CRM sales tracker by Pipedrive 4+

They really need to give the user some control over appearance and font size!

[Update: thanks for the developer response! If Pipedrive responded to the built in iOS font size adjustments like native iOS apps do, I think it would solve the problem!]

The product will get five stars, if you could actually see an address without a microscope in the contact view. When I go into to FedEx to ship a sample, or when I need someone to quickly see an address on the contact card, it’s nearly hopeless.

I would also like the follow up activity screen to ask if I want to add a follow-up task, instead of just looking just like a task I just completed. I can’t tell you how many times I accidentally add a task, or I’m concerned about canceling a task that I thought it was completing because I get distracted for one second. I would even go so far as to make a follow up task a different color than the task I just completed.

Other than that, a great program! Lots of other CRM is on the desktop are kind of idiotic. Even an 800 pound gorillas like SalesForce, for example, make you click through pages of contacts, rather than having an infinite scroll like PipeDrive has. There are lots of other little details where PipeDrive beats the competition — but I would like to see them tuneup their mobile app to be a little bit more flexible in terms of configuration, and a little cleaner in layout.

Developer Response ,

Thank you for your review. We will pass your feedback onto the team re: viewing the address.

Enough CRM

We are a small motor scooter dealer that builds relationship with our customers and needed a solution for follow through after the sale, besides all the other stuff with a Crm. I had looked at this product before and passed on it. I had our staff test three CRM products that they would use daily. I was surprised they chose Pipedrive for ease and simple to understand what’s happening with a Deal. With other products they had to hunt for the same info. I moved forward and set it up for us during the trial period and found the help helpful. The email is great linking up with the customers and vendors. Is saving me time daily.
This week my email stopped working and I found myself with the opportunity to see how the Tech Support worked and responded to our troubles. I used the chat. Amazed how quickly they were there and present with me. First they had me do clearing history and a few other things to get it back, then had me send screen shots and bumped to the engineers. My email was back within hours and all the while the tech support person kept me informed. Happy to say not user error and the tone was upbeat and never felt like I was putting them out. Pleasant experience.

Excellent customer service but lacks repeating tasks / events

Very good app. It handles several complex challenges in as simple/easy a way possible.
BUT - it does not have repeating tasks. Users have been asking for repeating tasks for years, but nothing yet. If you have regular contact with customers, you have to create a new task for each year, quarter, renewal date, etc. Yes, you can work around it. But you’ll have to remember to schedule your next reminder rather than be able to have the software remember for you. Which is pretty much what CRM is supposed to do.
Other than this one major flaw, Pipedrive is outstanding.
What really stands out is the customer service department. I can tell a real person takes a moment to understand the question then answers carefully. When the app doesn't quite fit what I want, they offer a workaround and send my suggestions to the developers. I am a real estate broker and needed to adjust one key component. I consider a deal "won" when a client agrees to use my services. "Won" in Pipedrive = closed transaction. So when a prospect lists a property with me, that is a stage they advance to rather than being marked "won".
Very good email management, too.