Pipedrive Aggregated Reviews

If you’re looking for a more feature-rich CRM, Pipedrive has worked well for me. It does all you listed and has tons of bells and whistles: integrates with Gmail, your calendar, reminders, client notes, etc. You can also segment groups of people into different pipelines depending on the steps you need your clients to go through. They have a two week free trial, but it’s $15/mo for the basic plan.
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I use Pipedrive. It has some really good features and overall pretty happy. A couple of caveats- 0365 calendar sync is broken and no timeline when it will be fixed. Also it’s weird they don’t have a community forum or support page. Customer service is good but it’s interesting they don’t let their customers communicate with eCh other to resolve issues.
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For cold calling centric operations in a small org, pipedrive.com or close.io. There are others you can evaluate, but after demoing and implementing 30+ CRMs over the last 10 years I would definitely label those two the best fit for what you are describing.
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Pipedrive is probably the easiest to use, but I’d say the best deal if you’re budget conscious is Hubspot (which is free until you grow to a certain size)
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Don’t use your cell number. Use your cell to make the calls but get a number for it. I’d suggest Pipedrive for the Crm and justcall which talks to it. You can use your cell to make the calls via their app. All calls and texts will be logged into the crm an associated with the right contact.
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I use Pipedrive, and here’s how I would approach it in that CRM.
Pipedrive allows custom fields on organizations, so I would add a multi-choice field with all of the possible features you’re looking at developing (you can add/edit in the future). For each org just select the options that are important to them. Finally, filter the org list by the values.
There’s probably a way to streamline this more.
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Pipedrive, almost all CRMs are about capturing data (too much data, so much in fact, you’re overwhelmed with noise and can’t make intelligent decisions). Pipedrive OTOH is about managing your deals. It’s a subtle, but IMO superior, difference.
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Look at Pipedrive crm. You can add custom fields to each object type (person, company). The custom field can be a drop down of any other object type. So a person can have a drop down referencing another person, etc.
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I helped migrate a CRM from Basecamp to Pipedrive before at a previous job… and I’ve been very pleased with the outcome. It has a great API and I was able to technically make it work with web apps that automated internal needs for sales and ops departments.
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Just signed up with PipeDrive’s free trial and think I’m sticking with it. I don’t really need my CRM to automate tasks, but more so what you’re talking about to keep myself organized and stay on top of communicating. The $300/month/user infusion soft type shit is too much and more robust than what I need. Pipedrive is $15-30/month depending on the plan for a 1 man operation. Google some promo codes to get 21-day trial instead of just 7.
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PipeDrive. Easy to setup, fun to use and their support is one of the best I have seen.
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We started with spreadsheets, then CapsuleCRM but have also ended up using Pipedrive as well and would highly recommend it
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PipeDrive is super useful for when you have a sales team and need to keep track of how efficient each person was. It also includes templates, email migration, etc
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Currently using Pipedrive. Definitely the most salesperson-friendly. I’m currently managing myself, so I don’t need a lot of reporting, territory management, etc. But it’s awesome for just what it is – pipeline visualisation and activity mangement, predominantly. I can’t comment much past that.
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Have you looked at Pipedrive? Its a great CRM. Very intuitive and simple build but is really flexible if you need to make changes to it. It also has an app marketplace where you can integrate third party tools for virtual phone, marketing automation, website requests, and other things. Worth checking out!
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I use a CRM to track communications (email and phone) and personal details. I looked at all sorts of CRMs to find one that fit me. I settled on Pipedrive. So far, I like it. I couldn’t find anything better for my business. They keep working on features so, hopefully, they’ll improve on a few things I dislike.
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I love pipedrive and I used back in 2013… and now after shopping around I decided to get back to it. The reason is it focuses in the process more than the features. So it really is motivating for sales. I checked many other affordable systems (Salesflare, Copper, Base, etc) but at the end I really liked the process mindset of Pipedrive. I think they have a version that manages different teams, I don’t need that so I cannot comment if it is good or not or if it suits your needs.
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Here is what you can do, even with pipedrive.
You will need your crm (pipedrive, zapier, and klenty or similar mail merge software)
You set up zapier so that it knows, ‘when contact x goes to deal stage Y’ automatically start a default email cadence that you have set up in klenty.
Klenty is good with pipedrive because it syncs the contacts between both, so when you have {{firstname}} in your template, it will fetch the appropriate contact name
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we are small but I think now it’s good time to change since our needs are growing in scope and scale. It’s is really difficult to find the best tool. Pipedrive does a really good job. The only place where it is lacking is an advance permission and filtering options. Drip does a really good job.
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We’re currently using PipeDrive. It’s very easy to use and has a beautiful interface. However, some important functionality is missing and we’re looking to switch as well.
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All of these are in the contacts tab, because that’s the only screen an SDR needs.
Allow to organize by multiple categories. Currently, you can organize your contacts by country OR name OR company, etc…. What we need is country AND company. What good is it if when I organize my contacts by country, but then all of the people at a particular company are scattered all over the page?
Allow editing of done activities. There is no option for me to input the last time I called. It only pulls that data from scheduled activities. So if I want pipedrive to log a phone call, I first have to schedule and fill out that info, and then call. WTF? And if that gets done, the default option should be “now” with the option to select from a calendar.
When adding a person to contacts, allow me to add their position/title from the same menu. Why do I have to add it separately?
When adding a country, why is “Arlington, Texas, USA” and acceptable input? Same for adding state, why is “Geneva, Switzerland” an acceptable input? Just do it like everywhere else, and “grey out” state until the country is entered, then select a state/province for the entered country.
I apologize for my tone, but there is so much busywork involved in this platform it’s frustrating. I am the first SDR this company has hired, and while I’m sure Pipedrive is great for sales, if you’re an SDR, it’s the fucking worst.
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SDRs only use the contacts tab. All other tabs are useless. This is a shitty design issue, way beyond the scope of pipedrive support.
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We use Pipedrive and it’s fucking awesome. It’s not as robust as something like Salesforce , but we don’t need all that for the biz I run. We’ve been able to connect it with Quickbooks using Zapier so that any order a salesman creates in Pipedrive get’s pushed into QB as a sales invoice.
I love Pipedrive’s reporting dashboard. Let’s me see exactly who’s killing it in sales, and who’s slacking. They’ve improved their search function recently and it’s amazingly easy to find anything you need within a few keys or clicks.
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I don’t see PipeDrive as a CRM but more as to control your sales funnel.
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As you said you have tested Pipedrive and the likes and still not satisfied, I would recommend you to have a look at SalesX.io.
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i use Salesforce for my CRM, but pipedrive to manage my tasks and analyze my pipeline
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I’ve been using Pipedrive for B2B for about 6 months and I love it.
My one qualm, which I’ve written about before is that deduplication isn’t very simple. If you upload 2 excel sheets of contacts or organizations which have some overlapping data, you have to manually deduplicate every applicable entry.
Despite that, I love Pipedrive. Customer service is amazing, the app is simple and has all the features I need.
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Hey. I have been using pipedrive for the last year and a half. From my experience, none of these small business crms are great at handling current customers.
With pipedrive you can create a custom field for customer status, or you can filter deals by ‘won’. Paired with the contacts and companies search, you can see all the exchanges you have had with your client.
My suggestion to you, however is to put them into a new pipeline (something like ‘customer success’). And then see all of your clients and the different stages they are at (new client, old client).
If you have the 24$ plan you can automate this – when deal = won, create new deal in new pipeline.
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