
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
It is a bit complicated to work with repetitive revenues as Saas licenses Review collected by and hosted on G2.com.
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.
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.
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.
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.
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.
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.
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.
There's not much to dislike if you use it for it's intended purpose. Review collected by and hosted on G2.com.
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.
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.
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.
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.
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.
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.
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.
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.