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

Die Einfachheit die Übersichtlichkeit und der gute Kunden Service.

Nachteile

Der Preis ist leider etwas zu hoch .Aber sonst sehr gut

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

1) You can send emails directly from the platform! This gives you an edge on your communication efforts and helps you trigger alerts, get notifications and manage a large volume of clients - often simultaneously.

2) The interface is very easy to use and there is no steep learning curve necessary for one to get accustomed to the platform. This also encompasses of how easy it is to navigate through the platform.

3) PipeDrive can seamlessly integrate with many third party service providers. We have had no problems integrating PipeDrive with MailChimp, Slack, Gmail, LinkedIn, etc

4) PipeDrive will never let your leads go stale. Leads that need following up with will be highlighted based on the criteria designed by the user. Intuitive icons beside each lead can give you a detailed picture as to what stage of your business process the lead is on and what required action needs to be taken.

5) PipeDrive makes it super easy to enter leads and move them through various stages of your business process.

6) Inter-departmental communication is a breeze. I've noticed a strong synergy between our sales and marketing department after implementing PipeDrive in our organization. It's very convenient to identify high potential leads and PipeDrive eliminates the need of trying to give the next department a detailed back-story about leads during a hand-off. This saves a LOT of time.

7) Dashboards can help you evaluate and track project progress at a glance.

Nachteile

1) We are unable to send one email to multiple contacts. Right now, we have to send them out one after the other. Sincerely wish they look into this.

2) Usually hands when processing large volumes of data.

3) Not suitable for large firms and organizations. I deem this to be an entry/Beginner CRM platform.

4) There aren't any built-in marketing and contract management tools.

Vorteile

Leads management is beneficial as well as having different owners within the team to transfer to and from.

Nachteile

It would be nice to carry out cold calling through Pipedrive and equally remove customised analytics from behind the paywall. It would also be nice to categorise based on last outreach date therefore follow-up could be improved.

In Betracht gezogene Alternativen

Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Pipedrive

Cost and felt closer to our needs

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

In the end, we like Pipedrive because it provides excellent value for the money at all of its subscription tiers. It's quick, straightforward, and centered on the insights of working salespeople. The sales manager might also narrow in on specific metrics to get the information she or he needs.

Nachteile

A few features are lacking, and that's a problem for us. In particular, the product's generally excellent automations cannot (yet) be triggered by dates, either in the past or the future.

Vorteile

The product is easy to use compared to other CRM like Dynamics because of the arrangement of the features i require day to day

Nachteile

Its difficult sorting imported data via excel.

Vorteile

Pipedrive's simplicity, customization options, and visual pipeline management are some of the aspects that I personally appreciate, however the 'deal' section should be better designed

Nachteile

There should be more options for the customisation of 'deals' as well as 'reports' sections. Mobile app should give opportunity to see files

Vorteile

I appreciate Pipedrive's intuitive user interface, customizable pipeline views, email integration, and its ability to streamline sales processes effectively. Its user-friendly approach to managing customer relationships and sales activities.

Nachteile

For me, Pipedrive need more advanced reporting and analytics features, integration with certain third-party tools, and pricing concerns for certain business sizes. Keep in mind that software updates and user experiences may have evolved since then, so it's a good idea to check for more recent reviews or information.

Vorteile

Very visual and intuitive. Easy to use even if you are not a tech person. You can add easily leads/deals and update them. Very easy to keep track and give you notifications on things to do.

Nachteile

For our work as consultants, we represent partners and we sometimes use different email addresses to contact potential clients. It would be good to be able to add more than 1 email address to the same account. Linking your email address to Pipedrive is good but needs improvement as you don't have email folders in Pipedrive

In Betracht gezogene Alternativen

monday sales CRM, ClickUp und HubSpot CRM

Gründe für den Wechsel zu Pipedrive

Integration with Google and price

Vorteile

An excellent for salespeople to manage their pipeleine.

Nachteile

The product is very easy to set up and use.

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

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 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

ActiveCampaign und 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.

Zuvor genutzte Software

ActiveCampaign

Gründe für den Wechsel zu Pipedrive

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

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

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

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