Pipedrive reviews

Pipedrive - selected ahead of HubSport

Opmerkingen: Very happy so far with PipeDrive - agonised initially about using it because of weaker marketing automation features and 1000 email limit on emails, but still its quick and easy to use and less 'how do you do that' than any of the other five or so CRM's we experimented with. Strongly recommend.

Pluspunten:

Well integrated CRM that works. Clear, easy-to-navigate from company to lead to deal. Does not try to pretend to be a jack-of-all-trades. An excellent integrations universe provides options for superior specialist apps to provide improved functionality in that area of speciality. Looking at you Ontraport. Pricing is reasonable:- we are paying £150 for three users. Not cheap - its on the edge of our own affordability, but not as expensive as the frankly ridiculous HubSpot pricing. Nice free trial process and easy to start without nonsense of having to be sold to be some US-based rep for which I just do not have the time. Keap lost out to us here...

Minpunten:

Maximum of 1 000 names on an email. Even as a small SaaS business we will be hitting this limit with six months. The work around is relatively simple: we have used MailChimp, for which there is a great integration in PipeDrive. Using MailChimp means we do not need PipeDrive Professional (and MailChimp is cheaper than the extra cost of Professional over Advanced) but I would rather pay a bit more for an integrated solution. Design is perhaps not as slick as HubSpot, but the ease of adding additional fields to contacts, jumping between companies and contacts is better. Weak/no LinkedIn integration. Surely this must be the most important tool for B2B lead gen? Really should be more tightly integrated (e.g. add a lead directly from LinkedIn)

Overwogen alternatieven: Zoho CRM, Freshsales, Ontraport, Salesforce Sales Cloud, Keap en HubSpot Sales Hub

Redenen om voor Pipedrive te kiezen: HubSpot is just too expensive. As a startup with just three sales people we just cannot justify close on £1000 a month for CRM and email functionality. I think HubSpot have drank the 'charge more' KoolAid and believe once you are trapped you will not escape. Pipedrive with suitable companion apps provide equivalent (or even superior) functionality to HubSpot at 20% of the price.

Overgestapt van: HubSpot Sales Hub

Redenen om over te stappen op Pipedrive: Hubspot - price.. oooh that price. Ontraport - too much other stuff we will not use (what has a second rate ecommerce to do with a CRM...) SalesForce - old Keap - purchase process too complex Zoho - Jack of all trades master of none Freshsales - Jack of all trades master of none

I always End Up Coming Back

Opmerkingen: We've decided to now go all in with Pipedrive, we have a sales team starting and we're consolidating into it with some 3rd party apps linking to it such as Aircall, Apollo.io and PandaDoc but we'll be staying this time for sure.

Pluspunten:

I started usig Pipedrive 3-4 years ago, I get shiny object sydrome and end up with another CRM, but always end up going back to Pipedrive. Insane value for money, and the UI and UX is incredible.

Minpunten:

Uploading lists from CSV can be a bit of a pain at first but once you've done it you're all good just save the template. Someof the new features like email automation have development to be done on them to get to status of something like Lemlist but it's still usable.

Pipedrive lost over 6 years' worth of my client notes and data

Opmerkingen: The good is not worth it if they fail at doing the one thing you need them to do... maintain my client data.

Pluspunten:

It was my CRM of choice to maintain my client notes until they lost my data, admitted it, but only offered to cover 50% of 1 year of service for the invaluable loss of 6 years of my data.

Minpunten:

Pipedrive lost over 6 years' worth of my client notes 😡. This data included likes, dislikes, kids' and spouses' names, and all manner of information that are invaluable to business relationships. I have in writing from them that they are responsible, but they claim that as other functions were working, all they are willing to do is refund me HALF of one year's worth of my subscription. Being a CRM, I reminded them that their ONE job is to safeguard my clients' data. They'll likely delete this post, but I would like everyone to know how they safeguard your data and the lousy extent to which they will step up.Thank you for your time,An extremely displeased customer

Overwogen alternatieven: Salesforce Sales Cloud

Redenen om over te stappen op Pipedrive: My prior company used Pipedrive, so I was used to it.

Pipedrive: A Comprehensive Tool for Managing Customer Relationships, Tracking Sales, and Organizing

Opmerkingen: Overall, it is a great tool for businesses of any size that need to manage customer relationships, track sales, and organize marketing campaigns.

Pluspunten:

It offers a lot of features that can be used to help manage customer relationships, track sales, and organize marketing campaigns. It is a great tool for managing customer relationships because it allows you to keep track of all customer information and interactions in one place. It also allows you to set up automated tasks, follow-ups and reminders, as well as track all sales activities. Additionally, it offers a variety of analytics and reporting tools to help you gain insights into your sales process.

Minpunten:

It is not very user-friendly, especially for those who are new to the software. Also, it is quite expensive and updates can be slow. However, if you are willing to invest in the software, it can be beneficial for managing customer relationships, tracking sales, and organizing marketing campaigns.

Our organization primarily uses Pipedrive as a CRM

Opmerkingen: Pipedrive serves as our primary customer relationship management system. We use it as a tool for tracking data including close ratios, performance metrics, and much more; for example, it reminds us to follow up with new clients, keeps track of our activity (phone calls, emails, etc.), and more.

Pluspunten:

Considering Pipedrive's emphasis on multi-staged sales processes, it might not be the greatest choice for fast-closing sales teams.

Minpunten:

It would be useful if users could use the app to deliver video messages to customers. Sorting fields can make report configuration difficult.

Flexible and Useful CRM Software

Opmerkingen: In general, I can say that it is a powerful and user-friendly CRM software that can be implemented quite simply and quickly.

Pluspunten:

It is very valuable to be able to customize and follow our process stages as we want. It is also a flexible solution for the user to be able to make the markings we want and update between processes with the drag and drop method.

Minpunten:

Costs per user can be expected to be slightly more affordable.

Efficient sales management with pipedrive from a small business owner's perspective

Opmerkingen: I highly recommend it for small businesses looking for a simple and efficient way to manage their sales pipeline. However, for larger companies that need advanced reporting and point-and-click integration, Pipedrive may not be the best option. Overall, my team and I had a good experience using it, and it helped us stay organized and work more efficiently.

Pluspunten:

As a small business owner, I was on the lookout for a sales management tool that could streamline my sales process and help me effectively manage my pipeline. That's when I came across Pipedrive. After using it for a while, I can say that it's a great tool for sales management. It's user interface is clean, intuitive, and easy to use, making it a great option for beginners. It also allows me to easily customize pipelines for different sales campaigns, which is super helpful. Integration with various third-party tools is amazing, making it easy to streamline my sales process. Additionally, it offers decent reporting options that help me keep track of my sales progress.

Minpunten:

Although Pipedrive is reasonably priced compared to other options at only $14.90 for the cheapest plan, the cost can add up with additional third-party integrations. We are currently on the Essentialplan which lacks a workflow builder with triggered automations. Pipedrive doesn't have the advanced reporting options that market leaders like Salesforce or Hubspot have which I have used in the past.It also requires connecting with Zapier, which is another subscription making it prohibitive for small businesses.It also not suitable for heavy-duty sales management and may not be the best option for larger firms trying to scale up.

Overwogen alternatieven: HubSpot CRM en Zendesk Suite

Overgestapt van: Insightly en Bigin by Zoho CRM

The perfect tool for forecasting and tracking targets

Opmerkingen: In general, I see it as one of the best CRM tools, especially as it constitutes a good offer for beginners in the business world and small and emerging companies in terms of cost, ease of working on it, and the good quality of the services provided, in addition to helping them manage long and complex sales operations through a distinguished support team.

Pluspunten:

Although there is no free plan available, one of the advantages of this platform is its acceptable cost to subscribe, especially for those who have just started entering the field of business and have a limited commercial budget, startups and small companies. One of the most exciting things about subscribing is the ability to fully customize via API access, and provide unlimited and customizable pipelines keeping in mind that you may need a development team for that.The machine learning assistant feature that supports the sales assistant has made the implementation of tasks through this tool more easy, effective and with a positive return.Auto-filling contact data and automating the paths you plan to take within your business plan is something special, in addition to being available for all subscription plans.The possibility of extracting some of the necessary information that you need in analyzing customer behavior by tracking web visitors, for example, and revealing the organization to which this visitor belongs, how they found the website, the duration of their browsing, etc. Information of this type that is useful in the marketing behavioral analysis of customers and keeping pace with changes in proportion to the need market.

Minpunten:

The lack of a free trial period may cause some people to hesitate to decide to subscribe.Making the telephone support service exclusive only to subscribers of the plan with the highest level is something that is not understood honestly and raises a big question mark.And I have to sync my email in order to be able to send emails from PipDrive which can cause some confusion for the user.

A Simple and Useful CRM Program

Opmerkingen: In general, it has an easy and useful interface and we can do the sales steps we want as we want, making it a useful software.

Pluspunten:

As a company, we make large-volume offers and experience long-term sales follow-up processes. For example, 1 sale can be closed in 3 years or in about 3 months. Thanks to Pipedrive, we can easily follow these processes. In addition, since we can customize our sales steps as we want, we can get a full response to our own needs.

Minpunten:

For example, although the value of the Turkish Lira against the Dollar is low, I can say that its prices are still reasonable. It was also an important point for us during the decision phase.

Streamlined Sales Management with Pipedrive

Opmerkingen: Pipedrive is a great choice for businesses looking to streamline their sales management. Its user-friendly interface and helpful features make it a great fit for teams of all sizes. If you're looking for an effective solution for managing your sales pipeline, Pipedrive is definitely worth checking out.

Pluspunten:

Pipedrive offers a user-friendly and effective solution for sales management. The platform provides a clear visual representation of the sales process, making it easy to track and manage deals. Pipedrive also offers helpful automation tools, reporting capabilities, and integrations with other tools.

Minpunten:

Pipedrive may not have all the customization options that some businesses need. The platform's learning curve may also be steep for some users, and it may require a lot of manual effort to set up and maintain.

Massive Pipedrive fan

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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.

Overwogen alternatieven: Salesforce Sales Cloud

Redenen om voor Pipedrive te kiezen: It was recommended to me.

Overgestapt van: Highrise

Redenen om over te stappen op Pipedrive: Cheaper and more lightweight and web based. Also I saw how fast people were adopting it.

Good CRM for small sales organizations without too much bloat

Opmerkingen: Overall experience is very positive and I will continue to use this over other bloated softwares.

Pluspunten:

I like how simple and intuitive Pipedrive is to use without the bloat of a huge CRM and complex features a small business or sales department may not need. It has good integrations, notifications for customer actions, and easy sorting for customer profiles.

Minpunten:

Nothing I dislike about this software, all is good. I am trying to think if there is anything I dislike and there is nothing on my mind.

Overwogen alternatieven: ActiveCampaign, Ontraport en HubSpot CRM

Redenen om voor Pipedrive te kiezen: ActiveCampaign was too bloated for our sales organization and we did not need all the complex marketing automation, and Pipedrive in comparison is very lean and easy to use.

Overgestapt van: ActiveCampaign

Redenen om over te stappen op Pipedrive: Easy integrations, lack of marketing bloat, ease of use in UI, customer alerts

Good enough for your sales team

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Pipedrive makes it easy!!!

Opmerkingen: We have had a great experience. When we first on boarded Pipedrive, any questions we had were easily answered by the Pipedrive team. Truly great.

Pluspunten:

We love everything about Pipedrive. It has so many desirable features for keeping your customer database as well as your sales 'deals' organized. It is a one stop shop, truly. We would love more than anything if every single department had something as easy as Pipedrive. It has never taken us more than one day to get someone trained on using Pipedrive, it's that easy!!! It keeps all dollar amounts, products, customer information, emails, reminders, notes, attachments, reporting, analytics, social profiles from your customers information, and more!! I highly recommend Pipedrive.

Minpunten:

We truly have no cons about this application..

Overwogen alternatieven: Salesforce Sales Cloud

Redenen om voor Pipedrive te kiezen: Infusionsoft was very difficult to use and to get everyone on boarded. We didn't like the face of it or the dashboard and it took way to many steps to get to a 'profile' of a customer.

Overgestapt van: Keap

Redenen om over te stappen op Pipedrive: Customer Support at Pipedrive was helpful!!!

Big fan of Pipedrive

Opmerkingen: I happen to be a Pipedrive user. I am also an independent reseller of the product, as well as an integration consultant (pipedriveexperts dot com). I have helped hundreds of customers integrated dozens of different CRMs. No single solution is perfect but I find that Pipedrive is the right choice for a large majority of our clients. Pipedrive strikes the right balance between features, ease-of-use and cost. I am happy to say that their technical support is (by far!) the best I have seen from any CRM. I recommend Pipedrive to many types of businesses.

Pluspunten:

Pipedrive really is built for salespeople. The reporting functions for management are there, and getting better every quarter, but is the ease-of-use for a salesperson that distinguishes Pipedrive.

Minpunten:

Automations are generally a very strong feature of Pipedrive, but one type of automation is missing (unless you use an external service). That missing capability is date-based triggering of workflows. Pipedrive cannot yet send a birthday greeting or followup message based on a date (past or present). This is an inconvenience for us, and we have to use external tools to solve that problem.

Overwogen alternatieven: Zoho CRM, Freshsales, Pipeline, Salesforce Sales Cloud en HubSpot CRM

Redenen om over te stappen op Pipedrive: Pipedrive strikes the right balance between features, ease-of-use and cost. I am happy to say that their technical support is (by far!) the best I have seen from any CRM. I recommend Pipedrive to many types of businesses.

An Affordable CRM that is both Feature Rich and Easy to Use

Opmerkingen: The onboarding experience is one of the best I have had. You can quickly get going and they have a ton of resources to get additional help (forums, videos, blog posts, video updates etc.)

Pluspunten:

I recently switched to Pipedrive from one of their competitors for two main reasons - their Contact Timeline feature and the wide arrange of integrations made available on all of their plans, even the lowest tiers. With the Contact Timeline feature I can quickly see all the touchpoints (both when and how) I have had with an existing contact. This is super helpful when looking for clients to follow up with in a single glance. I have seen similar offerings in personal contact organizers but nothing fleshed out to this degree and integrated with a more capable CRM. Hands down Pipedrive has the most comprehensive integration marketplace for the best price period. Other CRMs charge a hefty price to access webhooks or Zapier and usually allow access only on their higher level tiers. I love that Pipedrive has chosen to open up these integrations to all users on their platform. This is huge win for small business owners looking to grow with them. I am amazed at how many native and 3rd party integrations they have. If the tool exists, there’s a good chance you can connect to it with Pipedrive. It’s obvious that they have made integrations a priority and this adds a lot of value to the platform.

Minpunten:

Overall I’m very impressed with Pipedrive. I do wish they would focus more of their efforts on the GSuite or Gmail Chrome Plugin. This is a real missed opportunity. In my previous CRM I could access all of my deals, contacts and notes right within Gmail. This was a real time saver, since I never had to leave Gmail to view my CRM data. Pipedrive’s Gsuite plugin is more context related. You can only see the contact/deal related information for the email you are currently viewing. I hope the plugin gets more attention in the future. Another modification I would like to see is image previews of contacts on the main contact page. They do offer this in the contact timeline view, but I would love to see it in the main contacts page as well. Finally, the Smart Contact Data tool needs some work. I have had issues with it finding enriched data on a lead. The previous CRM I worked with did a much better job. Hopefully this gets hammered out.

Overwogen alternatieven: Copper

Redenen om voor Pipedrive te kiezen: - Access to integrations at lower price. - Contact Timeline View

Overgestapt van: Copper

Redenen om over te stappen op Pipedrive: - Integration availability - Contacts Timeline view - Price - Customer Service

My best CRM platform but...

Opmerkingen: 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...

Pluspunten:

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!

Minpunten:

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.

Overwogen alternatieven: Zoho CRM

Redenen om voor Pipedrive te kiezen: Access makes many things pretty good, but it's not the ideal solution as a CRM software, I think.

Redenen om over te stappen op Pipedrive: Ease of use and configurability, and its interface

Great for a small business with a small team

Opmerkingen: Our team is satisfied with Pipedrive so far because it is the only tool we could find that does what we need. We would love for more features to be added, but at present it is working for us.

Pluspunten:

Pipedrive is easy to use and usually doesn't require tons of reading to understand how it works. They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest. It's a great tool for someone who wants something that is simple to use and doesn't cost an arm and a leg. The features are great for our small team to keep track of emails, leads and lead stages all from within one dashboard.

Minpunten:

There are a few things that would have made it way more useful for our use case. One of these is the inability for one team member to view the mail tracking features on emails sent my other members. I person A sends an email to client 1, I cannot see the mail tracking feature to see if the client read the email or not. I have to ask each team member individually if their client "saw" their email. Another common issue is syncing. Sometimes, the platform is unable to sync emails from other accounts like Hey and it takes us a lot of time getting them to show up within the system.

Overwogen alternatieven: Insightly, Streak en Zendesk Suite

Redenen om voor Pipedrive te kiezen: Streak didn't have many features that we needed to manage our leads and contacts.

Overgestapt van: Streak

Top of notch CRM and Sales Software

Opmerkingen: Pipedrive has been amazing for our team, we are able to keep things organized, use automations and get reports via API.

Pluspunten:

Sales software tend to be complicated, there are always many features and workflows, but, Pipedrive turns to be way more "logical" and easy to use from day zero. Features and options are well crafted, we can see that there is a pattern os use around the product.

Minpunten:

Pricing is a bit high here in Brazil, because of exchange rates. Apart of that, Every big sales software always have something to work on. We miss some features on the Workflow Automation, like setting up an action to happen a certain time before an activity due date.

Overwogen alternatieven: Salesforce Sales Cloud

Redenen om voor Pipedrive te kiezen: Ease of use, cost, features.

Overgestapt van: ActiveCampaign en HubSpot CRM

Redenen om over te stappen op Pipedrive: Clearly, Pipedrive has a more "modern" aura, it's more efficient and lightweight, not missing important features.

So far, the best CRM

Opmerkingen: We have been using pipedrive for about 5 years ad its amazing the way you can make everything from here

Pluspunten:

Pipedrive is one of the best tools ever. You can have a very complete CRM system but also, a contact center, chatbot, email mkt and dashboard with personalized reports

Minpunten:

There is no cons for our team and company it´s great

Overwogen alternatieven: Airtable

Redenen om voor Pipedrive te kiezen: M Dynamics was very difficult to use and not so friendly for the team

Overgestapt van: Dynamics 365

Redenen om over te stappen op Pipedrive: The price and features that pipedrive have

Forget about Salesforce. Pipedrive is the jam.

Opmerkingen: We use PipeDrive to manage our sales pipeline in an easy way. It has a nice, simple UI and a great iOS app.

Pluspunten:

Pipedrive is a super easy-to-use, customizable CRM alternative for those of us in tech, creative industries, or just anyone that hates clunky, ugly, overly complex platforms like Salesforce. Sets up in seconds, there's a great iOS app, and it's actually a pleasure to use. Quick and easy.

Minpunten:

I don't have any complaints about PipeDrive. Perhaps if you are a power user of a CRM like Salesforce, you may that there are certain APIs or integrations that don't exist between this platform and others. For me PipeDrive offers more than enough features and functionality, it's easy to use and just what is needed.

Driving you pipeline to success

Pluspunten:

Pipedrive’s lead management CRM is intuitive, well-organized/easily customizable, and perfect for any sized company. It’s been extremely beneficial in helping to streamline our sales processes. I would strongly recommend enrolling in Pipedrive’s free trial; this will let you test out any of Pipedrive’s plans for the full thirty to get a better feel for how it works and find the correct plan for your needs. Pros Pipedrive’s Silver plan is very reasonably priced and comes with all the CRM necessities suitable for most small to mid-sized business. Sales… it’s a messy process… but there’s no headache with Pipedrive. You can easily set up customized pipelines for each user as well as view and transfer deals between pipelines. The ability to utilize two separate Pipelines to test against each other has been really beneficial in helping us groom our sales initiatives and outreach tactics. You can also, send emails from directly within the CRM’s platform; saving you time to engage more with potential clients and aids the process for keeping track of follow-up appointments and next step action items (discovery calls, presentations, proposals). Pipedrive supports over 100+ apps and integrations; we’ve integrated Lead Liaison, our lead generation tracking application, with Pipedrive so we don’t have to manually enter new leads, prospects, etc. from one CRM to the next. As an alternative to using the integration(s) you can also import spreadsheets directly into Pipedrive and assign deals and prospects to a specific owner. One of Pipedrive’s best features is the option to import contacts and merge them with those already in your database so you don’t have duplicates. This application is perfect for sales on the go; you can create custom reports to be sent to your email (for notifications on activities, emails, calls, etc.) and access your pipeline through Pipedrive’s mobile app so you can keep up with your clients and sales team(s) at all times.

Minpunten:

Although the Silver plan does not provide all the enriched features as the Gold, (i.e. 2-way email syncing, call scheduler, email tracking, etc.) we don’t want to switch all of our users over to the Gold plan because only a few of them would benefit from/would need the extra features. I wish there was a way to upgrade some of our users to the Gold plan and keep the others at Silver. We use Pipedrive’s integration with Slack to notify our team when a deal has been identified, won and/or lost. Currently, you have to use a third-party (Zapier) if you would like your notifications to be more specific and I have been unable to get Zapier to work correctly for us. I have already reached out to both sides for help but have not come to a solution (… so beware you may run into problems with integrations – without a lot of helping support from either side).

Best CRM we have had

Opmerkingen: It works! Out operation has had 3 CRMs over the past 6 years and none managed things well for a sales outfit in a construction company. (The damage that causes the agents who sometimes have long timelines in the sales process and referral process is excruciating since no CRM is adapted to offload and download data from another We like the flexibility of applying to our sales process and keeping track of each prospects stages/activities and not have to adapt to precepts that don't apply and only get in the way. It really is your CRM. The feedback from Statistics and Analytics is stimulating and encourages one to apply themselves to the system they designed thus developing better business habits which in turn gives better stats and a better view from which management can coach and serve from.

Pluspunten:

Seems kind of redundant with Review above.

Minpunten:

It would be nice to be able to review the Activity list page by our Stages. In other words typically cycles are monthly but what is focused on at the beginning of the month is different than what is at the end of the month. For instance at the end of the month you may want to focus just on final stage folks. Another focus somebody might have is they are working a particular area and want to see what else is left on the table while there and arrange schedules accordingly. In other words just being able to organize on the Activities page by city/county can increase efficiency in the field. Your Contacts page has that option but nothing comes up in the columns for anyone. I don't know if this is a challenge with out set up by our admin. but once we have a the client sold they fall off our radar for the Deals page. We have a few milestones that include us agents which includes pumping clients for referrals and visiting with them on a anniversary date. The only way I can keep them on the radar is to use the Activity page and just label them a Deadline so I can review those by that definition. So all I use Deadline for is follow-up with clients that are purchasing or have purchased. Lastly a small but big 'thang', on the client Deals page where we have a pending activity it would be nice to click the pending activity button and the courser lands on a fresh line above the previously typed material so we can just add an update without having to click to front of material, return and arrow up to update. It's a very repetitive procedure every time you go into an activity.

Pipedrive - A CRM that Focuses on What's Important

Opmerkingen: Very positive experience thus far using Pipedrive. My background comes from deploying Salesforce.com globally with highly customized objects / workflows. With Pipedrive, it's out-of-the-box simple and to me, cuts directly to the core capabilities you need for your field teams to go sell. It's allowed us to stay focused on what matters - relationship tracking, deal tracking, and making sure we have identified the next actions to avoid funnel stall.

Pluspunten:

The pro's from my perspective using Pipedrive are: 1) Simplicity: It allows salespeople to focus on what's critical - managing accounts, deals and most importantly, driving next-actions to move deals through the pipeline to closure. 2) Customization: Just enough ability to customize field types, add needed fields to meet your business needs, but not too complicated where it creates over-complexity to the user base. 3) UX: Clean, simple user interface / experience. Many CRM's overcomplicate the UX. Pipedrive delivers a UX that is easily understood, intuitive, and easy to train. 4) Cross-Platform Performance: Solid mobile access with offline capability. This is critical to salespeople and business professionals on the move. The ability to capture notes and add tasks on my phone and tablet are critical - as well as do so on a plane and sync up later. 5) Reports & Export Capability: simple and easy export capability and reports functionality.

Minpunten:

There are a few areas I would like to see improvement: 1) The ability to distribute meeting notes to Pipedrive and non-Pipedrive users. 2) Enhanced Search: Would like to see more robust search engine across the platform. Currently see some limitations in searching titles vs. body of meeting notes for example. As we generate more content, meeting notes, attachments, the need for enhanced search will be needed.

Perfect solution for our team

Opmerkingen: I am recommending Pipedrive to everyone I can. We chose it because I received recommendations from my network. Great value for the money, and you are valued as a customer.

Pluspunten:

It is quite simple to use, compared to other similar solutions. We moved from an expensive CRM with a bunch of powerful features (that we never used) to Pipedrive that we actually use daily. Onboarding was rather simple. Customer support - great!

Minpunten:

Not ideal for recurring revenue model. Our customers have to renew their contracts yearly, so we have to make new lead for each year, even though it is the same customer. But it could be that it's just us who have not found a better way to do it.

Overwogen alternatieven: Dynamics 365

Redenen om voor Pipedrive te kiezen: Dynamics was pricey and complicated to use.

Overgestapt van: Dynamics 365