Pipedrive

What differentiates Pipedrive from other similar products?

It aided us in gathering leads, moving them through a pipeline, and determining next actions for the leads we had. It allows us to handle all of our clients in one location, and the greatest part is that it has an automated reminder tool that allows us to keep track of all of our pending leads. Everything from adding custom fields to altering our sales funnel stages based on our company needs to turning entire modules on and off with a single click is customizable.

What is your favorite aspect of this product?

The Kanban view is one of the clearest deal management tools for both sales and management usage. What I loved best about it was the user interface, which has really aided us in tracking the customer journey and keeping records of all our leads, sales, and money. Pipedrive gives a comprehensive, efficient, and user-friendly overview of our sales pipeline, and we can monitor the particular development of all of our sales team members in the organization, as well as the proposals made to potential clients.

What do you dislike most about this product?

It takes a lot of tweaking to get the most out of it; if you don't make these changes, you'll have a pretty untidy looking CRM in a few years, and the reports aren't the most appealing area either. It took some time to combine it with other applications, but it was eventually addressed owing to our patience and the technical experts at the company. Otherwise, I believe it is a well-rounded tool that is simple to use and, most importantly, beneficial to our sales staff.

What recommendations would you give to someone considering this product?

Pipedrive is ideal for small teams that need to manage leads and leads across several channels, from lead creation to completing the sale. If you're a small business searching for a CRM to help you manage and move leads without spending a fortune on Salesforce, Pipedrive is the finest option - it's even better than Excel.

What differentiates Pipedrive from other similar products?

Pipedrive is an intuitive platform with an easy to understand UI that is good for a small company initiating is sales and support activities. Through its marketplace, there are many apps that can be integrated to provide broader functionality. The vendor ecosystem is very robust, which means there are a wide range of options available to enable the functionality your org may need/require.

What is your favorite aspect of this product?

Simple UI that's easy to navigate.

What do you dislike most about this product?

A number of the integrations do not work seamlessly, making for a less than preferred experience. Specifically, the phone integration with OpenPhone did not work at all with a very clunky mechanism to try to set it up. Support documentation is limited and not very helpful.

What recommendations would you give to someone considering this product?

Pipedrive is a good starter platform, however, if you want more robust capabilities, theoretically you can get them from a more robust plan and the marketplace, however, it still has some room to improve to provide a more savvy UX. As you scale, and look for a more integrated platform, it may make sense to consider other alternatives that provide better UX and integration capabilities.