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Pipedrive

Score8.5 out of 10

477 Reviews and Ratings

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What is Pipedrive?

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

Categories & Use Cases

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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
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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: 7.6

  • Interaction tracking

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

    Category average: 8

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: 6.9

  • 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

Reviews

What users are saying about Pipedrive.
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Perfect Pipedrive!

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

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

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

Great tool to track everything

Incentivized
Verified User
Representative in Customer Service (11-50 employees employees)

Use Cases and Deployment Scope

Pipedrive is our CRM, we have all the details of our customers in it, starting from when they are cold or hot leads and in the scope of our agents, until they become real clients and in the scope of our customer support. We also use it to organize calls and activities that we must do on their platform and we take notes of everything so that anybody in the company can be up to date on what is happening. Pipedrive really changed the way we work for the better

Pros

  • Activities
  • Sync with Google Calendar
  • Deal tracking

Cons

  • Linking more than one organization to a person
  • The ‘projects’ are a little confusing at times
  • Tracking wishlist

Return on Investment

  • Very difficult to make errors
  • Straight and simple tasks
  • Straight and simple tasks

Usability

Other Software Used

Trello, Jira Work Management, Intercom

Great value for an easy to use CRM

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

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