Unclaimed: Are you working at Pipedrive?
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.
A simple, effective little tool that helps salespeople in the field
Lack of support, no phone support - chat only, for any Silver plan. Not affordable above silver plan.
customer relationship management as an online application to help the field sales reps.
The interface that we use on this platform is really helpful to figure out what to do.
The strange errors that appear while working on this platform.
To work more efficiently.
It's easy to integrate it with your email inbox and you can send messages directly via PipeDrive.
Navigation is quite complicated, no straight forward ways to accomplish tasks. Adding a follow up task, question, note, call etc. couldn't be more complicated. The side view of calendar while adding the tasks in makes it look as if the follow up task reminder I am adding for myself will get send to the lead as a calendar invitation. Major anxiety inducer. Also, the lead's email field is far too close for comfort. It doesn't take much to accidentally click an inch away from where you intended and embarrass yourself. Data entry is slow, switching between tasks is a nightmare.
It's a cheap solution for keeping track of sales activity.
It was easy to access online. I was able to figure out how to the basics.
The pipeline reports were ackward and confusing to someone that used Salesforce before.
Close sales
The price is good, though for the functionality, it's still too expensive.
-Emails don't associate to contacts / deals -Can't have more than 1 person per deal -Can't add, remove, or modify activities in bulk -Pipeline does not update in timely manner -Notifications are either overwhelming (on) or non-existant (off) -No ability to add different levels of users -Constantly crashes in Safari -Note functionality has multiple issues that slow down input -If page isn't maximized, Login button does not show -Page does not scale or show properly in any view except fullscreen
We've added more problems thanks to this software
Visual Pipeline View - Although could use overhaul
Very buggy - to do lists malfunction, pages load slowly, email chains sometimes won't attach with BCC or email integration. This is a very subpar CRM IMHO. I was a salesforce user and only used the basic functions to manage deals. I really don't know how this CRM got some great reviews. Maybe for a company that is in less than 50 prospects at a time?
Basic CRM functionality and pipeline management
Decent CRM, but nothing to rave about. You can get much more bang for the buck from alternatives. Customization is decent but limited.
Probably some of the worst customer service you will receive from a SaaS company. No customer support number. Email support is low priority and does not take your individuality as a customer into account. If its not in their basic script, you're out of luck. And if you ever have a billing issue - they value your dollar over your business. With all the competition out there, and some of the decent features pipedrive does have, this was really sad to see.
We used it as a custom CRM with lots of API integration. There were few good options several years ago, now there are many, and many of them are better. Sad to see they couldn't keep up.
So far, only the fact that every other tool out there is well connected to pipedrive. But that's it... when it comes to using the CRM, it's not good.
Does each of your leads require you to engage multiple people? Yes, me too. Pretty much every b2b deal is like that. So why is it that in Pipedrive, you cannot attach more than one contact to a Lead? This feature has been requested by their community for 19 months now, with 22 upvotes, and no sign of interest from Pipedrive. In another CRM I used, at each email sent, I could set up the parameter : If no reply within x days, create an activity to follow-up. Nothing like that available here. Another important point, is that despite the great knowledge base, you can't chat with a human. The chatbot is here and useless, and does not offer to speak with a human. Then when you email, it is the chatbot which replies that "this channel is currently not available". So, no support available, despite being on the advanced plan. As I wrote this review, I realise that this tool is not right for me and that I have wasted several weeks in getting used to a solution that is a low performance tool.
Suposed to be a single source of truth and follow-up tool for b2b outbound sales, but it's not doing the job.
nothing really makes it unique. there are way better servives out there
terrible custemor service, with agents who tell you someone will be in touch within 24 horus, 2 days in a rwo, and its been three days and still no contact. PS they charge WAY extra to get custmer service...scam
none
The deal pipeline display is easy to understand. Adding a new deal is easy. They have a zapier integration (that sort of works). Unfortunately that's about it...
Integrations through Zapier are painful as Pipedrive doesn't have a clean way to identify/trigger actions based on newly won deals. Customer support is not helpful. Their billing practices are sketchy. You cancel an account and it looks like you've removed a seat, but it continues charging you for that "empty" seat forever, and they don't notify or show or tell you this anywhere. Resulted in thousands of dollars being charged unnecessarily and they refuse to acknowledge their part or review/refund this. Forget doing anything sophisticated. No integration with Gong/Zoom/other. Hubspot is FREE and far better.
Tracking deals in our sales funnel from demo through to close and renewal.
Their email tracking feaure is broken, it caused all of my emails to go to spam
I asked customer support to cancel my account and remove my card from their systems. They emailed me that my account has been canceled. I woke up the next day to an additional charge on my account. I reached out to CS and asked for a refund, they told me that they will not refund me and that I should go to PayPal and contest the charges, This has been by far the most horrible experience with a saas company in my life
using it as a CRM, however the features were not fully working as detailed in my review
Easy to get going when starting out with Pipedrive
No campaign data transmitted via API, no automatic double-opt in, hard to manage existing customer business, hard to steer agents via advanced activity management and prioritization
Pipedrive creates more problems than it solves. Advanced analytics are hard to implement, with email marketing and tracking being far behind competition like HubSpot
Really nothing. Interface is old and clumsy.
I have had a software error problem for over one year. Chat support does not really work. Finally paid for most expensive plan to get live support. Only problem is "live support" is with there most junior technicians
Actually no problem. Impossible to get live support that has any real knowledge of Pipedrive.
If you are ok with the price, the application supports your basic CRM Capabilities.
My wife & I subscribed to Pipedrive a year ago. We found that the CRM capabilities were ok but that our POS system worked just as well for our customer contact needs. Used the software for approx. Two months and stopped. This year, May 1st, 2023, without prior notice, communication or reaching out, Pipedrive charged us for another full year…. Not a one-month subscription, pay as you go, but a full-year subscription. I escalated this to Pipedrive customer service, and they said, ‘Sorry about your luck, should have read the fine print’…… didn’t mention or apologize for their inability to communicate that they were going charge our credit card for an entire year or offer to refund 11 of the 12 months for this year. We escalated this to our bank’s fraud department to dispute the charge, as this company is the definition of fraud. Pipedrive believes in charging its customers as much as possible and then stiffing them on the way out. As owners of a small business, who pride ourselves on supporting customers in any way we reasonably can, I find Pipedrive’s actions unethical and rank them as the worst customer service ever! Don’t purchase Pipedrive; it’s a sham!
Keeping track of customers.... however, we found that our POS system was more than adequate and did not need to spend more on Pipedrive.
Clean and easy to use. Nice way of laying out the information so you can pass the leads onto different departments.
They scam customers on their policy! If you deactivate a user, don't think you have actually lowered your user count... No! - They charge you for another full year for that user, even though they have been removed. When you complain they'll try their best not to give you a refund. Instead they say that hidden in their terms and conditions, you also need to remove the "seat" that is attached to that users account too. Deactivating and removing a user you would presume would remove them. Instead i got charged for an extra year, for multiple users, and they basically laughed in my face and said it's in their 'terms and conditions' that I have to pay again. Even though I have no users using their system I now have to go through my bank to get this refunded. Disgusting how they heavily force their unfair terms.
Nothing I cant get from another CRM.
There is nothing helpful about Pipedrive and their support is very poor
We have been a Pipedrive user for many many years and recently moved out. We had built so much tech over it that we kept compromising our experience but finally there was so much business loss with them that we had to move out. I want to tell you why you should think thrice not twice before even thinking of Pipedrive. Their pricing is not transparent, they keep increasing the prices every now and then, and will automatically upgrade you to a new plan with a higher value and your card will be automatically charged for a higher amount. They will downgrade features in the current plan and ask you to upgrade to get the same features. We faced this issue multiple times across our journey of many years. The tech of Pipedrive is outdated, it often goes down and services become unavailable, you might lose critical hours during the day due to this. They have multiple stability issues. We lost business for days when this kept happening. Their API’s get unresponsive multiple times which led to choking out our entire sales funnel. Worst part is the support response time is pathetically slow, it's anywhere between 2-4 days. We use 100’s of SAAS products and this one is by far the worst ever. Honestly we should have moved out of Pipedrive years before, it's a disaster waiting for your business if you opt for it. I strongly suggest you take a demo of Leadsquared, Salesforce, and FreshSales if you are thinking of Pipedrive. Also if you like the UI interface of Pipedrive go n try Teamwave, it’s ⅕ the price of Pipedrive with almost all features. Regards, Thrillophilia Team
They are not solving any problem and their support is creating more issues instead of solving the problem
Lower price than some competitors. Clean UI look. Android app.
Poor UX. Importing data fails 100% of the time. Customer support is utterly hopeless. They have created more work for us than Pipedrive has ever saved. They cannot event identify their own customers and refuse to talk to you about the problems they introduce into your account.
Currently none.
We should have done better homework prior to shifting to Pipedrive - to try and integrate our TOFU tools/tech we moved to Pipedrive's chatbot. This thing destroyed our page loaded speed and unfortunately we didn't realize it for about 6 weeks. It resulted in about 1/6th of the number of leads via the chat (which was a huge source for us). I had two customer service issues with them as well. I've spent over 30 hours dealing with them on two very basic issues and they're still not resolved yet (we don't expect them to be before we move either) Our company is extremely regretful we made the move over and based on the trust lost through this process we've decided it makes more sense to move to a more reputable platform. It has cost so much time, frustration, and money.
Extremely poor tech for the chatbot Very slow customer support - they work European Hours so if you in North America, South America or Asia/Pacific. Expect each query to take 24 hours. Just brutal. Just avoid.
They created more problems than solved. We looked to try and integrate our CRM and Chat Function/Bot into a single platform - their technology was inferior to anything else we've used and resulted in a massive decrease in leads via chatbot. CRM is OK.
The sales pipline view is nice visually.
Where do I start? Perhaps with the poor customer service. It has dwindled through the years to the point that you are just speaking to a robot that points out "Terms of Service". The updates that they do, they try to up-charge you. The updates that they focus on are irrelevant to everyday needs. What I finally figured out was that this CRM has to be customized to the point that it is non-functional to actually work. You have to over-complicate it to get it to work at all. I am done. The final straw was their refusal to credit back users that shouldn't have been charged on the day that they were charged. Look around and you will find more affordable, easier to use CRMs.
I dropped them because the benefits were scarce.
Pipedrive is affordable. It served a purpose at early stages.
Not sophisticated enough to serve up the data needed.
It's not. We moved to Sales Cloud with Salesforce.
Have been for many years a huge Pipedrive fan due to how easy it is to set up and use on a day to day basis. Was easy to tweak, play around and make you're own with out a silly saleforce implementation partner and cost
It crashes, crashes some more and crashes again. Customer service really couldn't care less about it and you just end up with various elements of the system that just don't work, so makes the platform redundant. Even with several issues raised, still cant speak to someone via screen share and just sent down the chat bot route over and over again. Also the way leads create a mess in the system, vs keeping them clear of your main database until you qualify them
Its not any more!
Could have some valley for a very tiny organization, limited growth potential.
Organization, limited tools, the flow of the CRM just doesn't function well past that of a single person organization or business.
Needed a CRM for sales tracking, setting tasks for the future, keeping track of large number of prospects
Pipedrive has a great visual interface for the pipeline view. Calling integrated is a great feature (when it works)
The application itself is good, however, support and stability are sub-par. In our years of Pipedrive usage, we've noticed a steep decline in the stability of the app. Multiples a week we'll have our entire team go down for hours at a time with no explanation from support. Moreover, during this downtime, we have to interface with their support who simply walks us through the same troubleshooting steps as anyone else. Even though this is a system outage. Don't ever expect Pipedrive to take credit for outages either. As I type this, there is an outage and status.pipedrive.com still indicates everything is fine over an hour after it bagan.
Previously, we were able to use pipedrive to keep our calling team on task. Unfortunately, the lack of stability with calling shows.
You can connect your email to the PipeDrive dashboard and you can email clients/prospects/contacts from the dashboard without logging in to your email. Free trial helps you understand the dashboard better and you can check all the features without spending a dime.
The dashboard is so difficult and there are literally no videos/articles through which you can understand the software better and step by step. The number of integrations is so less.
We signed up so we can approach prospects related to our industry.
i like deals dashboard where you can organize your deals in stages
it's cheap. doesn't seem to have very many capabilites or cusomization. interacting with your team through it is not very user friendly
Customer management and prospecting. not many other benefits per se
API is rich. UI is OK but overall, nothing special.
Never ending bugs, delayed webhooks, NO IMPROVEMENTS whatsoever within the last year. The same bugs are still happening over and over. Always the same response from their support. For example, we constantly struggle with delayed webhooks by several hours. This has happened to us at least 20 times this year. Just look at their status page: https://status.pipedrive.com/ and see how many bugs they generate. Those bugs affect how your team works (not loading UI, delayed API etc.). We lose deals because of this nonsense.
It's a CRM like any other so we just do our business-as-usual lead management in there.
The deals pipeline is well designed and functions.
We've been on Pipedrive for a month now, and it's evident we made a huge mistake by selecting this CRM. I'll start by saying that we're not rookies when it comes to CRM systems. We were an ACT user from 1999-2015, then switched to Infusionsoft which was a great solution until they lost their footing. Earlier this year we started investigating new solutions and liked the featured of Pipedrive compared to their competitive set. While we still like the features, their onboarding and client support is absolutely HORRENDOUS. If you need any degree of assistance in onboarding your team, this is NOT the solution for you. Case in point: we were assigned a Customer Success Manager upon onboarding. His experience is all of 4 months with the company and barely knows his way around the system, much less being able to train a sales team that needs this to help them do their jobs. We've had two "training sessions" with that we abysmal. He can't answer basic questions about how companies and sales people should use the software and at one point I literally had to take over the screen share. We went to our sales rep, Spencer asking for a new trainer and he ghosted us - not once, but twice. They do have online support, but it's less than helpful. Simple things like how to connect Gmail they have to elevate to "engineers" and still aren't fixed. We've had multiple issues with data imports and their merge features. All of which require intervention and should be simple fixes. What's sad about this is that we're trying to rebuild our business out of COVID, and they sold their training as a main benefit of the system. Instead, it is their achilles heel. I just wish we would have known this before pulling the trigger on Pipedrive.
There's no problems that Pipedrive has solved, only caused internal issues with our team who's left to watch videos to figure out how to use the software.
nothing good about this, frankly horrible
the support team tries to squeeze you for more money to fix their broken buggy software. They are rude, lazy and have no clue what they are doing. I also assume most of the reviews you will see are done by the pd employees, which should not be legal
Pipedrive doesn't solve any problems, it creates more problems frankly
Good looking software with decent UI and quick support
Pretty high pricing Email subsystem is almost unusable with (re-)appearing bugs every week: disappearing email history, emails not synced, wrong contact dates, incorrect Sender names, etc. So you cannot rely on the service and must use Gmail business service as a main driver anyway. So overall we being bug-hunters, pay for the service and never get offered any discount for spending countless hours dealing with bugs
Using as a daily CRM system for our company
Software is simple and easy to learn for our needs.
Their support is awful! They simply cannot solve your problems and will be bouncing back between engineering and support all the time. I have one customer support thread with over 60 replies already (50 days open) which never gets fixed. Their calling system also doesn't work. Their payment system fails sometimes and our account just gets blocked, even though our credit card is perfectly fine. I have screenshots of all these issues. Thinking seriously about moving to a more professional platform.
Sales, pipeline, CRM recording
