Pipedrive Reviews & Product Details

I use Pipedrive to organize and structure my deals, which helps me avoid losing track of my progress and follow a guideline to maintain consistency. I'm typically not great at organization, so Pipedrive really keeps me focused and also provides accurate data for my management team. What I like most is that it's super easy to use. As someone new to CRMs, it's been easy to pick up and learn. Entering data is straightforward, which means it doesn't feel like a chore. It's also easy to input data after calls and appointments to keep track. The initial setup was very easy, and the onboarding call was a great help. Review collected by and hosted on G2.com.

I don't use all of the data that you can get from Pipedrive because at this time, it's not required for me. Sometimes all the automations can be a little intimidating. Review collected by and hosted on G2.com.

I love the ease of Pipedrive and that it is not over complicated. I use it for my sales job, and it helps me keep organized with the deals I'm working on and the different stages other deals are in. It also automatically reminds me when I need to follow up with a customer. I switched from Salesforce, and the initial setup was very easy to learn, plus all of our information synced very easily. We recommend it to others in our field all the time. Review collected by and hosted on G2.com.

I would like a better way to track my phone calls. It does not let me just write notes about a call I already had. It prompts me to make a new phone call every time so I resort to just using the notes feature instead of the phone feature. Review collected by and hosted on G2.com.

I really appreciate how Pipedrive offers a seamless ease of use, making technology integration effortless. The platform doesn't require extensive training, allowing me to learn as I go, which is incredibly beneficial for maintaining productivity. One of its standout features is the integration capability, specifically being able to link my Gmail account. This integration ensures that I do not miss any emails as they come directly into Pipedrive, saving time and increasing efficiency since I don't need to leave the platform to check my emails. Additionally, the initial setup was very straightforward; I could pretty much log in and start using it immediately. This user-friendly setup ensures a smooth transition to full functionality without any significant barriers. Review collected by and hosted on G2.com.

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I use Pipedrive to maintain and organize my interactions with clients, and it effectively prevents me from getting overwhelmed. It ensures no emails or client interactions fall through the cracks and helps me stay on top of follow-ups. I particularly like the user interface because I am very attentive to UX/UI. Pipedrive offers an intuitive and aesthetically pleasing platform that flows smoothly, making it enjoyable to use. The clean UI, combined with drag-and-drop features and ample breathing room, ensures that information doesn't feel cluttered. There are clever ways of presenting necessary information, no matter where I am within the CRM. I'm also very satisfied with the extensive automations and customizations available, which allow me to tailor the CRM to my needs. Whenever I need advice, the support team is readily available to assist. Additionally, I've successfully integrated Pipedrive with QuickBooks, Outlook, and Gmail, which enhances its usability. The initial setup was extremely easy, with a comprehensive setup guide resembling Shopify, followed by a helpful video call with a Pipedrive representative. Overall, it's a stellar start for our first CRM experience. Review collected by and hosted on G2.com.

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Pipedrive allows for several automation features saving me a lot of time to focus on other parts of my job. Review collected by and hosted on G2.com.

I wouldn't say I have any real dislikes when it comes to using Pipedrive, but there is always room for improvement. If I ever have a feature suggestion in the future, I hope they will genuinely consider it. Review collected by and hosted on G2.com.

I like using this platform because it keeps everything organized and actionable. Keeps us accountable and on task. once we customized it to fit our organization, we can monitor every lead and action throughout the process. It is not a magic software that if you buy it you will get customers, however if you manage it and follow through with scheduling and tracking its sure to make an impact. We currently dont use all the features but will likely expand them as time goes on. Review collected by and hosted on G2.com.

There is a lot of features you have to pay extra for. Nice thing is you can Al a cart them instead of having to pay for a ton of features one may not use, but some things seem like it would be nice if they were included. Review collected by and hosted on G2.com.

I appreciate Pipedrive for its well-organized layout and easy-to-navigate format, which greatly facilitates the management of contacts and emails. The customization capabilities allow me to tailor the platform to our specific needs, enhancing usability and efficiency. It seamlessly integrates with our existing tools such as Outlook and Zendesk, which helps to maintain a unified workflow. The transition to Pipedrive from Zendesk was seamless and easy, which minimized any disruption during the switch. Furthermore, the initial setup of Pipedrive was straightforward, requiring little effort to get started effectively. Overall, my experience with Pipedrive is overwhelmingly positive, and I am very impressed with how it aids in managing customer interaction and sales processes efficiently. Review collected by and hosted on G2.com.

Be careful when connecting to Outlook that contacts that are not yours can be accidentally imported into your outlook contacts. Review collected by and hosted on G2.com.

user friendly and versatility of use. The tutorials are helpful and its also very customizable. I like that theres an app also so i can stay on top of my work at all times Review collected by and hosted on G2.com.

There are certain things i do wish we could already change with the free version like there are small things that i wish i could change to really make the CRM personalized as possible

offer templates and things like that Review collected by and hosted on G2.com.

I love using Pipedrive for its simplicity and aesthetic appeal, making it a pleasant user experience. Many CRMs are not intuitive and visually unappealing, but Pipedrive stands out as easy to use and straightforward. I appreciate how it simplifies lead tracking with an intuitive workflow that follows the natural order of sales, which effectively addresses my pain points. I also value the opportunity to access various integrations and attachments, which is a fantastic feature. Pipedrive's modern and simplified features focus specifically on the needs of the sales team, unlike other CRMs that often come with unnecessary complexities. The initial setup was remarkably easy, which added to my overall positive experience with Pipedrive. The product has become a valuable tool in our sales operations, and I wholeheartedly rate it a ten out of ten when recommending it to others. Review collected by and hosted on G2.com.

Not much, I've only been using it a few weeks but honestly not downsides yet Review collected by and hosted on G2.com.

I find Pipedrive extremely beneficial due to its simplicity and ease of use, making it accessible for daily operations. The visual layout is particularly impressive, providing a clean and digestible way to track my pipeline in stages, which is vital for my role in sponsorship sales for a football club. I also highly appreciate the smart BCC function; it allows me to keep track of emails from both my own and my team's accounts, facilitating better communication and oversight. Its modular nature is another strong point, allowing me to tailor the tool to my specific needs effortlessly. Moreover, the capability to build my own insights dashboard is invaluable, as it forces me to consider and focus on the crucial metrics that need tracking. This aspect of Pipedrive enhances strategic planning and decision-making. Together, these features contribute to a seamless management experience that reports effectively on sales activities to management. Review collected by and hosted on G2.com.

I wish that the smart BCC feature would also automatically log an email activity. Having to manually log both is very annoying and adds an extra step to my workflow. Review collected by and hosted on G2.com.