Pipedrive

es ideal si tienes una empresa pequeña donde no se tienen tantas ventas, mas calidad que cantidades. la complementación de la herramienta es fácil, amigable e intuitiva de usar.

Puntos a favor

puedes gestionar a tus clientes de forma fácil, tienes diferentes planes según tus necesidades, el primero puede ser muy básico. Me gusta que últimamente han en sus servicios al cliente, a adaptación del idioma y las capacitaciones sobre la herramienta.

Puntos en contra

tiene limitaciones en la gestión de correos, puedes integrar con Mailchimp pero no puede ver las misma métricas que es otras herramientas.

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.

Puntos a favor

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.

Puntos en contra

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.

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.

Puntos a favor

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.

Puntos en contra

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.

We've tried various CRM programs over the years. This is the best solution thus far.

Puntos a favor

It's very intuitive and allows you to make immediate adjustments. We can all be on a staff meeting and discuss a project and make an immediate modification to the account or covert to the next step.

Puntos en contra

It doesn't seem overly LINKEDIN friendly. It doesn't always pull past history of emails from outlook.

Overall a good experience using the platform my new team members just needed two days of training and found it easier to use.

Puntos a favor

Easy to manage different pipelines for different sales projects. The email template is one of the key features we like as it allows us to format our emails and the fields are filled in automatically, so every client receives a quality email without spending time typing out individual emails. Like the filter system that allows you to select just the clients, you wish to target and even the group email shot is an excellent tool we use often. We have added out funnels and Xero to the platform and both work perfectly with Pipedrive. Our market profile is primarily created on google documents and we have ease of importing the information onto the Pipedrive pipeline. We use the activities to set reminders which allows us to keep track of our work tasks on a given day. For sales, you can modify the platform to include the key features that you would like for your company and client information to be saved. Allows you to make group amendments in list form for a high volume of clients so if you need to split the work between the team this is an excellent tool.

Puntos en contra

The emails received are not automatically assigned to a client and sometimes land on other client's deals in Pipedrive. There seems to be a lot of downtime of late and we have had several clients confirm that they have not received the email off Pipedrive. There is a lot of new additions to Pipedrive but not enough time to learn them this can be a pro and a con. The support is not always available for immediate help. There is no key information once Pipedrive is down of who you can contact for support. I don't like the Lead section it really just sits there quite useless to us.