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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.
You can intergrate to Mailchimp, VoIP, and proposal software!
I would like to only send a select few to Mailchimp and you can’t it’s all or nothing
It’s great to keep track of outstanding leads and proposals
Pipedrive is the most simple and effective tool to have all your prospective information in the cloud, accessible from any device and for your whole team. The cheapest plan also includes like 90% of the features you will use and it's kind of inexpensive.
The mobile app could perform a bit better. It would be nice also to have a discount when buying several licenses per month.
Pipedrive is great to solve the miss-communication inside a commercial team. This way my whole team can see what others are doing, a detailed and updated file of each of our customers and do this from anywhere they are.
I like the update feature where you can add or update a telephone number or email address. I also like the new audio feature, you are able to voice text the note directly into Pipedrive
I'm new to Pipedrive so there isn't anything that I have found difficult as of yet or anything that I don't like.
The benefits of storing the roofing customer information into one software.
I love that you can separate. Can have different users they can all put their notes in the same place in each deal. Fully customizable settings to where you can pull data from each. Collectively.
It could be better about importing photos and attaching notes to those photos to help other users see exactly what your notes are about.
The ability to manage your customer data sand effectively communicate as a team to those customers. The ability to have your customers name phone number address and all notes associated with decks in the same location for every user in your company at the exact same time. The ability to have multiple employees looking into the same file making notes and helping move along. Collectively. The customizable features on the side let us differentiate customers based on location trades and many other things. Easy to use very easy to train someone on. Overall a very good data management system for your customers and information.
I love the simplicity and organization of the platform. The email automation has helped my organization in eliminating the same repetitive tasks. It's integration with PandaDoc is a really nice feature for managing my documents and keeping track of communications and where I am at in different stages with dozens of clients.
There's really nothing that I dislike. The only two things that I don't necessarily like is 1) the activities page view-- the view of it can be a bit confusing to look at if you have hundreds of activities scheduled and 2) I wish there were reminder notifications (maybe there is, but I just haven't seen them). The only activity notifications I get are via email, but I wish there was a way to set up timed reminders that are sent directly to my desktop via google chrome.
Pipedrive has helped me to not only manage all my clients, but also to manage upwards in my organization. Currently, we are running as a two-person team. That being said, the division of labor is fairly simple, but my higher up is managing several companies at one time. Pipedrive has allowed me to manage tasks that need to be done by my boss while also managing his time.
Keeping track with different pipelines and tasks is easy.
Losing track of someone if a task doesn't get set.
Solve problems with all the notes in pipedrive.
How easy it is to use and customize for any size business. The customer service is brilliant
To be honest I wish you could have two users on all accounts
It's my CRM, my accountablity software, Its my tracking system. Its brilliant
Very easy usability. People who are not tech-savvy can easily understand how to use the platform. The user interface is very easy on the eyes and looks well organized.
Lacks some of the features that SalesForce has.
Data management + Account Management. It's easy for everyone to know what is going on with accounts.
Pipedrive is super user friendly. I like that it is easy to navigate and easy to share things with others through. It is super great for manufacturing and makes things go smoothly when you link so much to it.
I didn’t dislike anything about it, pipedrive was literally the best. So easy flowing and just completely satisfying for all needs in the manufacturing community.
It made things much easier for me to find and it was always easy to navigate which caused less hassle for me.
it integrates well with your CRM tool and makes it faster to capture leads. Right when a lead comes in Zapier integrates it to Pipedrive, making, which gives our sales team an immediate pulse on what the lead flow looks like and it also keeps the marketing team in the loop
We had a hard time connecting Pipedrive to Mailchimp, which is why we used Zapier. But after the set up was complete Pipedrive was easy to use.
After implementing Pipedrive, we were able to track our leads more efficiently and saw a quicker response rate from our sales team, leading to higher conversion rates.
