Pipedrive is een eenvoudig te implementeren CRM-softwaretool waarmee je je kunt concentreren op de activiteiten waarmee deals worden gesloten.
Neatly organized and friendly application. The most liked feature is the chat support team.
The only thing that is kinda confusing especially to non-technical person is on integrating with third-party tools. Most of it needs to be connected with Zapier which is again another subscription.
Reviews filteren (2.344)
Best CRM for recruiting/talent management
Opmerkingen: This is by far one of the best CRM’s I’ve ever used. Have used HubSpot and many others, which were a lot less user-friendly and way more expensive.
I love the workflow, automations, and ease of use.
The only thing I didn’t care for is how the email sync is displayed in the software (I just use outlook anyway)
Redenen om voor Pipedrive te kiezen: More user-friendly and cheaper
Overgestapt van: HubSpot CRM
Redenen om over te stappen op Pipedrive: Ease of use, easy import, and didn’t make me use a work email address for sign up
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.
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.
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.
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
Important features like the app, user creation and SSO don't work well, don't bother with Pipedrive
Opmerkingen: Mixed. The product has been designed well with a lot of attention to detail but massive bugs that are getting in the way of work are not getting the required attention. As a product that is tied to my sales performance this is not an area that we can compromise.
Their pipeline view is fantastic, no doubt about it and that's what attracted me to the product in the first place. Their web form and chatbot are quite helpful as well.
Support isn't very helpful. Many times during my association with them I have felt that we are completely helpless and stuck fending for ourselves. They are polite but ineffective. We have been unable to create any new accounts on the system for over 3 weeks and ever after raising multiple tickets there is no update and no solution. Forget about using their mobile app it hasn't worked for over a year.
Redenen om voor Pipedrive te kiezen: Zurmo had some nice gamification features but as an open source tool it was clunky and we felt we were ready for a more advanced solution.
Overgestapt van: Zurmo
Redenen om over te stappen op Pipedrive: The user experience was fantastic, and it still is but unfortunately we did not evaluate the quality of support at the time.
Pipedrive is a total game changer! Hands down BEST CRM
Opmerkingen: Our customer service has been phenomenal since implementing Pipedrive! It's extremely rare a new lead or a task for a customer is missed and that only happens from user error (not setting a task for that customer). No more paper files. The activity log Pipedrive keeps of all our employees is an awesome feature too! We have used a few CRMS over the years and this one is by far the BEST. No big issues and we've been using this one since about 2017. Other CRMS are cheaper but like the old saying, you get what you pay for!
Pipedrive was soooo easy to implement for our company. It is very user friendly and tech support is a email away. The most important aspect of Pipedrive is having all our customer files in a central location, easily accessible to keep notes and to set tasks for ourselves allowing us to provide excellent customer service that was not always perfect just using an Excel spreadsheet. Sorting all of our customers into different pipelines and stages is awesome too! Easily see where everyone is.
The email feature has not been working. We use Yahoo Small Business for our emails and for some reason our emails unlink from Pipedrive and now we are unable to relink them but that's not a huge issue as each customer file in Pipedrive has it's own link you can paste in the BCC of your customer email and it copies it to that customer's Pipedrive.
Simples but powerful sales CRM
Opmerkingen: Overall we’ve been very happy with Pipedrive. We’ve integrated it with PandaDocs for contract management and Xero for finance with ease and are exploring other useful integrations
Pipedrive is very easy to configure, customise and use, inexpensive and integrated with other popular tools.
It’s a pure CRM so you can’t expect it to do all that the HubSpot suite does, for instance. But if managing leads, keeping track of your pipeline and maintaining your customer data is what you’re striving for then Pipedrive is a great find
Pipedrive is nice!
Very simple and easy software. Pipedrive is a upgrade in my day.
I don’t like in Pipedrive is a cust. Ir’s very expensive for me.
Overwogen alternatieven: PipeRun
Redenen om voor Pipedrive te kiezen: Because is from Brazil
Overgestapt van: PipeRun
An excellent alternative as a CRM
Opmerkingen: Our customer management has been amazing since we championed Pipedrive! It is very rare that another opportunity or task for a client is missed and that simply happens because of user error.
It is genuinely user friendly and the tech support is very good when you need help. The main part of Pipedrive is having all of our customer lines in one central position, easily opened to take notes and run errands for ourselves, allowing us to provide great customer tracking that wasn't always wonderful just using one page. Excel Accounting.
It's not a major issue, as all products have bugs from time to time, but periodically the issues it triggers disappear and you can't see them inside the fixes, making it hard to track them from within the CRM.
Honest Pipedrive Review
Opmerkingen: It helps me keep track of ongoing interaction with my prospect and allows me to create personalized message through email for my prospects.
Pipedrive has epic sales forecasting and reporting. It has data import and export functionality with reliable lead management and lead scoring system. It has super simple pipeline features with drag and drop functionality. It's easy for me to add other team members and very cost effective.
Pipedrive should provide an explainer video on how to use the tool. Support is also limited for small packages.
Good Value for Money
Opmerkingen: Overall, it's great value for money. It's an ocean that can only be fully experienced after mulitple years of use and definitely cheaper than more famous/better alternatives
Lots of 3rd parties that can be integrated into the software and that makes both sales and operations processes very easy
Not a main issue, as all softwares have bugs from time to time, but sometimes the mails you send dissappear and you can't see them inside the deals, which makes it hard to track from inside the CRM. When you try and find it on gmail or something, it triggers the mail tracking and it seems to have been opened by the customer when it's not. This has become an issue more than a couple of times.
My best option when I have to choose a CRM
Opmerkingen: There are a ton of highlights that are accessible. The combination of Pipedrive and other applications makes it an extraordinary CRM and monitors correspondence. Having a detachment that can puncture all notes and see all relations is an extraordinary highlight need to give phenomenal customer administration.
PipeDrive has a wealth of choices to create and set for landmarks and follow up and we like those capacities as they assisted us with keeping steady over our game. Simple to use to monitor every one of the arrangements, with the custom fields we can for sure monitor the magnate due from the customer. I was unable to run the organization without it.
PipeDrive turns out incredible for overseeing leads and working a possibility into a client yet does authentically little for genuine plan activity or errand activity with regards to managing verifiable orders by a client.
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.
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.
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.
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.
PipeDrive is the best "Beginner" CRM Platform out there!
Opmerkingen: PipeDrive is functional CRM platform and a viable/cheaper alternative to SalesForce and other counterparts. It is easy to use and has a wonderful graphical interface. If you are a budding enterprise, PipeDrive is the software for you. If you're a full-fledged corporate, I'd personally recommend you evaluate other options because although PipeDrive is amazing, it still sports limited functionality that won't do a large company any justice.
1) You can send emails directly from the platform! This gives you an edge on your communication efforts and helps you trigger alerts, get notifications and manage a large volume of clients - often simultaneously. 2) The interface is very easy to use and there is no steep learning curve necessary for one to get accustomed to the platform. This also encompasses of how easy it is to navigate through the platform. 3) PipeDrive can seamlessly integrate with many third party service providers. We have had no problems integrating PipeDrive with MailChimp, Slack, Gmail, LinkedIn, etc 4) PipeDrive will never let your leads go stale. Leads that need following up with will be highlighted based on the criteria designed by the user. Intuitive icons beside each lead can give you a detailed picture as to what stage of your business process the lead is on and what required action needs to be taken. 5) PipeDrive makes it super easy to enter leads and move them through various stages of your business process. 6) Inter-departmental communication is a breeze. I've noticed a strong synergy between our sales and marketing department after implementing PipeDrive in our organization. It's very convenient to identify high potential leads and PipeDrive eliminates the need of trying to give the next department a detailed back-story about leads during a hand-off. This saves a LOT of time. 7) Dashboards can help you evaluate and track project progress at a glance.
1) We are unable to send one email to multiple contacts. Right now, we have to send them out one after the other. Sincerely wish they look into this. 2) Usually hands when processing large volumes of data. 3) Not suitable for large firms and organizations. I deem this to be an entry/Beginner CRM platform. 4) There aren't any built-in marketing and contract management tools.
The Best CRM In The Game
Opmerkingen: Pipedrive is by far my favorite CRM after extensively reviewing over a dozen of them. I recommend it to all of my clients because of how versatile it is with third party integrations. I also recommend it to any beginners since you do have the option of getting WAY more features than anyone else offers at the top-tier package; all while being one of the least expensive.
I like the simplistic UI, the customizability, and the fact that Pipedrive has the widest range of integrations in it's class. I would go as far as to call it MODULAR, meaning you can add pretty much any feature you'd like via 3rd party integrations. With this is mind, you'll never be limited to some of the things Pipedrive doesn't do as well. Alternatively, if you're looking for everything under one roof, Pipedrive does this better as a whole than any of the competition.
I'm not a huge fan of how some of the very simple features are blocked off from the lowest price plan. Since I prefer the 'modular' setup, this is the only plan that makes sense to me, but I do miss some of the features like important fields that display certain fields first based on where the deal or person / organization is in the pipeline. I used to run the top tier package from Pipedrive, and I wasn't really impressed with the automation features. They're a bit limited and the triggers don't always work.
Redenen om voor Pipedrive te kiezen: Trello does not scale well and was not comprehensive enough for my needs
Overgestapt van: Trello
Redenen om over te stappen op Pipedrive: Pricing, features and most of all a great and flexible UI/UX
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.)
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.
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
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.
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.
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.
Redenen om voor Pipedrive te kiezen: Streak didn't have many features that we needed to manage our leads and contacts.
Overgestapt van: Streak
Really great tool if need more than Hubspot and less than Salesforce
Opmerkingen: Really great among all CRM tools if need more power than Hubspot CRM and don't want to shell out dollars for Salesforce. The mobile app is especially good among CRM tools.
Pipedrive has some of the best integrations have seen at that price point in any industry -- the customer lookup in Trello being a prime example. The overall product quality is also incredibly high -- e.g., we can see all export reports ever pulled in the system for audit purposes.
The biggest gap is consistent with almost any CRM on the market -- while we can drag & drop or bulk change statuses of tasks in spreadsheet mode, we can't change the task order within stage. Pipedrive *does* have some capability to hack this which we did on occasion -- specifically, just change up the event dates in the tasks and assign a custom field to be your actual due date -- it was clunky but it worked, and ultimately just use Trello for deal management.
Redenen om voor Pipedrive te kiezen: needed more CRM capabilities
Overgestapt van: Microsoft Excel
Redenen om over te stappen op Pipedrive: general BCC of email, ability to do bulk edits, and drag and drop between stages
Life Saver for Disorganized Sales Team
I was building a website and setting up social media platforms for a company and asked "where will these leads go?" they were only using email. Everyone was stepping on each other's toes and had no idea who was called and what was discussed. Some inquiries were never replied to (just lost). They told me they'd have to spend $50000 for a specific crm they needed???
Had to do a bit of research; I looked at some options and many of them were just visually confusing, too complicated, too expensive etc
I tested out Pipedrive and pitched it to the sales team. They're so grateful and very organized now! They love making notes! I would recommend Pipedrive to any sales team just getting started!
So easy to setup and get started, syncs the email accounts beautifully. I setup forms through our Wordpress site using Elementor, and used a plugin called *Elementor Pro Form Widget - Pipedrive CRM - Integration* to send all submissions directly into Pipedrive. Every form submission shows up in Pipedrive "New Leads" automatically creates a new contact, lead and note using information from the contact form. Very good price for this application! Sales team is very organized now, and accountant was happy we didn't break the bank! The sales team is very experienced in sales, but they definitely learned something new with the activity-based selling process :)
Pipedrive embed form is a bit slow to load in the page, I had trouble putting multiple forms on one page (as popups, didn't load), and limits styling etc but nice to have as a quick simple option to get started. In the end didn't use it. Don't use zapier / zaps to send from web forms, not worth the extra $$ per month - if you use Wordpress and Elementor - get Elementor Pro Form Widget Pipedrive CRM Integration from Code Canyon, makes the connection an absolute breeze with more customization options. There is an issue with using an email alias from our Gsuite account: it keeps defaulting to using the original email address (with old domain) which team doesn't want. We're going to have to remove the alias and make it its own email account for it to show up correctly. We've asked for support from both Pipedrive and Google, and no one understands why our alias doesn't work.
Redenen om over te stappen op Pipedrive: Best features and best value. Pipedrive understands sales, and the sales team barely needed training with Pipedrive, they opened it up and just "got it." Wasn't expensive at all, very reasonably priced.
Opmerkingen: We haven't found a better system for the price or one that didn't require another 6-month long "consultant" to customize it, only to learn that what we really wanted was not doable. I'm finished searching for and customizing CRM's because Pipedrive has done the job well-enough for us.
We have tried and bought countless CRM's for our small Commercial Real Estate firm. We've spent over $100,000 reviewing, consultants, setting-up time (dedicated payroll) and purchasing the CRM software. No matter how many times we try to move-on to the latest and greatest CRM software with all the newest features, we keep going back to Pipedrive. The simplicity, clean layout, customization (without a consultant) and price just keeps us coming back to Pipedrive. We can make countless custom form fields, add phone, text, chat, IVR, email. They have a generic version of AI which looks up a contacts Social Media info and business data. There are management controls and reporting. The software could be more robust and add more Multi-Channel marketing features, but we haven't found a better system for the price or one that didn't require another 6-month long "consultant" to customize it, only to learn that what we really wanted was not doable. I'm finished searching for and customizing CRM's because Pipedrive has done the job well-enough for us.
The software could be more robust and add more Multi-Channel marketing features. We prefer CRM's that have all of the communication features included, such as email, chat, text, call, etc. Recently, Pipedrive added a phone system, but you are required to upgrade to a "Pro" account. We would prefer to just pay for the feature per agent, vs increasing the price for all of our agents for a simple feature like adding a phone, etc.
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.
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...
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)
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
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.
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.
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!!!
It Is For You
Work process robotization (Move an arrangement and an action is included, at whatever point we reach another arrangement can be included, and so forth.) - Super Useful! Can send messages straightforwardly through stage and they appear in Gmail Does not intergrade legitimately with Intercom just through Zappier. Can interface with Gmail schedule Analytics - With arrangements won (by month, day, year and so forth), estimation of arrangements won, normal per bargain, normal time until an arrangement is won, look further and you can perceive what items make up those arrangements won (term, perm, CI and so on), Deals lost - by stages, by stages after some time, by reasons, by reasons over the long run (you can limit what stage you are battling in). Won versus lost - pace of % on change to the following stage, transformation for the main stage, lost from this stage, change to won (win/misfortune proportion). Track the % shot of moving the arrangement to one phase to the following. Estimating income - Current income, future arrangements to be won, can refresh the nearby dates from month to month, see what has been won, see the phases on the open arrangements and alter the end month (status bar demonstrating its stage), set conveyance date choice (ie you put the arrangement in won when it goes to guaranteeing and the stays there for a while (3 weeks) to get an exact date when the income is gotten). Arrangement change yet nothing else, Deals won, Deals lost, income Forecast (platinum
In spite of the fact that the Silver arrangement doesn't give all the enhanced highlights as the Gold, (for example 2-way email adjusting, call scheduler, email following, and so on.) we would prefer not to switch the majority of our clients over to the Gold arrangement in light of the fact that lone a couple of them would profit by/would require the additional highlights. I wish there was an approach to redesign a portion of our clients to the Gold arrangement and keep the others at Silver. We utilize Pipedrive's reconciliation with Slack to tell our group when an arrangement has been recognized, won and additionally lost. Right now, you host to utilize a third-gathering (Zapier) in the event that you might want your notices to be increasingly explicit and I have been not able get Zapier to work effectively for us. I have just contacted the two sides for assistance however have not gone to an answer ( so be careful you may keep running into issues with incorporations - without a ton of helping support from either side).
Great product, easy to use and many features
• Workflow automation (Move a deal and an activity is added, whenever we make a new contact a new deal can be added, etc.) – Super Useful! • Can send emails directly through platform and they show up in Gmail • Does not intergrade directly with Intercom only through Zappier. • Can link with Gmail calendar • Analytics – With deals won (by month, day, year etc), value of deals won, average per deal, average time until a deal is won, look further and you can see what products make up those deals won (term, perm, CI etc), • Deals lost – by stages, by stages over time, by reasons, by reasons over time (you can narrow what stage you are struggling in). • Won vs lost – rate of % on conversion to the next stage, conversion for the first stage, lost from this stage, conversion to won (win/loss ratio). Track the % chance of moving the deal to one stage to the next. • Forecasting revenue – Current revenue, future deals to be won, can update the close dates from month to month, see what has been won, view the stages on the open deals and adjust the closing month (status bar showing its stage), set delivery date option (ie you put the deal in won when it goes to underwriting and the sits there for a period of time (3 weeks) to get a precise date when the revenue is received). • Deal conversion but nothing else, Deals won, Deals lost, revenue Forecast (platinum only) • Deal won can set an email reminder to our future admin person to send a thank you card! • Works with mailchimp as well • Customer success team can help after the client is opened. No time limit available. • Has slack and Trello integration • Direct integrations with analytics and marketing software. • LINKS WITH AIR CALL • Integration with intercom through automate (can create a note on the clients profile on the CRM when a message is received or sent). • Can 2 way sync all intercom and CRM contacts through PieSync App • Create Pipedrive deals for new Intercom users (Zap) • Most integrations available by far
Not as clean as Fresh Sales, does not have an internal platform for email messaging must link with mail chimp.
Driving you pipeline to success
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.
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).
Pipedrive is an exceptional tool for Sales Managers and Sales Teams
The brilliance of Pipedrive is that by implementing the tool, Sales Managers as well as business owners will find that they simultaneously build best practice Sales Management capability into their businesses. Pipedrive really feels like it has been built by Sales Managers and Sales People, rather than by technical people, as it takes into account the things that frustrate Sales Teams the most. For example, simplicity and ease of use is essential to ensure that Sales People adopt any new Sales Tool. Pipedrive has really embraced simplicity and ease of use. One company I work with has a team of sales people mostly above the age of 50, who have successfully adopted Pipedrive. For Sales Managers, to have a tool to help them accurately predict whether their sales people are going to miss target, BEFORE it happens, is essential. Pipedrive makes it easy to setup standard sales processes. And to monitor leading measures that will predict future problems. This gives Sales Managers time to take corrective action. The tool also comes with the most powerful data import engine that I've ever worked with. So migrating legacy data into the tool is far easier than with any other tool I've worked with. All in all, I give Pipedrive a big thumbs up.
This is a minor point because it's easy to work around this problem: Pipedrive's ability to filter deal data an become frustrating as you have to setup pre-defined filters, and you very quickly get bogged down with too many filters. The workaround is to export the data into Excel and manipulate the data from there. Also, the ability to work with a pre-defined set of Products, while available in Pipedrive, is not the tools strong point. I hope to see a more refined implementation of Product capabilities in future releases. Lastly, it's important to note that the pre-defined reporting only starts to make any sense after some history of data is available. Some of the reports make sense after a few weeks of diligent use of the system by the sales team. Other reports will likely only make sense after a few months of system usage. Obviously this problem is relevant to any sales tracking system, not just Pipedrive.
The Best That I've Tried
A few months ago, I started using Pipedrive. Back then I chose Pipedrive because they were the only CRM that would allow me to create a customer field not only populate that data from a spreadsheet import, but allow me to update that same field later with some new data. I work a lot with quarterly data from the banks, so that was what won me over initially. At the time I compared it to Insightly, which does not allow updates to custom field from an import.
A few month later as my business developed, Pipedrive then added the integrated email feature. That was awesome. My business model was evolving, so I tried out Insighlty again, Soho and Trello because I knew others that were using it. While Insightly and Trello would allow you to assign emails to a deal or flow, it was troublesome. Soho doesn't allow any email assignments to a deal. I'll give them Kudos though because I paid $25 to try them out and they were kind enough to refund my money. Now I know there are more CRMs out there. And I figure some of the higher dollar ones might do everything that I want. But right now I am happy with what I am getting for my monthly rate with Pipedrive.
Is it perfect? No. It's about 85% of what I need. Pipedrive comes out with new features all the time, so I one day they might be up to 90-95% of what I need. So here are my Pros
Email Integration - with a click of the mouse I can assign an email to a deal.
The Ability to Update Custom Data
Communication with Support Cons
I could use some functionality to automate the creation of tasks as the deal moves from one stage to another. I am getting around that right now by using Automate.IO and Zapier. They both provide 5 Free automation scripts. The mobile app does not use email. So when I am out and about, I am using my Gmail for work and then I have to do some cleanup later with tying emails to deals. I can't flag emails. For example, in Gmail if it is an important email, I will star it so that it is a constant reminder for me to address something. It would be nice to have a feature to do that with Pipedrive. At the minimum, allow me to create an activity with the email with the click of a button. Lack of development communication - What's being worked on? Where is the developer / user conversation. It's not required, but it would be nice. Overall I do enjoy my Pipedrive.
Email integration Mobile app Customization
Email integration - I would love to be able to assign an email to multiple deals. Email flagging - I would love to be able to flag an email as important, like stars in Gmail, or have the ability to convert it to an activity. Email on the mobile app - doesn't exist, which forces me to use my Gmail