I use Pipedrive to manage our sales pipeline and track client stages, from first contact to onboarding as a customer. I like how simply it shows a clear picture of my sales team clients, which helps in planning strategies for the coming days and making more informed decisions. Since the first week of using Pipedrive, we have seen more visibility and clarity in terms of our clients' status and stages. The initial setup of Pipedrive was quite easy. Review collected by and hosted on G2.com.

I dislike that compared to large CRMs, the dashboard and reporting in Pipedrive is a bit below the standards. Reports of other CRMs are more detailed and clear. Review collected by and hosted on G2.com.

My favorite feature is all the automations. No more; having to set reminders to put clients or prospects on a sequence. Just put them in a deal and let pipedrive do the work. Review collected by and hosted on G2.com.

That when I schedule an activity for a team member; that I cannot see there calendar availability on that same page. It shows my own but not theres; so I have to go and look at there outlook calendar to see when they are free. Review collected by and hosted on G2.com.

I provides so many capabilities such as Data Enrichment, AI-Assited Prospecting, and very simple to use navigation and feature visibility. Review collected by and hosted on G2.com.

At times the upload templates are a little difficult to use, but, this is probably because I have just started using bulk updates and uploads. Review collected by and hosted on G2.com.

I like the Pipedrive pipelines because they make things very clear and easy to understand. We also use it for our aftercare teams, and the automations and sequences help a lot by allowing us to send our welcome emails to converted deals at specific times. I also appreciate being able to tweak which email is sent based on the fields completed on the deal. The initial setup was brilliant, and the Pipedrive team was more than helpful on any occasion. Review collected by and hosted on G2.com.

So far, we haven’t encountered any issues — about a week in, everything is running smoothly and working exactly as expected. Review collected by and hosted on G2.com.

I like most about Pipedrive that the information is organized in a clear way. It's easily accessible and customizable. You can put in customized notes and customize the information, as well as customize the pipelines to accommodate our different needs, like providing cost estimates and managing our operations. I appreciate that we're able to create customized pipelines which relate to the steps in our unique sales process. The ability to create and organize fields for people, organizations, and deals in different subsections is very helpful for capturing what we need for our process. Review collected by and hosted on G2.com.

I would be interested in more integrations with Google Drive, which is we have kind of spreadsheets and things like that you can't really build in the same main Pipedrive if there were a feature to have all that in Pipedrive. Kind of a Google Drive, you know, Google Sheets, Google Docs function. That would really be amazing. Review collected by and hosted on G2.com.

If you have used other CRMs, it is really quite intuitive and has most of the main features that you would need to organize a sales team to drive sales. A great use case is for small to medium sized businesses that have a basic sales process in place, but are looking to gain better visibility into sales activities, revenue streams, and sources of revenue. Review collected by and hosted on G2.com.

If you have become accustomed to bigger players, it seems that there is a less room to customize layouts. For example, in deals or opportunities, the main screen is about putting activities and building the timeline. If you want to have some fields with larger text, it is hard to see these fields in the sidebar. Review collected by and hosted on G2.com.

I use Pipedrive in my day-to-day workflow to manage leads, call efforts, email efforts, and future outreach attempts. I like how it's easy to use, and I appreciate the insights and reports that I can pull with the AI reporting tool. I find it really easy to customize a report for exactly what I'm looking for. It's also very easy to set up, and I can quickly get the metrics or information I need from my lead list without much hassle. Review collected by and hosted on G2.com.

Sometimes being able to navigate around and get to what I need to with less clicks, that would be something to improve on. Review collected by and hosted on G2.com.

I love Pipedrive’s Smart Email & Integration features, especially how they help keep everything connected. I also really appreciate the built-in reminders that prompt me about my tasks so I don’t miss anything. Review collected by and hosted on G2.com.

It does not have a link to other CRM tools like Jira, i feel there should be a way to link other CRM tools Review collected by and hosted on G2.com.

The platform is cost-effective for our team and we like that we can add extra features if needed. The support team has been great and is always quick to respond and help with our requests. Review collected by and hosted on G2.com.

-We still use a spreadsheet to track our opportunities as Pipedrive lacks in features like multi-line notes (when viewed in list view) and color-coded drop downs lists.

-The email campaign template customization options are limited and we would like to see custom fonts added.

-Custom reporting is limited and we would like to see the ability to see trends and percent increase/decrease. We could also use multi-bar charts to see data side-by-side from multiple years. Review collected by and hosted on G2.com.

Very easy to setup and start as an organization. The customization level is very nice. The interface is very easy to navigate and the number of integrations available are quite strong. When it comes to performance, it has been steady. The pricing is convenient based on the needs thanks to the variety of sub plans. The AI connector with claude has been amazing Review collected by and hosted on G2.com.

Nothing major. Building different pipelines as an experience can be improved especially when you need to add different products or VAS Review collected by and hosted on G2.com.