Pipedrive: Use-Cases, Insights and Reviews | 2024 Cuspera

Name: Pipedrive
Brand: Pipedrive
Rating: 4.48 (18903 reviews)

4.48 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(18903)

Sales CRM & Pipeline Management Software

AI Powered

Pipedrive Overview

Pipedrive is rated as the #1 user-friendly CRM tool. A 14-day free trial is offered to help grow your business and gain qualified leads.

Use Cases

Customers recommend Engagement Management, Lead Tracking, Communication Management, as the business use cases that they have been most satisfied with while using Pipedrive.

Other use cases:

Sales Document Management
Lead Management
Contact List Management
Generation Of New Leads
Pipeline Management
Forecasting
Workflow Management

See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Pipedrive.

Other priorities:

Enhance Customer Relationships
Improve Internal Communications
Improve Efficiency
Scale Best Practices
Enter New Markets Internationally Or Locally
Improve Visibility
Improve ROI
Build Brand Awareness
Shorten Ramp Up Time
Grow Market Share
Improve Brand Engagement
Launch New Products
Establish Thought Leadership
Improve Stakeholder Relations
Improve Navigation
Increase Average Basket Value
Increase Customer Life Time Value
Improve Digital And Social Presence

See all business priorities See less business priorities

Pipedrive Use-Cases and Business Priorities: Customer Satisfaction Data

Pipedrive works with different mediums / channels such as E-Mail. and Phone Calls.

Pipedrive's features include Personalization, Dashboard, Recording, etc. and Pipedrive support capabilities include Phone Support, Chat Support, 24/7 Support, etc. also Pipedrive analytics capabilities include Analytics, and Custom Reports.

Reviews

"Without our rigorous approach to customer success, Mybanker would not exist. When it comes to performance metrics and sales reporting, less is more. With the help of visual tools like Plecto and Pipedrive, we are able to have all the essential data ...we need at our fingertips so we can focus on the activities that close deals." - Jesper Jakobsen

Pipedrive, Salesforce Sales Cloud, HubSpot CRM, Zoho CRM, Freshsales, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Pipedrive

Top Industries

Computer Software
Marketing and Advertising
Information Technology and Services

Popular in

Small Business
Mid Market
Enterprise

Pipedrive is popular in Computer Software, Marketing And Advertising, and Information Technology And Services and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Pipedrive Use Cases

How does Pipedrive facilitate Engagement Management?

Pipedrive Engagement Management facilitates consistent client interaction by enabling users to schedule follow-ups, track opportunities, and manage communication. It streamlines activities with automatic reminders and customizable task management. However, Pipedrive's lack of a dedicated address or contact book limits account management beyond closed deals.

"...It is an easy tool to use with a control of the clients and sales made managing the opportunities that are visible you have a follow-up of the emails, activities and notifications that you make..." Peer review by Samuel J, Business Analyst

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What benefits does Pipedrive offer for Lead Tracking?

Pipedrive facilitates tracking leads through their progression into deals, from initial contact to successful closure. The system enables users to easily manage and monitor leads, enhancing sales efficiency. However, Pipedrive lacks the capability to track leads geographically.

"...Our entire team can keep track of what deals are in what phases-..." Peer review by Bailey S., Information Technology and Services

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How does Pipedrive facilitate Communication Management?

Pipedrive provides email tracking and management features. It enables users to send personalized emails and monitor engagement levels. The platform offers integration with email services for streamlined communication. Pipedrive does not allow sending emails to multiple contacts simultaneously.

"...It's a great way to begin tracking emails without the trouble of configuring and installing a full CRM..." Peer review by Darrell "Jeremy" Freeman

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Why is Pipedrive the best choice for Sales Document Management?

Pipedrive enables organizations to track and manage sales documents, including proposals, contracts, and quotes, in a centralized location. It provides features for tracking interactions with customers and managing sales pipelines. Pipedrive's functionality is limited by the lack of an open API and the inability to send quotes directly through the application.

"...No contracts, No account limits, No hidden fees, No charge for phone/email support, No charge for API key and a free 30-day trial...." Peer review by Andrew U., President, Management Consulting

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How efficiently Does Pipedrive manage your Lead Management?

Pipedrive facilitates efficient management of sales prospects, enabling users to track, organize, and forecast sales leads. It provides a structured approach to lead management, enhancing organization and automating tasks. Pipedrive's capabilities might be insufficient for businesses requiring advanced features beyond basic lead management.

"...Pipedrive is well suited for bulk upload/export contact storage, management of leads, and the tracking of new business prospects...." Peer review by Director in Information Technology

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94+ more Business Use Cases

98 buyers and buying teams have used Cuspera to assess how well Pipedrive solved their CRM needs. Cuspera uses 18903 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Jesper Jakobsen Business Strategy Manager Mybanker	Without our rigorous approach to customer success, Mybanker would not exist. When it comes to performance metrics and sales reporting, less is more. With the help of visual tools like Plecto and Pipedrive, we are able to have all the essential data we need at our fingertips so we can focus on the a...ctivities that close deals. Testimonial By Jesper Jakobsen
Viktors Pedcenko CEO Trainify	I’m drowning in list of tools I use, so it is important for me to have a better functionality; more tools in one toolbox. Having CRM and email marketing in one tool has accelerated the preparation of campaigns, as there is no extra data export/import necessary. Testimonial By Viktors Pedcenko
Tiffany Largie Entrepreneur Tiffany Large	At that time there were different kinds of software for people coming into the sales game, but they were always complicated: they required a lot of feeding in data, so I never adopted any. There was all this data all over the place. Not only could I not keep up with my own data management, but I al...so couldn’t keep up with the people who were working for me. I knew we were leaving money on the table. I started hunting for software and I felt that all these engineers were building software that had great data, but if you really understand the mind of the salesperson, they really didn’t work. It was too much to keep up with. Testimonial By Tiffany Largie

CUSTOMERS	TESTIMONIALS
Jesper Jakobsen Business Strategy Manager Mybanker	Without our rigorous approach to customer success, Mybanker would not exist. When it comes to performance metrics and sales reporting, less is more. With the help of visual tools like Plecto and Pipedrive, we are able to have all the essential data we need at our fingertips so we can focus on the a...ctivities that close deals. Testimonial By Jesper Jakobsen
Viktors Pedcenko CEO Trainify	I’m drowning in list of tools I use, so it is important for me to have a better functionality; more tools in one toolbox. Having CRM and email marketing in one tool has accelerated the preparation of campaigns, as there is no extra data export/import necessary. Testimonial By Viktors Pedcenko
Tiffany Largie Entrepreneur Tiffany Large	At that time there were different kinds of software for people coming into the sales game, but they were always complicated: they required a lot of feeding in data, so I never adopted any. There was all this data all over the place. Not only could I not keep up with my own data management, but I al...so couldn’t keep up with the people who were working for me. I knew we were leaving money on the table. I started hunting for software and I felt that all these engineers were building software that had great data, but if you really understand the mind of the salesperson, they really didn’t work. It was too much to keep up with. Testimonial By Tiffany Largie

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Wilderness International	NA	CASE STUDY Wilderness International "Reduced Carbon Footprint By Preserving Over 3,000 Acres Of Rainforest And Raised Over €2 Million For Conservation Projects."; Read More
Lisbon	NA	CASE STUDY Lisbon "Competitive Salary, Health Days, Company Library, In-House Coaches, Employee Stock Ownership Plan, Flexible Working Hours, And More."; Read More
PropriLib	NA	Case Study PropriLib Increased Their Sales By 300% And Achieved A 40% Reduction In Administrative Tasks. Read More

Video

A Quick Demo of Pipedrive CRM

Frequently Asked Questions(FAQ)

for Pipedrive

What is Pipedrive?

Pipedrive is a sales management CRM tool designed for the sales and marketing professionals to help them handle all the admin related tasks and focus only towards boosting sales.

The platform is customisable and offers features like visual sales pipeline and Smart Contact Data to manage leads and deals, dashboard for insights and reporting, privacy and security, and mobile apps and integrations. Also it facilitates easy communication through features like direct call facility to clients using click-to-call feature, reminders, follow-up alerts, and notifications etc.

The AI powered sales assist feature inbuilt in the tool provides personalized inputs on performance, automation recommendations and trend charts. To help reflect on the sales process, the UI of the tool offers customization of workflows using drag-and-drop interface.

What is Pipedrive used for?

Pipedrive is a CRM Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Engagement Management, Lead Tracking and Communication Management .