CRM sales tracker by Pipedrive

[Update: thanks for the developer response! If Pipedrive responded to the built in iOS font size adjustments like native iOS apps do, I think it would solve the problem!] The product will get five stars, if you could actually see an address without a microscope in the contact view. When I go into to FedEx to ship a sample, or when I need someone to quickly see an address on the contact card, it’s nearly hopeless. I would also like the follow up activity screen to ask if I want to add a follow-up task, instead of just looking just like a task I just completed. I can’t tell you how many times I accidentally add a task, or I’m concerned about canceling a task that I thought it was completing because I get distracted for one second. I would even go so far as to make a follow up task a different color than the task I just completed. Other than that, a great program! Lots of other CRM is on the desktop are kind of idiotic. Even an 800 pound gorillas like SalesForce, for example, make you click through pages of contacts, rather than having an infinite scroll like PipeDrive has. There are lots of other little details where PipeDrive beats the competition — but I would like to see them tuneup their mobile app to be a little bit more flexible in terms of configuration, and a little cleaner in layout.

We are a small motor scooter dealer that builds relationship with our customers and needed a solution for follow through after the sale, besides all the other stuff with a Crm. I had looked at this product before and passed on it. I had our staff test three CRM products that they would use daily. I was surprised they chose Pipedrive for ease and simple to understand what’s happening with a Deal. With other products they had to hunt for the same info. I moved forward and set it up for us during the trial period and found the help helpful. The email is great linking up with the customers and vendors. Is saving me time daily. This week my email stopped working and I found myself with the opportunity to see how the Tech Support worked and responded to our troubles. I used the chat. Amazed how quickly they were there and present with me. First they had me do clearing history and a few other things to get it back, then had me send screen shots and bumped to the engineers. My email was back within hours and all the while the tech support person kept me informed. Happy to say not user error and the tone was upbeat and never felt like I was putting them out. Pleasant experience.

PipeDrive in general is beyond user friendly. When you have an app that is so efficient and compatible with the desktop version it is almost impossible to skip a beat. I set up my initial Pipeline in just about 6 hours; adding contacts, email temps, pipeline fields and settings (this was for 2 separate accounts with a total of 9 pipelines). Then another 6 for tinkering with the integration of several apps and 3rd party services...I'm a novice when it comes to IT, but I was able to do it all on my own. SALESFORCE on the other hand passed me off to an IT consultant that wanted almost $10k for the same implementation that I was able to do on my own! Thank you Pipedrive for the ease and simplicity of your product! I'm already seeing a 3x's better efficiency and soon to be 5x's higher production...fivefold income increase for 2017 is fine by me!

After many years using multiple CRM’s, this is by far my favorite. The ability to keep its database separate of my personal contacts, yet display the info on incoming calls was an unexpected surprise. The ease of use to store meeting and call notes, blind copy emails that auto populate with correct organizations and individuals and keeping files all in one place is a time saver! Yes, like any CRM, you must spend a little bit of time reviewing how it works vs what you want it to do. PipeDrive is extremely versatile and perfect for a multi user organization !!! Sorting of activities is very easy by using the filters (aug 2 post must have been a user who didn’t fully understand PD). You must not look any further, check out PD - it has saved me hours of time which is our enemy!

Pipedrive is hands down the best CRM because it offers so many features without complicating the process of inputing leads and setting up sales processes. We run marketing trackers, sales, and transactions for our real estate business using pipedrive, and have get an overview of our entire team activities to find where we are succeeding and where we need to improve. With their API and webhooks, we have been able to integrate with a host of other apps saving hours of data entry and input errors. With updates and improvements always happening, pipedrive will surely continue to get better with time! This is what happens when intuitive sales people build sales software!