing any kind of tutorial.

Cons

The downside is that the paid plan still feels limited and misses some important features. Even though the design is user-friendly and polished, it doesn't feel functional enough for businesses especially from a management perspective.

“Follow-up tracking boosts sales”

Pros

Using this CRM has been a big help for our team. It has cut down the amount of time we used to lose entering account details and related data. I'm also able to keep track of emails and stay on top of follow-ups much better and those reminders built into the customized CRM have helped us increase sales.

Cons

One thing I still wish it included is a built-in dialing system for reaching customers directly from the software. It doesn't offer direct calling options and that feels like the missing piece that would make it much more useful for a call center.

“Starter-friendly CRM”

Pros

Compared with tools like SalesForce and Infusionsoft, this one feels much more easy to work with. It's a really great CRM for beginners especially for a startup that doesn't need a lot of automation right away.

Cons

That simplicity does come with some trade-offs in functionality. Next to the larger CRM platforms, it falls short of doing everything it could potentially handle. I'd still recommend giving it a try if you're just getting started but as your business expands, you'll probably want to explore other options.

“Flexible interface”

Pros

The interface feels polished and user-friendly and the built-in features are genuinely useful especially the integration with Google apps. Another strong point is how customizable it is, with different levels that let you adapt it to specific needs.

Cons

It won't be the right fit for every business, mainly because the platform doesn't bring sales and marketing together. In today's environment, that can be a pretty significant limitation.

“Versatile email and CRM toolkit”

Pros

It works as a multifunctional email management tool that covers several needs in one place. You can use it for managing a sales pipeline, running outreach campaigns and even as a CRM which makes it very practical.

Cons

Only thing that could use a bit of work is the filtering side especially some of the related functions. Other than that, I really do not have any major complaints.

“Simple lead management”

Pros

Using this product has been really easy. After generating leads, I'm able to keep track of each one and manage them whenever needed without any hassle.

Cons

One thing that needs improvement is that a few features don't work properly or aren't compatible with my Mac desktop. Because of that, I have to rely on Google Chrome every time and I hope that gets fixed.

“Powerful deal tracking and email sync”

Pros

The drag-and-drop setup for managing deals and records makes day-to-day work much more practical and the email integration has been especially valuable. It also handles customer management well and includes appointment scheduling so it covers the key parts of my workflow in one place.

Cons

I don't have any complaints. I've been using the software for the past five years and everything I hoped for especially email integration, has been added and implemented well.

“Fantastic UI”

Pros

Getting started with this was quick and easy. The integration options are excellent, the calling system works really well and our entire sales team ended up loving the interface and the feature set.

Cons

Mobile app and mobile web version feel quite slow. I gave both a few tries but at this point I prefer using the web version for everything.

“Project and income visibility”

Pros

Keeping tabs on upcoming projects and income streams is really convenient. I can quickly see every project in one place, where each one stands and which people still need follow-up.

Cons

Email side didn't work as well as I expected. Sending mass emails to specific groups wasn't very convenient and I also couldn't tell whether someone had actually opened or read my email.

“easy to use!”

Pros

Right away, this tool made handling my sales much simpler than it used to be. The features are easy to use, the interface feels very user-friendly and the integration with Google services is probably the part I appreciate the most.

Cons

There really are not many downsides but a couple of things could be better. It would help a lot to have more filters available for sorting prospects and I also think the price could be a bit lower.

“Client retention and growth boost”

Pros

As our business started growing, it became really important to do more than just manage a client list. We needed a way to strengthen client retention, stay on top of our goals and keep everything organized. A CRM is a must for any modern business and this software has been an excellent step forward for helping us do that.

Cons

If you already have an established company and a full client list, getting everything set up and adjusted the way you want can take some time before you're fully up and running. Still, the effort pays off in the end.

“Responsive support team”

Pros

Whenever I ran into a question or an issue, the customer support team was fantastic. There was always someone available on chat and I really valued how quickly they were there to help.

Cons

Email integration was unreliable and had syncing problems quite often. At times, messages between the platform and my email account would not sync correctly which led to duplicate emails being sent to clients and prospects without me realizing it until later. That was pretty embarrassing.

“Friendly app”

Pros

The interface feels simple and user-friendly and nearly every feature can be customized to fit different needs. On top of that, the mobile app has been extremely helpful to use.

Cons

Considering the limited functionality, the price feels fairly high. The reporting side can be a bit confusing at times and customer support could definitely be better.

“Sales-focused CRM that delivers”

Pros

Being web-based is a big plus because it lets users log in and work from almost anywhere. Another thing I really appreciate is how strongly focused it is on sales. Choosing the right CRM really depends on your goals and if boosting sales is the priority, this one fits very well. It clearly feels like it was built around what salespeople actually need.

Cons

If I had to point out one thing, I'd say the filtering features could be improved a bit. That said, only if I really need to mention something, overall, it's a very great tool and I'm generally very satisfied with using it.

“Reliable platform”

Pros

It has been very easy tp use which is a big reason it was selected as our social media tool. The fact that a hospital is using it says a lot to me. I do not know exactly how the decision was made but I am sure it had to clear plenty of requirements and go through a very thorough evaluation by the team. I have also seen a lot of positive feedback from employees who are using it here. It feels like a platform that will be around and supported for a long time.

Cons

At this point, I really do not have any complaints. We have only been on it for a couple of months but everything has gone well so far. I have not run into any problems or had any reason to reach out to tech support. I have heard their support team is excellent and hopefully I will never need to test that myself.

“Must-have mobile reporting”

Pros

Each feature has a simple, easy setup which helps me get my work done faster. Creating reports is quick and the team can access them without any downtime. It's truly an on-the-go tool and an absolute must-have for us.

Cons

I honestly don't have any complaints about the software. It's been very useful and practical in day-to-day work and there's no need to keep your own records since you can use it wherever you are.