Pipedrive CRM, a SOC 2 Certified Service Provider, is built around activity-based selling. It ensures total visibility through its Pipeline Management tool with a clear visual interface that prompts you to take action, remain organized and stay in control of a complex sales process, Sales Reporting that provides visual report, understands pipeline metrics, tracks and tests sales process and shows sales split by product. Pipedrive CRM boosts productivity, optimizes the Sales Process, It has an import/export feature that safeguards against human error. It is fully customizable, has multiple usage possibilities and can automatically creates contacts in your pipeline.
Product | Market Share (%) |
---|---|
Pipedrive | 0.8% |
Microsoft Dynamics CRM | 4.5% |
SAP CRM | 4.1% |
Other | 90.6% |
Title | Rating | Mindshare | Recommending | |
---|---|---|---|---|
Microsoft Dynamics CRM | 3.9 | 4.5% | 93% | 79 interviewsAdd to research |
monday.com for Enterprise | 4.7 | 1.9% | 98% | 227 interviewsAdd to research |
The most valuable features of Pipedrive are its flexibility with data structures and the ability to define custom fields. Users appreciate the ease of use and the ability to apply filters and automation.
The reporting and insights feature is highly valued, as it helps with managing sales activities and improving the sales cycle. The solution's easy customization and user interface make it accessible to users of all skill levels.
The Kanban-style view upon logging in is highlighted as a standout feature, allowing users to easily track their progress.
The form builder in Pipedrive has some shortcomings and could be improved. It lacks essential functionalities found in other software, such as the ability to segment people in automation and the ability to prevent sign-ups without a corporate email.
The solution should have more automation options and better segmentation in forms. Pipedrive is doing well in terms of web cybersecurity and integration with other tools, but integration with ERP systems may pose a challenge. The integration service could be more intelligent and user-friendly, possibly through the use of artificial intelligence.
The pricing package for additional features could be improved, with varying license levels and more inclusive pricing options. Pipedrive could be more efficient and transparent in managing sales team activities and results. The documentation could be more qualified and comprehensive, as there are misunderstandings and difficulties in reporting.
The solution could also improve in terms of easiness of integration with other solutions and reporting capabilities.
ROI of Pipedrive is good in terms of time making selling and lead tracking easier. Pipedrive provides good value for the money as it offers additional functions such as a document solution with e-signature and document generation, which would typically cost around $50 per user monthly.
Pipedrive offers different plans and additional features like LeadBooster and PowerApps. The pricing is considered quite good, especially for a normal company, although it may be expensive for startups.
Compared to other options, Pipedrive is seen as a cost-effective choice with more flexibility in terms of functions.
The primary use case of Pipedrive is as a CRM tool for capturing leads, managing campaigns, sending emails, organizing pipelines, and supporting sales activities. It is used for daily sales activities, forecasting, KPIs, and following up on deals and leases.
Pipedrive handles deal management, sales arrangements, monitoring, and workflow automation. It covers the entire sales chain from lead generation to closing. It is used in conjunction with WhatsApp for daily communication, and customer information from various sources is automatically fed into Pipedrive for tracking deals.
The basic version of Pipedrive is used for tracking deals.
The service and support of Pipedrive is highly praised by users. They rate the technical support as excellent, with fast and responsive responses. Users have found the support team to be helpful in addressing feature inquiries and implementation-related questions.
The users generally find the initial setup and deployment of Pipedrive to be easy and straightforward.
The solution is deployed on the cloud, and users simply need to register and start using it without worrying about the technical aspects. The deployment process usually takes one or two afternoons, and only one person is required for deployment.
There is no need for maintenance, and the implementation is simple, depending on the customers' level of involvement.
Some customers handle the configuration and setup themselves, while others rely on the IT team or implementation services for assistance.
Pipedrive is considered highly scalable. It is currently being used by companies of various sizes, ranging from startups on up. The solution is praised for its ability to easily accommodate more users, although it may not be suitable for very large enterprises like Apple or Tesla, where Salesforce or HubSpot might be more appropriate.
Pipedrive is highly stable and reliable. Some users have mentioned a slight refreshing delay when colleagues make changes, yet there have been no bugs or glitches reported.
Company Size | Count |
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Small Business | 8 |
Midsize Enterprise | 1 |
Large Enterprise | 2 |
Company Size | Count |
---|---|
Small Business | 40 |
Midsize Enterprise | 12 |
Large Enterprise | 43 |
Author info | Rating | Review Summary |
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Managing Director at Drebbel | 4.0 | We are a sales company using Pipedrive for managing client interactions. Its flexibility in pipelines and reporting is valuable, though the rising costs and limited integration options are drawbacks. We previously used Zoho, which didn't meet our needs. |
Lead Consultant for Cloud Implementations at ZeroClick.ai | 4.5 | I use Pipedrive for managing client sales, enjoying its intuitive features like easy activity tracking, e-signature, and automation. While offering great flexibility and ROI, it could improve API usability and compliance issues with data center locations. |
Director at Xander & Thomas | 4.5 | I use Pipedrive for CRM and appreciate its simplicity. However, new features sometimes feel like afterthoughts. I previously used Salesforce but chose Pipedrive from the start in my current company. We use a different cloud provider for deployment. |
CTO, Retal Group at RETAL | 4.5 | I use Pipedrive for client actions and sales support, though integration with our ERP system remains a challenge. Future AI-driven integration improvements would be helpful. While considering alternatives like SAP or Salesforce, we intend to continue with Pipedrive. |
Founder at AppCritic | 4.5 | Pipedrive is our go-to CRM for capturing leads and managing campaigns, offering flexible data structures and custom fields. While it needs better automation and segmentation features, it's effective overall and provides value, rated 7-8 out of 10 for ROI. |
Recruiter at Emerge | 3.5 | We primarily use Pipedrive for sales funnel management, leveraging its automation for efficient client communication and deal tracking. While it's intuitive with good reporting features, its automation process could be more user-friendly compared to ActiveCampaign. |
Co-Founder & Product Director Executive at AppUnion | 3.5 | No summary available |
Automation Engineer at Freelance | 4.5 | I use Pipedrive for workflow management and find it valuable for generating a return on investment. It supports efficient processes without needing significant improvements. I haven't considered or used other solutions, and deployment details are not specified. |