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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.
pipedrive is a basic item. We use it for dealing with our pipeline and parcel of Salespanel clients likewise use Pipedrive. We have heard great audits from them. It's truly straightforward. Our work process includes pulling inbound leads from Salespanel with their information and lead score directly to our Pipedrive account. From that point, our business group channels the leads and makes exercises. It's a consistent procedure. Overseeing lead action is simple as Pipedrive continues informing you.
The robotization for messages and follow up is new and not exactly created to be easy to use. In any case, we have begun utilizing it and it has truly made a difference. We can trigger an email or activities when somebody moves to another stage. This is basic regarding time investment funds for our business staff.
Pipedrive enables other colleagues to sign in and see a perspective on every one of the arrangements and stages for an organization. That is by a long shot the most significant. We don't need to draw reports - we can simply observe it. I should include that the last business numbers are extremely useful for deciding commissions dependent on arrangements won.
According to this CRM tool it provide good features compare to other I used it from last few day and now I am going to purchase plan as my trial is going to end
Pricing is higher than other related CRM tool but still it was good experitace with it
-Leads Follow up -Schedule call -Schedule meeting -Schedule email
Basically I am used to now with pipedrive and truly its simply awesome featues it have.
Pricing aretoo much high in so need to redu e plan also there will free plan for beginners
*Sales Management * Project Management * Email schedule
The best things i like about pipedrive is this that it is fast to set up, extremely user friendly and it is built keeping small business requirements in mind.
I have been using pipedrive for quite sometime and there is nothing that i dislike.
We didn't have a CRM solution at our organization that we could count on for our needs. After we got pipeline on-board, that problem was solved. It is our go-to solution for any CRM application questions.
Its very much good tool for project management and easy to grab it. I used it before few month ago now my trial oack expire so I need to renew it because I am attracted with it and I cant stop using it
Trial period is small and some of the functionality are not enable in trial mode. Need to enable it so people can easily understood it before to purchase it
Majority all my big issues being solved by it and I am fully happy with thier service I surely recommend it
As a sales manager I am very much happy with pipedrive and I used it from last 1 year. Client follow up Email schedule Project discussion Project Assignment These features are good with it.
The fees is very high as compare to other CRM tool and no free plan available need to improve it otherwise its okay
I am solving many problems like project schedule mailing services which I prefer pipedrive and its no more now. Truly awesome tool I have ever seen.
Pipe drive is so user friendly. It provides easy feedback and allows organization of customer database.
I wish that you could assign tasks to more then one person.
Sales are made easy with pipedrive. Organization is a price of cake.
The semplicity of use. Very friendly and complete
More Google calendar adds and utilities could be implemented like two ways notifications
I got my task organization semplified with a very nice funnel
Muy útil en ventas. Por alguna razón tras las últimas actualizaciones, no muestra en el móvil los datos de cada contacto. Cuenta con buenas funciones seria bueno también implementen algo de personalización con la aplicación de pronto algunos temas. Una muy buena opción, he probado varios CRM pero el diseño y la conexión que tiene con google apps es lo mejor, sin olvidar los informes El mejor gráfico de CRM para seguir cada negocio potencial, increíble! La uso a diario y nunca más he vuelto a olvidar una oportunidad de negocio o actividad con clientes o prospecto. Lo mejor: sincronización con Google Calendar y Contactos.
Es una herramienta muy útil para poder llamar a los clientes, el problema es... Todas las actualizaciones que ha tenido últimamente, no ha quedado bien la app, ojalá lo reparen Llevo 1 año con la suscripción y recién cambie a un Huawei Mate 10 lite, funcionó bien unas semanas, ahora se queda trabada tratando de cargar la información y de repente me reinicia el teléfono. Gracias por la ayuda, la aplicación funciona perfectamente ahora en mi teléfono Me gusta la sencillez de Pipedrive pero la ultima actualización cierra la aplicación en diferentes funciones. Arreglenlo. Buena app pero, Solicita demasiados permisos: 1. Para que necesita acceso y usar Fotos/medios/Archivos? 2. Lee contactos 3. Administra las cuentas del dispositivo 4. Acceso a información personal 5. Publicar en su nombre 6. Acceso a bandeja de entrada y contactos
La gestión de la información y de nuestro proceso de ventas se hace más dinámico, me gusta que esté diseñado para que la mayoría de la configuración que necesitamos lo podamos hacer sin necesidad de apoyo. Como área de mejora sugiero mayores funcionalidades en el correo en todas las versiones
Pipedrive has allowed us to optimize the processes related to the sales of our products. It has automated part of the management which undoubtedly becomes an advantage for any company. Pipedrive allows us to project sales in the short, medium and long term, which allows us to adapt the production to what we expect to sell in the future based on these projections offered by this software. The statistical reports offered by Pipedrive are detailed and easy to interpret. At the same time, Pipedrive allows us to import data from other applications and synchronizes them very well. It also allows you to register the business data of each of our clients with total security and reliability. Pipedrive really is a great application that has made things easier for us.
So far I have not been wrong with Pipedrive. Everything has worked very well. Handling it has been very easy and the entire work team of this company has felt very comfortable with this application. The experience with Pipedrive has been successful.
As I have said so far Pipedrive has been a great work tool that has had a positive impact on our company's sales. It has made us more efficient and has automated part of the sales management process. The investment was recovered shortly after making it. We do not require much training to learn how to handle this application. Registration is simple.
