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Pipedrive logo
Pipedrive
The one platform to grow your business
4.2
(1,732)
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Pipedrive Reviews & Product Details

Pipedrive Overview
What is Pipedrive?

Pipedrive is a web-based sales CRM platform that provides users full visibility of all active sales pipelines. It’s best known for its interactive user interface that displays detailed progress stages for every deal, along with key details an actionable items. The platform was specifically built using activity-based selling-methodology. Its mailing system also seamlessly integrates with major email service providers.


Pipedrive is also often used as CRM of choice in Venture Capital and Sales tech stacks.

Company Pipedrive
Year founded 2010
Company size 501-1000 employees
Headquarters New York, New York
Social Media
Pipedrive Categories on Findstack
Ask Questions about Pipedrive
What Pipedrive is best for?
How does Pipedrive compare to Freshsales?
What are the pros and cons of Pipedrive?
Pipedrive Product Details
Capabilities
API
Segment
Small Business
Mid Market
Enterprise
Ease of use
Beginner
Intermediate
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation, In Person, Live Online, Videos, Webinars
Languages Dutch, English, French, German, Italian, Polish, Portuguese, Spanish, Turkish
Pipedrive Pros and Cons
Pros
  • Straightforward and intuitive user interface
  • Unlimited custom fields for collecting customer information
  • Easily track deals, values, and win probabilities
  • Access custom reports to track recurring revenue
  • Examine individual sales calls, emails, and demos
Cons
  • Limited functionality for bigger businesses
  • Problems with list separation
Pipedrive Awards
Findstack 2024 General Badge
Pipedrive Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
Pipedrive Media
Pipedrive - Pipeline view
Pipedrive - Lead Inbox
Pipedrive - Email Sync
Pipedrive Screenshots
Pipeline view
Pipeline view of your deals in Pipedrive
Lead Inbox
Lead view in Pipedrive
Email Sync
Sync with all main email providers
Pipedrive Expert Review

Sales reps need to be able to juggle a lot of information—especially on high-velocity teams where they’re dealing with 400+ leads per month. How do they manage?

By using a reliable sales CRM to help them manage the work better.

One of the more popular CRM options out there is Pipedrive—but does it live up to the hype? In this Findstack review, we’re taking a deep dive to answer that very question.

What is Pipedrive?

Pipedrive describes itself as “the first CRM designed by salespeople, for salespeople”.

Pipedrive Dashboard Page

While it probably isn’t the first, the rest is true—it’s a CRM specifically designed to fit a sales team’s unique needs and processes. The software is designed to help teams better manage their sales pipelines, making it easier to track leads and opportunities, manage customers, and automate busywork—all in one place.

Getting Started with Pipedrive

Getting started with Pipedrive is a super easy process. Before diving into the tool’s actual features, there are only really three things you need to do:

  1. Set up your pipeline stages. Stages are fully customizable, so they can reflect the specific process you have in place.
  2. Add deals and contacts. You can add deals and contacts manually, import them via a CSV file, or import them from another tool.
  3. Invite your team and set access controls. You can invite users to the platform via bulk email invitations. You can also choose which team members will have access to certain data points.

Once you’ve completed these three steps, it’s time to start exploring the platform.

Pipedrive Key Features

Sales Pipeline & Deals

Pipelines and deals are Pipedrive’s (and every other sales CRM’s) bread and butter. They’re visual representations of your sales process, including stages, deal flow, and the status of your current deals.

Pipedrive Sales Pipeline & Deals Page

In Pipedrive, pipelines are completely customizable. You can easily add new stages to the pipeline and adjust the order of stages by dragging and dropping—just click “Edit Pipeline” in the upper right-hand corner.

Pipedrive Sales Pipeline & Deals Page

You can also easily add new deals and view existing ones from the pipeline view. The option to review every deal’s details is especially useful and accessible simply by clicking on it in the pipeline. This includes:

  • Contacts
  • Labels
  • Notes
  • Products
  • Communication history

You also have the option to define custom fields for your deals. These can either be marked optional or required—perfect for helping your sales team prioritize key pieces of information in their talks. The “Deals” tab is also where your team will write notes, schedule sales activities, and track availability.

Pipedrive Tasks Page

Communication Tracking

Pipedrive’s communication tracking features are great.

For starters, the underlying organizational system is super intuitive—contacts are organized by dividing them into “people” and “organizations”. You can then link these to the deals they’re associated with and easily check your history of calls, emails, and activities with any of your contacts or deals.

Pipedrive's contacts page

Pipedrive’s email inbox is sales-focused and super intuitive, too. It has a ton of features that speed up the process of managing and sending emails, including:

Pipedrive's email inbox page
  • Email synch
  • Email tracking
  • Email distribution groups
  • Email scheduling

There’s also Scheduler—a feature that helps you set up meetings without annoying back-and-forths by sharing your availability and letting invitees book time slots that work for them. You can also automatically set up video calls for scheduled time slots on Zoom, Microsoft Teams, and Google Meet.

Pipedrive communication platform

Last, but (definitely) not least, Pipedrive integrates with a ton of great phone tools, so you can place calls from within the platform. This makes it easy to track your activity, record data, and even automate certain call-related processes—but more on automation in a moment.

Pipedrive phone tool page

Automation

One of Pipedrive’s main selling points is its automation features. There are quite a few to unpack here, but there are two main types:

  • Sales automations
  • Workflow automations

Sales automations are features designed to help you optimize your business’ sales process. Take Sales Assistant, for example—this automation tool creates custom behavior-based cards with performance tips, notifications, and progress updates for each team member on your roster. It also notifies everyone affected by changes to settings and deals, so no one’s left wondering where their recent deals went.

Pipedrive Smart Contact Data Page

Smart Contact Data is another sales automation tool that pulls in data from sources like LinkedIn, Google, and Twitter to help you get a better understanding of your contacts.

Pipedrive Smart Contact Data Page

On the workflow side, Pipedrive’s Automations let you create custom actions and processes that are triggered automatically when a certain action is taken (e.g., when a deal changes pipeline stage). These are great for cutting down on admin work and freeing up your team to focus on bigger and better things (like actually closing deals).

Pipedrive Automations Page

Insights & Reporting

Finally, it’s time to talk about Pipedrive’s reporting features.

Starting with the basics, Pipedrive’s sales reports are totally customizable. You can track whatever data points you need, and cut out the ones you’re not s interested in. Plus, there are a few pre-built reports you can use, including:

Pipedrive's Insights dashboard
  • Revenue forecasts
  • Performance reports
  • Conversion reports

Pipedrive’s Insights dashboard is great, too—you can turn all your data and metrics into beautiful, interactive charts and graphs that are easy to read (and share).

Pipedrive tasks page

If you want to set goals for your team, Pipedrive has you covered there, too. You can create goals based on deals or activities, and specify them by adding key details like assignees, types, pipelines, durations, and intervals.

Pipedrive's report page

Oh, and if you’re looking for even more customization, Pipedrive has an open API. That means you’re free to build custom integrations that meet even the most specific of reporting requirements.

What Makes Pipedrive Stand Out from Other Platforms?

Time-Saver

Pipedrive is one of a select-few CRMs that genuinely feels like it’s saving you time. Its automation features and intuitive interface make it easier to manage contacts, deals, emails, calls, and activities—all without having to manually enter every single piece of data.

Visualization & Reporting

It always helps to see information presented visually—and that just so happens to be an area where Pipedrive excels. From the visual pipeline to the Insights dashboard and interactive reports, Pipedrive is packed with features that make it easier to interpret your data.

Impressive Integrations

Pipedrive’s Marketplace is massive. At the time of writing, there are more than 300 integrations available. Plus, the listed tools range from video calling platforms to lead generation tools, so you’re sure to find something that fits your needs.

Pipedrive Pricing

Pipedrive Pricing page

Pipedrive has four paid plans that you can choose from.

  • Essential ($12.50/user/month) includes lead, deal, calendar, and pipeline management, simple data import and customization, and 24/7 support with over 300 integrations.
  • Advanced ($24.90/user/month) offers all the features of Essential, plus full email synch with templates and scheduling, group emailing with open and click tracking, and customizable automations with an in-depth automation builder.
  • Professional ($49.90/user/month) includes all the features of Advanced, plus the ability to create, manage, and eSign documents and contracts, revenue projections, forecasts, and enhanced custom reporting.
  • Enterprise ($74.90/user/month) includes all the features of Professional, plus unlimited user permission and visibility settings, additional and heightened security preferences, an implementation program, phone support, and no feature usage limits.

Still on the fence? Don’t worry—all four plans come with a 14-day free trial. No credit card required.

It’s not all good news, though. In addition to the plans, you’ll also need to think about which add-ons you need. Quite a few great features (e.g., Scheduler) are pay-walled behind pricey add-ons that don’t come packaged with the base plans.

Pipedrive Pros & Cons

Pros Cons
Highly customizable pipelines and fields
Highly visual dashboards
Massive selection of integrations
Easy-to-use automation builder
Extensive reporting capabilities
Affordable paid plans
14-day free trial (no credit card required)
No free plan for light users
Automations not available on the Essentials plan
The add-on system increases the cost dramatically
No ticketing system and spotty customer support

What’s the Verdict?

Pipedrive is one of the top sales CRMs for a reason—a few reasons, actually. It packs in a lot of features designed with sales teams in mind, and most features are executed well.

The only real downsides are the result of the company behind the product, not the product itself. If you can overlook them, you’re in for a great experience.

Overall, Pipedrive’s well worth considering if you’re shopping for a CRM—but it isn’t even close to the only option.

If you haven’t found the CRM you’re looking for, Findstack can help. We’ve compiled a list of the best CRMs (complete with reviews and comparisons), all in one place. Start browsing for your new CRM today!

Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: June 20, 2024
Pipedrive logo
1,732 Pipedrive Reviews
4.2 out of 5
Small Business (50 or fewer emp.)
Feb 05, 2024
 Source
Overall Rating:
5.0
CB
Christian B.
Founder
Share
"Easy to use CRM that helped increased my Revenue."
What do you like best about Pipedrive?

Ease of use. It's very intuitive. Uploading contacts is quite easy. I love the email intergration that links your prospect/customer emails directly to their account profile.

What do you dislike about Pipedrive?

I would like to add multiple labes to prospects & accounts. I would like to add color fonts so that certain important prospect/client details stand out quickly.

What problems is Pipedrive solving and how is that benefiting you?

Keeps me organized so that I am maximizing revenue.

Mid Market (51-1000 emp.)
Jan 25, 2024
 Source
Overall Rating:
5.0
Dave B. avatar
Dave B.
Managing Director
Share
"This incredible platform unleashes the power of sales"
What do you like best about Pipedrive?

Its user-friendly interface has facilitated the development of goal-based marketing automation. It helps me a lot in maintaining fruitful partnerships and exceptional lead follow-up. The fact that Pipedrive can increase revenue through sales management is, in my opinion, its best feature. As for Pipedrive, I couldn't be happier with it. Among its many features is the ability to screen and monitor customers.

What do you dislike about Pipedrive?

Technical support is the only aspect that could be improved. Sometimes, questions go unanswered.

What problems is Pipedrive solving and how is that benefiting you?

With Pipedrive, we do sales planning with a focus on management and quality across the board. Advertising automation and intrusive marketing through social media and email have generated a lot of sales for us. Development and marketing teams find it quite easy. If you're looking to manage leads and automate your entire sales process in one place, Pipedrive is perfect.

Small Business (50 or fewer emp.)
Jan 24, 2024
 Source
Overall Rating:
5.0
Clara M. avatar
Clara M.
Chief Entrepreneur Officer As A Service | Fractional Key Accounts & Business Development Director
Share
"Definetly the best in class pipeline CRM for B2B sales and commercial management"
What do you like best about Pipedrive?

All the info integrated, the visual aspect, the dashboard, how easy is to use, and all the integrations that save us so much time!

What do you dislike about Pipedrive?

I do not remember of anything that I disliked, nevertheless, there are features that could be improved

What problems is Pipedrive solving and how is that benefiting you?

Pipeline management, deal management and client management.

Small Business (50 or fewer emp.)
Jan 22, 2024
 Source
Overall Rating:
5.0
TK
Thomas K.
Founder
Share
"Pipedrive has been great for our company"
What do you like best about Pipedrive?

We will be able to track KPIs from a sales side and know where things are with our projects. Integrations for the most part.

What do you dislike about Pipedrive?

Being able to track KPIs for projects. And some of the packages are one size fits all. It should be a little more alacarte if you will. More so than it is now. Other that no big dislikes.

What problems is Pipedrive solving and how is that benefiting you?

Sales tracking and operations pipeline tracking

Mid Market (51-1000 emp.)
Jan 03, 2024
 Source
Overall Rating:
5.0
IV
Iulian V.
Founder
Share
"Intuitive and easy to use CRM"
What do you like best about Pipedrive?

You can easily track your deals in the CRM.

What do you dislike about Pipedrive?

Task reminder system, import data system.

What problems is Pipedrive solving and how is that benefiting you?

Deals tracking and filtering contacts by different keywords

Mid Market (51-1000 emp.)
Dec 27, 2023
 Source
Overall Rating:
5.0
JO
Joe O.
Founder
Share
"Easy to use, quick onboarding process, intuitive"
What do you like best about Pipedrive?

Probably the thing I lik emost about pipedrive is that it is intuitive. I don't have to read through hours of training, etc., to understand what things are and how they work. It works as you'd expect it to. I'm brand new and I know there are things I'm not taking advantage of yet but overall, it's a great piece of software so far.

What do you dislike about Pipedrive?

Haven't found anything yet that I would call a negative.

What problems is Pipedrive solving and how is that benefiting you?

Tracking leads from the time the come in to their completion and encouraging following a systematic approach to closing business.

Small Business (50 or fewer emp.)
Dec 12, 2023
 Source
Overall Rating:
5.0
FA
Freddy A.
Ceo
Share
"Great CRM with complete integrations"
What do you like best about Pipedrive?

I like the self-service product that Pipedrive is

What do you dislike about Pipedrive?

There is a lot of manual task that you have to do if you are not in a upper plan

What problems is Pipedrive solving and how is that benefiting you?

Centralize customers data

Small Business (50 or fewer emp.)
Dec 04, 2023
 Source
Overall Rating:
5.0
LT
Leo T.
Founder
Share
"Very good in terms of functionality and pricing"
What do you like best about Pipedrive?

ease of use: I was implementing the Pipedrive system for a client, and it was very easy.

What do you dislike about Pipedrive?

Some functionality is only available in tiers that are not actually suitable for you

What problems is Pipedrive solving and how is that benefiting you?

loss of deals, better and clearer tracking of deals and leads

Mid Market (51-1000 emp.)
Dec 01, 2023
 Source
Overall Rating:
5.0
Angel Jr S. avatar
Angel Jr S.
Sales & Business Development
Share
"Smooth and seamless Marketing Tool!"
What do you like best about Pipedrive?

Pipedrive CRM is an excellent tool for managing sales processes and keeping track of customer interactions. With its intuitive interface and robust features, Pipedrive makes it easy to stay organized and efficient when dealing with a large volume of leads and deals.

What do you dislike about Pipedrive?

One common complaint is that the reporting and analytics features could be more robust, and the mobile app could be improved with more features and better functionality. Additionally, while Pipedrive offers a range of integrations with other tools, the difficulty to set up integrations or find the specific integration I need.

What problems is Pipedrive solving and how is that benefiting you?

Pipedrive CRM is designed to help businesses solve various sales-related problems and challenges. Some of the key issues that Pipedrive can help address include the following: 1. Lack of organization: Pipedrive provides a centralized platform for managing sales activities, helping businesses stay organized, and ensuring that nothing falls through the cracks. 2. Inefficient sales processes: Pipedrive is designed to streamline the sales process, making moving deals through the pipeline easier and faster. 3. Poor communication: Pipedrive's email integration helps ensure all communication with customers is logged in one place, making it easy to reference past conversations and ensure nothing is overlooked. 4. Difficulty tracking performance: Pipedrive's reporting and analytics features provide valuable insights into sales performance, helping businesses identify areas for improvement and optimize their sales processes

Small Business (50 or fewer emp.)
Nov 28, 2023
 Source
Overall Rating:
5.0
CS
Christian S.
Founder
Share
"The most useful tool to follow uo clients"
What do you like best about Pipedrive?

I like that all of my prospect are in the correct time timeline and help to get best follow up

What do you dislike about Pipedrive?

anything, I would say that everthng is perfect

What problems is Pipedrive solving and how is that benefiting you?

whe I add new client is easy and friendly, I can share my work with my teammembers

Small Business (50 or fewer emp.)
Nov 23, 2023
 Source
Overall Rating:
5.0
KD
Kelly D.
Founder
Share
"Love Pipedrive!"
What do you like best about Pipedrive?

We have been using Pipedrive as our CRM for only a couple of months now and we are all loving it. It was easy to implement and it's easy to use. Pipedrive is intuitive and doesn't have dozens of screens you don't need like other bloated CRMs. We are trying out new features and apps weekly and so far it has been a time saver and is allowing us to do a better job of managing our contacts and sales funnels. Each time I have had a question customer service has been fantastic.

What do you dislike about Pipedrive?

Nothing yet! We've had some questions as we set things up but nothing that I dislike at all.

What problems is Pipedrive solving and how is that benefiting you?

Managing and track both our teams, their contacts, sales funnel and our clients as a whole.

Small Business (50 or fewer emp.)
Oct 18, 2023
 Source
Overall Rating:
5.0
LB
Lincoln B.
Founder
Share
"Pipedrive review"
What do you like best about Pipedrive?

Visual Sales Pipeline: Pipedrive provides a visual representation of the sales pipeline that allows users to easily see the status of each deal and prioritize their sales efforts accordingly. Customizable Sales Process: The software allows users to customize their sales process to match their specific business needs and sales workflow. Sales Reporting: Pipedrive provides detailed sales reports and analytics that allow users to gain insights into their sales performance and identify areas for improvement. Integration: Pipedrive integrates with a wide range of third-party tools and applications, including email clients, calendars, and marketing automation software. Mobile App: The Pipedrive mobile app allows users to access their sales pipeline and manage their deals on the go, making it easier to stay on top of their sales efforts.

What do you dislike about Pipedrive?

Steep Learning Curve: Users may find the software complex and difficult to learn, especially if they are not familiar with sales management software. Limited Customization: While Pipedrive offers some customization options, users may find that they are limited in terms of branding and design.

What problems is Pipedrive solving and how is that benefiting you?

Lack of visibility: Pipedrive provides a visual representation of the sales pipeline, allowing users to easily see the status of each deal and prioritize their sales efforts accordingly. Inefficient sales processes: Pipedrive allows users to customize their sales process to match their specific business needs and sales workflow, making it easier to streamline and automate tasks. Poor communication: Pipedrive's integration with third-party tools and applications, including email clients and calendars, can help improve communication and collaboration among sales teams. Ineffective reporting: Pipedrive's detailed sales reports and analytics can help users gain insights into their sales performance and identify areas for improvement.

Mid Market (51-1000 emp.)
Oct 12, 2023
 Source
Overall Rating:
5.0
BC
Bruno C.
Executive Vp Of Sales
Share
"Structure of information, ease of access to data, integrations and reminders"
What do you like best about Pipedrive?

Having the information available, in a history format (notes, emails, calls, etc.). I don't need to remember stuff, when somebody calls, I can go to Pipedrive and see in seconds where that deal is at, the latest interactions. Setting up reminders & followups, reserving time directly on my calendar. Seeing what other team members are doing, reports on the operation.

What do you dislike about Pipedrive?

Automatic minimization of itens/Notes/pics in the history of a deal.

What problems is Pipedrive solving and how is that benefiting you?

Management of contacts, all information is kept in Pipedrive. Pipeline of deals, all data related to specific deals is kept in the same platform, in an easy to access and easy to share between teammembers or when somebody leaves the team. Scehduling activities and not leaving contacts unanswered.

Mid Market (51-1000 emp.)
Oct 12, 2023
 Source
Overall Rating:
5.0
KF
Kamil F.
Founder
Share
"Very useful"
What do you like best about Pipedrive?

how clear and easy it is to use, easy to add new functions

What do you dislike about Pipedrive?

nothing, it is very simple and quick to use

What problems is Pipedrive solving and how is that benefiting you?

Keeping all the date which is easily shared between all the team members

Mid Market (51-1000 emp.)
Oct 11, 2023
 Source
Overall Rating:
5.0
CT
Carmen T.
Founder
Share
"Great system for pipeline management and quote process management"
What do you like best about Pipedrive?

Everything in one place about customers, organisations and timeline of what has been happening with the account. Everything is time stamped so easy to check back on what has been done when. Rollout to the team was quick and easy, with good customer support and really easy to integrate with current systems. We use this every day across the team, for all our quotes and follow ups every week. There's lots of features to integrate with systems we already use, and the potential for customisation is huge.

What do you dislike about Pipedrive?

Personally, there needs to be some more variation in the animations when a deal is won! Other than that, it's a great system.

What problems is Pipedrive solving and how is that benefiting you?

We use Pipedrive to organise our quotes and pipeline - some things that make it great is easy to track and schedule follow ups, easy to see overall pipeline value and each stage value, and the different stages make it easy to see what is going to be an order soon.

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