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Sales teams and small and mid-sized businesses looking for a simple yet powerful sales tool to help them stay organized.
Lead Docket is best for solo, mid-market, or enterprise firms looking to generate more new business from their marketing channels.
It's extremely user friendly, has a very clean layout, and is extremely effective for tracking information. Both the online and the app versions are quality products that have met my needs and more.
Functionality was terrible, I don't know if we misunderstood and they aren't actually a CRM system but what the product offered cannot be called a CRM.
Pipedrive is very competitive to other more popular CRM tools, the price is also better. I almost have all the needed features in a CRM along with the process automation.
The inability to move among contacts in the same list without returning to the main list page is a waste of time. The online app is basically useless.
I liked the way it pulled in my email and calendar and it was easy to set up reminders to follow up with prospects. The software is good - I would recommend it.
Difficult to understand when using for the first time. Repetitive data entry can get boring.
It has been as well a great way to interact with our customers, and gain a better insight to all of the sales process.
The only thing that is kinda confusing especially to non-technical person is on integrating with third-party tools. Most of it needs to be connected with Zapier which is again another subscription.
LeadDocket has improved our lead management process with its user-friendly interface and helpful features. The automation capabilities save time, and the reporting tools provide useful insights.
Desperately needs spellcheck and undo. Once you hit a wrong key or accidentally delete, there is no way to undo it, very problematic.
It is a great tool that helps a lot in the way I work, it helps me to be fast and effective.
The "standard" features that can not be changed or further explained. The tasks are difficult to change between case types and many items we can add, we have no formal training to sync to our CMS.
I love the features that lead docket offers. I love that you can assign the lead to different departments and that it reminds you to follow up which is so important.
Mapping to FileVine is a pain. There was also a glitch of ordering our textboxes not displaying in the order we want.
Very happy with the ease of use. Integrates perfectly with Call Rail for lead tracking.
You cannot customize it easily. Tasks are very difficult to change.
Ricard: Hi, I'm Ricard. I work as a marketing manager in [inaudible 00:00:04], a marketing agency here in Spain, and I rate Pipedrive five out of five. We use in the company another CRM called ActiveCampaign. It works also really well, but we decided to use Pipedrive. The best things about Pipedrive are the easy of access to the information, the integrations, and the reminders. Having information accessible for our commercials make the access to the deal in seconds really easy and more efficient. Actually, it was really easy because of the integrations of the Pipedrive. The integration with Gmail and Outlook also make the process really, really smooth, and it helped us to avoid losing information. Make a process of understanding of the funnel of your business before using Pipedrive to start using it at 100%.
Prioritize real-user-identified key features according to your needs to find your best fit.
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Lead Docket
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