Pipedrive Reviews & Product Details

There are several features I really think sets Pipedrive apart from the other CRMs I have used in the past. First, I like that it was super easy to download (web and app) and immediately use with limited training and integration. I like that it is so intuitive about the sales process and is scalable depending on sales type. Since implementation, I am using both the web and app multiple times per day and it is truly keeping up with my sales on the fly. I also have found that I appreciate the customer support services. They have been there when I needed them, but haven't occupied my time. Review collected by and hosted on G2.com.

I haven't found anything I dislike yet. Compared to the other CRMs I have used, this seems to be leagues above the rest. Review collected by and hosted on G2.com.

The onboarding and assistance has been tremendous. We tried other CRMs that didn't have this and this is integral to our success and a long relationship. Review collected by and hosted on G2.com.

It can be a bit confusing, but we are still setting up so hope we will figure it out! Review collected by and hosted on G2.com.

My single-most favourite feature of Pipedrive is how it prompts the user to create follow-up activities whenever you complete an activity. This action-driven approach is extremely helpful in keeping momentum on driving sales forwards, and is the reason I chose Pipedrive over other CRM options. Each time I complete a sales activity I get a dual sense of accomplishment from checking a task off, and motivation from defining what my next action will be.

Additionally, I like the UI which is simple, clean, and easy to navigate. I also like the distinction between leads and deals which aligns very well with my mental model for sales. It is also fast, and easy to use, and was quick to set up for my needs. Review collected by and hosted on G2.com.

What I dislike about Pipedrive is that the side menu on some pages has buttons for features that are not available in my subscription tier. I find these distracting, and I wish they could be hidden. I also dislike that "new activity created" is not available as a trigger event for integration with Asana, so it is not possible (AFAIK) to automate new task creation in Asana when I create a new activity in Pipedrive. Review collected by and hosted on G2.com.

I appreciate that Pipedrive is pretty easy to get started with and offers a simple solution for CRM needs, avoiding the complexity and excess of more extensive systems like Salesforce. It's great for basic tasks, functioning effectively as a glorified spreadsheet. Review collected by and hosted on G2.com.

I find Pipedrive lacks flexibility, particularly in how information can flow in and out of the system. It doesn't support seamless data integration as well as I'd hoped. While Zapier offers some workaround capabilities, I wish these features were more inherent within Pipedrive itself. Additionally, I find the product more of an advanced spreadsheet rather than a sophisticated CRM because it doesn't match the complexity of others like Salesforce, yet it's not free. I feel that Pipedrive should either offer more advanced features to justify its cost or be available for free due to its simplicity. Review collected by and hosted on G2.com.

I love the intuitive setup of Pipedrive, making it easy to implement with the help of short instructional videos. The drag-and-drop feature on the dashboard is convenient for managing projects and tracking their progress over time. Additionally, the seamless integration with Outlook allows for effective communication tracking, enhancing my workflow. I appreciate having all my contacts in one accessible place, simplifying contact management and linkage to projects. Review collected by and hosted on G2.com.

I would like to be able to add various labels, which I'm discussing with the admin. Additionally, from a business development perspective, it would be really good to be able to share in the software the amount of money being spent on networking with certain individuals or companies, and to see this data summed up monthly, quarterly, or yearly to relate it to business outcomes. Review collected by and hosted on G2.com.

The user interface is extremely simple and allows an 'at a glance' view of your sales pipeline. You can also customise the side ribbon to remove anything that is irrelevant which provides a very clean interface when compared to other CRMs.

I also love the fact that it doesn't attempt to be something it isn't. It is literally plug and play with a very easy edit to the sales pipelines if required. We used it right out of the gate and have found it invaluable in our daily business to keep on top of opportunities.

Client support is exceptional - all questions are answered quickly. We have also found integrations to work very well with other platforms (we integrate with Zapier to Google Calendar and others). Review collected by and hosted on G2.com.

Email integration/inbox could be better from a labelling perspective. It would be great to have the ability to create email subfolders to 'file' away the inbox so it could be used standalone. This would keep sales teams 'in the box' entirely within the CRM on a daily basis and encourage better overall usage of the software. Review collected by and hosted on G2.com.

Pipedrive has significantly improved how we manage and track our sales pipeline. The platform stands out for its intuitive automation features, which save us time on repetitive tasks and ensure nothing slips through the cracks.

I’m particularly impressed with the AI-powered insights and suggestions, which help our team prioritize leads and focus efforts where they matter most. It’s clear that Pipedrive is evolving with the needs of modern sales teams.

Additionally, the account management support has been exceptional. The follow-ups are timely, relevant, and genuinely focused on helping us maximize the value of the platform.

Overall, Pipedrive strikes a perfect balance between user-friendliness and advanced functionality. Highly recommended for any team looking to bring intelligence and efficiency into their sales process. Review collected by and hosted on G2.com.

I do see some limitations in how flexible or granular the automations can be, especially when dealing with more complex workflows. I’d love to see further enhancements in this area to make it more dynamic and adaptable to diverse sales scenarios. Review collected by and hosted on G2.com.

Separating tasks and keeping clients on a timeline. Sorting and following up is easy thanks to prioritizing events. I can check it every day and find something useful. Email integration is terrific and easy to implement, and any questions with merging accounts are handled quickly by their strong support team. Review collected by and hosted on G2.com.

Some features are buried in menus. Calendar sync is not perfect, taking time for some updates to happen. Mobile app isn't as easy to use as website. Review collected by and hosted on G2.com.

I like the intuitive way of visualizing the deals in the funnel, which makes it easier to track each client's stages. Review collected by and hosted on G2.com.

I miss more complete integrations in some features, and sometimes some reports could be more customizable. Review collected by and hosted on G2.com.

Our small service-based business loves Pipedrive. It has everything we need to track leads. It helps visualize our pipeline and project revenue. Its an amazing reminder of when we need to go out and prospect, if we can see there aren't enough deals in motion. It is easy to use, and only took a couple of hours to set up and implement into our business. We refer back to it almost daily. Review collected by and hosted on G2.com.

I would like a more robust project management system with the ability to assign tasks to team members without having to pay for an additional account.

Additionally, I wish there was more seamless integration with Calendly, or a better booking system internally.

My main critique is the amount of nickel-and-diming for features. It is nice to have affordable plans, but there are so many add ons and levels that the price could become incredibly high quickly if you're not strategic with how you select packages. Review collected by and hosted on G2.com.