Pipedrive Reviews & Product Details

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.

Pipedrive offers an impressive range of uses. I really appreciate being able to create a deal and move it through various phases, which is a significant improvement over our previous CRM. Everything is conveniently centralized within the deal, making it easy to send emails or set reminders directly from there. This level of organization has made managing our workflow much smoother. Review collected by and hosted on G2.com.

Up to now, I haven't found much to dislike about Pipedrive. It offers significantly more functionality than our previous CRM, which was the main reason we decided to switch. If I had to mention something, I would say that the products section could benefit from clearer explanations. Review collected by and hosted on G2.com.

I like using this platform because it keeps everything organized and actionable. Keeps us accountable and on task. once we customized it to fit our organization, we can monitor every lead and action throughout the process. It is not a magic software that if you buy it you will get customers, however if you manage it and follow through with scheduling and tracking its sure to make an impact. We currently dont use all the features but will likely expand them as time goes on. Review collected by and hosted on G2.com.

There is a lot of features you have to pay extra for. Nice thing is you can Al a cart them instead of having to pay for a ton of features one may not use, but some things seem like it would be nice if they were included. Review collected by and hosted on G2.com.

user friendly and versatility of use. The tutorials are helpful and its also very customizable. I like that theres an app also so i can stay on top of my work at all times Review collected by and hosted on G2.com.

There are certain things i do wish we could already change with the free version like there are small things that i wish i could change to really make the CRM personalized as possible

offer templates and things like that Review collected by and hosted on G2.com.

I have found Pipedrive to be significantly valuable for managing our sales pipeline by improving how we handle quotations and track year-to-date sales. The software has made generating, sending, and tracking quotes remarkably simple, with everything stored efficiently to prevent loss or oversight. Pipedrive has enhanced our sales process by streamlining operations, improving team collaboration, and offering actionable insights that propel our business forward. I appreciate how easy it is to set up, with a guided onboarding process that can have you up and running in minutes. As a highly reliable and effective solution, Pipedrive is a great recommendation for any organization looking to optimize its sales management processes. Review collected by and hosted on G2.com.

While Pipedrive's automation is useful, setting up complex multi-step workflows can feel unintuitive. Users without technical experience might struggle to fully leverage its automation potential. Creating multi-step, conditional workflows can become cumbersome. For example, if you want a workflow that sends different emails depending on customer type, updates multiple custom fields, and assigns tasks, you often need to create multiple separate workflows. It would be beneficial to introduce a more visual flowchart-style workflow builder where users can easily map out multi-branch logic in one interface and allow combining multiple triggers and conditions within a single workflow instead of forcing multiple separate automations. Review collected by and hosted on G2.com.

I love that Pipedrive enhances our customer communication, offering very fast and clear channels for calling, emailing, and texting clients. This efficiency is crucial for our team to deliver information quickly and accurately, directly benefiting our interactions with customers. Additionally, I find that whenever we need assistance, the response time is impressively quick and the support is approachable, making problem resolutions straightforward and less time-consuming. The setup process is also very easy to understand, which was a significant advantage when integrating it into our workflow without hassle. Overall, the simplicity and reliability of Pipedrive contribute substantially to our operations running smoothly. Review collected by and hosted on G2.com.

Sometimes the system is down, which can be inconvenient. Additionally, when sending an email in the mornings, it is not always visible as sent, creating uncertainty in communication. Review collected by and hosted on G2.com.

I like using Pipedrive to manage my sales pipeline as an insurance broker because it helps me stay organized and achieve my goals. I love being able to save proposal files for each deal and track commercial KPIs in a playful way. I appreciate being informed and making decisions based on sales information. The customization of the funnel and other parts of the system is something I value greatly because I can tailor Pipedrive to my tastes and preferences, allowing me to make changes to my funnel, stages, types of activities, and other custom fields, creating a very user-friendly environment. I also found that the cost-benefit ratio is excellent, especially with the Lite plan, which has everything I need at a very affordable cost. Although the initial setup process was complex in the first 60 days, I found it intuitive thanks to YouTube videos that helped me learn to use it better. Additionally, the integration with tools like Google Calendar, Google email, and Chat GPT is fantastic. Review collected by and hosted on G2.com.

So far, there is nothing I don't like. Review collected by and hosted on G2.com.

I find Pipedrive to be incredibly user-friendly, making it a breeze to navigate through its features. I love that I can set task reminders for myself, which helps me stay organized and on top of my responsibilities. The variety of options available, such as phone calls and emails, greatly enhances my ability to manage different tasks efficiently. I also appreciate its capability to keep me organized by ensuring no contact is forgotten, which is crucial in my role. The affordability of Pipedrive compared to other CRM tools is another aspect I value, as it provides the majority of functionalities needed for effective lead tracking without being as expensive as alternative solutions. Review collected by and hosted on G2.com.

I find that some tasks in Pipedrive could be streamlined, particularly regarding the automation functions. Setting up automation processes could be easier. Additionally, when I was initially setting up my pipeline, there were certain tasks that Pipedrive couldn't perform, which I've seen in other CRM tools like HubSpot, indicating that there is room for growth. Also, while the initial setup was somewhat easy for me due to my familiarity with CRM tools, I believe that the onboarding support could be improved and made more thorough. Review collected by and hosted on G2.com.

I use Pipedrive for the full sales drive from lead generation to managing current and future clients. The web visitors and prospector features are perfect and integral to my workflow. I appreciate how massive the impact is on qualifying leads, as it saves me a great deal of time from having to trawl through contacts on LinkedIn and across the internet. Having direct contact with the right people is a huge advantage, especially in an industry where reception desks often serve as hurdles. Pipedrive helps us bypass these, allowing for valuable use of time. I genuinely enjoy the way Pipedrive flows, which makes it quite beneficial for learning and training purposes. The integration with Xero and Google Workspace is seamless, enhancing productivity by creating a unified ecosystem. The initial setup was very easy, thanks to the quality onboarding process that streamlined our transition to Pipedrive. Review collected by and hosted on G2.com.

Nothing as yet. If I do find something I am confident the team at Pipedrive will listen & evolve. Review collected by and hosted on G2.com.

Pipedrive is extremely easy to use and keeps my sales process organized without feeling overwhelming. I really like how clean the interface is and how quickly you can move deals through stages. The automation features save me a lot of time on follow-ups and reminders, and the visual pipeline makes it simple to understand where every opportunity stands at a glance. It’s also great that onboarding new team members is quick because the platform is so intuitive. Review collected by and hosted on G2.com.

The main downside is that some of the more advanced features, like deeper reporting, custom automations, and certain integrations are locked behind higher-tier plans. At times, it also feels like there are limitations around customization, especially for companies with more complex workflows. The email sync can occasionally lag, and while the reporting is good, it could offer more flexibility for detailed analysis. Overall, the core product is strong, but some improvements in these areas would make it even better. Review collected by and hosted on G2.com.