Pipedrive è una piattaforma CRM di vendita basata sul web che fornisce agli utenti la piena visibilità di tutte le pipeline di vendita attive. È meglio conosciuto per la sua interfaccia utente interattiva che mostra fasi di avanzamento dettagliate per ogni affare, insieme a dettagli chiave e elementi utilizzabili. La piattaforma è stata appositamente creata utilizzando la metodologia di vendita basata sulle attività. Il suo sistema di posta si integra perfettamente anche con i principali fornitori di servizi di posta elettronica.
Pipedrive è spesso utilizzato anche come CRM preferito Capitale di rischio e Sconti stack tecnologici.
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Distribuzione | Cloud/SaaS/basato sul Web, dispositivi mobili Android, dispositivi mobili iPad, dispositivi mobili iPhone |
Assistenza | 24 ore su 7, XNUMX giorni su XNUMX (rappresentante dal vivo), chat, e-mail/help desk, domande frequenti/forum, knowledge base, supporto telefonico |
Formazione | Documentazione, di persona, live online, video, webinar |
Le Lingue | Olandese, inglese, francese, tedesco, italiano, polacco, portoghese, spagnolo, turco |
Vedi tutto tutti gli stack tecnologici degli utenti
I rappresentanti di vendita devono essere in grado di destreggiarsi tra molte informazioni, specialmente nei team ad alta velocità in cui hanno a che fare con oltre 400 lead al mese. Come se la cavano?
Utilizzando un CRM di vendita affidabile per aiutarli a gestire meglio il lavoro.
Uno dei più popolari opzioni CRM là fuori c'è Pipedrive- ma è all'altezza dell'hype? In questo Findstack recensione, stiamo facendo un'immersione profonda per rispondere proprio a questa domanda.
Pipedrive si definisce “il primo CRM progettato dai venditori, per i venditori”.
Anche se probabilmente non è il primo, il resto è vero: è un CRM specificamente progettato per soddisfare le esigenze e i processi unici di un team di vendita. Il software è progettato per aiutare i team a gestire meglio le proprie pipeline di vendita, semplificando il monitoraggio di lead e opportunità, la gestione dei clienti e l'automatizzazione del lavoro intenso, tutto in un unico posto.
Iniziare con Pipedrive è un processo super facile. Prima di immergerti nelle effettive funzionalità dello strumento, ci sono solo tre cose che devi fare:
Dopo aver completato questi tre passaggi, è ora di iniziare a esplorare la piattaforma.
Pipeline e accordi lo sono Pipedrive's (e ogni Altro CRM di vendita) pane e burro. Sono rappresentazioni visive del tuo processo di vendita, comprese le fasi, il flusso delle trattative e lo stato delle trattative in corso.
In Pipedrive, le pipeline sono completamente personalizzabili. Puoi facilmente aggiungere nuove fasi alla pipeline e regolare l'ordine delle fasi trascinandole e rilasciandole: basta fare clic su "Modifica pipeline" nell'angolo in alto a destra.
Puoi anche aggiungere facilmente nuove offerte e visualizzare quelle esistenti dalla vista della pipeline. L'opzione per rivedere i dettagli di ogni offerta è particolarmente utile e accessibile semplicemente facendo clic su di essa nella pipeline. Ciò comprende:
Hai anche la possibilità di definire campi personalizzati per le tue offerte. Questi possono essere contrassegnati opzionale or necessario—Perfetto per aiutare il tuo team di vendita a dare la priorità alle informazioni chiave nei loro colloqui. La scheda "Offerte" è anche il luogo in cui il tuo team scriverà note, pianificherà le attività di vendita e monitorerà la disponibilità.
PipedriveLe funzionalità di tracciamento delle comunicazioni di sono fantastiche.
Per cominciare, il sistema organizzativo sottostante è super intuitivo: i contatti sono organizzati dividendoli in "persone" e "organizzazioni". Puoi quindi collegarli alle offerte a cui sono associati e controllare facilmente la cronologia delle chiamate, delle e-mail e delle attività con qualsiasi contatto o offerta.
PipedriveLa casella di posta elettronica di è incentrata sulle vendite e anche super intuitiva. Ha un sacco di funzionalità che accelerano il processo di gestione e invio di e-mail, tra cui:
C'è anche Scheduler, una funzione che ti aiuta a organizzare riunioni senza fastidiosi avanti e indietro condividendo la tua disponibilità e consentendo agli invitati di prenotare fasce orarie che funzionano per loro. Puoi anche impostare automaticamente videochiamate per fasce orarie programmate su Zoom, Microsoft Teams e Google Meet.
Ultimo, ma (sicuramente) non meno importante, Pipedrive si integra con un sacco di grande strumenti del telefono, in modo da poter effettuare chiamate dall'interno della piattaforma. Ciò semplifica il monitoraggio della tua attività, la registrazione dei dati e persino l'automazione di determinati processi relativi alle chiamate, ma più sull'automazione in un momento.
Uno dei PipedriveI principali punti di forza di sono le sue caratteristiche di automazione. Ce ne sono parecchi da decomprimere qui, ma ce ne sono due tipi principali:
Le automazioni delle vendite sono funzionalità progettate per aiutarti a ottimizzare il processo di vendita della tua azienda. Prendi Sales Assistant, ad esempio: questo strumento di automazione crea schede personalizzate basate sul comportamento con suggerimenti sulle prestazioni, notifiche e aggiornamenti sui progressi per ogni membro del team nel tuo elenco. Inoltre, avvisa tutti coloro che sono interessati dalle modifiche alle impostazioni e alle offerte, in modo che nessuno si chieda dove siano finite le loro offerte recenti.
Smart Contact Data è un altro strumento di automazione delle vendite che estrae dati da fonti come LinkedIn, Google e Twitter per aiutarti a comprendere meglio i tuoi contatti.
Per quanto riguarda il flusso di lavoro, PipedriveLe automazioni di ti consentono di creare azioni e processi personalizzati che vengono attivati automaticamente quando viene intrapresa una determinata azione (ad esempio, quando un accordo cambia fase della pipeline). Questi sono ottimi per ridurre il lavoro di amministrazione e liberare il tuo team per concentrarsi su cose più grandi e migliori (come chiudere accordi).
Infine, è il momento di parlare Pipedrivefunzionalità di reportistica di .
Partendo dalle basi, PipedriveI report di vendita di sono totalmente personalizzabili. Puoi tenere traccia di tutti i punti dati di cui hai bisogno e ritagliare quelli che non ti interessano. Inoltre, ci sono alcuni report predefiniti che puoi utilizzare, tra cui:
PipedriveAnche la dashboard di Insights di è fantastica: puoi trasformare tutti i tuoi dati e le tue metriche in grafici e grafici belli e interattivi facili da leggere (e condividere).
Se vuoi stabilire degli obiettivi per la tua squadra, Pipedrive hai coperto anche lì. Puoi creare obiettivi basati su offerte o attività e specificarli aggiungendo dettagli chiave come assegnatari, tipi, pipeline, durate e intervalli.
Oh, e se stai cercando ancora più personalizzazione, Pipedrive ha un'API aperta. Ciò significa che sei libero di creare integrazioni personalizzate che soddisfano anche i requisiti di reporting più specifici.
Pipedrive è uno dei pochi CRM selezionati che sembra davvero che ti stia facendo risparmiare tempo. Le sue funzionalità di automazione e l'interfaccia intuitiva semplificano la gestione di contatti, offerte, e-mail, chiamate e attività, il tutto senza dover inserire manualmente ogni singolo dato.
Aiuta sempre vedere le informazioni presentate visivamente, e questa è proprio un'area in cui Pipedrive eccelle. Dalla pipeline visiva alla dashboard di Insights e ai report interattivi, Pipedrive è ricco di funzionalità che semplificano l'interpretazione dei dati.
PipedriveMercato di è massiccio. Al momento in cui scriviamo, sono disponibili più di 300 integrazioni. Inoltre, gli strumenti elencati vanno dalle piattaforme di videochiamata agli strumenti di lead generation, quindi troverai sicuramente qualcosa che si adatta alle tue esigenze.
Pipedrive ha quattro piani a pagamento tra cui puoi scegliere.
Ancora sul recinto? Non preoccuparti: tutti e quattro i piani includono una prova gratuita di 14 giorni. Nessuna carta di credito richiesta.
Non sono tutte buone notizie, però. Oltre ai piani, dovrai anche pensare a quali componenti aggiuntivi ti servono. Alcune fantastiche funzionalità (ad esempio, Scheduler) sono protette da costosi componenti aggiuntivi che non vengono forniti con i piani di base.
Vantaggi | Svantaggi |
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Pipeline e campi altamente personalizzabili Cruscotti altamente visivi Vasta selezione di integrazioni Costruttore di automazione facile da usare Ampie capacità di reporting Piani a pagamento convenienti Prova gratuita di 14 giorni (nessuna carta di credito richiesta) |
Nessun piano gratuito per utenti leggeri Automazioni non disponibili su Essenziali piano Il sistema aggiuntivo aumenta notevolmente il costo Nessun sistema di ticketing e assistenza clienti imprevedibile |
Pipedrive è uno dei migliori CRM di vendita per un motivo: a pochi motivi, in realtà. Comprende molte funzionalità progettate pensando ai team di vendita e la maggior parte delle funzionalità viene eseguita bene.
Gli unici veri svantaggi sono il risultato dell'azienda dietro il prodotto, non il prodotto stesso. Se riesci a trascurarli, ti aspetta una grande esperienza.
Complessivamente, la Pipedrivevale la pena considerare se stai acquistando un CRM, ma non è nemmeno vicino all'unica opzione.
Se non hai trovato il CRM che stai cercando, Findstack può aiutare. Abbiamo compilato un elenco dei migliori CRM (completo di recensioni e confronti), tutto in un unico posto. Inizia a cercare il tuo nuovo CRM oggi!
is a highly intuitive platform, that hepls you to have a better control to your pipe. You can follow the all the sales process since it becomes a lead until a closed-won
the interface is a bit dull, should be a little more restrictive in terms of the information required to create a lead. Pipedrive should integrate better filters for leads and qualified leads.
as I mentioned, it has helped my team to more effectively organize their portfolio. This way we have better visualization throughout the sales process. Increasing our pipe by providing better customer follow-up
It is a highly full and user-friendly CRM; I appreciate its design and simplicity of use; it has many helpful capabilities; and it is simple to tag and work with other team members. Pipeline features a user-friendly interface and is excellent for creating and customizing reports. I heartily suggest it to customers who have no experience with CRM; I've tried numerous and this is the one I liked the most.
Pipedrive Dashboard is not as attractive or user-friendly as other CRMs like as Hubspot. It does not have as many marketing tools and automation features as Hubspot or other similar services. When you get new leads, it's a little confusing since I believe you need a lead inbox to better separate them and work from there instead of having to browse through the contacts area.
Personally, it helps me deal with prospects and manage them, but the major use I provide it is to my clients who have no expertise with CRM because most of its capabilities are quite simple to grasp and utilize. It is simple to cooperate and share with other members of the team. It is quite useful to observe the activity of other members on a weekly or daily basis, much like Salesforce or other CRMs. It has enhanced our process and increased our production.
Pipedrive allows to manage the inbound and outbound leads very easily. I was able to add all the important information of the client as well as the details/documents within one place, which makes it easier to handle the inquiry and the lead. The benefit is that you can integrate several other useful tools to this software so everything can be managed at one place
Particularly there is nothing that is disliked about Pipedrive yet. It's just that in the beginning if you try to use the software of your own initially than it is a bit difficult to understand the flow. But once you become familiar with it then it is easy to use.
I am able to manage everything at one place only. Whenever I need to recall any lead and its status I can easily find it out. Followup process becomes easier as I can update when to take the next followps. I can directly call and email the client from the software, which makes it super easy.
PipeDrive has a lot of decisions to deliver and accomplishments to establish, and we enjoy such constraints since they help us preserve consistency in our game. Custom fields make it simple to cover all possible courses of action. The amazing thing about Pipedrive is that it allows our entire firm to collaborate on projects. There are no communication breakdowns as a result of missing email chains or other issues. PipeDrive centralizes all information for each trade for optimal efficiency and production.
PipeDrive becomes unintelligible when it comes to directing leads and providing an opportunity for a client, but it does very little for the real organization or labor effort necessary in monitoring experimental orders from a customer. My major regret with Pipe Drive is that they haven't included an option for creating mass notes. This function would improve our performance and efficiency.
First and foremost, it's fantastic to be able to manage all of my relationships in one spot and see a history of what's been going on with each of them. We used to have a problem with project completion and communication along the route. We're all on the same page now, thanks to Pipe Drive, and there's complete transparency with notes throughout the platform. It made it simple for the organization to record talks with prospects, handle open deals, and track closing income.
I like Pipedrive's structure when it comes to generating a consistent flowchart for sales possibilities, talks, and contract discussions. Pipedrive offers a logical structure for tracking sales cycles in a consistent and orderly manner. Pipedrive requires very little assistance to get your team up and going. It's not a Salesforce in the sense that it's not an all-in-one solution and has limited flexibility, but it's excellent for simple sales-oriented CRM needs.
I wanted to get deeper into the analytics side of things in order to have more automation possibilities, and having a mechanism to gather contact information for prospects or leads would be perfect. As a result, I was dissatisfied with the fact that it is far from a one-stop shop. When it comes to critical sales leads, the app may be jam-packed with data by examining all sales leads without filters. Also, for people with little technological abilities, the app might be difficult to use at times.
Adoption is a major issue that Pipedrive addresses since it is so simple to use that there is no excuse not to use it. The advantages are that the statistics provided by the offer are key measures for the sales objective. We are defining the length and magnitude of our sales cycles and deals as a corporation. We can keep track of when sales negotiations begin and when a contract is signed. They also enable management to efficiently and effectively assign sales accounts to account executives.
You can be up and running in a matter of hours at a very low cost. I appreciate that the tile view is easy to use since it retains the job opportunities in the status view and it's easy to manage. It's also extremely simple to establish a new deal and mark it as won or lost. It works perfectly on desktop and mobile, and you can rapidly modify what's most essential, your pipeline is highly efficient, you can construct numerous stages and title them anything you want, and it's an easy setup exercise.
They are always changing the system, which is a good thing, but it might cause some stuff to not update while taking notes, tracking emails, and so on. And it can be a little sluggish and glitchy at times. It is primarily concerned with increasing the productivity of representatives. If your sales demand a large number of individuals to utilize and share the information, it is NOT suited for this.
We have many divisions, and Pipedrive allows you to construct various pipelines so that deals are properly monitored. We also have several users, and it's incredibly simple to assign jobs, take notes, and produce reports. This allows us to monitor sales cycles and discover gaps or bottlenecks in our operations. We've already forgotten about the Excel client list or using your ERP system as a contact database; pipedrive is the professional but very simple and intuitive solution to enable your sales team operate more structuredly and stay in continual contact. Through the pipeline, make contact with consumers and produce agreements.
It is a piece of software with capabilities that aid in the administration of customer relationships in my business. Its interface is straightforward and easy to use; it gives everything we need to join the market, identify clients, and provide them the proper products and services based on their wants and availability. It has aided in the improvement of critical sales procedures. Furthermore, the interface aids in the solid administration of any form of productivity in social networks. The service is without a doubt superb, and any sort of question is promptly answered.
The software is excellent and its performance is optimal, but integration with third-party tools is limited. If it improves, it may help you to use the tool more effectively, save time and save effort. Also, I would like to update it more frequently to avoid all kinds of bugs that have already occurred due to use. These are minor software glitches, but they can slow down the process.
It is critical software for us because we are always evaluating it. Our goal with the software is to specifically market and establish social media management for companies that have industry deficiencies. We were able to propel our brand inside through the strategic use of technologies. It has assisted us in broadening our reach, capturing the audience we require through campaigns, following up with consumers, and expanding our profitable business. It has functioned well in my firm, and we have experienced an increase in income since implementing Pipedrive; it includes all we want from a CRM and more.
It is without a doubt the greatest software I have used to construct a wide range of marketing projects, including campaign monitoring, customer tracking, event tracking, marketplace fluid branding, and social media management. It enables us to monitor identities across many firms, which means we only need to log in to Pipedrive once, and their mobile app always returns speedy results. I would say that pipedrive has positively impacted my business. When compared to other pricey software such as Salesforce and others, it is fairly affordable. Because of its useful features, it assists me in scheduling meetings and phone conversations with my clients.
Even though the mobile version works well, this is an extremely fantastic product. However, I discovered that maintaining email on mobile phones is a challenging chore. This became clear to me when I had to send a single email to a huge group of individuals. It is not fit for major corporations or organizations, in my opinion. The interface has been fantastic, however I wish the tools were more precisely organized; this would have a beneficial influence on time savings.
This is the most helpful and valuable tool, and I used it to do all of my work. This software has made the selling procedure a breeze. It's made the lead creation process more enjoyable. The program has been beneficial in terms of generating income or means of sale in order to generate said profits; we have been able to create the best strategies with Pipedrive based on the study and planning of the resources that our company possesses; in addition, we evaluate clients and make them partners of our services.
With the Pipedrive platform, you can monitor transactions and organize all your sales activities. The best tools of this software are Google contacts and calendar integration, mobile apps that go beyond optimal reporting and goal setting capabilities. Use tools such as Integromat and Zapier to integrate with literally hundreds of systems to make your seller's life even easier. I like the speed with which I can create custom fields and workflows, and the lead forms and chatbots on web pages that are easy to evaluate with Leadbooster.
The most significant disadvantage of Pipedrive is its cost, which severely limits functionality unless you invest a little more in a corporate plan, but this will be a significant barrier for small entrepreneurs; the tracking of pending activities is poor; and some of the integrations do not work very well. Unless they perfectly match a genuine location on Google Maps, addresses submitted on the main desktop version do not appear correctly on the mobile app. This implies that if the city where you're selling is in an area where Google Maps isn't yet completely established, you must be extremely cautious about how you record company addresses.
The troubleshooting capabilities provided by Pipedrive provide complete visibility into all sales channels, monitoring from one location, monitoring goals and reporting CRM to manage contacts and information about prospects. It's great because you can collect. This has increased the chances of successful sales and strengthened our ties with our customers. The level of automation enabled by the built-in workflow for good API connectivity means that virtually any business process can be beautifully captured and automated in hours. You could also connect Pipedrive to a communication tool such as Twilio to send SMS or WhatsApp messages to your customers at various stages of the process.
The solution's simplicity and easy accessibility have jazzed me. My entire team is on Pipedrive. Now I have access to all my deals and activities around the deal on the go.
As of now, there is nothing that I didn't like about Pipedrive. It has solved the gap between various CRM Solutions. Yet, I am keen and I look forward to an advanced User Interface.
- Team View - Sales Activities - Reps Performance and Monitoring - Forecasting - Sales Ops - One-Stop Managed Platform for Deals, Meetings and Mails My sales unit org is way organised with Pipedrive.
I like how simple this product is; it provides a range of choices for managing clients, it's really simple to use, and it keeps our leads organized; it's playing a big part in automation. Each transaction or account may be readily monitored and handled; for example, if you end a task on an account, you will be requested for follow-up activities, ensuring that essential follow-up tasks are not overlooked. You can get a general picture of everything from a single view, which is fantastic. It's always simple to move an account or work from one stage to another; simply drag and drop.
The price may be lower. Although the mobile version is considered to be quite handy, pipedrive is an almost flawless tool that can accomplish all it should. One small issue is that handling mail on mobile phones is tough. We occasionally encounter issues while sending a single email to several contacts. It is less appropriate for huge organizations or businesses.
We are working to invest in a platform that will help us stay focused; it is extremely simple to lose sight of what is important. Things have been going extremely well since we implemented Pipedrive in our business, and this platform has helped us keep on track with several deadlines and follow-ups. This CRM solution is extremely simple to set up and is regarded as a valuable tool for the sales staff. Pipedrive is unquestionably the greatest alternative for a scattered workforce, as its quick accessibility allows us to utilize this technology from anywhere in the world.
1. Great at keeping track of customers and the relationships/steps that we have taken 2. Great at helping our sales team keep up with tasks 3. Love that after an activity is finished, it pops up with another. 4. Visual pipeline - lets us track where all deals are at. 5. Won vs Lost - and helps us see the lost reasons and get better.
Not much to dislike yet - we've had most of our issues fixed and we're happy with it.
We're doing better at follow-up. It was the biggest gap in our organization, and it's helping follow up with people after they receive a quote. We expect a 20-25% increase next year just from tracking our follow-ups.
One of my favorite key features in Pipedrive is its support. From time to time I find myself having trouble doing some activities that I have not previously done, and support is a few clicks away to make my life easier.
They have a couple of bugs from time to time, or the servers go down, emails are not sent, but the good thing is that they usually are very quick to fix these bugs.
Pipedrive helps me keep my schedule as well as the pipeline clean. I has helped me organize all the contacts, leads, deals, companies, etc. And they have a lot of cool features that I am still discovering.
I love how easy to use Pipedrive is. I can use it seamlessly throughout my day whether I want to see how my sales are doing for the month or which clients I need to check in on- Pipedrive has excellent tools!
It does tend to create some double work of my day-to-day. AKA, I am doing work on Pipedrive that I am doing elsewhere; however, this is not a Pipedrive problem!
I am solving the problem of keeping all of my open sales deals and all my clients information in one place. I also love the feature of sending bulk emails- it is great to be able to do this at the click of a button.
PipeDrive has an abundance of decisions to deliver and set for achievements and follow-up, and we like those limits as they upheld us with keeping consistent over our game. Easy to use to cover all of the courses of action, with the custom fields, we can without a doubt analyst the magnate due from the customer.
PipeDrive turns out unfathomable for directing leads and working a chance into a client yet does truly little for authentic arrangement effort or task effort regarding overseeing experimental orders by a client.
A separation that can hole all notes and see all relations is an outstanding feature needed to give extraordinary customer organization. I was unsuitable for running the relationship without it.
Easy to set up and maintain, customizable and multiple sales stages, integration with Google, Clean UI
Wish it could connect with LinkedIn Sales Navigator
Managing 8 sales and account reps in 4 countries. Setting targets, establishing sales workflow, Visualizing the status in real-time
It's an easy-to-use software that helps you collect and maintain data about your leads, clients, and customers. There are a lot of popular services you can connect to your CRM and automatically receive external data. You can also customize your funnel for different statuses for your leads, clients, and deals. I found it helpful that Pipedrive allows you to connect your email and synchronize the email threads with specific leads.
There are some services that we could not integrate with the CRM, so we had to find the solution using integrators such as Integromat.
Pipedrive offers team plans, so you can invite your employees to collaborate with specific items in the CRM. There's the possibility to manage permissions for each user.
I like that Pipedrive is designed for account executives living in their funnel all day long. There is also a lot of strong reporting via insights, and for teams with additional technical capabilities, the API allows for added analysis and custom dashboards.
I think the focus on AI is silly - most of the AI suggestions amount to "sell more deals this week!" The platform is also limited in a way that Hubspot isn't, in that it's very focused on the pipeline stage itself without additional functionality for marketing.
We are able to track our deals through the different stages of the funnel, understand where they are getting stuck, and clearly communicate to AEs what fields are required at every stage.
Pipedrive has an excellent interface that allows me to build easy to follow funnels. And of course, the customer support is super fast. I can easily assing deals or leads to my team and follow up on our customers
The reporting section with the tables gets very complicated once you need to follow every individual's performance in your team.
Pipedrive makes it possible for me to follow each deal with all of its details very clearly
Pipedrive is a CRM (Customer Relationship Management) tool. However, we used it as ATS (Applicant Tracking System). In terms of features, it has classy dropdowns to access the options.
They're doing good. However, they should focus on report areas so anybody can pull reports as per the requirement. It is difficult to pull the desired report from Pipedrive from my experience.
We used Pipedrive as ATS. We were doing staffing tasks through it such as creating candidate databases and keeping their communication record. We also used it as a survey forms creator to get candidates' detail directly in Pipedrive. Similar to Google forms.