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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 structured around deals, so if you can perceive your sales funnel as such, it's fantastic. It's very straightforward interface, decent app, no-frills way to capture and execute on all your leads. super affordable for small businesses!
it doesn't have the features i would like, such as a business card scanner, and information is less organized than I wish.
Trying to capture, retain and advance ever lead that we get both inbound and in the field. We have been able to create something of an institutional database for sales leads and cement a true sales process that we haven't before
The Trello board style pipeline is great. I appreciate the visual color-coding and overall the UI is more approachable than salesforce. There's no question that initial setup and adding excel info to account was way easier in Pipedrive than in Salesforce. The UI was initially more approachable for newer teammates that hadn't worked in a CRM before.
We used Pipedrive for our Customer Success (post-sales) accounts. I struggled with Pipedrive's insistence on the term "Deals" as we wanted to use it for non-closing scenarios like "at-risk", "Upgrade Opp", or "Pilot". I was used to Salesforce "opportunities" I didn't find it as intuitive to associate contacts/individuals with accounts and deals. I also missed the easy Gmail client/templates integration in Salesforce that makes it way easier to sync pipedrive without dealing with a change management hurdle around emailing.
We used Pipedrive as an attempt to move away from a Google Sheet and avoid falling into Salesforce for our small team (which is expensive, eventually requires admin/ops help, and can get overwhelmingly complex very quickly ). I really wanted to make it work. We'll ultimately be moving to Salesforce in order to sync with sales and marketing, along with our own custom product-drive fields that are pushed into Salesforce and dynamically updated. Also, we need to be in the same place to enable reporting across the business.
everything was fairly simple and intuitive
not a very complex system. Not as easy to pull interesting complex reports as other systems have used
got the job done to log all sales activities with prospects
Pipedrive's APIs to other marketing and sales softwares work perfectly. About this point, there is no complaints.
I really don't like the Business Intelligence features (which there are basically none), it's hard to extract valuable data from pipedrive.
Gathering all of the contacts and being able to see his/her full history including e-mails and comments.
Good and convenient visualization of funnel. Simple and clear interface. Good abilities for integration and customization.
lack of automatic search for duplicates in contacts
All deals in one place/
The program is easy to setup and to use.
Some glitches and bugs but overall a good program
Keeps you on task and focused on all your leads so you don't have to worry about remembering.
It does what it's supposed to do I suppose. It tracks sales, reminds me of stale leads, keeps everyone on track.
USELESS if people forget to update it or are lazy in writing details.
keeps track of leads and makes sure we follow up on time.
Our company started out using PipeDrive partly as an in between step of "using excel sheets to manage this" and "wanting to start with Salesforce" so for that mentality, PipeDrive has been great for what we need. My favorite feature is probably the customization abilities. You can alter fields to your industry, your needs, etc.
The bugs!!! PipeDrive often takes a long time to load, and even though we admittedly have a lot of contacts on there, the point of a CRM system for me is to offer information on your leads quickly, and I have a lot of frustration when PipeDrive takes a long time to load, or offer up information.
We have been able to manage our leads well with PipeDrive. Once we all got the hang of how it worked, we realized the benefits of the 'notes' section and 'assigning tasks' in PipeDrive.
This software takes the ease out of having to create your pipeline process from scratch.
It's an example of nothing more than a recreated Trello, which allows you to create a much more robust pipeline for more than just a sales team. Additionally, this software comes at a premium, as opposed to Trello, which is a freemium model. Pipedrive is clearly a software taking advantage of a niche business space that is trying to answer questions that can be answer by more manageable software.
If you need a templatized sales pipeline that will allow you to sync a lot of your daily activities with your CRM, this may be your answer. Otherwise, go with something that allows you to be more customized in your lead and process handling.
Ability to send out campaigns and view opens and clicks. The team there is also extremely kind and helpful
Besides emailing, it acts like a tracker. It just doesn't feel worth it for what I'm using it for
Mostly getting emails out to a specific set of clients
Easy and flexible. Nice training videos and sold as built by sales for sales.
Customer service is autobot and then your sent to a live person and then if they cannot solve you get a specialist. They can resolve issue in about 90% of the time. However, They have no screen share and so you are photo copying your issues. It's slow and frustrating. What should take 5 minutes you can easily burn an hour. There are plenty of folks that support, but that's an additional expense
Needed a way to track deals and drip market and capture info. Which it works well for...however, marketing campaigning is clunky. It's an additional feature and subject to double opt-in meaning it's difficult to attract new customers when porting over contacts from events etc. They must agree again to be emailed.
Customizability of fields and APIs/webhooks/zapier integrations
The outages and bugs have increased TREMENDOUSLY in the last year. We have been using the tool for 3 years. Ever since the company was bought by private equity, it seems like the outages and bugs are way more numerous. At this point it seems almost weekly that a critical part of the CRM (email sync, automations, web app, APIs, etc.) is down for an extensive amount of time (usually at least one day). I really wish we could switch over to something like HubSpot, but we have invested so much into Pipedrive over the last few years, it feels like we are stuck. I really hope the company can get on top of their outages/bugs, because they provide a critical piece of software for their customers, and we are all held hostage due to lock-in despite the really poor maintenance of service. If you are looking for a new CRM system I suggest you look elsewhere.
We use it to manage our customer relationships -- closing sales and successfully hosting our services with them. It's a great tool when it works, but at this point it breaks several times a months due to bugs/outages introduced by Pipedrive's engineers/maintenance people.
Lots of different tools that are easy to use
The CRM fails every week. We face issues all the time like running really slow, or the caller doesn't work (we are not able to make phone calls), which affects the productivity and numbers of my team.
Pipeline organization/ Data information and tools to facilitate the sales process.
It's convenient, and has modern interface. Very pleasant support team.
Email sync is a disaster. It constantly fails to sync some messages, so your communication dupes often, and the company looks unprofessional in the eyes of prospects. The app is crap. Support is pleasantly ineffective. In general, Pipedrive is the leading service where our team members feel like working as free beta testers.
Working with clients and prospects, deals, emails. It helps to organize sales process pretty flexibly.
Good tool for sales if you like updating every minute. Once updated though you can track your customers with ease.
The time it takes to update everyday is not fun. The tabs are confusing at the beginning.
Best use as CRM for CSRs
The salespipeline has a good overview. So it looks organised.
Pipedrive did not use artificially intelligence. So its more old fasioned
I dont use excelsheets anymore. Pipedrive structured all of your business and organised it in a way that is easy to use
Its a really easy CRM to use. The reminders are great since they are also emailed.
There are some quirks where multiple leads for the same company can be easily mixed up. Can be glitchy sometimes.
We are using it to organize our outbound campaigns and have noticed traction using it.
The dashboard with status updates on particular deals is the best part.
The reporting is not thorough. Also, the notes on deals delete over some time.
I need a way to track my company's entire sales pipeline.
Fast to add things in and the team can use it together
Don't like the way that you track leads and the contacts - hard to use at times
Looking at improving our leads and ensure we are giving them to the correct people
We have used Pipedrive for years, and our sales and customer support teams enjoy the interface. We believe it is not for mature businesses with actual customer bases.
This year, we discovered limitations that all companies considering using them should know before subscribing. Buyer beware. Using Pipedrive is like writing on sand : A) They do not support copying your account to another on their service. Nor do they allow creating a full backup of your data and a way to restore it. B) Email synchronization data, like emails from and to your customers, will be present only as long as your sales agent’s email account is connected. So, when a sales agent leaves and you close his Pipedrive account, the entire history of their emails will be lost. Again, there is no way to back up or archive this data. C) Merging of data is irreversible. As merging is often required because no limitations can be placed on the account, people and deal creation and editing, this will generate significant data loss. Inflexible policies and no technical support for non-basic cases: A) We used the API to link data in Pipedrive to our internal customer data stores, and in doing so, we could only chat with support, and no enhanced support options were available. B) They do not seem to have a ticketing system. Chat was the only option available, and we had to reexplain our case to over ten support staffers! C) Because no backups were possible, we implemented our API link with a second account to preserve data integrity on the original one. We were refused a simple 100$ credit when we closed out the first one to continue on the second one.
We replaced a local implementation of SugarCRM with Pipedrive. We used Pipedrive to speed up account management by inside and outside sales and consumer support staff. In addition, we are using it to communicate via email with prospects and customers using email synching and their email campaign module. Finally, we used their API to synchronize data with our internal customer accounts.
Pipedrive is very straightforward to use. When we started using it we loved it because it had fewer features than most competitors, but the features it had worked better. However, recently they've kept adding new features which complicate the service and have started to erode the satisfaction we found when we first started. Their customer support team is also one of the worst for any SaaS product we've ever used. Because we have a diverse team with people in different places in Europe, we face issues using Pipedrive. Their suggestion to fix this issue was that all our staff use a VPN so it would show up as all being in the same location.
Their customer support is not good. They have many strange internal processes and small problems turn into large obstacles that take days or even weeks to work out. Problems that should take minutes. At one point we thought we had one issue resolved and 2 weeks later they suspended our account without reason. They also have too many features which are added without much thought.
Customer stages and reporting between a large team. 2 years ago Pipedrive really had the best product. It had a very simple feature set and everything was clear and easy to use.
I like the way it stores contacts inside the crm with the "to-dos" function this works well.
Theres a lot of errors still active inside the insights dashboard and the deals functions. Ive brought this to the teams attention and they have been trying to fix it for the last 5 months without any fix =(
Helps us to keep track of people who we are talking to
The ability for Typeform, email, and Pipedrive to integrate
I don't particularly appreciate how it does not integrate with Outreach- many fields are duplicates.
I have been able to search clients and see which pipeline each client is.
i use the leads and love the graphics when you make it at the sold stage. it is fantastic. It allows me to see what stages i am at, where they are at on the cycle and all the activity o have done for this lead, calles, emails, etc. it keeps me up to date and allows me to schedule events that i need do as follow ups
At time very slow and not helpful tool at all needs help Nothing is very bad crm, , the product overall is comparable to tother CRM out there and i would recommend just the speed. Beyond the speed and at times not loading up the rest are ok.
My problem i solve is that it allows me to schedule my daily activities based on events that i need to do and prioritize. it is good to know this for when i come in daily i know what needs to be done
Nice design Interface Visual Pipeline View
Too many problems and brakes. I am constantly haunted by slow loading. I notice jambs in letters. The service is suitable for basic sales tasks, but I would not recommend buying this service.
CRM. Benefits? That is unlikely.
Easy to access the information quickly and you can customise the fields very easy.
Too many people can see the same level of detail. Not clear what is a lead and what is a prospect so not easy to tell if a lead can be converted. Not that many marketing automation API's to link to.
Just a database or excel file
It's very basic and straightforward. It is what it is.
Not all users have the capability of running reports. The workflow of logging calls is not efficient. It's slow and not intuitive. If I'm adding a contact within an account, even though their physical email populates under that account, the system always tries to make up some other version of the company name where you have to go through the process of merging it or reassigning it to the correct company account. It's not easily scalable. It's a PAIN to find a deal because the "Files" section houses ANY sort of attachment (even something from a customer's signature) so quickly locating the deal file is impossible and time consuming.
client management
The interface is easy to use and runs smoothly.
Pipedrive has some features, but not much more than that. The options to do for me are limited and therefore not great. It is too basic. Online support didn't really help me that much, even when I sent them screenshots.
I used Pipedrives as a CRM tool but without much success.
Easy to use interface good. app overall
Pipedrive drive isn't bad, necessarily, but it doesn't seem as feature-rich as even some free platforms I've used.
N/a
I like that you can see your deals all on one page and get a sense of what to prioritize most. This helps when looking at the system in terms of a schedule basis.
It is very hard to manage deals once they are entered - they are hard to find once in the system and do not automatically move from stage to stage like in some deal-management platforms.
Cheaper than other alternatives, fairly easy to use from a basic knowledge perspective. Managing deals and leads in the most basic sense of the terms.
