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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.
Structuring your own Deal flow because there are unique business interactions for every business (B2B2B2C is a part of our awesome model)
I haven't figured out how to add new deals and contacts in the easiest way possible. ideally, we could take photos of new biz cards and have them stored quickly as new deals where we can run with them later. Sort of like a "general inbox to be sorted" function
Team management of leads, who to message next, who knows them best, what their incentives are and how we're selling to them
I like the simple dashboard. I feel that Apple users would like this platform better than the more complicated HUbSpot CRM.
I am familiar with CRM's. When I try to show my fellow co workers how to use this some of them have a hard time comprehending. But, keep in mind , I am trying to switch over Insurance ladies who have been dealing with paper for the last 30 yerars and may just be stubborn.
It keeps me organized. My company doesn't offer a CRM so I had to obtain this myself as I got busier.
If you've ever used salesforce before when working at a large enterprise, and now you're running your own smaller operation, Pipedrive is what you are looking for. I don't say that to mean it looks the same, I mean that if youv'e used an advanced CRM and pipeline management software like Salesforce before, Pipedrive will feel very natural right away. I love tracking dealflow with it, plus it plugs into Google Chrome/Gmail.
I noticed when I create a followup task in Pipedrive that sends to my calendar, there isn't a way on the calendar to mark the task as complete.
I was using Google spreadsheets before so this is helping track dealflow and even making me move on stalled opportunities that I otherwise may have forgottoen about.
I like Pipedrive because it is a lot simpler than most CRM platforms and it is a lot easier to use cause of this. Being new to our company, and having to learn both Salesforce and Pipedrive, Pipedrive was way more straight forward, and an overall easier platform to use.
Some of the things that are achievable in Salesforce aren't achievable or up to par in Pipedrive. You get what you pay for though.
Integrating Pipedrive with Autopilot so customers are able to have their CRM platform centralized within Autopilot and within their marketing stack. The main benefit is ease of use for customers, and for following customers within the pipeline.
I like the visual pipeline view and ample integration options - it is also very clean and not at all cluttered like some other CRMs.
I dislike the lack of merge tag support for the email integration. It would be nice to separate follow up reminders from tasks.
Pipedrive helps me keep track of my sales and pipeline easily - especially with the email integration I can make sure I never miss any information before I interact with a customer.
Pipedrive has many integrations such as to yesware and mailchimp
It does not work well for larger teams and larger amount of data
Pipedrive is an efficient way to sort leads for smaller teams
I like how well is Pipedrive designed and how easy is to use.
I don't think I really have something to dislike, but I would like to see a better way to integrate Pipedrive with other tools.
A tracking tools for new business development management
It's very easy to use, and I was able to upload all of my contact information for my clients quickly and efficiently
I wish there was a search bar to be able to find individual clients, or to be able to search by email. If there is one, then it needs to be more visible and easier to find.
I am able to keep track of who I send out my emails to.
Great for smaller companies who don’t need all of the features of salesforce
Not a great marketing solution and will need to move on when we grow
Basic pipeline management
i really like the drag and drop system. No need for multiple menus. Everything is easy to change and move around. I really like how it is easy to understand. You don't need to be a tech genius to use it. All the employees are able to maneuver through the program.
Honestly, I wish there were more color coding options. That's really it.
everyone is able to keep clients info in it's order within their projects.
EASY, B2B READY CRM, very simple and well-processed, the basic price of good, it is easy to learn and there is enough support
in addition to the basic price, the fees for the added value are high, otherwise I do not have any reservations against this program
MORE B2B
I like that it keeps me updated on all the accounts I manage and my future that I plan on working with.
I can’t say much that I dislike about Pipedrive. The lack of compatibility with my some of my devices is one thing I dislike.
One problem is clutter and taking note pads. Pipedrive helped me stay organized and plan my day out better.
Pipedrive makes my life at work a ton easier. The design is clean and simple, whoch means less time for me to hunt down the information that I need. Great for small-medium sized companies.
There needs to be a spot to put a general phone number on an organization’s main pae as opposed to clicking through to one of your contacts within yhe organization. It’s truly the only thing I don’t like.
I have been able to increae outbound sales activity because of Pipedrive. It makes it very easy to stay organized, and keep activity moving!
Pipedrive is a very user-friendly platform and it is easy to teach your salespeople as well as others. The integrations of so many different programs proves to be a great business tool. I mostly coordinate mine with my drip campaigns. You can log every single activity that is done with a customer as well as have the phone calls and voicemails recorded if you have just call integraded with pipedrive itself. Great for if you are a sales based company.
But this time there's nothing that I dislike out of pipedrive. After you learn the software or of a general idea of how it works, it's very simple to use and is a great tool for your team.
Issues that we are solving is that of logging information and interaction with our customers. Every phone call, email, interaction is logged into the system as well as deals that are being made that way management can keep an eye on them to make sure the correct actions are taken.
I love the pipeline view and how clean the interface is.
I wish the dashboard had a better UI and displayed our forecasts, and revenue cleaner.
We have a ton of inbound and outbound leads, we needed to properly segragate both and they both go through different sales life cycles.
Easy to use. simple to adapt. easy integration with other applications. excellent mobile App. excellent integration with Google GSuite for enterprise
better develop the functionalities of products. I think it offers little for companies that sell products with price lists, discounts and other options. More statistical graphs are missing
organization of all business opportunities. Organization of follow-up activities to be carried out. know which opportunities have a greater possibility of closing sales.
Extremely easy to use, all you need for small business.
Everything works for me so nothing to dislike
CRM
The visualisation of the pipeline, zapier integration and price
Pipeline mgt could be better. I'd like webinar functionality
No opportunities slipping away un-noticed
I can keep track of each deal, businness and even phone calls we make!
We had a little trouble uploading our clients data base, so we had to re-enter all of them one by one.
We keep track, supervise and coordinate the whole sales department.
Pipedrive is a Great CRM tool. It's very usefull to a Sales Team and to a operational Team that deals with a lot of customers!
Some actions that We Need to execute in bulk, isn't easy. Like integrate with Google sheets to modify customers data or status.
Sales Team is using to prospect leads.
I like the simplicity of this CRM. I switched over from podio with was really confusing. I like the web-hook integrations with zapier, and the kixie phone integration.
The difficulty in separating and limiting access to certain data is frustrating. I finally seem to have a grip on it though. The web-hooks should be a little more robust for triggering zap via zapier. It would also be nice to have flexability in the plan. Right now It's all or nothing with the plans. I can not have different team members on different plans based on their roles. If one person is on gold plan everyone has to be on the Gold Plan.... and that can get pricey.
CRM for my business. It has helped us keep organized tremendously. I love how easy it is to audit the work of our team members and keep them on point.
Controle das vendas e agenda. Atividades diárias, funis de vendas, várias fases do contrato, vários funis entre fases
Preço mais caro para opção premium. A única ferramenta do premium que gostaria é a de integração com e-mail.
CRM
Pipedrive has made the data so easy to see and find. Other CRM’s make everything difficult.
Pipedrive has great features already and keeps adding more, so there isn’t really anything we dislike yet.
My sales people are actually using the system versus the other program. Better pipeline view.
Pipedrive is a simple, intuitive GUI that really does synchronise with Google Apps. The mobile app means I don't miss logging a call and setting the follow-up task. Deals, Pipeline and Reports makes it easy to focus on winning opportunities while producing useful sales forecasts and reporting activities along the way, without separate spreadsheets.
The mobile app could be more like the browser views or use the Google apps standard to simplify use.
Using the Pipeline it has been easier to focus on activity that will win orders. Shortened the sales cycle time. Clear out leads that are going nowhere. Tracking which marketing activities have led to new business. Sales forecasting is more accurate with weighted and full values.
My team loves the visual layout of their leads, and the reports that it offers helps me understand what my team is accomplishing daily.
It's a little glitchy in Safari, but using Chrome isn't the end of the world.
It's allowing me to enter and deploy leads to my team and visually see them work through the process.
Our leads are now centrally located. The tracking system is suitable and allows a "some" customization.
Does not have a natural, secure fault. If you do not have a database and it is not a mandatory type-tracking of a type.
Our sales process got so much easier while using Pipedrive. Pipedrive offers a well-integrated solution that works with many existing technologies to build small business CRM and sales management suites.
Easy interface to market new items and keep up with my sales goals
Not much to say that i don't like about it
Quickly and easily keeping customers up to date with products
I like being able to fully customize my sales workflow, and collaborate on deals with coworkers by adding seats.
Wish there were native capabilities to automate workflow
Pipedrive gives us sales productivity data, forecasting, and helps us keep on top of relevant deals.
Pipedrive is a CRM & pipeline management tool that helps you focus on actions that matter . By sales pros, for sales pros. Grow your business now with Pipedrive.
Would love a little bet most of speed, sometimes I had to wait a little to long for a conecction .
I can easily update deals and opportunities as they progress. As our sales team grows, so does our pipe. And Pipedrive makes sharing and giving updates to one another so simple
Simplicity! As a a first time founder and entrepreneur several months ago, I was only just beginning to get a taste of everything that falls on my plate. Dozens of responsbilities and things to check off the list each and every day. The last thing I wanted was a CRM with a learning curve.
Haven't found anything I dislike yet!!!!
Managing sales prospects -- keeping notes, staying organized, making sure prospects continue to hear from us consistently, etc.
