Pipedrive

An amazing CRM for sales folks!

製品を使ってみた感想： Pipedrive is an ideal solution for small to mid-size teams. It certainly isn't going to have the same power as Salesforce, but sometimes you need a reasonably priced family Sedan, not an 18-Wheeler Transport.

良いポイント:

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

改善してほしい点:

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.

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.

A CRM System that just Works for Sales Management

製品を使ってみた感想： Overall a good experience using the platform my new team members just needed two days of training and found it easier to use.

良いポイント:

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.

改善してほしい点:

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.

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.

検討した類似製品： Zoho CRM

Pipedriveに決めた理由： Access makes many things pretty good, but it's not the ideal solution as a CRM software, I think.

切り替える前の製品： Microsoft Access

Pipedriveに切りかえた理由： Ease of use and configurability, and its interface

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.

検討した類似製品： Salesforce Sales Cloud

Pipedriveに決めた理由： It was recommended to me.

切り替える前の製品： Highrise

Pipedriveに切りかえた理由： Cheaper and more lightweight and web based. Also I saw how fast people were adopting it.