![Sadie R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sadie R.") SR Sadie R. Owner, Life Insurance & Real Estate Broker Small-Business (50 or fewer emp.) 1/7/2025 "Easy to set up CRM!" 5/5 What do you like best about Pipedrive? I am a Life Insurance and Real Estate Broker, and what I love about Pipedrive is its ability to support multiple pipelines. This feature allows me to better organize my leads, distinguishing between life insurance and real estate prospects. You can also upload documents to each leads. Additionally, I can view all my leads conveniently in the list tab. With my current subscription, I can customize fields to suit my business needs, making the platform highly adaptable. The setup process is straightforward. They have a support team that gives you the opportunity to book a session with them to get you set up if you need. Although I did not opt in because I felt it was an easy set up but it is good to know that I can reach out if I need to. I get reminder of upcoming activities to complete, making it helpful to know what needs to be done in a busy workday. Easy integration with Facebook Messenger, Jotform, DocuSign and more. I'll be connecting this with Jotform to gather my leads. So far, I have been using this platform daily to check on my leads. Pipedrive is easy to use, especially for beginners like myself. Overall, it's a great CRM platform for those looking an easy setup at a low cost as well as having multiple pipelines to better organize leads. Review collected by and hosted on G2.com. What do you dislike about Pipedrive? One thing I wish Pipedrive would have is the ability to organize the left icons to the different pages. I would like to organize my frequent uses on the top. For example, I prefer the top icon be Deals, Contacts, Activity and Insights. All the others can be below that. Other than that though, all is good! Review collected by and hosted on G2.com. What problems is Pipedrive solving and how is that benefiting you? The problems Pipedrive is solving for my business is gathering leads and knowing who to contact, who to follow up, nurture and more. This allows me to remember who to get in contact with. Review collected by and hosted on G2.com. Show More Response from Jorge R. of Pipedrive [Editedit](https://www.g2.com/survey_responses/pipedrive-review-10715075/official_response/edit) Hi Sadie, Thank you for your detailed and thoughtful review! We're thrilled to hear that Pipedrive has been a great fit for managing your life insurance and real estate leads. We're also glad you found the setup process straightforward and appreciate knowing our support team is available if needed! You can edit the icons on your left sidebar on the interface preferences page, here is an article that explains how you can do so , in detail: https://support.pipedrive.com/en/article/quick-actions-in-pipedrive Best regards, Pipedrive Team Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller See what 3063 reviewers think of Pipedrive 4.3 out of 5 ยท Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/pipedrive/reviews)