Pipedrive CRM Reviews

“Affordable platform”

Pros

Getting up and running with this is easy and the mobile app works really well. The pipeline feature is one of my favorite parts and the lower cost is a big plus. Another benefit is that it doesn't require a dedicated specialist to manage the way Salesforce often does.

Cons

User security levels could definitely be improved. Setting them up feels dull and the options for restricting what data a user can access are still fairly limited.

“Versatile for every project”

Pros

It turned out to be much more versatile than we first expected. We originally assumed it was only meant for sales but it actually works really well for managing any kind of project along with the related administration.

Cons

The downside is that it doesn't seem to get enough visibility. As a small business, it took us a long time to discover it and it would have helped us a lot if we had known about it much earlier.

“Clean design”

Pros

Right away, the design and overall style felt polished and user-friendly. It's very clear how everything works and new users can get comfortable with it quickly because the interface is so simple.

Cons

What feels a bit restrictive is the reporting. It seems more geared toward teams with a large number of sales agents and I'd really like the ability to dig deeper into custom data.

“Visual pipeline keeps deals moving”

Pros

Having a visual pipeline makes a big difference because you can see exactly where every deal stands and whether the timeline is on track for each next step. The whole system is easy to use and one feature I really appreciate is that emails automatically copy back into each record without any extra cutting and pasting. Another thing I love is how it pushes you to set the next action once one task is completed so it helps keep deals from slipping through the cracks.

Cons

Records can't be linked together is the only limitation. The Schedule Activity feature can also be a little inconsistent until you learn the best way to use it since it doesn't work from every screen. I'd also prefer the core data area to look a bit more polished and visually user-friendly.

“Adaptable coaching workflow”

Pros

Right from the start, it felt easy to work with while still offering plenty of features. The interface looks polished, the sales process is practical and effective and the Google Calendar integration works reliably. It's also flexible enough to fit a coaching business really well.

Cons

It won't let you trigger an automatic follow-up after a single task is completed when there are still other outstanding tasks remaining.

“personalized setup”

Pros

Having it available on mobile has been a big plus and the platform is very simple to use. The integration with the email database works really well and the level of personalization it offers is excellent.

Cons

One thing I'd still like to see is a more simple, more didactic calendar. It would also help if taking screen captures were more easy during use but hopefully they keep improving the platform over time.

“clear deal tracking”

Pros

Coming from spreadsheets, the Excel-style setup made this feel familiar right away and the drag-and-drop functionality helped a lot with managing deals. Getting everything up and running was easy and the import process was simple as well. I also really appreciate the visual markers that show which deals are due which ones are going stale and which have had no activity because that makes it much easier to stay on top of the pipeline.

Cons

The only thing I'd really want changed is the pricing since I wish it were a bit more affordable. Other than that, I don't have any major complaints to mention.

“User-friendly web app”

Pros

Everything feels very user-friendly and I really appreciate that it's web-based. The integration with Google Contacts and Calendar is also a big plus.

Cons

I'd really like to have more client filters so the report parameters can be more detailed and accurate.

“Flexible pipeline”

Pros

Pipeline view feels easy and flexible to set up the way you want. I also really appreciate how each column shows running totals instantly because it makes it much easier to see how much business is sitting at every stage. The email section works well too and useful touches like being able to BCC yourself when messaging customers make day-to-day communication a lot more practical.

Cons

A few parts of the record-keeping side are not especially pleasant to look at. There are times when the same information has to be entered twice and it can take a bit of digging around to locate exactly what you need.

“Clear sales pipeline”

Pros

Even though it comes with plenty of useful features, the biggest highlight is the column-based layout for businesses. It gives the sales team a very clear view of where everything stands at any moment.

Cons

It definitely focuses more on quality than quantity but at this price it still feels like it's missing some features that larger companies would need.

“Useful tool”

Pros

This tool helps us estimate the income we expect to receive and it also lets us see a clear summary of sales across the different stages of the funnel. On top of that, it provides business details and relevant company data about clients which is very helpful.

Cons

Implementation needs to be handled carefully and it's important to clearly confirm how it benefits the sales team since it can end up taking time away from their regular activities.

“Fast and practical”

Pros

Even with a weak signal, this software performs really well and stays very fast. That's one of the main reasons I use it. The design is practical, responsive and fits my company's needs very well. Sending information is quick and I don't have to keep checking on it all the time which saves a lot of effort.

Cons

One thing I would improve is the security since stronger protection would make it even more effective. Aside from that, I really love it because it's very simple to use and extremely useful.

“Clean interface”

Pros

Right from the start, the platform felt simple, well organized and very clean. After more than three years of using it, I can honestly say I haven't come across a better all-around management tool. It keeps me fully aware of where my employees stand with active deals and makes the next steps clear at all times.

Cons

One issue that comes up is how simple it is to accidentally create duplicate organizations. The import feature also doesn't always work the way it should and sometimes key fields or bits of information get left out. The good part is that those missing details are usually noticeable so they can be added manually without much trouble.

“Fantastic reports”

Pros

One thing I really enjoy is the reporting, it's fantastic and something I appreciate a lot. The application is also very simple to use and that overall simplicity makes the software especially appealing.

Cons

There hasn't been much to dislike although the software isn't as powerful as some other CRM platforms. I also think the pricing could be a bit lower.

“Great alerts”

Pros

Getting this set up was easy and managing users has been simple. It also works well for coding alongside a third-party developer to connect with our databases. The alert system is excellent and the app really stands out when it shows our reps which dealers are nearby while they're traveling so they can follow up on leads right away in real time.

Cons

The biggest downside is the per-user pricing which adds up and gets expensive fast. I also wish there were a better way to clean up messy data when there are multiple customers and companies involved. On top of that, having more color-coding options would make it more helpful.

“Appealing UI”

Pros

Right away, the UI and UX stood out to me the most. Everything looks polished, feels simple and is very simple to navigate. I'd definitely recommend it to anyone searching for a CRM to at least give it a try.

Cons

Honestly, nothing major comes to mind. If I had to be picky, I'd say it could offer more advanced reporting metrics but that's not really essential.

“handy integrations”

Pros

Using this CRM has been a really positive experience because it's affordable and simple to work with. The wide range of integrations has been especially useful for keeping track of every customer interaction and having mobile access means I can still use it when I'm away from the office.

Cons

There really aren't many downsides to this software. If anything, I'd just like to see the company keep improving it by adding more automation to the CRM functions.

“Slower performance and navigation”

Pros

The Trello-like layout for managing the sales process is really what convinced me to give this software a shot and honestly, it has worked really well. That visual setup was a big selling point for me.

Cons

It didn't feel as quick as the platform I was using before, Pipelinedeals or the one I switched to afterward, HubSpot Sales. Page loading and navigation speed matter a lot and this software felt slower in those areas.

“Sales-focused team fit”

Pros

Coming from tools such as Trello and Kanbanery, the column-and-card layout felt immediately familiar so adopting it made a lot of sense. While we could have forced those other platforms to handle sales, this one is actually designed for that purpose and at the price it felt like an obvious choice instead of trying to patch together a less effective setup on our own. Another big plus was how quickly new sales reps were able to start using it which mattered a lot during our selection process.

Cons

From the management side, it took a little while to figure out how we wanted our sales pipeline to be structured and function inside the platform. To be fair, there are plenty of resources available to help with that and I'm not sure there's really a better way they could handle it. The only genuine downside from our experience was that I underestimated how much time the initial setup would take for our organization although it still wasn't too bad overall.

“Reporting limitations”

Pros

Getting this software up and running was very easy which was exactly what we needed since we were starting from scratch. The pipelines were simple to modify and manage and our Sales team had no trouble understanding how to use them. We also needed quite a few custom fields so being able to add those on our own without relying on outside help was a big plus.

Cons

Feature that ended up not working for us was the reporting. As our business expanded, we needed clearer insight into which products were performing best and what customers were most interested in and the system just couldn't give us that information. The reporting felt more focused on tracking where things stood in the process but when it came to pulling even a basic report like retention rates, it fell short.