Pipedrive Reviews & Product Details

Besides liking the overall look of how deals are presented, Pipedrive has three things that drew us towards it. A full working email inbox that links to deals and contacts with those emails also being inside the deals and contacts. Rotting deals highlights deals in the pipeline that have not been updated for a set period of time and that time can be set per swimlane. Lastly, each tile in the swimlane shows if an activity is pending, due or past. It's been really helpful for users that may not be the best at know what to do next. Theres also a good contacts timeline and a new meeting recording feature is baked in as of this week which looks very promising and is included in the plan. Review collected by and hosted on G2.com.

Communication about deals needs improvements including some browser notifications. There is a notes feature that works well as a communication method with user mentions but then the user is notified only in Pipedrive web. If that browser is not in the foreground, you will likely miss the notification. Notifications do show through the Pipedrive mobile app notification and if you use Slack or Teams you can see a notification as well but that takes you away from where you are working, the web browser. The biggest issue though is that even if the intended user sees the notification in the browser, when looking at a deal, comments are collapsed by default and users are likely to miss the response. Secondly, a Smart Doc feature for quotes, proposals and anything an organization would need eSigned is done well, however, there is no way to save the esigned fields with the template, receivers claim they do not receive the doc because it comes from Pipedrive and when the receiving party does receive the docs, there is a scary warning that opens about being tracked making the whole smart docs process mostly unhelpful. Review collected by and hosted on G2.com.

I love how easy it is to add/adjust custom filters. It also has a UI that isn't too intimidating to employees who aren't very tech savvy. It's also easy to set up APIs with our primary sales platform. Review collected by and hosted on G2.com.

Managing contacts can be fairly difficult. Our primary contacts are often IT Consultants who manage many different, unrelated businesses. The fact that people can only be linked to a single organization is incredibly frustrating for us. We have to create fake organizations to represent the person so we can link their managed orgs to them, and then we end up with hundreds of duplicate persons. It also makes managing emails very difficult since we never know which person/org an email chain might sync to. Review collected by and hosted on G2.com.

The UI is very fluid and easy to drag, drop and move around within my pipeline stages. Review collected by and hosted on G2.com.

Sometimes I forget to save a note, particularly if I get interrupted, which means I have to go back and write it all again. An auto-save feature for notes would be really useful to prevent anything from being lost. I’d also love the option to right-click on an entry and assign it a colour that’s only visible to me. This would make it much easier to colour-code my cases and visually organise my workflow throughout the day. Review collected by and hosted on G2.com.

Easy to learn from a front end and back end perspective. The interface is not overwhelming. Review collected by and hosted on G2.com.

The rigidity or lack of flexibility and simple features that have been overlooked. For example, you cannot schedule a certain report to be emailed to team members at a fixed interval. The duplicate flagging and merging is flimsy - orgs with exactly the same name can be created without being flagged as duplicate.

The report design feature is rigid - you HAVE to start with a certain type of report which includes certain restrictions in which fields you can pull in to the report. An ideal scenario would be us being able to start a completely blank report that can be taken into any direction based on the need. The AND and OR operators cannot be used freely between filters. Review collected by and hosted on G2.com.

We run our entire sales pipeline in Pipedrive and what works best is how visual and fast it is. Moving a deal from one stage to the next takes a second, and the whole team sees the same picture without having to ask for a status update. Setting up custom fields and a second pipeline took me an afternoon, with no help from a consultant. Email sync and activity reminders also mean very little falls through the cracks, which matters when sales cycles run over several months Review collected by and hosted on G2.com.

Reporting is the weak spot for us. Anything beyond the standard dashboards quickly hits a wall, and exporting to a spreadsheet is often faster than fighting with the filters. A few things we actually rely on, like the more advanced automations and granular permissions, only come with the higher plans, so what you end up paying is well above what the entry tier suggests Review collected by and hosted on G2.com.

I use Pipedrive primarily to manage prospects, track outreach, schedule follow-ups, and keep an eye on where different opportunities are in our pipeline. What I like most is how straightforward it is. It doesn't take a ton of setup or training to understand what's going on, and the pipeline view makes it easy to see what needs attention.

Email integration is also useful, and I like having activities and communication tied directly to each contact and deal. Review collected by and hosted on G2.com.

My biggest complaint is activity scheduling. I'd really like better support for recurring activities, as there are quite a few follow-ups and regular touchpoints that I currently have to manage manually.

It can also get confusing with deals and companies being separate, I also wish when you are in a company and sending an email it would let you pick from the people in that organization and or filter only them as you type instead of the full list of people. Review collected by and hosted on G2.com.

I’ve only ever used Pipedrive, so I can’t compare it with other sales tools. I like the option to send bulk emails to a list of leads. I make extensive use of the filter options and labels. I like the clear presentation of information and the ability to plan activities. I’m always well prepared, even if appointments get rescheduled or there’s a long gap until the next one. Creating products is also helpful. And the fact that you can ease yourself into it step by step and customise the platform to suit your own needs. The zoom integration is really helpful for Meeting planing an shorten communication too. The animations when winning a deal are fun. Being able to open, close and reopen deals are fine. Review collected by and hosted on G2.com.

- The shortcut to indent text isn't usable for QWERTZ key boards

- the edit bar for notes and emails would be more accessible if placed on the top, rather than the field bottom

- missing a video call meeting planning integration for cal.com Review collected by and hosted on G2.com.

What I like most is how simple and intuitive it is to manage the entire sales pipeline. We can quickly see where every deal stands, what needs to be followed up on, and what the next step is. Review collected by and hosted on G2.com.

One limitation is the pricing structure, which can feel quite fragmented. Some upgrades or additional features need to be applied to all users, which can make it harder to adopt specific functionalities only for the people who actually need them.

Another limitation for us is that we can’t easily associate multiple people with the same organization in the way we would like, which can make account management less flexible. Review collected by and hosted on G2.com.

Pipedrive is just really easy to use. I love being able to see exactly where every deal is in the pipeline and what I need to do next. It keeps me organized without feeling overly complicated or like I’m spending half my day managing a CRM instead of actually selling. Adding notes, activities, follow ups and moving deals through the pipeline is quick and intuitive. It has honestly become a big part of how I manage my day. Review collected by and hosted on G2.com.

There really isn’t much I dislike about it. If I had to pick something, I’d say some of the reporting and customization options can take a little time to figure out when you first start using them. Once everything is set up the way you want though, it works extremely well. Overall, any complaints I have are pretty minor compared to how useful it is day to day. Review collected by and hosted on G2.com.

There's a dizzying amount of features that very nearly account for all our needs. It's very sophisticated and complex. Review collected by and hosted on G2.com.

As a stone veneer manufacturer, on top of acquiring new dealers to work with, we have to maintain a relationship with our existing dealers to ensure that we maintain a cyclical buying pattern. We have to track that. Pipedrive addresses the need of acquiring new retailers to work with, but as far as this company has seen, it doesn't address the need of maintaining relationships and buying patterns of dealers already registered with us. Other customers sell competing stone suppliers as well, so we want to make sure that these retailers buy more from us than them; we should very much like to track that. There's an important difference between those registered stone veneer dealers who buy from us only ONCE, and those registered stone veneer dealers who buy habitually every season. Review collected by and hosted on G2.com.