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Pipedrive Reviews: 4.2/5 — Solid Choice
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.
| 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
- 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
- Limited functionality for bigger businesses
- Problems with list separation
Pipedrive Review: Does This Popular CRM Live Up to the Hype?
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”.
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:
- Set up your pipeline stages. Stages are fully customizable, so they can reflect the specific process you have in place.
- Add deals and contacts. You can add deals and contacts manually, import them via a CSV file, or import them from another tool.
- 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.
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.
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.
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 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:
- 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.
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.
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.
Smart Contact Data is another sales automation tool that pulls in data from sources like LinkedIn, Google, and X to help you get a better understanding of your contacts.
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).
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:
- 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).
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.
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 has four paid plans that you can choose from.
- _ Essential _ includes lead, deal, calendar, and pipeline management, simple data import and customization, and 24/7 support with over 300 integrations.
- _ Advanced _ 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 _ 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 _ 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.
See Pipedrive pricing for current rates.
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
- 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)
Cons
- 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!
Compare Pipedrive with other popular tools in the same category.
Everything. The user interface is incredibly smooth, they have clearly gone to the trouble of figuring out the least required amount of actions to produce a result. Adding a contact and in turn a deal could not be more simple. Updating a deal's status is seamless. The integrations and possibilities are endless, My phone line (justcall.io) , email (gmail) and diary (gmail) interweave with one another amazingly well, driving efficiency. With one touch I have an 'easy on the eye' view point of all actions made on an account, notes made, when a call took place (all calls recorded), scheduled activity and can view all email communication from a single screen. Pipedrive provides you with a macro overview of you and your sales team's sales performance and how many actions need to take place to create revenue within their statistics section. In my opinion, Pipedrive is the best CRM on the market, no exceptions.
I can honestly say, that to date, I have not come across anything left to be desired. There is nothing to dislike about Pipedrive.
Organisation. Driving sales efficiency.
Without question the real advantage is that Pipedrive is customizable to my business needs. Our sales cycle isn't typical, but we can structure the workflow so that it makes sense for us.
It can be challenging to organize data. As a business owner I'd like analytics to require less digging.
Keeping track of prospects and clients while also keeping track of dates and events at one glance. We're able to follow up with prospects in a more personal way.
Ease of use. PD is easy to setup and use on a daily basis.
No search functionality on desktop bersion
Sales tracking. Completely customizable to your business' sales cycle.
The user interface. Pipedrive is so easy to use without sacrificing features. It is everything we need in a CRM tool and is enjoyable to use.
Can't turn the unread email notifications number off. I do not use Pipedrive to manage the email but I forward emails in. Forwarded emails shouldn't increment the unread email count... I don't love having number badges on top of icons that I cannot get down to zero.
Keeping track of business opportunities (leads) and making sure we consistently follow up with our leads and guide them through the sales funnel. We also use Pipedrive to keep track of where projects are in our production funnel.
Ability to create multiple pipelines, Continuous loop of activities, Web forms to collect info from website to CRM, Extended trial period, The information stored during trial period was still available when I signed up after several months!, import of CRM data from another software was seamless and quick and Pipedrive is absolutely easy to use. I love it!
The additional links or social media links some times gives error and recommends to re provide the link. Lack of LinkedIn connection.
Aligning customer interaction activities regularly, easily, quickly and with very minimal efforts.
Really easy to use for non sales people. Good return on investment
I would like easier integrations with some third party and a better alert system for some events
Much more easier to track our leads and all the follow ups with them
Pipedrive is a fully enabled solution for pipeline management. Easy to set up, clear look & feel, cool features. Really cool activity stream per deal, to see directly what happened the last days... Complimentery app... It really makes fun to work with the tool every day... Nothing seems useless in the whole tool. To the point...
Nothing really to dislike in the tool... there are constant updates coming from the developers...
Sales & pipeline management for service / outsourcing / consulting business. Coming from MS Dynamics, which feels like a dinosaur compared to the fast and small Pipedrive tool...
The ability to completely customize the data fields and workflow gives me a tailor made CRM. Much different than my past experiences with these types of programs! The mobile app is just as functional as the desktop version, and even has a few little extras.
Nothing, and if I did, Pipedrive has addressed it through an update already.
Sales workflow management, which for a solo consultant is everything!
The best part of Pipedrive is simplicity and dealing with all deals, contacts and tasks in one place
There is no thing I don't like about Pipedrive. It's perfect for me and my coworkers.
Thanks Pipedrive it's not possible to forget about any deals.
The thing I like best about pipe drive is the absolute visibility it gives us over the process of new client acquisition. Pipedrive does just as its name implies. Keeps track of a prospect throughout the pipeline of a acquisition. And it does this so well.
I would like some of the custom fields to show up at the top level UI for entering a new prospect, rather then having to go a second screen in.
I was using a Google Spreadsheet to keep track of where prospective clients were in the acquisition pipeline. I was often losing track of who was getting a trial, who I had to follow up with for phone call, and who was pending agreements. Pipedrive organizes all of this for me and gives me a high level dashboard so I can easily see who is where.
Pipedrive is a simple, visual, and Kanban funnel management tool that is hyper focused on helping sales people manage open deals.
I do not have a lot of bad things to say about Pipedrive. We switched from Salesforce some time ago and have never looked back. The one element that would be nice to see is the ability to set targets and manage/visualize performance against target.
Pipedrive helps our sales team project manage a large set of long sales cycle deals concurrently.
I was able to automate and integrate tools that make setting up appointments, send emails, and track new leads easily.
There are no manual or videos on how to learn this stuff you ultimately have to just do it.
A good sales flow is essential and not something I see in other CRM software. I think PipeDrive does a good job at fixing this.
Fantastic layout and user experience... a platform built for salespeople to improve efficiency + workflow.
doesn't integrate with Microsoft Outlook.
organization!
Easy to track sales. GUI is great. I like the mobile App as well.
Complicated to do integrations or spend time making sure they work etc.
Staying organized.
easy to manage stages of sales process and navigate between each
Ran slow at times, but I'm sure it's been fixed
More efficiency, it makes it easier to break up your day and focus on one sales stage at a time.
I love how I can track my cultivating and nurturing process with prospects.
Not sure there is anything I really dislike.
Prospect tracking - keeps me from having a bunch of sticky note reminders to follow up on strategy calls or notes from prospect research. I can have all of my client creation process in one place - from identifying prospects, researching, cultivating, contacting, soliciting, following up, nurturing, even client onboarding - all in one place.
That's pretty easy to use. It's actually a complete and full of possibilities and customizations. If you have 2 peoples managing pipeline or a larger group of >30 peoples, Pipedrive works very well. Especially to get you know the details of stats in an easy way. Helping you improve your metrics.
At some moments, start to be difficult to integrate and don't lose time with "paper work" fulfilling information. But, not that bad! Any CRM need some typing processing.
I'm using to drive sales. Get metrics and track people and funnel performance. The best benefit is the easy way to understand metrics and the possibility to customize the stats dashboard.
Very easy to use and the app is great! We have enjoyed using the software and can easily onboard new hires.
Not the best plug in options. When we deployed marketing automation pipedrive didn't plug in.
Tracking pipeline and customer needs.
The sales pipeline and how we are able to customised it to our needs.
It´s a bit slow when updating high amounts of data-
Sales organisation.
Very easy to use and keep track off. Easy to manage and structure as a manager while also easy to access and utilize as a sales rep.
Statistics are a bit minimal, custom fields cannot really be filled well via API, in general there are some missing connectors to other tools.
Keep track of sales pipeline management, follow up with leads, manage the sales team.
So simple to use, easy integrations with other software. Everyone loves it, from management to the end users.
I wish the zapier integration worked a little better to send prospects to a different system we use.
Sales tracking and follow up. Keeps the deals moving forward.
Ease of use, drag and drop interface. It was built by sales people for sales people.
Available integration with other apps. Other than that, it's the best CRM I've ever used.
CRM. Sales Tracker.
Pipedrive does everything that salesforce does for a much lower price of $12/Monthly with UNLIMITED LIVE SUPPORT and I am a ONE MAN SHOP, NOT a Fortune 100 firm with 1,000 + Licenses.
There is nothing that I dislike. Nothing
I use all aspects of Pipedrive. I track emails, deals in the pipeline, activities, Calendar reminders & statistics
It has all the bells and whistles you would expect from a CRM. The best is it's quick learning curve. I also like bcc to the notes.
The capability to add leads via a digital marketing campaign and/or lead generation when a specific action is done from a user.
Keeping track of sales, revenue, and notes.
I love how I am able to customize our sales pipelines and the sales team can access their pipeline via the Pipedrive mobile app. Also, we have Pipedrive integrated pretty much all of our other software (Slack, intercom etc)
The notifications I receive when a team member adds or changes a deal seems to be delayed. I am not receiving real time notifications.
This tool is great to keep sales reps organized. Great organization increases production ten fold.
Simple interface is easy to use and customizable for our needs. Both the desktop and iOS apps are a pleasure to use. Our sales team wanted a software that didn't get in the way of their already hectic workflow and Pipedrive nailed it.
Hard to come up with any negatives. The webform could be more customizable. Beside naming the required entries fields, there's no way to import our logo or a url for the lead to click back to the website.
Our team would be lost without Pipedrive. Relying on email to track leads coming in and in progress was a complete mess. Now we know who needs to followup on which lead and also what the team is currently working on.
I liked the idea of being able to track all of my leads and where they are in the Sales Funnel at any given time. The more funnels you add the better you get at them. Knowing and understanding the numbers are very important. I am still learning what to measure and how to measure it. I do think that this should be a two person process, this will help identify more milestones.
Getting other people to help you. Pipedrive wanted an outrageous amount of money to give me some personal help. I was a little disappointed that someone employed by Pipedrive would want to charge $150 per hour to help. The one lesson they did not learn is to make sure there are some people from Fiverr willing to help customers like me.
I am able to monitor where all of my leads are in the sales funnel at any given time. I currently use ZOHO and Pipedrive at the same time. I like Pipedrive's attitude on how and why they are scaling. I know that they just got some bigger funding. I do think Pipedrive is best suited for smaller companies.
Simplicity!! What makes it so good, is that it is so simple to use - we've implemented it in our firm going from no CRM to Pipedrive and everyone was onboard super quickly.
There is a limit when it comes to features and especially export/analytics, which is very poor. Luckily there is a ton of other applications which can do this for you (such as Slemma)
We were using a ton of spreadsheets to keep track of our client and now its all in Pipedrive, which makes it possible to keep a good track of the progress of each deal or client and if there are repeated customers etc,
The pipeline and the dashboard of that crm is just amazingly well designed. I save an enormous amount of time using Pipedrive.
I would like to see more settings and customizable fields on reports.
I save alot of time using the app on mobile and on my computer.
I like the best Pipedrive's logic that you are pushed very intuitively to think actions, time and value to each lead.
It has so many features it is sometimes hard to find out if an idea we have is possible to reach within Pipedrive.
Keeping sufficient amount of leads flowing within time-frame. Managing sales team progress.
