Pipedrive

Pipedrive - selected ahead of HubSport

Comments: 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.

Pros:

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...

Cons:

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)

Alternatives Considered: Zoho CRM, Freshsales, Ontraport, Salesforce Sales Cloud, Keap and HubSpot Sales Hub

Reasons for Choosing Pipedrive: HubSpot is just too expensive. As a startup with just three sales people we just cannot justify close on £1000 a month for CRM and email functionality. I think HubSpot have drank the 'charge more' KoolAid and believe once you are trapped you will not escape. Pipedrive with suitable companion apps provide equivalent (or even superior) functionality to HubSpot at 20% of the price.

Switched From: HubSpot Sales Hub

Reasons for Switching to Pipedrive: Hubspot - price.. oooh that price. Ontraport - too much other stuff we will not use (what has a second rate ecommerce to do with a CRM...) SalesForce - old Keap - purchase process too complex Zoho - Jack of all trades master of none Freshsales - Jack of all trades master of none

My Pipedrive Experience

Comments: Overall, my experience with Pipedrive has been positive. The visual pipeline makes it super easy to track where each deal stands, and I also appreciate the real-time reporting. On the downside, the mobile app isn’t as powerful as the desktop version.

Pros:

How intuitive and visual it is. The interface is super user-friendly, and you can see your entire sales pipeline at a glance. It’s like having a chessboard where each piece represents a sales opportunity, and you can easily move them from one stage to another. Plus, the task automation is a lifesaver; it saves you tons of time on repetitive tasks. And the real-time reports are awesome for knowing exactly how your sales are doing without having to do any complicated calculations. Overall, it makes managing sales a lot simpler and even a bit fun.

Cons:

It can get a bit pricey. While the interface is generally cool, it can sometimes feel a bit overwhelming with all the options and settings available. It takes a bit of time to get everything set up just the way you want it. Also, the mobile app isn’t as robust as the desktop version, so managing things on the app is awfull.

Pathetic Customer Support

Comments: CRM platform is good but lack of good and active customer support, you can run your show for longer and waste your money.

Pros:

The most economical CRM platform. Good and handy tool. One can segregate the list by creating unique label, field and filter to it. Also, very easy to keep track of the activities. Wonderful features.

Cons:

Customer Support, CRM's customer support is of no use. When you explain your problems to them, they keep on asking 1000 question more, share print screen more, but unable to solve the problem. I requested them again and again to come online and support me, but they are unable to do it.

Solid Entry for CRM Market

Comments: Pipedrive has been a staple for our Business Development Team as we've expanded rapidly over the last few years. As we've built it out for our team's workflows, we've created a solid systems for maintaining prospect records and increasing efficiency of our team.

Pros:

The ease of use for a user new to a CRM has been great for our growing team. The ability to have people share prospects and notes with each other has helped our team learn from one another as well.

Cons:

Some of the integrations with external software can be a bit clunky. We've run a few zapier integrations and direct api integrations with other tools in our tech stack to build up our experience on the platform.

Ideal and user friendly

Comments: So far it’s ideal for tracking sales and their current status.

Pros:

The layout and design setup. It displays our deals and messages in a smart style.

Cons:

Sometimes the settings messes with the integration of other systems we use.