Pipedrive Reviews & Product Details

The clarity, free configuration, and accompanying functionalities are particularly noteworthy. No matter which direction you want to create data records from, all previously defined data fields can be created, and you will be notified of any important missing information. Despite the complexity of options lurking in the details, such as embedding automations or sequences, you are guided step by step and, even as a layman, you don't lose track of the big picture. Review collected by and hosted on G2.com.

It depends—if you want to get started quickly and try out lots of features later on, then I can definitely recommend Pipedrive. So far, I haven't really found anything that I miss or that isn't well designed. Review collected by and hosted on G2.com.

I like how easy it is to sort clients in Pipedrive. The good search feature makes it simple to find clients by last name, amount spent, and product choices. The email integration is quite helpful, especially for sending automations, and I appreciate the ability to create custom fields for our different products. Review collected by and hosted on G2.com.

I don't have administrative access but I would change exactly which products would be most popular, custom field editing, etc. Review collected by and hosted on G2.com.

We love how simple and clean the layout is. It is easy and intuitive to know exactly where we are at with each and every deal. It keeps them top of mind and trying to avance each deal through the pipeline. What can be easier than trying to advance each "chess piece" from one side of the table to the other.

We have tried many other CRM tools, but they were just databases that hold information. We were looking for something that specifically helps us track deals as they move through the sales pipeline.

In other CRM's the information gets burried and forgotten about. We were using an app called trello for just this function because it was extremely visual and easy to track. The problem was it did not have the CRM function so we were having to bounce between two difference applications.

Pipedrive has the same visuals, and drag and drop functionality as trello, but is has everything we need in one spot with the CRM. It is working perfectly for me.

It was super easy to get everything set up and dialed in and it was extremely user friendly with almost no learning curve.

The deal pipelines stay open all day long so that advancing deals through the pipeline stays top of mind. This has become our go to program to track sales and we love how simple it is.

I am very pleased that I discovered Pipedrive. It is exactly what I was looking for. Review collected by and hosted on G2.com.

Right now there is nothing that we do not like about the program. We have gone through 3 different CRM programs and this one is perfect for me. Review collected by and hosted on G2.com.

I like using Pipedrive to organize upcoming events with clients. My favorite part is the to-do list feature, which lets me create tasks with my descriptions and set due dates. It helps me stay on task and organized, preventing forgetfulness. I also appreciate that Pipedrive is easy to work through and not difficult to understand. The guidance of the sales process is another aspect I like. Review collected by and hosted on G2.com.

Right now I am linked to all of my coworkers and get notifications for each of their emails. This is something I likely can fix but I do not need everything they are getting/doing. I think it would be great if our company could use it with Cater Ease, a platform we create proposals/contracts on. Review collected by and hosted on G2.com.

I like that Pipedrive is self-intuitive, making it really easy to use and set up. Having the support of an account manager is great for any additional information we need. The free webinars that are held regularly help us keep up to date with new services and features of Pipedrive that we weren't aware of. Review collected by and hosted on G2.com.

There are certain elements that don't align with how we would like to use Pipedrive. There are certain reports that can't be pulled from the data, certain deal pages can only be accessed a certain way. So there are a few gremlins but we found a workaround to all of those to ensure that it works smoothly for us. Review collected by and hosted on G2.com.

I find Pipedrive simple to use, which makes my tasks easier to manage. I love how read receipts on email threads let me know when a client reads an email or if they have received it. It gives me the chance to see if a client opens my initial emails multiple times, meaning they are still interested, so I can continue our conversations. I also like the individual profiles for accounts, as they help keep everything organized. The initial setup of Pipedrive was super easy, making the transition smooth for us. Review collected by and hosted on G2.com.

When I copy and paste fonts from Google Docs, the same texts do not transfer the same. If I have bold texts, I have to redo it once added to Pipedrive. Review collected by and hosted on G2.com.

I love the activity tracker and the automation features in Pipedrive. The activity tracker helps us keep up on deals that might go stale otherwise. The automation makes our processes more hands-off where needed. I also appreciate the custom fields because they turn the system into an all-in-one solution for us. They let us track metrics we wouldn’t be able to without them. It's nice to know that Pipedrive can really scale with us as our business grows. Review collected by and hosted on G2.com.

We use QuickBooks Online for our accounting software. QBO integrates with Pipedrive but not well. When you create an invoice in Pipedrive, it doesn't email the client. You can't link an invoice that's created in QBO to a deal, so really we had to stop using the integration because it doesn't do anything. Either allow us to attach invoices that were created in QBO to a deal, or clients need to be emailed when we create an invoice in Pipedrive. It doesn't make sense for me to have to create the invoice in Pipedrive but then to go into QBO to send an email to the client. Review collected by and hosted on G2.com.

Implementation was a breath of fresh air, quick, well-guided, and supported by a responsive team with thought provoking setup questions. Moving from one pipeline to multiple has been a major upgrade, and the clearer stage structure makes deal tracking much easier for everyone.

Pipedrive is genuinely user-friendly, even for a teammate who isn’t tech-savvy. The visual pipelines, customizable stages, and built-in reminders make it simple to see where every deal stands and stay on top of follow-ups.

Overall, a smooth implementation and a CRM that fits how we actually work. Review collected by and hosted on G2.com.

The shared team inbox is a great addition, but adding automation to alert the assigned user (task or email) would help ensure nothing gets missed.

A bit more flexibility to manage or keep lead and deal fields separate for cleaner organization. Review collected by and hosted on G2.com.

I like how intuitive and visual Pipedrive is. The drag and drop pipeline makes it easy to see where every deal stands at a glance, and quickly move opportunities through each stage without added complexity. I really appreciate the activity reminder and automation features, which help ensure follow-ups don't get missed and maintain consistency with outreach. Additionally, the onboarding process is intuitive, and the platform does a good job of guiding you through the necessary steps like setting up pipelines and stages. Review collected by and hosted on G2.com.

The reporting and analytics, while useful for basic insights, can feel somewhat limited when trying to build more advanced or highly customized reports. For deeper analysis, it sometimes requires exporting data or relying on integrators. Continuing to improve upon data and analysis in the platform would be helpful to have to speed up the process. Review collected by and hosted on G2.com.

I use Pipedrive as our CRM mainly for tracking engagement with prospects and through the deal phase. I really appreciate how it keeps everyone on the same page and works very well for new business efforts. I especially like the integrations with LinkedIn and partners like Surfe, which make it easy to collect contact information directly into Pipedrive. The integration with Mailchimp also works very well and simplifies the process for us. I find the reminders particularly helpful in managing new business tasks and commitments, ensuring I stay on top of what needs attention. Additionally, the insights Pipedrive offers for tracking how we're doing against sales goals have been great, allowing us to improve by tracking our progress in adding contacts and leads. Review collected by and hosted on G2.com.

It can be complicated. It's got a lot of functionality. I think there's just so much. There's a lot to it. It's complex. Review collected by and hosted on G2.com.