Pipedrive

It’s incredibly easy to move data from your old CRM and set up your pipelines. Even easier to manage opportunities at every stage. The alerts, activities and send from Pipedrive features are great for keeping organised and the forecasting function is decent too.

It is geared around the sales process/kanban view so can be a little limiting when using it as a hybrid marketing & sales CRM. The insights dashboard building area is good but it doesn’t allow you to create bespoke charts/tables for every possible data point (fair enough for the price point).

I appreciate Pipedrive's straightforward user interface, its flexibility for customization, and its extensive range of integrations, which is unmatched in its category. I would even describe it as modular, as you can easily add almost any feature you desire through third-party integrations. This ensures that you're never restricted by the limitations of what Pipedrive may not excel at. On the other hand, if you prefer an all-in-one solution, Pipedrive still outperforms its competitors in this aspect.

I'm not particularly fond of how certain basic features are restricted to higher-priced plans. While I lean towards the 'modular' setup, the lowest-priced plan is the most logical choice for me. However, I do miss some features like prioritizing important fields based on the deal or the stage of the person/organization in the pipeline. In the past, I subscribed to Pipedrive's top-tier package, but I found the automation features to be underwhelming. They are somewhat limited, and the triggers don't always function as expected.

Absolutely nothing. We weren't able to use it for the past 10 months.

The service - from the top down;
Pipedrive needs to take a hard look at its service. There is no question that your approach is not a customer centric one. Instead, you implement policies, procedures, and scripted responses that work to ensure your staff and the company as a whole will not succeed in today's environment which requires both critical thinking and a common sense approach.

It is a fast and intuitive setup to start. If you have sales know-how, it is going to be an easy adaptation. The integrations also work well.

I think the user view with too many possible added features makes it a bit confusing. Maybe that should be just for administrative roles.