Pipedriveの評判・口コミ 全39件

What do you dislike?

Lacks a few key reporting capabilities such as trending on pipeline metrics and saved report templates.

What do you like best?

Straightforward sales pipeline management tool with nice user interface and focus on next steps.

What do you dislike?

Pipedrive used to have a quick and easy way to create "filtered lists". This would typically be used to display a spreadsheet-like screen printout of current customers, for example. Unfortunately in mid-2015, they changed this feature and made it way way worse, with no noticeable advantages. What used to take 10 seconds to run now takes around 2 minutes and lots of scrolling, which is really annoying.

After countless emails to customer support about this issue, they replied with, "we've tweaked it, please check it out again." However it still works (1) Slowly and (2) Requires user input to manually scroll/load. I gave up trying to solve this issue with them because they did not seem to understand my request even after sending them a video of how poorly it performed.

What do you like best?

- I have used a variety of other CRMs (including 3 years with Salesforce) and this one is the biggest bang for the buck!
- It's is intuitive to use. You can see the different businesses, the people associated within each business, and the Deals
- It's fully integrated with Gmail, which means that all emails associated with a Deal get added

Recommendations to others considering the product:

I recommend taking advantage of the migration feature if you're going from Salesforce to Wordpress. That allowed me to be onboarded quickly as a customer

What do you dislike?

I don;t really dislike any part. Maybe I'd improve the way to search into "Lost" deals.

What do you like best?

Everything is around deals (the real thing). For example, in other SWs I used, you first define a contact, then a company, then relate both, then open a deal, and then relate them all.
In Pipedrive, you just open the deal and the contacts and companies are defined on the fly if the system "sees" they are new!

What do you dislike?

It would be extremely helpful to have text reminder capability, a brief texted daily activity list notification in addition to email notifications, perhaps instead of email notifications.

What do you like best?

This year is my first attempt to use a CRM. I convertrf from Insightly to Pipedrive and so glad I did. Pipedrive is much faster, much more versatile, and much more customizable. Pipedrive is also the CRM highly recommended by my business coach. I particularly like being able to simply schedule and activity and give it the appropriate type, rather then having to decide whether it's a task or an event. I've integrated it with my Google calendar which in turn populates my outlook calendar. And it puts the activities on the calendar at the correct time. I also like that it prompts you to schedule activity when one is completed, allows taking notes in addition to scheduling activities, and shows a sequential history of activities emails and notes. It's very easy to view pipelines and see which deals in the pipeline's have activities scheduled, which ones have overdue activities, and which ones have no one scheduled.

Find the mobile app extremely user-friendly. Particularly it allows me to dictate notes into activities and other areas using the voice to text on my smart phone. It also allows drag-and-drop when adding an activity to the calendar to adjust the time and duration

Again this is my first time using a CRM, so I only have the one comparison