Pipedrive

Pipedrive Drives Positive CRM Experience

Komentarze: The support team via the chat service has been of great assistance. The thoroughness of the data one can compile for a sales prospect is very good.

Zalety:

The calendar integrations with Google and Microsoft365. Ability to create templates for emailing.

Wady:

There is a reasonably steep learning curve, although the support website and the chat services are beneficial.

Rozważane rozwiązania alternatywne: Zoho CRM

Powody przejścia na produkt: Pipedrive: Pricing and some familiarity with the product from a prior experience.

CRM Built for Long Term Use

Komentarze: A definitely leap in use cases from the previous CRM I was using. Being able to integrate with my Google Calendar for tasks/events, and entering in a number of custom fields that I can filter by is very useful.

Zalety:

There are many ways to customize and complete tasks that can be set for each user. I can grow with the service, upgrading to higher tiers for more tools.

Wady:

All the customization can make it difficult to decide how to best implement the services across the company. The base tier restricts the use of certain tools that would be extremely beneficial to a small start up, such as automated cadence emails.

Minimalist CRM Meets our Needs

Komentarze: Overall satisfied when considering it is a low cost product.

Zalety:

It covers the basics of what we need in a CRM.

Wady:

It has limitations when you have multiple product lines or locaitons

Pipedrive user experience

Komentarze: I use pipedrive from a client onboarding point of view. This means I need to follow up with potental leads as they progress through the sales pipeline which eventuates with them being a customer. The ultimate goal is to have them onboarded as a customer. I like the fact that every correspondence is tracked including outlook emails. This means anyone associated with the client can visit one central point in Pipedrive and get a clear visibility of the status of the project.

Zalety:

Ease of use ......... Easy to progress names from Lead to Customer

Wady:

Nothing from a sales point of view It gives clear visibility of the status of the client .

Simplicity. Implementation on your own without a need for an implementation agency.

Komentarze: I was very happy with using Pipedrive, it didn't require a 'consulting agency' to implement it, I was able to implement in a 100+ software development company.

Zalety:

The simplicity. The UX and the UI. It's super easy to set up, even for a non-technical person.

Wady:

Reporting seemed to be pretty limited in what you are able to do. Some of the metrics you can only view in "this month" mode, and not everything you can see in a timeline to track it over time.

Rozważane rozwiązania alternatywne: Zoho CRM

Powody wybrania produktu: Pipedrive: The switch was from the Free plan of HubSpot. The first paid tier had 5–10 seats included, while I only needed 3, so it didn't make sense to upgrade. So, we switched to Pipedrive.

Powody przejścia na produkt: Pipedrive: The best UI and UX. It didn't feel that overwhelmed with all the features and stuff.