Pipedriveのレビュー

コスパが最も良い

製品を使ってみた感想： 組織内の情報統制やパイプライン管理を非常にスムーズにしてくれています。

良いポイント:

利用可能な機能群に対するコストが安価なのでコスパが良いと感じます。

改善してほしい点:

現状で見当たっていないのが本音ですが、しいていえば企業登録などをする際の画面デザインが気になります。モーダルで立ち上がるのですが、もっと幅があっても良いと思いました。

Pipedrive - selected ahead of HubSport

製品を使ってみた感想： Very happy so far with PipeDrive - agonised initially about using it because of weaker marketing automation features and 1000 email limit on emails, but still its quick and easy to use and less 'how do you do that' than any of the other five or so CRM's we experimented with. Strongly recommend.

良いポイント:

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...

改善してほしい点:

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)

Very Useful Sales Tracking Software

製品を使ってみた感想： 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.

良いポイント:

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.).

改善してほしい点:

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.

Not a fan

製品を使ってみた感想： stopped using it because I did NOT like it

良いポイント:

compared to other tools, pipedrive was cumbersome and did not feel like a cutting edge product

改善してほしい点:

felt like an old product that needed to me updated

The Best CRM for Newcomers is Pipedrive

製品を使ってみた感想： Pipedrive is a solid foundational platform, and if you need more advanced features, a more expensive plan or the marketplace should have what you're looking for. Nonetheless, the user experience (UX) might use some work. As your business grows, you may want to look into different options that give a more seamless user experience and additional integration features.

良いポイント:

Pipedrive is an easy-to-use platform that can help a small business kick off its sales and support operations. Many useful apps can be added to its functionality through its app store.

改善してほしい点:

There are a few compatibility issues that make using the system less than ideal. In particular, the OpenPhone phone integration was completely ineffective, and its setup process was quite cumbersome. There is a lack of comprehensive support documentation.

Optimizing sales with Pipedrive

製品を使ってみた感想： Effortless operation. Simple to initiate use of. Simple and straightforward customer relationship management service for little businesses. It's a good product overall, but it doesn't get nearly enough credit or attention.

良いポイント:

It's the greatest pipeline tool I've used, plus it integrates with a ton of other services, so you can do cool stuff like having it dial leads for you as soon as they're created.

改善してほしい点:

Pipedrive does not have any big flaws in my opinion. Pipedrive is a promising CRM platform with strong future prospects. I just feel like Hubspot, which handles a lot of marketing, is the most comparable service, and that not enough people are aware of Pipedrive.

Full Featured Sales CRM

製品を使ってみた感想： Pipedrive has been my primary lead generation and lead management tool for the past several years. It allows me to track all of my coaching clients, all the pipelines that they are in or have been, with automation to help me from doing things manually. It integrates nicely with all other apps, and the ability to sync with my email is superb because it allows me to quickly review all email correspondence for that particular client.

良いポイント:

Every feature you would want in a CRM without the complexity of Salesforce. While this may be a bad thing for those that need the complexity, Pipedrive will server most small businesses and self-employed more than well. It's other biggest asset is a feature rich automation tool.

改善してほしい点:

I do wish that there was more customizability of what is shown and not shown.

Pipedrive

製品を使ってみた感想： Overall our experience with Pipedrive is a positive one. It is user friendly and easy to learn each step of the set up.

良いポイント:

Pipedrive is a very user friendly application with a walk through for everything you can't figure out on your own. Now able to sync two email accounts

改善してほしい点:

Recently have taken away the connection with Xero. The Condition logic to create documents could be improved upon

Easy-to-configure CRM

製品を使ってみた感想： It's reasonably priced and I use it every day to manage my business.

良いポイント:

The interface is extremely simple, intuitive and easy to use, which saves a lot of time.

改善してほしい点:

I just had a little trouble saving my contacts but if everything is OK

A Simple and Powerful CRM for Sales Teams

良いポイント:

I found the reporting and analytics to be very insightful, and I was able to use them to improve my sales performance.

改善してほしい点:

I found the price to be a bit high for some businesses and mobile app to be lacking in features compared to the desktop version

An intuitive and efficient solution.

製品を使ってみた感想： His ability to visualize and be able to follow up on my sales opportunities in detail is great.

良いポイント:

I found how easy it was to navigate and use all of its features. I didn't need to spend hours learning how to use it, I could just start using it right away.

改善してほしい点:

It is very good but I would like to have more advanced options to organize and filter my data in a more efficient way.

I LOVE Mailigen

製品を使ってみた感想： I use Mailigen almost everyday to send email broadcast/campaigns and to run reports on the effectiveness of the campaigns. I love how the reporting breaks everything down for you and is very easy to read and understand.

良いポイント:

We have use Mailigen for over 7 years and I absolutely love it! You are able to set up your company profile which then autopopulates as needed. You are able to have multiple senders set up to send emails from different people in your company. The tech and customer support teams are awesome. They respond quickly and are always very helpful.

改善してほしい点:

Mailigen can be a little clunky in that when you are scrolling through the senders, it doesn't allow for alphabetical order.

Important features like the app, user creation and SSO don't work well, don't bother with Pipedrive

製品を使ってみた感想： Mixed. The product has been designed well with a lot of attention to detail but massive bugs that are getting in the way of work are not getting the required attention. As a product that is tied to my sales performance this is not an area that we can compromise.

良いポイント:

Their pipeline view is fantastic, no doubt about it and that's what attracted me to the product in the first place. Their web form and chatbot are quite helpful as well.

改善してほしい点:

Support isn't very helpful. Many times during my association with them I have felt that we are completely helpless and stuck fending for ourselves. They are polite but ineffective. We have been unable to create any new accounts on the system for over 3 weeks and ever after raising multiple tickets there is no update and no solution. Forget about using their mobile app it hasn't worked for over a year.

Pipedrive: A Comprehensive Tool for Managing Customer Relationships, Tracking Sales, and Organizing

製品を使ってみた感想： Overall, it is a great tool for businesses of any size that need to manage customer relationships, track sales, and organize marketing campaigns.

良いポイント:

It offers a lot of features that can be used to help manage customer relationships, track sales, and organize marketing campaigns. It is a great tool for managing customer relationships because it allows you to keep track of all customer information and interactions in one place. It also allows you to set up automated tasks, follow-ups and reminders, as well as track all sales activities. Additionally, it offers a variety of analytics and reporting tools to help you gain insights into your sales process.

改善してほしい点:

It is not very user-friendly, especially for those who are new to the software. Also, it is quite expensive and updates can be slow. However, if you are willing to invest in the software, it can be beneficial for managing customer relationships, tracking sales, and organizing marketing campaigns.

Good enough for your sales team

製品を使ってみた感想： Pipedrive is an excellent software for sales CRM purpose. Very easy to deploy, sales pipeline is customizable and it is actually a good match for SaaS type of companies. We can add next activity, log them and put necessary documentation in the deals. Having subscription and invoice options are really useful to track revenues. The reporting section is useful and there are plenty of metrics. It is possible to create different dashboards with certain metrics. Lead Booster add-ons cane be useful so that you can add chat bot or connect your web forms.

良いポイント:

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.

改善してほしい点:

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.

Massive Pipedrive fan

製品を使ってみた感想： Being able to manage our customer base and network in an easy and usable way. Also it has become my second brain. Best software I have found for this. Strongly recommend. I have used [SENSITIVE CONTENT] coaching and group sessions to get more skilled in using Pipedrive. I also recommend [SENSITIVE CONTENT] He is very good.

良いポイント:

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

改善してほしい点:

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.

My best CRM platform but...

製品を使ってみた感想： I have been using PD for more than 3 years, and I love it... in fact I recommended it to some colleagues of mine. I used it for a very particular selling task in my job. During first year I increased sales 20%, second year was 2020... and you know. I was preparing it fore this new period, but then one of the sales teams I admire the most in my business began to use another CRM very specific for this sector, and then...

良いポイント:

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!

改善してほしい点:

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.

My Experience with Pipedrive

製品を使ってみた感想： Overall, I have had a positive experience with Pipedrive. The tool has helped me to streamline my sales process and stay organized, which has resulted in increased productivity and sales. The customer support team is also very responsive and helpful.

良いポイント:

Pipedrive is a fantastic CRM tool that has greatly improved my team's sales process. The interface is user-friendly and intuitive, making it easy for my team to navigate and manage leads and deals. The visual pipeline feature is particularly useful, as it allows us to easily track the progress of deals and make adjustments as needed. Additionally, the mobile app allows me to stay on top of my sales activities even when I'm on the go.

改善してほしい点:

One downside of Pipedrive is that it can be a bit pricey for small businesses. Also, it could have a better integration with other apps, like google calendar, and some other features like generating quotes, invoices and proposals.

A Powerful Tool for Organizing and Prioritizing Sales

製品を使ってみた感想： All in all, I have found Pipedrive to be an incredibly useful tool for managing and tracking my sales pipeline. The features are comprehensive and the customization options allow you to tailor the platform to your own needs. The cost can be a bit prohibitive, but if you are looking for a powerful sales tool, Pipedrive is definitely worth considering.

良いポイント:

Pipedrive has been an incredibly helpful tool for helping me to organize and prioritize my sales. It has a really intuitive design that makes it easy to use and the customizable options allow you to tailor the platform to your own specific needs. The analytics and reporting features are also very comprehensive and provide valuable insights into our sales pipeline.

改善してほしい点:

One downside to using Pipedrive is that the cost can be quite steep, especially if you want to unlock all the features. Additionally, there are some issues with the user interface that can be confusing at times.

Top of notch CRM and Sales Software

製品を使ってみた感想： Pipedrive has been amazing for our team, we are able to keep things organized, use automations and get reports via API.

良いポイント:

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.

改善してほしい点:

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.

One of the best

製品を使ってみた感想： Positive overall. Their customer service team did try to help out when I ran into issues setting everything up. However, the fact I had so many issues setting it up and customizing the platform was a big turn off. And as I mentioned before, I tried 20+ CRM’s so I’m very familiar with how to set one up.

良いポイント:

When Hubspot stopped working because of technical errors I started trying literally every CRM I could find. Pipedrive was definitely one of my favorites because of its price and features. Customer service was also pretty good and responsive.

改善してほしい点:

Ultimately the fact that I couldn’t use my custom email signature was why I didn’t go with Pipedrive. I also didn’t like the overall UI, it seemed a bit outdated to me and it was harder to navigate than other CRM’s I tried.

Pipedrive CRM for small and medium enterprise

製品を使ってみた感想： High Satisfied with the solution. It Allow us manage leads, and customer scoring

良いポイント:

Set Up very simple and easy to manage all the tools. I like the dashboard and the look and feel as well as the business forescating.

改善してほしい点:

Is not easy to link with ERP or Billing Platform. They must improve the integrations for easy integration with another platforms

Excellent CRM for its flexibility, integrations and smart automations.

製品を使ってみた感想： Pipedrive makes it simple to record lead discussions, oversee open bargains, and track closed income for the commerce, it's a reasonably direct CRM that works with sales-led organizations. We digitized and overseen all of our client connections through this apparatus, in combination with Zapier, we too dealt with the LinkedIn contact points of interest of the individuals we communicated with, which had been a tremendous time saver. We are presently able to share over the organization the status of all bargains being outlined and arranged inside the organization, this has permitted us to create and oversee more trade, which rises to more income.

良いポイント:

It's simple to utilize with no bugs, has parts of valuable instruments, simple to tag and collaborate with other group individuals, incredible to form and customize reports. I like its usefulness and UX which implies I'm sparing 30% time on some errands over my ancient CRM (FreshSales), it moreover incorporates a wide extend of integrative. PipeDrive has permitted us to oversee numerous more leads than we seem some time recently, we are moreover able to section our leads and oversee e-mail campaigns based on who has talked to them and around what, it has professionalized our deals endeavors, adaptability and ease of setup has been priceless to us.

改善してほしい点:

It's kind of befuddling after you get new leads because I think you would like a lead inbox so you'll superior recognize leads and work from there without burrowing through the contacts segment. PipeDrive gets to be inconceivable for coordinating leads and opening an opportunity at a client, but it does exceptionally small for the real organization exertion or work exertion related with checking exploratory orders by a client.

EASY PEASY!

製品を使ってみた感想： 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.

良いポイント:

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.

改善してほしい点:

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.

Pipedrive is EXACTLY what our sales/CEO needed.

製品を使ってみた感想： We used to use endless excel spreadsheets and Dropbox to keep the sales/CEO up to date. This system did not work very well and was not helping our sales team and president/ceo keep up to date on the status of contracts 'in the pipeline'. When I saw an ad on Facebook for Pipedrive, I instantly knew it would be a perfect fit for our organization. It's super easy to use All you need is a browser. No more excel spreadsheets, dropbox accounts, syncing issues etc. The sales team / CEO can add new 'deals' in just a few clicks. When I gave my presentation to Management, they instantly "got it" once I dragged a new deal from the first stage "initial enquiry" to the second state "contact made". When I then updated the deal to indicate that a proposal had been submitted, I dragged the deal over to the "proposal submitted" stage and everyone said "aaaaahhhhhh". Favourite Features: 1. Ease of use. - All you need is a browser and there is a mobile app. 2. Deal stages - You can drag a deal from various stages (use the default or customize with your own sales pipeline) to instantly show what stage your deal is in. You can also have MULTIPLE pipelines. For us, we have a Primary and Secondary Pipeline 3. Creating Activities / Tasks - You can assign tasks such as 'emails, lunches, phone calls, follow ups' etc and have them assigned to users. Those users get automatic email reminders the morning the task is due. 4. Indications for overdue Activities / Tasks - You can instantly see (via a green, grey, yellow or red) Icon next to each deal if you have a task that is due today, or overdue, or no task assigned yet. 5. Reporting - You can instantly see in the 'dashboard' your current sales performances such as deals won (and for how much), the dollar amount of deals in the pipeline for each week, month or quarter etc, deals lost etc. 6. Email functionality - You do not have to manually copy / paste emails into Pipedrive deals. If you use the deal specific bcc address, all information in the email is automatically entered into that deal. 7. File uploads - You can upload your presentations, proposals straight into pipedrive. 8. Customization - Just about everything is customizable. 9. Deal Rotting - Deals are highlighted in red when they are 'rotting' meaning no activity over the past X number of days. 10. Dollar Amounts - Each deal can be given a dollar amount.

良いポイント:

Ease of use. Deal Rotting Deal dollar amounts Dragging deals from the various stages Multiple Pipelines Outlook Email Integration Mobile App Everything is customizable File uploads Weighted deal dollar amounts Color coded icons for activites that are due, expired, or have not been assigned yet emails for activities that are due that day.

改善してほしい点:

Sometimes when you add a deal, you ahve to refresh in order for it to show. Also when you edit a deal and add a note for example, that deal moves to the bottom or top of the list in that various stage. It would be better if that deal stays where it currently is in that stage, even if you update something in that deal.