Pipedrive

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)

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.

Pluspunten: 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

Minpunten: 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).

Opmerkingen: its a crm doing what we want a crm to do - collecting and storing client information and allowing you to book in future contact with them. It has some pretty clever features but also some annoying ones.

Pluspunten: The map function is great - it shows your contacts on a map which is really handy. the way you can customise filters in any field and save it is as a filter is great and easy to use. The search searches everything including

Minpunten: Live chat with customer service was great when we were on free trial, not sure if its a coincedence but once we started paying and using it the response time has changed from minutes to hours or days. It was great at first and wouldn't have used it without it being so quick but i guess thats the point...
Had heaps of troubles with imports, still not sorted out and there is only 1 person in Australia who can assist but i think it is a secondary line of business for him. Would have been happy to pay for support
It doesnt manage people well if their email address is not in there - default is it creates a new person which means lots of duplicates (with weird names automatically created from email address)or the other option is Pipedrive turn off this function by request and it does nothing - our previous crm had unassigned email where all the emails sat until you created a new person or assigned an existing one - it was the main method we used for adding contacts to the crm so not having it is a problem, we will have to work out some way of tagging existing contacts and then go through weekly and filter out non tagged ones and fix them so theres a workaround but its annoying for something i thought would be a pretty common issue.
if you click on an activity in your activitiy list it gives a pop up screen to edit the activity and only allows you to see info about that activity not anything on the company, if you go from the company page and click on the activity is better but n

Opmerkingen: We have obtained abundant benefits, sales have increased considerably. The investment we made in the software we have recovered in a very short time. Thanks to Pipedrive it is now possible to design the best sales strategies and we have obtained excellent results, in addition, the software does almost all the work for me. Even now we are more organized thanks to the registration of customer data. Pipedrive's experience so far has been extraordinary. We are very happy with this software.

Pluspunten: Pipedrive has many positive things, it is a very complete and essential software for companies that are dedicated to trade. I like that I can use the software on any of my electronic devices, I can use it while in my office, on the street or in my home. I like the fact that I can keep a complete record of our clients' data, that makes the job much easier. The sales funnel visibility is good, which has certainly helped us design excellent sales strategies. Also, its interface is very intuitive, everything can be done simply and without complications.

Minpunten: Pipedrive is excellent, I just think that it has to improve in some details, the technical service is not very good, it takes time to answer the problems that can sometimes arise. Also, Pipedrive is not able to send an email to multiple recipients and therefore I have to do it one by one.