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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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

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: 6.7
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

#1 most frequent

Professional, Scientific, and Technical Services

22.9%

4,057 installations of 17,712

#2 most frequent

Information

10.7%

1,900 installations of 17,712

#3 most frequent

Manufacturing

6.5%

1,159 installations of 17,712

Adam Tuchscherer View 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

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

Aviva Rosman View 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

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

Verified User

Partner in Legal (1-10 employees 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

What is Pipedrive?

Categories & Use Cases

Media

Key Features

Top Performing Features

Opportunity management

Pipeline visualization

Interaction tracking

Areas for Improvement

Social data

Social engagement

Scripting environment

Most Frequent Users

Professional, Scientific, and Technical Services

Information

Manufacturing

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

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