Pipedrive Reviews & Product Details

It is so easily intuitive. I don't need to guess where things may be or if I'm in the right area for the thing I'm doing. Everything is easily signposted and notated. The other great joy is that it is all colour coded. If a task is overdue, it's red (as it should be). Everything pops up linked so I don't have to fish for the deal it is trying to ping me for. Every note is in the same place so all team members are on the same page. Review collected by and hosted on G2.com.

I don't love how I can't automate emails to go out once a deal reaches a particular amount of days of pending. I also wish it would set a task when I move it from one pipeline to the next. Review collected by and hosted on G2.com.

love how easy it is to manage my sales pipeline and keep track of where each prospect is in the process. The visual layout makes it simple to organize leads, schedule follow-ups, and prioritize opportunities. It helps me stay organized and ensures potential clients don't fall through the cracks. Review collected by and hosted on G2.com.

Some of the reporting and customization features could be more intuitive. Certain workflows require too many clicks, and I'd love to see more advanced automation included without needing additional upgrades. It can also take some time to set everything up efficiently for a specific sales process. Review collected by and hosted on G2.com.

I like the Activites view. It's important for me to see what my day/week looks like as I prioritize tasks*. Review collected by and hosted on G2.com.

*I asterisked task because the only way we can assign enough relevant detail is by actually making activities not actual tasks. The "Tasks" in PipeDrive need to come a lot further and then it would be a really powerful project management tool as well.

(Not screaming but caps for importance). I STRONGLY DISLIKE THE FORCED POP UPS PIPEDRIVE HAS WHEN I LOG IN. Example include:

The pop for this very feedback. It greyed out my whole screen and forced me to either click the button or x.

Other times the pop ups are about events or seminars.

Nothing makes me want to stop using PipeDrive more than being forced to stop my workflow to check a mandatory ad.

If these we're discreet popups in the corner I'd click out of curiosity and also not feel angered by being forced to address it.

I could understand this if it were a "free" version of PipeDrive but it's not. Review collected by and hosted on G2.com.

I spent over 25 years using various CRM systems before finding Pipedrive, and I can say without hesitation: this is the best CRM I have ever used, and it is not close.

Before Pipedrive, I was on Salesforce, and it was a genuine source of frustration. Salesforce is bloated, rigid, and requires an army of consultants just to make basic changes. Every small adjustment felt like a project. I was extremely disappointed with the experience and knew there had to be something better.

Pipedrive changed everything. It is highly modifiable, so I can shape the system around how I actually work instead of forcing my process into someone else's rigid template. It connects seamlessly with Outlook, so my email and my pipeline finally live in the same place without manual syncing or workarounds. And getting contacts in from Sales Navigator is effortless through a very affordable connector, built by a company that provides genuinely excellent customer service.

Here is the real proof: Pipedrive is so intuitive and so well designed that I have never once had to contact their support team. Not once, since the day I started using it. When a product is that easy to use, that says everything.

If you could see how seamless and comprehensive my CRM has become through Pipedrive, you would not even consider another platform. After 25-plus years of using CRM systems, this is the one I recommend without reservation. Review collected by and hosted on G2.com.

I believe the following would be relatively easy to build, but at a coding level, maintaining it could turn out to be a nightmare for your staff. If calendar sync could recognize matching categories between Outlook and Pipedrive, so that not everything transfers back and forth, that would be fantastic. Right now sync is one-way (Pipedrive to Outlook), and only certain activity types carry over, which already tells me category-level control is technically possible. Also, if activities created in Pipedrive could populate Tasks in Outlook (again, recognizing matching categories), and tasks created in Outlook could populate in Pipedrive, the two-way street would be complete. Review collected by and hosted on G2.com.

I like how easy Pipedrive makes it to organize leads, track follow-ups, and see exactly where each opportunity is in the sales process. The pipeline view is very user-friendly, and it helps our team stay on top of calls, appointments, and next steps without letting leads fall through the cracks. Review collected by and hosted on G2.com.

I wish Pipedrive had stronger built-in tools for project management, scheduling, inventory, and post-sale operations. It works very well as a CRM, but once a deal is won, we often need other systems to manage installations, jobs, equipment, and service-related tasks. Review collected by and hosted on G2.com.

Pipedrive is intuitive, easy to navigate, and gives us a clear view of our sales pipeline. We use it to manage clients, track opportunities, organize contacts, schedule follow-ups, and monitor project progress. The customization options and automation features help keep our team organized and ensure nothing falls through the cracks. Review collected by and hosted on G2.com.

While Pipedrive is highly customizable, setting up more advanced automations and workflows can take some time. There are also features that require higher-tier plans, but overall the platform provides excellent value and continues to improve. Review collected by and hosted on G2.com.

My favorite feature is the email tracking feature. Being able to see the communication between your team members and customers/leads is super helpful in planning a proper sales approach. Helps you see how engaged and interested a customer is or isn't. Loved being able to attach an activity to a deal within a person or business; super helpful. Review collected by and hosted on G2.com.

I wasn't too thrilled about the merge feature; granted I don't think it was all Pipedrive's fault. Backend made it hard to deactivate an account or customer. I.E. if a customer went inactive and was reactivated the newly active account would get lost in the dust due to the contacts being tied to old acct. Nonetheless it was an easy work around; Merge feature worked great unless this specifically happened. Review collected by and hosted on G2.com.

1. The receptive and quality team pipedrive clearly utilizes and how they handle user requests is greatly appreciated. It's been 2 years that we have used PD and we love the constant updating and new features.

2. We love the custom features that are offered and look forward to seeing more role out for projects. We use pipedrive quite differently than it may have been intended (all deals are manager territory to watch over a file, the projects are for us processors to actually process each file) and we appreciate the flexibility the PD platform allows.

3. Projects in general has been a fantastic tool for our company and how we manage our workload differently than other title companies. Review collected by and hosted on G2.com.

1. The activities and tasks cannot be seen in one view, you have to click at the top of the activity page and it pulls up a separate view of tasks. If these were combined or at least split one screen, we would be able to actually use tasks. Since they do not pull into the same screen and our entire team works out of the "activities" page directly when reviewing and processing items for the day, it renders the tasks useless majority of the time. We love the dependency option for tasks but are completely unable to use them until they're better merged with the activity page. My thought; one central "to do" list page with both tasks and activities would solve this entirely.

2. There are now two different calendar structures when editing dates for activities, when you make an activity in a project it pops up with the normal sunday-saturday calendar, but when you are editing an activity in a project it pops up with a monday-sunday. small detail that has proven confusing and disorganizing.

3. The outcome customization is amazing but we would love to see one roll out for the general activity type with options to mark an item as "pending response" when it's still due that day but can't be resolved quite yet. Review collected by and hosted on G2.com.

Ability to keep a data base that is highly searchable of all clients. Customized fields. Automations. Review collected by and hosted on G2.com.

Lack of ability to hide "canned" fields. Lack of flexibility with reports/dashboard. You have to create a filter for each type of record. Labels are not consistent across records. You have to export data to Excel to analyse. Lack of ability to query data with AI - you have to export results to Excel and use another AI tool to build analysis, query statistics, etc. We do a semi-annual analysis on our clients demographics, services they use, retention, etc. We cannot do this within Pipedrive. We need executive data analysis and reporting of client demographics, service usage, retention, etc. That said, we don't use your platform true to it's purpose. We don't consider the last stage as a deal was closed. Instead, we use your platform to track leads, sales and IN PROGRESS service after a deal was won, and then when we ended a service agreement or completed the client's project. We wish Pipedrive allowed for flexibility to allow us to track data for "IN PROGRESS WON" deals - not just closed deals. Review collected by and hosted on G2.com.

My favorite part about Pipedrive is the ability to keep track of my leads and the ability to set follow up tasks to keep in touch with them. The automations are also a HUGE help with keeping up my member retention. Review collected by and hosted on G2.com.

The thing I struggle with the most is keeping track of my regular email inbox. Not ALL of my emails need to be tracked with pipedrive, so I end up using my regular email more instead of staying in touch through pipedrive. Sometimes this leads me to lose track of my official tracking because I'm already doing it manually in my inbox. I don't always remember to come back to check off tasks or set new ones. It would be helpful to have a connection built into my gmail to be able to see tasks or set tasks in both locations. Review collected by and hosted on G2.com.