Pipedrive Reviews & Product Details

I love how easy to use Pipedrive is, which makes managing tasks and navigating through its features incredibly straightforward. This simplicity is especially valuable because it helps me stay organized without unnecessary complications. I also find it extremely useful to see when someone opens an email, which gives me the perfect cue on when to follow up, enhancing my communication efficiency with clients. Additionally, the initial setup of Pipedrive was extremely easy, allowing me to get operational swiftly without any hassle. I haven't encountered any issues so far, which speaks to its reliability, and I confidently rate it a 10 for recommending to friends or colleagues. Using Pipedrive in conjunction with Outlook has also been seamless and beneficial for my workflow. Review collected by and hosted on G2.com.

so far so good Review collected by and hosted on G2.com.

I find Pipedrive incredibly useful as my CRM at work. It truly shines in its ability to help me remember meetings and tasks, and I greatly appreciate being able to view all my leads and deals in one central location. This consolidation makes my job significantly easier and more efficient. Additionally, the feature allowing the linkage of emails to Pipedrive is very practical, streamlining my communications within the CRM framework. Another aspect I enjoy is the daily progress report available in the notification section. This feature is not only 'pretty cool,' as I mentioned, but it also provides a quick overview of my day's achievements, allowing me to determine if I've completed everything necessary before ending my workday. Overall, Pipedrive offers functionality that resonates well with my work habits, as indicated by my high likelihood of recommending it to colleagues. Review collected by and hosted on G2.com.

I find the interface of Pipedrive too serious and lacking in modernity, particularly with the absence of customizable color options. It would be significantly improved by incorporating a Dark Mode. This feature is essential for those of us who work in the evenings, as Dark Mode aids in accessibility and enhances the user experience by reducing eye strain in low-light conditions. Review collected by and hosted on G2.com.

I have found Pipedrive to be significantly valuable for managing our sales pipeline by improving how we handle quotations and track year-to-date sales. The software has made generating, sending, and tracking quotes remarkably simple, with everything stored efficiently to prevent loss or oversight. Pipedrive has enhanced our sales process by streamlining operations, improving team collaboration, and offering actionable insights that propel our business forward. I appreciate how easy it is to set up, with a guided onboarding process that can have you up and running in minutes. As a highly reliable and effective solution, Pipedrive is a great recommendation for any organization looking to optimize its sales management processes. Review collected by and hosted on G2.com.

While Pipedrive's automation is useful, setting up complex multi-step workflows can feel unintuitive. Users without technical experience might struggle to fully leverage its automation potential. Creating multi-step, conditional workflows can become cumbersome. For example, if you want a workflow that sends different emails depending on customer type, updates multiple custom fields, and assigns tasks, you often need to create multiple separate workflows. It would be beneficial to introduce a more visual flowchart-style workflow builder where users can easily map out multi-branch logic in one interface and allow combining multiple triggers and conditions within a single workflow instead of forcing multiple separate automations. Review collected by and hosted on G2.com.

I love that Pipedrive enhances our customer communication, offering very fast and clear channels for calling, emailing, and texting clients. This efficiency is crucial for our team to deliver information quickly and accurately, directly benefiting our interactions with customers. Additionally, I find that whenever we need assistance, the response time is impressively quick and the support is approachable, making problem resolutions straightforward and less time-consuming. The setup process is also very easy to understand, which was a significant advantage when integrating it into our workflow without hassle. Overall, the simplicity and reliability of Pipedrive contribute substantially to our operations running smoothly. Review collected by and hosted on G2.com.

Sometimes the system is down, which can be inconvenient. Additionally, when sending an email in the mornings, it is not always visible as sent, creating uncertainty in communication. Review collected by and hosted on G2.com.

I like using Pipedrive to manage my sales pipeline as an insurance broker because it helps me stay organized and achieve my goals. I love being able to save proposal files for each deal and track commercial KPIs in a playful way. I appreciate being informed and making decisions based on sales information. The customization of the funnel and other parts of the system is something I value greatly because I can tailor Pipedrive to my tastes and preferences, allowing me to make changes to my funnel, stages, types of activities, and other custom fields, creating a very user-friendly environment. I also found that the cost-benefit ratio is excellent, especially with the Lite plan, which has everything I need at a very affordable cost. Although the initial setup process was complex in the first 60 days, I found it intuitive thanks to YouTube videos that helped me learn to use it better. Additionally, the integration with tools like Google Calendar, Google email, and Chat GPT is fantastic. Review collected by and hosted on G2.com.

So far, there is nothing I don't like. Review collected by and hosted on G2.com.

I find Pipedrive to be incredibly user-friendly, making it a breeze to navigate through its features. I love that I can set task reminders for myself, which helps me stay organized and on top of my responsibilities. The variety of options available, such as phone calls and emails, greatly enhances my ability to manage different tasks efficiently. I also appreciate its capability to keep me organized by ensuring no contact is forgotten, which is crucial in my role. The affordability of Pipedrive compared to other CRM tools is another aspect I value, as it provides the majority of functionalities needed for effective lead tracking without being as expensive as alternative solutions. Review collected by and hosted on G2.com.

I find that some tasks in Pipedrive could be streamlined, particularly regarding the automation functions. Setting up automation processes could be easier. Additionally, when I was initially setting up my pipeline, there were certain tasks that Pipedrive couldn't perform, which I've seen in other CRM tools like HubSpot, indicating that there is room for growth. Also, while the initial setup was somewhat easy for me due to my familiarity with CRM tools, I believe that the onboarding support could be improved and made more thorough. Review collected by and hosted on G2.com.

I use Pipedrive for the full sales drive from lead generation to managing current and future clients. The web visitors and prospector features are perfect and integral to my workflow. I appreciate how massive the impact is on qualifying leads, as it saves me a great deal of time from having to trawl through contacts on LinkedIn and across the internet. Having direct contact with the right people is a huge advantage, especially in an industry where reception desks often serve as hurdles. Pipedrive helps us bypass these, allowing for valuable use of time. I genuinely enjoy the way Pipedrive flows, which makes it quite beneficial for learning and training purposes. The integration with Xero and Google Workspace is seamless, enhancing productivity by creating a unified ecosystem. The initial setup was very easy, thanks to the quality onboarding process that streamlined our transition to Pipedrive. Review collected by and hosted on G2.com.

Nothing as yet. If I do find something I am confident the team at Pipedrive will listen & evolve. Review collected by and hosted on G2.com.

Customer support and product knowledge are excellent. Whenever I need help, our account manager is always available and ready to assist us, ensuring there is a solution for every issue we encounter. Review collected by and hosted on G2.com.

There are a few features that could certainly use improvement. Some of the basic functions feel a bit clunky, but overall, none of the issues are major. Review collected by and hosted on G2.com.

Pipedrive is extremely easy to use and keeps my sales process organized without feeling overwhelming. I really like how clean the interface is and how quickly you can move deals through stages. The automation features save me a lot of time on follow-ups and reminders, and the visual pipeline makes it simple to understand where every opportunity stands at a glance. It’s also great that onboarding new team members is quick because the platform is so intuitive. Review collected by and hosted on G2.com.

The main downside is that some of the more advanced features, like deeper reporting, custom automations, and certain integrations are locked behind higher-tier plans. At times, it also feels like there are limitations around customization, especially for companies with more complex workflows. The email sync can occasionally lag, and while the reporting is good, it could offer more flexibility for detailed analysis. Overall, the core product is strong, but some improvements in these areas would make it even better. Review collected by and hosted on G2.com.

I appreciate Pipedrive for its excellent user interface, which greatly enhances usability and makes interaction smooth and intuitive. The ease of access from various devices like phones and computers, coupled with its cloud-based nature, facilitates seamless operations irrespective of location. I find the real-time data access and reporting features invaluable, as they allow me to make informed decisions based on current information. Additionally, I value the straightforward process of modifying fields, which contributes to a more tailored and efficient workflow. The initial setup was good, making the transition smooth and reinforcing my choice to switch to Pipedrive from SAP. Overall, these factors combined significantly benefit my management of CRM and sales cycles. Review collected by and hosted on G2.com.

I dislike the way Pipedrive handles multiple deals for the same project. It is challenging to segregate these deals easily to avoid duplicates. Specifically, when quoting to multiple companies for the same job, I prefer the opportunity to be listed as a single item rather than multiple entries. This issue is particularly problematic in the construction field where multiple vendors are often involved in the same project. Review collected by and hosted on G2.com.