Pipedrive review by Inspector Jones

Pipedrive is a CRM which is specifically focused on sales professionals. Several different businesses will find the software useful, but a sales pro will definitely find the features indispensable.

One of Pipedrive’s most noticeable features is the easy drag-and-drop editing for every area of your sales pipeline. This provides instant updates for your sales team and a clear, at-a-glance organization of your files.

Some of Pipedrive’s key features include:

• The ability to choose a view that best suits your needs including Pipeline View, List View and Timeline View. You can also switch between views easily with one click.
• Powerful filters let you narrow your view to the parameters you are most concerned with at the moment. You can search by Newest Leads, Most Lucrative Proposals and Opportunities with the soonest deadline, just to name a few.
• The Sales Reporting allows you to see the activity metrics for your sales team as they happen.
• With custom fields and pipeline stages, you can make Pipedrive look like it was made for your specific business. You can rename, add and organize new stages in your workflow.
• Customizable features allow you to simplify your life by turning off the features that your business doesn’t need, and only using the features you do.
• Pipedrive offers an iPhone-only app, however, Android users can access the portal through a web browser. The mobile app lets you review the full history of a deal before you set up a meeting. You can also take notes during a phone call or meeting and they will be automatically synced to your dashboard.

Ease of use

The design of the dashboard is instantly favorable, with the simple drag-and-drop functions making it easy to keep the entire pipeline updated and organized. There aren’t layers and sub-menus to navigate through. All you have to do is just click and drag a deal to the next stage when the time to reclassify it.

Customer Service Pipedrive offers several ways to communicate with customer service, including:

• A knowledge Base
• Email portal
• Email direct support
• Public forums

Add-Ons and Integration

Pipedrive has 2-way synchronization with Google Contacts, so when you edit a contact from Pipedrive it will sync with Google. The same is true when you edit a contact in Google, it will then sync with Pipedrive.

Pipedrive’s ability to sync with Google Calendar makes it possible for you to schedule or change calendar events and then sync the data between the two.

The integration between Pipedrive and Google Drive make it possible to share proposals, presentations and specifications, to name just a few possibilities, with clients using the Google-based hosting. The synchronization means, your devices will always be up-to-date.

Integration with Google Maps allows the user the convenience of inputting a client’s location, making it easier to get directions to meetings.

Pipedrive also has an API available to automate and export tasks to work with 3rd party apps including the contacts manager, Contactually, making it possible to track your relationships through email and social networking channels. You can also use the drag-and-drop HTML editor to send bulk emails using MailChimp.

Problems and Complaints

Much of the negative feedback Pipedrive is receiving has been focused on problems with the mobile app. Users have stated that the app is glitchy, slow and crashes occasionally.

Even though Pipedrive was specifically designed for sales teams, it can be seamlessly adapted to a wide variety of business models, due to the ease of its customization. This makes Pipedrive a potentially good choice for most any business. However, you will want to do your research, to see if Pipedrive will satisfy your needs.