I had a great call with Rafael Salgado. He really helped me wrap my head around the right way to use data fields in Pipedrive. He also took a look at my current processes and automations, and gave me... See more
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The meeting was really helpful and Rafael very easy to talk to. I got good advice and look forward for our next session.
Reply from Pipedrive
It was absolutely necessary to learn PipeDrive better, and actually use the features. Rafael did great job explaining tools and also the why behind those.
And there are still quite many details that have to be tested out and if needed discuss in the next meeting.
As the sales team is mainly scientists, the sales theory is rather weak, Rafael helped to understand the lead inbox in a very nice way.
Maybe only down side was that the meeting was quite rushed.
Reply from Pipedrive
Every day there's a new popup to click closed. The UI gets more and more crowded, which is visually distracting and serves to hide the fields we use the most. It's really kind of amazing how PD continually f***s up the UI in the name of improvement! It wasn't always this way. Time to find another CRM.
Edit: I'll try to track the daily UI changes :) Posted on 8/26; today, 9/33 there are two. My pinned notes no longer show line breaks -- what a great change, PD! Now everything appears as a run-on sentence. And the leads now have a new bright red distracting indicator in the Next Activity column. PD, I can SEE when there is no activity scheduled; there was already a smaller yellow indicator there. What's next? We'll see tomorrow!
Reply from Pipedrive
This is quite possibly the worst customer service I've ever experienced. And the most ironic part of it is that it's a CUSTOMER RELATIONSHIP software! Unbelievable.
There are several issues that I need immediate help with and no one answered the chat customer service. I get auto-replies to my emails saying that the support email doesn't work. Our salesperson who onboarded us doesn't work there anymore so we have no one to contact.
Literally the only option is a chatbot? Unacceptable.
I will soon be reporting them to the authorities because we have been trying to deactivate accounts and the button doesn't work so it is theft at this point since there is no one to help with anything.
Reply from Pipedrive
Working with Rafael Salgado has been an outstanding experience. We’ve been using Pipedrive since 2023, and Rafael quickly helped us recognize that several aspects of the way our CRM had been structured and managed were preventing us from taking full advantage of the platform.
What impressed me most was Rafael’s ability to identify those issues, explain them clearly, and then provide practical solutions. He has helped us clean up and reorganize our CRM, implement better stages and processes, and establish a much more efficient structure for how we manage our workflow going forward.
Rafael is extremely knowledgeable about Pipedrive, but just as importantly, he is patient, encouraging, and genuinely invested in helping his clients succeed. He didn’t simply point out what needed to change—he helped us understand why those changes mattered and how they could improve the way we operate.
After having our CRM configured the same way for several years, it has been incredibly valuable to have someone with Rafael’s expertise take a fresh look at it and show us how much more the platform is capable of doing for us.
I’m genuinely grateful that Rafael Salgado reached out and began working with us. He has been an exceptional resource, and his knowledge, professionalism, and commitment to helping us optimize Pipedrive have already made a meaningful difference in our business. I highly recommend working with him.
Reply from Pipedrive
I had a great call with Rafael Salgado. He really helped me wrap my head around the right way to use data fields in Pipedrive. He also took a look at my current processes and automations, and gave me some solid advice on how to improve them. He basically left me with some 'homework' to do! Once I get all these changes set up, I’ll definitely be booking another session with Rafael so he can give everything a final check.
Reply from Pipedrive
I would avoid at all costs. Extremely difficult to amend or cancel subscriptions. This is based on 8+ years of experience handling users for our company.
Reply from Pipedrive
They are very good at onboarding you, but any support or help you need from there, you can forget it.
No phone support available.
Advised to email my support request. 6 emails over six weeks crying out for some help and zero responses.
Might be a good CRM system, but they are a really unhelpful company after working with them for the last 2 years.
Reply from Pipedrive
They are faceless and hide behind emails. They do not have any cooling off period, if you want to cancel your subscription
Reply from Pipedrive
Stacey Clarke is the best, she has helped me in so many ways as a beginning Pipedrive user I felt very lost and Stacey was patient, sent several follow ups, met with me several times and continuously showed me how to accomplish exactly what I wanted with my client lists and even adjusted my CSV file so it would perfectly pull into pipedrive.
Reply from Pipedrive
We have recently onboarded to Pipedrive as a 3 person team and we have loved the assistance and willingness from Eduardo Parreira and Tony Xavier - they have helped us to get up and running quickly and have provided some useful insights for us to overcome some challenges our previous provider was less willing or able to.
Reply from Pipedrive
I had a fantastic experience with Stacey, our Senior Customer Success Specialist at Pipedrive. She helped me quickly resolve some challenges I was having with Insights reporting and was incredibly patient, thorough, and knowledgeable throughout the process.
In no time, we had everything working the way I needed it. It’s refreshing to work with someone who genuinely takes the time to understand the issue and make sure you’re set up for success.
Definitely a five-star experience. Love the Pipedrive platform, and especially love the people behind it who support us!
Reply from Pipedrive
We moved from Hubspot to Pipedrive recently and the experience has been so seamless and stress free. Carolina helped us every step of the way, with clear communication and immediate responses to our queries.
Reply from Pipedrive
For some reason, removing a user is not enough to cancel the account; I need to go through a not-very-clear, multiple-step process with forced feedback to cancel.
I hope the frustrating cancelling process was worth it for you.
Reply to your reply: that is the most dishonest generic reply. You have very strict policies for your costumer support that you can't help even if it's rationale.
Reply from Pipedrive
I have an entire organization to move over. it has been weeks of me trying to get any set up assistance or onboarding and it has been excuse after excuse either audio problem or meeting cancellations. If you are a decision maker and have a reasonable expectation for things to get done in a timely manner do not waste your time. I have wasted hours setting up and booked several onboarding and nothing has come of it. I reached out in to customer service via email and chat and nothing has been done.
Reply from Pipedrive
Great customer service and help with understanding the CRM
Reply from Pipedrive
My interaction with Pipedrive and specifically Clarissa has been exceptional. We have started off with one subscription to develop the blueprint before we roll out to the team and with Clarissa's input, the process has been seamless knowing that we continuously have the support of an expert guiding us to achieve the overall objective.
Reply from Pipedrive
Definitely glad our team went with pipedrive, it's the sales-first CRM we have been looking for, not bogged down with busy interfaces we don't need all while being flexible to adapt how we want to organize and maintain our salesteam. Learning it was pretty quick and it's integration marketplace is key to making this over the top for our sales process. Thanks Zach!
Reply from Pipedrive
I absolutely LOVE this CRM. It's nearly perfect for my needs. Very robust but a pretty easy straightforward learning curve. Early days but so far I'm totally impressed!
Reply from Pipedrive
Pipedrive provides exactly what I need for a startup company expanding the pipeline to manage deals and contacts. It offers so much more flexibility than I need at this time, but that will be super helpful as we grow into that need. The customer service team is very helpful and always looking to ensure we are getting the most out of the platform.
Reply from Pipedrive
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