I find Pipedrive to be a really easy platform to use and very user-friendly. It keeps us organized and makes following up effortless. I really like the features, especially the ability to track leads and deals, as it helps me know how many leads I've won or lost. The platform truly streamlines my workflow and boosts overall efficiency. Initial setup was very easy! Review collected by and hosted on G2.com.

Not every user having similar access creates more work for the admin. Review collected by and hosted on G2.com.

easy and straightforward. cool performance Review collected by and hosted on G2.com.

none for now. all good for me, does the work Review collected by and hosted on G2.com.

I like using Pipedrive to organize upcoming events with clients. My favorite part is the to-do list feature, which lets me create tasks with my descriptions and set due dates. It helps me stay on task and organized, preventing forgetfulness. I also appreciate that Pipedrive is easy to work through and not difficult to understand. The guidance of the sales process is another aspect I like. Review collected by and hosted on G2.com.

Right now I am linked to all of my coworkers and get notifications for each of their emails. This is something I likely can fix but I do not need everything they are getting/doing. I think it would be great if our company could use it with Cater Ease, a platform we create proposals/contracts on. Review collected by and hosted on G2.com.

I like Pipedrive's drag-and-drop interface because it's intuitive and visual. The initial setup was fairly simple because it has a similar interface to what I've used before. The ability to visually see your pipline in stages, as well the click to move vs. a manual input is great! Review collected by and hosted on G2.com.

Nothing really to dislike! I wish I knew more about how to integrate it with software but a lot of industry-specific software doesn't have API capability...yet. Review collected by and hosted on G2.com.

I like using Pipedrive for tracking sales and sales reps' conversions. Being able to customize fields is particularly valuable to me because it makes the system more adaptable to our specific needs. Review collected by and hosted on G2.com.

I haven't been able to customize the sales rep commission feature for us. It's challenging because it doesn't cover various expenses like equipment, installation expenses, and processing fees. Also, the initial setup was really complicated. Review collected by and hosted on G2.com.

I like that Pipedrive is self-intuitive, making it really easy to use and set up. Having the support of an account manager is great for any additional information we need. The free webinars that are held regularly help us keep up to date with new services and features of Pipedrive that we weren't aware of. Review collected by and hosted on G2.com.

There are certain elements that don't align with how we would like to use Pipedrive. There are certain reports that can't be pulled from the data, certain deal pages can only be accessed a certain way. So there are a few gremlins but we found a workaround to all of those to ensure that it works smoothly for us. Review collected by and hosted on G2.com.

The structure of pipelines, having deals with activities and all the communication related to deals on the same page. Also the leads inbox is great and analytics for most of the stuff needed. Review collected by and hosted on G2.com.

The Insight goal dashboards cannot used so that the deals or the activities inside them are filtered based on the criteria. Also the demo/meeting activities don't have any text templates that you could save. Review collected by and hosted on G2.com.

I like the organizational aspect of Pipedrive, which makes it easy to flow a prospect through the different stages of the sales process. Pipedrive was easy to use almost right out of the gate, unlike other systems that are very complicated and confusing. The initial setup was very simple, helped by their predetermined template that we were able to lock in and run with. Review collected by and hosted on G2.com.

I wish that they would be more interactive with other systems such as Vendasta or other CRM systems. Review collected by and hosted on G2.com.

I find Pipedrive simple to use, which makes my tasks easier to manage. I love how read receipts on email threads let me know when a client reads an email or if they have received it. It gives me the chance to see if a client opens my initial emails multiple times, meaning they are still interested, so I can continue our conversations. I also like the individual profiles for accounts, as they help keep everything organized. The initial setup of Pipedrive was super easy, making the transition smooth for us. Review collected by and hosted on G2.com.

When I copy and paste fonts from Google Docs, the same texts do not transfer the same. If I have bold texts, I have to redo it once added to Pipedrive. Review collected by and hosted on G2.com.

I love the activity tracker and the automation features in Pipedrive. The activity tracker helps us keep up on deals that might go stale otherwise. The automation makes our processes more hands-off where needed. I also appreciate the custom fields because they turn the system into an all-in-one solution for us. They let us track metrics we wouldn’t be able to without them. It's nice to know that Pipedrive can really scale with us as our business grows. Review collected by and hosted on G2.com.

We use QuickBooks Online for our accounting software. QBO integrates with Pipedrive but not well. When you create an invoice in Pipedrive, it doesn't email the client. You can't link an invoice that's created in QBO to a deal, so really we had to stop using the integration because it doesn't do anything. Either allow us to attach invoices that were created in QBO to a deal, or clients need to be emailed when we create an invoice in Pipedrive. It doesn't make sense for me to have to create the invoice in Pipedrive but then to go into QBO to send an email to the client. Review collected by and hosted on G2.com.