Pipedrive Erfahrungen

Vorteile

Pipedrive hat einen simplen Aufbau, läuft als WebApp super stabil und performant. Die Aufgaben sind klar zu verteilen und email templates und workflows erleichtern die Arbeit.

Nachteile

Die im Vergleich zur Konkurrenz schwache Inbound Lead Management Performance. Die API ist schlecht dokumentiert und es (zum. nicht out of the box) Lead rotation zwischen den Sales Managern

In Betracht gezogene Alternativen

HubSpot CRM

Gründe für den Wechsel zu Pipedrive

Preis-Leistung und Umfang zum Start ausreichend

Vorteile

Erschwingliche bezahlte Pläne Unbegrenzt anpassbare Verkaufspipelines Auf maschinellem Lernen basierender Verkaufsassistent für alle Pläne API-Zugriff für vollständige Anpassung Workflow-Automatisierung für die meisten Pläne Funktion zum automatischen Ausfüllen von Kontaktinformationen für High-Tier-Pläne Integrierte Telefoniefunktion bei den meisten Plänen

Nachteile

Kein kostenloser Plan Begrenzte benutzerdefinierte Felder und Berichte für die meisten Pläne Telefonischer Support nur auf der höchsten Stufe

Vorteile

Super netter und schneller Support wenn man mal Fragen hat. Das Pipedrive Interface ist auch sehr einfach und übersichtlich.

Nachteile

Am wenigsten hat uns gefallen, dass manche Funktionen nicht ganz zu Ende überdacht wurden, zum einen der das optional mehr kostende "Lead", dort kann man z.B. einen Chatbot, Livechat und Formulare nutzen, leider kann man diese nicht direkt mit einem Event trackend bzw. Conversiones messen bei z.B. Google Analytics oder Google Ads, dass gibt es bei fast allen anderen Anbietern, die einen Chatbot anbieten, dass dort eine Messung erfolgen kann. Daher finden wir es eine frechheit für ein zusätzliches Paket namens "Leads" mehr Geld zu zahlen, wobei man da nicht mal Messungen vornehmen kann.
Ansonsten ist der Chatbot leider recht minimal gehalten, keine Möglichkeit stränge im Chatbot zu kopieren, oder vorgefertigte Texte zu nutzen als Supporter im Chat. Alles Sachen die schon in jedem Chattool vorhanden sind.

Vorteile

Funktioniert weitgehend automatisiert und erleichtert sehr die Arbeit

Nachteile

Integration in Exchange Kalender ist fehlerhaft

Vorteile

- übersichtliche Benutzeroberfläche - leichte Nutzung - auch für kleinere Betriebe erschwinglich

Nachteile

- nicht so viele Marketingtools und Automatisierungen wie andere Tools (sieht z.B. Hubspot)

Vorteile

Das Produkt überzeugt mit seiner Nutzerfreundlichkeit

Nachteile

Ich brauche weniger Zeit mit diesemProdukt und kann mich so anderen Tätigkeiten zuwenden

Vorteile

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.

Nachteile

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.

Vorteile

1) You can send emails directly from the platform! This gives you an edge on your communication efforts and helps you trigger alerts, get notifications and manage a large volume of clients - often simultaneously.

2) The interface is very easy to use and there is no steep learning curve necessary for one to get accustomed to the platform. This also encompasses of how easy it is to navigate through the platform.

3) PipeDrive can seamlessly integrate with many third party service providers. We have had no problems integrating PipeDrive with MailChimp, Slack, Gmail, LinkedIn, etc

4) PipeDrive will never let your leads go stale. Leads that need following up with will be highlighted based on the criteria designed by the user. Intuitive icons beside each lead can give you a detailed picture as to what stage of your business process the lead is on and what required action needs to be taken.

5) PipeDrive makes it super easy to enter leads and move them through various stages of your business process.

6) Inter-departmental communication is a breeze. I've noticed a strong synergy between our sales and marketing department after implementing PipeDrive in our organization. It's very convenient to identify high potential leads and PipeDrive eliminates the need of trying to give the next department a detailed back-story about leads during a hand-off. This saves a LOT of time.

7) Dashboards can help you evaluate and track project progress at a glance.

Nachteile

1) We are unable to send one email to multiple contacts. Right now, we have to send them out one after the other. Sincerely wish they look into this.

2) Usually hands when processing large volumes of data.

3) Not suitable for large firms and organizations. I deem this to be an entry/Beginner CRM platform.

4) There aren't any built-in marketing and contract management tools.

Vorteile

Pipedrive is simple to use and very easy to see what's happening visually. It's great for onboarding new team members and pulling data and information you need if it's not overly complicated. It has some great features like customizable data fields and pipelines and workflow automations that will automatically send emails or generate tasks for you as you work and move pieces. It integrates with many high demand products like Textline, Gmail and more. The storage has been fantastic.

Nachteile

As soon as Pipedrive makes a change, something goes wrong. It seems everytime the software is updated there is a glitch to be fixed. Or if we attempt to make changes to automations, we lose the feature of auto-generation for a time being. Their help-chat is not all that helpful unless you commit to staying on with them and hammering out the issue until they send it to the engineers/developers. There are some limits to what web forms and automations can do at this time. The "insights" feature and dashboard are clunky and not inuitive for charting your company's progress. Even more frustrating, you can't seem to eliminate pieces you don't use so the side menu gets filled with pieces like "marketplace" and "products" that you may not even use.

Vorteile

It has a user-friendly interface and easy-to-use features.Customizable pipeline stages to fit specific sales processes.Ability to track deals and assign tasks to team members.In-depth reporting and analytics to improve sales performance.

Nachteile

Limited integrations with other software tools.The mobile app can be slow and buggy at times.

Vorteile

1. Interface that is simple and easy to use: Pipedrive features an intuitive interface that is user-friendly and makes it simple for users to get started and quickly master using the platform.2. Customizable: Pipedrive users can add custom fields, design unique views, and create bespoke reports to match the particular requirements of their businesses.3. Integration with other tools: Pipedrive has a number of other tool integrations, including with Google Calendar and email systems, which helps to improve workflow and productivity.4. Task and activity management: Users can stay organised and on top of their activities with the help of Pipedrive's powerful task and activity management tools, which include the option to set deadlines and reminders.5. Sales forecasting: Users may predict future sales and make wise business decisions using Pipedrive's sales forecasting features.

Nachteile

Pricing: Compared to other CRM products on the market, some users may find Pipedrive's pricing to be on the expensive side.Limited integrations: Pipedrive does integrate with a number of tools, but there aren't as many as there are with other CRMs.Lack of some features: Some customers might discover that Pipedrive is deficient in some functionality, such as sophisticated project management or customer support facilities.Pipedrive has limited customization choices, so while it does offer some, some users may not find them to be very accommodating.Complexity: A small learning curve may be necessary for some users to properly utilise all of the platform's features.

In Betracht gezogene Alternativen

Zoho CRM

Gründe für den Wechsel zu Pipedrive

Task and activity management: Users can stay organised and on top of their activities with the help of Pipedrive's powerful task and activity management tools, which include the option to set deadlines and reminders.

Vorteile

I've been using Pipedrive for a while now, and I've got to say, I'm really impressed with the software. What I like most about it is its simplicity and ease of use. The interface is clean and intuitive, making it a breeze to track and manage my sales activities, from initial leads to closed deals. Plus, the analytics and reporting tools are top-notch, allowing me to easily monitor my sales performance and identify areas for improvement.Another aspect of Pipedrive that I really appreciate is its integration with other tools. It seamlessly integrates with my email, calendar, and CRM, streamlining my sales process and making me more productive. And, the best part is, it's highly customizable, so I can tailor it to meet my specific needs and requirements.

Nachteile

While I have found many things to love about Pipedrive, there are a few areas that could use improvement. One thing I like least about the software is that some of the advanced features can be a bit difficult to access and use. It can take some time to get the hang of these features and figure out how to use them effectively.Another issue I have encountered is that the software can be slow to load at times, especially when working with large amounts of data. This can be frustrating and slow down my work, especially when I need to access information quickly.Finally, I've noticed that the mobile app could use some improvement. The interface can be a bit clunky and some features are not available on the mobile app, which can make it difficult to manage my sales activities while on the go.These are just a few of the things I like least about Pipedrive, but it's important to note that these issues are minor compared to all the great things the software has to offer. Overall, I find Pipedrive to be a valuable tool for managing my sales activities, and I would recommend it to others.

Vorteile

Although there is no free plan available, one of the advantages of this platform is its acceptable cost to subscribe, especially for those who have just started entering the field of business and have a limited commercial budget, startups and small companies. One of the most exciting things about subscribing is the ability to fully customize via API access, and provide unlimited and customizable pipelines keeping in mind that you may need a development team for that.The machine learning assistant feature that supports the sales assistant has made the implementation of tasks through this tool more easy, effective and with a positive return.Auto-filling contact data and automating the paths you plan to take within your business plan is something special, in addition to being available for all subscription plans.The possibility of extracting some of the necessary information that you need in analyzing customer behavior by tracking web visitors, for example, and revealing the organization to which this visitor belongs, how they found the website, the duration of their browsing, etc. Information of this type that is useful in the marketing behavioral analysis of customers and keeping pace with changes in proportion to the need market.

Nachteile

The lack of a free trial period may cause some people to hesitate to decide to subscribe.Making the telephone support service exclusive only to subscribers of the plan with the highest level is something that is not understood honestly and raises a big question mark.And I have to sync my email in order to be able to send emails from PipDrive which can cause some confusion for the user.

Vorteile

As a company, we make large-volume offers and experience long-term sales follow-up processes. For example, 1 sale can be closed in 3 years or in about 3 months. Thanks to Pipedrive, we can easily follow these processes. In addition, since we can customize our sales steps as we want, we can get a full response to our own needs.

Nachteile

For example, although the value of the Turkish Lira against the Dollar is low, I can say that its prices are still reasonable. It was also an important point for us during the decision phase.

Vorteile

Pipedrive offers a user-friendly and effective solution for sales management. The platform provides a clear visual representation of the sales process, making it easy to track and manage deals. Pipedrive also offers helpful automation tools, reporting capabilities, and integrations with other tools.

Nachteile

Pipedrive may not have all the customization options that some businesses need. The platform's learning curve may also be steep for some users, and it may require a lot of manual effort to set up and maintain.

Vorteile

The most appealing feature of Pipedrive was its customization. Although it is made to be user-friendly and straightforward, it also offers extensive customization options for fields, displays, and procedures to better meet the demands of each business. The platform is very adaptable and allows for a lot of customization in order to fit it to the unique requirements of the business.

Nachteile

The thing I liked least about Pipedrive is that it can be difficult to understand and utilize. It might not be the best choice for people who are brand-new to CRM software because it takes a lot of time and effort to learn all of its features and functionalities.

Vorteile

Pipedrive is easy to use and usually doesn't require tons of reading to understand how it works. They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest. It's a great tool for someone who wants something that is simple to use and doesn't cost an arm and a leg. The features are great for our small team to keep track of emails, leads and lead stages all from within one dashboard.

Nachteile

There are a few things that would have made it way more useful for our use case.
One of these is the inability for one team member to view the mail tracking features on emails sent my other members. I person A sends an email to client 1, I cannot see the mail tracking feature to see if the client read the email or not. I have to ask each team member individually if their client "saw" their email.
Another common issue is syncing. Sometimes, the platform is unable to sync emails from other accounts like Hey and it takes us a lot of time getting them to show up within the system.

In Betracht gezogene Alternativen

Insightly und Zendesk Suite

Warum Pipedrive gewählt wurde

Streak didn't have many features that we needed to manage our leads and contacts.

Vorteile

Ease of use, good service. I also appreciate how fast they ship updates.

Nachteile

It is a little bit too much focused on sales for me, as I am mainly using the CRM features but I understand that that is its main use for most people.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum Pipedrive gewählt wurde

It was recommended to me.

Zuvor genutzte Software

Highrise

Gründe für den Wechsel zu Pipedrive

Cheaper and more lightweight and web based. Also I saw how fast people were adopting it.

Vorteile

I love how easy this was to set up. It took less than 15 minutes to upload my students & set up multiple pipelines to track their progress.

Nachteile

The billing was a little hard to navigate. I signed up months ago, but when the free trial was over somehow I was placed on the most expensive plan and when I reached out about it I was not given steps to downgrade, so I gave up. I tried doing this in Airtable & Hubspot - both took too much time 8 energy and had more steps then pipedrive. This time I figured out on my own how to set myself up with the most inexpensive plan to start, which is $19.

In Betracht gezogene Alternativen

HubSpot Marketing Hub

Warum Pipedrive gewählt wurde

Active campaign was just too clunky, and felt really heavy and cumbersome to use. I prefer lightweight, fast, easy to set up and use tools that make me happy when I use them.

Zuvor genutzte Software

ActiveCampaign

Gründe für den Wechsel zu Pipedrive

Faster & much more simple! I tried to set this up in hubspot and it required at least 5 more steps for every program and course I was setting up. Too many steps is an automatic no for me. Pipedrive has no steps to set up, just type into template,m!

Vorteile

Pipedrive was soooo easy to implement for our company. It is very user friendly and tech support is a email away. The most important aspect of Pipedrive is having all our customer files in a central location, easily accessible to keep notes and to set tasks for ourselves allowing us to provide excellent customer service that was not always perfect just using an Excel spreadsheet. Sorting all of our customers into different pipelines and stages is awesome too! Easily see where everyone is.

Nachteile

The email feature has not been working. We use Yahoo Small Business for our emails and for some reason our emails unlink from Pipedrive and now we are unable to relink them but that's not a huge issue as each customer file in Pipedrive has it's own link you can paste in the BCC of your customer email and it copies it to that customer's Pipedrive.

Vorteile

Pipedrive has some of the best integrations have seen at that price point in any industry -- the customer lookup in Trello being a prime example.

The overall product quality is also incredibly high -- e.g., we can see all export reports ever pulled in the system for audit purposes.

Nachteile

The biggest gap is consistent with almost any CRM on the market -- while we can drag & drop or bulk change statuses of tasks in spreadsheet mode, we can't change the task order within stage.

Pipedrive *does* have some capability to hack this which we did on occasion -- specifically, just change up the event dates in the tasks and assign a custom field to be your actual due date -- it was clunky but it worked, and ultimately just use Trello for deal management.

In Betracht gezogene Alternativen

Salesforce Sales Cloud, SugarCRM und HubSpot CRM

Warum Pipedrive gewählt wurde

needed more CRM capabilities

Gründe für den Wechsel zu Pipedrive

general BCC of email, ability to do bulk edits, and drag and drop between stages

Vorteile

I like how simple and intuitive Pipedrive is to use without the bloat of a huge CRM and complex features a small business or sales department may not need. It has good integrations, notifications for customer actions, and easy sorting for customer profiles.

Nachteile

Nothing I dislike about this software, all is good. I am trying to think if there is anything I dislike and there is nothing on my mind.

In Betracht gezogene Alternativen

ActiveCampaign und HubSpot CRM

Warum Pipedrive gewählt wurde

ActiveCampaign was too bloated for our sales organization and we did not need all the complex marketing automation, and Pipedrive in comparison is very lean and easy to use.

Zuvor genutzte Software

ActiveCampaign

Gründe für den Wechsel zu Pipedrive

Easy integrations, lack of marketing bloat, ease of use in UI, customer alerts

Vorteile

Pipedrive is one of the best tools ever. You can have a very complete CRM system but also, a contact center, chatbot, email mkt and dashboard with personalized reports

Nachteile

There is no cons for our team and company it´s great

In Betracht gezogene Alternativen

Airtable

Warum Pipedrive gewählt wurde

M Dynamics was very difficult to use and not so friendly for the team

Zuvor genutzte Software

Dynamics 365

Gründe für den Wechsel zu Pipedrive

The price and features that pipedrive have

Vorteile

Super easy to use, well prices. I think the biggest advantage for my team is the reporting module - easy to customise reports.

Nachteile

Maybe it could have more fancy stuff to help generate/manage leads from the marketing perspective. It simply could have more features around lead generation or maybe some AI to help us get more out of our leads (more deals)

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum Pipedrive gewählt wurde

We needed more complex reporting. The price was lower too

Zuvor genutzte Software

HubSpot CRM

Gründe für den Wechsel zu Pipedrive

Less complex, easy to use, price

Vorteile

We have tried and bought countless CRM's for our small Commercial Real Estate firm. We've spent over $100,000 reviewing, consultants, setting-up time (dedicated payroll) and purchasing the CRM software. No matter how many times we try to move-on to the latest and greatest CRM software with all the newest features, we keep going back to Pipedrive. The simplicity, clean layout, customization (without a consultant) and price just keeps us coming back to Pipedrive.

We can make countless custom form fields, add phone, text, chat, IVR, email. They have a generic version of AI which looks up a contacts Social Media info and business data. There are management controls and reporting.

The software could be more robust and add more Multi-Channel marketing features, but we haven't found a better system for the price or one that didn't require another 6-month long "consultant" to customize it, only to learn that what we really wanted was not doable. I'm finished searching for and customizing CRM's because Pipedrive has done the job well-enough for us.

Nachteile

The software could be more robust and add more Multi-Channel marketing features. We prefer CRM's that have all of the communication features included, such as email, chat, text, call, etc. Recently, Pipedrive added a phone system, but you are required to upgrade to a "Pro" account. We would prefer to just pay for the feature per agent, vs increasing the price for all of our agents for a simple feature like adding a phone, etc.