Pipedrive Reviews

Summary: Pipedrive simplifies sales pipeline visibility for small/medium visibility businesses with intuitive Kanban-style boards. It is easy to adopt for sales teams as compared to complex CRM platforms.

Positive: It has an amazing simple & intuitive interface focused on sales pipeline management. It is also very useful for visualizing deal stages & forecasting.

Negative: The major cons with limited features compared to full scale CRM systems. It has constrained customization capabilities.

Summary: Without Pipedrive, my sales process would be cumbersome, I would also have a great deal of entanglement with managing my clients since I generally have a wide portfolio of contacts which I frequently manage and have a close relationship when it comes to business. Therefore, this platform gives me the possibility of maintaining a more fluid sales process and I can also have a follow-up of potential clients which I can reach agreements for better business in the future, making my sales funnel the best and continually progressing. Using this platform has been able to help me in the management of customer contacts, as well as having a better administration regarding the contracts and commercial requirements that I have with my customers, this being valuable information to be able to have a better evaluation and in turn have a good diagnosis of agreements.

Positive: * The plans are very flexible for any person and company, it can also be adjusted to the needs of each user who purchases a plan from this platform, since functions of superior plans can be attached to those purchased without directly acquiring a more expensive plan. which will not be used to their full potential. I really liked how they handle the plan system of this platform because it adapts very well to the functions that the end user will take advantage of, so the final price can be adjusted depending on the selected plan and in addition to the additional features that the user goes for. to need in the plan you have selected, therefore you do not pay an excessive price for a plan that will not take advantage of you and that also may have features that are only available in more expensive plans, making everything more flexible.

* Its interface is very well worked, so I can say that it is very intuitive so as not to get lost in the process of learning the features that this platform offers. What caught my attention when using Pipedrive for the first time is that compared to the competitors, the functions are more organized, and it is not very difficult to get lost along the way. It goes without saying that it has a learning curve like any CRM, however, I can mention that despite that it is not so cumbersome to be able to learn the functions and tools it offers, but I will leave the negative aspects of this section in the negative aspects. But in short, it seemed to me a very clean platform so that the end user does not have problems when implementing Pipedrive to their work environment or a company adds this platform for the definitive CRM.

* The resources of this platform are very good and complete; I have learned a lot about Pipedrive and its complete management of almost all its tools that it offers me. It also has a solid community which has allowed me to further optimize my work by applying certain techniques that have made it easier for me to integrate other platforms into Pipedrive and not have to move information manually. In addition, since I am mentioning the integration with other platforms, this reminded me of how complete your documentation is in relation to being able to connect them through your API, this helped me a lot so that I have control over the handling of information between platforms, being able to create my private apps within Pipedrive and have everything work as planned.

Negative: * I would like to be able to have a more direct integration with other platforms because although I can have integrations through connections with Zapier to other platforms, it is a bit tedious to have to learn from the documentation in order to have good communication between the different platforms with this one. I know that there are platforms that already have direct integrations with Pipedrive and without having to use code since everything is interactive but not many platforms are available and there are also integrations made by third parties that do not work as well as they should, in my case it would be integrating Google Analytics which is not available natively but must be connected with Zapier or with integrations developed by a third party which brings many complications when requiring support since Pipedrive is not responsible for problems created by third parties.

* It is a bit disappointing not to be able to count on an inefficient customer service since in most of the times that I have needed help with certain problems I always get the same results from the staff that is handling my case and it is the fact that they always they respond to "solutions" by sending me links to the Pipedrive website where possibly the answer I need to my request is, which is not always the case. Therefore, I have to wait a long time to be able to solve a problem due to the inefficiency and lack of knowledge that the customer service of this platform has about possible solutions that it can provide, I know that they have answers to the most frequent requests, however There are issues that must be addressed in depth where technicality is involved and the user or company requires solutions that not only depend on customer service but also on someone else involved in the internal operation of Pipedrive when there is a problem.

* Although I have mentioned that this platform is very intuitive and dynamic, it does not take away the idea that it is difficult to adapt to this type of platform since it has a learning curve which requires a little time and effort on the part of the user to that you can understand how to use this Pipedrive correctly. Therefore, my recommendation for users who are starting to use this platform for customer relationship management for the first time is to try the free version or you can also obtain a demo to be able to simulate and assimilate the entire process of this platform. , and that you can have a better workflow without having problems during daily use in a real environment where there will be a large number of clients that have to be managed.

Summary: I carry out management follow-up of sales activities in real time without any wall in front of me that could stop or interrupt my workflow. I have been able to establish the agreement from this platform AND be able to integrate others so that I do not have to leave or manually pass information from one platform to another, so being able to establish communication and agreement with clients with Pipedrive is very easy and intuitive to do it this way. .

It provides a facility to track potential customers and also you can track all conversations of all customers available within my company. I have also been able to manage the sales funnel very easily through this platform, so I have not had problems managing both clients and sales.

It also integrates very well with the marketing sector, so this tool is very powerful since it brings several functions in one even though it may not seem like it, so if you want to measure the impact that the sales process is having through marketing It can be done within this company and you can determine if what is being applied is working or not so that you can make decisions about whether to change a strategy or apply a new old strategy that already works.

Positive: The chatbot makes it much easier to have a communication while the clients are not available or are waiting, this solves a lot when looking for quick solutions to the doubts of each client. In addition, you can keep track of this conversation, so you can track everything the client needs and when a staff responds, they can provide solutions in advance, making the job more efficient and quickly.

The integration it has with various platforms such as marketing is really very complete, it is also very complete when wanting to integrate a platform that optimizes all the work such as Zapier and also it is not necessary to forget that a communication platform can be integrated and thus facilitate Being able to communicate with customers and employees on both platforms bilaterally. So there will be no problem at the time of having a platform for a specific job and it is not necessary to change the platform for this to end, but rather it adapts to whatever platform you are using in your company.

Its platform is intuitive and also in the web version it is free of errors, so it loads very quickly. In addition, it is very easy to use this CRM platform without any problem since any user can access and use it with little knowledge of CRM. Its API is also very complete and easy to use, so if you want to integrate more things through its API, you can do so. I am attaching this. Its documentation for the API is very complete, so it is very easy for IT to understand all the documentation that this platform provides

The reports are very complete and also customizable, so there will be no need to use external tools to perform this task, and it also produces good results using this platform. This is essential for me and my company to be able to have a good analysis of the results through the reports generated with Pipedrive, even more so when I can customize what information will be displayed within the reports.

Negative: There is no Contact management facility when it comes to sending several emails at the same time to different contacts, and this is a limitation since external platforms would have to be found to carry out this automation of sending a single email to different contacts. It sounds incredible that this CRM platform can't handle contacts to send information in groups but that's the way it is and it's uncomfortable to work like this sometimes since there is certain information that is the same for many contacts and it is required to be sent at the same time without doing it separately manually and one at a time. So I would like you to integrate a way to send mass emails to mass Contacts without any limitation or integrating it into current plans with certain conditions so that the company and the users win.

Customer service could be improved since the response time is too long when you want to clear up doubts about a particular feature, it is also important to be able to have customer service almost instantly since in my case it was somewhat difficult for me to be able to integrate third-party applications to this platform. So it took time to be able to expect an effective response to the concerns and problems that it presented at the time, for this reason a more effective customer service is required that can respond a little wasted time in order to provide any company with almost instant solutions without delay any company or that there are walls that allow the use of this platform to continue.

Despite the fact that there is a space to be able to track the products, the characteristics that can be added to each product are very limiting, for me it is important to be able to detail each product with its specific characteristics, as well as to be able to have an easier search with the They have many products within this platform, such as having a filter or keywords. This is very important for my company since a property follow-up was carried out which the information that can be provided within this platform is very limiting and I would like more information to be added than just the basic information within this platform.

The mobile application has some bugs and poor optimization, no matter what operating system the smartphone is running, it just hangs or stops responding when there is a lot of information inside the application. So it's almost impossible to work properly from mobile devices as it's a bit cumbersome and slows down the workflow. So preferably use Pipedrive through the browser, since then you would not have problems when using this platform.

Summary: Pipedrive is a good sales channel that has allowed me to have a good sales channel within my company. With this platform, a large window has been opened by having different functions that provide solutions to customers. It was possible to direct my sales team correctly, being able to focus on what the clients needed and also get potential clients who want to acquire the services that my company provides. I have kept track of all the clients of the company very easily and I have also been able to cover the monthly quota of the sales by exceeding the sales of last year. I loved that it didn't require a lot of effort to understand how this platform works, although what still bothers me is its price and that the API fails too many times, I can put up with bad support, but the two problems that I just mentioned They are a critical point for my company to achieve a good development and also obtain a good return based on the investment that I am making within this platform.

Positive: + Complete, intuitive and easy interface to manage, organize and customize. In addition, it integrates very well with many platforms, in case you need automation, project management platforms, team chats, cloud storage, video conferences and more are available. You just have to look for availability and what is best suited. It is very easy to understand its functionalities and also does not require much experience with CRM-type platforms to fully use Pipedrive, with basic knowledge it is possible to understand this platform and have good sales management for your company.

+ I have the ability to sign documents without having to use another platform or integration that allows me to do this type of work. It has been very useful when I need to approve documents with my consent and I want to do everything digitally to speed up the process. I also found it useful when signing contracts with clients that are very remote from my location, allowing ease and accessibility for everyone by not having to require documents to be signed manually.

+ I like that I can synchronize emails from other platforms like Gmail or my company's emails to have everything in one place and thus be able to send and receive emails within this platform without having to leave. This made it easier for me to be able to apply the templates more easily to my emails created within this platform since I have organized several templates and depending on the need or the client I have different reasons which I can edit and send without having to leave Pipedrive.

+ Multiple ways to import customer contacts, both from a database and from emails, as well as from another CRM platform. With Pipedrive there will be no problems having all your company's contacts, since it has several ways to import contacts. It has worked for me to import contacts from other platforms which do not have direct integration with Pipedrive, so it has been a good solution for me.

Negative: - The response time that Pipedrive takes is a very long time regardless of the plan you have. I have waited up to 3 days for answers when I had problems with certain tools within this platform. In general, my company has multiple SAAS products and many of them have good technical support available almost 24 hours a day. However, Pipedrive is one of those platforms that take time to provide solutions, causing certain operations within my company that have to do with the problem that was being had to be paused, as well as losing money after days go by without having a quick solution.

- Despite the fact that the mobile application is available for both iOS and Android, it is not very complete and stable, I cannot deny that it receives constant updates, but there are very few new things that have been seen in the mobile application and also not all the functions of the web version are available in this version, so it is not very useful to say that I can have the correct CRM management through my smartphone. If they improve the stability it would be nice since at least I can work with my phone without it closing or freezing from time to time when I handle a large amount of information.

- The API is very good and complete, but it tends to hang a lot, so it could take time to respond when there is a problem and this is a problem when you have automations through your API. I don't like that the workflow is interrupted and that many manual entries have to be made when they were already automated, this causes a bottleneck having to manually fix what the API is not doing correctly or simply not doing. I have contacted support several times and their only solution is "we are doing maintenance".

- The price per user is extremely expensive, it will not be cheap to integrate the entire sales team if that is what you want, since the bill would be expensive in each monthly installment. It is not like other platforms that include a certain number of users who can manage CRM at the same time with a single account. With Pipedrive, you have to make calculations to find out if it is profitable to have a large number of people within this platform or find another more accessible solution for the number of people that are available in the sales department.

Summary: Pipedrive is an incredible platform to be able to control your company's CRM in a simple way. This platform has been key within our financial services company, since our sales agents are constantly in direct contact to obtain or negotiate our company services. Therefore, it allows me to negotiate with each one of the clients and allows to establish a constant communication during the negotiation process, in addition, this platform allows me to interact with the client, offer him offers immediately, control the expiration time of each one offers and discounts on the prices of our services and much more. Without a doubt, I believe that it has already left me, it has not provided me with the key functions to be able to develop a correct negotiation process, our financial services company is totally grateful with this system, we have been able to greatly expand sales within the company, in addition , we have been able to control and divide the attention to all clients during the negotiation, each of the agents is assigned a daily negotiation thanks to Pipedrive. The only negative thing about this platform is in relation to the prices it manages and how complicated it is to use for the first time, since the integration process is too complicated.

Positive: Pipedrive is an excellent service to be able to improve the CRM system of any company. I really liked that this platform is capable of registering all the contact information of a client in an automated way. This platform has excellent compatibility and connection with another campaign system. advertising, as well as it has an excellent synchronization system with our sales platform, so every time we get a new client within the campaigns or within our sales platform, they are automatically registered within this CRM platform, all Contacts data is automatically transferred by this system so we can have this in the database, this is fantastic as we will never lose contact with potential customers, we will always have direct contact through various ways. I also like what this platform allows me to monitor in real time each of the customer service that is occurring at a specific moment, within this platform I can view in real time and monitor each of the negotiations that are taking place in my company, since in this company we have many agents in charge of sales, therefore, this main panel helps me monitor and know the active negotiations. In addition, I liked the fact that what is stupid does not allow me to know that people are serving the customer, I can see the progress of this negotiation in real time, and I can also see all the communication they have had since the negotiation began.

Negative: The main negative characteristic that it is necessary to mention about this platform is that the process of integration and synchronization with sales platforms and campaign platform can be quite a complex process, therefore, I recommend that a trained team be used so that can perform the corresponding integration between this CRM platform and the sales and campaign platforms. The second negative thing in relation to this platform is the high costs, I consider that these prices of this platform are quite high compared to other platforms such as HubSpot CRM. In addition, it is also important to mention that another of the negative things about this platform is that the free version does not work much, since this free version only allows you to add a few potential clients or contacts within the platform, in addition, it does not allow you to store in a database, each of the conversations that you have with clients during the negotiation process, therefore, I do not recommend this free pressure at all, it does not help much, unlike platforms like HubSpot that offer an optimal CRM platform with free plans. In conclusion, the only negative things I don't have about the platform is that it's a bit difficult to integrate with another platform, and the prices should be lowered, so that this platform is appealing to new users.

Summary: Overall, Pipedrive has been a good piece of software, but not perfect. Mainly, it is necessary to mention that we have had a very good experience with respect to the functions of Pipedrive, each of the functions fulfilled its corresponding task, in addition, at all times we were able to attend to the requests for negotiations of all our clients. The things that didn't make our experience perfect, we've mentioned before, hopefully this can be optimized for a much more complete experience than we got recently. I trust that Pipedrive has a lot of potential, the entire support team of this software was always present to answer our questions.

Positive: Pipedrive is not only focused on being able to provide us with the highest quality when it comes to CRM with all our clients and future negotiations, but it is also focused on providing us with more direct connectivity with our potential clients, allows us to chat and carry out faster negotiations. Pipedrive has a good structure in its platform, it is very well made and has very well organized sections so that the sales flow is easy to manage. The things that stood out most positively were the following:

1. There are different forms of open communication on the Pipedrive platform, we can send direct emails from the same platform to our clients, we can attend to the negotiation in a live chat. In addition, the live chat is very complete, this helps negotiations to be done online without any interruption.

2. Pipedrive is able to automatically record all deals in our main dashboard. When one of our sales agents has successfully closed a deal, an automated record is made, where all the details of the negotiation are saved, how long it lasted, the conversation between the client and our agent and many more details, this automatic record It helps to keep a record of everything that is done in our company.

3. When there is a pending deal to be attended to, Pipedrive sends immediate notifications to the available sales agents, this allows the deal requests of all our potential clients to be attended to in record time without making them wait long for a response.

4. There are several branches of negotiation, every negotiation goes through some phases before being completed. In Pipedrive, every time the negotiation progresses, we receive notifications and a progress bar is displayed. As the primary owner of the business, this helps me know if my employees are doing the right job.

Negative: In general, we have a lot of positive comments about Pipedrive, because it has been a software that has played a very important role in the development of all our sales, however, the negative features are also necessary to mention about this software, since it does not It's perfect, it has some details which I trust will be optimized very soon.

1. Pipedrive's free trial is not as complete as it seems, when we started using this software we thought that with the free trial we would be able to monitor the negotiations in real time, but this was not the case, the updates of the status of each negotiation took time to appear in the platform. Also, this free trial did not allow more than 5 trades to be made at the same time.

2. There is no kind of guide so that new employees of our company in the sales sector can quickly adapt to the features of Pipedrive. Sales training is done internally with employees who already know how the system works, I think they should add a guide so that new users adapt to the system faster.

3. Videoconferences with clients cannot be made. This is a very important function for sales processes. Making a videoconference would help to expand communication between the company and potential clients, to share ideas or all kinds of solutions that are useful during the negotiation process.

Summary: Pipedrive is the best tool for tracking conversations with potential suppliers, customers and partners. It is the best tool for to-do's and is the most direct way to transmit important files via email.

Positive: The main thing we want to highlight is its ease of purchase thanks to the fact that it is very cheap compared to other CRMs we use that are on the market. It is very easy to set up to add new staff members and the general marketing department. It is an excellent tool to keep in order business contacts and customer prospects.

Negative: We need to be able to link multiple email accounts to one main account, as sometimes the consultant on duty can't check project updates and whoever is logged in can't access due to lack of connection or access.

Summary: What we were looking for before we got Pipedrive was an extensible software that would allow us to attach our sales to our Excel reports, and fortunately, with Pipedrive we have been able to go much further than that, with the use of templates that vary in relation to the sales methods we want to apply.

Positive: Within Pipedrive we possess all the tools to make our work with customer conversions extensive and easy to carry out. There are many useful options we can take to make our communication towards customers as clear as possible, and customizable on different levels, depending on our sales target.

Negative: Pipedrive's reporting system is not intuitive enough for us to be able to apply forecasting methods correctly, even though group or individual profit tracking can be done. Earnings reports are not updated, on a daily basis, until all salespeople have manually updated their data.

Summary: Pipedrive is a good way to keep track of what happens within each of our sales, and to save time by communicating more quickly with customers. It is innovative to be able to create so many funnels without making it difficult to follow them, and to add to them all the information necessary to work correctly.

Positive: Among the crm on the market with greater compatibility with other apps, Pipedrive is one of the most positive points when it comes to personalizing sales information. Pipedrive is quite good at handling online messages through various channels, so it is easy to keep in touch with leads.

Negative: Through Pipedrive's communication dashboard we can analyze the most popular trends in our target market, and the most frequent movements of our audience, but we can't exploit this to the fullest by not having a good system for importing databases from external services. It does not integrate well with mass marketing services.

Summary: I use Pipedrive to track sales. Now, as the only salesperson, I am the only user of the application. It helped us to immediately understand leads throughout the sales process and estimate potential revenue and timelines. It has completely organized and simplified the process which was previously very problematic and confusing.

Positive: Your estimation tool provides me with very real and accurate data (combined with my knowledge of the market and products, etc.), which can help me understand my potential revenue range according to the current sales process. Your dashboard has been carefully designed to balance simplicity and density of information. I can see all my current prospects at all stages and, at a glance, who I need to contact again to maintain progress. Pipedrive seems well suited for small businesses with cross-functional vendors. I'm not sure it's right for the large enterprise situation. But for small businesses that need to get rid of lead management through email and spreadsheets and don't need enterprise solutions like Salesforce, Pipedrive is the right solution.

Negative: Once the customer completes the sales process, the application has nothing to do with the customer. I need a separate management system for existing customers.

Summary: Pipedrive informs us about which products, actions and teams can help improve our sales. To deeply review the measures and parameters of our business by tracking the progress of the company by setting individual and group objectives, the platform measures the productivity of the company according to our goals. We had a great experience with the software because it helped us to observe and solve which were the errors we had regarding our sales, making a simple analysis of the sales process and monitoring the administrative tasks of the company saving time, efficiently managing the flow of sales of the entity.

Positive: The program provided us with a guide on its features and how to add them to our company, without the need for consultants. The interface is simple to manage our customer lifecycle, its impressive automatic tracking of calls and mails regarding sales is very transparent, it provides us with real-time reports that show if we are on the right track, making it easy for us to adjust course if necessary.

Negative: There is no visibility on whether or not our customers read the mail sent by one of our consultants. It does not have other means of communication that are more direct with our clients such as videoconferencing or instant messaging, as it is important for us to keep in touch with our clients and meet their needs.

Summary: Our general experience with Pipedrive has been very good, despite the high prices of the plans it has offered us, we have decided to continue using it in our company because it has been a software that has provided us with real-time monitoring of each open case and each open negotiation with clients. Pipedrive helps sales to be more successful, as a closer negotiation can be done with the customer and it can be done consistently, giving a much faster response for each negotiation request. In addition, Pipedrive has helped us to control the sales history, knowing what type of negotiation is taking place, we can also know if a call with the client or a meeting has been scheduled to consolidate the negotiation.

Positive: The management of consistent communication with customers is one of the most important factors for us because that is what generates more sales in our company, and allows us to satisfy the customer. What I liked the most about Pipedrive is the "offers" section since this section shows all the transactions or negotiations that are happening in real time with each client, and thus we can handle them at different stages in the sales channel. Furthermore, this section has allowed me to be more attentive to each new negotiation that opens. I also really like the "occupations" section since here I can know what kind of attention has been given to each client negotiation, be it a call, meeting, task or trading deadline.

Negative: One of the things that I have always criticized negatively about Pipedrive is in relation to the prices that this platform handles. I currently consider the plans that Pipedrive offers to be somewhat high in price. There are many platforms to control a company's CRM that offer similar features, but we have considered continuing to use Pipedrive due to its effectiveness in tracking deals in real time, however, I think that the prices should be a little lower so that have a much higher ROI.

Summary: Experience with tracking the leads.
Cost effective.
Robust and efficient with email marketing.
Great customer support.

Positive: It's more cost effective.
Reliable with tracking the leads and turn them into customers.
Effective with email marketing.

Negative: Great software and easy to track the leads into opportunities.

Summary: Pipedrive provides users to sign in and see an outlook on everyone of the arrangements and stages for an organization. That is by a long shot the most significant. Hence, I do not need to draw reports, and that saves time.

Positive: I like Its very easy and simple user interface. It has full functionality and features that my company needs.

Negative: They should have more project tools inside Pipedrive, so more customers contact could be done inside CRM.

Summary: Highly recommended for Sales teams looking for a simple, yet powerful sales tool to get them organized. Individuals and small teams might not need the extensive feature set.

Positive: - Excellent mobile apps and email synchronization.
- More suitable for small business units unlike those like Zendesk.

Negative: - Limited functionality when compared to other services with equal price tags.
- The limit on number of free emails is quite less.