Pipedrive Review

Top10.com Staff

In a Nutshell

Pipedrive has emerged in recent years as one of the leading CRMs for both SMBs and enterprise customers, and is now used by over 90,000 teams worldwide. It values simplicity in terms of design, function, and setup, and also offers a no-credit-card-required free trial. The CRM features some attractive mobile features, like the ability to directly capture and store images associated with contacts.

pros

  • Easy setup and operation
  • Powerful mobile applications
  • 2 way sync with Google Contacts and the G-Suite

cons

  • Doesn’t integrate some legacy systems
  • No built in VoIP system
  • Not a great choice for CRM power users

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Pipedrive CRM At A Glance

Best For: Organizations seeking simplicity over advanced customization 

Key Use: Lead-tracking

Price: $12.50-$49.17 / user / month

Free trial: 14-day free trial

Overview

If your marketing and sales teams like simplicity and integration, then Pipedrive is likely to be a great match. It offers features such as sales reporting and forecasting, has an enormous library of third-party app and connector integrations, and features capable mobile apps for Android and iOS that make it easy to capture lead data while out and about.

Tools For Sales Teams

Pipedrive organizes leads according to columns that are organized by lead stage. Like most CRMs, it gives users the ability to send and log emails directly from within the CRM interface. Templates can be shared among teams and manually edited before being sent to the lead or contact.

A “Smart Data Search” widget appears to the left of the opportunity view and gives users the ability to quickly recall information about the user associated with the email address that they are sending to, including their estimated address, current employer, and LinkedIn profile.

Updating deal status is easy. Users can simply drag a lead into either the “lost” or “won” buttons in order to update the CRM—and their team members—about the deal status.

Pipedrive has some reputable workflow automation tools. Users can trigger emails to send when certain deal stages are reached. Additionally, internal actions such as account hand-offs, opportunity to contact conversions, and follow-up call prompts can all be added to internal workflows.

Tools For Customer Support

Pipedrive does not have any native helpdesk creator or ticket-based support system tool. However, support teams can use its web form creator to create forms that might capture information that could resolve common user difficulties.

Additionally, there are many support tools in the Pipedrive Marketplace, including SupportBee, Slaask (support for Slack users), and Nectar Desk. These bring some of these support platforms’ tools into the CRM. For instance, with the Nectar Desk extension installed, Pipedrive users can make calls via Pipedrive using the CRM and append call recordings to the associated CRM record.

Tools For Marketing Teams

Pipedrive includes a native email composer and editor which includes the following features:

  • Users can send email directly from within the CRM.
  • Users can autopopulate messages with the appropriate template based on preconfigured automation criteria and make manual adjustments before sending.
  • Smart email BCC allows users to send email from outside Pipedrive and have it automatically captured and added to the system. Pipedrive will even automatically match the conversation to a record if one is found to exist for the recipient.
  • Real-time notifications about email opens and link clicking give sales teams the competitive advantage to know when the lead is maturing and might benefit from further communication.
  • Pipedrive allows users to fully customize activity types. If a marketing team frequently conducts on-site workshops, for instance, this could be created as a CRM property and logged accordingly.

Customizations And Integrations

  • Pipedrive is customizable at all levels. Properties, views, sales stages, and deal types can all be adjusted to reflect the unique needs of the organization using it.
  • Pipedrive also provides a powerful API which can be used by ambitious users that want to go beyond the integrations that the company already offers through both its marketplace and dedicated third-party marketing automation integration platforms such as Zapier.
  • Most impressive, however, is the Pipedrive Marketplace which features an exhaustive selection of apps and integrations that can be added to Pipedrive to widen its functionality. These include VoIP tools, such as the Ring.io Power Dialer, and accounting and bookkeeping systems, such as Xero.

Reporting And Dashboards

The sales reporting module makes it easy for sales managers to retrieve and call up high-level sales data.

A powerful filter bar on the left hand side of the screen makes it easy to recall statistics according to certain timeframes and pipeline stage. Managers can view metrics such as the average number of deals closed by period per user as well as the total and average value of deals won.

The sales forecasting module allows the sales team to generate forecasts as to their expected achievement by the next reporting period.

The forecasting tool provides a comprehensive breakdown for sales managers of both the current value of the pipeline that hasn’t been closed yet, as well as a predicted value based on the team’s history to date at creating top of funnel opportunities. The combined value provides a realistic dollar value that can be used to guide top level business calculations.

Mobile Options

Pipedrive has apps for Android and iOS. The official mobile clients provide:

  • Full access to all CRM information that can be retrieved from the web UI.
  • Offline syncing and data recall—perfect for when sales teams in the field lose connectivity.
  • Automated prompts to guide field agents to complete end-of-day administrative tasks and paperwork, such as remitting reports and entering agreed-upon phone calls and other engagements into the system.

Plans And Pricing

Pipedrive is available at 3 tiers: Silver, Golden, and Platinum, which can be subscribed to on a monthly or annual basis (which currently results in a 17% saving).

All 3 tiers include comprehensive calendar entry, data scheduling, and revenue forecasting, in addition to many other system components.

The differences between the tiers are as follows:

  • Only Gold level subscribers can send and read emails without leaving Pipedrive. Gold users can also see the full contact history as they compose communications. Silver level subscribers will have to continue to use the email interface they are already using and BCC each entry in order to have it recorded in the CRM.
  • Platinum users receive all the benefits that Gold level subscribers do and also enjoy live phone support and a dedicated private environment to host all their sales data. This is the suitable subscription tier for large organizations with stringent data protection requirements. 
Essential
Advanced
Professional
Enterprise
$12.50/user/month (billed annually)
$24.20/user/month (billed annually)
$49.17/user/month (billed annually)
$99/user/month (billed annually)

Ease Of Implementation And Use

Pipedrive is among the easiest of the major CRMs to set up and use. It’s entirely cloud-hosted and the setup process involves simply having the organization’s systems administrator sign up for a free trial. After its conclusion, the organization simply has to begin paying for the subscription in order to enjoy continued access to the selected product tier.

Pipedrive has put together some comprehensive documentation to assist users with common setup activities, including importing user data from a previous CRM, configuring custom fields, and even extracting information directly from spreadsheets. In fact, the CRM even works with a third-party app called Import2 to streamline the import and setup process.

Users typically find the CRM extraordinarily easy to use. For sales team, it’s side-by-side board-style visualization of deals makes it easy to monitor the pipeline and move deals between stages—and mark them as won or closed.

Customer Service

While only the top service tier enjoys access to live phone support, all Pipedrive customers can be assured of a basic level of help from the team that should be enough to resolve any difficulties they might encounter.

There is an extensive multimedia helpdesk which provides tutorial on both common user issues as well as more advanced topics such as resolving syncing difficulties with the mobile apps or configuring a 2-way sync service between Pipedrive and a third-party email service. The majority of one-to-one support is provided through an email/ticket-based system which operates around the clock.

Pipedrive Pipedrive Visit Site

What Users Say About Pipedrive

“For the first time in my life I’m not afraid to open my CRM—I can open it, look at it and know exactly what I have to do and where things are. I actually enjoy doing sales now.”

Canine Protection International Managing Partner, Cole Morgan

“We were able to make our sales team a lot more efficient by having the right tools in place that helped them sign more accounts and work with more prospects, and spend less time doing so.”

Lisa Coyle, 360 Payments

“We definitely needed something better. We immediately knew that Pipedrive was the CRM we needed. Many of our salespeople had already worked with the tool in previous jobs, and they were all convinced that Pipedrive was the right solution for their needs.”

Alexandra, DashThis

Conclusion

Pipedrive is a great choice of CRM for teams that need an easy to use solution that will make staying in touch with leads and contacts as easy as possible. It also has a user Marketplace which can allow power users to significantly expand upon the basic functionalities that the CRM offers. However, for a power-user that really wants to get under the hood, they might prefer to consider other options.

Top10.com's editorial staff is a professional team of editors, writers and experts with dozens of years of experience covering consumer, financial and business products and services.

Pipedrive customer reviews

Based on 30 reviews

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Top Reviews

Allen, CA
10 months ago

Ease of use

Brand satisfaction

Value for money

Service quality

Pipedrive are very transparent, I like them for this, they are also reliable and can be trusted

Jessie, FL
a year ago

Just like the rest I like to see the very best stuff out there I love this kind of software

Carie, AL
7 months ago

Makes me productive and efficient and very easy to use. Keeps me up to date on my business contacts

Charity, OH
a year ago

It's a great service. It's easy to use. And it's technologically advanced and better than others

Joe, CO
a year ago

There have been a few times when we needed support after hours and could not find anyone to help us.

Nick, FL
8 months ago

Can be tech challenging at times, have to reload and down load several times to get to stay synced

Kevionne, AZ
a year ago

Because of the customer service. I enjoy it whenever I get service done there I feel like I'm at home I never have to be uptight

Reyna, TX
7 months ago

They try to satisfy everything that the customer wants and needs for their products, and that's why I love it

Teresa, TN
8 months ago

Innovative and intelligent technology products. High quality performance and gets the job done with expertise.

Steve, SC
9 months ago

I use it in my business and it is highly effective. My colleagues highly praise the product.

Cecilia, CA
9 months ago

They are reliable and very helpful. They are knowledgeable. I like working with them always

Jeremy, NY
9 months ago

It's a consistent, dependable product that is easy enough to use and performs better than most competitors.

Hanna, NY
a year ago

That the brand was good and had an impact to my life. Great to use

Jennifer, AL
8 months ago

Great price and the best security . I love the customer service department, they are amazing

Pat, CA
7 months ago

The website was not easy to understand but once I got itwas very useful and a very good purchase

Nikki, GA
9 months ago

I like that it is easy to use. Some programs are much more complicated. It also has it's own walk through (tutorial). I have never had issues with it.

Jill, CA
a year ago

Minimal issues, but pricing is a bit high. Our company likes the consistent customer service.

Jt, TX
7 months ago

I like that it does what it is supposed to do and is easy to use. I also like that it has helpful tools to assist in project completion.

Phil, MI
a year ago

I like the brand. I am very happy with the product. It provides an invaluable service for me and my organization

Tatiana, AL
7 months ago

Great quality and no lost fees. Always pay the amount on time and never behind. Also great quantity

30 customer reviews