Who Uses This Software?

Sales teams looking for a simple, yet powerful sales tool to get them organized.


Average Ratings

1035 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $12.00/month/user
    See pricing details
  • Pricing Details
    All features, full functionality
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
  • Support
    Online
    Business Hours

Vendor Details

  • Pipedrive
  • www.pipedrive.com
  • Founded 2010
  • United States

About Pipedrive

Pipedrive for financial services is software for sales pipeline management, guiding and tracking all your relationships with customers and prospects. It keeps track of where every potential deal stands at every stage of your sales pipeline and allows you to organize all of your activities from prospecting to underwriting and ultimately closing. Easily customized for all aspects of banking, insurance, leasing, mortgage, credit and underwriting in multiple languages and multiple currencies.


Pipedrive Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

Pipedrive Reviews Recently Reviewed!

Incredible straightforward, perhaps the best tool for beginners.

Nov 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: What it's really cool is the way you can maintain and track your generated leads into an actualized sales process that works seamlessly with this tool. From first meeting, to proposal to general questions your lead may have to follow up questions/e-mails are easily tracked and stored where the entire chain of sales is managed with ease. One of the better uses for this system for administrative work where a sales consultant may integrate it as a full-blown calendar and allow for tracking and movement of sales leads from the office or even using your mobile device.

Cons: The email integration isn't perfect yet; although they are currently improving this so I would expect this to better soon... I'd like to see larger photos of the contacts - but this is only a small issue...

So far so good.. only 2 months in, but I am sticking around!

Nov 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Love the pipeline visual method. Works for me just dandy. Matter of fact, it's the topic of this weeks podcast that I am about to record. I did test 3 CRMS, started a few months back.. narrowwd it down pretty quickly, and PD is the winner.

Cons: The $ investment for the full email sync. I do understand that one needs to invest pay for quality but other CRMS give full email sync for less if not free. Just saying. You asked!

Up and running in no time

Nov 10, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: The best part about the software was the ability to create lots of different workflows for various parts of our business. We were working on lots of different processes but needed to centralise client contact with all of them

Cons: Ours is a business to consumer setup and so we have no real need for the organisation aspect of the system. Having the ability to remove this would be cleaner

Overall: The ability to see all of our workflow in one single place as well as communicate with clients directly within the system so that all conversations relating to deals can be easily found

Simple...but just what I need/want.

Nov 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
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Pros: When I first looked at it (along with a list of others), I wrote beside the name "too simple" - and crossed it out. I tried all the others and then circled back to Pipedrive. It seems "simple" is exactly what I needed. Not too many bells and whistles...but exactly what I wanted/needed. Previously I wanted a CRM as part of gmail and to be able to work within gmail...until all of the reminders started clogging up my account. It became too overwhelming. I wanted a separate space to work on sales...and then not look at it when I wasn't working on sales. BUT...I wanted my inbox/emails tied to the CRM IN the CRM....I didn't want to forward email, bcc it, etc. My complete inbox is in Pipedrive and emails are linked to the correct leads. It really does well.

Cons: With canned emails, you can't attach a photo. At least not that I can figure out. But other than that, I really can't think of anything.

Mobile friendly and intuitive

Nov 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: You can integrate it with most Google applications, and you can fully tweak your workflows. It is organized, the layout is very easy to understand, as well as the statistics and reporting. Customer follow up is great too.

Cons: Pricey, but should be well worth it. I just wish there's more flexibility in the plans offered, otherwise, it's really great.

Outstandingly simple - Combines Visual with Analytics

Nov 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
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Pros: Loved how simple it was to set up. Enjoy how it gives peace of mind that the data is safe and easy to access. Loved how I could switch from a "visual" view to a "spreadsheet" view at a click of a button. The custom fields are a winner!

Cons: The mobile app did not work 100%. I was frustrated with the fact that when I moved a card from one phase to the next it didn't always sync that way. On Desktop it was perfect

Use it to keep records of my leads

Nov 07, 2017
4/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Easy to find information about all deals whether they are mine or my colleagues'; also use it a time management tool

Cons: Often doesn't show the updates I made in real time - still shows that the tasks are not complete until I renew the window

I use Pipedrive to keep my sales funnel moving along and I love it.

Nov 02, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: It's easy-to-use and very customizable. What I also love is that it totals up my potential revenue in the top of each column so I can see where the bulk of my funds is getting hung up. Great feature. I also like the email feature where I can forward emails to my account and attach them to certain customers for future reference.

Cons: It's a little more clunky than I would like. I would love a minimalist version. It's trying to be a CRM while also being a sales funnel tool. Which I completely understand. But for my use, it's a bit over-featured.

Overall: I've sold thousands of dollars in sponsorships with this tool.

Practical Reliable

Oct 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Easy to use
Helps track sales process
Keeps you on track
Able to make notes on client accounts
Apps are great for iPad and iPhone

Overall: Better management of my sales pipeline

43b9c961ba0a5f1027473c3fb93a59f3

A simple and intuitive tool that provides all the support to hat you need

Oct 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Simplicity of use with ability to customize. Easy to get the team on board too. A great team communication tool

Cons: Can not customize reports yet - not fully suited to a construction business development and estimating cycle

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This is by far the best CRM I have used, and continued to use, for work every single day.

Oct 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Incredibly easy to use. Interactive UI design. Utilizes visuals to move deals down the pipeline. Extremely customizable. Simple, yet elegant. Very useful and important. Helps me in figuring out my day's work and when my deadlines are in a very direct manner. I don't have to fiddle around to figure things out, it's so user-friendly. Makes my work more efficient. Speeds up my processes. Keeps me organized. Would recommend 10/10!

Cons: I can't think of much, except that I've put my deals into several "Categories" and I haven't been able to figure out or research how to sort them out into their categories so that I can view them in their associated groups. Also would love if my co-workers' deals didn't mix into mine to keep them more segregated, but it hasn't been much of an issue at the moment.

Great way to prevent leads from falling through the cracks!!

Oct 18, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The best part is that it is super customizable. You can create as many pipelines as you might ever need and you can have as many stages as you might ever need.

Cons: It would be great if I could preset activities to trigger without having to pay to use Zapier. I would also love to post reminders or 'notes' to help employees remember what to do next in more details. Almost like when you add a 'comment' to cell in excel - you hover over the cell (or in Pipedrive's case the stage) and a more detailed explanation would appear. This way the titles of my stage could remain shorter and have a more tidy appearance.

Overall: Being able to follow up on each and EVERY lead. Nothing falls through the cracks. Love the integrations with other apps too.

Great CRM tool with good features

Oct 18, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Interface is friendly helps to follow up easily. Integration with email, adding the tasks and events is the best part.

Cons: Can improve the process of downloading reports. Can be helpful if some warnings pop-up if we add duplicate deals or contacts.

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It's a software very useful for sales & lead generation folks. Pipeline management was never so easy

Oct 18, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Niche focus on pipeline management and lead generation. No other tools provides this easiness and exclusive features in pipeline management.

Cons: The user interface could be improved, specially the color palettes in deal categories. Also can add advanced analytics.

Overall: Entire pipeline management and lead generation works seamlessly using pipedrive. Was really beneficial for sales & marketing coordination.

great CRM for a startup that sells to BTC and BTB

Oct 17, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: the next step functionality is a great way to keep on top of your opportunities. It forces folks to set up a follow-up activity so nothing falls through the cracks.

Cons: reporting is not as robust / easy to use as I'd like. I'd love to be able to segment more and provide reports that are more accurate.

Overall: being able to run at opportunities more proficiently

If it works for you

Oct 17, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I like it and there is little that is better if all you are looking for is a sales pipeline.

Pros: Its quick to work with, We can get a good workflow going fairly easily. Simplistic enough for new people to pick up quickly.

Cons: Not as feature rich as some other CRM's that we have tried. It would be useful to have products sold, and a quote module.

Pipedrive is very easy to use!

Oct 14, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the introductory tutorials and help videos that make everything easy to set up. The user interface is very intuitive and I could pretty much figure out how to change the sales pipeline for my needs.

Cons: The integration element with mail chimp was frustrating. I thought I could integrate easily, but it turns out I had to get pipe chimp and that was one more thing to figure out.

We literally jumped from excel spreadsheets to Pipedrive over night and haven't looked back

Oct 14, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We have setup multiple pipelines to track sales from each of our stores, we have setup a pipeline to manage the internal ordering process, we track marketing projects and are now implementing the after sales process. All of this was configured and implemented while our company was going full speed ahead. There was a solution for most problems we threw at it. Although not every detail can be configured with thousands of parameters, most things can be accomplished with a few clicks in a simple way. If its not built in, you can almost be certain you can extend Pipedrive with an external service and automate through other fantastic products like Zappier. If theres an issue you can contact support and almost immediately get an accurate response.

Cons: The only issue - that ist not actually related to Pipedrive - is we sometimes have internet downtime due to construction work. If there was one feature I would love to see, is the ability to automate daily backups to CSV / Excel so when the internet is down you at least have some reference when a client calls.

Overall: Great service, easy to use, finally got rid of many excel sheets...

At work, I basically live in Pipedrive. It's intuitive and it streamlines our sales process.

Oct 12, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I really like the interface which is elegant and very functional. Also, it has all the features we need but it's still relatively simple and uncomplicated. I appreciate that their development team keeps adding new features and keeps ironing out some minor issues.

Cons: Pipedrive team keeps improving their product all the time. Most of the issues I had with it had already been fixed. The only real downside is that (at least for us) it takes a long time for the emails you sent to a customer to sync and show up in Pipedrive. It's especially true if they contain attachments. Plain text emails show up on the lead's page almost immediately. Maybe it's just the servers we use for our company email, idk. Also, I think all input fields should be searchable (they are working on it).

Overall: In my line of work using Pipedrive is about the only way I can manage my communications with my clients. It also helps me manage my activities (my daily tasks) and my sales funnel. Honestly, we would not be able to work efficiently without Pipedrive.

Pretty Easy to Use and Decent Value for the Money

Oct 12, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Is easy to get started, set up and use the software. The entire experience was great. Easy to export data.

Cons: It is great for getting started but when you need to pay extra for advanced options. Also hard to integrate with other softwares.

Pipedrive has helped me become more organized and able to keep everything in one place.

Oct 12, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The ability to customize the fields is key for me as I write home and auto as well as life insurance. It is so easy to move your case along from the moment of prospect to either a client or lost account. You can track all of the information in one centralized location which helps me see what I am working on. Being able to schedule my next steps for each case is also convenient and helps me make sure I am doing what I need to do on my end to help close the sale.

Cons: I wish it could interface with our Agency Management System so I am not entering client information such as steps and notes in two separate systems. Maybe I can do this and just don't know how to yet?

Pipedrive from a small company perspective

Oct 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Very happy with our purchase, but I definately recommend opting for the gold option, the manual cut and paste of bcc to integrate emails becomes tiresome very quickly

Pros: User interface provides excellent overview of our progress against our sales plan and we can easily drill down to get details Integrates with mail, calendar and other cloud based apps we use with a few mouse clicks Very easy to learn and use Data migration from our old XL s/sheets was seemless Very quick response to help requests from the support team

Cons: One minor detail, it would be nice to be able to select more than one person when viewing the activity calendar. The support team have passed our comments to the developers, so this might be a feature of future versions

Easy Sales Management

Oct 07, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: Deal Creating
Sales Pipeline View
Email integration
Goal Setting & Reporting
Contact History
Google Calendar & Contacts Integration
Powerful API
Full Customization
24/7 Support

Cons: Not a great user interface, somehow I don't like activity tracker as well other than everything is great including pricing and ease of use.

Incredible. Simply the best sales and CRM software I have ever used.

Oct 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The way the activity system works that encourages you to always have a call/email/task set for a deal. It encourages you to always keep on top of each deal. I used to use Salesforce and this software is literally 1000% better. And 20% of the price.

Cons: The only feature it doesnt have is an emailing function to drip feed sales emails to potential customers. But they have solved that by integrating with https://www.drip.co so its not really an issue.

Great for keeping track of potential and current customer orders

Oct 05, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: You know who "owns" the current order and it reminds you of activities that still needs to be completed

Cons: I would be nice if it would keep reminding you of activities that need to be completed util you actually complete them.

A good starter CRM tool

Oct 03, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The interface was very simple. Easy to move contacts between buckets. Pricing makes sense and Support was good.

Cons: - The sync of the email isn't good and more email reminders would be better
- Some of the search functionalities could be better.
- Once we got a lot of leads we moved to a more sophisticated CRM

Simplicity

Sep 28, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: A well rounded CRM system with a kaban overview of the sales process and a good reporting dashboard as well as a quick and easily accessible customer database

Pros: easy to use..........

Cons: Need to pay extra for an add on to get custom fields across into mailchimp

Recommendations to other buyers: I would recommend this to others looking for a good all round crm system without too much complication

I loved the way it is easy to figure out the total sales funnel and move it as per the order

Sep 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: i like the drag and drop thing and also the amount mentioned on the top for the deals, this tells me how much business i can do or am going to do with respective dates

Overall: I use it to achieve daily sales target

Very user friendly CRM

Sep 20, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: The value for money is great, the basic needs are covered and without sweating long periods of time on training on how to use a CRM

Pros: Is vey friendly to understand, setup and use. The overall experience is very friendly with the users, is easy to create, fill, review, search and export; which sets a very important difference from other CRM's.

Cons: You can't set advanced options like sums in fields, or specialized quotes without paying another service.

Very general solution

Sep 18, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Comments: The system does not integrate with Outlook Calendar(or any other mail/calendar platform), the more we use Pipedrive, the more clear and serious this weakness becomes to us.

Pros: Easy configuration Handy managerial reports It helps me staying engaged and organized with my prospects.

Cons: Very difficult to tie with your inventory It does not integrate with Outlook Calendar or any other platform

A great app with all sorts of features that just gets better and better.

Sep 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The customer service. It is by phone. And they are happy to screen share with teamviewer if it's complicated. The support people are friendly and patient and a lot of fun to work with. It also integrates well with gmail and google calendar and our quote and estimate app.

Cons: It would be really cool if the catalog and product features were a little more robust, but I have not even asked for that yet. We are finding that our requests for features are listened to and that it is not long before the things that we ask for are made to happen by their programming team.

best crm

Sep 15, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
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Pros: it is easy to use and visual, i can reach all my necessities with this crm. in two clicks you can get everywhere

Cons: sometimes they take too long to answer and support is needed

Great and Easy to use

Sep 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very user friendly, you will know that status of your deals at all time. I fused correctly, it will greatly help the processes in your business.

Cons: It is tough to import files from Google Drive as it does not mirror the files you are wishing to import.

Best use is for smaller businesses or solo-preneurs.

Sep 14, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: This was easy and intuitive to use for my personal contacts and sales. It has a lot of API's and can connect well with Zapier.

Cons: While trying to get a team integrated and using the software, it has been clumsy and time consuming for them to update, find contacts, and make calls quickly. I don't recommend this for team and call center use.

User Friendly for CRM Software Novices

Sep 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
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Comments: Most of these CRM software Programs function too much on selling a product from beginning to end and not on the account management aspects of the sales process. That is my primary complaint of the CRM industry as a whole. That said, I researched dozens of CRM software options and this was the most user friendly for the price far and away, especially for a small business.

Pros: This software can be easily customized to fit almost any company's needs. Reports are easy to customize as well. When you have people in your company with varying abilities when it comes to software capabilities, you can easily train anyone to use the program.

Cons: I wish the search and generation of a report by city was a bit less cumbersome for the novice user.

I love this CRM system

Sep 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: This system is so easy to navigate and the customer support team is readily available 24-7. The Activities tab really helps with reminders.

Cons: I do not like how this CRM is not that easy to integrate into syncing emails. If it were easier, I would use this more often.

Overall: Benefits include organizational help, the reminders really help with not forgetting a myriad of things to do throughout the day.

Decent but lacks in many key areas like reporting and universal functionality

Sep 06, 2017
3/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
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Pros: It's very easy to use and I can access it anywhere. I like the UI; having the visibility into activity on a deal is extremely helpful.

Cons: Reporting is less than par, customer support is mostly offshore, constant problems with Google Chrome use. Would be helpful if we got an alert when a duplicate organization is about to be created

Overall: Very easy to use. Great to see other organizations' uses and reviews.

Valuable Lead Gen Tracking Tool

Sep 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Keep all of your info for leads. Set deadlines, add custom fields, etc. Easy to update status and great drag and drop features. No technical knowledge is needed to master this tool.

Cons: Can be a little confusing at times. When a team is sharing for lead gen, they need to be careful not to step on each other's toes.

Best money I have ever spent

Sep 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I LOVE that I can customize my pipelines, and easily slide leads from one stage to the next. I can have multiple pipelines and everything is customizable.

Cons: I would like to see a place where I can search by last name.. it seems to only have a way to search by first name unless I am missing it :)

Fantastic simple tool easy to use and manages the sales

Aug 31, 2017
4/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Pros: It is simple to use and I found it more and more useful to manage the business as I used it and understood it better.

Cons: It should have email built into the basic package. I would like to be able to change some of the built in titles

Great sales tool. Not a CRM

Aug 28, 2017
4/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: It's super intuitive to use. It is easy to get people on board and working with it. The overview of the pipeline is really important for our business, and assisting us in getting better at creating a relationship with a customer, and hopefully in the future to nurture that relationship.

If you can work with Zendesk, then support is fast, casual and to the point.

Cons: The Reporting statistics aren't that great. The dashboard is basically worthless when you can't customize the metrics.

It's annoying to have to make reports in Excel/with a third party.

It's not really a CRM in my opinion, as I would like to have more functions for Customer Relationship management on a personal level. And I am still struggling to apply all of our data, and creating lists for e.g. Email segmenting as so on

Overall: Getting Control of our Pipeline.

Vendor Response

by Pipedrive on September 25, 2017

Hello Rasmus, Pipedrive is a sales-management tool designed to help salespeople get more organized. Over 40 years of selling experience have gone into Pipedrive¿s design, which delivers a simple experience that just makes sense from a salesperson¿s perspective. Pipedrive reminds you what actions you need to focus on every day so that nothing ever falls through the cracks. That being said, I can confirm that Pipedrive¿s main focus has been the sales perspective and we are currently looking into ways to add more functionality in regards to the customer relationship section you are referring to. Your comments in regards to the reporting section are welcome and we are currently also planning to add more customisation to the dashboard in the near future. Please reach out to our support (https://support.pipedrive.com/hc/) to be added as a beta tester for customized dashboard. Thank you for the feedback!

Great system very easy to use and to get a fast visual what your pipeline is upto.

Aug 22, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: It's so easy to transfer the projects/deals from one stage to the other just drag and drop.
It's great that you don't have to fill out all the fields if you don't have the information it will still save as a deal with only half the information.

Cons: Very hard to import project, contacts, companies from old CRM systems when you swap over to Pipedrive.
When you import it doesn't pick up double ups so you end up with heaps of companies that are already in the system.

Pipe-drive is a helpful tool. I highly recommend using it to organize your leads

Aug 21, 2017
3/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Ease of use, stability of the software and the flawless integration. The processes are smooth and the functionality is intuitive and the programs accomplishes its goal. For the cost and the performance --- i highly recommend it.

Overall: Ease of use and i was able to manage my contact and leads fairly easily. This is a great product. Its gets the job done without all the extras. I would highly recommend if for a small company -- this software gets the job done!

Pipedrive is a tool --- and like any tool, the better it is, the better performance. I think it may be too simple of a tool. Not sure how to improve it -- I just know that the major strength of this software is its not nearly as complex as other CRMs but it does its job well.

Pipedrive is exactly what we were looking for!

Aug 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The user interface is great which makes our team actually use the CRM in the first place. Moreover, we are able to define different pipelines tailored to each market/segment. Finally, all the information and statistics are there.

Easy-to-use yet capable of covering all of our needs. This is the fourth CRM software that we are trying and we are sold. Pipedrive is the best.

Cons: The only thing that could potentially be improved would be adding social media integrations. In particular, one of the coolest features of Nimble (the last CRM we were using) is that whenever we added a contact, all of their social media profiles were readily available. This helped us personalize our approach.

Their CRM is superb!

Aug 17, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Good for managing sales pipeline. The CRM Management is great! Pipeline is close to the most optimized tool specially for sales pipeline. I love using this app.

Great value for money

Aug 15, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Really good SaaS

Pros: Flexibility, ease of use, simplicity. Lots of fields may be customized to the business's own cycle and needs. Great integrations.

Cons: Not a lot of features, some things are clearly a beta mode, like the forms. Mailing should be included in the most simple plan.

Overall Good. A bit limited

Aug 15, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Better than most options if you are looking for an affordable CRM

Pros: Pretty easy to use The visual pipeline itself was quite nice Support is helpful overall Has a mobile app which is pretty good

Cons: Certain functionality was limited and/ or required an upgrade I can't actually remember specifics on that. Just that there were some...

I've enjoyed using the software because it is simple to use.

Aug 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is a great reminder tool. I'm pretty useless at follow up. The reminders I get on my Pipedrive app have helped me close deals I wouldn't ordinarily have. So, the software has more than paid for itself over the time I've used it. I like that I can upload my proposals so that they are all in a 'client' file. Also, a great feature is the BCC, so I can always keep track of what emails I sent to what clients.

Cons: I think the task reminder ... I only get one reminder via email a day. Perhaps if it could remind me more than once. But this is such a small thing ...

Overall: Helped me close more deals more consistently.

Pipedrive - user friendly and very customizable

Aug 13, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The two most important features of Pipedrive are the large variety of customization and the usability of the product. On top of that, the fact that everything is stored in cloud is a huge benefit for the salesmen.

Cons: I did not encounter any major drawback when I used the product, but an suggestion could be offering an richer collection of tutorials or integration possibilities.

I used Pipedrive to manage 40 different accounts through a complex sales cycle.

Aug 11, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The software allows for contact storage and malleable transfer of contact information across accounts. Some of the accounts we managed had multiple contact points that overlapped across different accounts, so it was helpful to have this functionality.

Cons: The price per user is too high. In the interest of being frugal, we just shared accounts across multiple team members to bypass this, but this caused confusion and lacked efficient processes.

Fast, Easy, and Mobile

Aug 10, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: This would be the perfect solution with a set of pre-defined actions that we can take based on each stage in a process. For example, I'd like to be able to automatically update my clients as changes occur in their workflow, or send birthday wishes, or send new client information when they're added to the system. We need more CRM functionality...

Pros: Love the ease of use in creating a workflow, and using it to track production as well as the sales process.

Cons: Missing bulk mailing functionality based on workflow. It would be nice to be able to communicate status changes or create my own rules for communication with clients and potential ones.

Good but could be better

Aug 10, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Pipedrive is very easy to use it's very intuitive but on other hand it could be more aggregate in terms of search

Cons: The search option does not include phrases or parts of words that contain business names, and you type the full name to get results.

This product works well for me.

Aug 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It was nice to find a piece of software with all the features I needed that was not too robust and expensive for my needs. Onboarding was easy. I loved being able to schedule a call with support during this process so that I could understand the use the program to its fullest capability.

Cons: I have not run into any cons at this time. I'm only writing in this section to fill my 100 character requirement.

The best CRM I have ever used!

Aug 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: For my needs, this CRM product has proven to be exactly what I need to organize my business prospects. It allows me to record and easily track all the necessary steps of my selling cycle. The Pipedrive Customer Service was top-notch. Example: I scheduled a call for a specific day/time (via their website). The Rep called me exactly at the scheduled time. He answered all my questions and made sure I had a full understanding of the products features. The videos and webinars offer the visuals necessary to know how to use the system.

Pros: Ease of use Well-designed pages Everything necessary to track prospects through the sales process Easy scheduling for the next step with each prospect Customer Service is great Well worth the cost

Cons: I honestly do not have any Cons for this product! I don't have anything negative to say about this product.

Professional services user for three years

Aug 09, 2017
4/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: Good entry level software if you have not used a CRM before for tracking actual deals and managing a sales pipeline. I found it a bit weak for managing day to day contact interactions and tracking opportunities.

Pros: I found two features of Pipedrive to be particularly useful. The graphic interface managing deals was very intuitive and effective when presenting deal progress to my peers. I found it easy to customize where that capability was made available in the software.

Cons: I found it a bit difficulty to maintain the interactions with my contacts consistently. The steps to enter information for ongoing contact were not intuitive for me. I found it difficult to consistently enter and track notes of my activities with my leads.

Outstanding CRM platform!

Aug 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The flexibility of Pipedrive is outstanding! Being about to create our own workflows, rearrange them by simple drag-and-drop, naming them however we want...just priceless. We also love how Pipedrive prompts you to add future actions as you mark completed tasks as finished. This pushes us to always add that next action to the deal. User administration is a piece of cake. Having the running totals for what's in the pipelines gives visibility to us for what's coming in that we simply never had before.

On top of all of these amazing features, the flexibility we have in setting up products is outstanding as well. My whole team loves Pipedrive.

Cons: It doesn't always convince your prospects to buy your services. ;)

The only con I can think of is that you can't "@" (mention) your other users. Add that feature, and this box would be empty.

Overall: Organization of our pipelines. Accountability. Flexibility. Pure awesomeness.

Great product, but lack of features

Aug 08, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: UX ¿ it is really easy to adopt and use pipedrive Filters ¿ pipedrive is the only CRM with so powerfull filter options

Cons: In comparing to other CRM vendors, like amoCRM/Freshsales/etc, Pipedrive updates is not so often and awesome Pipedrive lack some important features, like: 1. Lead scoring. 2. Automated workflows. 3. Automated pipelines. 4. Tasks with simple checklists (Playbooks).

Very simple to use-flexible

Aug 07, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customization for what I need makes it a very good choice- quick learning curve- great online support- great reporting functions

Cons: Email integration is TOTAL, or you move over what is important. Unfortunately, you cannot eliminate unnecessary sections of an email thread- it's all or nothing

Overall: Tracks what I need

Overall I like it! There is room for improvement, and yet to explore all power features.

Aug 07, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: I see all my deals and everyone else so I get an overview of where we are at. Unfortunately my team members seem to think it takes too much time to add information, so I will be seeking ways to make it quick and easy...using text expander App is an idea I'm working on...perhaps the ability to have templates set up would be something to consider so it is easy to quickly fill out?

Cons: Unable to print any appointment, task, notes etc.
Am forced to do screen shots, which is really no good, especially if you cannot fit everything in the screen. Printing either as a pdf or straight to my printer is basic?

Overall: Better productivity, and helps me see where all my team are with their deals.

Vendor Response

by Pipedrive on September 25, 2017

Hi Michael, Currently, printing straight from Pipedrive isn¿t possible. You can use the browser printing option in order to created a print of the current page you are viewing in Pipedrive. We would be glad if you could reach out to our support on https://support.pipedrive.com/hc/ with some further explanation for the need of the printing option. This way we would have better understanding of the need and we can consider this for future updates. Your friends at Pipedrive

It's OK, but seriously flawed because it does not integrate with Outlook Calendar

Aug 03, 2017
2/5
Overall
2 / 5
Ease of Use
1 / 5
Features & Functionality
3 / 5
Customer Support
1 / 5
Value for Money

Pros: It is intuitive and easy to configure and use, it helps my team and me but it is seriously flawed because we (people in my industry) live in Outlook Calendar but Pipedrive does not integrate with Outlook Calendar. The seriousness of this disconnect by Pipedrive is growing by the day.

Cons: The system does not integrate with Outlook Calendar, the more we use Pipedrive, the more clear and serious this weakness becomes to us. I can not and will not recommend that other Property & Casualty Insurance Brokerage operations make the investment in this software until Pipedrive provides this most basic integration. This weakness in the Pipedrive system is such a huge disconnect for Pipedrive. Pipedrive's customer support acts as though they could care less, and as though we are the only people in the world that need this function. I can only assume that others before me did a better job of discovering this weakness (before making the purchase), and for that reason they elected not to make the purchase the software. Everyone in my industry LIVES in their Outlook calendar - I strongly encourage Pipedrive to figure this out.

Overall: Do not purchase this software if you need Calendar integration with Outlook.

Vendor Response

by Pipedrive on September 25, 2017

Hello Dana, That is very valid feedback, you are right when you said that you are not the first person to point out this limitation in regards to Outlook Calendar. I can assure you that our support does their best and does care about our customers. We now have Outlook calendar integration in the roadmap but, at the moment, we don¿t yet have a concrete ETA. One option is to sync your office365 or Outlook with Google and then sync Google with Pipedrive via settings -> personal -> connections. Then when you enable the Google Calendar and Contacts sync in Pipedrive it will actually also sync your contacts and activities to your office365 contacts and calendar. Another option would be to use a third party application to enable the sync between Pipedrive and Outlook: http://www.pipedriveoutlooksync.com/ This application is not developed by Pipedrive and will have extra costs. Again, thanks so much for your feedback. Your friends at Pipedrive

Simple and effective

Aug 03, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Ergonomic, simple to use ! Link a contact with an organization and and offer and that's it. You can customize your pipe, fields, get indicators on almost everything... Lot of features (email sync, filters...)

Cons: Never had to use the support yet so i cant say anything about it. Few integrations. I don't need it, there's one with slack but others could be an option

Horrible. I've asked you to stop billing me but you are continuing to do so. Will contact the bank

Jul 31, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: Nothing would not recommend it. Pipedrive doesn't respond to questions or how to get out of the deal.

Cons: Not good for a small staff who are just starting out. Pipedive doesn't respond to questions or how to get out of paying for the subscription even though I have asked twice in an email to unsubscribe me. Just got another recurring bill for July!

Overall: 0

Seamless and Extensive.

Jul 31, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love simplicity of the deals board. The layout is so simple and easy to use, that once I have set it up, the team get it quite quickly. They prefer it over Sales Force, as PipeDrive only focuses on the aspects that my team required.

Cons: The setup was simple if the company is simple. I found the tutorial too hard to follow to setup simply. There could be more work on forecasting as well.

Very nice CRM with thorough reports

Jul 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Ease of use, thorough reports
Features are very specific to mandatory Sales inputs and are easy to add data in limited period of time

Cons: still figuring out.
still figuring out.
still figuring out.
still figuring out.
still figuring out.
still figuring out.

Overall: Managed sales leads much efficiently

A simple CRM that can actually help the sales person without feeling he only has to report about it

Jul 27, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: I customised it within one week for a team of 8 so that we could fully functions as a sales team.
Quick views giving good insights on what is in te pipeline
Sales projections and progress of the deals are easily seen

Cons: Reporting is not so good for holding sales meeting.

But the hardest part is to have the sales persons getting used to it. Especially older ones. They have to see the benefit for them and not only their boss. Ofcpirse this could be said of any CRM.

I have experienced they I knew more about the system than the support.

Batch editing requires sometime and export into xls and import it again .

Probability per deal is not possible only per stage.

Bring in an agent to have their own pipeline is not so easy to do. You need to ensure the 3rd party cannot see your own deals.

Overall: I can contact my client when it is required even when I have hundreds of leads

Very good. The platform is easy to set up without customer support. Very clean.

Jul 27, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the platform and how I can menu-var the clients from first point of contact to disposition in the remainder fields until the deal is won.

Cons: I would like if the date notifications can be on the sales leads name from point view instead of having to click into the field. I somewhat forget when a due date is set and therefor I have to continuously open a field to check.

Overall: My firm can now easily track the sales leads. The best feeling is when I can see the sales lead move across the board until the deal is won.

Simplify Sales, Never Miss a Follow Up

Jul 27, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Ease of use and simplicity is what I like most. It can do a lot but it is not overburdened with features that I would not use.

Cons: That I cannot schedule an activity across all contacts in a particular group. I do some follow ups in bulk mail and I cannot annotate that in my records easily.

Overall: Close more deals, create more cash flow from existing customers. Simplify follow up process.

Needs some new features

Jul 24, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: It is very easy-to-use and offers all the 'must' features. However, for someone like me; who has to follow purchases from a single contact monthly, it is not very useful. It should have a feature to see how far a client make purchases, instead of signing a single deal.

Pros: Customer support on online chat is great. Also seeing it developing constantly is a huge plus. Price is definitely worth it.

Cons: They somehow slowed down on adding new features for a while.

Recommendations to other buyers: If you don't have to combine too many data on a single sales CRM, Pipedrive is perfect for basic tasks.

Sales funnel : We are using Pipedrive to follow our leads and opportunities.

Jul 19, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very convenient to do follow up. Red / green alerts, load email, files..Etc.. When you have more than 10 opportunities to follow, you need this kind of tools.

Cons: This software is so good that we would like to us for project (without money) : for example Key account management. You can save all you conversations, but it is not perfect to follow stages (even if you can built whatever you want). So is it due to the software or just because I did not find the best way to do it..

Great tool to drive your pipeline

Jul 18, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It's easy to understand and use, specially if you're used to services like Trello or other project managers. I also enjoyed the pipeline school when I had subscribed to the service.

Cons: About performance, it's slow sometimes. About pricing, price is too high for Brazilian users because dollar is too expensive now. I'd suggest a better pricing to retain more customers.

Overall: A more organized pipeline

concert managment

Jul 17, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: managmaent

Pros: managmaenttechnology easy ¿ for you and your attendees. No more dealing with multiple vendors, no more worrying about what devices attendees are using. The all-new Fusion 2.0 is the industry¿s only mobile-first all-in-one event technology.

Cons: managmaenttechnology easy ¿ for you and your attendees. No more dealing with multiple vendors, no more worrying about what devices attendees are using. The all-new Fusion 2.0 is the industry¿s only mobile-first all-in-one event technology.

A product that excels at what it intends to do

Jul 14, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Comments: We would have adopted this product in a heartbeat if it had resume parsing. But that was a brick wall we couldn't get past, so after 3 weeks of testing (for free) we opted with a more feature-rich but more-often-frustrating solution.

Pros: The ease of use for this product was through the roof. Easy to learn. Easy to get data in, and data out. Visually appealing, and very intuitive.

Cons: It didn't have the features that, ultimately, we decided we needed. Data input is manual - and while it was about as easy as manual input can get, manual data input would have slowed us down too much.

PipeDrive for the Win!

Jul 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I use this software to handle all of my potential real estate purchases and it does exactly what I was looking for.

Pros: It helps me remember everything I have going on so it doesn't slip between the cracks. I also like the ease of use with pipedrive. Very easy to input all you data and find it at a later date.

Cons: I wish you didn't have to pay extra from email integration but it's not a big deal to have my email screen open as well!

Pipedrive has been a game changer for my business

Jul 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Letting me know how much money I have on the table.
Tracking emails, notes, and task all in one place

Cons: How when you add someone new it just puts them in the middle not add them to the bottom or top of the list. You have to go find it.

Overall: Closing more sales and follow up

Great for what it does

Jul 13, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: Clear linear way to track sales. You can see the deals move along the path towards success. A good product.

Cons: Not really a CRM from my limited experience. The best part is the sales pipe. I think the limitations to teams could be an issue.

I'm finally not intimidated by a CRM

Jul 12, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: I'm busy so this was easy to learn, so easy to use. I was able to customize to fit my commercial real estate practice needs. I don't like having to put a lot of words in a feedback section, this is a waste of my time, but I wanted to go on the record and express appreciation for a product that I'm actually using. Several members of my Vistage group recommended it. In fact, one member graciously came over and showed me how simple it was to set up; import contacts and get started.

Cons: I don't always want to get "help" in a text box talk back and forth; I'd rather talk to someone on the phone.

Nice CRM

Jul 11, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: After used several CRM (Salesforce, Insightly and other small CRM software), I found Pipedrive easy to use, intuitive and moderate in price. Maybe you won't find as many options as the big ones but it covers the basic requirements of a CRM.

Pros: Price, easy to use, drag to move ahead on sales pipe

Cons: Lack the option to print reports.

Recommendations to other buyers: If starting using CRM, Pipedrive is a good starter option.

Difficult to Implement and lacking some functions

Jul 11, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: Disappointed I chose it.

Pros: Inserting a new contact & organization is quite easy. And the help team really try. Easy to CC your outgoing emails into the system. Pricing

Cons: Importing contacts into the system is very difficult. The interaction with say Mailchimp was only exporting contacts to Mailchimp. No flowback of data from Mailchimp of emails sent and opening data etc. Tech support only available from morning in North America which is difficult from Europe.

Sales team found our perfect CRM

Jul 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: i would recommend this software to any sales team in any industry.

Pros: The software is extremely intuitive, and easy to use. Very easy to upload and manage leads and pipelines. Unlimited amount of contacts. Email sync service makes it simple to track emails between clients and sales people. The reporting on this software makes it simple to manage our sales team as well.

Cons: I have absolutely no complaints, everything works perfectly and this software is extremely powerful if you use it properly. Links to your email service and google drive/calendar, as well as survey money and mail chimp.

Simple, powerful salesforce management tool perfect for smaller businesses

Jul 11, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I have used many tools and while this doesn't have all the bells and whistles as many others this is a very simple product to use and the price is right.

Pros: They do a great job at managing the pipeline process and they make the process of adding and updating the sales pipeline easier.

Cons: I don't like that it is very difficult to get data out of the system for reporting. None of the reports is printable which is not ideal.

Keeps me on track for sales

Jul 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, reminds me to schedule followup automatically, good customization to my sales industry.

Cons: Wish it had just a little more customization, such as automatic time stamping and would show the persons name in the organization list view.

Overall: Have closed 33 accounts in 3 months by using the Pipedrive pipeline, which means more commission money in my pocket! Thanks Pipedrive!!!

It's great! I will be switching our entire team over this fall!

Jul 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use! I had another CRM that we were using that took me 3 months to get properly set up and then it was full of glitches. This took me about 2 hours to be nearly completely up and running.

Overall: It's keeps me organized and more productive. I know that's the goal of all CRMs, but our previous CRM was a disaster...hard to set up, time waster entering info, it didn't auto ask you to enter follow-ups. So far, I can't say enough good things about Pipedrive!

Excellent sales focussed CRM that sales people are loving

Jul 07, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use - our sales people hated our previous CRM and didn't use it; however they have completely embraced Pipedrive within days of it being introduced, and its starting to make a real difference in terms of deal visibility, increasing sales activities, and making more sales. Highly recommend it.

Cons: Not much. There are a few small features that could speed up configuration - for example copying pipeline setups, grouping pipelines into groups. But these are minor suggestions...On the whole, the system does what its meant to do in a simple and efficient way.

Overall: Visibility on sales, sales pipeline, sales team member performance and non-performance, increased sales...

The most amazing CRM ever

Jul 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The best UI that I have seen on any cloud based solution. Their API is pretty amazing as well. It's super easy to learn.

Cons: Nothing really! If you get their gold plan that supports Gmail Email two way communication - it can get expensive.

Lovely experience. We are much more organized now. I love live support. Always helpful, always fast.

Jul 04, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Th fact that you can write, take notes, log calls, edit contact information, all on one page.. everything that you want to see about a deal, client, activity is easily accessible. I like that there are different views, (Deals - list view, and the other one, Activities) Helps us get through certain tasks faster. I love the early reminder emails sent to me about the day's activities that I set up for myself the day before.

Cons: Although I can log an activity eg. a Call and "Mark as done" I want to be able to record voice calls within PipeDrive (the actual call) ..both on the Android App on my phone and on the Desktop App. Also, I'm not able to bulk edit activities to change the assigned person within PipeDrive and set a time for those activities. I have to filter my contacts, export, edit in Excel and reimport, so I can set activities. I find the .csv / Excel editing a bit cumbersome and lengthy.
Please make this easier

Overall: Organization. It really keeps us on track towards our sales goals and any other things we want to accomplish. Distribution or offline advertising materials, relationships with our villa owners and managers, interviews. Its really helpful.

I've used Salesforce.com for 15 years. PipeDrive is faster, easier and better suited for my needs.

Jun 30, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Uncomplicated to learn and use. It works intuitively. The import capability is THE best I've ever seen.

Cons: Reporting capability is more limited than I'm accustomed to. Enhancements here will be welcomed.
The filtering approach today is fine for screen views - but reports serve us better.

Overall: Rapid implementation and easy configuration.

Very ambiguous

Jun 28, 2017
2/5
Overall
5 / 5
Ease of Use
1 / 5
Features & Functionality
3 / 5
Customer Support
1 / 5
Value for Money

Pros: I like this software is easy to use, configure (for the most) and has the support you need, until you get to no support.

Cons: I purchased gold mebership for my client, who was really eager to start working with this system -as it fits real estate lead workflow really well- especially for the Two-way full email sync feature, a huge percentage of the decision to purchase this CRM, and potentially use it with multiple seats for the organization.
During the setup, I came through some problems with the supposedly flawless email sync with every email service in the market (as offered in every sales/setup video or page on the site) and customer support simply said I should go back to silver plan as this will not work with my email service.
The problem is a technical issue as the accounts on webfaction (my hosting provider) authenticate with mailbox name instead of email account. Sounds pretty simple if you have the right team, and I think it could bring in some revenue to pipedrive from silver-to-gold upgrades.
I a still looking for an alternate solution but I really wanted this to get to the right person.
Still hope you can help my client Ivo.

Overall: None yet. Some expenses to hook up with wordpress via gravity forms, and setup process if we yet dont know if we will use (without full email sync).

the software I've been waiting for; turbocharged my biz dev work.

Jun 27, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: it makes it easy to keep track of a zillion different leads all in various stages of development. it keeps me on task. it's well designed, so that I rarely wish it were different. and when i do, it often turns out that it's the way it is for a good reason. love it.

Simple, straightforward CRM tool

Jun 27, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It's best feature is the straightforward user interface. Someone can use this tool effectively with minimal training, allowing quick implementation and immediate efficacy.

Cons: Feature limitations. Users have limited ability to automate functions, making high volume sales campaigns cumbersome.

Overall: Process organization and organizational transparency.

Flexible software, great visuals

Jun 27, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The visuals of where deals are in the pipeline are awesome. I can visually see what deals haven't been contacted in a while, and where the sticking points are.

Cons: No general "add" button. To add a person, organization, deal, etc. - first I have to click into that tab of the software area, and only THEN can I add a record.

Overall: We use this software to manage incoming deals every day - adding tasks, contacts, organizations and potential projects. It's easy to visually see where deals are in the sales pipeline, and manage all of the related information.

Awesome lead management tool which becomes pretty indispensable after a few days.

Jun 27, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Straight forward, nice to look at, easy to use, it's one of those tools that you don't think about, you just use it because you cannot think of doing it differently. This is some of the highest compliments I can give to a tool.

Cons: There are a couple of email sync and attribution issues that I have to work out with Support. It's complex to figure out, but I'm working on it. It might be a bug, it might be my mistake. I'd wish for an email opening tracking feature like cloze.io offers.

Since we have implemented Pipedrive tracking our leads and opportunities has become a lot easier

Jun 23, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: The automatic prompts to schedule follow up activities is a useful feature. This allows us to maintain good records of interactions with customers

Cons: The auto complete feature in addressing doesn't cover our key areas of Barbados and the Caribbean very well.

Overall: Easy maintenance of customer interactions

Simple, Effective, Easy to use, basically describes Pipedrive

Jun 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We are medium sized business that are expanding, and needed an easy to use sales tracking tool, what we liked about this software was its ease of use, drag and drop style interface and how customisable it is!

Cons: We do not come across any cons, as in the pros, this software is fit for purpose, and easy to use...

Overall: Easy sales tracking, great integration with Mailchimp and Zapier

Great, Intuitive Software that has to be, but can easily be enhanced with additional services

Jun 20, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Many functionalities and ease of use for administrators (team and system), set up (both quick and intuitive) and team.
Most functions that are missing can easily be replaced with easy to use Zapier integrated tools.

Cons: It definitely requires additional software like Zapier. (Zapier being the only costly one that's definitely required though)
Especially the missing email template feature is annoying because workarounds are never ideal in this case.
Some kind of button that instantly triggers integrations would be extreely helpful.

Lightweight CRM app for small team

Jun 16, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Pipedrive is very intuitive and easy to use. This app has been used by our customer success specialists and they love it. I especially like the graphic visualization of the particular phases of the sales process.

Cons: We've been trying to set ups several separate instances and switching between them was a pain. I am not sure how this app will scale and work out for the larger teams.

Cracking system

Jun 15, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Great, cost effective and efficient system. Love it as do my staff. SImple to use, logical all in one. DIrect email and drip feed campaigns would make it better but I understand thats not what they are trying to be.

Pros: Value, intuitive, easy to use

Cons: doesn't offer direct email and Ai

Recommendations to other buyers: Check it out

Having never used a CRM system before, I was dreading it, but Pipedrive is great. Easy, logical.

Jun 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Notes, planned activities are easy and logical, helps with account planning and sales rep evaluations. Customer Service is outstanding!

Cons: No place to put our prospects website address and I'd like the ability to have reps see all other rep's deals but not have the ability to edit other rep's deals

Not bad. You have to jump back and forth between different functions many times.

Jun 13, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Easy entry of information and attaching to deals. The ability to customize the headers is a plus, especially for companies that like to be a little creative. Mobile access is a plus.

Cons: 1. When you pull up a scheduled call, the phone number you are to call does not appear. This is annoying.
2. Items on the calendar do not tell you who or what deal is scheduled.
3. I would like to have a complete month view of the calendar
4. All data items for people and companies should be available in either for entry. In other words, I should be able to put in my contact information AND the company information without having to jump back in forth between "people" and "companies".

Overall: Good depository for contacts and lead information.

Pipedrive is the most intuitive CRM system out there

Jun 13, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It's very easy to use and everything is intuitive. It's very action oriented and drives action in the pipeline. The integrations with Google Suite is great, and other integrations are easy as well. We use Pipedrive for managing our Sales pipeline, Funding pipeline and recruitment.

Cons: Booking meetings with more than you contact person are tricky. Then you need to go to your calendar program to invite. Furthermore, I would like email templates and better lead scoring processes.

Overall: More sales and more effective sales processes

Review

Jun 12, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features a standalone sales automation module with options for integrated channel management and web self-service capabilities.

Cons: Pricing seems a little steep for my company, could do with a little more friendly GUI apart from these works fine