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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.
Let's you organize your leads flow, knowing everything about your interactions with them and reminding you when to do it again.
So far, nothing in particular. It's been a great experience.
It's helping me keep track of all my leads and what actions I should take next to avoid losing contact with them.
É um ótimo gerenciador de tarefas. funciona muito bem como uma forma de agenda e ajuda muito na organização das tarefas do dia a dia. Recomendo para todos pois é uma ótima ferramenta.
Acredito que seria muito interessante incluir uma notificação quando o tempo programado para a tarefa estiver perto do fim, ajuda a controlar o que ainda precisa ser feito.
Conseguimos organizar as tarefas. criar tarefas recorrentes e controlar melhor as atividades realizadas por todos da equipe. Para o colaborador é um ótimo gerenciador de tarefas e para gestão é ótimo para organizar as demandas de cada colaborador.
It is especially important that we can customize processes the way we want. It's also great to be able to move offers or requests between streams using drag and drop.
It would be better if the data visualization tools are better and enable the user to create reports with the desired chart types. In other words, I would like to prepare our reports as we want with a feature such as a business intelligence tool.
Thanks to the Pipedrive program, we can easily manage offers and requests. The drag-and-drop method and using a mobile phone were important reasons for choosing Pipedrive.
The Kanban-like sales pipeline and overall pipeline management make it easy to manage and track the progress of various deals at different stages. Also, the automatic prompt to schedule a "next action" with an individual leads helps to clarify the next steps that should be taken with each lead and "always close" deals. Contact management is excellent overall.
The mobile application is good, but calendaring can be an issue. Also, the booking tool provided by Pipedrive is not very intuitive to navigate or modify, especially if you are trying to set up multiple booking links. Some integrations with third parties have been buggy at times, but these issues generally seem to get fixed over time. The sales pipeline can get crowded and become difficult to navigate when working on a large number of leads but it is still generally manageable. I wish the application had better or limited features for project management for account managers on small teams to keep track of work on projects and stay in touch with clients while projects are being worked on to better ensure customer satisfaction and customer success.
Pipedrive is solving our sales management problem, and it is benefiting me by helping me to keep track of multiple deals in my sales pipeline. It also helps me to make sure that I am proactively following up with leads.
Pipedrive is one of the easiest CRMs to use and configure. The simplicity in the UI and the feature-rich options are a great combination. The support chat is awesome and the tutorial videos cannot get easier!
The user interface does not have a native dark mode. One has to use dark mode extensions on their browser to enable this. I think the experience is best if the CRM has a dark mode toggle somewhere.
When excel charts are not good enough to manage your customer interactions and notes, pipedrive not only replaced the spreadsheets and tables, but also added great value to our entire ecosystem. With the Zapier integration, a huge number of other data sources helped in adding contacts, deals and products. I found it so easy to manage leads and other notes within pipedrive, it is hard to think that any desktop application could take care of such complexities in a simple fashion.
I like the activity setting ability that syncs with my google calendar. Helpful for organization. I think the layout is user friendly overall and was super easy to learn.
Some of the personalization features are poorly placed within the platform. For example, it is strange that you have to open a blank email to set your signature and you can't access it through your mail settings.
I don't personally deal with business issues but it is effective in organizing our customers, visual aids to keep your tasks up to date, and decent syncing with google ability.
Pipedrive is extremely easy to use and a great tool for managing a sales funnel. The platform is extremely user-friendly, which makes getting new team members integrated and equipped to start selling right away with minimal training. The customer service is also excellent and reliable, and prompt. I highly recommend the platform.
Limited use cases for marketing and other departments, which made competing platforms more desirable.
Training new sales executives can be time consuming, but Pipedrive is so easy to use that new team members can start working right away.
- Excellent front-paged dashboard which prioritizes important tasks + deals - Top-notch reporting across activities + results - One layer into any deal - Integration with Proposify - Marketing automation is excellent I created a video testimonial of how it's helped our company here: https://www.youtube.com/watch?v=LGQIP9qLCEM
- MRR sales reporting for monthly deals - Advanced integration with third party tools allow it to pull/push data. Pipedrive is built around receiving information, not sending it.
- Managing sales pipeline + deal activities - Tracking team success and KPI's - Bringing all communication together into one place for deal evaluation and diagnosis
A facilidade em conseguir usar a ferramneta de e-mail, ligação, agendamento em uma unica e excelente plataforma
Formatação do e-mail talvez não seja uma das melhores
Problemas como praticidade. O PipeDrive ajuda muito ao conseguir juntar várias e diversas ferramentas em uma única plataforma
Being able to have a pipeline for different scenarios, and being able to have integrations with other platforms makes my life easier, and loving the facility it gives me to enter information.
duplicates deals, but that's it. there is not too much to say about this.
The tracking when someone opens my emails, clicks, etc, and the ability to be notified makes me remember that I need to follow up with a specific deal or check whats going on.
