#1 most frequent
United States of America
29.0%5,183 installations of 17,876
What is Pipedrive?
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
Categories & Use Cases
Media
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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: 7.5
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
#2 most frequent
Brazil
13.3%2,371 installations of 17,876
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
8.0%1,435 installations of 17,876
Perfect Pipedrive!
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 tool to track everything
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
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
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
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
