Give your feedback about new idea: Pipedrive Lite
UPDATE: Hi everyone, thank you for your participation! This research session has closed, and our product team will review all the data and feedback provided to determine whether this concept is worth pursuing.
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Dear Pipedrive community
We have received your feedback regarding Pipedrive being difficult to use, especially for those transitioning from Excel to a CRM for the first time. The terminology and navigation can be confusing and overwhelming - we get it.
To address this, we are exploring ways to simplify the experience for first-time users, particularly those who choose our Essential plan. One idea we have is to introduce a new plan and change the user experience in a way that includes only the most important features. This plan would focus on basic functionalities such as:
- Deals: For daily deal management
- Contacts: To manage contacts
- Emails: To send out emails
- Activities: For tracking tasks and appointments
- Easy Data Import: To quickly insert your important leads or deals
We have included some screenshots below for your reference.
Deals view
Contacts view
Activities view
To ensure we get this right, we kindly request your feedback on the following:
- What basic feature set would help you perform the most essential daily activities as a salesperson? We understand that manager-level users might need more dashboards and insights, but we are focusing on the essentials for first-time users.
- Who would be interested in trying out "Pipedrive Lite," which consists of deals, contacts, data import, and activities? Please show your interest by giving this post a thumbs up.
We will register your interest here, and with your support, we can work towards creating a simpler Pipedrive with easier navigation for first-time CRM users transitioning from Excel.
We look forward to hearing from you. Thank you!
Comments
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I don't see the point.
Instead I would prefer better integration - i.e. leads having the same capabilities as deals (its just the entry point for prospects before being validated deals).
Better integration between contacts and deals - i.e. from contact view, I can link a conversation to a deal (instead of having to go to the mailbox / find the conversation / then link it to a deal).
A better way of searching (especially finding emails is from the email page is hard compared to search filters known from email programs like gmail (filter for to: / from: etc.)
Deals to insights integration - I would like to track performance on subscription products
Gmail integration - the gmail plugin is a joke as it is right now (this would greatly benefit ease of use as it allows people to stay in their familiar environment).—
The only time I would have like a stripped down pipedrive is for our marketing team which manages campaigns but does not work with the CRM. A marketing team member has to have a full subscription which is far more expensive than any newsletter tool out there3 -
We need a "lite" version for customer service (that costs less as well) for those who need access to Organizations and People (not Deals). If this could help in that endeavor, it would be appreciated.
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@Maris Palopääl ……..
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I recently started using Pipedrive and can share my fresh impressions:
- Initially, I opted for the Essential plan, but I was surprised to find that it lacked email integration, a feature that was standard in all CRM systems I've used before.
- After comparing the Advanced and Professional plans, I didn't notice a significant difference and chose the former. This was a mistake, and here's why:
2.1. It was not obvious to me that customizing card settings would be a feature exclusive to the Professional plan. This isn't a professional feature, but rather a basic data display. For example, form templates are included in the free plan in Zoho.
2.2. Another surprise was that while Pipedrive allows you to specify a fixed contract amount and even apply a discount, you can't specify the percentage that constitutes the commission for the deal. I thought I could add a custom field to calculate this value... but such an operation isn't possible in the Advanced plan. The problem is that these limitations are not apparent when choosing a plan, especially when comparing Pipedrive to Zoho. - A third surprise was that invitations sent to clients come from Pipedrive's name, not mine. This makes no sense, as my clients have no contracts with Pipedrive and might mistakenly mark such emails as spam.
- Invoices. I don't understand why a specialized CRM system for sales organization lacks the ability to issue invoices. This feature is present in all systems I've worked with before: Zoho, Flowlu, Freshsales, Bitrix24, etc. Instead, Pipedrive suggests connecting to a third-party service, QuickBooks, which is useless to me as it knows nothing about the taxes and legislation of the countries where my offices are located.
- Even after a week, I couldn't get used to navigating to the general settings. Why are they hidden? Make them accessible with a separate icon for quick access.
- Returning to products. My company provides outsourcing and recruitment services. We don't know in advance which options the client will choose. We never have a fixed price as we charge a commission percentage, sometimes an advance, and may add some paid options. As a result, the product, in its current implementation, is only suitable for companies that know in advance how much they will charge a client for a specific service. But even Pipedrive isn't such a company, so why this option? Add the ability to select product configuration options within a deal.
- The uncertain placement of modal windows. Decide whether to display them on the right or in the center, as you never know where they'll pop up. As a specialist closely related to UI/UX, I advise making them all slide-out panels from the right.
- It's surprising that there's no native integration with messengers (WhatsApp, Telegram, Instagram) and LinkedIn – these are essential tools for sales. In Zoho, this works out of the box.
- Lastly, but most importantly, the pipeline view. Not only is it outdated compared to Freshworks, but it's also absolutely uninformative – the column names and deal counts are not highlighted, and the total deal amounts are not visible. If there are more than 10 columns, using this tool becomes a nightmare as screen scrolling is blocked. The columns are so narrow that you can't read anything in them. You have to switch to table mode (which, by the way, lacks sorting and can't even find lost deals).
Honestly, I chose Pipedrive solely for the reports. They are not as flexible as in Salesforce, but they look very nice, are informative, and allow setting team goals + API.
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Looks the same to me. I've trained 7 staff this week, none of who are very tech-savvy and they follow pipedrive just fine. I guess for people setting it up, a simplified look might help but the fact I can add and take away so much stuff as it is means I can already simplify the interface myself. My two cents.
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Regarding the great reports, I was a bit hasty. At the moment, I want to calculate the conversion rate of leads we found on LinkedIn – and this is impossible. Moreover, it's even impossible to set a goal for the manager in terms of the number of added leads. We have to calculate everything in Excel!
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I'm pretty happy with the Pipedrive interface. That said, the way to solve usability problems is not to create a new interface to run side-by-side with the bad one but rather to work out the rough edges in the interface that you have.
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Hi everyone; thank you for your participation! This research session has closed and our product team will go over all the data and feedback provided so they understand if this is a concept worth pursuing.
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