I handle daily client follow ups and online consultation queries, so I needed one place to keep track of calls and reminders. I work as a Dietician & Nutritionist, manage a homeopathy clinic, and also create health education content. I mainly use Pipedrive to note down client names, phone numbers, and to set follow-up calls for diet and consultation work. Earlier I used to forget some follow-ups when work got busy. Now I just open Pipedrive and see who I need to call today.

It was easy to start using it. I added a few people and made call reminders on the same day without reading any long guide. I use it regularly during the week when clients message me for diet follow ups or when someone asks for an online consultation. It helps me keep my small daily work organised without making things complicated.

The features I use are simple but useful for me, like activities for calls, contact details in one place, and a basic pipeline to track one or two consultation cases. I also connected my email and calendar so I can see reminders on time. It fits well with how I already work in the clinic and while handling health education queries, and it saves me from writing things on paper or in random notes. Review collected by and hosted on G2.com.

There is not much to dislike for my daily use. Sometimes the search takes a moment when I have many contacts, so finding an old name can feel a little slow. A few filters reset when I switch views, so I need to set them again. On the mobile app, some details are not as easy to see as on the desktop. Notifications can feel a bit too many on busy days. Review collected by and hosted on G2.com.

Adding contacts and leads in Pipedrive is super easy, and converting leads to deals can be done in 1 click. Also, seeing every deal on one dashboard is great! I would also like to point out how easy the integration process is. Intelligent tracking of day-to-day activities optimizes sales performance. From a pricing point of view, I would say it is value for money. Review collected by and hosted on G2.com.

As of now I think the features are pretty much useful to me and haven't come across a feature that I dislike. Review collected by and hosted on G2.com.

Pipedrive is great for storing information about the people we work with. We use it to manage vendors, contractors and clients and it's easy to use and find exactly who we need. Review collected by and hosted on G2.com.

I wouldn't say there are any downsides but having used other CRM platforms one huge improvement they could make categorization and tagging of people and companies. Keap for example has a much better and more straightforward way of doing this. Review collected by and hosted on G2.com.

I like Pipedrive because I can automate with other systems and export data easily. n8n works very well with Pipedrive, allowing the creation of activities from stage changes, sending emails or messages in our communication system, and updates in our internal platform. I can keep all this recorded within Pipedrive, which is very valuable for my work. Review collected by and hosted on G2.com.

I have noticed that this February we are experiencing a lot of slowness and some random errors that refresh the page and cause it to disappear. The way to better visualize the data could improve, as it is necessary to understand almost 60% of the platform to export decent content. The data export part is complex. Review collected by and hosted on G2.com.

I've been using Pipedrive at work for about two years now, and since I started, my entire day has been organized there. At the beginning of the day, I can quickly see what I need to do in the Activities tab. I can also easily build and edit my onboarding funnel and keep track of what I need to do for each opportunity assigned to me.

Besides that, I can easily visualize the results of my opportunities and use those insights for important day-to-day decision-making. Review collected by and hosted on G2.com.

I think nowadays it's very easy for Pipedrive to duplicate activities that don't need to be duplicated, according to the automations that are created. For example, when I mark an opportunity as lost, it will Review collected by and hosted on G2.com.

Easy to use, focused on the essentials, hunt for new organizations, new contacts, categorize customer orders in the pipeline Review collected by and hosted on G2.com.

1) The interface is too cluttered, with a mix between commercial actions and platform administration actions. It would be preferable to create two distinct groups to better separate these functionalities: on one side, the management of groups, users, and the platform, as well as data settings; on the other, commercial actions (people, organizations, etc.). 2) Pipedrive cannot manage a commercial pyramid with a top, middle, operational management level, also 2 clients shared between 2 salespeople, one as owner and the second as responsible for the customer group. 3) Pipedrive cannot manage the customer group. Review collected by and hosted on G2.com.

I like Pipedrive for its multiple functionalities and ease of use. Specifically, it helps me manage leads effectively, which is essential for my sales process. The revenue tracker and conversion rate features are particularly valuable, as they assist me in keeping track of the conversion of deals. Review collected by and hosted on G2.com.

I'm not happy with Pipedrive's customer support and help services. I think they could improve the onboarding and training sessions to ensure the CRM is well set up. Some aspects of the setup were easy, but I'm still unable to set up automatic processes and ensure everything is complete, especially the data from leads. Review collected by and hosted on G2.com.

I really appreciate Pipedrive for its very simple and user-friendly interface, which makes it easy to use. The pipeline and deal tracking system is very straightforward, allowing me to easily manage deal tracking and forecasting. I find the activity and follow-up reminders incredibly helpful as they ensure no follow-ups are missed. The integration with email and calendars is fantastic, keeping all my communications organized, and it works well with Gmail, Outlook, Yahoo, and Google Calendar. I also value the clear visibility it provides into sales progress, team performance, and forecasting. The customizable stages and workflows are great for my sales process, and the reporting features are essential for monitoring pipeline health and team performance. Overall, it helps me save time, improve organization, and maintain better visibility across the entire sales cycle. The initial setup was very straightforward and required minimal technical support, allowing me to set up pipelines and manage deals quickly and smoothly. Review collected by and hosted on G2.com.

I've been using Pipedrive for a long time. Some advanced reporting and automation features could be more flexible, for example, and certain integrations require higher tier plans. The mobile experience can also be improved, slightly, for managing complex workflow on the go. Certain automation features are also locked behind higher price tiers, and deeper analytics would make the platform even more valuable for growing sales teams and salespeople like me. Review collected by and hosted on G2.com.

I appreciate the automations in Pipedrive, which are pretty good. The life cycle stages are also a standout feature, allowing us to move people through a process automatically. It connects to Zapier, making it easy to integrate with various other tools. This setup means we don't need to manually update records, and we can quickly see which customers are in what stage of the lifecycle. It helps us report on drop-offs in sales or renewals and see potential opportunities. Overall, it's a really good way to visualize all the data in a single place. Review collected by and hosted on G2.com.

It's fairly complicated, so it was hard to learn. It was also quite hard to teach to the salespeople who run it. Because it's such a powerful and complex tool, using the advanced features makes it more complex for day-to-day use. Even though it makes people's lives easier, it's not 100% intuitive. Review collected by and hosted on G2.com.

I find Pipedrive easy to use and user-friendly, which makes navigating my sales process a breeze. It's aesthetically pleasing, so it's not overwhelming when I look at it. It's very easy to complete tasks, helping me stay organized. The setup was very easy because it walked me through every single step. If I missed something, I could easily find where to navigate and make the necessary changes. This ease of use is really important when I'm in a rush. It's also simple to choose what stage I'm added to with just a click of a button. It is a daily tool for me, that has become part of my necessity to function. Review collected by and hosted on G2.com.

I love all of it, I have not found anything I dislike. Review collected by and hosted on G2.com.