Pipedrive Reviews

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Score 8.1 out of 101

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Reviews (1-25 of 45)

Jason Carlage profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
We used Pipedrive as a CRM for about a year, ending our subscription with it last year. We wanted something that was easy to use and we were attracted to the notifications it provides users when leads need to be followed up with. It seemed like the right move for a sales organization.
  • It helps ensure leads don't get stale. It will highlight leads that need follow up based on specific criteria that the user has input. The icons next to each lead make it very clear what stage the lead is on and what type of follow up is needed.
  • Easy to use. It is relatively easy to learn and use Pipedrive. The process of entering leads and moving them through various stages is simple and clear.
  • Improves communication between sales and management. Pulling up Pipedrive it's easy to see the top leads and what needs to be done, so this takes some time off of reps having to tell the story of each lead to management.
  • Support is limited for small accounts. There are certain plans that offer chat and phone support, but for us, as a small business, we had some limited email support. It wasn't needed often as Pipedrive is pretty intuitive, but I could see this being an issue depending on the needs of the team.
  • Downloading leads on Pipedrive was a little cumbersome. There are a few steps needed to download the leads, and then you'll have to ensure that the settings are right to get all the leads you want. This can be done but with limited support, it can be tricky.
  • The reporting is a little limited. You can generate reports that show all of your leads and lead stages, which was enough for us, but if you're looking for some more advanced reporting to determine things like retention rates you won't find it, at least in the plan we had.
For a small sales organization, or with a company that has a lot of newer sales reps, Pipedrive is great. It's hard to lose track of leads because of the notifications; as long as reps are inputting data properly and staying on top of moving leads along through the various stages, Pipedrive is a very effective way to track and prioritize leads. Opportunities won't just slip through the cracks.
Read Jason Carlage's full review
Stephen Steinberg profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
We've used Pipedrive as our CRM for the sales staff for almost 6 years now. We switched over from CapsuleCRM prior to that. The #1 feature that convinced us to switch -- as well as stay -- has been the extremely visual nature of the Pipeline. It was the first to do this and many other CRMs have copied that feature over the years.
  • Visually displaying the Pipeline
  • Reporting the sales efficiency of moving between stages of a Pipeline
  • Customizing a pipeline to your exact needs
  • Automation within the platform, even with the higher tiers, is lacking
  • Not as many native API integrations into other platforms as other CRMs on the market
  • Their visual pipeline is great, but if you want to work within a spreadsheet-like system (ie managing customers or organizations within the system), it's time consuming
Pipedrive is great for small teams, managing leads and sales opportunities through a pipeline from lead gen to closing the sale. It lacks if you want to use Pipedrive within a larger ecosystem of SaaS due to its limited integrations with other pieces of software. It's also not easy to mass edit contacts and organizations on the fly without opening each one up individually to make the change - we wish it could be done in a spreadsheet like fashion.
Read Stephen Steinberg's full review
Brett Eskelson profile photo
Score 5 out of 10
Vetted Review
Verified User
Review Source
We use Pipedrive to manage all sales-related activities as well as managing customer success—post-sales as well as tracking outreach efforts and contact data. Email and call information, as well as new leads and inbound interest, are all captured in the system.
  • Pipeline
  • Managing changes
  • Amazing support
  • Basic sales management
  • Customizable
  • Reporting, they have very limited reporting capabilities.
  • Pipedeive has a hard time managing organizations with sub-organizations and sharing data
  • Pipedrive is a beginner CRM
  • Making mass changes to fields isnt as simple as other tools.
  • You have to go to different places to run reports and make sure you're in the correct place.
I'd recommend Pipedrive to a small company that is just getting started. There isn't a lot of managing that needs to happen like with Salesforce. Although if it's a company that will likely grow quickly, I'd recommend just starting with Salesforce anyway. Pipedrive is a tool that doesn't offer a lot of flexibility which can be seen as a positive or a negative depending on your organization's needs.
Read Brett Eskelson's full review
Shannon McNamara profile photo
Score 6 out of 10
Vetted Review
Verified User
Review Source
Our sales department used Pipedrive, along with the assistance of the marketing department to get the software up and running, as well as integrate the software with Hubspot and other marketing tools that we used. It helped us collect leads, push them through a pipeline, and determine the next steps for the leads we had.
  • Customization was very intricate.
  • Great cost, a fraction of Salesforce.
  • Customer support was helpful.
  • Not as automatic as Salesforce, lots of manual work.
  • Integrations sometimes had a bit of trouble.
  • Took some users time to get the hang of it.
If you're a smaller company that is looking for a CRM that will help you manage and move leads without having to spend a near fortune on using Salesforce, then I think that Pipedrive is the best option for your company - it's better than an Excel spreadsheet but not as intense or costly as Salesforce.
Read Shannon McNamara's full review
Oliver R. profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Pipedrive is being used by the company, at the moment we have two Pipedrive accounts that we use for sales, leads, and to keep a record of all of our prospects and people we have contacted and are contacting.
  • It’s great for a full view of your current pipe line
  • It’s great for keeping track of prospects.
  • Great for keeping a record of all people you’re speaking to.
  • Could be better at automatically recording call history from VOIP service.
  • Needs better analytics.
Pipedrive, in my view, is the only CRM that any salesperson/company should use! It is well suited to the sales industry and is great and easy of keeping track of your pipeline and keeps you on track for the sales month. I think as a CRM for other departments such as HR or accounts, it’s not as suited as it’s mainly built for sales professionals.
Read Oliver R.'s full review
John Bianchi profile photo
May 28, 2019

Pipedrive Review

Score 8 out of 10
Vetted Review
Verified User
Review Source
At BOS Digital, we were looking for a solution to help manage and organize our sales process and give more visibility to deals won and open deals and prospects in the pipeline. We reviewed several solutions, but Pipedrive was the only affordable option without moving into something like Salesforce, with a stable user interface and experience and enough capability to act as a basic CRM and with customizable dashboards to track different pipelines. With an affordable license structure as well, we're able to move our reps into the system and meter our growth as a sales team. I highly recommend this option for a young company building a sales team.
  • Pipeline Dashboards
  • Contact Management in a CRM Style System
  • Affordability for the options
  • Zapier Integrations
  • Automation of certain functions
  • Management of residual deals and revenue
Pipedrive it very well suited to a young sales team that needs visibility of where certain prospects and deals are in the stages of the sales funnel. It allows for visibility from a higher level management position and to begin to forecast what a certain month's revenue might be based on open deals and potential prospects moving through the pipeline. What I would say Pipedrive is not suited for is a more robust team or sales management staff that is looking to make decisions off of a predicative analysis of data as Pipedrive requires a lot of manual entry and doesn't give reports that can be manipulated in Excel as something more integrated like Salesforce might.
Read John Bianchi's full review
Truptesh Patil profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
Pipedrive has been absolutely phenomenal as far as Customer Relationship Management is concerned. The services of Pipedrive are used by the Marketing and Sales department in my organization. Concerned teams are using this tool for tracking proposals, data interpretation, data collection, appointment of customers and many more. These factors are vital in business planning and attaining stipulated targets.
  • Customer tracking
  • Data Collection
  • Pipeline tracking
  • Helps a great deal but there is a slight margin of improvement in reporting.
  • Should have guidelines whenever there is an addition of features.
  • Creating a new contact entry is bit laborious, however not a major concern.
Pipedrive in best suited for Sales and Marketing teams. The manner in which it has coordinated with said teams is phenomenal. Efficiency has raised to great levels with the courtesy of this application.
Read Truptesh Patil's full review
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Score 9 out of 10
Vetted Review
Verified User
Review Source
We're using Pipedrive across the whole organisation. We use it to:
  1. Record, compile and share "leads" and related info, for one's own pipeline management and to share with the rest of the team (partly for info sharing and partly to avoid duplication)
  2. Track stage of deal and associated relationships/stakeholders
  3. Record (for reference) and disseminate deal information
  4. Schedule, set reminders, and manage overall pipeline actions
  • Easy to configure and use. Very intuitive.
  • Quick input of, and access to, information.
  • Very smooth transfer of deals across stages and between different team members.
  • The way the different components of a lead/deal/account are structured can make the inputting of some pieces of info a bit clunky (e.g. contacts)
  • Cannot fully customise it
  • Reporting can be more powerful
It is fantastic for quick entry of deal info, disseminating information among the team, and promoting collaboration. It is also very well suited for pipeline management and stage visibility. I have found that it is not as powerful in customizing how one architects the various components of information, how one reports on it, and how contacts are dealt with.
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Score 2 out of 10
Vetted Review
Verified User
Review Source
We used Pipedrive as our CRM for an employee recognition software startup. It was mostly used by sales though other departments had access to it as well. Our goal was to find an economical and easy to use CRM that can scale as the team grows. Daily activity includes calling, emailing, and progressing deals.
  • Easy to see your deal activity at a glance.
  • Importing wasn't great but better than other systems I've used.
  • They started making progress on built VOIP calling
  • Support was very poor. It was hard to track conversations and the agents weren't knowledgeable.
  • We had lots of problems with integrations
  • Price kept on rising.
If you can can use the basic version, it may be okay for a small business. It certainly doesn't scale well at bigger orgs. I'd recommend HubSpot to any smaller org and SFDC for anyone bigger.
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Score 8 out of 10
Vetted Review
Verified User
Review Source
Pipedrive is used by our Enterprise Sales team in our company. We have two types of customers, value and volume. The value side of the sales business is managed in Pipedrive.
  • The platform is easy to use and user-friendly.
  • Moderate prices.
  • Functional mobile application.
  • Limited functionality. Not suitable for large sales teams and big operations.
  • Standalone sales process management and CRM. There are no built-in marketing tools.
  • There are no built-in contract management tools.
Pipedrive is used by our Enterprise Sales team in our company. We have two types of customers: value and volume. The value side of the sales business is managed in Pipedrive. The Enterprise Sales team is relatively small in its number of people, and consists of 30% of our sales operations. In this scenario, Pipedrive is very suitable.
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September 12, 2019

Excellent Results

Score 10 out of 10
Vetted Review
Verified User
Review Source
Pipedrive is used by our sales team to track all connections, leads, and current clients. It solves the problems with organization, sales process, and contact information.
  • Great user experience dashboard.
  • Visible and easy to read where all leads currently stand.
  • Shortens the length of the sales cycle.
  • Continued integrations.
  • More charting/reporting.
Pipedrive is perfect for teams of all sizes looking to further their business. You will become a more organized team, more effective, more efficient, and close more deals by using Pipedrive.
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August 05, 2019

My favorite CRM

Score 8 out of 10
Vetted Review
Verified User
Review Source
Great lightweight CRM system that can be set up in an hour and leveraged to increase sales quickly. It's basically just a flat relational database that can be viewed as a pipeline. Think of three spreadsheets that are linked together. There is even a spreadsheet view that lets you view your sales data in a coherent format.
  • Sales management
  • Deal management
  • Sales reporting and organization
  • Loads slowly with large amount of contacts
  • Their partner program is not retroactive. we have referred them a lot of business we don't get credit for!
Pipedrive is a great starter CRM for organizations who haven't quite defined their sales technology needs yet. You don't need to pay to customize it, nor can you customize it that much beyond the addition of fields and stages to your pipeline. I would recommend using it to clearly define your use cases before upgrading to something like Salesforce.
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Stefan Trbojevic profile photo
December 13, 2018

Manipulating your data

Score 6 out of 10
Vetted Review
Verified User
Review Source
I started using Pipedrive as my main outreach tool. I've imported all the contacts that I had and created several templates for outreach. So the basics would be that I would send initial outreach mail and change the state of that deal to the next state. Then I would follow up on that outreach email if there were no answer for about 3 days. The main purpose of using Pipedrive was to get in touch with as many contacts in as less time possible with best possible results.
  • Labeling Contacts.
  • Adding notes to deals and pinning them to the top.
  • Email integration with any email provider/client.
  • Bulk contacting. Pipedrive does not have the option to send one email to multiple contacts at once, but instead, you would have to send them 1 by 1.
  • Not so great customization of importing data to Pipdrive through csv files. Too many required fields that don't even make sense.
Pipedrive is well suited for tracking purposes, such as checking when was the last time you spoke with your contact/person, and setting reminders such as "contact this person to have them look at the new catalog of our products," "Check up on how satisfied this person is with our product," etc. Setting up a deadline is pretty useful and you get informed via email or notification that due time is soon and that you should reach out to the customer or do some other related task.
Read Stefan Trbojevic's full review
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Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Pipedrive as a Customer Relationship Management tool. The software is specifically used by a few folks who are part of our administrative team. It can be extremely difficult to track communication between our team and other vendors, key individuals, entities, and even other folks within our organization. Pipedrive allows its users to quickly check to see communication history, contact information, and future planned meetings/calls/activities. Rather than calling a teammate to check on the status of a project, I can simply check Pipedrive. It is worth noting that, even though the tool is only being used by a few teammates, the product could easily be leveraged across our organization.
  • The software allows users to blind carbon copy a project-specific e-mail address, which will automatically populate Pipedrive with details/attachments related to that particular e-mail.
  • Pipedrive syncs with Google's G-Suite products very well.
  • Dashboards are available to see project progress "at a glance".
  • The customer relationship management tool is relatively inexpensive.
  • The software is extremely intuitive and did not take us long to "master."
  • The software could benefit immensely by offering a feature similar to Dropbox. It would be great to have the capability of granting outside individuals access to a sharefile portal housed within Pipedrive. To my knowledge, Pipedrive does not offer this capability. However, it is worth noting that users have the ability to upload items that have been sent to them. In fact, if a file is attached in an e-mail that has had the "special" project specific e-mail address carbon copied, Pipedrive will upload the attachments to a repository.
Pipedrive is well suited for small to mid-size companies that are in need of an inexpensive customer relationship management tool. If users within an entity are struggling to keep up communication between their organization and an outside (or internal) entity, the tool offers a great amount of easily accessed visibility. I've been told that some of the more robust platforms would better suit larger companies. For example, a large marketing firm might be better off with one of Pipedrive's more robust competitors. That said, my team and myself have been extremely satisfied with Pipedrive.
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Score 10 out of 10
Vetted Review
Verified User
Review Source
Not only is PipeDrive great for the sales team, but we have implemented it for franchise development and the event coordination side of our business.
We find Pipedrive to be wildly helpful in organizing contacts and keeping our events in order. It is very useful to have different pipes for different aspects of the sales funnel. We appreciate the interface!
  • Ease of use.
  • Shareable.
  • Organized.
  • Could be better implemented with our phone software.
  • E-mail tracking can be spotty.
Super well suited for different aspects of the sales funnel and setting activities to complete tasks. It's very easy to use for multiple users who need access to similar content.
I wish I could click a customer's phone number and have my phone application call them, but Skype is the only option, which we do not use.
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Score 8 out of 10
Vetted Review
Verified User
Review Source
We used Pipedrive to track account manager sales and training contacts as well as sales manager accounts and contacts. We've found it to be integral in our goal of reaching new accounts and maintaining contact with an ever-growing client base. In order for us to scale, we needed the organization and accountability among those teams, and Pipedrive was a key to that scalability.
  • Extremely intuitive and clean user interface. There aren't a lot of unnecessary bells and whistles involved.
  • Dashboard features were perfect for tracking numerous sales pipelines.
  • Reporting features were easy to use and highly customizeable.
  • Phone carrier integration would be helpful.
  • Calendar syncing features could be improved.
  • Ability to track more activity types.
Pipedrive is excellent for small companies where pipeline management and organization may have taken a back seat to concentrating on current sales opportunities. As client bases grow, the need for proper pipeline management and organization increases, and in our case, Pipedrive was the perfect compliment to our needs and ability to scale the business.
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Matt Heerema profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
I use Pipedrive to track my sales pipeline. Right now, as the sole salesperson, I am the only user on the app. It has helped give us immediate visibility of our prospects, all the way through the sales process, along with estimates of possible incoming revenue and timing. It has completely organized and simplified a previously very cumbersome and chaotic process.
  • Dashboard: their dashboard is very well designed to give the right mix of simplicity and information density. I can see all my current prospects, at various stages, and know who, at a glance, I need to get back in touch with to keep the process moving
  • Revenue forecasting - Their estimation tools give me some very real and accurate data (combined with my knowledge of my market and product, etc...) that helps me understand at any given point my range of potential income based on the current sales process
  • Integrations - Pipedrive integrates well with our support system
  • Post-sales client relationship management - once a client is through the sales process, the app becomes irrelevant with regard to that client. I need a separate management system for current clients.
Pipedrive seems very well suited to a small business with a multi-role salesperson. I'm not sure how well it would scale to a larger enterprise. But for a small business who needs to get away from managing sales leads through email and spreadsheets, and is not needing a enterprise solution like Salesforce, Pipedrive is the right solution.
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Victoria Daphne profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
Since incorporating Pipedrive into my company's list of tools, we've found it to be integral in our goal of reaching new wholesale accounts and remaining in conversation with them. It's easy to forget to send a follow-up email to a potential account and lose track of the status of every individual you've been in touch with. The pipelines help keep every account in the appropriate categories so that I know what the appropriate action should be next time I open Pipedrive.
  • I like the clean, minimal layout of the Pipedrive interface. I find it easy to navigate and very user-friendly. The concept itself is one that is strong and it's made my job of keeping track of hundreds of wholesale accounts and potential accounts much easier. The ability to schedule detailed follow-ups for every wholesale account really keeps me on top of my communication goals.
  • The ability to see a snapshot of your ongoing transactions through the dashboard. Every time you complete a task, it asks to feed in the next task for that transaction. This way you are less likely to be distracted from the deal that you in middle of.
  • Mail templates feature is another additional benefit to full email sync in the Gold Version. The ability to see who's clicked on the links is standard now a days but Pipedrive handles it well.
  • I feel that Pipedrive can do some more work around enabling sales teams to actually get going out of the box with recommend deal flows and processes.
  • I also think that simple changes like including both a delineated first and last name out of the box are quick changes that would add alot of value for practical reasons.
  • Irrespective of what platform you use, it is better to use a trial and implement the product and check how the product meets the requirements. PipeDrive has a good trial plan and their sales team will assist you to set up the platform.
They find it really easy to fill in details and track their deals which means they actually use the software, giving the rest of our organization far more insight into our sales process. Also, the great way that it integrates with tools like PandaDoc has saved us hours and hours of time previously spent on quotes, proposals, etc. giving us more time to spend on growing the company.
Read Victoria Daphne's full review
Xander Franke profile photo
November 19, 2018

Pipedrive for Sales Team

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Pipedrive to measure our sales team's pipeline activity and metrics. We check it on a weekly basis in our sales meeting to forecast for the week, month, quarter, and year. Pipedrive allows us to easily view all sales team members pipelines, opportunities won, and opportunities created in a given time frame.
  • Dashboards are easy to view
  • Reporting is great
  • Easy to toggle between sales team members
  • Could be easier to navigate
  • Reporting can miss things easily
  • UI could use update
Great for sales teams, not applicable to any teams outside of sales.
Read Xander Franke's full review
Rodrigo Rojas profile photo
Score 10 out of 10
Vetted Review
Reseller
Review Source
We use Pipedrive across the whole organization for our business as well as to help and set up Pipedrive for our existing and new users we have. The main point for Pipedrive is to have all information regarding your business in a single platform where you can access easily what you are looking for a client.
  • Get insight into everything that is happening with a client, across all past and future deals.
  • Get integrated with tons of third-party productivity applications around the globe.
  • Have an excellent mobile app to track everything like you are using your main computer.
  • The scheduler lacks a shortcut and a better integration with calendar. Good feature but poorly applied.
  • The "product" is still very weak. It needs not only a polish but a full upgrade to work efficiently with different currencies and also have an easy and straightforward way to export/import data (product has several flaws regarding this). I believe this is a matter of time to be improved.
  • Smart Data looks good but usually it does not get data from our clients in South America and also the data cannot be exported or applied to your existing data! No real deal here.
Pipedrive works not only good at small companies and teams but also works fantastic for big companies. This is a very good opportunity for companies working on integration to transform Pipedrive as a great sales tool for big companies with the right tools to be integrated. Completely flexible to do anything with tons of apps available.
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Tim Berman profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Pipedrive to visualize our sales process. It has really brought our team together and helped them to understand the stages of the customer journey, and has helped us to identify bottlenecks. It also helps us to collaborate on followups.
  • Visual customer journey
  • Great integrations
  • Great support
  • Great peer support in the Facebook user group
  • Need to be able to pass information between contacts and deals more easily.
  • Need phone carrier integration (phone calls and SMS automatically logged at the carrier level, like Cloze).
  • Need tighter integration with Front (conversations sync only with Contacts, not with Deals).
  • Need to be able to access Trigger data in Automation actions.
I can't think of a single sales team that can't use Pipedrive.
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Sundeep Gopal profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We were using PipeDrive to track various accounts and how they progressed in the pipeline. The best thing about PipeDrive is that you will get a clear understanding of your pipelines and deal stage at once. Accounts can be moved between stages simply by dragging and dropping. The events and calendar can be managed very easily. This is easily the best tool for managing pipelines in any organization. Our Sales team uses PipeDrive for the transparency, and the Marketing team uses it to understand the overall pipeline health.
  • Easy to track accounts.
  • You will get an understanding of your pipeline in one glance.
  • Easy to manage tasks and calendars.
  • Easy to use platform and doesn't require deep learning.
  • Being a fan of PipeDrive, there isn't anything I can recall where PipeDrive falls short. They have built an easy to use powerful tool which is simply brilliant in getting the work done.
PipeDrive is well suited to organizations who want to manage their sales pipeline and would want to have transparency. Setting up this platform is easy and also requires very little learning from users. Since salespeople are always on the run, this platform will be great because it is easy to use and understand.
Read Sundeep Gopal's full review
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Score 10 out of 10
Vetted Review
Verified User
Review Source
Pipedrive is currently used by our sales and marketing department. Sales uses it for pipeline tracking, customer appointments information adding, and tracking proposals. Our marketing teams use Pipedrive for data collection, interpretation, and email marketing campaigns. It has solved the problem of inputting and managing our customer data so that we have it centralized along with our close ration, and monthly revenue.
  • Pipeline tracking
  • Sales close ratios
  • Customer information and data collection
  • It doesn't plug in to other SAAS devices well.
  • The functionality is limited in certain areas.
  • It's a great tool for small businesses, but as we scaled
Pipedrive was awesome for us to use in our infancy. It was easy to use, low maintenance and we were able to add users quickly. As we scaled and added our marketing department the functionality of the system was not ideal for the plugins that we needed from other SAAS based products. For a very small company it's great, but as you need marketing plugins it gets harder to get the usage out of it that you need.
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Score 9 out of 10
Vetted Review
Verified User
Review Source
Pipelines are the lifelines, we understood this at a very early stage and worked on investing on a platform which would help us stay focused. It is very easy to lose focus on the things that are a priority. Since the time we have incorporated PipeDrive into our organization, things have been running very smooth and this platform helps us stay focused with a lot of deadlines and follow-ups.
  • PipeDrive makes things easy with it easy to understand UI, this is where the makers of PipeDrive would have spent a lot of time on. You get an overview of things in a single view, which is quite impressive.
  • It is always easy to move accounts or works from one stage to another, you can simply drag and drop things. The work is made easy so that you can get your work done right away rather pushing away.
  • Every deal or account can be viewed and managed easily. If you close a task on a certain account you would be asked for a follow-up task, this ensures that you would not miss important follow-ups.
  • PipeDrive is a near perfect tool and it does everything that it is supposed to do. Simplicity drives everything and PipeDrive sticks to this idea well.
  • Pricing can be a little better.
Every organization believing in pipelines can adopt PipeDrive and it does the job pretty well. However, I don't believe there exists an organization which doesn't want to do work in an organized way, hence every organization can adopt PipeDrive for driving sales and transparency. The best thing about PipeDrive is that it need not be only adopted by the sales team but it can also be adopted by a variety of departments.
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May 30, 2018

Positive Impact

Score 10 out of 10
Vetted Review
Verified User
Review Source
PipeDrive is being used by our organization between the Sales, Marketing, and C-Level team members. It addresses the problem of reducing the number of meetings since C-Level individuals can quickly glance at an app to see where each sales pipeline is at and how far each lead is into a deal. It also helps sales in that they can keep track of where they are with each deal and keep organized. For marketing, it addresses the issue of tracking how much outbound marketing is happening.
  • Great at having the right integrations to be able to smoothly incorporate everything with automation into the PipeDrive App
  • Easy to use UI makes onboarding quite easy once the account is set up. The users can learn quickly.
  • Has many different ways to keep organized and visualize what you are looking for. Things come in lists, in graphs. You can send emails view all of them according to the user and according to organization or deal.
  • Some of the set up is difficult, especially when it comes to specific types of automation such as email. I have noticed sometimes emails show up and other times it does not.
  • There are glitches especially when pasting images into notes.
  • I wish they warned us before updates happen so we are always in the know.
It is very well suited for keeping small teams organized and keeping specifically upper-level management in the know when it comes to the sales cycle. It helps shorten meeting times and calls regarding such when management can easily visualize different deals and follow all activity per account.
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Feature Scorecard Summary

Customer data management / contact management (15)
6.4
Workflow management (12)
7.9
Territory management (8)
6.6
Opportunity management (43)
8.4
Integration with email client (e.g., Outlook or Gmail) (40)
8.1
Contract management (9)
3.1
Quote & order management (7)
5.1
Interaction tracking (13)
7.2
Channel / partner relationship management (9)
4.4
Case management (6)
4.7
Call center management (5)
1.1
Help desk management (6)
3.1
Lead management (28)
7.7
Email marketing (4)
8.7
Task management (39)
8.2
Billing and invoicing management (5)
4.1
Reporting (38)
7.2
Forecasting (11)
5.1
Pipeline visualization (43)
8.3
Customizable reports (8)
1.6
Custom fields (39)
8.5
Custom objects (31)
8.2
Scripting environment (4)
1.0
API for custom integration (27)
7.9
Single sign-on capability (12)
6.1
Role-based user permissions (37)
8.4
Social data (5)
1.1
Social engagement (5)
1.1
Marketing automation (7)
3.6
Compensation management (4)
3.5
Mobile access (38)
8.7

About Pipedrive

Pipedrive is a sales management tool built for salespeople by salespeople. According to the vendor, it is used by more than 50k teams around the world, and helps you to see the big picture, then gives step-by-step guidance to keep everyone focused on the activities that drive deals to close. It's simple to get started, but powerful enough adapt to any sales process. Construction companies love it because it makes it easy to manage the many facets of the sales process.

Pipedrive Features

Sales Force Automation Features
Does not have featureCustomer data management / contact management
Does not have featureWorkflow management
Does not have featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Does not have featureContract management
Does not have featureQuote & order management
Does not have featureInteraction tracking
Does not have featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Has featureLead management
Does not have featureEmail marketing
CRM Project Management Features
Has featureTask management
Does not have featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Does not have featureForecasting
Has featurePipeline visualization
Does not have featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Does not have featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Does not have featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access

Pipedrive Screenshots

Pipedrive Integrations

Asana, Trello, Mailchimp, Yesware, Zapier, Google apps, Google maps, etc...

Pipedrive Competitors

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Does not have featurePremium Consulting/Integration Services Available?No
Entry-level set up fee?No

Pipedrive Support Options

 Free VersionPaid Version
Live Chat
FAQ/Knowledgebase
Email
Video Tutorials / Webinar

Pipedrive Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Linux, Mac
Mobile Application:Apple iOS, Android, Mobile Web