Pipedrive

Great for efficiency & simplicity

Kommentarer: I’m really pleased with the improved efficiency we’ve achieved by switching to Pipedrive and I can’t see us moving away anytime soon.

Fördelar:

It’s incredibly easy to move data from your old CRM and set up your pipelines. Even easier to manage opportunities at every stage. The alerts, activities and send from Pipedrive features are great for keeping organised and the forecasting function is decent too.

Nackdelar:

It is geared around the sales process/kanban view so can be a little limiting when using it as a hybrid marketing & sales CRM. The insights dashboard building area is good but it doesn’t allow you to create bespoke charts/tables for every possible data point (fair enough for the price point).

Övervägda alternativ: monday CRM och monday.com

Anledningar att välja Pipedrive: I inherited Insightly from a previous employee and it was a bit of a mess; we needed to simplify the sales process and get a much clearer view of our pipeline and marketing/contact data. Pipedrive was the obvious choice.

Anledningar att byta till Pipedrive: Price, simplicity of setup and wide range of easy-to-implement integrations were the main standout benefits of Pipedrive.

Very Useful Sales Tracking Software

Kommentarer: In its capacity as a customer relationship management (CRM) system for our sales staff, it has proven to be rather effective. Although rather elementary, the lead assignment workflow automation is quite accessible and user-friendly.

Fördelar:

Simple to navigate and modify to fit your needs. The majority of the description of features and abilities is written in straightforward English. Resources for understanding one's talents are readily available and simple to use. A thriving ecosystem for third-party app integration, allowing us to seamlessly bridge gaps between essential business tools (email, Teams, Zoom, etc.).

Nackdelar:

In all honesty, I can't think of much that I dislike about Pipedrive. Its interface may benefit from some modernization as it now appears somewhat dull and uninspiring. There is no more information.

Solid CRM tool well-integrated with the apps ecosystem

Kommentarer: First time using Pipedrive, after years of experience using Salesforce and Hubspot, and I really enjoy the user-centered experience. The tool has allowed us to build powerful sales automation (Activecampaign, Zapier, Calendly, Clickfunnels, etc) to empower our team to focus on closing more deals.

Fördelar:

Very intuitive CRM, with solid integrations with other apps through Zapier.

Nackdelar:

The licence is not cheap and it was difficult to migrate data seamlessly from one pipedrive account to another.

Good if you get a good deal

Fördelar:

The way to see the deals in the CRM is very easy to understand, and you can be ready to work in it with 10 minutes walkthrough

Nackdelar:

It is complex to make deeper things, and requires time to get used to

Great Starter CRM for New Users

Fördelar:

Very easy to enter new contacts into the system, or to do a bulk import. Very Easy to search for contacts via the search query, including custom fields. You can select multiple contacts at the same time and edit their information in a multiselect format. Very easy to create custom columns that will enable you to organise the information that you need.

Nackdelar:

Not the best with organising tasks automatically or checking for overlapping tasks.They do not have a lead generation tool in the form of a lead capture technology or widget.Does not have an email marketing integration like more modern Real Estate CRM's