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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.
It is absolutely a great tool. I Iove the simplicity of this tool. It consists of variety of options for managing customers. There is also availability of so many helpful tutorials. I love to use this awesome platform. It is incredibly easy to run and keeps our leads well organized. It is playing a very significant role in automation.
Although mobile version is found to be very helpful. One of the least thing is that mail management is found to be difficult on mobile phones. Sometimes while sending single email to multiple contacts, we have to face problems. It is less suited to large organization or firms.
This is proved to be the most practical tool. This CRM solution is incredibly easy to implement. It is found to very beneficial tool for sales team. In case of dispersed team, Pipedrive is surely the best choice. Its quick accessibility let us use this tool anywhere around the globe. This is the best CRM solution for beginners. This is the cheaper solution as compare to Sales force and other competitors.
I love how flexible Pipedrive is, I think we have found the best sales focused CRM, its platform has an easy to use interface to manage our sales channels and customer relationships, it has fantastic features, integrates well with other tools and its customer service is unbeatable.
There are functionalities that require a long time of training because they are somewhat complex, especially for beginners.
Being able to reach more prospects in order to generate new customers is beneficial to our business and is something Pipedrive has been key in, we have been able to improve the quality of our services, expand our reach and generate more sales thanks to the orderly management we can take through this CRM. We are happy to have Pipedrive.
It is the tool-based planning that pipedrive software automatically handles for the added commitment of deep and proven sales functionality and intuitive extended positioning of brands and targeted marketing services, which are responsible for including in its operational margin functions that denote the condition of business trade facilitation, Approximate monitoring of containment composed of revenue, orders of precise relationship management, approaches to solutions for chat and communication assessments, updated contact lists are observed and automated controls are managed for the assessment of operational growth of the branches of industry.
Pipedrive has a high subscription rate, with monetary estimates with a high degree of payment complexity, which has meant for the company a loss of contacts and a break in the statistical coordination of economic proportion that was traced in the company, which has meant a disproportionate customer service, so we must prioritize this sector trying to solve their high rates by proposing a better pricing system to facilitate a greater scope for users.
I have proposed different business modifications to my work cycles, where the functions provided by pipedrive could get my company better situations of manipulation of plan execution values, placing analysis in positioning for the knowledge of the situations of each sector of my company, adding campaign trajectory summaries, wrong data separations, network behavior permissions and administrative management of assistance conducted under digital support conditions of activity development.
Often in my role we must have strong and intelligent relationships to manage our customer relationships and that is where Pipedrive comes in by planning sales activities and overseeing bids. Within the potential of this software we can highlight its interface which is solid and allows us to see the different progressive stages of each sale or offer along with all its full details, another quite favorable point is its tools to create sales reports which allow us to monitor both individual and team objectives, analyze sales data and generate visual reports
As a Pipedrive user I have also managed to realize the general shortcomings that this software has as its costs some plans are very expensive and somewhat limit its functionality, its mobile application at first glance does not have a design a sufficiently pleasant interface for the user, it costs at first to get used to all the workflow changes that Pipedrive generates and likewise the application does not have enough tutorials or tools that allow us to know how the application works before knowing it
Within my organization's sales department Pipedrive is quite widely used for top level statistical sales reporting which has allowed us to measure company performance based on objectives, also because it facilitates communication between teams and allows us to keep the information organized for all our clients as it is important for us to collect all that contact information from different prospects to conclude Pipedrive is a more efficient solution for sales management in my organization is the perfect manager as it helps us choose the right activities and offers, giving us a clear description of sales channel
Pipedrive is a very simple product. You can easily assign your deals to different pipes to have a simple overview. If there are already customers in the system, the Auto-Fill function is very useful. Also, the integration with paper saves a lot of work.
To be honest, there are not many negative aspects. However, I don't think I'm using all the features of Pipedrive yet that you can use. In order to know all the functions, I think the best thing is to take a course or something similar.
With Pipedrive I never forget a customer. I can see exactly where I am with the customer and I can also view the mail history directly. The good thing is that I can see when colleagues are already in contact with a particular customer. I can then coordinate with them.
We use pipedrive as our CRM and to manage our sales pipelines. The short answer is: It just works. It helped simplify our process and keep track of everything in one easily-usable place. Our favorite features are the visible rot feature and the awesome contacts timeline - couldn't do without it. Also love the integration with gmail and pandadoc that helps us easily add our contacts and create contracts.
The Smart Contact data and sales suggestions seem a little half baked - they could use some work. Would love it if they kept improving their UI so it was even more visual than it already is. I would love for them to add a feature to automatically record and connect calls into the deals /contacts section without requiring a third party. Overall, not too many complaints.
Consolidating my CRM and sales efforts into one place that consistently helps me keep on top of things.
It's a very intuitive and easy to use tool while Pipedrive supports many customization functionalities. I used Salesforce in the past at my previous work for deal tracking purposes, and compared to Salesforce, Pipedrive works much better if you are looking to use only basic CRM functionalities.
I haven't found any particular aspects that I didn't like about Pipedrive yet.
We are using it to track many deals in multiple stages among team members. For the basic deal tracking purposes, Pipedrive works great.
It is the best CRM we have used so far, it is very well integrated with all the functions available when browsing. It has given us options for superior specialty applications that provide vastly improved functionality in any specialty area. The price is very reasonable for any small and medium business.
The biggest point against is the limitation of the emails that can be sent, which are only 1000 per section, to exceed that limit you have to pay a subscription, although this same in quality-price ratio is too cheap. You must use an external service such as Mailchimp to use this email service.
We were able to fix the startup failure with only three salespeople at first, on the other service we were overpaying and couldn't justify higher priced sales at $1000 for the email functionality or the CRM functionality itself.
Pipedrive emphasizes to me in large quantities, mainly that for the proper work on any platform, it does not require training or essential learning to exercise it, in other taste aspects we can mention that it improves the communication of sales and management, which provides the products, by Implementing this software we can see the main potential customers and what should generally be done, in an easy way, since it is relatively simple according to its use.
The support of the platform is limited when we refer to small accounts, we can mention that this software offers certain plans that offer technical assistance by telephone or chat, but for low companies, they have only a reference with borders through emails, and this can be a problem depending on the needs of a team, emphasizing that it does not have labels or segmentation rules.
Implement Pipedrive in my organization to have a greater administration according to our contacts, appointments for negotiations, reference notes of calls and other processes that have a great tendency of utility in the company, including that it is a very useful tool in the same way for manage sales from lead to close of delivery, and really made our revenue and logistics teams act on the same page.
It is relatively easy to adapt to the solopreneur system, which a company would rarely use but which has worked wonders for us. We can study each client individually and see the possibility of classifying them as potential clients or recycled clients. The other platforms do not comply as Pipedrive does in terms of online sales automation.
We require a high recommended membership to automate synchronizations and automatic emails, although we can configure synchronization with the internal calendar. We cannot use the free version for this type of functions.
As the only benefit we have obtained the synchronization of campaigns with Solopreneur and the adaptation on our sales platform. Each client has been able to take their study with the space that we have provided and they can rest easy with the development and performance of their order. This software is very complete.
Pipedrive is sales tools for the ones having high ambitions. According to me this is the best CRM app I used till date. It is very user friendly and one can easily import/export the leads including email id and contact numbers. One can easily track the leads and also it provides the reminder system through which we can get the scheduled reminder of the calls with the clients. Also, the chat support team is very quick and supportive. It's a web and cloud based software. The software includes features like email marketing, client matching, lead management, contact management, interaction tracking etc. It is less time consuming and quick .
The functionalities must be improved. There are some functions limited to admin users having few functionality to enable certain functions to particular team members.
I use it to track down leads and to manage all the leads. I also use it to increase productivity. It helps in managing customer relations. Also, it can be used for the purposes like scheduling and financials.
The features are easy to use and have it works like a breeze.
The data extraction and collection could be a bit more customizable.
I use pipedrive to collect incoming leads, respond to them, and track the pipeline and activities. It's benefits has to be how light and easy to use it is. It is also budget friendly so a huge pro on that aspect too.
Pipedrive is very sorted and quick kind of CRM in which we can easily get the things done. Best part of this CRM tool is user interface the way they sort there user interface is very easy for first time user to use the CRM application.
As of now, There is nothing dislike in this but we can say there are some updates which needs to be done. Further, it is nice Application.
This application is simple to pick up quickly, which is worth a lot compared to the time and expense some tools require for training and onboarding. Only half an hour training will be enough for any team to understand how we can work on this application.
UI and the user friendly layout to manage leads and automation of activities
API Integration to create leads has been not exposed yet
Mainly managing leads effectively and following up them by putting reminders for every activity
Pipedrive is perfect for the modern company. It is easy to navigate and easy to explain to all reps. When I started working with my company I did not have good organization skills. However, pipedrive made it easy for me to keep track of all my files. I started submitting 1-2 files per month and now am closer to 5-6. It has helped my income and my organization.
Nothing I think it is great for all up and coming companies. This application helps you set all your reps for success. The only thing I would not like too much is the note section. I think the note section should be more prominent because it is a big part of moving files forward.
I have used Pipedrive to get my files moving forward faster. I think it is a great tool for new loan officers.
Pipedrive is a good business solution, with all the tools that a CRM needs to have. Easy to set up and start using and with a good range of integrations. Mobility because it has apps for both Andriod and iOS. It tracks e-mails and is very customizable.
I was not successful in integrating with a specific system that I have, so I don't give Pipedrive a high score (I may be being unfair).
It solves the commercial management of a company well. All history will be duly recorded.
Pipedrive informs me and provides a really strong support, where with the right information, organized methods and management of marketing evaluation, budgets, storage, forms, reminder system and its intelligent integration customer acquisition, are tools that with proper use can make a company achieve the goals set to generate an understanding of customers increasing acceptance, with users to integrate the programming of this software to publicize their services.
When creating a client portfolio with a high numerical value, counting a certain amount of people, some names start to change, moving the information of the users that are inside the pipedrive platform, obstructing the traffic paths of the clients' information, because of this error the part of the synchronization and automatic update is disabled due to the fact that when doing this action, there are failures in the software which generates a lack of control of the data related to the users.
Reactivate my engines of potential reach, using content segmentation, with the help of digital email marketing, managing and inspecting tasks, with customer acquisition strategies, executing campaigns with data extraction, programmatic failure resolution systems, as well as file and document storage form management, with internal chat work which can support you in your sales, being a public relationist par excellence.
There are loads of (Cheap) CRMs but pipedrive is the standout - and I've tried them all. It has the integrations of hubspot but none of the exponential price growth Integrates natively with all my other software - cicleloop, outplayhq, dux-soup meaning that I can control all my interacts and leads in one place. Linkmatch means I can track who is already in pipedrive on Linkedin.
Little bit inflexible in the setup. the new leads function is a bit of an after thought - contacts can't be created to leads as far as I can see, you can only create leads as they come into the database - what they are actually trying to do is upsell their AI website bot. For me these are two pointless aspects of Pipedrive
Being more efficient in lead generation and sales funnel management. I have created a whole sales ecosystem with pipedrive at the centre, which means I can communicate by email, phone, Linkedin, text and everything is automatically logged in the prospect record - as are replies
Based on my technical knowledge, the good aspect regarding pipedrive is still in its design, operating with a total reaction framework that can quickly counter any organizational problem, describing the important PR management methods such as mission delivery, initiative management , operational analysis, consumer development, emerging formats and types, segmentation, consumer capture, and others.
It will be great to have various color choices in the filters, we 're using google docs a lot because like most people know you should paint the board you construct, through Pipedrive we have just not worked out yet how to do it or whether it is feasible.
Pipedrive helps other employees to log in to see a view on each of an organization's structures to phases. That's the most important by a long way. Developers don't have to make notes-we only should analyze them. I would add the last company figures are incredibly helpful in the decision-making of commissions based on the deals received.
The simplicity, accountability and transparency across the whole pipeline channel.
The inability to customize your pipeline channeling.
getting an ROI on everything that comes through our site.
Easy to use and quick to set up, not overly complicated
Does not have a robust set of features. Very limited functionality vs other CRM systems
Capturing lead information for virtual sales team
Providing professional tools and ideas to grow my bussiness worldwide that a thing i impressed this.
Free 14days trail is most irritating because i need to time to take decisions to add this software our bussiness or not. I think this site increas free trial time.
He help me to promote my products for worldwide to get create unique identity of my product he provide me to my solution.
the funnel configuration and customization
nothing really. I would wish it could handle phone calls with AI, maybe...
easy to keep up with prospects, lets you keep the early stage business' commercial operation under control if you (manager, founder, ceo) have too many things and roles to accomplish.
It should be noted that Pipedrive is a tool that I use continuously to achieve my business objectives and bring great marketing results to my clients. I can share posts, create campaigns and send mass publishing to specific customers. I definitely like it a lot and it helps me to have new clients.
I have nothing against Pipedrive. I consider that it is one of the most complete programs for digital marketing. I hope they continue working in this way.
We are using the program to achieve a general approach with specific clients and also to look for new potential clients. Thanks to its functions we can achieve an optimal result and in a short time we have been able to have considerable income.
If I have to talk about a software with many important qualities to increase my sales without a doubt this is Pipedrive. It helps me to have an excellent visualization of reports, it is easy to use and learn to use its tools. It should be noted that the processes in which this program stands out are in capturing possible opportunities to increase sales and channeling and information on revenue efficiency through different stages or market circumstances.
I don't like that there aren't many integrations and the automation process is a bit slow. However, the program contains many advantages that do not hinder its overall performance.
Basically we are using Pipedrive as a sales strategy through pipelines and channeling them under strict and optimal operation of their tools. Since its use, we were able to simplify our work and significantly increase efficiency thanks to change management.
É um aplicativo que vale a pena ter e usar para sua empresa, pois ajuda você a melhorar sua renda para 100%. É altamente recomendado e possui excelente operação, além de possuir uma versão gratuita para as empresas que desejam testar sua operação.
Não há nada de ruim a dizer sobre este excelente software, como o Pipedrive, ele é fácil de usar e ajuda a melhorar muito suas vendas
O Pipedrive é um software que serve para aumentar suas vendas e é muito fácil de usar em uma empresa pequena ou grande. O aplicativo Pipedrive nos permite usá-lo onde você quiser e poder registrar as ligações dos compradores de maneira mais fácil e eficiente, com um excelente preço para obtê-lo
For those of us outside tech, service industries, or really anyone who loves clunky, messy, overly complicated systems like Salesforce, Pipedrive is indeed a super simple-to-use, flexible CRM alternative. Ultimately, I'd suggest this CRM to everyone interested in investing in the management/automation of their operations.
CRM capabilities, not simple for track note cards, talks, logs, etc. Good to follow this up offers, but not from a partnership summary if you want to see it. Salesforce CRM isn't as strong. I'd like to use it more than in our landing and customer achievement, and it's not there yet.
I'm not a sales manager but at times every week my work requires me to test my Pipeline company balance. That being said, I like the user-friendliness of Pipedrive. It cost the BD Lead a little over an hour to talk me through both the app's features.
What I like most about Pipedrive is the user interface. It is easy to use and deals tab allows me to see all the deals on my pipeline. I also like that it is customizable.
I don't see a feature that I dislike about this CRM.
I am able to monitor deals and each of its progress in the Pipeline. It allowed me to follow up on leads and helped boost my company's conversion rates.
Working with Pipedrive is extremely easy and pleasant, no major training or technical knowledge is required, from the beginning I felt very comfortable with its structure and interface, a simple form is completed with our data and those of our company and you can access and enjoy the benefits of this great tool
This could visually improve a bit at times of the operating system. Include buttons and bookmarks who are more colorful. Make the work area an attractive work scenario, considering that a user may spend weeks working with that kind of tool at the front of the laptop
Our sales are increasing more and more thanks to this software and the new artificial intelligence system that we have implemented in the last 7 months, Pipedrive together with our team of professionals have managed to fit very well and do a great job
