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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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Sponsored
$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: December 08, 2024
Pipedrive Logo
1,732 Pipedrive Reviews
4.2 out of 5
Small Business (50 or fewer emp.)
Aug 04, 2022
 Source
Overall Rating:
5.0
NS
Noah S.
Business Development Manager
Share
"Very User Friendly"
What do you like best about Pipedrive?

Pipedrive helps me organize all my daily activities in one user-friendly interface.

What do you dislike about Pipedrive?

Some of the activity scheduling and checking activities off the to-do list can be cleaned up in terms of functionality.

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

Pipedrive is helping me stay productive and efficient.

Small Business (50 or fewer emp.)
Aug 01, 2022
 Source
Overall Rating:
5.0
JM
Jordan M.
Marketing Director
Share
"Pipedrive solves sales process issues"
What do you like best about Pipedrive?

Pipedrive easily integrates with many other programs and is easy to use.

What do you dislike about Pipedrive?

The app interface doesn't really work the same way as the desktop so it has it's own separate learning curve in terms of finding out where things are

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

Pipedrive keeps our sales systems intact and allows our sales team to stay organized

Small Business (50 or fewer emp.)
Aug 01, 2022
 Source
Overall Rating:
5.0
Marcelo s. avatar
Marcelo S.
Sales Ops
Share
"Sales Ops"
What do you like best about Pipedrive?

Simplicidade, é facil de usar e de configurar e principalmente o suporte tecnico é muito bom!

What do you dislike about Pipedrive?

Essas novas funcionalidades como leads marketing, antes de termos cadencias de col maisls, integrações mais para vendas

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

Facilita a organização dos dados , impede leads duplicados, facil de treinar

Mid Market (51-1000 emp.)
Jul 17, 2022
 Source
Overall Rating:
5.0
Sue S. avatar
Sue S.
Director Of Customer Success
Share
"Amazing platform to use for Sales people"
What do you like best about Pipedrive?

The ease of use of Pipedrive is far superior than any other in the market

What do you dislike about Pipedrive?

There is nothing I really dislike about the product, however, if I had to nitpick - it can have some downtimes

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

Pipedrive helps keep the sales data clean. It also helps manage pipelines and close deals.

Small Business (50 or fewer emp.)
May 23, 2022
 Source
Overall Rating:
5.0
RP
Ron P.
Svp
Share
"Pipedrive as a CRM solution"
What do you like best about Pipedrive?

Pipedrive is an innovative company that has a well-organized and robust CRM solution.

What do you dislike about Pipedrive?

The system goes down occasionally, which can impact productivity, but they seem to be responsive when it happens.

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

We get a tremendous amount of organization with our extensive database. We can sort our leads and clients in many different formats.

Small Business (50 or fewer emp.)
May 11, 2022
 Source
Overall Rating:
5.0
EQ
Erica Q.
Managing Director
Share
"Easy way to keep sales organized"
What do you like best about Pipedrive?

It's very easy to create pipelines, move prospects between and within them, and keep track of contacts. It integrates well with Slack and Pandadoc (2 I have tried)

What do you dislike about Pipedrive?

Nothing in particular. They actually have a pretty robust development team that is always doing consumer research and adding features depending on the feedback they receive.

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

I use Pipedrive to keep track of my prospects and what stages they are in. It allows me to see and average my sales cycle length and a great by-product is it provides a forecast depending upon the percentages that are loaded for each stage.

Small Business (50 or fewer emp.)
Mar 17, 2022
 Source
Overall Rating:
5.0
RATNAM K. avatar
Ratnam K.
Sr. Sales Specialist
Share
"A system to track all your sales activities"
What do you like best about Pipedrive?

Easy to use. These features are very helpful for my work. Pipeline flow, contacts, sales insight/report and market integration. A weekly update on the new feature was received from the founder through email.

What do you dislike about Pipedrive?

No basic free version is available. Pipedrive cannot be integrated with project management plaftforms.

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

None

Small Business (50 or fewer emp.)
Mar 04, 2022
 Source
Overall Rating:
5.0
Dave W. avatar
Dave W.
Account Executive
Share
"PipeDrive is my Favorite CRM I've ever used"
What do you like best about Pipedrive?

PipeDrive has the easiest customer interaction user-interface. Setting up the deals, logging and seeing the flow is easy as 1-2-3. Linking multiple deals to the same organization is great if you know they'll have multiple revenue streams coming into the organization.

What do you dislike about Pipedrive?

nothing so far that shows up on the radar from me using it for over a year now.

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

our organization uses it to follow the deal flow, and help with forecasting.

Small Business (50 or fewer emp.)
Mar 02, 2022
 Source
Overall Rating:
5.0
BJ
Bee J.
Compliance Specialist
Share
"Easy to use!"
What do you like best about Pipedrive?

I love how simple the interface is to use, and the multiple features that are accessible, the Pipedrive support team are really helpful and knowledgable

What do you dislike about Pipedrive?

Sometimes when we need to speak to a support team member via video or audio conference it can be hard as we are based in Australia, and the Pipedrive support team is based in Europe. So if it is in the afternoon we need to wait till the following day to talk to someone.

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

keeping track of our leads and deals and seeing what stage of the process they are all at has definitely allowed us to work more productively.

Small Business (50 or fewer emp.)
Mar 02, 2022
 Source
Overall Rating:
5.0
FS
Francesca S.
Sales Executive
Share
"Perfect for tracking sales enquiries, product orders and projects/installs"
What do you like best about Pipedrive?

The number of fields you can customise is perfect for our type of business we also keep track of financial terms etc through this system

What do you dislike about Pipedrive?

Sometimes there are faults with the system that can delay your working speed

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

We are managing to store lots of detail for our installations and projects.

Mid Market (51-1000 emp.)
Mar 01, 2022
 Source
Overall Rating:
5.0
CC
Chandan C.
Sales Manager
Share
"One of the best and easy to use CRMs"
What do you like best about Pipedrive?

The UI is very easy to navigate and reports are what every Sales manager would desire. The activity reminder helps Sales person to track activites very easily withough fail

What do you dislike about Pipedrive?

The deals forecasting part could have been better.

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

We needed CRM where moving deals between stages should be simple and activity scheduling should be smooth. The pipedrive addresses these challenges where we can easily track activities of a Sales executive, if they are completing assigned task on time.

Mid Market (51-1000 emp.)
Jan 22, 2022
 Source
Overall Rating:
5.0
DR
Deepika R.
Business Development Executive
Share
"One Effective Tool to get sales perfectly organized and is customizable to get it fit in"
What do you like best about Pipedrive?

It helps in naming the stages based on the deals we take through. It also helps in focusing on the sales actions and tasks. It helps in scheduling plan activities and thus we can perform it accordingly in the right way

What do you dislike about Pipedrive?

There's no such downsides as it's more effective and helps in getting engaged and achieving sales processes consistently

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

It helps in tracking processes towards goals. It also calculates our average conversion rate, which helps in the completion of activities and meeting targets. Real-time reports are the best

Small Business (50 or fewer emp.)
Jan 20, 2022
 Source
Overall Rating:
5.0
Iceal G. avatar
Iceal G.
Crm Automation Specialist
Share
"Pipedrive Review from a web developer point of view"
What do you like best about Pipedrive?

So here's a story, my client wanted to automate some of his work to be connected to other apps. The thing is I don't have knowledge using this Pipedrive CRM before, but after looking into it, I just got hooked and easily connected all the webhooks, automation, easy to create products and additional fields. I have successfully helped my client in their automation, I used additional fields which has some right data format to it. As well as we can have file attachments to it which also helped on our Dropbox integration. Pipedrive, is easy to use, it is organized with data that you want, it has person details, company, products even email replies on it!

What do you dislike about Pipedrive?

The thing that I dislike about Pipedrive is that the webhooks are always triggered, even when me a web developer only changed one field of data inside of a deal it still triggers the whole webhook which is why I have to do some additional workarounds to pull it off.

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

Automation problems with video agency

Mid Market (51-1000 emp.)
Jan 19, 2022
 Source
Overall Rating:
5.0
NC
Nicolas C.
Director Of Customer Operations & Account Management
Share
"CRM for young modern fast companies"
What do you like best about Pipedrive?

Pipedrive is easy to set up, easy to use, and it has everything you need to manage a Sales pipeline and customer relationships, especially for smaller companies.

What do you dislike about Pipedrive?

Back in 2017, the lack of integration capabilities with our ERP (Netsuite) was a problem for us. The same happened with our resource allocation system. There was no way we could make the systems talk to each other. Finally the Mobile experience for Pipedrive was very poor. I'm not sure how it is today.

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

We needed a way to manage the information that was generated during our sales process. We didn't have a "single source of truth" so there was usually misunderstanding among the sales team and the operations team. The minute we started using Pipedrive we could have a clear visual representation of the state of the sales pipeline. That view along gave us clarity and allowed us to predict instantly the upcoming needs in the operation.

Small Business (50 or fewer emp.)
Jan 18, 2022
 Source
Overall Rating:
5.0
Seif Eddine Y. avatar
Seif Eddine Y.
Piping & Instrumentation Design Engineer
Share
"My review of using Pipedrive"
What do you like best about Pipedrive?

Organized work performed by Pipedrive I really would recommend it to everyone

What do you dislike about Pipedrive?

Nothing to dislike it is a good sales customer relationship management tool

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

Sales automation system Manage leads and deals

Small Business (50 or fewer emp.)
Jan 04, 2022
 Source
Overall Rating:
5.0
AT
Arran T.
It Systems Support
Share
"The Effectiveness of Pipdrive"
What do you like best about Pipedrive?

There is transparency across the entire organisation which is key to developing growth and promoting collaboration across the organisation It is also easily navigated

What do you dislike about Pipedrive?

I dislike very little about this tool; it covers many avenues of data required in any organization

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

Primarily used for setting up deals for form set ups for club or any admin related issues with the system

Small Business (50 or fewer emp.)
Dec 30, 2021
 Source
Overall Rating:
5.0
Glen M. avatar
Glen M.
Marketing Technician
Share
"Great CRM streamlined the enrollment process for our coaching programs"
What do you like best about Pipedrive?

Our process for taking applications, vetting potential students, and closing sales used to require several tools. Pipedrive helped us optimize this process.

What do you dislike about Pipedrive?

It's a little bit complex because it can be used in so many different ways. So there was a little bit of a learning curve for our particular sales funnel.

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

We can easily track where prospects are in the sales process and help them move forward.

Small Business (50 or fewer emp.)
Dec 27, 2021
 Source
Overall Rating:
5.0
Andrew B. avatar
Andrew B.
Co Founder
Share
"Very visual"
What do you like best about Pipedrive?

I'm a very visual person, and love the dashboard showing me what stage each lead is ins.

What do you dislike about Pipedrive?

The cost! That's a joke. My CRM's are free when you're small. These guys charge you for 1 user after a short free trial.

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

Keeping track of my sales pipepline. It's does that while having very visual reminders of when tasks are due, what tasks need a new activity, and which are past due.

Small Business (50 or fewer emp.)
Dec 14, 2021
 Source
Overall Rating:
5.0
EA
Ernesto A.
Ceo
Share
"The CRM that I recommend to my clients who have never used one"
What do you like best about Pipedrive?

It is a very complete and friendly CRM, I really like its design and ease of use. I highly recommend it to clients who have no experience using CRM. Of those I have seen, it is the one that I liked the most

What do you dislike about Pipedrive?

It is somewhat confusing when new leads are received because I think it needs a mailbox of leads so that they can be better distinguished and work from there without having to search the contacts section.

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

Personally, it helps me to work with prospects and manage them, but in reality the main use I make of it is with my clients who have no experience in using CRM since it is the one I recommend.

Small Business (50 or fewer emp.)
Dec 12, 2021
 Source
Overall Rating:
5.0
RW
Ryan W.
Business Development Manager
Share
"Lean sales CRM that gets the job done"
What do you like best about Pipedrive?

As a salesperson, the CRM is pretty intuitive for my role compared to other CRM's out there that have an overload of features I'd never put my hands on. I used Pipedrive when working freelance with a client, and I could jump in and get the hang of Pipedrive in less than 24 hours.

What do you dislike about Pipedrive?

I did find that the contact records were a bit hard to navigate when using it. I recall when I'd be speaking with a customer on the phone and I had to dig to find the information I needed on the call.

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

Pipedrive was the CRM the company I worked with used. It made it easier to log conversations with potential clients, manage open deals, and track closed revenue for the business. It is a pretty straightforward CRM that I think works best with sales-led organizations. I wouldn't recommend this tool if you were a market looking for lots of bells and whistles.

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