Pipedrive Reviews & Product Details

We have been using Pipedrive for a long time, and it has proven to be an excellent CRM for managing our sales process efficiently. What we appreciate the most is how easy it is to use—even for team members who are not tech-savvy.

Its customizable configuration allows us to tailor workflows and pipelines to our specific needs, making the system truly adaptable. Additionally, Pipedrive is highly scalable, offering different tiers to match our growth. Currently, we are on the Advanced plan, which provides the perfect balance of features and usability.

Another major advantage is the integrated Campaigns tool, which helps us streamline our communication with leads and customers. On top of that, Pipedrive offers numerous integrations that further enhance our sales and marketing capabilities.

Overall, Pipedrive is a powerful yet user-friendly CRM that has greatly improved our sales efficiency. Highly recommended for businesses looking for a scalable and customizable solution! Review collected by and hosted on G2.com.

While Pipedrive is a great CRM, we have experienced occasional technical issues. Sometimes, the system loses connection or suffers from high latency, which can slow down workflows. Additionally, when composing emails, errors occasionally occur, forcing us to rewrite messages. Another limitation is the restricted use of custom fields in report generation, which can be frustrating when trying to extract specific insights. However, none of these issues are critical, and they do not significantly impact the overall usability of the platform. Review collected by and hosted on G2.com.

As an agency, we previously faced the challenge of each salesperson managing their own database. Without a structured system like Pipedrive, overlaps were common, and verbal coordination was a must. Since implementing Pipedrive, our sales process has become much more professional and organized.

What I particularly like:

✅ Structured and transparent management of all leads and clients

✅ Automations that help us keep track of important topics

✅ Easy scheduling and reliable follow-ups

✅ Comprehensive analytics for sales performance

✅ Outstanding value for money

Overall, a clear recommendation for anyone looking to make their sales process more efficient! 🚀 Review collected by and hosted on G2.com.

The only "downside": I still feel a bit overwhelmed because Pipedrive offers so many features, and I’m only using a fraction of them. But I know this will improve over time. Review collected by and hosted on G2.com.

Easy navigation, simple interface, smooth operation. Integration with the application on the phone, which makes it easy to create activities from conversations with customers, integration with the mailbox, or mailing campaigns and webinars. Review collected by and hosted on G2.com.

Integration with the mailbox works great, but what I don't like is creating emails in pipedrive itself, I think you should improve the text formatting to be similar to what outlook offers. I don't like the difference between the style sent from Pipe Drive and Outlook. This discrepancy is annoying, I would like my clients to receive messages in the same style from me, regardless of where I send the message from.

Integration with AI in composing messages definitely needs improvement. Using external tools works better. Review collected by and hosted on G2.com.

I love the work flow and how easy it is to customize my pipeline of clients. I had used Pipedrive at my old Life Insurance job, and now that I'm in sales again, I've decided to pay for Pipedrive on my own because of its great interface. The app is also top notch and great for capturing notes from meetings when I'm out meeting with clients. Review collected by and hosted on G2.com.

I wish you didn't have to pay and upgrade to advanced to get the auto email syncing/integration. Not a huge deal as you can still manually link the email to your deal with a BCC address, but would still be nice to have included in basic. Review collected by and hosted on G2.com.

I love how streamlined Pipedrive actually is. Everything is practically integrated. Emails synchronize and link with existing leads. Leads can be easily turned into deals. Contracts can be executed within the workflow. Lead activity takes no time to complete. It's been refreshing using Pipedrive versus other CRMs I have worked with in the past. Review collected by and hosted on G2.com.

Adding email banners and photos to my signature was a bit painful. It crashed the whole process and required a week or so of support, but they were on top of it. I also wasn't fond of the email campaigns. I couldn't choose specific contacts/leads to run a campaign. It was defaulting to send to every lead I had ever created. Also too, there are icons on the left that are just not useful. I don't use projects or campaigns or no longer need the setup guide. These should be hidden or removed. More customization is needed there and less clutter. Review collected by and hosted on G2.com.

I am the CRM lead in my company and have never used one before (I am not an IT person either). However, I have been able to adapt Pipedrive to our company's needs very easily and I love how easy it is to use. I have also enjoyed the training webinars! Review collected by and hosted on G2.com.

Everthings seems ok for me, I still need to investigate automations though Review collected by and hosted on G2.com.

I love that Pipedrive allows for customizing their product to suit my team and our needs. This platform is versatile and synchs with so many commonly used programs, this program is just beyond easy to use. The implementation was super easy. I don't need to access customer support at this time, but the help guides are awesome. Integration of this software into our process was super easy and the mobile App actually works! As a sales manager with outside sales people, frequency of use and normalizing a process is hard without a working mobile app. Review collected by and hosted on G2.com.

The only thing I dislike about Pipedrive is my dislike for many other similar applications. Pipedrive, like everyone else, has no unique ability to help the prospecting efforts of B2B relationship building. Our sales people get paid on profit dollars. Which Pipedrive tracks, easily and effortlessly, but what tracks visits or customer that aren't generating quotes? Of course there are workarounds that clutter they system with "Deals" and "Pipedrives" but that's the problem... its just more clutter that salespeople don't manage... ugh... this is an everybody problem... not just Pipedirve. Review collected by and hosted on G2.com.

WHAT I LIKE MOST ABOUT PIPEDRIVE IS THAT I HAVE THE ABILITY TO KEEP TRACK OF ALL MY SALES AND COWORKERS SALES. IT HELPS ALOT WITH KEEPING TRACK OF CALLS COMING IN AND OUT BY ALLOWING US TO BE ABLE TOLEAVE DETAILED NOTES ABOUT WHAT WE SPOKE ABOUT. I LOVE THE ABILITY TO BE ABLE TO ADD DEALS SO EASILY, AND HOW IF I HAVE ANY ISSUES CUSTOMER SERVICE IS VERY QUICK TO RESPOND TO MY QUESTIONS. I USE IT EVERYDAY VERY EASILY BECAUSE OF THE NOTIFICATIONS IT SEND ME WHEN I NEED TO FOLLOW UP. THIS SOFTWARE DOESNT REQUIRE YOU TO USE VERY MUCH EFFORT EVERYTHING YOU NEED IS THERE AND READY AT YOUR USE. Review collected by and hosted on G2.com.

I DONT REALLY DISLIKE ANYTHING, MAYBE THE OPTIONS FOR WHY DEAL WAS LOST. Review collected by and hosted on G2.com.

I like the interface and ease of use. It is very easy to customise pipelines to suit your flow and add tags to contacts to segment your data. I LOVE LOVE LOVE the Campaigns tool - this add-on realises soooo much potential in your data and goves you powerful tools to run email marketing campaigns as often as you want. Pipedrive has been my go-to CRM tool and this is the second business I've run on the system. Review collected by and hosted on G2.com.

The base level Essentials subscription doesn't have email sync - that is a real shame as right now, with my new business - I don't have need for the next level up (Advanced) as I am a one-man-band. If the Essentials level did have email sync - it would be ideal for micro-business operators! Also, the LeadBooster is an incredible add-on BUT it is very expensive for micro-businesses like mine. I think having the individual products in this bundle available as separate add-ons would be a massive improvement for small operators like myself. For example - the WebForms is a HUGELY powerful tool that would allow me to onboard prospects straight into Pipedrive but that is the only one of the five I could see me using. Review collected by and hosted on G2.com.

Ease of Use

Impressive out-of-the-box functionality

Competitive Pricing - albeit relative to what Pricing Tier is needed to provide capabilities needed for any specific company

Good ecosystem of Experts, Community, Developers Corner

Import of existing data into Pipedrive wotked well - across most key objects Lead ; Deal ; Company ; Contact etc

Support teams are responsivie, knowledgeable, and whenever I have engaged with the, they are highly proactice and knowledge able

Ease of Implementation Review collected by and hosted on G2.com.

After having it implemented less than 2 weeks ago. we are still very much in the early stages of understanding what we can / cannot do

The only notable "challenge" thus far, was the ability to set up

"SaaS"-like Products, that uses the billing frequence to allocate TCV (Amount field on Deal object)_equally over the billing frequency p/m (MRR), with the 'sum of the monthy values (MRR) for all deals being the key critical data used for the Revenue Forecast in PD.

The developer community, support teams, and other Pipedrive Customers were able to provide guidance that remediated the issue, Extreme which now balance our revenue forecasts. in PD Review collected by and hosted on G2.com.