Pipedrive

Pipedrive is a great CRM for sales focused teams. Compared to other bloated CRM platforms Pipedrive focuses on what sales teams need with an easy to use platform optimized for creating contacts, accounts and opportunities and then moving those opportunities through the sales pipeline.

Easy to use and setup, intuitive drag and drop. Helps me with the sales cause of the pipeline at its core. So much better than spreadsheets where I came from!

great tool, but gets expensive!

It's good for simple businesses. But if you want to customize it, it has limitations. Although you can make a lot of customized fields but no formula field. This is needed for things like sales commission. They seem to have a responsive customer service, but seems to need more knowledge in the ins and outs of how their crm works. Pipedrive seem to have good call logging feature. However, when you're not online or if wifi is bad and you take notes, you should always backup. **Sometimes all notes disappear **when the phone gets online. Moreso, their smart data search is not impressive. It's better you do you own searching in Linkedin than to rely on their data search which doesn't search much info. Although it's good that they improved they search function (before it can only search in the name field), which can already search in notes, but it's not yet that thorough still.

Despite these, I still hope they would improve. Thinking now in jumping ship by next year.

[Edited by jmgwebdevt, August 02]