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

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

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

Well integrated CRM that works. Clear, easy-to-navigate from company to lead to deal.

Does not try to pretend to be a jack-of-all-trades. An excellent integrations universe provides options for superior specialist apps to provide improved functionality in that area of speciality. Looking at you Ontraport.

Pricing is reasonable:- we are paying £150 for three users. Not cheap - its on the edge of our own affordability, but not as expensive as the frankly ridiculous HubSpot pricing.

Nice free trial process and easy to start without nonsense of having to be sold to be some US-based rep for which I just do not have the time. Keap lost out to us here...

Nachteile

Maximum of 1 000 names on an email. Even as a small SaaS business we will be hitting this limit with six months. The work around is relatively simple: we have used MailChimp, for which there is a great integration in PipeDrive.

Using MailChimp means we do not need PipeDrive Professional (and MailChimp is cheaper than the extra cost of Professional over Advanced) but I would rather pay a bit more for an integrated solution.

Design is perhaps not as slick as HubSpot, but the ease of adding additional fields to contacts, jumping between companies and contacts is better.

Weak/no LinkedIn integration. Surely this must be the most important tool for B2B lead gen? Really should be more tightly integrated (e.g. add a lead directly from LinkedIn)

In Betracht gezogene Alternativen

Zoho CRM, Freshsales, Salesforce Sales Cloud, Keap und HubSpot Sales Hub

Warum Pipedrive gewählt wurde

HubSpot is just too expensive. As a startup with just three sales people we just cannot justify close on £1000 a month for CRM and email functionality. I think HubSpot have drank the 'charge more' KoolAid and believe once you are trapped you will not escape. Pipedrive with suitable companion apps provide equivalent (or even superior) functionality to HubSpot at 20% of the price.

Zuvor genutzte Software

HubSpot Sales Hub

Gründe für den Wechsel zu Pipedrive

Hubspot - price.. oooh that price. Ontraport - too much other stuff we will not use (what has a second rate ecommerce to do with a CRM...) SalesForce - old Keap - purchase process too complex Zoho - Jack of all trades master of none Freshsales - Jack of all trades master of none

Vorteile

It is very valuable to be able to customize and follow our process stages as we want. It is also a flexible solution for the user to be able to make the markings we want and update between processes with the drag and drop method.

Nachteile

Costs per user can be expected to be slightly more affordable.

Vorteile

Sales Pipeline Management: Pipedrive allows users to visualize their sales pipeline, track deals, and monitor progress.Contact Management: Users can manage their contacts and view their contact history with Pipedrive.Deal Management: Pipedrive lets users track deals and set up customized deal stages to fit their sales process.Sales Reporting: Pipedrive provides real-time sales reporting and analytics.Email Integration: Pipedrive integrates with various email providers, allowing users to track emails and schedule follow-ups.

Nachteile

Limited Features: While Pipedrive offers a range of features to manage sales processes, it may not have all the features that some businesses require. For example, it doesn't offer marketing automation or lead scoring, which may be important for some businesses.Pricing: Pipedrive's pricing plans can be expensive, particularly for businesses that require multiple users. The more advanced features are only available on higher-tier plans, which can make it difficult for small businesses with limited budgets to access all the features they need.

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

I started usig Pipedrive 3-4 years ago, I get shiny object sydrome and end up with another CRM, but always end up going back to Pipedrive. Insane value for money, and the UI and UX is incredible.

Nachteile

Uploading lists from CSV can be a bit of a pain at first but once you've done it you're all good just save the template. Someof the new features like email automation have development to be done on them to get to status of something like Lemlist but it's still usable.

Vorteile

I like the price point and the fact that you can make it as simple or complex as you like

Nachteile

I do not have any complaints. Very happy with the product.

Vorteile

We are delighted with Pipedrive, as it allows us to globally visualize the entire sales process with each client, which helps us to see the progress or delays in sales. It also allows us to capture leads, communicate with them and stay on top of their requirements, all from a single platform.

Nachteile

It is a very complete program, where you can quickly track the entire sales process, from the beginning with the capture of the potential customer, to its completion with the completion of the sale. I like that I can not only access the system from the computer, but it has a very complete mobile version, which helps me to increase my sales, wherever I am.

Vorteile

One of the most useful features of Pipedrive is its ability to easily create a custom sales funnel, allowing you to clearly visualize the sales process and track progress at each stage. I also love that I can sync my email and schedule reminders to follow up on important emails and calls.

Nachteile

some advanced features are only available on the most expensive plans, which could limit the ability of some small businesses to take full advantage of the tool

Vorteile

Great tool to be able to track sales per quarter.

Nachteile

Sometimes the micro version does not function properly.

Vorteile

Every feature as listed in the previous page by me.

Nachteile

I have to give this session a rethink, I currently have no critics.

Vorteile

Pipedrive is easy to use and usually doesn't require tons of reading to understand how it works. They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest. It's a great tool for someone who wants something that is simple to use and doesn't cost an arm and a leg. The features are great for our small team to keep track of emails, leads and lead stages all from within one dashboard.

Nachteile

There are a few things that would have made it way more useful for our use case.
One of these is the inability for one team member to view the mail tracking features on emails sent my other members. I person A sends an email to client 1, I cannot see the mail tracking feature to see if the client read the email or not. I have to ask each team member individually if their client "saw" their email.
Another common issue is syncing. Sometimes, the platform is unable to sync emails from other accounts like Hey and it takes us a lot of time getting them to show up within the system.

In Betracht gezogene Alternativen

Insightly und Zendesk Suite

Warum Pipedrive gewählt wurde

Streak didn't have many features that we needed to manage our leads and contacts.

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

Pipedrive is very intuitive to use. Easy to parameter, no headhache. It features an automated import process to switch from one CRM to the other without losing any data. On top of it, it is really cheap compared to Hubspot and tailor-made for entrepreneurs ! Support is available and very friendly. Go for it.

Nachteile

I do not really like the mobile version because I do not see the point of using it

In Betracht gezogene Alternativen

Dynamics 365

Warum Pipedrive gewählt wurde

I tested the Enterprise version of Hubspot with a discount for start-up, with 90% discount. Once I was hit by the full price version, I quitted within days. Too expensive for a small business like me.

Zuvor genutzte Software

HubSpot CRM

Gründe für den Wechsel zu Pipedrive

Pipedrive is much cheaper with comparable features and works perfectly for me

Vorteile

I love how easy this was to set up. It took less than 15 minutes to upload my students & set up multiple pipelines to track their progress.

Nachteile

The billing was a little hard to navigate. I signed up months ago, but when the free trial was over somehow I was placed on the most expensive plan and when I reached out about it I was not given steps to downgrade, so I gave up. I tried doing this in Airtable & Hubspot - both took too much time 8 energy and had more steps then pipedrive. This time I figured out on my own how to set myself up with the most inexpensive plan to start, which is $19.

In Betracht gezogene Alternativen

HubSpot Marketing Hub

Warum Pipedrive gewählt wurde

Active campaign was just too clunky, and felt really heavy and cumbersome to use. I prefer lightweight, fast, easy to set up and use tools that make me happy when I use them.

Gründe für den Wechsel zu Pipedrive

Faster & much more simple! I tried to set this up in hubspot and it required at least 5 more steps for every program and course I was setting up. Too many steps is an automatic no for me. Pipedrive has no steps to set up, just type into template,m!

Vorteile

I like how simple and intuitive Pipedrive is to use without the bloat of a huge CRM and complex features a small business or sales department may not need. It has good integrations, notifications for customer actions, and easy sorting for customer profiles.

Nachteile

Nothing I dislike about this software, all is good. I am trying to think if there is anything I dislike and there is nothing on my mind.

In Betracht gezogene Alternativen

HubSpot CRM

Warum Pipedrive gewählt wurde

ActiveCampaign was too bloated for our sales organization and we did not need all the complex marketing automation, and Pipedrive in comparison is very lean and easy to use.

Gründe für den Wechsel zu Pipedrive

Easy integrations, lack of marketing bloat, ease of use in UI, customer alerts

Vorteile

Pipedrive is a super easy-to-use, customizable CRM alternative for those of us in tech, creative industries, or just anyone that hates clunky, ugly, overly complex platforms like Salesforce. Sets up in seconds, there's a great iOS app, and it's actually a pleasure to use. Quick and easy.

Nachteile

I don't have any complaints about PipeDrive. Perhaps if you are a power user of a CRM like Salesforce, you may that there are certain APIs or integrations that don't exist between this platform and others. For me PipeDrive offers more than enough features and functionality, it's easy to use and just what is needed.

Vorteile

Pipedrive's interface is designed to be easy to use and navigate. It's customizable, and you can quickly view and manage deals, contacts, and activities, which makes it simple to use for sales teams of all sizes.It is a sales pipeline-centric CRM, which means that it helps you to organize, visualize, and track your sales activities from start to finish. It's easy to create custom pipelines, set stages, and move deals along them, which is a great way to stay on top of your sales process.It has a range of reporting and analytics tools that give you insights into your sales activities, performance, and outcomes. It can help you to identify bottlenecks, track progress, and make data-driven decisions to improve your sales results.It integrates with a wide range of other tools and platforms, including Google Apps, Slack, Zapier, and more. This makes it easy to connect Pipedrive to your existing tech stack and increase productivity.

Nachteile

Pipedrive is primarily a CRM designed for sales teams, which means that it has limited marketing automation functionality. If you're looking for a CRM that can handle all your marketing automation needs, Pipedrive may not be the best choice. While Pipedrive is customizable, it may not have the level of customization that some businesses need. If you need to tailor your CRM to fit specific workflows or processes, you may find Pipedrive to be too restrictive.Customer support is limited in this to email and chat, and there's no phone support available. While they do have a knowledge base and community forum, some users may find this level of support insufficient for their needs.