Pipedrive Reviews & Product Details

Pipedrive Overview

What is Pipedrive?

Pipedrive is a sales management tool for small teams with big ambitions. It visualises your sales pipeline and helps to make sure important activities and conversations won’t get dropped. Salespeople really like it because it’s easy to use and intuitive. And managers like it because they don’t need to nag their team to use their CRM. It also sports built-in forecasting, integrations with other software such as Google Apps, MailChimp and Zapier and a powerful API for those that like to “roll their own” software solutions. Full functionality for just $15 per month.

Pipedrive Details
Website
Languages Supported
German, English, Estonian, French, Italian, Norwegian, Polish, Portuguese, Russian, Spanish
Product Description

Pipedrive is Web-based Sales CRM & Pipeline Management Software. Pipedrive focuses on making more sales happen with less time needed for admin.

How do you position yourself against your competitors?

High emphasis on user interface - all leads are displayed visually in an easily comprehendible way. Drag-and-drop feature let's you move deals through sales stages and gives you an excellent overview of your sales pipeline.


Seller Details
Seller
Pipedrive
Company Website
Phone
+1 (650) 924-9906
Year Founded
2010
HQ Location
New York, NY
Twitter
@pipedrive
12,010 Twitter followers
LinkedIn® Page
www.linkedin.com
672 employees on LinkedIn®

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Head Of Marketing
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Open Discussions in Pipedrive
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Pipedrive is the only CRM I've come across that allows me to map the salesperson's process seamlessly, from Prospect to a Close. I like the speed with which custom fields and workflows can be created and the seamless lead forms and chat bots on web pages which can be easily qualified using Leadbooster. This is one of the best features of Pipedrive.

It integrates into literally hundreds of systems using tools like Integromat and Zapier, making a salesperson's life even easier.

Support is excellent and consistently provide solid advice within seconds of requesting help in live chat.

Onboarding to Pipedrive or migrating from a different system is painless as long as you are working with a qualified partner who knows the system. It takes a matter of hours to understand everything available in the system and how to map your sales process for maximum effect.

Pipedrive tracks your identity across multiple companies which means you only ever need one login for Pipedrive.

The mobile app is a gamechanger as well - as soon as contacts are created in the system, the Caller ID feature shows your users how much this contact is worth in terms of open Deals as well as which organisation they're from. You don't need to store all the contacts in your phone either. Brilliant feature. Review collected by and hosted on G2.com.

What do you dislike?

Dutch and Arabic names with Van X or Al X are not recognised properly by the name splitting functionality when keying in someone's full name. As such, keying in Vincent Van Gogh on a mobile would result in a first name of Vincent Van. Mohammed Bin Zayed would be stored as Mohammed Bin.

Addresses entered in the main desktop version are not shown correctly in the mobile app unless they match precisely with a valid address on Google Maps. This means if the city where you are selling is in an area not fully developed by Google Maps, you need to be very careful with how you record business addresses.

As a CRM, these are two really important features for salespeople and they have yet to be addressed.

Where the mobile app fails hard is when you are a member of multiple companies you can only be logged into one at a time. This means that the awesome Caller ID feature effectively breaks if you forget to switch back to another company. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Before implementing Pipedrive, sit down with the Sales team and document the end-to-end process first. Highlight which parts can fit in Pipedrive and which require integrations etc. Do a full data collection and data-cleanse/de-duplication process before setting up the system. Pipedrive itself can be implemented within a half day if the preparation is done correctly. If this has not been done, you may end up changing Pipedrive significantly after uploading all the existing sales / customer data. I really like the fact that you can undo a data import after the fact - this level of "undo" is powerful and makes up for the lack of a test/sandbox environment.

Working through the process also helps people to understand that the sales process is not as complex as most companies think. This is particularly true when talking to a customer who is in love with Salesforce and can't see how they would migrate anywhere else. Socialising Pipedrive's features helps Sales teams to understand that their current process is perhaps too cumbersome.

One of my clients used to use Salesforce and told me that the entry of information in Pipedrive is a salesperson's dream - a new person and organisation can be keyed in and the deal created in a matter of 30 seconds, compared to a couple of minutes in Salesforce. I recommend asking Salespeople to create a deal for a new contact and organisation in Salesforce and then do the same in Pipedrive - Pipedrive is so good for speeding up that initial process.

Security is also excellent in Pipedrive - fine-grained role-based access control is in place with hierarchical team structures and access controls very simple to put in place. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Pipedrive has transformed some of the businesses I have worked with - for firms in Accounting, Consulting, Heavy Manufacturing, B2B and B2C eCommerce to name a few. The level of automation possible using the built-in workflows to the outstanding API connectivity, means that virtually any business process can be captured and beautifully automated in a matter of hours. In a small company, we have been able to integrate the sales system to the accounting system and reduce administration staff by 50%.

We've also been able to link Pipedrive into communication tools such as Twilio to send SMS or WhatsApp messages to customers at different stages of the process. This is so important for a B2C CRM platform. Review collected by and hosted on G2.com.

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Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Permet de conserver toutes les actions effectuées dans un dossier (notes, appels, suivis, emails, relances, tâches, etc...)

Le système propose toujours de planifier la prochaine étape et de bâtir son calendrier d'avance - plus jamais de journées blanches !

La recherche est facile pour éviter de travailler en double avec un autre collègue et perdre du temps

On peut collaborer sur un même dossier facilement, se partager des notes, prévoir une activité pour un collègue

Les rapports sont simples à utiliser et la personnalisation se fait en quelques clics

Les différentes vues permettent à chacun de travailler à l'aise, selon le style de chacun

L'application mobile est vraiment bien conçue, efficace de travailler avec les deux en même temps si vous ne pouvez pas faire d'appel à partir de votre ordi directement

La gestion des usagers et des permissions est simple

L'application est très intuitive

Etc... Review collected by and hosted on G2.com.

What do you dislike?

On ne peut pas identifier les éléments de suivi les plus importants et lorsque le cycle de vente est long, ce serait très utile Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Essayez-le !!! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Récupération complète des efforts de développement d'un représentant qui quitte - on peut facilement router les dossiers en cours vers d'autres représentants

Gestion d'équipe facilitée, voir l'activité chez un rep, comparer les étapes atteintes et les résultats, permet de se poser les bonnes questions pour améliorer la performance de l'équipe

Clarté des suivis

On élimine le risque d'échapper des dossiers Review collected by and hosted on G2.com.

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Data analytics | Local Payment Methods
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

It is absolutely a great tool. I Iove the simplicity of this tool. It consists of variety of options for managing customers. There is also availability of so many helpful tutorials. I love to use this awesome platform. It is incredibly easy to run and keeps our leads well organized. It is playing a very significant role in automation. Review collected by and hosted on G2.com.

What do you dislike?

Although mobile version is found to be very helpful. One of the least thing is that mail management is found to be difficult on mobile phones. Sometimes while sending single email to multiple contacts, we have to face problems. It is less suited to large organization or firms. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I suggest all professionals to try this amazing tool. It will make future of your organization strong enough. It offers very attractive and easy to use graphical interface. It has strong capability to meet all of your organizational needs. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

This is proved to be the most practical tool. This CRM solution is incredibly easy to implement. It is found to very beneficial tool for sales team. In case of dispersed team, Pipedrive is surely the best choice. Its quick accessibility let us use this tool anywhere around the globe. This is the best CRM solution for beginners. This is the cheaper solution as compare to Sales force and other competitors. Review collected by and hosted on G2.com.

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Research Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

It is easy to use, manage, and has a great user interface. The CRM is the best that I have come across. Am able to easily manage my prospect clients from generating a lead to closing a sale. It also has a feature where I can schedule calls and meetings with my clients and send follow up emails. It was also easy to integrate with existing softwares like mailchimp. Review collected by and hosted on G2.com.

What do you dislike?

I found the application quite useful and got all my work done. I have nothing to dislike. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The application makes the sales process easier and more fun Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Making my lead generation process easier and managing my prospect clients more efficiently to ensure I do not drop them off along the way.

Pipedrive has helped me improve the way I work and also manage my leads in a more organized way.

I am also able to easily follow up and not miss or forget my meetings with my clients. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Pipedrive provides a user friendly solution that isn't overly technical and can be changed by simple drag & drop and setting changes. The overview of the sales pipeline is easy to see from an overview, but also you can easily dive into the details. The UI is clean, not overly complicated. Review collected by and hosted on G2.com.

What do you dislike?

Pipedrive, understandably for its price and position in the market, is sometimes limited in terms of in-depth reporting (compared to Salesforce or a more robust analytic tool). You also can not customize certain fields/remove certain fields 100%. When passing information to other softwares via integrations or zapier, the options are sometimes limited too. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Pipedrive enables us to track our sales cycle in a kanban style, light way. We are able to keep track of deals and clients, as well as gain insights into our sales process via the reporting. Review collected by and hosted on G2.com.

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Co Founder
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

We use pipedrive as our CRM and to manage our sales pipelines. The short answer is: It just works. It helped simplify our process and keep track of everything in one easily-usable place. Our favorite features are the visible rot feature and the awesome contacts timeline - couldn't do without it. Also love the integration with gmail and pandadoc that helps us easily add our contacts and create contracts. Review collected by and hosted on G2.com.

What do you dislike?

The Smart Contact data and sales suggestions seem a little half baked - they could use some work. Would love it if they kept improving their UI so it was even more visual than it already is. I would love for them to add a feature to automatically record and connect calls into the deals /contacts section without requiring a third party. Overall, not too many complaints. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Highly recommend! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Consolidating my CRM and sales efforts into one place that consistently helps me keep on top of things. Review collected by and hosted on G2.com.

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Sales Representative NRC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Each transaction or account can be easily viewed and managed. If you close a task on an account, you will be prompted for follow-up tasks, ensuring that important follow-up tasks will not be lost. Pipedrive makes it easy with an easy to understand user interface, which is where Pipedrive manufacturers spend a lot of time. You can get a rough idea of things from one view, which is impressive. It is always easy to transfer an account or work from one stage to another, you just need to drag and drop. The work becomes easy, so you can finish the job immediately without having to do any work. Review collected by and hosted on G2.com.

What do you dislike?

The price could be better. Pipedrive is a near perfect tool that can do everything it should. Simply by driving everything, Pipedrive follows this idea well. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Any pipeline based organization can use Pipedrive and can do its job well. However, I don't think there is an organization that doesn't want to do the job in an organized way, so all organizations can use Pipedrive to boost sales and transparency. The best thing about Pipedrive is that it should not only be adopted by the sales team, but also by various departments. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The pipelines are the lifelines, we understood this at a very early stage and we worked on investing in a platform that would help us stay focused. It's very easy to lose focus on things that are a priority. From the moment we incorporated Pipedrive into our organization, things have been going very well and this platform helps us to stay focused with many deadlines and follow-ups. Review collected by and hosted on G2.com.

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Co-Founder and Product Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I can configure multiple pipelines with custom fields exactly as I need them, everything from quite simple UI. Pipedrive is simple and intuitive. Review collected by and hosted on G2.com.

What do you dislike?

It is a bit complicated to work with repetitive revenues as Saas licenses Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Easy to use and intuitive CRM with a lot of integrations to boost your sales. If you are looking for fast deployment and simple usage, Pipedrive is what are you looking for. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have 3 channels with different stages during the sales process and Pipedrive perfectly covers them all. It was easy to set it as we needed and connect it with other tools we use. I also need some more time to explore newly available integrations to boost our sales. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

With my 3 years of working experience with Pipedrive, I must say Pipedrive saved my time so much in managing our accounts, customers, business meetings, email marketing activities. At the beginning, the cost is quite high for my budget but trust me, it is going to pay back to its convenience. We have less internal meetings than before using Pipedrive as everything can be seen clearly from all accounts so that managers can manage things without questioning you and your colleagues all the time. Review collected by and hosted on G2.com.

What do you dislike?

The cost could be problematic for some reasons but once you managed the cost, you will see the benefit that it will bring to you. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The Pipedrive is advance yet it is simple to use, you will be familiar with it quickly with just a few clicks. Don't be hesitate to try it out. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I have solved my time schedule with clients, sometimes I forgot the meeting and Pipedrive always reminds me the upcoming meetings.

Managers can see clearly the progress of leads, waiting time, upcoming plans, email communication between employees and clients.

Pipedrive also offers the making note system, reports and all others features at one place. So that you don't have to take time to prepare your own report. What all you need to do is to manage the input. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I love how flexible Pipedrive is, I think we have found the best sales focused CRM, its platform has an easy to use interface to manage our sales channels and customer relationships, it has fantastic features, integrates well with other tools and its customer service is unbeatable. Review collected by and hosted on G2.com.

What do you dislike?

There are functionalities that require a long time of training because they are somewhat complex, especially for beginners. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

We have only obtained favorable results through the use of a CRM as powerful as Pipedrive and we definitely recommend it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Being able to reach more prospects in order to generate new customers is beneficial to our business and is something Pipedrive has been key in, we have been able to improve the quality of our services, expand our reach and generate more sales thanks to the orderly management we can take through this CRM. We are happy to have Pipedrive. Review collected by and hosted on G2.com.

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Manager, Business Development
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

It stores data for sales org and the UI is pretty easy to maneuver through the platform. Review collected by and hosted on G2.com.

What do you dislike?

Limited to what processes can be built out and the dashboard section is a joke! They have a lead section that doesn't do anything with leads and they do a poor job of making features better than what they could be. Definitely not the most effective/efficient tool to have for a business Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I am experienced with using CRMs and familiar to much more powerful tools then this platform, it probably would help a small business tremendously but I am looking to implement some workflows and processes that this tool just can not do and also the support is really bad. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Company currently uses it as a CRM to store accounts and contacts and opportunities. It would be good for a start up to have something in place but if you have a complex sales cycle/process it is NOT the tool to go with. Review collected by and hosted on G2.com.

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Business Owner
Marketing and Advertising
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

I love the simplicity of Pipedrive. My agency has used plenty of software tools and we help small businesses with software tools so we understand the difficulty that comes with migrating software and getting your team to adapt to it.

It's so simple that even the most software adverse users can quickly get up and running. Review collected by and hosted on G2.com.

What do you dislike?

There's not much to dislike if you use it for it's intended purpose. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Don't expect Pipedrive to be an all-in-one software or a project tracking tool. It can extend out of the primary purpose of tracking sales but it should be expected to help your team track and manage sales or other linear processes that need to be tracked.

If you're coming from complicated software or spreadsheets and notepads, you should be thoroughly pleased. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Pipedrive allows us and our clients to track and manage every lead without fear that they'll "slip through the cracks." This is something that every business and salesperson deals with but Pipedrive makes it easy to stay on top of things.

We also use it along with some other software to automate follow up throughout the sales process so more time can be spent selling and less time following up.

We schedule appointments, email, and report on sales for every person on the team all very easily with Pipedrive. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Board: its board has been carefully designed to perfectly combine simplicity and density of information. I can see all my current views at all stages and know at a glance that I need to reconnect to keep the process evolving.

Revenue forecast: Your estimation tool provides me with some very real and accurate data (combined with my knowledge of the market and products, etc.), which can help me understand the current sales of my potential revenue range at any time according to the following process.

Integration: Pipedrive is well integrated with our support system. Review collected by and hosted on G2.com.

What do you dislike?

Once the customer completes the sales process, the application has nothing to do with the customer. I need a separate management system for current customers. I need the integration of the phone company (like Cloze, phone calls and SMS will be automatically registered at the company level). Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Pipedrive seems to be very suitable for small companies with multifunctional providers. I am not sure if it is suitable for the situation of large companies. But for small businesses that need to get rid of email and spreadsheet sales opportunity management and don't need an enterprise solution like Salesforce, Pipedrive is the right solution. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I use Pipedrive to track sales. Now, as the only seller, I am the only user of the application. It helped us immediately understand the potential customers throughout the sales process and estimate the potential revenue and time frame. It has completely organized and simplified the process that was previously very problematic and confusing. Review collected by and hosted on G2.com.

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Senior Experience Designer
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

It visualizes your sales pipeline and assists with making sure important activities and conversations will not be dropped. The whole CRM is fresh and neatly organized. It is always encouraging to utilize this App. sure realizes how to captivate their clients; it has a versatile application, which facilitates access anywhere. It is a great SaaS tool, which allows access from anywhere that has web. Another pleasant feature is having the option to channel all the activities and possibilities. It is the best CRM we have utilized up until this point, it is very much integrated with all the capacities available when perusing. It has given us choices for unrivaled specialty applications that give vastly improved functionality in any specialty area. The cost is entirely reasonable for any small and medium business. Different platforms don't agree as Pipedrive does regarding on the web sales automation. Best part of this CRM tool is UI the way they sort there UI is extremely easy for first time client to utilize the CRM application. Review collected by and hosted on G2.com.

What do you dislike?

Certainly not the best/effective tool to have for a business. A couple of critical features are absent. They do not have a program augmentation and email tracks work area notifications. In addition, Pipedrive should increase their automation work processes. The creation of fields and channels is intricate, especially for apprentices. Lacks a great deal of agility. Many capacities are bolted to admin clients just with little functionality to enable certain capacities to explicit team individuals. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Overall, Simple to use with a fair range of integrations that are generally easy to set up and work really well. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I think this is one of the finest CRM app which have used (yet). The entire CRM is crisp and neatly organized. It's always encouraging to use this App. Has their own user community. The chat support team is quick and friendly. I have always had my questions answered on time and to the point. Sales pipeline is something that's awesome. Pipedrive sure knows how to captivate their users Review collected by and hosted on G2.com.

What do you dislike?

A few critical features are missing. They do not have a browser extension and email tracks desktop notifications. evrytime i have to click on the tiny icon in my dashboard to understand who have read/clicked my email. Also, Pipedrive should increase their automation workflows. Also, i'm unable to create a report of email insights or workflows (I have been told that this is process though) Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Sales data is a mess without an efficient CRM. Pipedrive does solve this problem to a great extent. Their support team is all ears for their users expectations. Review collected by and hosted on G2.com.

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UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Pipedrive is a very simple product. You can easily assign your deals to different pipes to have a simple overview. If there are already customers in the system, the Auto-Fill function is very useful. Also, the integration with paper saves a lot of work. Review collected by and hosted on G2.com.

What do you dislike?

To be honest, there are not many negative aspects. However, I don't think I'm using all the features of Pipedrive yet that you can use. In order to know all the functions, I think the best thing is to take a course or something similar. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

At best you should use all the functions and integrations that are available. Because that makes the work much easier. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

With Pipedrive I never forget a customer. I can see exactly where I am with the customer and I can also view the mail history directly. The good thing is that I can see when colleagues are already in contact with a particular customer. I can then coordinate with them. Review collected by and hosted on G2.com.

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