Pipedrive

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.

Desventajas

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

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.

Desventajas

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.

Alternativas consideradas

Razones para elegir Pipedrive

Software anterior

Razones para cambiar a Pipedrive

Puntos a favor

Pipedrive really is built for salespeople. The reporting functions for management are there, and getting better every quarter, but is the ease-of-use for a salesperson that distinguishes Pipedrive.

Desventajas

Automations are generally a very strong feature of Pipedrive, but one type of automation is missing (unless you use an external service). That missing capability is date-based triggering of workflows. Pipedrive cannot yet send a birthday greeting or followup message based on a date (past or present). This is an inconvenience for us, and we have to use external tools to solve that problem.

Alternativas consideradas

Razones para cambiar a Pipedrive

Puntos a favor

Pipedrive is a breeze to set up, inexpensive, and easy on the eyes too – the UI is very intuitive.

Desventajas

It lacks some of the more powerful integrations that you might come to expect from a (admittedly more expensive) competitor.

Alternativas consideradas

Razones para cambiar a Pipedrive

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.

Desventajas

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.