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

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

Has good lead generation forms, web visitors tool is very handy as well.

Nachteile

They recently released a project management tool, it's very incoherent and unfortunately is much more trouble than what it's worth. Was expecting to have an 'all in one' system but it fails to achieve this.

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

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

Web-based and easy user interface was one of the important reasons we chose Pipedrive. And most importantly, it is very good to be able to do our sales stages ourselves and to be able to transfer between sales processes with the drag and drop method.

Nachteile

It would be better if there were flexible quotation formats and we could integrate these formats with our own company's quotation format and send the quotations from Pipedrive.

Vorteile

The platform's ability to automate repetitive processes and mange leads and deals through a customizable pipeline has streamlined and increased the efficiency of my team's workflow. I can say Pipedrive is an excellent sales pipeline management tool.

Nachteile

It is quite expensive when compared to alternatives. The cost of additional add-ons can quickly add up, which can be frustrating for businesses looking to cut costs.

Vorteile

Pipedrive has a simple and user-friendly interface, making it easy to navigate and use. It's also highly customizable, allowing users to tailor it to their needs.Its core focus is on managing the sales pipeline, and it does it well. It allows users to visualize and track the entire sales process, from lead generation to closing deals.Pipedrive integrates seamlessly with email platforms like Gmail, Outlook, and Yahoo, allowing users to manage their emails from within the app.It integrates with a wide range of tools and services, including marketing automation, analytics, and customer support, making it a versatile tool for businesses.

Nachteile

While Pipedrive offers some basic reporting features, it lacks the more advanced reporting options that some businesses may require. Besides, unlike some other CRM tools, Pipedrive doesn't offer built-in phone or video calling, which can be a drawback for businesses that rely heavily on these communication channels.

Vorteile

Pros:"Intuitive and visual sales pipeline.""Highly customizable.""Seamless mobile app experience.""Integration with other tools.""Helps sales teams close more deals and grow their business."

Nachteile

Cons:"Limited reporting and analytics features.""User interface may be overwhelming for some users.""The cost of some of the advanced features may be expensive for smaller teams."

Vorteile

The pipeline management is good in this tool, it has a good base feature set, the problem is however, that many core things are MISSING or dont work right out the box.

Nachteile

From the outset, this product looks good value, which is likely why it has so many great reviews, however, the more you use it and the moment you need to contact support, you realise the trouble you've got yourself into. If you are a team greater than one, then DO NOT use this software (remember, you might want to grow in future too).

In Betracht gezogene Alternativen

Freshsales, Salesforce Sales Cloud, Keap und HubSpot CRM

Gründe für den Wechsel zu Pipedrive

We choose Pipedrive because of its pricing at the time, and its base feature set was enough for us to grow into, however, during this time we've grown to a large team and uncovered dozens of massive issues, to switch would cost us a considerable investment time and money wise, we feel stuck and cheated as this company is too busy spending money on flashy new features that don't work properly to fix major issues with their workflow and existing feature set.

Vorteile

Their pipeline view is fantastic, no doubt about it and that's what attracted me to the product in the first place. Their web form and chatbot are quite helpful as well.

Nachteile

Support isn't very helpful. Many times during my association with them I have felt that we are completely helpless and stuck fending for ourselves. They are polite but ineffective. We have been unable to create any new accounts on the system for over 3 weeks and ever after raising multiple tickets there is no update and no solution. Forget about using their mobile app it hasn't worked for over a year.

In Betracht gezogene Alternativen

Zoho CRM, Agile CRM und HubSpot CRM

Warum Pipedrive gewählt wurde

Zurmo had some nice gamification features but as an open source tool it was clunky and we felt we were ready for a more advanced solution.

Gründe für den Wechsel zu Pipedrive

The user experience was fantastic, and it still is but unfortunately we did not evaluate the quality of support at the time.

Vorteile

So easy to setup and get started, syncs the email accounts beautifully.
I setup forms through our Wordpress site using Elementor, and used a plugin called *Elementor Pro Form Widget - Pipedrive CRM - Integration* to send all submissions directly into Pipedrive. Every form submission shows up in Pipedrive "New Leads" automatically creates a new contact, lead and note using information from the contact form.
Very good price for this application! Sales team is very organized now, and accountant was happy we didn't break the bank!
The sales team is very experienced in sales, but they definitely learned something new with the activity-based selling process :)

Nachteile

Pipedrive embed form is a bit slow to load in the page, I had trouble putting multiple forms on one page (as popups, didn't load), and limits styling etc but nice to have as a quick simple option to get started. In the end didn't use it.

Don't use zapier / zaps to send from web forms, not worth the extra $$ per month - if you use Wordpress and Elementor - get Elementor Pro Form Widget Pipedrive CRM Integration from Code Canyon, makes the connection an absolute breeze with more customization options.

There is an issue with using an email alias from our Gsuite account: it keeps defaulting to using the original email address (with old domain) which team doesn't want. We're going to have to remove the alias and make it its own email account for it to show up correctly. We've asked for support from both Pipedrive and Google, and no one understands why our alias doesn't work.

In Betracht gezogene Alternativen

Zoho CRM, Salesforce Sales Cloud und monday.com

Gründe für den Wechsel zu Pipedrive

Best features and best value. Pipedrive understands sales, and the sales team barely needed training with Pipedrive, they opened it up and just "got it." Wasn't expensive at all, very reasonably priced.

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

When Hubspot stopped working because of technical errors I started trying literally every CRM I could find. Pipedrive was definitely one of my favorites because of its price and features. Customer service was also pretty good and responsive.

Nachteile

Ultimately the fact that I couldn’t use my custom email signature was why I didn’t go with Pipedrive. I also didn’t like the overall UI, it seemed a bit outdated to me and it was harder to navigate than other CRM’s I tried.

In Betracht gezogene Alternativen

Agile CRM, monday.com, Keap und HubSpot CRM

Warum Pipedrive gewählt wurde

Hubspot started sending all my emails to spam. My emails worked just fine on every other platform except Hubspot. I then switched to Zendesk Sell but they had a watermark on emails sent and were far too expensive.

Zuvor genutzte Software

HubSpot CRM

Gründe für den Wechsel zu Pipedrive

I didn’t. I chose Salesmate. Much better platform, same price (if not cheaper), better laid out, better features, and works all the time. No glitches.

Vorteile

Set Up very simple and easy to manage all the tools. I like the dashboard and the look and feel as well as the business forescating.

Nachteile

Is not easy to link with ERP or Billing Platform. They must improve the integrations for easy integration with another platforms

In Betracht gezogene Alternativen

Salesforce Sales Cloud und Zendesk Suite

Warum Pipedrive gewählt wurde

To link the appointments without exit from the tool.

Zuvor genutzte Software

Zoom Meetings und Microsoft Teams

Gründe für den Wechsel zu Pipedrive

Price and ease of use

Vorteile

It's super easy to setup and keep running. The support team -- the best ever in my 20+ IT sales experience.
For sure would be my choice if changing job or building a company. No doubt.

Nachteile

Price, it's a little expensive.
The pre-sales (SDR part) could be a little stronger and cheaper. If you have a heavy/complex process here, maybe you will need another software to handle your leads before send to the sales team.
The analytics was very good for us till a moment. We move on to a BI (Google Stack) to handle all information needed.

In Betracht gezogene Alternativen

Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Pipedrive

Price and the easy to setup, run and change process over the time.

Vorteile

I have had the opportunity to explore and evaluate Pipedrive software. In my experience, Pipedrive is a highly effective customer relationship management (CRM) software that helps businesses streamline their sales processes. One of the main advantages of Pipedrive is its user-friendly interface, which makes it easy for both sales representatives and managers to use. Additionally, the software offers powerful reporting and analytics features that provide businesses with valuable insights into their sales performance.

Nachteile

While Pipedrive has many benefits, there are some cons to consider. For instance, the software's pricing model requires businesses to upgrade to a paid plan to access some of its features. Also, some users have reported that the software can be slow to load when working with large amounts of data. Despite these drawbacks, I believe that Pipedrive remains a highly effective tool for managing and optimizing sales operations.

Vorteile

Email integration
Mobile app
Customization

Nachteile

Email integration - I would love to be able to assign an email to multiple deals.
Email flagging - I would love to be able to flag an email as important, like stars in Gmail, or have the ability to convert it to an activity.
Email on the mobile app - doesn't exist, which forces me to use my Gmail