Pipedrive ist eine webbasierte Vertriebs-CRM- und Pipeline-Management-Lösung, mit der Unternehmen ihre Verkaufsaktivitäten planen und Geschäfte überwachen können. Unter Verwendung einer aktivitätsbasierten Verkaufsmethodik entwickelt, rationalisiert Pipedrive alle Maßnahmen, die an der Verwandlung eines potenziellen Geschäfts in einen erfolgreichen Verkauf beteiligt sind. Als cloudbasierte Anwendung kann von überall rund um die Uhr über jeden Webbrowser oder dedizierte mobile Apps auf die Lösung zugegriffen werden.
Pipedrive bietet Vertriebsmitarbeitenden vollständige Transparenz verschiedener Vertriebspipelines. Eine robuste Nutzeroberfläche zeigt die Fortschrittsstufen für jedes Geschäft mit den vollständigen Details zu den nächsten umsetzbaren Schritten an. Mit der Aktivitäts- und Zielfunktion können Nutzer die ausstehenden Aktivitäten in jeder Pipeline verfolgen. Pipedrive bietet auch nutzerdefinierte Tools für die Verkaufsberichterstattung, um Ziele auf Einzel- und Teamebene zu überwachen, Verkaufsdaten zu analysieren und visuelle Berichte zu erstellen.
Das Mailing-System von Pipedrive kann nahtlos in mehrere E-Mail-Dienstanbieter integriert werden, einschließlich Outlook, Gmail und Yahoo. Nutzer können mithilfe ihres Pipedrive-Kontos E-Mails von mehreren Konten aus senden und empfangen. Die Lösung lässt sich auch in verschiedene führende CRM-Tools integrieren, um Kontaktdaten, Kommunikationshistorie und andere Informationen in Anwendungen zu übertragen. Darüber hinaus lässt sich die Lösung auch in Google Maps, Mailchimp, Trello und Zapier integrieren.
Christopher J. Branche: Marketing & Werbung Mitarbeiteranzahl: 2-10 Mitarbeiter
Pipedrive is by far my favorite CRM after extensively reviewing over a dozen of them. I recommend it to all of my clients because of how versatile it is with third party integrations. I also recommend it to any beginners since you do have the option of getting WAY more features than anyone else offers at the top-tier package; all while being one of the least expensive.
I like the simplistic UI, the customizability, and the fact that Pipedrive has the widest range of integrations in it's class. I would go as far as to call it MODULAR, meaning you can add pretty much any feature you'd like via 3rd party integrations. With this is mind, you'll never be limited to some of the things Pipedrive doesn't do as well. Alternatively, if you're looking for everything under one roof, Pipedrive does this better as a whole than any of the competition.
I'm not a huge fan of how some of the very simple features are blocked off from the lowest price plan. Since I prefer the 'modular' setup, this is the only plan that makes sense to me, but I do miss some of the features like important fields that display certain fields first based on where the deal or person / organization is in the pipeline.
I used to run the top tier package from Pipedrive, and I wasn't really impressed with the automation features. They're a bit limited and the triggers don't always work.
Dave C. Branche: Design Mitarbeiteranzahl: 2-10 Mitarbeiter
The onboarding experience is one of the best I have had. You can quickly get going and they have a ton of resources to get additional help (forums, videos, blog posts, video updates etc.)
I recently switched to Pipedrive from one of their competitors for two main reasons - their Contact Timeline feature and the wide arrange of integrations made available on all of their plans, even the lowest tiers.
With the Contact Timeline feature I can quickly see all the touchpoints (both when and how) I have had with an existing contact. This is super helpful when looking for clients to follow up with in a single glance. I have seen similar offerings in personal contact organizers but nothing fleshed out to this degree and integrated with a more capable CRM.
Hands down Pipedrive has the most comprehensive integration marketplace for the best price period. Other CRMs charge a hefty price to access webhooks or Zapier and usually allow access only on their higher level tiers. I love that Pipedrive has chosen to open up these integrations to all users on their platform. This is huge win for small business owners looking to grow with them. I am amazed at how many native and 3rd party integrations they have. If the tool exists, there’s a good chance you can connect to it with Pipedrive. It’s obvious that they have made integrations a priority and this adds a lot of value to the platform.
Overall I’m very impressed with Pipedrive. I do wish they would focus more of their efforts on the GSuite or Gmail Chrome Plugin. This is a real missed opportunity. In my previous CRM I could access all of my deals, contacts and notes right within Gmail. This was a real time saver, since I never had to leave Gmail to view my CRM data. Pipedrive’s Gsuite plugin is more context related. You can only see the contact/deal related information for the email you are currently viewing. I hope the plugin gets more attention in the future.
Another modification I would like to see is image previews of contacts on the main contact page. They do offer this in the contact timeline view, but I would love to see it in the main contacts page as well.
Finally, the Smart Contact Data tool needs some work. I have had issues with it finding enriched data on a lead. The previous CRM I worked with did a much better job. Hopefully this gets hammered out.
Alan .. Branche: Marketing & Werbung Mitarbeiteranzahl: 2-10 Mitarbeiter
its a crm doing what we want a crm to do - collecting and storing client information and allowing you to book in future contact with them. It has some pretty clever features but also some annoying ones.
The map function is great - it shows your contacts on a map which is really handy. the way you can customise filters in any field and save it is as a filter is great and easy to use. The search searches everything including
Live chat with customer service was great when we were on free trial, not sure if its a coincedence but once we started paying and using it the response time has changed from minutes to hours or days. It was great at first and wouldn't have used it without it being so quick but i guess thats the point...
Had heaps of troubles with imports, still not sorted out and there is only 1 person in Australia who can assist but i think it is a secondary line of business for him. Would have been happy to pay for support
It doesnt manage people well if their email address is not in there - default is it creates a new person which means lots of duplicates (with weird names automatically created from email address)or the other option is Pipedrive turn off this function by request and it does nothing - our previous crm had unassigned email where all the emails sat until you created a new person or assigned an existing one - it was the main method we used for adding contacts to the crm so not having it is a problem, we will have to work out some way of tagging existing contacts and then go through weekly and filter out non tagged ones and fix them so theres a workaround but its annoying for something i thought would be a pretty common issue.
if you click on an activity in your activitiy list it gives a pop up screen to edit the activity and only allows you to see info about that activity not anything on the company, if you go from the company page and click on the activity is better but n
Verifizierter Rezensent Branche: Marketing & Werbung Mitarbeiteranzahl: 2-10 Mitarbeiter
Really great among all CRM tools if need more power than Hubspot CRM and don't want to shell out dollars for Salesforce. The mobile app is especially good among CRM tools.
Pipedrive has some of the best integrations have seen at that price point in any industry -- the customer lookup in Trello being a prime example.
The overall product quality is also incredibly high -- e.g., we can see all export reports ever pulled in the system for audit purposes.
The biggest gap is consistent with almost any CRM on the market -- while we can drag & drop or bulk change statuses of tasks in spreadsheet mode, we can't change the task order within stage.
Pipedrive *does* have some capability to hack this which we did on occasion -- specifically, just change up the event dates in the tasks and assign a custom field to be your actual due date -- it was clunky but it worked, and ultimately just use Trello for deal management.
Shayne H. Branche: Internet Mitarbeiteranzahl: 11-50 Mitarbeiter
PipeDrive is functional CRM platform and a viable/cheaper alternative to SalesForce and other counterparts. It is easy to use and has a wonderful graphical interface. If you are a budding enterprise, PipeDrive is the software for you. If you're a full-fledged corporate, I'd personally recommend you evaluate other options because although PipeDrive is amazing, it still sports limited functionality that won't do a large company any justice.
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.
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.