Is Pipedrive suitable for B2C

Matt Black_48468
Matt Black_48468 Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Pipedrive instantly jumps out to me as B2B.    Every default phone number or emil address is set to "work" and not "home" ... adding a lead with full name, address and phone number is not straight forward.  I have to create custom fields for Address ... really .. something as simple as address requires a custom field?

Pipedrive is not as intuitive as it likesyou to think.

Or am I just missing something?  Is there a switch I just flick that changes B2B to B2C?  Any help would be gratefully received

Comments

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 367 VERIFIED MEMBER
    First Comment 5 Up Votes
    edited November 2021 #2

    We do both B2B and B2C as a landscape company. Not sure your use case specifically. If you are talking about creating a custom field for address in the deal record don't do that if it can be avoided. Use the organization address field if possible. ie. Jones Residence is the organisation for the person Susan Jones. or more specifically Jones Residence (Susan) is the organization. 

    Now if what you do completely does not align with using that organization configuration then maybe consider something different. But at the end of the day Pipedrive can be used just for B2C. Every user has some configuration needed to optimise for their use. Even B2C users. 

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 832 VERIFIED MEMBER
    5 Likes Third Anniversary Photogenic First Comment
    edited October 2021 #3

    You can definitely apply Pipedrive in Both use cases! 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,592 VERIFIED MEMBER
    Fourth Anniversary 250 Likes 25 Answers Photogenic
    edited October 2021 #4

    Yes. Been using it for a D2C business for the last 2+ years, managing 25,000 open deals at any point of time.

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