Pipedrive is a simpler version of Salesforce. It gives you all the essential features that a startup needs. We haven't tried out the most upper tier. We’re at middle tier. I wish there were some additional configurability at the middle tier because it’s not as granular as we want it to be.
Founder & CEO - SendBird
Pipedrive is intuitive and does the job. The only issue is that it doesn’t really know how to deal with duplicates.
Co-founder & CEO - SalesWings
We use Pipedrive for fundraising.
Co-founder & CEO - MuseFind
We love Pipedrive. It is less expensive than Salesforce, plus it’s user friendly. We have it hooked into our Slack and MailChimp and it has all the APIs we want.
Founder & CEO - iFundWomen
We really like Pipedrive. With the email inbox functionality, you can bcc anyone in the communication and they store the email into the right account.
Founder - FastPortal
Pipedrive is a process-oriented sales tool that allows you to move contacts down a pipeline. We use it mostly for sales, but also for less than intended uses like storing information for all the tools that we use. It is, well, expected by its name, pipeline-focused, so it works best when you are trying to keep track of at what stage your interaction with the client is in mind.
Co-founder - Flexpat
Pipedrive is simpler and cheaper than Salesforce. In our business, we do not need the heavy lifting that comes with Salesforce. Pipedrive provides aggregate views. We use it as a CRM mainly for our partners while we use Intercom for our customers.
VP of Technology - Gust
Pipedrive is used by our inside sales team. It’s the only CRM we found that had an enjoyable to use interface.
Founder & CEO - Agorapulse
Pipedrive's cost/quality is very good. It might be lacking some features but it is really simple and easy to use, has a low learning curve for new people, is affordable and has a pretty good API.
Co-founder & CEO - Kompyte
We use Pipedrive for lead management; it is very basic. The UI has a little bit of extra complexity, but it has a good workflow.
COO - Wearable X
We have tried several CRM’s and we ended up using Pipedrive. I am not a fan as it is quite clunky, but I have not found a better one yet.
Founder & CEO - Teleport
Pipedrive is a good tool, very easy to use. It is very affordable compared to other tools like Salesforce.
Founder & CEO - Sponsoo
We use Pipedrive as a CRM. It’s a good tool for our needs which are very limited. We mainly use to keep track of our leads which are Universities and Research Centers. We tried other tools in the past but this is perfect for our needs right now.
Co-founder & CEO - Authorea
Pipedrive is the best CRM--it is very appealing and not expensive.
Co-founder & CEO - Recruitee
Our sales people use Pipedrive--they like it. It would be better if it was integrated a little more tightly with the rest of our toolings--it is very sales driven, so less suited for long-term customer management. It is very quick and lightweight and suits the sales team well.
Co-founder & CEO - Qwilr
We beta tested Pipedrive and one of our clients really liked it. They have a nice UI, and it’s cheap. We were using SugarCRM a few years ago and Excel, but we switched over to Pipedrive.
Co-founder - ComicReply
Pipedrive is a very good tool if you keep on top of your stuff, so in that sense it’s similar to Evernote. You can very easily not use it so you need some sort of processes in the team to keep people accountable to using it and updating it. Once everyone is using it, it gets easier to see everything in pipelines and where everyone falls in place.
Founder & Head of Engineering - Opentest
We use HubSpot for everything. It’s good. I think the learning curve could be more intuitive for new users. It’s a pretty basic software once you get to understand it. We’ve been using it for a year and half. Before HubSpot, we used Pipedrive. It had different features that were better for us. The email plugins are really what made the difference for us.
Founder - Magical Butter
Our sales and customer success teams are using Pipedrive currently. But we will probably be moving to Salesforce soon.
CEO - Mention
We tried a variety of tools; we finally chose Pipedrive and I love it because it's very visual. Our process is very simple, so we do not need anything super-sophisticated.
Co-founder - Matchnode
I tried out Pipedrive--we used it to use it when we were raising money.
Co-founder & CEO - Mammoth
We’ve looked at everything, and this one is nice and easy. When you’re doing sales, the dashboard is really easy to navigate. It works really well on your phone which is important if you’re not always at your desktop. It's one of the easiest apps ever, I love it!
Co-founder & CEO - Impact Health
I’m not too happy with Pipedrive. I expected it to be more automated. If I get emails from customers about service, I want a better way of directing it to my team without needing to CC them.
Co-founder & CEO - Gorgias
Pipedrive is our visual sales funnel. I had always envisioned a simple, visual pipeline that allowed me to drag and drop people into different parts of the sales cycle, and Pipedrive is just that. After using Pipedrive, I realized we could use Trello for this as well. But we ultimately chose Pipedrive over Trello because it integrates with your calendar, so if you set reminder to followup on a certain date, it’ll place a reminder on your Google Calendar for you.
Co-founder & CEO - SpeakUp
Pipedrive is excellent. We were on Salesforce, but I bailed my team off of it. It was overkill for what we were doing. Salesforce is an enterprise solution, and with a large sales team like ours, it becomes cost prohibitive, not to mention you have to prepay for each set month-to-month. A better solution for us was Pipedrive; it’s been the perfect solution for us. There’s no contract, they have reasonable pricing, and it’s very intuitive to use. They also have great support.
Founder & CEO - Skout Deals
We use Pipedrive! It breaks down the sales pipeline in a visual way, and tells you exactly where a lead or deal is in the sales funnel, and what you need to do to move it forward. There are many uses for Pipedrive outside of traditional sales as well. We use it to manage our media outreach, not just our customers. And when we raised funding, we used it to manage our fundraising pipeline.
Head of Marketing - Pipedrive
We tried to use Pipedrive, and it looks good, but we’re not at a place to have a sales cycle yet.
Co-founder & CEO - Rollout.io
I like Pipedrive a lot. I tried Streak, but it was cumbersome, and difficult to use. And Streak is not great for actually managing contacts. When I set up Pipedrive, it seriously changed my life because it was so much better than Streak!
Founder & CEO - Social Data Collective
Our workflow is such that we just use Pipedrive for project management. We don’t need Basecamp, Trello, etc. Once a deal comes in, the person who brought it in manages the workflow for it. So our project management needs are simpler/easier. It’s a more analog way of handling projects.
Co-founder & CEO - Truman James
We like Pipedrive a lot. We checked out Streak and Salesforce, but for price versus functionality, Pipedrive was the best. It’s customizable, but also structured enough that we don’t have to think too much about customization.
Co-founder & CEO - Truman James
We’ve used Pipedrive in the past, and it’s a better system for sales teams in my view, but Streak was integrated directly into Gmail, so we chose them. We figured our 1099 employees were living in Gmail already, so we chose Streak over Pipedrive. Pipedrive’s UI and functionality drive sales activity based on action plans, and you can assign action plans to individuals. It’s a really well-built and very visual pipedrive tool. Overall, it’s a better tool than Streak.
Founder & CEO - Venwise
We like Pipedrive’s email integration. It’s really easy to log all of our email conversations just by bcc’ing Pipedrive. They offer lots of custom pipelines, which is great, and it is fairly intuitive, which is a plus. Pipedrive is really good when going from a cold lead to striking a deal, but for more advanced revenue forecasting we’ve kept our home-grown CRM in place.
Founder - Built for Teams
We’re looking to move to another tool because we’re growing out of Pipedrive. For now, all of our deals, lead-gen and customer success processes are sent through Pipedrive, and we’re also pushing articles from Segment to Customer.io, back to Pipedrive via Zapier. It’s not a solid integration. We’re also doing all of our lead-gen in Pipedrive, and since you can't have a real customer review form there, it's becoming a pain.
Head of Growth Marketing (former) - Mention
Pipedrive is awesome for our salespeople, but I think you need Salesforce as you grow.
President & CEO - Selectable Media
For our sales pipeline, we use Pipedrive. It allows us to drive our sales processes in an automated fashion. New customers come into the sales pipeline, and for those B2C customers, we advance them automatically through the pipeline as they progress with our application. It has been really good for prioritizing new customers for our salespeople.
Vice President of Technology - Golf Genius Software
Our sales team enjoys Pipedrive.
Editorial Director & Editor-in-Chief - ReadWrite
Simplicity was key for our salespeople. We were using Insightly before, and the nice thing was that it integrated into Gmail, but some of its other features were a bit wonky. We switched to Pipedrive and we've been happy with it.
Founder & CEO - Socure
We picked Pipedrive because of how simple it is and easy to set up.
Co-founder - BananaDesk
Pipedrive is very affordable and does the job, compared to more robust solutions such as Salesforce.
CEO - PureWow
Pipedrive is a good lightweight option.
CEO - TreSensa
We originally used Pipedrive, and I’m a huge fan of that tool for small sales teams. It did everything we needed for our first couple sales hires (up until five reps) and then we upgraded to Salesforce. Both services are great for different stages of a company's life. Pipedrive is affordable, and easy to teach and learn. Salesforce is incredibly powerful, but that also comes with a lot of complexity. I would recommend that companies wait to use Salesforce until they have someone on the team who is willing to be invested in learning and maintaining it. We have that person now--our head of sales had used Salesforce extensively at his previous company, so once he was onboard, we were able to transition the team over to Salesforce. That happened once we had five salespeople.
Co-founder & CEO - The Muse
8%Stacklist Startups Are Using Pipedrive
Pipedrive is a customer relationship management (CRM) tool specifically catering to small teams. It draws customers through its simple interface combined with a much lower price point than competitors. Many users view it as a “Salesforce-lite,” a moniker that solidifies its presence as a reliable, lightweight and cost-effective option for companies just starting out.
What makes Pipedrive reliable and lightweight is its Kanban structure. Immediately when you get to your dashboard, you’re presented with a pipeline view of any deals you have and their current stage.
From the pipeline, you can see information about the deals and contacts in it, with neat little icons that can give you a lot of information at a glance (icons like clocks, planes, phones symbolize actions, due dates, etc).
Pipedrive gives a great way to get a high-level view of your sales operations from the pipeline view, but then really allows you to get granular and see what points of contact your sales reps have had with certain deals, and what that deal's history is.
Pipedrive has a drag and drop interface that is intuitive and makes for an easy way to move deals through your pipeline.
Startups use Pipedrive to optimize their sales processes at their businesses. Pipedrive makes for a great option at the early stage because it feels similar to lean methodologies of Kanban boards (like Trello). It's easy to drag and drop deals into different stages of their pipelines.
Pipedrive’s reporting and statistics make it great for managers to see how their team members are doing, and what points of the sales process they might need help with.
Startups also use Pipedrive with Zapier integrations to automate various workflows and data entry points.
Pipedrive has three different plans, Silver, Gold and Platinum. Silver is $12 per month per user for full sales management features, live chat & email support, Smart email BCC, integrations & API access & 2GB of storage per user.
The Gold plan is $25 per month per user and includes everything the Silver plan has, with added two-way full email sync and increased storage at 5GB per user.
The Platinum plan is Pipedrive’s enterprise plan at $75 per month per user. It has all the features of Gold, with added phone support, dedicated hosting and 100GB of storage per user.
Lightweight and easy to set up.
As we’ve mentioned earlier, Pipedrive offers a very great light option for early stage startups who don’t want to find themselves with an overly complex CRM option.
What Pipedrive does is make a good, easy out of the box solution that’s intuitive for customers to get up and running with their team members. Google Apps users or anyone using a contact management system will find it quick and painless to import their contacts into Pipedrive.
Pipedrive is available on iOS and Android, with hardly any lag between syncing any information on either device.
Their mobile apps are snappy and make it easy to add in any information from anywhere. You can access your to-do lists, contact, and calendars from your phone, really making Pipedrive like a personal sales assistant.
Log email conversations
Pipedrive allows you to log email conversations to deals with their Smart Email BCC feature on their Silver plan. By BCC’ing Pipedrive to an email thread, it logs that email to a deal’s history that your team members can access from Pipedrive.
The BCC feature gets upgraded to Full Email Sync if you’re on Pipedrive’s Gold plan. Full email sync connects to your email provider and allows you to send emails from inside Pipedrive. It also ties emails you send outside of their platform to your contact database, automating the email logging process.
Filtering, Reporting & Statistics
One of my favorite things about Pipedrive is that their reporting starts very high level to give you an overview of important metrics like win/loss ratios, etc., AND THEN lets you drill down to the individual Pipedrive user level. That way you can see which of your salespeople are superstars, or which could use some help in certain stages.
Pipedrive makes it easy to get some complex reporting and analytics on your sales process. For startups with a lot going on in their pipeline, you can filter your view to only show Newest Leads, Opportunities, Nearest Deadline, and more.
It’s easy to specify time periods and pipelines (if you have multiple pipelines). You can view how many average deals Pipedrive users/salespeople won by value and count. The statistics and reporting dashboard is interactive, and you can find more information on deals by clicking.
You can also track other things like at which stage deal drop offs happen frequently. Pipedrive will help you figure out if it's a specific sales person, or if it's something else in your pipeline.
Pipedrive has a sales forecasting feature that projects future revenue. You can see what revenue is already won, and what revenue Pipedrive users can potentially bring in. The forecasting view helps you see which deals you can expect to close soon with their completion bar.
Sales contact management
Pipedrive is great as a CRM but works well as a personal sales assistant. Pipedrive’s software will keep you and your team members up to date on any assigned tasks regarding deals. They make it easy to find all of them in the “Activities” tab, where you can narrow down your views to what’s due today, tomorrow, what’s overdue, etc.
You can also visually see which deals have certain upcoming due dates from the pipeline view. Colored timers on the deal cards make for a visual, quick way to prioritize deals and tasks from the high-level pipeline view.
As sales teams get larger, founders have complained that Pipedrive isn’t giving them the reporting they need. Or it lacks certain automation features. Pipedrive offers plenty of options for startups that need a CRM, however businesses who are looking for something that logs calls, manages invoices, creates website forms, or for a CRM that has automation features should consider other options.
Pipedrive users usually wish for more automation features and feel that if team members are not constantly updating the CRM, then it becomes useless. Once everyone is using Pipedrive and updating it, the information and visualization become much easier to understand.
Pipedrive has useful integrations with MailChimp, Slack, and Yesware.
The Pipedrive-Slack integration lets you add their Dealbot to a channel that will update you on the progress of any deals you follow.
When you connect Pipedrive to MailChimp, you can send MailChimp campaigns directly from Pipedrive. Using Pipedrive’s filters, you can send targeted campaigns to your prospective deals.
Yesware is a popular sales productivity tool that gives you email analytics regarding open rates. By integrating Yesware, you can track who opens your emails, create email templates and sync your emails to Pipedrive.
4/5 Tools in the toolshed. RIYL Kanban.
Visit the website: https://www.pipedrive.com/