Pipedrive Erfahrungen

Easy CRM für outbound/ high value Deals

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

Gutes CRM Tool welches schnell aufzusetzen ist

Kommentare: Wirklich gutes Tool für Early Stage Startups aber wenn man zu einem Großunternehmen wird muss man auf HubSpot oder Salesforce wechseln

Vorteile:

Die Einfachheit des Systems ist wirklich angenehm, kann man an einem Vormittag aufsetzen und die Dashboards sind ebenfalls einfach aufzusetzen

Nachteile:

Teilweise sind die funktionalitäten eingeschränkt, beispielsweise das Lead Management von Personen ist sehr nervig da man fast nur mit Deals (Opportunities) arbeiten kann. Lead Scoring ist ebenfalls definitiv ausbaufähig, da braucht man einen Profi damit man das aufsetzen kann.

Bewertung Pipeline

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

Ganz okay, aber vieles nicht zu Ende gedacht

Kommentare: Gute Idee und gute Grundfunktionen, allerdings harpert es bei den ein oder anderen Dienstleistungsangeboten von der Quallität her.

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.

Pipredrive

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

Kein Papier mehr

Kommentare: Absolut positiv. Einfach, intuitiv, zeitsparend

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.

Pipedrive Bewertung

Kommentare: Sehr gut

Vorteile:

Die Einfachheit die Übersichtlichkeit und der gute Kunden Service.

Nachteile:

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

Pipedrive

Vorteile:

Funktioniert weitgehend automatisiert und erleichtert sehr die Arbeit

Nachteile:

Integration in Exchange Kalender ist fehlerhaft

Gutes, benutzerfreundliches CRM Tool

Kommentare: Pipedrive bietet für uns die ideale Lösung, um Leads und Kontakte zu organisieren, priorisieren und dadurch essenziell zum Umsatzsteigerung

Vorteile:

- übersichtliche Benutzeroberfläche - leichte Nutzung - auch für kleinere Betriebe erschwinglich

Nachteile:

- nicht so viele Marketingtools und Automatisierungen wie andere Tools (sieht z.B. Hubspot)

Mein Erfahrungsbericht mit pepedrive

Vorteile:

Das Produkt überzeugt mit seiner Nutzerfreundlichkeit

Nachteile:

Ich brauche weniger Zeit mit diesemProdukt und kann mich so anderen Tätigkeiten zuwenden

Pipedrive Review

Kommentare: My overall experience with Pipedrive has been great. It has done what we wanted it to do initially and has helped our sales team to be effective in so many ways.

Vorteile:

I love the fact that Pipedrive is easy to use and does not need any special skills or training for one to be able to use it. It has helped me and my team capture leads, manage contacts, and manage our sales pipeline. It's much easier using Pipedrive as a Sales team since in my team, we do a lot of handovers for deals and some of the leads, and this is easier to do with Pipedrive and the record of all activity makes it much easier to collaborate within a team as well.

Nachteile:

There isn't anything I do not like about Pipedrive so far, I'm happy with everything.

Pipedrive's the foundation of our customer relations efforts

Kommentare: Pipedrive has been a great addition to our sales & CRM efforts. With it, we have a system where we can easily follow everything with each prospect and customer, we can create good looking reports from our CRM data, and we've saved a ton of working hours thanks to the automated workflows. All in all, I think it's a must for any growing sales operation.

Vorteile:

The best thing by far is the automated emails. We have workflows that trigger an email within 10 minutes of an action taking place. Without it, I'd have to constantly check my inbox. It's saves us a lot of time for more outreach and prospecting.

Nachteile:

The setup was pretty gruelling for us. The property and workflow setups in particular took longer than we'd anticipated.

In Betracht gezogene Alternativen: Zoho CRM, Salesforce Sales Cloud und HubSpot Sales Hub

Gründe für den Wechsel zu Pipedrive: Pricing was an important factor for us and Pipedrive looked more than capable enough at half the price of some of the others.

Important features like the app, user creation and SSO don't work well, don't bother with Pipedrive

Kommentare: Mixed. The product has been designed well with a lot of attention to detail but massive bugs that are getting in the way of work are not getting the required attention. As a product that is tied to my sales performance this is not an area that we can compromise.

Vorteile:

Their pipeline view is fantastic, no doubt about it and that's what attracted me to the product in the first place. Their web form and chatbot are quite helpful as well.

Nachteile:

Support isn't very helpful. Many times during my association with them I have felt that we are completely helpless and stuck fending for ourselves. They are polite but ineffective. We have been unable to create any new accounts on the system for over 3 weeks and ever after raising multiple tickets there is no update and no solution. Forget about using their mobile app it hasn't worked for over a year.

In Betracht gezogene Alternativen: Zoho CRM, Agile CRM und HubSpot CRM

Warum Pipedrive gewählt wurde: Zurmo had some nice gamification features but as an open source tool it was clunky and we felt we were ready for a more advanced solution.

Zuvor genutzte Software: Zurmo

Gründe für den Wechsel zu Pipedrive: The user experience was fantastic, and it still is but unfortunately we did not evaluate the quality of support at the time.

Very underrated CRM system. Works wonders for our sales operations

Kommentare: Pipedrive has completely transformed our sales and CRM operations. Thanks to it, we've saved hundreds of working hours from having to send routine sales emails or set up campaigns because it's all done automatically. It's automated a lot of the processes that used to take up our time and effort. All in all, it's a wonderful tool for boosting your sales output

Vorteile:

1. The custom propert option is a fantastic addition for setting up workarounds for when the standard properties aren't enough.2. The automated workflows are great as well. You can set up automations for everything from logging activity and moving leads down the pipeline, to sending a simple introductory email.

Nachteile:

It's difficult to become a confident user in the beginning. It would be a lot better to have improved onboarding.

In Betracht gezogene Alternativen: Salesforce Sales Cloud und HubSpot Sales Hub

Gründe für den Wechsel zu Pipedrive: The other tools are bigger, but Pipedrive seemed like the most robust tool out of them, so we decided to go with it in the end. The price tag was also a major advantage for Pipedrive, especially over Salesforce.

The right amount of features for Sales Professionals

Vorteile:

I find the UX intuitive and don't have to spend much time in the training library. It offers features that are practical and easy to understand. Especially if you are a Manager building the pipeline/forecast.

Nachteile:

For this CRM to be a comprehensive solution for my needs, it needs a few services: 1) make my monthly newsletter integration easy; 2) provide my contacts LinkedIn profiles; 3) provide the option to enrich the existing data with other data aggregators.

The most effective and straightforward sales tool available

Kommentare: Team members are encouraged to utilize the product because of its appealing UI, which makes it easy for them to see how it will benefit their work. Pipedrive is a powerful and flexible system that can adapt quickly to meet your needs helpfully. Because of how easy and effective it is, everyone in the team will be eager to use it daily.

Vorteile:

Our sales department uses it as a tool for the total management and sales process. It gives a database of prospective clients and keeps track of new applicants to maintain communication with them. We finally have a solution that allows us to keep track of all of our sales in one place and monitor their progress over time. Pipedrive's many features will enable us to accomplish our goals and more, including the collection of prospect information and the scheduling of follow-up meetings.

Nachteile:

Larger organizations with a more extensive client database may benefit from an increase in the program's memory capacity, which becomes taxed when dealing with a significant number of registered contacts.

Got our pipeline buzzing within 1 week

Vorteile:

I came into the business never have used it and within a week i was capable and building my pipeline faster than any crm i had used before. the convert from lead to opportunity is so simple and being able to see all my prospects in one screen made reviews simple.

Nachteile:

The only thing i could think of was lack of integration into a marketing tool.

At a Glance

Vorteile:

I like that everything I need to know is right there on one screen.

Nachteile:

What I liked least was not being able to figure out how to use automation tools with it (and that's probably 100% my fault).

Easy to use as CRM, with nice features on reports, and a nice customer support.

Vorteile:

The ease of importing/exporting data and of managing the data.

Nachteile:

The complex way of searching/filtering is not easy for everyone to understand.

Good CRM with all features

Kommentare: Overall working with Pipedrive is good and effective experience, it's well featured CRM . Easy to use and support system is also good

Vorteile:

It's trusted and good CRM for working, easy to handle lead and we can generate lead also.

Nachteile:

Nothing much for disliking, good to go far.

PipeDrive is the best "Beginner" CRM Platform out there!

Kommentare: 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.

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.

The Best CRM In The Game

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

In Betracht gezogene Alternativen: Zoho CRM, Agile CRM, monday.com, Copper und HubSpot CRM

Warum Pipedrive gewählt wurde: Trello does not scale well and was not comprehensive enough for my needs

Zuvor genutzte Software: Trello

Gründe für den Wechsel zu Pipedrive: Pricing, features and most of all a great and flexible UI/UX

A Powerful Tool for Organizing and Prioritizing Sales

Kommentare: All in all, I have found Pipedrive to be an incredibly useful tool for managing and tracking my sales pipeline. The features are comprehensive and the customization options allow you to tailor the platform to your own needs. The cost can be a bit prohibitive, but if you are looking for a powerful sales tool, Pipedrive is definitely worth considering.

Vorteile:

Pipedrive has been an incredibly helpful tool for helping me to organize and prioritize my sales. It has a really intuitive design that makes it easy to use and the customizable options allow you to tailor the platform to your own specific needs. The analytics and reporting features are also very comprehensive and provide valuable insights into our sales pipeline.

Nachteile:

One downside to using Pipedrive is that the cost can be quite steep, especially if you want to unlock all the features. Additionally, there are some issues with the user interface that can be confusing at times.

I LOVE Mailigen

Kommentare: I use Mailigen almost everyday to send email broadcast/campaigns and to run reports on the effectiveness of the campaigns. I love how the reporting breaks everything down for you and is very easy to read and understand.

Vorteile:

We have use Mailigen for over 7 years and I absolutely love it! You are able to set up your company profile which then autopopulates as needed. You are able to have multiple senders set up to send emails from different people in your company. The tech and customer support teams are awesome. They respond quickly and are always very helpful.

Nachteile:

Mailigen can be a little clunky in that when you are scrolling through the senders, it doesn't allow for alphabetical order.

In Betracht gezogene Alternativen: Constant Contact, iContact und Mailchimp

Warum Pipedrive gewählt wurde: We needed something more robust and easy to use.

Zuvor genutzte Software: SendBlaster

Gründe für den Wechsel zu Pipedrive: Mailigen's support team was quick to respond to our inquiries and was very helpful in the setup of our account.

Life Saver for Disorganized Sales Team

Kommentare: I was building a website and setting up social media platforms for a company and asked "where will these leads go?" they were only using email. Everyone was stepping on each other's toes and had no idea who was called and what was discussed. Some inquiries were never replied to (just lost). They told me they'd have to spend $50000 for a specific crm they needed???
Had to do a bit of research; I looked at some options and many of them were just visually confusing, too complicated, too expensive etc
I tested out Pipedrive and pitched it to the sales team. They're so grateful and very organized now! They love making notes! I would recommend Pipedrive to any sales team just getting started!

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, Streak, 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.