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Pipedrive Logo
Pipedrive
The one platform to grow your business
4.2
(1,732)
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Pipedrive Reviews & Product Details

Pipedrive Overview
What is Pipedrive?

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.

Company Pipedrive
Year founded 2010
Company size 501-1000 employees
Headquarters New York, New York
Social Media
Managed by:
CS
Colorado SpringsSEO
Colorado Springs SEO
Pipedrive Categories on Findstack
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Crevio
Sponsored
5.0
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$29.00/month
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Ask Questions about Pipedrive
What Pipedrive is best for?
How does Pipedrive compare to Act!?
What are the pros and cons of Pipedrive?
Pipedrive Product Details
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
Pros
  • 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
Cons
  • Limited functionality for bigger businesses
  • Problems with list separation
Pipedrive Awards
Findstack 2024 General Badge
Pipedrive Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
Pipedrive Media
Pipedrive - Pipeline view
Pipedrive - Lead Inbox
Pipedrive - Email Sync
Pipedrive Screenshots
Pipeline view
Pipeline view of your deals in Pipedrive
Lead Inbox
Lead view in Pipedrive
Email Sync
Sync with all main email providers
Pipedrive Expert Review

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”.

Pipedrive Dashboard Page

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:

  1. Set up your pipeline stages. Stages are fully customizable, so they can reflect the specific process you have in place.
  2. Add deals and contacts. You can add deals and contacts manually, import them via a CSV file, or import them from another tool.
  3. 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.

Pipedrive Sales Pipeline & Deals Page

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.

Pipedrive Sales Pipeline & Deals Page

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.

Pipedrive Tasks Page

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 contacts page

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:

Pipedrive's email inbox page
  • 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.

Pipedrive communication platform

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.

Pipedrive phone tool page

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.

Pipedrive Smart Contact Data Page

Smart Contact Data is another sales automation tool that pulls in data from sources like LinkedIn, Google, and Twitter to help you get a better understanding of your contacts.

Pipedrive Smart Contact Data Page

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).

Pipedrive Automations Page

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:

Pipedrive's Insights dashboard
  • 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).

Pipedrive tasks page

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.

Pipedrive's report page

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 Pricing page

Pipedrive has four paid plans that you can choose from.

  • Essential ($12.50/user/month) includes lead, deal, calendar, and pipeline management, simple data import and customization, and 24/7 support with over 300 integrations.
  • Advanced ($24.90/user/month) 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 ($49.90/user/month) 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 ($74.90/user/month) 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.

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 Cons
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)
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!

Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: January 17, 2025
Pipedrive Logo
1,732 Pipedrive Reviews
4.2 out of 5
Small Business (50 or fewer emp.)
Jul 28, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"User friendly and highly customizable"
What do you like best about Pipedrive?

Every little bit of the program can be altered to fit every project and work flow, very easily.

What do you dislike about Pipedrive?

All of the seats in the company have to pay for the same level of privileges and add ons. Even if many of the seats don’t use the full functionality.

What problems is Pipedrive solving and how is that benefiting you?

Organization, big time. We can keep track of all our leads and clients.

Small Business (50 or fewer emp.)
Jul 27, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Pipedrive Beneficial for sales and sales engineers who work together on integrating clients."
What do you like best about Pipedrive?

I have used Sugar and SalesForce in the past. What I like about Pipedrive is that it can be set up for sales, who work closely with developers, and where the client is in the integration process. I found other CRMs lacked this or were not as easy to set (or more expensive). Pipedrive is well organized and intuitive. It allows each sales person and management ability to view the data to understand best practices and make improvements to the sales process. In addition, the set up of Pipedrive allows the big deals to stand out.

What do you dislike about Pipedrive?

Where it lacks for me is in the filters. When every deal is added in, it is difficult to remove deals and set them with the correct status or remove them as closed without spending quite a bit of time making updates. I understand this can be done through Excel but ultimately, they should have a better way to handle this. Pipedrive is by far my favorite CRM that I have used for a small company.

What problems is Pipedrive solving and how is that benefiting you?

The first steps of the sales process through to client integration is tracked, which can be a lengthy amount of time, so Pipedrive tracks the client from the initial discussion to complete integration and first transactions.

Small Business (50 or fewer emp.)
Jul 27, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Tracking all client interaction towards sales"
What do you like best about Pipedrive?

That it allows you to set up sales by product and client and track the progress, including capturing all communications and any attachments/documents shared.

What do you dislike about Pipedrive?

some complexity to overcome, the email link has not been a good tool for us as it pulled in ALL emails from our work email addresses and shared them with others across the company! not good

What problems is Pipedrive solving and how is that benefiting you?

Tracking sales potential and identifying practices and patterns of engagement that result sales

Small Business (50 or fewer emp.)
Jul 27, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Affordable and robust "
What do you like best about Pipedrive?

Love how simple the process of entering new leads is.

What do you dislike about Pipedrive?

Frustrating how the leads populate into the main page. Would really benefit from the newest entry populating on the top of the list.

What problems is Pipedrive solving and how is that benefiting you?

CRM, lead tracking

Small Business (50 or fewer emp.)
Jul 26, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Pipedrive is perfect for managing leads"
What do you like best about Pipedrive?

Pipedrive is perfect for managing your sales from lead to closed sale

What do you dislike about Pipedrive?

no issues, love the reporting visualizations

What problems is Pipedrive solving and how is that benefiting you?

better forecasting of leads from our sales staff

Mid Market (51-1000 emp.)
May 21, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Manage leads effortlessly "
What do you like best about Pipedrive?

Keeping track of leads and your day to day schedule as never been easier! You can drag and drop into each column to know exactly who you need to call, who's been closed, who is a special one for the future, and who's in negotiation.

What do you dislike about Pipedrive?

I feel over time it will get even better and looking forward to the next update.

What problems is Pipedrive solving and how is that benefiting you?

I am contacting my clients within travel.

Small Business (50 or fewer emp.)
May 18, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Pipedrive is a good little allrounder"
What do you like best about Pipedrive?

love how visual our pipeline is, and the fact that nothing can get missed

What do you dislike about Pipedrive?

the reports can get a little confused. But probably more from the user needing to be more defined so that the system can better translate the activity

What problems is Pipedrive solving and how is that benefiting you?

we utilise the gmail, calendar and mailchimp integrations.

Small Business (50 or fewer emp.)
Apr 30, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Simple and useful tool!"
What do you like best about Pipedrive?

That is easy to use. I also like the ability to see all may deals in one dashboard.

What do you dislike about Pipedrive?

Actually I don't have bad things to say about Pipedrive. It is easy, useful. Of course, it can improve and be better!

What problems is Pipedrive solving and how is that benefiting you?

It is allowing me to manage my deals. Also I can share it with my collagues.

Small Business (50 or fewer emp.)
Apr 25, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Easy to use, freat organization"
What do you like best about Pipedrive?

I like how Pipedrive keeps you on track with a linear step-by-step progression of each deal, and provides reminders so that nothing can get list in the shuffle. Also, its integration with PandaDoc is a great thing for us. Perhaps best of all, you can use it on a mobile device, as well.

What do you dislike about Pipedrive?

Thusfar, there aren't any particular features I am dissatisfied with.

What problems is Pipedrive solving and how is that benefiting you?

Streamlimed organization of a business with a lot of deals running concurrently, this really helps our forward progress.

Small Business (50 or fewer emp.)
Apr 20, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"A great lightweight CRM for early stage companies"
What do you like best about Pipedrive?

It's very easy to setup and intuitive, great value for the price, and an overall good CRM for those who are new to CRMs.

What do you dislike about Pipedrive?

Lack of integrations at times, and also lacks some relevant reports that I'd like to see.

What problems is Pipedrive solving and how is that benefiting you?

Pipedrive is an excellent out-of-the-box CRM for small, but growing companies. I work with many early-stage companies, and it's always one of my goto CRM that I suggest to them. It's easy to use as well for "CRM beginners"

Small Business (50 or fewer emp.)
Feb 21, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Great way to manage pending clients "
What do you like best about Pipedrive?

Easy to use, keeps everything in one place when it comes to keeping track of where my prospects are from the time I meet them until the time I close their business. It also helps me keep track of how much business I’ve closed in any given month.

What do you dislike about Pipedrive?

Nothing. Everything works well for what I need. I am not a fan of the app, however, as it is not as user friendly for me as the desktop version.

What problems is Pipedrive solving and how is that benefiting you?

Keeping more control of getting business pushed through to close. It helps with knowing where each client is in the process and what I need to follow up on.

Small Business (50 or fewer emp.)
Feb 01, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"A CRM for small business"
What do you like best about Pipedrive?

Pipedrive is easy to use and easily integrated with other tools.

What do you dislike about Pipedrive?

When business becomes to big and complex Pipedrive won't be the best option.

What problems is Pipedrive solving and how is that benefiting you?

We streamlined and automated the sales procds of a customer.

Small Business (50 or fewer emp.)
Jan 31, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Great for small Sales Teams"
What do you like best about Pipedrive?

Very user friendly and organized. The learning curve is very short.

What do you dislike about Pipedrive?

Lacking some features other CRM’s have.

What problems is Pipedrive solving and how is that benefiting you?

After losing a few members of our team, I was left to create a new CRM from scratch. I did this on Pipedrive and it was great for a “one man band”. Great reporting and usecases for the solo sales guy trying to keep track of everything.

Mid Market (51-1000 emp.)
Jan 30, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Great for simple tracking of clients and prospects "
What do you like best about Pipedrive?

Great for pulling quick ad-hoc reports. When tracking membership levels and viewing a simple timeline of activities related to each client, Pipedrive works incredibly well.

What do you dislike about Pipedrive?

It is not very robust. No tools as far as I can tell to track major trends or view activity at an aggregated level, at least in the basic version that we use.

What problems is Pipedrive solving and how is that benefiting you?

For one of our firm’s alliances, we use Pipedrive to track membership status and level for our clients, as well as client specific activities (invoices sent, payment received, required meetings completed, etc.) because Pipedrive is a simple tool, it does exactly what we need here without adding too much complexity.

Mid Market (51-1000 emp.)
Jan 12, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Good for tracking sales, but I prefer spreadsheets"
What do you like best about Pipedrive?

Easy to see where each sales lead is at in the cycle.

What do you dislike about Pipedrive?

Not as intuitive as it could be. Needs easier ways to categorize and custom filter clients.

What problems is Pipedrive solving and how is that benefiting you?

It solves the problem of each sales team member knowing what is going. It allows the sales manager to see the progress of each sales team member's leads.

Small Business (50 or fewer emp.)
Jan 11, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Get organized!"
What do you like best about Pipedrive?

Adding new deals is super easy and the overall layout and organization is intuitive.

What do you dislike about Pipedrive?

Honestly, I haven't come across anything I really dislike.

What problems is Pipedrive solving and how is that benefiting you?

Major organization problems solved! Keeping track of deals/leads all in one place.

Small Business (50 or fewer emp.)
Jan 10, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Great software for a cheaper price"
What do you like best about Pipedrive?

This software had a great deal tracker and allowed me to track my sales

What do you dislike about Pipedrive?

There was no way to send emails or do marketing campaigns and I didn’t like that

What problems is Pipedrive solving and how is that benefiting you?

Selling more

Small Business (50 or fewer emp.)
Dec 21, 2017
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Clean Cloud-Based Sales Management Tool"
What do you like best about Pipedrive?

I appreciate the simplicity of this solution. It's clean interface and uncluttered design is effective.

What do you dislike about Pipedrive?

Not a true CRM, but a sales solution 101.

What problems is Pipedrive solving and how is that benefiting you?

Organizing a small sales group's leads and progress through the process.

Small Business (50 or fewer emp.)
Dec 20, 2017
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Pipedrive is great for startups"
What do you like best about Pipedrive?

I like how easy pipe drive is to use and view deals. Signup is quick and pricing is very reasonable for multiple users.

What do you dislike about Pipedrive?

I don't like how its tough to manage deals after they've closed, its more of a view for moving deals along the pipeline.

What problems is Pipedrive solving and how is that benefiting you?

We are able to convert more leads and make sure nothing falls through the cracks as they go. Its easy to manage and follow up leads from the pipe drive view.

Mid Market (51-1000 emp.)
Dec 14, 2017
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Value for Money product"
What do you like best about Pipedrive?

I like the fact that it is easy to understand, use, and customise to maximum needs of an organization

What do you dislike about Pipedrive?

Their is too much data entry in the tool, I wish it would have a little more automation, like a HubSpot maybe

What problems is Pipedrive solving and how is that benefiting you?

We use it to track sales, deals, deal value and most importantly our working opportunity. It helps us plan our sales and forecast the achievements better.

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