Pipedrive

An amazing CRM for sales folks!

Comments: Pipedrive is an ideal solution for small to mid-size teams. It certainly isn't going to have the same power as Salesforce, but sometimes you need a reasonably priced family Sedan, not an 18-Wheeler Transport.

Pros:

Pipedrive has everything you need to track your sales pipeline and customers in a CRM! It also has very powerful exporting capabilities to get deals that don't close into re-marketing systems

Cons:

I can't really think of any major complaints. We tried their live chat software and couldn't get the notifications to work, and it was actually a huge hassle to cancel the free trial, but that was a minor annoyance and only happened once, everything else has been fatastic.

Good enough for your sales team

Comments: Pipedrive is an excellent software for sales CRM purpose. Very easy to deploy, sales pipeline is customizable and it is actually a good match for SaaS type of companies. We can add next activity, log them and put necessary documentation in the deals. Having subscription and invoice options are really useful to track revenues. The reporting section is useful and there are plenty of metrics. It is possible to create different dashboards with certain metrics. Lead Booster add-ons cane be useful so that you can add chat bot or connect your web forms.

Pros:

Great tool to track and manage end-to-end sales activities. I like the illustrations when a deal is closed :) Possibility to integrate with many tools. Simple UI. Good reporting section with customizable dashboards. Forecasting and revenue tracking options - good for SaaS companies.

Cons:

When we had a smaller team, we just wanted to have a tool that we could use to track leads and deals. As we wanted to have more teams like marketing, client success and HR to use CRM, Pipedrive is not that capable. Another issue is that you need to pay extra to use some custom fields in the reporting.

Inexpensive but Frustrating

Comments: Pretty negative. I was happy with the price at first, but pretty quickly was longing for older CRMs I had used and had a much better experience with.

Pros:

It's a pretty low barrier to entry. I think we're paying ~$30 for license right now and that's one of the cheaper options I found when looking for different CRMs.

Cons:

The contact organization and workflow automation. Both are just confusingly designed. There's no real list functionality that works in any meaningful way, so you'll be left with just a big block of contacts. As far as workflows, there are only 10-15 steps that you're able to create, all in relation to only 1 trigger. It's fairly feature-poor and I've basically just given up on it. What's more, an admin can't create workflows for users, and getting a staff of people who aren't familiar with workflows to create them is a near impossibility.

My best CRM platform but...

Comments: I have been using PD for more than 3 years, and I love it... in fact I recommended it to some colleagues of mine. I used it for a very particular selling task in my job. During first year I increased sales 20%, second year was 2020... and you know. I was preparing it fore this new period, but then one of the sales teams I admire the most in my business began to use another CRM very specific for this sector, and then...

Pros:

I think (because i tried others), this is a software with a great ease of use and configurability, and especially it is a software that becomes addictive to use, which returns in profits for your business. Lately, a lot of updates were being made focused on controlling the communication with the client itself. Good Tech Asist too!

Cons:

If I have to point a "Con" is about these updates I said before... Every new feature has a limited range of use if you don't want to pay more.

Alternatives Considered: Zoho CRM

Reasons for Choosing Pipedrive: Access makes many things pretty good, but it's not the ideal solution as a CRM software, I think.

Switched From: Microsoft Access

Reasons for Switching to Pipedrive: Ease of use and configurability, and its interface

Massive Pipedrive fan

Comments: Being able to manage our customer base and network in an easy and usable way. Also it has become my second brain. Best software I have found for this. Strongly recommend. I have used [SENSITIVE CONTENT] coaching and group sessions to get more skilled in using Pipedrive. I also recommend [SENSITIVE CONTENT] He is very good.

Pros:

Ease of use, good service. I also appreciate how fast they ship updates.

Cons:

It is a little bit too much focused on sales for me, as I am mainly using the CRM features but I understand that that is its main use for most people.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing Pipedrive: It was recommended to me.

Switched From: Highrise

Reasons for Switching to Pipedrive: Cheaper and more lightweight and web based. Also I saw how fast people were adopting it.