Co-Founder & Product Director Executive at AppUnion
May 1, 2022
Pipedrive's most valuable feature is reporting and insights. The CRM shows the database and lets the salespeople arrange their daily activities. The insights are essential from a management point of view because it helps the sales staff improve or adjust their whole sales cycle, activities, and quality.
Account Manager at a tech services company with 11-50 employees
Jan 4, 2022
The biggest and the best feature is the view that you get when you log in. You have a board like Kanban when you log in, and you've got a column on the left and several other columns that move to the right, depending on where you are in a particular deal. If it's a prospect or someone who is just looking, you move it along the process, and it really helps you keep track of where you are.
Pipedrive's most valuable features are that you can keep the whole information that's related to managing your sales process and you can customize it easily. The person that we have who is customizing Pipedrive is very junior in means of software development or process development. He can easily use it, anyone can use the solution. It has a very easy user interface to customize your processes and apply them to the Pipedrive process.
Lead Consultant for Cloud Implementations at ZeroClick.ai
Sep 8, 2023
Pipedrive makes it easy to understand who I'm talking to at a glance. It has all the activities, node features, opportunity interface, deal interface, and time drive deals.The sales process is extremely simple, which saves me time and energy. I can send the document for e-signature and make the most out of my deals. I can automatically send emails and phone calls. You need to do only a little API programming.
It offers massive flexibility. You can run an entire enterprise on the platform. The ease of use facilitates huge adoption.
The form builder works even though it has some shortcomings...Also, the forms don't have the ability to avoid or stop people from signing up if they don't have a corporate email.
Co-Founder & Product Director Executive at AppUnion
May 1, 2022
Pipedrive could be more efficient. I want the management to be more transparent so it's easier to monitor the sales team's activities and results and do business forecasting. It would help them to improve the quality of the sales cycle.
In future releases, I would like to have a highly intelligent integration service where you can easily connect PipeDrive with other tools, even if you are not a developer.
Account Manager at a tech services company with 11-50 employees
Jan 4, 2022
We are using the lowest version of it. As we become more sophisticated, we might outgrow the tool, but there are features that are available in the higher-level versions, which I'm unfamiliar with, that might be able to meet the needs we would have in the future. They can maybe add some of the features to the basic version or make it more reasonably priced or free.
Pipedrive has some weaknesses against Salesforce. The documentation of Pipedrive could improve. They need more qualified documentation because I had to fix my colleague's work to correct the reports because they did not find how they can do it, or develop reports. There are some misunderstandings about how to do reporting.
Lead Consultant for Cloud Implementations at ZeroClick.ai
Sep 8, 2023
The tool's APIs are challenging. It should also be compliant with HIPAA, FINRA and GLBA. The data centers should be within US so that they are compliant with regulations.
