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Pipedrive

Score8.5 out of 10

477 Reviews and Ratings

What is Pipedrive?

Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

Read more details.

Categories & Use Cases

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Pipedrive Key Features

Learn about the best (and worst!) features Pipedrive has to offer, as determined by TrustRadius' reviewers.
Based on 477 ratings of Pipedrive's features
View all Pipedrive features

Top Performing Features

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.1

  • Pipeline visualization

    Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

    Category average: 7.5

  • Interaction tracking

    Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

    Category average: 8.1

Areas for Improvement

  • Social data

    The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

    Category average: 6.6

  • Social engagement

    The software can facilitate and track engagement with customers via social channels.

    Category average: 6.8

  • Scripting environment

    Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

    Category average: 7.4

Who Buys & Uses Pipedrive

Pipedrive Reviews

What users are saying about Pipedrive.
View all Pipedrive reviews

Perfect Pipedrive!

Incentivized
Adam TuchschererView profile
Sales/Finance Exec in Finance and Accounting at Capitalize Consulting (51-200 employees)

Use Cases and Deployment Scope

As a sales director I use to forecast deals and update with pertinent information for me and my team. We also use to track activity, follow up and to process won opportunities for the org.

Pros

  • Ease of Use
  • Deal Management
  • Deal Room

Cons

  • Reporting
  • Integrations
  • Customer Renewal Management

Return on Investment

  • Faster Opportunity Management
  • Streamlined Customer Relations
  • Reduced Administration for Sales Folks

Usability

Alternatives Considered

Formstack for Salesforce and Sugar Connect

Other Software Used

Pigment, Alteryx, Vena, UiPath Automation Platform

Great value for an easy to use CRM

Incentivized
Aviva RosmanView profile
Co-Founder and COO in Corporate at BallotReady (11-50 employees)

Use Cases and Deployment Scope

Pipedrive enables sales organizations, especially startups to easily track their sales deals and follow up on deals in the pipeline. It doesn't have all of the bells and whistles, but it doesn't need them. For the price, it's a really great way to stand up a sales organization.

Pros

  • Track deals
  • Create dashboards and reports
  • Assist with deal follow up

Cons

  • Pipedrive is not as strong at marketing in terms of tracking leads
  • Pipedrive does not have the same level of automation as Hubspot

Return on Investment

  • Pipedrive has been valuable for tracking deals and helping us hit our revenue goals.

Usability

Alternatives Considered

HubSpot CRM

Other Software Used

Asana, Superhuman

Easy to utilise CRM with some great features

Incentivized
Verified User
Account Manager in Customer Service (51-200 employees)

Use Cases and Deployment Scope

We use Pipedrive as our main CRM system for both business unites. From the side of AQVC Discovery, where I work at the main point is to first track contact and Companies(organisations in Pipedrive) as leads then they get worked by our SDR team and if a call is scheduled a deal is created in Pipedrive pipeline then once client is sold it utilities Pipedrive automations to transfer the deal as a new client in our clients pipeline where all info of the client is attached and client is moved through proper stages. Until renewal or cancellation. Also we use Pipedrive reporting to understand the work done and similar.

Pros

  • Automations
  • Multi organisation setup
  • Detail tracking

Cons

  • Reporting system
  • Integrations

Return on Investment

  • Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
  • We were able to integrate our calling system easily and get things going on the lead calling aspect.
  • Great multipipeline option where we were able to manage both organisations under one roof.

Usability

Alternatives Considered

HubSpot CRM and Affinity

Other Software Used

Aircall, Google Workspace, Linear App, Slack

Pipedrive as a Lead Reporting Tool

Incentivized
Verified User
Partner in Legal (1-10 employees)

Use Cases and Deployment Scope

We use Pipedrive to monitor and track potential clients and what referral avenues they are coming from. We also use it to monitor networking efforts and case avlue trends over time so that we can adjust our marketing strategy and budget accordingly. It helps us track referral sources and touchpoints to ensure that we are properly nuturing referral relationships.

Pros

  • Tracking lead sources
  • Reports that indicate sales trends
  • Helping adjust marketing strategy to shifting climate

Cons

  • Would like to see some more automation and insights in the reporting tools
  • Would like to utilize it as a mailing list to send out communication to referral partners
  • Would like it to integrate with CRM software such as Clio

Return on Investment

  • It has helped us increase case value by being more selective with referrals
  • It has helped us identify referral partnerships that need to be nutured and others that need to be cut
  • It helps us set fee schedules based upon forecasted and expected workflow

Usability

Alternatives Considered

Clio

Other Software Used

Clio, Birdeye, Apptoto

Pipedrive - Nightmare for employees but advantage for owners/managers.

Incentivized
Verified User
C-Level Executive in Information Technology (51-200 employees)

Use Cases and Deployment Scope

I use Pipedrive for the business development team. This is to track the leads at one place and the charge's status. It takes the team forecasting the estimated sale and targets. Apart from this, all the details will be updated and tracked easily. It's easy to remind the schedule for follow-up.

Pros

  • Arrangement of leads process in section
  • Follow-up reminder
  • Managing the leads with details
  • Multiple users can be manage with admin users
  • Can see the whole sales team progress at one place

Cons

  • It can add video recording or add sections.
  • Video input by team rather than writing notes
  • Meeting or follow-up reminder over mobile

Return on Investment

  • It gives a track of leads and an idea of time in conversion
  • Each candidate can compare their performance with others
  • Time taking to fill in all details
  • Improved performance and taking an informed decision
  • Ease to decide the marketing budget as per forecasting sales.

Other Software Used

Basecamp, Hubstaff, Zoom

Usability

Pipedrive Alternatives

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