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

Pipedrive lässt sich intuitiv bedienen, ist einfach aufgebaut.

Nachteile

Es lässt sich wenig in der Software selbst individualisieren.

Vorteile

Es ist intuitiv bedienbar und meist selbsterklärend.

Nachteile

Dass ich bei weitem noch nicht alle Funktionen kenne.

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

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

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

Nachteile

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

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

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

Das Produkt überzeugt mit seiner Nutzerfreundlichkeit

Nachteile

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

Vorteile

Funktioniert weitgehend automatisiert und erleichtert sehr die Arbeit

Nachteile

Integration in Exchange Kalender ist fehlerhaft

Vorteile

pipedrive have a clean and intuitive design that makes it easy to navigate

Have some great and easy intregations like email, calendars, and marketing software

is great for Sales Tracking

Nachteile

is pricey for small teams

The reporting options could be more robust

Vorteile

Pipedrive unites many products and functions under one umbrella, from lead capture and website chat to bulk emails, calendar setting, and project management. It's a very complete tool what, while not perfect, has become an extremely useful part of my workday

Nachteile

The only cons are that not all of my other marketing tools integrate seamlessly into Pipedrive, resulting in some extra typing to update inbound leads. Additionally the filtering/group management could be more intuitive. These are very minor quibbles overall

Vorteile

pipedrive has a lot of features and is easy to use

Nachteile

pipedrive customer service is utter garbage, I have been locked out of my primary account for days. They will not call you and if you cant log in then you cannot chat. and their AI support is idiotic at best.

In Betracht gezogene Alternativen

monday.com und Asana

Warum Pipedrive gewählt wurde

looking fo rmore features, and I did not like the new version of basecamp

Zuvor genutzte Software

Basecamp

Gründe für den Wechsel zu Pipedrive

from demoing it, i liked the interface better

Vorteile

I like that it helps me keep organized in all my tasks. I also like that it integrates so well with Gmail.

Nachteile

The mobile version is hard to navigate and as a result I rarely use it.

Vorteile

I like that there’s multiple ways to document details for a client. I like the note section I like being able to have a source ID to connect my account to a wrap easily.

Nachteile

I would like better reporting availability options so I can see different levels of how the pipeline is being done, especially in the won my section

Vorteile

The search function at the top is great. I use it all the time to find contacts, deals and organizations. I like how the data on leads, deals, persons and organizations all are can be customized and linked together.

Nachteile

I use Pipedrive as a marketer. The basics are covered (what we need for now) but I miss good reports for newsletters and the ability for tracking clicks from newsletters to our website.

In Betracht gezogene Alternativen

HubSpot Marketing Hub und HubSpot Sales Hub

Gründe für den Wechsel zu Pipedrive

Hubspot Marketing was limited to one domain. We have several software products with different domains and target audiences. We needed to be able to handle communications from all our domains. Pipedrive did not have any domain limits in their price plan.

Vorteile

Fairly intuitive and easy to use CRM software

Nachteile

Expensive for multiple users. Email interface not great.

In Betracht gezogene Alternativen

Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Pipedrive

Cheaper per user pricing, but still not cheap for multiple users.

Vorteile

Pipedrive features a user-friendly interface and intuitive logic, along with strong customer support and almost seamless automation options. It also includes a Lead Inbox—a feature not found in all CRMs. And is easy to set up.

Nachteile

If you delete an old email address of a person—for example, if someone changes jobs and companies—all emails sent to that old address will disappear. This is an important issue for us.

Vorteile

Pipedrive had lots of options and kept a great history of all files emailed to contacts. I found it hard to use. I tried using for at least 2 months on 2 different occasions but just couldn't get into the habit.

Nachteile

It was tedious to use. I just could not make the habit stick. It seemed like a lot of duplicate entry.

Vorteile

Easy to pull data, easy to make new reports

Nachteile

UI/UX is not as sophisticated as, for example, salesforce

Vorteile

It is a fast and intuitive setup to start. If you have sales know-how, it is going to be an easy adaptation. The integrations also work well.

Nachteile

I think the user view with too many possible added features makes it a bit confusing. Maybe that should be just for administrative roles.

In Betracht gezogene Alternativen

ActiveCampaign

Warum Pipedrive gewählt wurde

I believe Pipedrive is a lot simpler to use compared to Salesforce.

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Pipedrive

Because of integration possibilities with our existing platform.

Vorteile

1. The custom propert option is a fantastic addition for setting up workarounds for when the standard properties aren't enough.2. The automated workflows are great as well. You can set up automations for everything from logging activity and moving leads down the pipeline, to sending a simple introductory email.

Nachteile

It's difficult to become a confident user in the beginning. It would be a lot better to have improved onboarding.

In Betracht gezogene Alternativen

Salesforce Sales Cloud und HubSpot Sales Hub

Gründe für den Wechsel zu Pipedrive

The other tools are bigger, but Pipedrive seemed like the most robust tool out of them, so we decided to go with it in the end. The price tag was also a major advantage for Pipedrive, especially over Salesforce.

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

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

Pipedrive is user-friendly and keeps your sales process organized. Its interface is clean, straightforward, and easy to navigate. The platform offers significant customization options, including automation, workflow management, integrated email, activity tracking, insights, and reporting.

Nachteile

The complex sequence, advanced automation workflows, and detailed customer segmentation features are missing.

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

I really love the Pipedrive's UX. It's extremely intuitive and easy to use.

Nachteile

The main one in my opinion is that I can't have as much freedom to manipulate data in the dashboard section.

Vorteile

I like ease of implementation and integration into our systems.

Nachteile

The pricing went on the roof recently, although it's paid by the company.

Vorteile

I love how Pipedrive helps to create sales funnel from scratch.

Nachteile

I don’t have anything that i don’t like about this product.

Vorteile

Reporting functionality seems better than HubSpot.

Nachteile

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

Vorteile

The quality of the leads we are getting from this tool is second to none.

Nachteile

I do preferred the old version of the app because it was considerably cheaper.

Vorteile

It can generate a good sales funnel and the best thing is the follow-up of leads to be able to follow up with potential customers. It also optimizes tasks, automates them and unifies sales processes.

Nachteile

Some small features are missing to further enhance the user experience such as being able to track assets.

Vorteile

The tool is effective in helping us improve performance through effectively handling marketing,

Nachteile

The cost is a little bit expensive compared to any other alternatives

Vorteile

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

Nachteile

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

Vorteile

Simple to use CRM system, suited to SMB’s. Decent reporting and analytics and good workflows.

Nachteile

Quite limited in terms of customisation. Emails inside the platform weren’t great.

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

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

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!

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

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

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

Nachteile

Tout a bien fonctionné pour moi, je suis satisfait

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

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

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’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

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

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.