Recensioni su Pipedrive

Vantaggi

Apprezzo la facilità d’ uso, l’ interfaccia semplice e intuitiva. I lead sono visibili in maniera intuitiva, si ha una bella panoramica del processo di vendite

Inconvenienti

Si può sincronizzare un solo calendar, un po’ limitante pee chi ha necessità di avere i task sotto controllo

Vantaggi

Pipedrive has everything you need to track your sales pipeline and customers in a CRM! It also has very powerful exporting capabilities to get deals that don't close into re-marketing systems

Inconvenienti

I can't really think of any major complaints. We tried their live chat software and couldn't get the notifications to work, and it was actually a huge hassle to cancel the free trial, but that was a minor annoyance and only happened once, everything else has been fatastic.

Vantaggi

Great tool to track and manage end-to-end sales activities.
I like the illustrations when a deal is closed :)
Possibility to integrate with many tools.
Simple UI.
Good reporting section with customizable dashboards.
Forecasting and revenue tracking options - good for SaaS companies.

Inconvenienti

When we had a smaller team, we just wanted to have a tool that we could use to track leads and deals. As we wanted to have more teams like marketing, client success and HR to use CRM, Pipedrive is not that capable. Another issue is that you need to pay extra to use some custom fields in the reporting.

Vantaggi

It's a pretty low barrier to entry. I think we're paying ~$30 for license right now and that's one of the cheaper options I found when looking for different CRMs.

Inconvenienti

The contact organization and workflow automation. Both are just confusingly designed. There's no real list functionality that works in any meaningful way, so you'll be left with just a big block of contacts. As far as workflows, there are only 10-15 steps that you're able to create, all in relation to only 1 trigger. It's fairly feature-poor and I've basically just given up on it. What's more, an admin can't create workflows for users, and getting a staff of people who aren't familiar with workflows to create them is a near impossibility.

Vantaggi

I think (because i tried others), this is a software with a great ease of use and configurability, and especially it is a software that becomes addictive to use, which returns in profits for your business. Lately, a lot of updates were being made focused on controlling the communication with the client itself. Good Tech Asist too!

Inconvenienti

If I have to point a "Con" is about these updates I said before... Every new feature has a limited range of use if you don't want to pay more.

Alternative considerate

Zoho CRM

Perché scegliere Pipedrive

Access makes many things pretty good, but it's not the ideal solution as a CRM software, I think.

Software precedente

Microsoft Access

Perché passare a Pipedrive

Ease of use and configurability, and its interface

Vantaggi

Ease of use, good service. I also appreciate how fast they ship updates.

Inconvenienti

It is a little bit too much focused on sales for me, as I am mainly using the CRM features but I understand that that is its main use for most people.

Alternative considerate

Salesforce Sales Cloud

Perché scegliere Pipedrive

It was recommended to me.

Software precedente

Highrise

Perché passare a Pipedrive

Cheaper and more lightweight and web based. Also I saw how fast people were adopting it.

Vantaggi

The pipeline module is the best in Pipedrive

Inconvenienti

Slightly pricey when compared to other options available in the market.

Alternative considerate

Zoho CRM e Bigin by Zoho CRM

Perché scegliere Pipedrive

Pipedrive has a very simple UI and it is an easy to use platform.

Perché passare a Pipedrive

Deal pipeline module is very clean. Pipedrive has a very simple UI and it is an easy to use platform.

Vantaggi

Pipedrive is a very easy to use software and it makes it easy for me to manage my business activities.

Inconvenienti

What I don't like about pipedrive is that it lacks the functionality to manage quotes and invoices.

Vantaggi

It is very easy to use and intuitive CRM. The activities scheduling is one of best parts and tool give reminders for the same. Multiple stages can be created with exhaustive reports.

Inconvenienti

When I was using at that point of time APIs were not available.

Vantaggi

What I like the most in Pipedrive is that they are all the time improving the platform. The software has all the must-to-have functionalities on the Pro plan what makes it accessible for new entrepreneurs.

Inconvenienti

The automation process. Sometimes I feel limited about it.

Vantaggi

It is an intuitive tool, with plenty of integration options. A great advantage are custom graphs one can make and save. They saved me a lot of time.

Inconvenienti

Not so good if you are thinking about marketing automation

Vantaggi

Most CRMs force you to use it the way they think is best. But not all sales teams are alike. Pipedrive works well for us because we can customize it to work exactly how we need it. Customizing is easy and does not require coding.

Pipedrive integrates nicely with services like Zapier and various forms of plugins. This allows us to connect our CRM with all of our software applications.

Inconvenienti

Pipedrive has great email functionality, but it lacks a shared inbox (similar to Help Scout). We have a general sales email that our team manages as a sales team. If you want to use Pipedrive, you are forced to require all salespeople to communicate with their email instead of company-wide accounts.

This creates separation within our organization as we can't rely on Pipedrive for email communication.

Vantaggi

Pipedrive is very intuitive to use. Easy to parameter, no headhache. It features an automated import process to switch from one CRM to the other without losing any data. On top of it, it is really cheap compared to Hubspot and tailor-made for entrepreneurs ! Support is available and very friendly. Go for it.

Inconvenienti

I do not really like the mobile version because I do not see the point of using it

Alternative considerate

Dynamics 365

Perché scegliere Pipedrive

I tested the Enterprise version of Hubspot with a discount for start-up, with 90% discount. Once I was hit by the full price version, I quitted within days. Too expensive for a small business like me.

Software precedente

HubSpot CRM

Perché passare a Pipedrive

Pipedrive is much cheaper with comparable features and works perfectly for me

Vantaggi

Pipedrive was soooo easy to implement for our company. It is very user friendly and tech support is a email away. The most important aspect of Pipedrive is having all our customer files in a central location, easily accessible to keep notes and to set tasks for ourselves allowing us to provide excellent customer service that was not always perfect just using an Excel spreadsheet. Sorting all of our customers into different pipelines and stages is awesome too! Easily see where everyone is.

Inconvenienti

The email feature has not been working. We use Yahoo Small Business for our emails and for some reason our emails unlink from Pipedrive and now we are unable to relink them but that's not a huge issue as each customer file in Pipedrive has it's own link you can paste in the BCC of your customer email and it copies it to that customer's Pipedrive.

Vantaggi

I like how simple and intuitive Pipedrive is to use without the bloat of a huge CRM and complex features a small business or sales department may not need. It has good integrations, notifications for customer actions, and easy sorting for customer profiles.

Inconvenienti

Nothing I dislike about this software, all is good. I am trying to think if there is anything I dislike and there is nothing on my mind.

Alternative considerate

ActiveCampaign, Ontraport e HubSpot CRM

Perché scegliere Pipedrive

ActiveCampaign was too bloated for our sales organization and we did not need all the complex marketing automation, and Pipedrive in comparison is very lean and easy to use.

Software precedente

ActiveCampaign

Perché passare a Pipedrive

Easy integrations, lack of marketing bloat, ease of use in UI, customer alerts

Vantaggi

Pipedrive really is built for salespeople. The reporting functions for management are there, and getting better every quarter, but is the ease-of-use for a salesperson that distinguishes Pipedrive.

Inconvenienti

Automations are generally a very strong feature of Pipedrive, but one type of automation is missing (unless you use an external service). That missing capability is date-based triggering of workflows. Pipedrive cannot yet send a birthday greeting or followup message based on a date (past or present). This is an inconvenience for us, and we have to use external tools to solve that problem.

Alternative considerate

Zoho CRM, Freshsales, Pipeline, Salesforce Sales Cloud e HubSpot CRM

Perché passare a Pipedrive

Pipedrive strikes the right balance between features, ease-of-use and cost. I am happy to say that their technical support is (by far!) the best I have seen from any CRM. I recommend Pipedrive to many types of businesses.

Vantaggi

1) You can send emails directly from the platform! This gives you an edge on your communication efforts and helps you trigger alerts, get notifications and manage a large volume of clients - often simultaneously.

2) The interface is very easy to use and there is no steep learning curve necessary for one to get accustomed to the platform. This also encompasses of how easy it is to navigate through the platform.

3) PipeDrive can seamlessly integrate with many third party service providers. We have had no problems integrating PipeDrive with MailChimp, Slack, Gmail, LinkedIn, etc

4) PipeDrive will never let your leads go stale. Leads that need following up with will be highlighted based on the criteria designed by the user. Intuitive icons beside each lead can give you a detailed picture as to what stage of your business process the lead is on and what required action needs to be taken.

5) PipeDrive makes it super easy to enter leads and move them through various stages of your business process.

6) Inter-departmental communication is a breeze. I've noticed a strong synergy between our sales and marketing department after implementing PipeDrive in our organization. It's very convenient to identify high potential leads and PipeDrive eliminates the need of trying to give the next department a detailed back-story about leads during a hand-off. This saves a LOT of time.

7) Dashboards can help you evaluate and track project progress at a glance.

Inconvenienti

1) We are unable to send one email to multiple contacts. Right now, we have to send them out one after the other. Sincerely wish they look into this.

2) Usually hands when processing large volumes of data.

3) Not suitable for large firms and organizations. I deem this to be an entry/Beginner CRM platform.

4) There aren't any built-in marketing and contract management tools.

Vantaggi

I like the simplistic UI, the customizability, and the fact that Pipedrive has the widest range of integrations in it's class. I would go as far as to call it MODULAR, meaning you can add pretty much any feature you'd like via 3rd party integrations. With this is mind, you'll never be limited to some of the things Pipedrive doesn't do as well. Alternatively, if you're looking for everything under one roof, Pipedrive does this better as a whole than any of the competition.

Inconvenienti

I'm not a huge fan of how some of the very simple features are blocked off from the lowest price plan. Since I prefer the 'modular' setup, this is the only plan that makes sense to me, but I do miss some of the features like important fields that display certain fields first based on where the deal or person / organization is in the pipeline.

I used to run the top tier package from Pipedrive, and I wasn't really impressed with the automation features. They're a bit limited and the triggers don't always work.

Alternative considerate

Zoho CRM, Agile CRM, monday.com, Copper e HubSpot CRM

Perché scegliere Pipedrive

Trello does not scale well and was not comprehensive enough for my needs

Software precedente

Trello

Perché passare a Pipedrive

Pricing, features and most of all a great and flexible UI/UX

Vantaggi

I recently switched to Pipedrive from one of their competitors for two main reasons - their Contact Timeline feature and the wide arrange of integrations made available on all of their plans, even the lowest tiers.

With the Contact Timeline feature I can quickly see all the touchpoints (both when and how) I have had with an existing contact. This is super helpful when looking for clients to follow up with in a single glance. I have seen similar offerings in personal contact organizers but nothing fleshed out to this degree and integrated with a more capable CRM.

Hands down Pipedrive has the most comprehensive integration marketplace for the best price period. Other CRMs charge a hefty price to access webhooks or Zapier and usually allow access only on their higher level tiers. I love that Pipedrive has chosen to open up these integrations to all users on their platform. This is huge win for small business owners looking to grow with them. I am amazed at how many native and 3rd party integrations they have. If the tool exists, there’s a good chance you can connect to it with Pipedrive. It’s obvious that they have made integrations a priority and this adds a lot of value to the platform.

Inconvenienti

Overall I’m very impressed with Pipedrive. I do wish they would focus more of their efforts on the GSuite or Gmail Chrome Plugin. This is a real missed opportunity. In my previous CRM I could access all of my deals, contacts and notes right within Gmail. This was a real time saver, since I never had to leave Gmail to view my CRM data. Pipedrive’s Gsuite plugin is more context related. You can only see the contact/deal related information for the email you are currently viewing. I hope the plugin gets more attention in the future.

Another modification I would like to see is image previews of contacts on the main contact page. They do offer this in the contact timeline view, but I would love to see it in the main contacts page as well.

Finally, the Smart Contact Data tool needs some work. I have had issues with it finding enriched data on a lead. The previous CRM I worked with did a much better job. Hopefully this gets hammered out.

Alternative considerate

Copper

Perché scegliere Pipedrive

- Access to integrations at lower price. - Contact Timeline View

Software precedente

Copper

Perché passare a Pipedrive

- Integration availability - Contacts Timeline view - Price - Customer Service

Vantaggi

Pipedrive is easy to use and usually doesn't require tons of reading to understand how it works. They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest. It's a great tool for someone who wants something that is simple to use and doesn't cost an arm and a leg. The features are great for our small team to keep track of emails, leads and lead stages all from within one dashboard.

Inconvenienti

There are a few things that would have made it way more useful for our use case.
One of these is the inability for one team member to view the mail tracking features on emails sent my other members. I person A sends an email to client 1, I cannot see the mail tracking feature to see if the client read the email or not. I have to ask each team member individually if their client "saw" their email.
Another common issue is syncing. Sometimes, the platform is unable to sync emails from other accounts like Hey and it takes us a lot of time getting them to show up within the system.

Alternative considerate

Insightly, Streak e Zendesk

Perché scegliere Pipedrive

Streak didn't have many features that we needed to manage our leads and contacts.

Software precedente

Streak

Vantaggi

Pipedrive has some of the best integrations have seen at that price point in any industry -- the customer lookup in Trello being a prime example.

The overall product quality is also incredibly high -- e.g., we can see all export reports ever pulled in the system for audit purposes.

Inconvenienti

The biggest gap is consistent with almost any CRM on the market -- while we can drag & drop or bulk change statuses of tasks in spreadsheet mode, we can't change the task order within stage.

Pipedrive *does* have some capability to hack this which we did on occasion -- specifically, just change up the event dates in the tasks and assign a custom field to be your actual due date -- it was clunky but it worked, and ultimately just use Trello for deal management.

Alternative considerate

Salesforce Sales Cloud, SugarCRM, HubSpot CRM e Microsoft Excel

Perché scegliere Pipedrive

needed more CRM capabilities

Software precedente

Microsoft Excel

Perché passare a Pipedrive

general BCC of email, ability to do bulk edits, and drag and drop between stages

Vantaggi

So easy to setup and get started, syncs the email accounts beautifully.
I setup forms through our Wordpress site using Elementor, and used a plugin called *Elementor Pro Form Widget - Pipedrive CRM - Integration* to send all submissions directly into Pipedrive. Every form submission shows up in Pipedrive "New Leads" automatically creates a new contact, lead and note using information from the contact form.
Very good price for this application! Sales team is very organized now, and accountant was happy we didn't break the bank!
The sales team is very experienced in sales, but they definitely learned something new with the activity-based selling process :)

Inconvenienti

Pipedrive embed form is a bit slow to load in the page, I had trouble putting multiple forms on one page (as popups, didn't load), and limits styling etc but nice to have as a quick simple option to get started. In the end didn't use it.

Don't use zapier / zaps to send from web forms, not worth the extra $$ per month - if you use Wordpress and Elementor - get Elementor Pro Form Widget Pipedrive CRM Integration from Code Canyon, makes the connection an absolute breeze with more customization options.

There is an issue with using an email alias from our Gsuite account: it keeps defaulting to using the original email address (with old domain) which team doesn't want. We're going to have to remove the alias and make it its own email account for it to show up correctly. We've asked for support from both Pipedrive and Google, and no one understands why our alias doesn't work.

Alternative considerate

Zoho CRM, Streak, Salesforce Sales Cloud e monday.com

Perché passare a Pipedrive

Best features and best value. Pipedrive understands sales, and the sales team barely needed training with Pipedrive, they opened it up and just "got it." Wasn't expensive at all, very reasonably priced.

Vantaggi

We have tried and bought countless CRM's for our small Commercial Real Estate firm. We've spent over $100,000 reviewing, consultants, setting-up time (dedicated payroll) and purchasing the CRM software. No matter how many times we try to move-on to the latest and greatest CRM software with all the newest features, we keep going back to Pipedrive. The simplicity, clean layout, customization (without a consultant) and price just keeps us coming back to Pipedrive.

We can make countless custom form fields, add phone, text, chat, IVR, email. They have a generic version of AI which looks up a contacts Social Media info and business data. There are management controls and reporting.

The software could be more robust and add more Multi-Channel marketing features, but we haven't found a better system for the price or one that didn't require another 6-month long "consultant" to customize it, only to learn that what we really wanted was not doable. I'm finished searching for and customizing CRM's because Pipedrive has done the job well-enough for us.

Inconvenienti

The software could be more robust and add more Multi-Channel marketing features. We prefer CRM's that have all of the communication features included, such as email, chat, text, call, etc. Recently, Pipedrive added a phone system, but you are required to upgrade to a "Pro" account. We would prefer to just pay for the feature per agent, vs increasing the price for all of our agents for a simple feature like adding a phone, etc.

Vantaggi

Well integrated CRM that works. Clear, easy-to-navigate from company to lead to deal.

Does not try to pretend to be a jack-of-all-trades. An excellent integrations universe provides options for superior specialist apps to provide improved functionality in that area of speciality. Looking at you Ontraport.

Pricing is reasonable:- we are paying £150 for three users. Not cheap - its on the edge of our own affordability, but not as expensive as the frankly ridiculous HubSpot pricing.

Nice free trial process and easy to start without nonsense of having to be sold to be some US-based rep for which I just do not have the time. Keap lost out to us here...

Inconvenienti

Maximum of 1 000 names on an email. Even as a small SaaS business we will be hitting this limit with six months. The work around is relatively simple: we have used MailChimp, for which there is a great integration in PipeDrive.

Using MailChimp means we do not need PipeDrive Professional (and MailChimp is cheaper than the extra cost of Professional over Advanced) but I would rather pay a bit more for an integrated solution.

Design is perhaps not as slick as HubSpot, but the ease of adding additional fields to contacts, jumping between companies and contacts is better.

Weak/no LinkedIn integration. Surely this must be the most important tool for B2B lead gen? Really should be more tightly integrated (e.g. add a lead directly from LinkedIn)

Alternative considerate

Zoho CRM, Freshsales, Ontraport, Salesforce Sales Cloud, Keap e HubSpot Sales Hub

Perché scegliere Pipedrive

HubSpot is just too expensive. As a startup with just three sales people we just cannot justify close on £1000 a month for CRM and email functionality. I think HubSpot have drank the 'charge more' KoolAid and believe once you are trapped you will not escape. Pipedrive with suitable companion apps provide equivalent (or even superior) functionality to HubSpot at 20% of the price.

Software precedente

HubSpot Sales Hub

Perché passare a Pipedrive

Hubspot - price.. oooh that price. Ontraport - too much other stuff we will not use (what has a second rate ecommerce to do with a CRM...) SalesForce - old Keap - purchase process too complex Zoho - Jack of all trades master of none Freshsales - Jack of all trades master of none

Vantaggi

We love everything about Pipedrive. It has so many desirable features for keeping your customer database as well as your sales 'deals' organized. It is a one stop shop, truly. We would love more than anything if every single department had something as easy as Pipedrive. It has never taken us more than one day to get someone trained on using Pipedrive, it's that easy!!! It keeps all dollar amounts, products, customer information, emails, reminders, notes, attachments, reporting, analytics, social profiles from your customers information, and more!! I highly recommend Pipedrive.

Inconvenienti

We truly have no cons about this application..

Alternative considerate

Salesforce Sales Cloud

Perché scegliere Pipedrive

Infusionsoft was very difficult to use and to get everyone on boarded. We didn't like the face of it or the dashboard and it took way to many steps to get to a 'profile' of a customer.

Software precedente

Keap

Perché passare a Pipedrive

Customer Support at Pipedrive was helpful!!!