¿Quién utiliza este software?

Equipos de ventas que buscan una herramienta de ventas simple, pero potente para organizarse.

Valoración media

2105 opiniones
  • En general 4.5 / 5
  • Facilidad de uso 4.5 / 5
  • Atención al cliente 4.5 / 5
  • Funcionalidades 4.5 / 5
  • Relación calidad-precio 4.5 / 5

Detalles del producto

  • Precio de partida 15,00 US$/mes
    Ver precios
  • Versión gratuita No
  • Prueba gratis Sí, consigue una prueba gratuita
  • Implementación En la nube, SaaS, web
    Móvil: nativo de iOS
    Móvil: nativo de Android
  • Formación Seminarios web
    Documentación
  • Asistencia En horario ininterrumpido (atiende un representante)
    Horas laborables
    En línea

Datos del proveedor

  • Pipedrive
  • https://www.pipedrive.com
  • Fundada en 2010

Sobre Pipedrive

Pipedrive es una herramienta de gestión de relaciones con los clientes centrada en las ventas que satisface a equipos de todos los tamaños. Con más de 85 000 clientes de pago en 155 países, los equipos de ventas son atraídos por este diseño simple pero potente de CRM que prioriza la facilidad de uso por encima de todo. Cuando se utiliza Pipedrive, nada se pasa por alto. Esto permite que el equipo pase menos tiempo archivando y más tiempo realizando ventas gracias a un CRM ágil y potente.

Funciones de Pipedrive

  • Búsqueda de clientes potenciales
  • Captura de clientes potenciales
  • Distribución de clientes potenciales
  • Evaluación de clientes potenciales
  • Generación de clientes potenciales
  • Gestión de campañas
  • Gestión del pipeline
  • Segmentación de clientes potenciales
  • Seguimiento de actividades
  • Seguimiento de fuentes
  • Distribución de clientes potenciales
  • Enriquecimiento de clientes potenciales
  • Escaneado de tarjetas de visita y de identificación
  • Evaluación de clientes potenciales
  • Extracción de datos
  • Generación de clientes potenciales
  • Generador de formularios
  • Ludificación
  • Notificaciones de clientes potenciales
  • Panel de comunicaciones
  • Verificación de datos
  • Búsqueda de clientes potenciales
  • Captura de clientes potenciales
  • Descubrimiento de contactos
  • Evaluación de clientes potenciales
  • Generación de clientes potenciales
  • Gestión del pipeline
  • Identificación de visitantes
  • Importar/exportar contactos
  • Integración de base de datos de clientes potenciales
  • Segmentación de clientes potenciales
  • Campañas de goteo
  • Captura de clientes potenciales
  • Evaluación de clientes potenciales
  • Gestión de campañas
  • Gestión del pipeline
  • Métricas de rendimiento
  • Notificaciones de clientes potenciales
  • Personalización
  • Pruebas A/B
  • Segmentación de clientes potenciales
  • Base de datos de clientes
  • Generación de propuestas
  • Gestión de campañas
  • Gestión de canales
  • Gestión de clientes potenciales
  • Gestión de comisiones
  • Gestión de contactos
  • Gestión de contratos
  • Gestión de llamadas
  • Gestión de oportunidades
  • Gestión de ventas sobre el terreno
  • Gestión del territorio
  • Marketing por correo electrónico
  • Métricas de rendimiento
  • Previsión de ventas
  • Seguimiento de recomendaciones
  • Acceso móvil
  • Almacenamiento de documentos
  • Evaluación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de chat interno
  • Integración de redes sociales
  • Marketing por correo electrónico
  • Presupuestos y ofertas
  • Segmentación
  • Sistema de calendarios o recordatorios
  • Análisis predictivo
  • Automatización de marketing
  • Comunicación con los pacientes
  • Expediente del historial clínico
  • Gestión de campañas
  • Gestión de médicos
  • Gestión de pacientes
  • Segmentación por público
  • Alertas sobre las propiedades
  • Correspondencia cliente/propiedad
  • Gestión de campañas
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Marketing por correo electrónico
  • Segmentación
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones
  • Análisis de atención al cliente
  • Búsqueda
  • Catalogación y categorización
  • Chat en vivo
  • Control de respuestas por correo electrónico
  • Gestión del conocimiento
  • Métricas de rendimiento
  • Portal de autoservicio
  • Seguimiento de asistencia al cliente
  • Asistencia al cliente
  • Automatización de marketing
  • Catálogo de productos
  • Evaluación de clientes potenciales
  • Gestión de campañas
  • Gestión de centros de atención telefónica
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Gestión de documentos
  • Gestión de encuestas
  • Gestión de listas
  • Gestión de proyectos
  • Gestión del territorio
  • Marketing por correo electrónico
  • Presupuestos y ofertas
  • Páginas de aterrizaje y formularios web
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones
  • Gestión de contratos
  • Gestión de presupuestos
  • Gestión de proyectos
  • Gestión de ventas
  • Gestión del tiempo
  • Previsión
  • Programación
  • Seguimiento de clientes
  • Alertas de cuenta
  • Gestión de clientes potenciales
  • Gestión de marketing
  • Gestión de recursos
  • Gestión de relaciones
  • Gestión del territorio
  • Seguimiento de gastos
  • Seguimiento de hogares
  • Seguimiento de la influencia
  • Tareas del equipo
  • Almacenamiento de documentos
  • Chat en vivo
  • Escaneado de tarjetas de visita y de identificación
  • Evaluación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de redes sociales
  • Presupuestos y ofertas
  • Previsión
  • Segmentación
  • Sistema de calendarios o recordatorios
  • Análisis
  • Chat en vivo
  • Contenido en vídeo
  • Distribución de contenido
  • Gestión de bajas de la suscripción
  • Gestión de comunidades
  • Gestión de la comunicación
  • Ludificación
  • Recopilación de comentarios
  • Base de datos de contactos
  • Búsqueda de clientes potenciales
  • Búsqueda/filtro
  • Contactos compartidos
  • Gestión de clientes potenciales
  • Gestión del pipeline de ventas
  • Importar/exportar contactos
  • Segmentación
  • Seguimiento de interacciones
  • Análisis
  • Análisis de sentimientos
  • Análisis de tendencias
  • Análisis de texto
  • Gestión de acciones
  • Gestión de comentarios
  • Gestión de encuestas
  • Gestión del conocimiento
  • Panel de comunicaciones
  • Recolección multicanal
  • Segmentación de clientes
  • Captura de clientes potenciales
  • Distribución de clientes potenciales
  • Evaluación de clientes potenciales
  • Gestión de campañas
  • Gestión de datos
  • Gestión de listas de llamada
  • Gestión del rendimiento
  • Grabación de llamadas
  • Marcación automática
  • Panel de comunicaciones
  • Análisis
  • Búsqueda de clientes potenciales
  • Evaluación de clientes potenciales
  • Generación de clientes potenciales
  • Identificación de cuenta de destino
  • Personalización de campaña
  • Segmentación de clientes
  • Seguimiento del avance
  • Supervisión de la implicación
  • Colaboración
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Gestión de contenidos
  • Gestión de documentos
  • Gestión de la formación
  • Gestión de objetivos y cuotas
  • Gestión de ofertas
  • Gestión de presentaciones
  • Gestión de reuniones
  • Gestión del rendimiento
  • Gestión del territorio
  • Análisis de competidores
  • Análisis de correlaciones
  • Análisis de evolución de ventas
  • Análisis estadístico
  • Creación de informes de excepción
  • Modelado dinámico
  • Modelado y simulación
  • Métricas de rendimiento
  • Panel de comunicaciones
  • Presentación gráfica de datos

Productos alternativos

Productos similares

Las opiniones más útiles de Pipedrive

Great product, easy to use and many features

Publicado el 30/9/2018
Chris A.
Agent
13-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña 
Fuente: SoftwareAdvice
5/5
En general
5 / 5
Facilidad de uso
4 / 5
Características y funcionalidades
4 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Puntos a favor: • 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

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

Driving you pipeline to success

Publicado el 20/7/2018
Virginia B.
Communications Manager
Tecnología y servicios de la información, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
Fuente: GetApp
5/5
En general
5 / 5
Facilidad de uso
4 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Puntos a favor: 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.

Contras: 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).

Pipedrive is an exceptional tool for Sales Managers and Sales Teams

Publicado el 27/11/2017
Andrew A.
Business Coach
Consultoría de gestión, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña 
Fuente: SoftwareAdvice
5/5
En general
5 / 5
Facilidad de uso
4 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Puntos a favor: 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.

Contras: 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.

The Best That I've Tried

Publicado el 16/11/2016
Adam A.
Owner
Propiedad inmobiliaria, Trabajador autónomo
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña 
4/5
En general
4 / 5
Facilidad de uso
4 / 5
Características y funcionalidades
4 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: 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.

Puntos a favor: Email integration
Mobile app
Customization

Contras: 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

Pipedrive is EXACTLY what our sales/CEO needed.

Publicado el 16/11/2016
Kurt P.
IT/Data Manager/HSEQ
Petróleo y energía, 13-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña 
5/5
En general
5 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

Leer más opiniones