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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.
The way it tracks your work flow and how it intergrates into IE.
I don't like when a deal is roting when the deal is far out.
Pipedrive is stremmlineing my sells proess.
very easy to use and understand. Projects are great to use and has great features. Customer support is great.
Not much as it is very easy to implement.
Pipeline management and followups
Using is simply good, UI is perfect, supportive staff, quick responses, kind request for work
Finding perfect user difficult, need more verified method
Solve problems related work, finding prospect
I can manage my deals relatively easily.
Can't think of anything now. I like my current usage.
Helping me with my sales pipeline and manage my deals.
It is very easy to setup, you can easily create different pipelines with different stages and even import your data using a spreadsheet if you are using another solution. The API is great so you can extract any useful data to create custom reports (on a spreadsheet, google data studio, etc) or even automate processes to save time and make your team more efficient. It also has useful dashboards to keep track of the results of your team. It was the best tool I have ever used for pipelines and offers a lot of third parties integration so you can even automatically call your leads as soon as they are created if you combine it with other solutions. You can also adapt a pipeline to manage your customers lifecycle and with some work from your developers try to build a Customer Success tool without having to subscriber to an expensive CS solution.
It is really focused on the pipelines so I miss having just one system to manage and concentrate all kinds of interactions with your leads and customer. You will have to have another solution for CRM or e-mail marketing and is not so simple to identify whose are engaged with your solution or who should you prioritise the sales contact based on engagement.
First idea was to have our entire sales pipeline and we build an integration so as soon as the user subscribers to a trial of our system the lead was automatically created on the pipeline so the sales team will start to lead with them and keep going with the whole sales process. After that working well we started to manage also the entire customer lifecycle inside Customer Success department, so we had a pipeline for Activation, another one for Retention and the last one for Expansion (Upgrades and Upsell), we tried to build inside pipedrive a Customer Success tool and it worked well.
1. Simple to sign up. 2. Incredibly easy to configure my workflow as opposed to having a workflow thust upon me 3. Seamlessly able to inegrate with my email and other business systems 4. Extrememly reasonably priced and significantly cheaper than Salesforce. 5. Evaluated Pipedrive against Salesforce and Hubspot. Pipedrive won!
Nothing I dislike about it. Ticks all the boxes for me.
Compeltely streamlined my sales management and engagement processes, with a solid CRM system, integrated with my Shopify, Xero and other systems. Now my sales and quoting process is fully automated.
You don't need professional services or having 1 sales ops to be able to set things up, automate your prospection and your sales pipeline. The UX/UI is simple. I repeat, it is simple and perfect for sales guys. The deal view and the contact/company views are just simple and easy to work with. Anyone can just customize or add new fields if required.
Insights aren't that flexible, but you can still manage to build great reporting. You can't merge a new lead to an existing deal, which can be useful sometimes.
Managing our inbound leads Managing our sales/deals pipeline.
Easy to use, knowledge base and academy were easily accessible and was able to quickly learn how to use different aspects quickly. Also love that you could associate a note, call, or email to multiple locations at the same time.
The outlook integration for email could be better, loved the way the Gmail integration worked but when our company switched to Outlook it wasn't as smooth and user friendly.
Pipe drive helped track customers in the customer success path, as well as tracking deals and opportunities
Ultimately we appreciate Pipedrive for the fact that it delivers great value for the price, at all subscription levels. It is fast, easy to use and is focussed on the experience of real salespeople. The sales manager can also drill down to obtain the reports she/he will need.
There are a couple of capabilities missing, which we find bothersome. In particular, one may not (yet) use dates, past or future, as triggers for the otherwise very-good automations in the product. This won't affect many users, but we miss it. Pipedrive says it will be available as a feature in H1 2024.
Pipedrive is a CRM, first and foremost. It performs this job perfectly well. When used correctly, the user can always see what to do next... and that is the most important benefit.
What I like the most about Pipedrive is that it is so easy to use. One does not need a lot of experience to be able to use Pipedrive and create contacts, leads, deals, or a sales pipeline. You can easily create and be able to track where certain deals or leads are and can view all the activities, and touchpoints that have been made to that lead, deal, or contact. I also love how easy it is to move things around Pipedrive and it's so easy to customize your pipeline to suit your sales process in your company. Another favorite feature would be the analytics or reporting side of Pipedrive. The system provides a detailed report for sales teams/sales leaders and provides great analytics on the team's performance and provides insights on the areas that need some improvement.
One thing I do not like the most about Pipedrive is limited branding. Inasmuch as one can easily customize their Deals, Leads, and Pipeline, Pipedrive doesn't have a lot of options to brand the platform to specific organization brand colors and logos. It might also be a little difficult for one to fully learn the platform and use it to its full potential if one doesn't have any background in using a CRM before. Besides that, there is nothing else I do not like about Pipedrive
We mainly use Pipedrive for CRM and Sales Analytics. As a sales team, we do prospecting, find and qualify leads and turn those leads into a deal after a series of Discovery Calls etc. To be able to create and track all these leads and deals, we use Pipedrive from the first point of contact to the end of our sales process. Pipedrive has made it easier to have a central source of truth/single truth for the team to be able to easily see what stage certain deals are on, and all the communication or activities with that specific lead or account.
