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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.
I love Pipedrive because it is relatively easy to use since the process of entering potential customers and moving them through several stages is simple and clear. In addition, it is excellent for keeping track of all the people I am talking to.
I believe that automation is lacking within the platform, even with the highest levels. In addition, its visual channeling is excellent, but if you want to work within a system similar to a spreadsheet (that is, manage clients or organizations within the system), it takes a long time.
We use Pipedrive to manage all sales-related activities, as well as to manage customer success, after-sales, as well as to track the efforts of the disclosure and contact details. In addition, email and call information, as well as new potential customers and incoming interests, are captured in the system.
I love pipedrive because it is a tool that allows me to establish great integration and reporting functions for tracking sales pipelines. I also have customer information and keep a record of all the people with whom I establish sales relationships. And above all I can manage incredible changes in the management of customizable sales.
It would be ideal if the interface does not present any inconvenience for the administration of organizations, it is something that should be improved in that regard.
In our company we use Pipedrive for sales management and for the control of the clients with whom we contact. In addition to being able to allow us to manage and organize business sales processes.
I like the added features that Pipedrive has implemented recently. You are able to upload video as well as photos to the customers file.
I don't like the mobile version because the cell screen is small and I'm not able to navigate as well as I can on the computer screen in the office.
There are a lot of benefits while using Pipedrive, one of them is being very organized. The reminders are great because if I'm overdue with a file, it will be in the color red. Shows me I need to work this first.
It provides a clear understanding of your leads and where they are in the buyer journey.
It has some functionality issues particularly in regards to syncing with other solutions.
It provides a clear understanding of your leads, where they are in the process. Thus, it enables you to better respond to them improving your sales and marketing processes/
I like it because it contains control panels of pipes, as well as reminds you when you have a task to complete, in turn it contains an easy and intuitive interface to learn and use is a very important option for handling
I would like to see in the platform Leadership management, Zapier Integrations, Management of residual treatment and income, as well as various Reports, I consider that they are characteristics that a platform must have
I use pipedrive in the company to manage sales channels in different industries, as well as the entire organization uses it. It is one of the two CRM systems that we use, this platform has been very useful for the company because we can manage all sales channels and that for us is very important
On the daily basis, we use PipeDrive to manage deals with customers or potential customers, keeping updated the evolution of the sales process for each one. All the trace of our selling activity is going directly to PipeDrive, so everyone in the sales team can be informed about the status of each deal.
So far, I think is a great tool for a small amount of deals. When you start getting more and more deals it turns difficult to organize all of them. It is a visual tool and therefore it has visual limitations. Moreover, the integration with other databases or programs such as MailChimp sometimes is not that smooth as I would like to be. PipeDrive offers the possibility to set up automations, but I consider them dangerous.
Usual and clear follow-up of the stages of the sales process for each client or potential client, and analyzing them with the statistical tool.
We use PipeDrive for the follow-up of the deals with potential clients, projects, all kind of business relation that need different stages untill it reaches a final state. On the daily basis we organize our communications with customers, suppliers,and we follow of the evolution of each process (sallingm purchaising, partnership). It is quite useful!!
In my opinion, Pipedrive is good for small companies like us but it might be limited for big companies with many many projects and relations.. When we introduce so many things in this platform, it bacomes difficul to use as it is very visual and many programing features are missing.
PipeDrive help us for following-up the evolution of every process that involves contact with different people, sending emails and introducing all the information with regards of the evolution of a process in only one place and systematically control it.
How I can manage my day to day actives in one central location.
It could be a little more user friendly
Keeping daily accountability for our staff with great ease.
This crm provides better visuals into each stage of the sales cycle. The user interface is clean and easy to use. Reporting features are very good.
I don’t really dislike anything about pipedrive CRM system.
Organization for sales - solves Benefits are better insights into sales cycle and more deals closed due to better organization.
It easily keeps track of my leads in the different sales stages.
Hard to pull up old leads you have lost. could be a little more user friendly in that aspect
Keeps track of what clients I need to call, and organizes my day.
It's useful ti calculate and manage customer in come, it's very easy to integrate with Google suite
It's perfect for B2B but for large B2C Is not enough
Management of customer, integration with time managing instruments. It's on demand, no server management
Pipedrive at first sight is a very complete program and one of those that are undoubtedly essential in any office. What I like most about this program is that it allows me to manage it from any device. So I can work from my office with my team of colleagues or from the comfort of the armchair of my house checking a Tablet. In addition, its price is low in relation to other competing programs. The price-value ratio is excellent. I can customize Pipedrive and adapt it to the requirements of my company. In addition, it synchronizes very well with other applications allowing data and information to be imported from other CRMs. It really is an excellent tool.
I consider that one aspect to improve is the attention provided by the technical service. A month ago we presented a problem and unfortunately the answer did not arrive on time so we had to find alternatives to solve the problem at that time.
Today we can say that since we started using Pipedrive sales in our company have increased significantly. In the last semesters we have increased profit margins and this certainly has to do with the CRM offered by Pipedrive that facilitates many of the processes that used to take us more time and effort. We are satisfied with this application that has brought us great benefits.
I like how Pipedrive is visually strong. It helps to easily see where your prospects are at in the funnel, and keeps good track of what you've done with them and schedules your next to dos per prospect.
Extra tools didn't always work as good. And we were always struggling with managing the rights to our employees.
It was our daily and most important software for the sales team.
I LOVE the step-by-step progression of the leads. Being able to move them forward in a customized process with ease is awesome.
I would like just a straight-up calendar built into it, but I can function without.
It's making it a lot easier to classify and prioritize my leads. It also makes it easy to get a quick overview of what I have going on and what I need to focus on during the week. I would sometimes let myself get overwhelmed with tasks and this helped me smooth out the workflow.
First of all, it seems like a great Pipedrive tool because it gives me great ease in managing multiple facets during the sales process. It also allows me to visualize the activity with respect to sales and is ideal for its use because it offers me an excellent collection of data and follow-up of customers and be able to obtain great organization in terms of reports.
I like it because it helps me a lot of help but it would be better if they implemented a margin when it comes to improving reports. I think it's great that they will enable a tool integrated in contract management.
Our company uses Pipedrive mainly for sales since we benefit a lot from keeping a record of all our prospects and people with whom we contacted where it has also served us great planning in our company and is extremely useful based on the processes sales, organization and therefore maintain detailed information of our customers.
A sales pipeline is a perceptible and systematic approach to selling a product or service. It allows salespeople to get a grip of exactly where their resources and other ultimate smarketing glossary are at all times Pipedrive CRM gives users the ability to check and record sales information through pipeline management,the other importance is that Pipedrive’s has no restrictions in usage and full email integration is included along with add-ons and integrated apps, so it can adapt to the specific needs of each business i
what i dislike is that i am unable to create customers report and this make it to had for me to analyze and record any activities in our company.another dislike is that pipedrive is suitable for sales pipelines we actually use it when we are doing sales.pipedrive is very costly since email, phone and chat comes with a price tag in Pipedrive
before we used to experience difficulties in our sales strategy but after i was introduced to pipedrive by a good friend of mine we have automatically improved our production in a very big way there by improving our sells
The Pipedrive interface is simple and easy to use. The work area is very well designed. Each feature of its different menus is arranged in such a way that anyone without much experience intuits from the beginning what each one serves. The process is simple from the moment of registration. A small form is filled out and our Pipedrive account is ready to start using. On the other hand, the analysis offered by this program is extraordinary. Pipedrive issues very complete statistical reports that are very useful for planning each sales strategy in the future. With Pipedrive we can also plan activities and meetings of various kinds. It really is a very useful tool.
In general Pipedrive is very complete. I would like it to improve its appearance with each update. Make it more colorful. Aesthetically improve your appearance. Beyond this I think that Pipedrive fully complies with each of its functions and utilities.
Pipedrive has made things easier for us in the office. Since we used it, the increase in sales has been remarkable and without a doubt this is thanks to this software that has been very useful to us. Pipedrive is a very useful tool for generating reports and in addition to those making sales forecasts. It also allows you to import data from other applications, which saves us time and translates the work process in some way.
Seeing everyone's leads on the main board, but most helpful is the tool that accesses your emails.
I dislike the bugs on the feature that automatically connects your lead with a title or another lead; it's usually always incorrect.
Although it's hooked up to my email through, I have to always have the program open to track everything. I guess I wished it worked or communicated with my emails outside of the program. Maybe alerts or notifications I set from Pipedrive could be sent to my email?
Pipedrive is the easiest way to track deals from start to won. Easily sync in all conversations, activities, track email opens, send bulk emails efficiently...the list goes on.
There is not a good mobile email integration yet. It creates a hole in communication and tracking when you email through you phone.
It makes it easier for my sales team to win more deals, and track what’s important to use without a million fields and records like other CRM.
Ability to combine information from marketing into a sales process. It's amazing what you can get done for $30/month/seat. You used to need to be quite large to buy a really expensive system to do this stuff.
It's for high-value relationships so it's hard to make updates using marketing automation tools i.e. automatically moving deals between stages based on automated email responses either can't be done or requires more money.
Deal tracking and 'to-do' follow ups across a lot of deals.
Pipedrive without discussion is one of the most complete sales management applications currently on the market. What I like most about it is that it allows me to customize the data fields offered by the service, as well as import the data from other applications such as Mailchimp, for example, with which it synchronizes very well. Pipedrive also allows me to keep a complete record of our clients' data which makes our job easier. Pipedrive generates detailed reports that allow us to plan next steps to follow in order to increase sales. The Pipedrive interface is simple, so we adapt quickly to this software. Pipedrive is the best.
Everything went very well with Pipedrive. I think the price is somewhat high, but obviously if we want a good service you have to pay the right amount. The experience has been positive with Pipedrive.
Since we started using Pipedrive we experienced a positive change in the number of sales that were magically increasing. The sales relationship from the semester after the time we subscribed to this service showed significant progress. Indisputably Pipedrive has influenced these changes. We have much to thank for this service.
I do a lot of work with PipeDrive everyday. I use PipeDrive on the daily basis to manage the deals with customers or potential customers, keeping record of the evolution of the sales process for each one.
I think is good for a small or medium size companies. When you start growing the ammount of your deals it can become difficult to organize all of them as it is a very visual tool and the size of the screen is limited. Also the integration with other tools such as MailChimp has to be improved. Some automations can be dangerous. For example, a Deal can automatically change its status when after being inactive for some time.
I just focus PipeDrive to track the evolution of the sales process for each client or potential client. I am not a friend of integrations as I have the feeling that some information is not correctly or fully transferred. For the follow-up of all the stages of a deal I do everything manually without integrations. I like a lot the statistics to check how everything is going.
The user interface that allows you to easily drag and drop
That there’s no way to integrate into your current crm
A clean easy way to see all your deals without the clutter
Pipedrive is an excellent sales tool that is very simple to use and does not require more training to take advantage of each of its features. Pipedrive offers extraordinary analytics to show results about our sales records, as well as to make projections that have allowed us to adjust production based on what we will possibly sell in the medium to short, medium and long term. The visibility of the sales funnel is acceptable which has unquestionably helped us to design the best sales strategies. In addition, Pipedrive synchronizes very well with other applications making it a very versatile tool.
I honestly have no negatives to highlight about Pipedrive. So far the experience has been very positive with this application and it has worked perfectly for us in the company. I have a lot to thank Pipedrive.
Sales have increased significantly in our company since we used Pipedrive. We have recovered the initial investment in record time. With Pipedrive it is now possible to design the best sales strategies. The best thing is that we learned to use it quickly. In the office all the work team adapted to this tool quickly.
I like that this is a scaled down version of multi-layered sales software (like salesforce) when I don't need all the bells and whistles (and cost). Love the email templates
Wish it did more thorough (any) data collection
For a small startup that doesn't need the complexity of salesforce, but needs money in the door, Pipedrive checks all the boxes.
Liked the tool to create marketing automation flows for all my leads for a client at the time
Nothing, works perfect and leads are through the roof
Marketing automation flows
Pipedrive is one of the most complete and profitable CRMs that exist. It is easy to use, fantastic cross-platform capabilities and an excellent selection of integrations in your history. Besides moving people from one stage of sales to another is really easy. Being able to sort by each stage of sales allows me to configure processes that work. I also like that I can create more than one pipe, it has some custom web forms to collect clients of possible interest.
You must have a list of potential clients, in addition to the contacts. We also have a problem with returning customers who buy the same product. That is difficult to distinguish in the system. Another key factor is that I pray that the price of the Platinum version is somewhat low, it would be positive if the trial period were extended beyond thirty days to give benefits to small businesses with limited budgets.
Sales in our company have increased rapidly since we used Pipedrive. The changes begin to be perceived shortly after starting to use this application. We can also upload our presentations and proposals directly to Pipedrive, in addition to that almost everything is customizable, it gives us the advantage of placing our stamp and image of the company. I must add that the final sales reports are very useful for our department to determine income commissions.
Pipedrive is a complete tool to measure all the clients who are making appointments in our clinic. To follow them during the path to booking a treatment. In a simple overview we can see what deals we are making and to anticipate on it. The tool makes it possible to judge the balance in a period of time.
In the beginning it's hard to learn all the ins and outs of the tool. Takes a lot of time and effort to understand every function. To master it you have to follow a course or trial and error. The price is expensive, but eventually worth it!
The tool makes it perfect to follow our clients and base the deals we are achieving. The targets of your company is leaning on the tool. Anticipate on it is the key to succes!
I love the workflow automation and the fact that you can send emails directly through the platform and they show up in Gmail.
I would have to say that the phone app isn't as intuitive as the web browser and the support for more complicated queries could be better.
Pipedrive is the only CRM which would allow to create a customer field not only populate that data from a spreadsheet import, but allow me to update that same field later with some new data.
Very advanced functionality and integration with other services . Intuitive interface , ability to manage the leads very effectively.
Marketing instruments need to be improved . Especially regarding email services. No free plan for small amount of users.
Search and optimization of big data sets related to our clients.
