Pipedrive CRM Reviews

“Powerful daily lead data”

Pros

This is something I use every single day and I genuinely love it. The smart contact data is really useful too since it helps me pull up lead information fast.

Cons

The part I really dislike is the pricing. It comes with some really strong features and integrations but the cost still doesn't feel reasonable to me.

“Excellent CRM for small teams”

Pros

It felt like a really strong fit for a smaller team. The interface is clean, simple and easy to navigate and it comes with plenty of useful tools. I also appreciated how the metrics and key information are presented at a glance which made it quick to get a clear overview even though we were only testing it during the trial period.

Cons

Since we only used it on the trial, our exposure was pretty limited but the experience was positive overall. The only reason we did not continue was that we were not ready to pay for it at this stage though it is definitely something we may come back to later.

“limited flexibility”

Pros

Keeping track of customer interactions and following the sales pipeline is pretty easy with this tool and it works well for organizing that part of the process.

Cons

At the same time, there is not much flexibility for customization and entering everything needed to properly log calls, emails and scheduled activities feels tough.

“Call recording keeps us organized”

Pros

Having our calls connected to this software has been really useful because it lets us record both calls and the voicemails we leave which is a very handy feature. It makes it much simpler to stay on top of how, when and why we've interacted with a customer and keeps that history easy to reference.

Cons

One thing that still needs work is the filtering throughout the program. It can be a little tricky to narrow down the information you don't need and searching for a specific client can end up taking more time than it should.

“Easy sharing across tools”

Pros

One thing I really enjoyed was how well it connects with other products. Importing and exporting data was easy, the initial setup didn't take much effort and being able to share information across the whole company without running into barriers was a big plus.

Cons

There are times when filtering data using the categories I created doesn't work the way I expect. On top of that some tasks are not very simple to figure out. When I contacted support, I was pointed to a how-to video instead of getting a direct answer. That was frustrating because I'd much rather have someone quickly explain the steps than sit through an 8-minute video to complete a simple task.

“Quick start”

Pros

Getting started with this software took very little effort which was a big plus. It was up and running without much setup so I could begin using it right away.

Cons

Downside was that the product felt a bit too one-size-fits-all. I wanted more customization options so it could match my specific needs better.

“Handy once learned”

Pros

Once you get the hang of it, the software is pretty easy to use. It would also be even better if there were color options for the boxes and a way to move boxes within the same column.

Cons

Per-user pricing feels too expensive. Since online software is essential for modern companies, investing in multiple tools becomes an added burden even though it should be a priority for driving profit.

“Fast pipeline workflow”

Pros

Using this tool has been very easy. Setting up the pipeline and managing the work in it feels convenient and the system is quite fast overall and runs reliably.

Cons

After using it for the past 6 months, I honestly haven't run into any major issues. It does occasionally get stuck but that seems more related to the internet connection than the software itself.

“Handy bulk import”

Pros

What really helps is being able to enter prospect details manually when needed but when there's a large batch of leads, Pipedrive's bulk import feature is a real time-saver and cuts down a lot of manual work. The activity scheduling is laid out in a very simple and organized way and the filters make it practical to manage everything. Tasks can be assigned, labeled by importance and prioritized without any hassle. The reminder feature is also very useful because it helps make sure no task gets missed and follow-ups happen on time. On top of that, the mobile app is excellent and makes it very convenient to work while on the go.

Cons

There's always room to improve and I'd still like to see more features and better integrations with other networks. Customer support is another area that could use some attention. Even with that, it's still one of the best CRM tools available in the market.

“Great fit for small sales teams”

Pros

This helps me stay focused on what I do best, selling, instead of wasting time trying to figure out how to enter data. For a smaller sales organization, it really feels like a must-have.

Cons

It's not as powerful as some other CRM platforms but it still gets the job done for small teams. As we grew over time, we eventually had to move to a more powerful system.

“Clean UI”

Pros

Neat, clean interface is a big plus and the import feature works really well. It's a very good fit for solo entrepreneurs and small teams.

Cons

The form builder still has room for improvement and automatic assignment of emails to deals would be a really valuable feature to have.

“Organized sales workflow”

Pros

Everything from sales steps to scheduling and emails stays well organized and it's simple to see the full picture at a glance. The interface is user-friendly, with a clean and attractive design that makes it pleasant to work in.

Cons

For my business, it handles what I need quite well. The only downside is that it costs a bit more than some comparable tools that offer a wider range of features.

“missing few options”

Pros

It handles easy collaborative CRM and project management well. It's useful for keeping track of timelines and updates throughout an active sales cycle. Pretty basic overall, with no extra bells and whistles.

Cons

There aren't many customization options available. It's simple to work with but it's missing more detailed notification settings and granular control over how alerts are configured.

“Attentive follow-ups that work”

Pros

Planning the right communication for each prospect is really easy with this. If someone sounds ready to move forward, I can note that I should call or email the next day. If another person seems unsure, I can set a reminder for three weeks later instead. When someone comes across as a bit cold, I can adjust my approach accordingly. Once the note is in there, I don't have to keep it in my head anymore. Then when the reminder pops up weeks later, all the details from our previous conversations are right in front of me. It makes me come across as attentive and very organized.

Cons

Tech isn't really my strong suit and since I'm the only one in the company using it, I've had to handle the setup on my own. I'm sure there are more things I could be doing with it especially around batch updates but the thought of customizing everything feels pretty overwhelming.

“Useful reports”

Pros

Reporting was the feature that sold me on this. I needed a system that could show how many contacts I should be reaching out to in order to hit my sales target and the other tools I tested never really provided that kind of visibility. The overall layout also works well for me especially being able to build custom stages and view everything at a glance without the screen feeling crowded or messy.

Cons

The biggest downside for me is the pricing on the gold plan. The email integration is definitely appealing but I just can't justify paying more for it when I already use other plans that include email integration without an added cost.

“Perfect fit for our team”

Pros

Choosing the right CRM was a real challenge because our international team has some pretty unique workflows. This one already had a strong reputation and it turned out to be exactly the right choice for us.

Cons

Honestly, it offers far more than we actually need so it felt like overkill at first. That made the platform a little overwhelming in the beginning but with help from the support team, we were able to get comfortable using it.

“Easy interface”

Pros

Getting started with the system was very easy. The interface feels simple, navigation makes sense and the open API helps a lot when connecting it with the other applications we rely on every day. Pricing is also very reasonable especially when compared with Salesforce.

Cons

Reporting still has room to improve. It would be much better if custom reports could be saved and if we could report on data directly without having to export everything to Excel first. It also doesn't connect with as many third-party applications as some competing products although that will likely improve over time.

“Email tracking remains unreliable”

Pros

The interface is very user-friendly and the third-party integrations are easy to manage. Getting started was much simpler than with some of the other CRM platforms we've worked with so onboarding felt pretty feasible.

Cons

The feature set is somewhat limited but the bigger issue is that emails have not been saving properly in the system for the last month and a half. We were told it was a bug and that it had been fixed but the problem is still happening. Since email history is such an essential part of any CRM, it's hard to understand why this hasn't been handled with more urgency. Support has also gone downhill since we joined in January. At first, chat responses were nearly instant but now help feels inconsistent and it often takes hours to hear back.

“Helpful lead tracking setup”

Pros

Compared with other services I've used before, this one does a really nice job of connecting all potential client information in one place. That makes it much more useful for tracking responses from different marketing efforts and seeing how each lead progresses over time.

Cons

Every now and then, it seems to time out and when that happens some of the information already entered can get lost. It has only happened a handful of times but it's still a bit frustrating.

“Simple setup”

Pros

Getting comfortable with this software doesn't take long at all and that simplicity is one of its biggest strengths. It's very easy to learn and the mobile customization options are really nice to have and enjoyable to use.

Cons

One thing missing for me is a calendar view which I expected to see. The functionality also feels a bit limited in some areas, for example, I still haven't come across any feature for storing contacts.