Pipedrive

Pipedrive

Avec Pipedrive CRM tool plus rien n’arrête les vendeurs

4.6/5 (1901 avis)

Pipedrive - Présentation

Pipedrive est un outil CRM simple, intuitif et entièrement personnalisable afin de vous assister dans la gestion des négociations de vente.
Son interface en glissé-déposé vous permet de visualiser vos processus de ventes en pipeline ou en calendrier, de gérer vos contacts, vos activités et vos produits en toute simplicité.
Intégrez vos mails, appels et progrès pour suivre les résultats et avancements de votre équipe en temps réel.
De plus Pipedrive est entièrement modulable car compatible avec une multitude d'applications et intégrable avec Google Apps. Vous pouvez ainsi importer vos données depuis un grand nombre de CRM, et les exporter à tout moment. Enfin, il est mutilingue, multi-devises, et disponible sur mobile et tablette.

Prix

À partir de
$15/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine

Langues

néerlandais, anglais, finnois, français, allemand et 9 autres, italien, japonais, coréen, norvégien, polonais, portugais, russe, espagnol, turc

Pipedrive - Avis

Note globale
4.6/5
95% d'avis positifs
1261
Excellent
547
Très bien
77
Moyen
14
Médiocre
3
Horrible
Traduire avec Google Translate

Great product, easy to use and many features

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 30/09/2018
Provenance de l'avis : SoftwareAdvice

Avantages

• Workflow automation (Move a deal and an activity is added, whenever we make a new contact a new deal can be added, etc.) – Super Useful!
• Can send emails directly through platform and they show up in Gmail
• Does not intergrade directly with Intercom only through Zappier.
• Can link with Gmail calendar
• Analytics – With deals won (by month, day, year etc), value of deals won, average per deal, average time until a deal is won, look further and you can see what products make up those deals won (term, perm, CI etc),
• Deals lost – by stages, by stages over time, by reasons, by reasons over time (you can narrow what stage you are struggling in).
• Won vs lost – rate of % on conversion to the next stage, conversion for the first stage, lost from this stage, conversion to won (win/loss ratio). Track the % chance of moving the deal to one stage to the next.
• Forecasting revenue – Current revenue, future deals to be won, can update the close dates from month to month, see what has been won, view the stages on the open deals and adjust the closing month (status bar showing its stage), set delivery date option (ie you put the deal in won when it goes to underwriting and the sits there for a period of time (3 weeks) to get a precise date when the revenue is received).
• Deal conversion but nothing else, Deals won, Deals lost, revenue Forecast (platinum only)
• Deal won can set an email reminder to our future admin person to send a thank you card!
• Works with mailchimp as well
• Customer success team can help after the client is opened. No time limit available.
• Has slack and Trello integration
• Direct integrations with analytics and marketing software.
• LINKS WITH AIR CALL
• Integration with intercom through automate (can create a note on the clients profile on the CRM when a message is received or sent).
• Can 2 way sync all intercom and CRM contacts through PieSync App
• Create Pipedrive deals for new Intercom users (Zap)
• Most integrations available by far

Inconvénients

Not as clean as Fresh Sales, does not have an internal platform for email messaging must link with mail chimp.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Traduire avec Google Translate

Driving you pipeline to success

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 20/07/2018
Provenance de l'avis

Avantages

Pipedrive’s lead management CRM is intuitive, well-organized/easily customizable, and perfect for any sized company. It’s been extremely beneficial in helping to streamline our sales processes. I would strongly recommend enrolling in Pipedrive’s free trial; this will let you test out any of Pipedrive’s plans for the full thirty to get a better feel for how it works and find the correct plan for your needs.

Pros
Pipedrive’s Silver plan is very reasonably priced and comes with all the CRM necessities suitable for most small to mid-sized business. Sales… it’s a messy process… but there’s no headache with Pipedrive. You can easily set up customized pipelines for each user as well as view and transfer deals between pipelines. The ability to utilize two separate Pipelines to test against each other has been really beneficial in helping us groom our sales initiatives and outreach tactics. You can also, send emails from directly within the CRM’s platform; saving you time to engage more with potential clients and aids the process for keeping track of follow-up appointments and next step action items (discovery calls, presentations, proposals). Pipedrive supports over 100+ apps and integrations; we’ve integrated Lead Liaison, our lead generation tracking application, with Pipedrive so we don’t have to manually enter new leads, prospects, etc. from one CRM to the next. As an alternative to using the integration(s) you can also import spreadsheets directly into Pipedrive and assign deals and prospects to a specific owner. One of Pipedrive’s best features is the option to import contacts and merge them with those already in your database so you don’t have duplicates. This application is perfect for sales on the go; you can create custom reports to be sent to your email (for notifications on activities, emails, calls, etc.) and access your pipeline through Pipedrive’s mobile app so you can keep up with your clients and sales team(s) at all times.

Inconvénients

Although the Silver plan does not provide all the enriched features as the Gold, (i.e. 2-way email syncing, call scheduler, email tracking, etc.) we don’t want to switch all of our users over to the Gold plan because only a few of them would benefit from/would need the extra features. I wish there was a way to upgrade some of our users to the Gold plan and keep the others at Silver.

We use Pipedrive’s integration with Slack to notify our team when a deal has been identified, won and/or lost. Currently, you have to use a third-party (Zapier) if you would like your notifications to be more specific and I have been unable to get Zapier to work correctly for us. I have already reached out to both sides for help but have not come to a solution (… so beware you may run into problems with integrations – without a lot of helping support from either side).

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Traduire avec Google Translate

Pipedrive is an exceptional tool for Sales Managers and Sales Teams

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 27/11/2017
Provenance de l'avis : SoftwareAdvice

Avantages

The brilliance of Pipedrive is that by implementing the tool, Sales Managers as well as business owners will find that they simultaneously build best practice Sales Management capability into their businesses.
Pipedrive really feels like it has been built by Sales Managers and Sales People, rather than by technical people, as it takes into account the things that frustrate Sales Teams the most.
For example, simplicity and ease of use is essential to ensure that Sales People adopt any new Sales Tool. Pipedrive has really embraced simplicity and ease of use. One company I work with has a team of sales people mostly above the age of 50, who have successfully adopted Pipedrive.
For Sales Managers, to have a tool to help them accurately predict whether their sales people are going to miss target, BEFORE it happens, is essential.
Pipedrive makes it easy to setup standard sales processes. And to monitor leading measures that will predict future problems. This gives Sales Managers time to take corrective action.

The tool also comes with the most powerful data import engine that I've ever worked with. So migrating legacy data into the tool is far easier than with any other tool I've worked with.

All in all, I give Pipedrive a big thumbs up.

Inconvénients

This is a minor point because it's easy to work around this problem: Pipedrive's ability to filter deal data an become frustrating as you have to setup pre-defined filters, and you very quickly get bogged down with too many filters. The workaround is to export the data into Excel and manipulate the data from there.

Also, the ability to work with a pre-defined set of Products, while available in Pipedrive, is not the tools strong point. I hope to see a more refined implementation of Product capabilities in future releases.

Lastly, it's important to note that the pre-defined reporting only starts to make any sense after some history of data is available. Some of the reports make sense after a few weeks of diligent use of the system by the sales team. Other reports will likely only make sense after a few months of system usage. Obviously this problem is relevant to any sales tracking system, not just Pipedrive.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Traduire avec Google Translate

Pipedrive is EXACTLY what our sales/CEO needed.

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 16/11/2016
Provenance de l'avis : Capterra

We used to use endless excel spreadsheets and Dropbox to keep the sales/CEO up to date. This system did not work very well and was not helping our sales team and president/ceo keep up to date on the status of contracts 'in the pipeline'. When I saw an ad on Facebook for Pipedrive, I instantly knew it would be a perfect fit for our organization. It's super easy to use All you need is a browser. No more excel spreadsheets, dropbox accounts, syncing issues etc. The sales team / CEO can add new 'deals' in just a few clicks.

When I gave my presentation to Management, they instantly "got it" once I dragged a new deal from the first stage "initial enquiry" to the second state "contact made". When I then updated the deal to indicate that a proposal had been submitted, I dragged the deal over to the "proposal submitted" stage and everyone said "aaaaahhhhhh".

Favourite Features:

1. Ease of use. - All you need is a browser and there is a mobile app.

2. Deal stages - You can drag a deal from various stages (use the default or customize with your own sales pipeline) to instantly show what stage your deal is in. You can also have MULTIPLE pipelines. For us, we have a Primary and Secondary Pipeline

3. Creating Activities / Tasks - You can assign tasks such as 'emails, lunches, phone calls, follow ups' etc and have them assigned to users. Those users get automatic email reminders the morning the task is due.

4. Indications for overdue Activities / Tasks - You can instantly see (via a green, grey, yellow or red) Icon next to each deal if you have a task that is due today, or overdue, or no task assigned yet.

5. Reporting - You can instantly see in the 'dashboard' your current sales performances such as deals won (and for how much), the dollar amount of deals in the pipeline for each week, month or quarter etc, deals lost etc.

6. Email functionality - You do not have to manually copy / paste emails into Pipedrive deals. If you use the deal specific bcc address, all information in the email is automatically entered into that deal.

7. File uploads - You can upload your presentations, proposals straight into pipedrive.

8. Customization - Just about everything is customizable.

9. Deal Rotting - Deals are highlighted in red when they are 'rotting' meaning no activity over the past X number of days.

10. Dollar Amounts - Each deal can be given a dollar amount.

Avantages

Ease of use.
Deal Rotting
Deal dollar amounts
Dragging deals from the various stages
Multiple Pipelines
Outlook Email Integration
Mobile App
Everything is customizable
File uploads
Weighted deal dollar amounts
Color coded icons for activites that are due, expired, or have not been assigned yet
emails for activities that are due that day.

Inconvénients

Sometimes when you add a deal, you ahve to refresh in order for it to show. Also when you edit a deal and add a note for example, that deal moves to the bottom or top of the list in that various stage. It would be better if that deal stays where it currently is in that stage, even if you update something in that deal.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Traduire avec Google Translate

The Best That I've Tried

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 16/11/2016
Provenance de l'avis : Capterra

A few months ago, I started using Pipedrive. Back then I chose Pipedrive because they were the only CRM that would allow me to create a customer field not only populate that data from a spreadsheet import, but allow me to update that same field later with some new data. I work a lot with quarterly data from the banks, so that was what won me over initially. At the time I compared it to Insightly, which does not allow updates to custom field from an import.
A few month later as my business developed, Pipedrive then added the integrated email feature. That was awesome. My business model was evolving, so I tried out Insighlty again, Soho and Trello because I knew others that were using it. While Insightly and Trello would allow you to assign emails to a deal or flow, it was troublesome. Soho doesn't allow any email assignments to a deal. I'll give them Kudos though because I paid $25 to try them out and they were kind enough to refund my money. Now I know there are more CRMs out there. And I figure some of the higher dollar ones might do everything that I want. But right now I am happy with what I am getting for my monthly rate with Pipedrive.
Is it perfect? No. It's about 85% of what I need. Pipedrive comes out with new features all the time, so I one day they might be up to 90-95% of what I need.

So here are my Pros
Email Integration - with a click of the mouse I can assign an email to a deal.
The Ability to Update Custom Data
Mobile App
Customization
Communication with Support

Cons
I could use some functionality to automate the creation of tasks as the deal moves from one stage to another. I am getting around that right now by using Automate.IO and Zapier. They both provide 5 Free automation scripts.

The mobile app does not use email. So when I am out and about, I am using my Gmail for work and then I have to do some cleanup later with tying emails to deals.

I can't flag emails. For example, in Gmail if it is an important email, I will star it so that it is a constant reminder for me to address something. It would be nice to have a feature to do that with Pipedrive. At the minimum, allow me to create an activity with the email with the click of a button.

Lack of development communication - What's being worked on? Where is the developer / user conversation. It's not required, but it would be nice.

Overall I do enjoy my Pipedrive.

Avantages

Email integration
Mobile app
Customization

Inconvénients

Email integration - I would love to be able to assign an email to multiple deals.
Email flagging - I would love to be able to flag an email as important, like stars in Gmail, or have the ability to convert it to an activity.
Email on the mobile app - doesn't exist, which forces me to use my Gmail

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Pipedrive - Prix

À partir de
$15/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

3 plans avec tarifs par utilisateur et par mois (15€, 29€ et 75€). Réductions si paiement annuel

Pipedrive - Fonctionnalités

  • API
  • Champs personnalisables
  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Intégration mobile
  • Modèles d'e-mails
  • Modèles personnalisables
  • Notifications automatiques
  • Rappels automatiques
  • Rapports et statistiques
  • Rapports personnalisables
  • Suivi des activités
  • Tableau de bord d'activités

  • Base de données de clients
  • Intégration des médias sociaux
  • Paiements électroniques
  • Stratégie de marque personnalisable

Plus d'informations sur Pipedrive

Pipedrive - Principales fonctionnalités

  • 24/7 Support
  • Apps Mobile
  • Calendrier Google et Contacts Integration des Contacts
  • Creation d'objectifs et rapports
  • Customisation totale
  • Historique des contacts
  • Intégration Email
  • Multi-Languages
  • Pipeline de ventes visuel - Super control et visualisation des ventes
  • Postes et visualisation de la structure d'équipes
  • Puissantes intégrations

Avantages

- Visualisation optimale de vos négociations
- Plannification facile avec l'outil vue en calendrier
- Entièrement customisable
- Reporting en temps réel
- Gain de temps : Elimination de fonctionnalités superflues
- Synchronisation Google Drive, Calendar, Contacts, Dropbox pour Gmail
- Se connecte à de nombreux logiciels : Mailchimp, Rightsignature, Contactually, Ecquire Easily + API disponible pour customiser les intégrations
- Vous pouvez même l'utiliser pour recruter !

Pipedrive - FAQ

Voici quelques-unes des questions fréquentes sur Pipedrive.

Q. Quels sont les types de licence disponibles pour Pipedrive ?

Types de licences disponibles pour Pipedrive :

À partir de: $15/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

3 plans avec tarifs par utilisateur et par mois (15€, 29€ et 75€). Réductions si paiement annuel

Q. Quelles sont les principales fonctionnalités du logiciel Pipedrive ?

Fonctionnalités du logiciel Pipedrive :

  • 24/7 Support
  • Historique des contacts
  • Intégration Email
  • Customisation totale
  • Creation d'objectifs et rapports
  • Calendrier Google et Contacts Integration des Contacts
  • Apps Mobile
  • Multi-Languages
  • Puissantes intégrations
  • Postes et visualisation de la structure d'équipes
  • Pipeline de ventes visuel - Super control et visualisation des ventes

Q. Qui utilise Pipedrive ?

Utilisateurs habituels du logiciel Pipedrive :

Auto-entrepreneurs, Entreprises de taille moyenne, Non Profit, PME

Q. Dans quelles langues Pipedrive est-il disponible ?

Langues dans lesquelles Pipedrive est disponible :

néerlandais, anglais, finnois, français, allemand, italien, japonais, coréen, norvégien, polonais, portugais, russe, espagnol, turc

Q. Quels sont les types de licence disponibles pour Pipedrive ?

Types de licences disponibles pour Pipedrive:

Abonnement

Q. Pipedrive prend-il en charge les appareils mobiles ?

Appareils pris en charge par Pipedrive :

Android, iPhone, iPad

Q. Avec quelles applications Pipedrive peut-il s'intégrer ?

Applications s'intégrant à Pipedrive :

ActiveCampaign, Acuity Scheduling, Bitium, Freshdesk, Help Scout, HubSpot Marketing, PieSync, SeamlessGov, Survicate, Zapier

Q. Quelles sont les ressources d'aide disponibles pour Pipedrive ?

Ressources d'aide disponibles pour Pipedrive :

FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo

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