Pipedrive Reviews & Product Details

I find Pipedrive to be excellent for managing my clients and calls. I really like how it allows me to organize information and contact clients, all while keeping track of who I've called, how many times, and the reasons for each call. I also value the ability to take notes on my interactions, which helps me stay organized with every client. One feature I particularly enjoy is having everything displayed on a single page, which makes navigation straightforward. I can assign different columns for actions such as calls, offers, or invoices, and this flexibility is very useful. The platform is user-friendly, and it only takes me a few seconds to locate my deals, contacts, or follow-up tasks. Setting it up was incredibly easy—so simple that anyone could do it. Review collected by and hosted on G2.com.

I use it with JustCall as well as Shopify. What would be nice though is if I could directly call from Pipedrive and it goes directly into JustCall so I'm not having to copy and paste the number into JustCall. Review collected by and hosted on G2.com.

Very focused on the right activities, and not on burdensome forms or tick-boxes. The integrations between computer and phone access are instantaneous and really helpful. I use it every day, whereever I am. Having used a few other CRMs over many years, I firmly believe Pipedrive is the best for my needs, which are sales-focused with a lot of service follow through. Review collected by and hosted on G2.com.

I don't use AI in my marketing, so it would be nice if the marketing of AI tools inside the platform which I pay for could be turned off. Review collected by and hosted on G2.com.

We love how simple and clean the layout is. It is easy and intuitive to know exactly where we are at with each and every deal. It keeps them top of mind and trying to avance each deal through the pipeline. What can be easier than trying to advance each "chess piece" from one side of the table to the other.

We have tried many other CRM tools, but they were just databases that hold information. We were looking for something that specifically helps us track deals as they move through the sales pipeline.

In other CRM's the information gets burried and forgotten about. We were using an app called trello for just this function because it was extremely visual and easy to track. The problem was it did not have the CRM function so we were having to bounce between two difference applications.

Pipedrive has the same visuals, and drag and drop functionality as trello, but is has everything we need in one spot with the CRM. It is working perfectly for me.

It was super easy to get everything set up and dialed in and it was extremely user friendly with almost no learning curve.

The deal pipelines stay open all day long so that advancing deals through the pipeline stays top of mind. This has become our go to program to track sales and we love how simple it is.

I am very pleased that I discovered Pipedrive. It is exactly what I was looking for. Review collected by and hosted on G2.com.

Right now there is nothing that we do not like about the program. We have gone through 3 different CRM programs and this one is perfect for me. Review collected by and hosted on G2.com.

Implementation was a breath of fresh air, quick, well-guided, and supported by a responsive team with thought provoking setup questions. Moving from one pipeline to multiple has been a major upgrade, and the clearer stage structure makes deal tracking much easier for everyone.

Pipedrive is genuinely user-friendly, even for a teammate who isn’t tech-savvy. The visual pipelines, customizable stages, and built-in reminders make it simple to see where every deal stands and stay on top of follow-ups.

Overall, a smooth implementation and a CRM that fits how we actually work. Review collected by and hosted on G2.com.

The shared team inbox is a great addition, but adding automation to alert the assigned user (task or email) would help ensure nothing gets missed.

A bit more flexibility to manage or keep lead and deal fields separate for cleaner organization. Review collected by and hosted on G2.com.

It is visually very easy to use.

I have experience with other CRMs (like Hubspot, Zoho...) and Pipedrive is robust enough, while being simple to use.

When I took over the biz dev team at a new job, one of my first steps was to implement Pipedrive.

Their tech support and KAM is excellent. Super available and helpful.

It is easy to integrate with core tools. Review collected by and hosted on G2.com.

Some features still have a slight beta feel to them.

Like every other CRM, their pitch feels a bit too much like a tool that solves all the world's problems. You learn its limitations as you begin use it.

Still the best CRM in the market. Review collected by and hosted on G2.com.

I use Pipedrive every day as my main CRM to organize my tasks, outreach activity, and everything I do daily. It helps me stay incredibly organized and efficient by ranking my top important tasks. I love how it keeps a timeline of emails, notes, and lets me attach files to contacts and deals. I'm particularly fond of the smart CC feature because I can run different emails and businesses within Pipedrive. By putting emails in BCC, I ensure everything stays organized and attached to my contacts and deals. Specifically, it helps me keep all communications well organized by contact, allowing me to stay on top of everything at all times. The setup was easy, and once it was done, it works flawlessly. Review collected by and hosted on G2.com.

I guess if there's anything I could mention, it's better integration into, like, iMessage. Review collected by and hosted on G2.com.

This tool is extremely helpful for enabling the entire team to see who is handling clients. It also ensures that everyone has access to the necessary information if they need to answer the phone for a query. We are also looking forward to making use of the webforms and chat box once our new website goes live. Review collected by and hosted on G2.com.

The only drawback I’ve noticed so far is that there are limited ways to have online submission forms, such as Facebook leads, automatically filter in without incurring additional costs. Review collected by and hosted on G2.com.

I use Pipedrive to manage all activities with my clients, from prospecting to post-sales. What I like most about Pipedrive is that it never lets me complete a client activity without immediately scheduling another one, ensuring that my client is never without close follow-up. Additionally, we switched from Ummense to Pipedrive because it is a more dynamic system for customer relationship and activity control. The ease of setting up Pipedrive was absolutely smooth. Review collected by and hosted on G2.com.

I believe that the integrations should be expanded to other apps. Review collected by and hosted on G2.com.

I like the organization that Pipedrive provides since it helps us understand what's going on with a file when a customer calls. I find emailing clients using templates very helpful instead of writing the same thing repeatedly. The ability to pin important notes at the top and email with ease is a plus. I appreciate being able to call directly from Pipedrive and enjoy the numerous integrations available, such as HubSpot for backup, Apollo.io for identifying website visitors, and DocuSign for easy customer linking. The marketplace having a ton of integrations is a huge benefit as well. Pipedrive being cost-effective compared to our previous tool was another reason we switched, and setting it up was easy. Review collected by and hosted on G2.com.

No dislikes at all! Review collected by and hosted on G2.com.

I love how Pipedrive has improved my workflow in a big way compared to our previous CRM. The ability to separate leads and deals is great, and being able to see when emails are opened and which links are clicked by my contacts is a game changer. I also really like the 'next action' tool, which prompts me to set the next step for each lead or deal, helping me stay on top of my pipeline. The initial setup was quite easy and intuitive, and they have a great onboarding process. Review collected by and hosted on G2.com.

I like sequences to send emails to my leads. But there's no way to pause that to make sure that the emails don't get sent over the holiday season. Also you can set the emails to be sent after x number of days, but it's always the same time. It would be great if you could vary time (example: send 2nd emails in 3 days + 37 minutes). Review collected by and hosted on G2.com.