Pipedrive

Customizable CRM that is easy to deploy and offers endless customization possibilities

Comments: It is great! I've used it in the past, got locked into Hubspot for too long, and once I was out of their contract, I immediately came back to Pipedrive. Every so often, I test other CRM, and while some others may have cool bells and whistles, the features that other CRMs have and Pipedrive lacks tend to be related to shiny object syndrome. Pipedrive is practical, easy to use, and simple to train and onboard new employees. Another great thing about Pipedrive is its active community. Their forum is a great place to gain inspiration for the service and communicate with others for assistance in building unique integrations. Their support is excellent and always available via chat right from your CRM.

Pros:

Most CRMs force you to use it the way they think is best. But not all sales teams are alike. Pipedrive works well for us because we can customize it to work exactly how we need it. Customizing is easy and does not require coding. Pipedrive integrates nicely with services like Zapier and various forms of plugins. This allows us to connect our CRM with all of our software applications.

Cons:

Pipedrive has great email functionality, but it lacks a shared inbox (similar to Help Scout). We have a general sales email that our team manages as a sales team. If you want to use Pipedrive, you are forced to require all salespeople to communicate with their email instead of company-wide accounts. This creates separation within our organization as we can't rely on Pipedrive for email communication.

It's visual and that makes it easy

Pros:

I like the visualization of deals in the KanBan style. Makes it easy to get an overview and make changes with drag & drop.

Cons:

You can transfer created automations to another user. That's annoying, especially when employees leave the company. You then have to rebuild the automations.

Driving takes time

Pros:

I like that all the information is immediately available to view and track

Cons:

Overwhelming at first. Not sure if there is a feature to minimize certain visuals but if not that will help.

I switched from Hubspot to Pipedrive on a friend's recommendation

Comments: With Pipedrive I can easily track and manage my leads on a daily basis.

Pros:

Pipedrive is very intuitive to use. Easy to parameter, no headhache. It features an automated import process to switch from one CRM to the other without losing any data. On top of it, it is really cheap compared to Hubspot and tailor-made for entrepreneurs ! Support is available and very friendly. Go for it.

Cons:

I do not really like the mobile version because I do not see the point of using it

Alternatives Considered: Dynamics 365

Reasons for Choosing Pipedrive: I tested the Enterprise version of Hubspot with a discount for start-up, with 90% discount. Once I was hit by the full price version, I quitted within days. Too expensive for a small business like me.

Switched From: HubSpot CRM

Reasons for Switching to Pipedrive: Pipedrive is much cheaper with comparable features and works perfectly for me

A must-have if you are in B2B particularly.

Comments: Overall very satisfied.

Pros:

Ease of use, clear pipeline management, forecast.

Cons:

not able to duplicate pipelines. More integrations would be helpful.

Alternatives Considered: HubSpot CRM

Reasons for Switching to Pipedrive: Better suited my needs. No limitations in the fields I use.