Pipedrive Erfahrungen

Super netter und schneller Support wenn man mal Fragen hat. Das Pipedrive Interface ist auch sehr einfach und übersichtlich.

Am wenigsten hat uns gefallen, dass manche Funktionen nicht ganz zu Ende überdacht wurden, zum einen der das optional mehr kostende "Lead", dort kann man z.B. einen Chatbot, Livechat und Formulare nutzen, leider kann man diese nicht direkt mit einem Event trackend bzw. Conversiones messen bei z.B. Google Analytics oder Google Ads, dass gibt es bei fast allen anderen Anbietern, die einen Chatbot anbieten, dass dort eine Messung erfolgen kann. Daher finden wir es eine frechheit für ein zusätzliches Paket namens "Leads" mehr Geld zu zahlen, wobei man da nicht mal Messungen vornehmen kann.
Ansonsten ist der Chatbot leider recht minimal gehalten, keine Möglichkeit stränge im Chatbot zu kopieren, oder vorgefertigte Texte zu nutzen als Supporter im Chat. Alles Sachen die schon in jedem Chattool vorhanden sind.

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.

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.

It's super easy to setup and keep running. The support team -- the best ever in my 20+ IT sales experience.
For sure would be my choice if changing job or building a company. No doubt.

Price, it's a little expensive.
The pre-sales (SDR part) could be a little stronger and cheaper. If you have a heavy/complex process here, maybe you will need another software to handle your leads before send to the sales team.
The analytics was very good for us till a moment. We move on to a BI (Google Stack) to handle all information needed.

Easy to manage different pipelines for different sales projects. The email template is one of the key features we like as it allows us to format our emails and the fields are filled in automatically, so every client receives a quality email without spending time typing out individual emails. Like the filter system that allows you to select just the clients, you wish to target and even the group email shot is an excellent tool we use often. We have added out funnels and Xero to the platform and both work perfectly with Pipedrive. Our market profile is primarily created on google documents and we have ease of importing the information onto the Pipedrive pipeline. We use the activities to set reminders which allows us to keep track of our work tasks on a given day. For sales, you can modify the platform to include the key features that you would like for your company and client information to be saved. Allows you to make group amendments in list form for a high volume of clients so if you need to split the work between the team this is an excellent tool.

The emails received are not automatically assigned to a client and sometimes land on other client's deals in Pipedrive. There seems to be a lot of downtime of late and we have had several clients confirm that they have not received the email off Pipedrive. There is a lot of new additions to Pipedrive but not enough time to learn them this can be a pro and a con. The support is not always available for immediate help. There is no key information once Pipedrive is down of who you can contact for support. I don't like the Lead section it really just sits there quite useless to us.

Sales software tend to be complicated, there are always many features and workflows, but, Pipedrive turns to be way more "logical" and easy to use from day zero. Features and options are well crafted, we can see that there is a pattern os use around the product.

Pricing is a bit high here in Brazil, because of exchange rates. Apart of that, Every big sales software always have something to work on. We miss some features on the Workflow Automation, like setting up an action to happen a certain time before an activity due date.

Pipedrive is great since it does exactly what it's designed to do while also providing so much more value than simply a CRM. Makes keeping track of agreements and maintaining a clean pipeline a breeze. Notes and phone conversations may be easily recorded. You may sort and filter anything you want in the pipeline view.

To do "granular" searches, it might be challenging. I've found it difficult to sort by really narrow criteria. My recollection is that it was difficult to sort deals by area, deal size, and other parameters.

Pipedrive is super sales-oriented. It is analytical, clear, and easy to use. It has amazing automatization features for outbound sales.

The deploy was a lot harder than expected. The pricing is a bit salty as well.

I really like how easy it is to use. It has improved since starting to use. There's not a lot of extra crap that's not needed. Easily customizable.

Rare times it has been down or loaded extremely slowly. Problems like that get resolved quickly.

Pipedrive provides the ability to make calls right from the CRM, so all sales activity in one place.

I felt the email marketing and cadence tools are a bit too basic for what I need now.

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

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

Pipedrive es el CRM en nuestra empresa, el equipo comercial usamos la herramiento de forma diaria para el aumento de la base de datos de clientes, leads, convertir los clientes, campañas de Marketing entre otros.

Facilitar el proceso de integración y onboarding.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 :)

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.

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.

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.

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...

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)

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.

We truly have no cons about this application..

Work process robotization (Move an arrangement and an action is included, at whatever point we reach another arrangement can be included, and so forth.) - Super Useful! Can send messages straightforwardly through stage and they appear in Gmail Does not intergrade legitimately with Intercom just through Zappier. Can interface with Gmail schedule Analytics - With arrangements won (by month, day, year and so forth), estimation of arrangements won, normal per bargain, normal time until an arrangement is won, look further and you can perceive what items make up those arrangements won (term, perm, CI and so on), Deals lost - by stages, by stages after some time, by reasons, by reasons over the long run (you can limit what stage you are battling in). Won versus lost - pace of % on change to the following stage, transformation for the main stage, lost from this stage, change to won (win/misfortune proportion). Track the % shot of moving the arrangement to one phase to the following. Estimating income - Current income, future arrangements to be won, can refresh the nearby dates from month to month, see what has been won, see the phases on the open arrangements and alter the end month (status bar demonstrating its stage), set conveyance date choice (ie you put the arrangement in won when it goes to guaranteeing and the stays there for a while (3 weeks) to get an exact date when the income is gotten). Arrangement change yet nothing else, Deals won, Deals lost, income Forecast (platinum

In spite of the fact that the Silver arrangement doesn't give all the enhanced highlights as the Gold, (for example 2-way email adjusting, call scheduler, email following, and so on.) we would prefer not to switch the majority of our clients over to the Gold arrangement in light of the fact that lone a couple of them would profit by/would require the additional highlights. I wish there was an approach to redesign a portion of our clients to the Gold arrangement and keep the others at Silver. We utilize Pipedrive's reconciliation with Slack to tell our group when an arrangement has been recognized, won and additionally lost. Right now, you host to utilize a third-gathering (Zapier) in the event that you might want your notices to be increasingly explicit and I have been not able get Zapier to work effectively for us. I have just contacted the two sides for assistance however have not gone to an answer ( so be careful you may keep running into issues with incorporations - without a ton of helping support from either side).