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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.
You can be up and running within hours at very moderate cost. Cost is per user, not by contacts, I.e. it just is like a 'fee' per sales person and easily justified. It works flawlessly on desktop and mobile and you can quickly customize the most important thing: your pipeline. How many stages and how want to call them is a simple configuration exercise.
It really focuses on making reps more productive. If your sales requires a lot of others involved that also need to use the information and share, it is not designed for this.
Get away from you excel customer list or using your ERP system as a contact database- pipedrive is the professional but incredibly simple and intuitive way to get your salesforce to work more structured and consistently stay in touch with clients and drive deals through the pipeline.
-It's easy to use, not super complicated like other CRM tools. -you can add fields, create flows according to your sales processes. -CS team is really great, you can reach them out through the chatbot in the product. They don't give up until your problem is solved. I've tried many CRM's including Zoho. Pipedrive is really easy to use, set up, and start using it. Having an easy tool in Sales teams is really important, to be honest, they don't have time to figure out the tool, all they want is visibility and that good at Pipedrive. Another good part is they have a mobile app, ı think this is good to track all your deals
-workflows could be better. You cannot create complicated workflows. Also, there are some other issues that they solve related to workflows. The triggers are driven by activities and not time passed. It's also not possible to trigger automation on emails. -Zapier workflow also needs some improvements -Pipedrive form could be more better, you cannot add hidden fields or cannot customize a lot. - Email tool could be improved, you cannot organize the inbox. Also, they may add auto email options after Pipedrive's form submission. - 'Leads' functionality could be improved, it's is currently on Beta I believe that they will soon. -If you want to sales represent rotation on deals you need to buy an extra tool which is not super expensive but unnecessary, Pipedrive could add this as a free product.
-CRM -Sales Pipeline -Emails -Tracking of customer information -Easy to manage deals
I especially like the LeadFeeder integration, which allows you to see the companies visiting your site inside of Pipedrive.
You are not able to customize the stage leads. It would be great if you could drag and drop organize your lead in the pipeline, but they are stuck in the order that they are in.
We have integrated our team into one platform and have become much more efficient.
Pipedrive is easier for reps to understand and adopt because it focuses on rep activities that drive pipeline creation and development activities.
If you need more advanced features and programmatic access, there are more feature-rich solutions.
I am building a standardized and unified view of the status of the pipeline across several reps with different skill sets. As such, I need a unified view in the UI that keeps everyone on track.
Pipedrive allows you numerous views without the compexity. It is easy to get the hang of switching between views, creating new ones and filtering your priorities.
I wish I had known about Pipedrive earlier.
I can prioritise my business development pipeline without downloading spreadsheets. In the past, this was a significant problem, especially when dealing with hundreds of opportunities. Pipedrive has solved it.
I liked everything about PipeDrive. It is a very user friendly tool and helps keep everything organized. I really like the live chat and the Deals layout, making it very easy to see and understand what each status is and what has been done and what needs to be done.
There was not anything about PipeDrive that I did not like, it is a great CRM.
Keeping organized all in one tool. Many different tools built in the CRM makes it even easier to use and so convenient.
It is very very user-friendly. You can use the app on your computer or your phone
There are a lot of updates that will come through and change your reports without you knowing it
We are able to track the sales reps realization rates and also what areas we are not doing good sales wise
Ease of use and organization. Great to start with as a basic CRM.
Too simple and very narrow in features to scale and be personalized.
Organization of leads and pipeline management.
Helps to keep on top of your leads and sales funnel
There is no bad thing to write home about.
I Keep in regular contact with clients and prospects as well as for maintaining weekly follow-ups on my leads. PD is a perfect tool.
The price is right! Pipedrive helps sales rep sell more. It’s easy. It’s intuitive and flexible. I continue to recommend startups use pipedrive for it's speed, simplicity and being the ideal data model sandbox to refine and perfect your model as you grow. This allows companies to reduce their spend on high-priced salesforce consultants and implementation.
Should include basic email marketing/marketing automation capabilities. (updated 7/21) More and more of the features I need are now included in Pipedrive. I would like to see more integrations and depper integrations to reduce spend on other tools.
Managing reps, deals and forecasting. Email automation and lead capture with their webforms. I haven't used their chatbot feature too extensively but I have played around with it and it is pretty good from my cursory review.
A linha do tempo do pipedrive é excelente, trazendo facilidades e intuitividade para preenchimento.
Não gosto da exportação dos arquivos e colaboração conjunta.
Implantação para organização de clientes e gestão CRM, trouxe beneficios de gestão dos clientes.
Pipedrive is a great tool for small businesses. It's simple to use, and it does what it's supposed to do. I would recommend it to anyone who needs a CRM.
Nothing comes to mind! They should not change the simplicity of the product and user interface.
Lead tracking and sales management.
It keeps my leads organized and tracks the progress as needed.
That my team can see everything I'm working on.
Keeping my everyday sales calls organized. After a while it starts to blend in together if you don't keep it organized.
I love the ability to organize by column as well as being able to create additional column titles as needed. I also love that I can just drag the lead from one column to the next as I move the client through the entire sales process. Pipedrive allows me to visually obtain an overview of the cases I have in underwriting and those that are ready to be closed.
Nothing. I love Pipedrive. The owner of my firm recently switched the team to a different CRM, and it's not nearly as good as Pipedrive.
Pipedrive helped us organize our sales while providing a visual representation of where each is in the sales process. The benefit of having a visual indication as opposed to reviewing each client folder is phenomenal. It saves a tremendous amount of time when I provide weekly updates to clients in the underwriting or sales process.
It is software with capabilities that favor customer relationship management in my organization. Its interface is user-friendly and straightforward; it is pretty easy to navigate and provides everything we need to enter the market, understand customers and offer them the right products and services according to their needs and availability. It has helped improve essential processes that go hand in hand with sales.
The software is excellent, its performance is optimal, but it is constrained to make integrations with third-party tools; if it improves, this could help us take advantage of our tools more effectively, save time, and reduce efforts.
It meets our interests; it has helped us expand our reach, capture the audience we need through campaigns, follow up with customers and increase our successful business. It has performed excellently within my organization, and we have noticed an increase in our revenue since we have had Pipedrive; it has everything we need from a CRM and more.
Light-weight yet highly versatile Intuitive design Great support Good documentation Extensible and easy to use integrations Visually appealing
The rigidity of the automation tools Lack of email inbox organization (no folders, subfolders, etc.) Few labels for tagging elements within the system
Pipedrive is the core system in our organization - everything else is formed around this central core Tracking of customer information Easy to manage deals
One of the worst things about new software is that a busy person takes time away from sales to learn a new system. This is not an issue with Pipedrive as it is intuitive and you can learn it as you use it for the first time.
Sometimes it doesn't find the lead information if the match is not exact.
It keeps us organized and allows the sales manager to see progress.
Pipedrive is amazing because it allows direct integration with Zapier and is easily customizable to whatever automations and fields we want. PD also allows for customizable reporting dashboards.
The new Insights reporting tool is buggy and slow.
Data analysis. Using PD helped us see what data we weren't recording and how easily it is to start capturing them through PD because of their custom fields and direct integration with Zapier automations.
Such an intuitive and easy-to-use platform -- the folks there get it. And it's very well priced.
Not much, to be honest -- serves my needs in spades -- and is also compatible with MailChimp, which is a big plus!
Email campaigning and overall campaign engagement are what I use it for. I love that it's a relatively seamless integration with MailChimp if you leverage Target Robot.
Pipedrive is loved by our team a lot. It's the #1 tool for sales, deals to boost team and to consider work effectively.
I believe it's complete; we liked it a lot, as it's time-saving.
sales pipeline sales team management Sales results analytics
The interface is modern, easy to use and navigate. It has some brilliant features; it integrates very well with our Google-based services, and, most importantly, the tech support is out of this world!
There is no "in-between" tier between the Advanced and the Pro pricing.... We need one feature (forecasting), and we need to pay much more, and other features are not needed at all...
Organize visually and effectively leads and customers, pipelines, and relationships in a sales environment.
Simplicity of using CRM and pipeline overview.
Chatbot need improvement, but it's ok, it is Beta version currently.
Keeping track on leads, customers and progress.
It has definitely been the best software I've used to create a myriad of marketing projects, including tracking campaigns, customers, events, brand utilization through market fluids and social media management. The support that Pipedrive has is extremely fast.
The interface has been totally amazing, however I would like the tools to be more precisely ordered, this would have a positive effect on saving work.
The program has been positive to generate income or sales means to generate such earnings, we have been able to create the best strategies with Pipedrive based on the study and planning of the resources that our company contains, in addition to this we evaluate customers and make them partners to our services.
Very easy to onboard, and they are always working on enhancing the features. Integration to third-party applications is easy too.
There is really nothing I dislike. I would like to see them roll out an auto-dialer.
Seamless workflow between marketing and sales.
I definitely like it a lot, it has been the most interesting thing to contribute to the improvement and distribution of marketing projects, I track customers with simple and very simple notifications. At the same time the program has allowed me to face marketing with detailed reports.
I don't like that as a sales funnel it is a bit complicated to synchronize with Salesforce and apply strategies.
We are making a big effort to strengthen our marketing department, it has been paramount to our plan to track customers and sales graduations to the highest level. It really works very smoothly and blends strategically with the different systems.
It is easy to use, manage, and has a great user interface. The CRM is the best that I have come across. Am able to easily manage my prospect clients from generating a lead to closing a sale. It also has a feature where I can schedule calls and meetings with my clients and send follow up emails. It was also easy to integrate with existing softwares like mailchimp.
I found the application quite useful and got all my work done. I have nothing to dislike.
Making my lead generation process easier and managing my prospect clients more efficiently to ensure I do not drop them off along the way. Pipedrive has helped me improve the way I work and also manage my leads in a more organized way. I am also able to easily follow up and not miss or forget my meetings with my clients.
Pipedrive is the only CRM I've come across that allows me to map the salesperson's process seamlessly, from Prospect to a Close. I like the speed with which custom fields and workflows can be created and the seamless lead forms and chat bots on web pages which can be easily qualified using Leadbooster. This is one of the best features of Pipedrive. It integrates into literally hundreds of systems using tools like Integromat and Zapier, making a salesperson's life even easier. Support is excellent and consistently provide solid advice within seconds of requesting help in live chat. Onboarding to Pipedrive or migrating from a different system is painless as long as you are working with a qualified partner who knows the system. It takes a matter of hours to understand everything available in the system and how to map your sales process for maximum effect. Pipedrive tracks your identity across multiple companies which means you only ever need one login for Pipedrive. The mobile app is a gamechanger as well - as soon as contacts are created in the system, the Caller ID feature shows your users how much this contact is worth in terms of open Deals as well as which organisation they're from. You don't need to store all the contacts in your phone either. Brilliant feature.
Dutch and Arabic names with Van X or Al X are not recognised properly by the name splitting functionality when keying in someone's full name. As such, keying in Vincent Van Gogh on a mobile would result in a first name of Vincent Van. Mohammed Bin Zayed would be stored as Mohammed Bin. Addresses entered in the main desktop version are not shown correctly in the mobile app unless they match precisely with a valid address on Google Maps. This means if the city where you are selling is in an area not fully developed by Google Maps, you need to be very careful with how you record business addresses. As a CRM, these are two really important features for salespeople and they have yet to be addressed. Where the mobile app fails hard is when you are a member of multiple companies you can only be logged into one at a time. This means that the awesome Caller ID feature effectively breaks if you forget to switch back to another company.
Pipedrive has transformed some of the businesses I have worked with - for firms in Accounting, Consulting, Heavy Manufacturing, B2B and B2C eCommerce to name a few. The level of automation possible using the built-in workflows to the outstanding API connectivity, means that virtually any business process can be captured and beautifully automated in a matter of hours. In a small company, we have been able to integrate the sales system to the accounting system and reduce administration staff by 50%. We've also been able to link Pipedrive into communication tools such as Twilio to send SMS or WhatsApp messages to customers at different stages of the process. This is so important for a B2C CRM platform.
With my 3 years of working experience with Pipedrive, I must say Pipedrive saved my time so much in managing our accounts, customers, business meetings, email marketing activities. At the beginning, the cost is quite high for my budget but trust me, it is going to pay back to its convenience. We have less internal meetings than before using Pipedrive as everything can be seen clearly from all accounts so that managers can manage things without questioning you and your colleagues all the time.
The cost could be problematic for some reasons but once you managed the cost, you will see the benefit that it will bring to you.
I have solved my time schedule with clients, sometimes I forgot the meeting and Pipedrive always reminds me the upcoming meetings. Managers can see clearly the progress of leads, waiting time, upcoming plans, email communication between employees and clients. Pipedrive also offers the making note system, reports and all others features at one place. So that you don't have to take time to prepare your own report. What all you need to do is to manage the input.
Permet de conserver toutes les actions effectuées dans un dossier (notes, appels, suivis, emails, relances, tâches, etc...) Le système propose toujours de planifier la prochaine étape et de bâtir son calendrier d'avance - plus jamais de journées blanches ! La recherche est facile pour éviter de travailler en double avec un autre collègue et perdre du temps On peut collaborer sur un même dossier facilement, se partager des notes, prévoir une activité pour un collègue Les rapports sont simples à utiliser et la personnalisation se fait en quelques clics Les différentes vues permettent à chacun de travailler à l'aise, selon le style de chacun L'application mobile est vraiment bien conçue, efficace de travailler avec les deux en même temps si vous ne pouvez pas faire d'appel à partir de votre ordi directement La gestion des usagers et des permissions est simple L'application est très intuitive Etc...
On ne peut pas identifier les éléments de suivi les plus importants et lorsque le cycle de vente est long, ce serait très utile
Récupération complète des efforts de développement d'un représentant qui quitte - on peut facilement router les dossiers en cours vers d'autres représentants Gestion d'équipe facilitée, voir l'activité chez un rep, comparer les étapes atteintes et les résultats, permet de se poser les bonnes questions pour améliorer la performance de l'équipe Clarté des suivis On élimine le risque d'échapper des dossiers
Pipedrive is great for salesmen and marketing alike. I use it to integrate with Mailchimp for a complete sales solution. It does a good job of keeping track of these things and keeps client information current.
An automatic sync feature with mailing clients would be a big upgrade to save time between the two but it still works quite well.
Pipedrive is helping me connect with clients and work to grow our business. The added integration with Mailchimp has been very helpful for staying in touch with clients through email marketing.