Pipedrive

Vorteile

Der Aufbau der Pipelines hat Pipedrive sehr schön gelöst. Auch an sich der einfache und simple Aufbau.

Nachteile

Der Kundensupport ist nicht zu empfehlen, genauso wenig die Schnelligkeit von Pipedrive. Es finden sehr oft lange Wartezeiten statt, bis sich etwas öffnet (auch im Inkognito-Modus, anderen Browsern etc.) und Pipedrive unterbindet zeitweise den Support - sie lassen dann lediglich den Selfhelp-Chatbot laufen.

Wenn man Support erhält, ist dieser oft überfragt bzw. "muss nachfragen" und wenn er dies getan hat, erhält man Antworten auf die der Support nicht weiterhelfen kann.

Vorteile

Die Einfachheit des Systems ist wirklich angenehm, kann man an einem Vormittag aufsetzen und die Dashboards sind ebenfalls einfach aufzusetzen

Nachteile

Teilweise sind die funktionalitäten eingeschränkt, beispielsweise das Lead Management von Personen ist sehr nervig da man fast nur mit Deals (Opportunities) arbeiten kann. Lead Scoring ist ebenfalls definitiv ausbaufähig, da braucht man einen Profi damit man das aufsetzen kann.

Vorteile

Es ist intuitiv bedienbar und meist selbsterklärend.

Nachteile

Dass ich bei weitem noch nicht alle Funktionen kenne.

Vorteile

Pipedrive lässt sich intuitiv bedienen, ist einfach aufgebaut.

Nachteile

Es lässt sich wenig in der Software selbst individualisieren.

Vorteile

Die Einfachheit die Übersichtlichkeit und der gute Kunden Service.

Nachteile

Der Preis ist leider etwas zu hoch .Aber sonst sehr gut

Vorteile

Pipedrive unterstützt uns bei der Email Akquise, ertstellt automatisch Verzeichnisse und Ordner und spart jede Menge sortieraufwand

Nachteile

das Nutzen eines gemeinsamen Kalenders haben wir noch nicht hinbekommen

Vorteile

Benutzerfreundlichkeit, einfach, nahezu selbsterklärend. Hilfreich. Hat meinen Arbeitsalltag erleichtert. Habe kein Papier mehr

Nachteile

Nicht alles was ich machen möchte klappt. Ggfs. Liegt es auch noch am Anwender. Bin noch stark in der Findungsphase. Beispielsweise gibt es keine Möglichkeit Geburtstage von Kontakten zu filtern, bzw. erinnert zu werden. Das wäre natürlich als Vertriebler ein MUSS. Weiterleitung einer E-Mail geht nur komplett. Ich kann keine Zeilen oder so rauslöschen.

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

Das Produkt überzeugt mit seiner Nutzerfreundlichkeit

Nachteile

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

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

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

Funktioniert weitgehend automatisiert und erleichtert sehr die Arbeit

Nachteile

Integration in Exchange Kalender ist fehlerhaft

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

Very easy to enter new contacts into the system, or to do a bulk import. Very Easy to search for contacts via the search query, including custom fields. You can select multiple contacts at the same time and edit their information in a multiselect format. Very easy to create custom columns that will enable you to organise the information that you need.

Nachteile

Not the best with organising tasks automatically or checking for overlapping tasks.They do not have a lead generation tool in the form of a lead capture technology or widget.Does not have an email marketing integration like more modern Real Estate CRM's

Vorteile

Does everything I need without having to do massive amounts of configurations.
Great UI/UX, Fast and intuitive.
Data can be in easily managed in bulk and exported and imported back in.
Automation Tools and Integrations with Make.com, Zapier are relatively easy to setup
Smart Documents, great inclusion considering the alternatives out there are priced so high.
Email Integration is pretty solid, if you team are able to be transparent adds a lot of clarity to deals/organisations.

Nachteile

Missing some customisation features which could help with business rules you want your users to follow or understand.
Not all data is easily accessed via API or Excel.
Price, Product models to simplistic for my particular use cases.

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Warum Pipedrive gewählt wurde

Slow, Poor UI, Required much more configuration to get the basics.

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Pipedrive

Easy of use, Price, Feature set and Intergrations

Vorteile

It is a resource for basic information gathering.

Nachteile

It is not designed for complex data entry. Outside of text, there is no way to creatre formulas to help make the date compute beyond typed text.

Vorteile

There are many ways to customize and complete tasks that can be set for each user. I can grow with the service, upgrading to higher tiers for more tools.

Nachteile

All the customization can make it difficult to decide how to best implement the services across the company. The base tier restricts the use of certain tools that would be extremely beneficial to a small start up, such as automated cadence emails.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum Pipedrive gewählt wurde

PipeDrive is a more robust CRM than LessAnnoying. It allows for much more customization and room for growth.

Gründe für den Wechsel zu Pipedrive

Salesforce is too complex for where my business is currently at. It would be too cumbersome to teach to a small business with tools that aren't necessary yet and not worth the price.

Vorteile

Ease of use ......... Easy to progress names from Lead to Customer

Nachteile

Nothing from a sales point of view It gives clear visibility of the status of the client .

Vorteile

It has a super easy user interface. Not a whole lot of features needed to use it for pipeline management.

Nachteile

A lot more stripped down contact management tool than some of the other major players.

Vorteile

Pipedrive is ace for managing our sales pipeline. It's really intuitive, which is great for onboarding new sales reps. I haven't had any dramas with tracking deals and keeping everything organized. The reporting features are pretty good too.

Nachteile

To be honest, it's not as feature-rich as some other CRM systems I've used. It could do with some extra marketing automation tools. Also, the mobile app could be a bit better. But that's about it.

Vorteile

I love how integrated everything is - making our customer relationship management much more seamless!

Nachteile

Perhaps the interface can get a little facelift

Vorteile

I like the visual clarity of Pipedrive. Deal tracking is simple, and the mobile app is very convenient.

Nachteile

I wish there were more options for customizing reports. Email integration could be improved.

Vorteile

It was ok, it was easy to operate and understand

Nachteile

Lagged sometimes if Internet was having issues

Vorteile

Everything just works well. Well developed software. Good user interface.

Nachteile

Not all the features I needed and cost was a bit more than other options.

In Betracht gezogene Alternativen

HubSpot Marketing Hub

Warum Pipedrive gewählt wurde

Much easier to use. Intuitive. Lower cost than Salesforce.

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Pipedrive

Great usability and easy to use on a daily basis.

Vorteile

The best thing by far is the automated emails. We have workflows that trigger an email within 10 minutes of an action taking place. Without it, I'd have to constantly check my inbox. It's saves us a lot of time for more outreach and prospecting.

Nachteile

The setup was pretty gruelling for us. The property and workflow setups in particular took longer than we'd anticipated.

In Betracht gezogene Alternativen

Zoho CRM, Salesforce Sales Cloud und HubSpot Sales Hub

Gründe für den Wechsel zu Pipedrive

Pricing was an important factor for us and Pipedrive looked more than capable enough at half the price of some of the others.

Vorteile

The API is the cornerstone of Pipedrive for me and my company. We have a very fluctuating target group and update our Leads every month, which was a pain in the past but the API makes a breeze.

All around the API, the Automation and Filters allows our sales team to really concentrate on sales instead of checking leads and making decisions, they can just go down the prepared list and call.

Nachteile

I'm only reporting/reviewing from the perspective of an admin user, and the only downside I can see is that with the mass of our leads we need to temper ourselves when updating because of the 10k a day rate limit.

Vorteile

I love the amount of details you can input into this program. We need to have lots of different notes and details and variables for our business, like leads versus deals, and then for each contact we need to know where we got that client, why, what organization they are a part of, the organization's address, phone number, and the individuals addresses/phone, plus we are able to add activities, notes, whether the lead is cold, warm, hot, etc. The organization and details are endless, and it's incredibly helpful - this is truly how you educate an entire organization on every detail needed to know of a lead or client.

Nachteile

It is admittedly a bit hard to learn - it's very user-friendly, but because of how many capabilities and opportunities that Pipedrive has, it takes a bit to learn all the ins and outs.

Vorteile

With PipeDrive I always track. My sales growth rate and manage it well.Email tracking is now easy with this tool,has excellent tools which enabled us to grow more than we targeted.Data is safe and you can access it instantly when you need it.The best thing about it is that it can be used even by the beginners of for those with small business.

Nachteile

PipeDrive offers its best .I have no complains about it.

Vorteile

It has helped us solve the problem of disorganized sales processes by providing clear and structured way to manage our deals and leads.
Also it has improved customer relationship management.

Nachteile

It is easy to navigate and user friendly nothing that i dislike towards it.

Vorteile

Reporting functionality seems better than HubSpot.

Nachteile

Support when they're having server issues, which is all too often.

Vorteile

Our sales department uses it as a tool for the total management and sales process. It gives a database of prospective clients and keeps track of new applicants to maintain communication with them. We finally have a solution that allows us to keep track of all of our sales in one place and monitor their progress over time. Pipedrive's many features will enable us to accomplish our goals and more, including the collection of prospect information and the scheduling of follow-up meetings.

Nachteile

Larger organizations with a more extensive client database may benefit from an increase in the program's memory capacity, which becomes taxed when dealing with a significant number of registered contacts.

Vorteile

Pipedrive is simple to use and doesn't require extensive reading to grasp how it works. They offer some wonderful tutorials to aid with anything that may arise. It's an excellent tool for anyone looking for something easy to use and inexpensive. The tools allow our small team to keep track of emails, leads, and lead stages all from a single dashboard. Pipedrive is designed specifically for sales professionals. The management reporting tools are there and improving every quarter, but Pipedrive stands out for its ease of use for salespeople.

Nachteile

One disadvantage to using Pipedrive is that you have to pay extra to use some custom fields in the reports, and the fee can be rather high, especially if you want to unlock all of the features.

Vorteile

Absolutely nothing. We weren't able to use it for the past 10 months.

Nachteile

The service - from the top down;
Pipedrive needs to take a hard look at its service. There is no question that your approach is not a customer centric one. Instead, you implement policies, procedures, and scripted responses that work to ensure your staff and the company as a whole will not succeed in today's environment which requires both critical thinking and a common sense approach.

Vorteile

Pipedrive's intuitive interface, visual pipeline, and robust automation simplify lead management. Customization and insightful analytics enhance decision-making, boosting overall efficiency and results.

Nachteile

Pipedrive's pricing might be a bit steep for smaller businesses. Occasionally, advanced customization requires technical expertise. Some integrations could be more seamless.

Vorteile

Easy to use. Also simple to merge and remove duplicates.

Nachteile

You have to upgrade for some features, not always clear.

Vorteile

I like that everything I need to know is right there on one screen.

Nachteile

What I liked least was not being able to figure out how to use automation tools with it (and that's probably 100% my fault).

Vorteile

Pipedrive is a CRM that is incredibly user-friendly. It's easy to set up and navigate, making it accessible for even those who aren't tech-savvy. What I really love about Pipedrive is how highly customizable it is. You have the ability to tailor the software to your specific needs, which is a huge advantage.

Nachteile

One thing I don't particularly like about Pipedrive is that it can be a bit pricey. However, I believe that the price is worth it for the features you get. Another drawback is that Pipedrive doesn't have a built-in phone system. However, you can integrate it with third-party phone systems as an alternative.

Vorteile

It simplifies complex sales tasks thus saving us a lot. It also helps us massively on lead generation and follow up.

Nachteile

I like everything about the software. I have not yet experienced any shortcomings with the software.

Vorteile

You can track a lead from opportunity capture all the way project completion.

Nachteile

To really get the most out of Pipedrive you do need to add-on services. The cost is not too high, just be ready to spend more if you want to do more.

Vorteile

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

Nachteile

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

Vorteile

Facile à déployer et à prendre en main, fonctionnalités flexibles mais très professionnelles

Nachteile

Tout a bien fonctionné pour moi, je suis satisfait

Vorteile

Ease of use for me and my team. Keeps us on track and engaged. It has become the software solution to that drives our sale meetings.

Nachteile

I am unsure how this software would scale to an enterprise solution (I have a salesforce background)

Vorteile

I appreciate Pipedrive's straightforward user interface, its flexibility for customization, and its extensive range of integrations, which is unmatched in its category. I would even describe it as modular, as you can easily add almost any feature you desire through third-party integrations. This ensures that you're never restricted by the limitations of what Pipedrive may not excel at. On the other hand, if you prefer an all-in-one solution, Pipedrive still outperforms its competitors in this aspect.

Nachteile

I'm not particularly fond of how certain basic features are restricted to higher-priced plans. While I lean towards the 'modular' setup, the lowest-priced plan is the most logical choice for me. However, I do miss some features like prioritizing important fields based on the deal or the stage of the person/organization in the pipeline. In the past, I subscribed to Pipedrive's top-tier package, but I found the automation features to be underwhelming. They are somewhat limited, and the triggers don't always function as expected.

Vorteile

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

Nachteile

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

Vorteile

It’s incredibly easy to move data from your old CRM and set up your pipelines. Even easier to manage opportunities at every stage. The alerts, activities and send from Pipedrive features are great for keeping organised and the forecasting function is decent too.

Nachteile

It is geared around the sales process/kanban view so can be a little limiting when using it as a hybrid marketing & sales CRM. The insights dashboard building area is good but it doesn’t allow you to create bespoke charts/tables for every possible data point (fair enough for the price point).

In Betracht gezogene Alternativen

monday CRM und monday.com

Warum Pipedrive gewählt wurde

I inherited Insightly from a previous employee and it was a bit of a mess; we needed to simplify the sales process and get a much clearer view of our pipeline and marketing/contact data. Pipedrive was the obvious choice.

Zuvor genutzte Software

Insightly

Gründe für den Wechsel zu Pipedrive

Price, simplicity of setup and wide range of easy-to-implement integrations were the main standout benefits of Pipedrive.

Vorteile

The calendar integrations with Google and Microsoft365. Ability to create templates for emailing.

Nachteile

There is a reasonably steep learning curve, although the support website and the chat services are beneficial.

In Betracht gezogene Alternativen

Zoho CRM, Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Pipedrive

Pricing and some familiarity with the product from a prior experience.

Vorteile

O que mais gostei foi: a capacidade de se integrar a diversas outras ferramentas; a interface, que é fácil de usar e muito intuitiva; a gestão da plataforma, que oferece uma visão clara e completa do funil; e a capacidade de personalização, que se adapta às necessidades específicas de cada negócio.

Nachteile

Apenas o preço, pois pode ser um fator decisivo para pequenas empresas ou profissionais autônomos.

Vorteile

The simplicity. The UX and the UI. It's super easy to set up, even for a non-technical person.

Nachteile

Reporting seemed to be pretty limited in what you are able to do. Some of the metrics you can only view in "this month" mode, and not everything you can see in a timeline to track it over time.

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Warum Pipedrive gewählt wurde

The switch was from the Free plan of HubSpot. The first paid tier had 5–10 seats included, while I only needed 3, so it didn't make sense to upgrade. So, we switched to Pipedrive.

Zuvor genutzte Software

HubSpot CRM

Gründe für den Wechsel zu Pipedrive

The best UI and UX. It didn't feel that overwhelmed with all the features and stuff.

Vorteile

It covers the basics of what we need in a CRM.

Nachteile

It has limitations when you have multiple product lines or locaitons

In Betracht gezogene Alternativen

HubSpot Marketing Hub und Salesforce Sales Cloud

Gründe für den Wechsel zu Pipedrive

Against one option, price and complexity. Against the other it seemed like customer service was just better.

Vorteile

Goed inzicht in de verkoop funnel. Alles in één scherm in beeld.

Nachteile

Bij het niet goed functioneren van de software ben je in de aap gelogeerd.
Je kunt pipedrive alleen via de chat bereiken. Als je daar iets opzet, ontvang je een antwoord na uren of zelfs dagen. Zij komen dan niet met een oplossing slechts met excuses. Zo kan ik bijvoorbeeld nu al 14 dagen niet meer factureren vanuit pipedrive. Als je een serieus bedrijf hebt, doe dan geen zaken met deze club!