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What is Pipedrive?

Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

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Recent Reviews

TrustRadius Insights

Pipedrive has proven to be a versatile tool with a range of use cases across various departments and industries. Users have found it …
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Pipedrive is great!

10 out of 10
March 19, 2021
We've been using Pipedrive since 2015. We are less than 10 users who work with the software. It is very user friendly and has everything …
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Best around!

10 out of 10
March 15, 2021
Pipedrive was used to track all recruitment and sales efforts. It allows our team to track our funnels and move forward effectively.
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8 out of 10
March 11, 2021
We implemented Pipedrive for a client of ours to manage their new lead pipeline from new form fills all the way to a sale/win. Pipedrive …
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Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Opportunity management (57)
  • Pipeline visualization (60)
  • Integration with email client (e.g., Outlook or Gmail) (55)
  • Custom fields (56)
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per month (billed annually)



per month (billed annually)



per month (billed annually)

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $24 per month
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Product Demos

Ultimate Guide Getting started with Pipedrive.


Connecting favorite tools with Pipedrive.


Pipedrive’s Smart Docs features for scaling how an operation handles important documents such as contracts.


Categorization of contacts and creating email distribution groups used to bulk-send emails.


How to automate daily tasks to streamline the sales process across a team, minimize human error and save time.


How contacts are displayed in Pipedrive and how to track the actions and processes connected to them.

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Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Avg 7.6


This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Avg 7.6


This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Avg 7.2


Avg 7.5
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Product Details

What is Pipedrive?

Pipedrive helps companies of all sizes to improve sales. Boasting users among over 100,000 companies, Pipedrive is designed to fit the needs of salespeople, sales managers, business operations, contact managers, lead managers, business owners, designers, financial advisors, project managers, and others, in a range of different industries. From SaaS and software to Real Estate, including others such as Retail, Recruitment, Non-Governmental Organisations, Logistics and transport, Manufacturing, Customer support, Healthcare, Banking, etc. Pipedrive features help customers average more deals, increase the average value of their closed deals, and reduced the time it takes them to close.

Some Pipedrive top features:

· Visual sales pipeline: Displays the entire sales process at a glance. Deals are updated by dragging and dropping them into place. Customized to match the sales cycle.
· Team collaboration: On deals and activities with colleagues, wtih shareable updates on sales operations and wins.
· Reporting and dashboards: Offers detailed reporting on sales and key activities. Tracks progress against goals in the dashboard.
· Activity reminders: Reminders for all sales activities to stay on top of deals and never miss follow-ups.
· Segment leads: Supports filtering, categorization, segmentation and sorting of leads to create targeted lists for personalized communications.

Pipedrive Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions

Platform Features

  • Supported: Mobile access

Pipedrive Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

Pipedrive Videos

Pipedrive CRM
Pipedrive supports businesses just diving into a CRM for the first time. In this video, the TrustRadius team goes over this CRM solution.
Pipedrive Onboarding Tour

Pipedrive Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Mobile Web
Supported LanguagesEnglish, French, German, Portuguese, Spanish, Spanish, Chinese, Czech, Dutch, Estonian, Finnish, Indonesian, Italian, Japanese, Korean, Latvian, Norwegian, Polish, Russian, Swedish, Turkish, Ukrainian

Frequently Asked Questions

Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

Pipedrive starts at $24., HubSpot CRM, and Zoho CRM are common alternatives for Pipedrive.

Reviewers rate Task management highest, with a score of 9.

The most common users of Pipedrive are from Small Businesses (1-50 employees).
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View all alternatives
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Pipedrive has proven to be a versatile tool with a range of use cases across various departments and industries. Users have found it effective for applicant tracking, business development, and project management. Its flexible data entry and pipeline creation capabilities have allowed users to organize customer data and stay accountable. With its extensive fields and collaborative features, users have been able to track details about people and interact with team members on deals seamlessly. Pipedrive's automation capabilities and integrations with other tools have streamlined business processes, making it suitable for sales, business development, partner development, hiring purposes, and more. Additionally, the software's integration with G Suite and other applications has made it a central platform for various business processes. Pipedrive's visual pipeline feature provides visibility into deals won, open deals, prospects, and pipelines, making it valuable for sales management and organization. Users also appreciate its affordability and customization options, making it an ideal choice for young companies building a sales team. Overall, Pipedrive has become a transparent tool that reduces email clutter related to sales activities, ensures follow-ups are not missed or forgotten, streamlines the sales process, automates repetitive tasks, facilitates communication between teams, and allows for easy management of pipelines and stages.

Highly Customizable: Many users have praised Pipedrive for its high level of customization, allowing them to tailor the software to their specific needs. This feature has been commended by multiple reviewers for optimizing their workflow and making the software more efficient.

Effective Sales Pipeline Management: Pipedrive's ability to track and log leads and deals has been highly valued by users. Several reviewers have found this feature to be a valuable tool in providing insights into their sales pipeline and enabling effective sales process management.

Streamlined Communication and Integration: The integration of Pipedrive with email and other tools has received positive feedback from users. Multiple reviewers have appreciated how this integration streamlines communication, making it easy to track conversations and ensuring important information is always accessible.

Limited customization options: Several users have expressed frustration with the lack of customization options in Pipedrive, particularly when it comes to creating custom content areas. This limitation has been mentioned by multiple reviewers and is seen as a drawback for those who require more flexibility in tailoring the software to their specific needs.

Need for advanced reporting and automation features: Some users have voiced their desire for more advanced reporting and automation features in Pipedrive. These reviewers feel that the current capabilities are not robust enough, and they would like to see improvements in these areas to enhance their sales processes and efficiency.

Tricky drag-and-drop deal management: The drag-and-drop deal management feature in Pipedrive has been described as tricky and visually overwhelming when there are multiple deals in the pipeline. This has led some users to find it difficult to effectively manage their deals, resulting in a less intuitive user experience.

The majority of users recommend using Pipedrive for sales pipeline management, lead management, and deals optimization. They find it to be a pure CRM platform without excessive features, making it suitable for startups and small to medium-sized businesses. Users also appreciate its ease of use and integration capabilities with other tools. Pipedrive is suggested for managing sales leads, customer relationships, sales activities, and deal tracking.

Users who have little expertise with CRM and need assistance highly recommend Pipedrive. They find it to be an organized sales management system that is easy to use and integrates well with other tools. Pipedrive is considered a robust CRM option that is user-friendly, making it suitable for individuals who are new to CRM software. It is recommended for any type of company that wants a streamlined and efficient sales management system.

It is advised to thoroughly evaluate whether Pipedrive meets all requirements, especially in terms of sales and marketing needs. Users suggest obtaining a Service Level Agreement (SLA) on performance, speed, and load times as there have been occasional issues with slowdowns. While the import process from other CRMs is straightforward, users recommend considering the limitations of automation and exploring alternative solutions if complex integration customizations are necessary.

Attribute Ratings


(1-25 of 26)
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Adil Khan Robin | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Pipedrive is an affordable, easy-to-use, and customizable cloud-based CRM platform. It helps our sales team stay accountable and organize customer data so much that we use it as our CRM. Its data entry, pipeline creation, and platform integration are flexible. Email monitoring alerts us when a recipient opens an email and clicks a link, so we can follow up on pending business or investigate strange goings-on.
  • Easy to customize and organize.
  • Auto-tracking calls and emails.
  • It helps us track and log leads and deals.
  • Remote work and local leads are possible.
  • Excellent dashboard that prioritizes tasks and deals.
  • Lacks custom content area creation.
  • Need for more reporting and automation.
  • Drag-and-drop deal management can be tricky.
Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding:

—Exceptional cost-effectiveness.
—Top-notch search filter.

However, its speed could be increased because adding new actions requires numerous taps and swipes.
Score 9 out of 10
Vetted Review
Verified User
We use Pipedrive in our organization primarily as a CRM. We use it to set reminders on following up with potential clients, tracking activities (phone calls, emails, etc.) as well as a tool for tracking data such as close ratios, performance metrics and much more. Pipedrive has helped our sales team stay accountable and keep all of our customer data organized and in one place for easy access.
  • Sends reminders when you need to follow up on a project.
  • Keeps your open opportunities organized and top of mind.
  • Tracks your performance data so you have a clear idea of what areas you are successful in or need to allocate additional resources to.
  • Being able to send video messages to clients from the app would be helpful
  • Configuring reports can be hard sometimes as the fields for sorting data can be confusing
  • Have a cleaner integration into outlook. It can be difficult to send emails sometimes from Pipedrive sometimes if it doesn't sync up with your email.
Pipedrive is a great tool for sales teams that have a longer sales cycle and need to keep track of deal progress over time without losing the details of an opportunity. Pipedrive may not be the best tool for sales teams that have a very short close period as Pipedrive is focused more on opportunities that have several steps in the sales process.
Score 8 out of 10
Vetted Review
Verified User
I use Pipedrive for the business development team. This is to track the leads at one place and the charge's status. It takes the team forecasting the estimated sale and targets. Apart from this, all the details will be updated and tracked easily. It's easy to remind the schedule for follow-up.
  • Arrangement of leads process in section
  • Follow-up reminder
  • Managing the leads with details
  • Multiple users can be manage with admin users
  • Can see the whole sales team progress at one place
  • It can add video recording or add sections.
  • Video input by team rather than writing notes
  • Meeting or follow-up reminder over mobile
If you have a sales team size of more than two and have an issue with proper lead tracking with each, then you can use Pipedrive. Its best suited for forecasting and the overall sales of each candidate and performance. But when you have a small team for sales and don't have many details about lead and meeting, it's not practical as it takes additional time to maintain and make it up to date.
Score 9 out of 10
Vetted Review
Verified User
Pipedrive has great functionalities, it allows us to resolve our sales management, customer database. email marketing management and contacts are also managed very well, it had simple integrations and is very easy to use for our team. Pipedrive also helps our sales team to create sales funnel and getting the best results possible, which is again amazing.
  • Mobile application.
  • Data management.
  • Email marketing.
  • should have campaign planning.
  • live reports
I would highly recommend it despite a few missing features as this has helped our sales team a lot in saving time, it is affordable. It manages customer data and also ensures that we have a sales funnel at the end, giving us prospects at the end. The mobile application has been a plus here as can be accessed from anywhere.
Jason Carlage | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
Mark Rueckert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Pipedrive is used only by our sales staff. It is integrated with several other tools throughout our company though to help with the transfer of information. We use Pipedrive to track our inbound leads and manage the pass off of new customers joining our company. The tool has allowed us to streamline new business.
  • Their pipeline is super simple with drag and drop features, and a clean and clear view of your deals and deal amounts.
  • They have a great automation system that allows for tasks and emails to be sent when a stage changes.
  • They have a great note system that allows voice recording and easy phone access to manage notes while on a call.
  • Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
  • Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
  • Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.
Using Pipedrive to collect customer data and setup automated tasks is great. This allows leads to flow into Pipedrive and be assigned to the right team member. Notes and tasks can then be created in the specific deal and can be easily transferred to another team member. The system is very easy to use.
Score 10 out of 10
Vetted Review
Verified User
At ePesos we currently use Pipedrive as the only crm for the entire organization, we started using it for lead management but over time it became part of the automated sales funnel, having been successful with the Pipedrive platform and knowing its complete API, We also decided to use it for collection management by creating a collection funnel with status update automations and sending emails to reminder customers.

Finally, it was also used for Human Resources and recruitment management for the company.

We have great future projects with Pipedrive for the automation of other of our processes and we like the updates that the platform is having
  • Very complete API that allows many connections
  • Automation that helps you improve response times and reduce follow-up time
  • Intuitive is very easy for anyone to use
  • Automation monitor to check that all are working properly
  • Customer service in Spanish 24/7
  • Customize and hide default fields
Pipedrive adapts very well to any sales and after-sales process of any industry, in general terms it will help you in most of the internal processes that you may have, Pipedrive gives you the facility to adapt it to any need they have due to its customization and Api allows it. But it needs some improvements or changes to adapt it to a full collection process
Score 9 out of 10
Vetted Review
Verified User
Across the whole organization, it facilitates communication with different teams, and all the information is in just one place, making everything easier and less susceptible to uninformed decisions. All the details of the interaction with a potential customer, customer or partner are in the same place, always updated and available everywhere as long as there is an internet connection.
  • Intuitive.
  • Easy to track the evolution of deals.
  • Fast.
  • It's possible to integrate with gmail, LinkedIn and others.
  • Customization.
  • It has potential for more features using data.
Well suited at connecting with a lot of other tools, making everything very smooth due to this integration, which is very easy. No need for IT specialists, everyone can do it, and it's very easy to understand how to work with Pipedrive.

Less appropriate for a very specific business that doesn't follow the standards of Pipedrive, because it's not very customizable.
Score 1 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
Pipedrive is being used by my organization through managing sales and new business pipelines. Is it being used across the whole organization but managed by the growth team. It addresses business problems such as transparent contact storage, management of leads, tracking of new business prospects. Multiple stages are used within the pipeline to track progress from contact to prospect to sale. It eliminates the need for admin and provides one transparent location for teams to view and edit our CRM.
  • Manage sales leads.
  • Track activities (including reminders).
  • Easier import functionality.
  • More robust customization.
Pipedrive is well suited for bulk upload/export contact storage, management of leads, and the tracking of new business prospects.
Multiple stages can be customized in each pipeline to track progress from contact to prospect to sale.
It eliminates the need for admin and provides one transparent location for individuals to view and edit CRM. The history can be tracked to provide full visibility to all team members.
December 16, 2019

Driving Pipedrive

Score 7 out of 10
Vetted Review
Verified User
We use Pipedrive daily as a tool for forecasting the upcoming business.
  • Forecasting.
  • Compiling data on individual salespersons.
  • email is difficult to synch.
  • Sorting of deals is not intuitive.
For an organization with a lot of salespeople, Pipedrive is an excellent way to track activity and results. I can't seem to appreciate the CRM aspect of Pipedrive
Brett Eskelson | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
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.
August 05, 2019

My favorite CRM

Score 8 out of 10
Vetted Review
Verified User
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.
May 29, 2019

Pipedrive Review

John Bianchi | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
December 13, 2018

Manipulating your data

Stefan Trbojevic | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
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.
Score 8 out of 10
Vetted Review
Verified User
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.
Score 10 out of 10
Vetted Review
Verified User
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.
Tim Berman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
Matt Heerema | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
Rodrigo Rojas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
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.
Justin Angelson, Digital and AI Solution Expert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Pipedrive across our whole organization and are beginning to use it to manage multiple brands from one platform. Primarily it is used as a sales-focused CRM, but with its ability to customize pipelines and deal stages we have adapted it for sales, business development, strategic partner development, contractor/employee hiring, and a few other areas. Because of its deep integrations with G Suite (which we use), and developer and integration-friendly team and architecture, it has become the backbone of our business processes. We integrate pretty much any appropriate application into so we can use it to have a truly full-featured and functional platform to operate out of.
  • Pipedrive has probably the best sales pipeline visualization and management process - the constant prompt to add the next activity is critical to ensuring deals are pushed through the sales process in a timely fashion.
  • The "Deal Rotting" feature provides a way to see, at a glance which deals are slipping through the cracks and need attention. For users and organizations who know their numbers cold, it can easily show on one screen, what needs attention and what does not.
  • Pipedrive is super friendly to integrating with other Apps and has a great API. Their architecture and team seriously give their platform an almost future proof aspect because they will allow you to connect other tools you use to make the platform more useful to their users while focusing on improving their core offering constantly: managing sales pipelines.
  • Personally, I would like for their reporting functionality to be a little more robust and easier to use. It looks like they are improving it on a regular basis, but with out using some other data visualization or business intelligence tools, it can be tough to get granular data. For us, not even close to a deal breaker.
  • I would like to see them expand their telephony integrations to include more providers. Specifically DIalpad (hint-hint) - however, since our company doesn't have a call center sales operation maybe this is just me being too picky.
  • I would like for them to an easier to use goal setting and daily activity counter type feature. For example I want to see quickly that each day I need to call 25 leads, set 5 appointments, hold X number of demos etc.
For small to medium-sized businesses, start-up or otherwise, Pipedrive's ease of use and highly customizable nature can make it a very powerful platform to manage sales and salespeople and their associated activities. Additionally, the available integrations a business can implement out of the box make it really easy to add into an existing sales and marketing technology stack.

For larger businesses or enterprises, this might not be the most well-suited solution. If a company needs in-depth native workflows and marketing automation features onboard from the get-go then Pipedrive might not be the best fit.
Score 9 out of 10
Vetted Review
Verified User
Our sales team and executive leadership use pipedrive (5 users currently, growing to 12 next year). We use pipedrive for basic CRM and deal flow functionality. All of our contact information resides in pipedrive and we move opportunities through deal stages. We track sales performer activities and schedule future activities through the system. I use reporting to summarize the total value of our pipeline by service type (we track 3 separate pipelines).
  • Ease of data entry - whether entering individually, via Chrome plug-in capture app, or spreadsheet upload.
  • Easy to configure with our lexicon and deal flow.
  • High-level reporting that can be viewed as a dashboard or report, or exported for further spreadsheet analysis.
  • Great reminders with visual cues for when an activity is missing, due, or late.
  • The dashboard should be configurable to the company (not necessarily to each user). The existing dashboard includes information we don't need and is missing data we'd like to include.
  • Some basic fields are missing, like 'Job Title'. And Job Title should always appear where the contact name appears.
  • Some activity types are not tracked consistently. For example, it only tracks Emails that are generated by the system through the outlook integration. But if you don't subscribe to the integration, it is not intuitive how to track emails.
Pipedrive is excellent for small companies with simple pipeline management and reporting needs. It delivers great value for the price. It is great for setting up products with fixed prices but not so great at depicting services with variable pricing. It is excellent for granting access to on premise and mobile users - the web interface is easy and intuitive, and integration with the mobile app is great. It would not be very well suited for a complex sales cycle or for large organizations.
Robert Neumann | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I have used pipedrive as a manager of small teams of up to 5 and just personally. Pipedrive is simple and easy to use. The most important thing for a CRM is that it gets used. In my experience that means it has to be easy, graphical and intuitive. Pipedrive is all of that and it does a nice job managing your sales as well.
  • Pipeline management. It has the best graphical display and interface for pipeline out there. This makes it easy to see what to concentrate on or what you do not have enough of!
  • Task management. Keeping the conversation going is critical in sales. The tasks manage phone calls, e-mails, task items, lunches and more. This let's you track your output as well as stay in touch effectively.
  • Database. It manages contacts and companies. It allows for easy de-duping of records which is important.
  • Pipedrive is not a sophisticated CRM, it is a simple and usable one. While they continue to work on it, clearly reporting can always be sliced and diced multiple ways. It would be great to have threshold reporting, quotas and other items. While they do have deal rotting and goals, better reports are a +.
  • Pipedrive could improve its app, A LOT. The app has all your information at your finger tips, but the number of screens required to call a contact and then record it as done are well, ridiculous. There could be screen swipes and simpler interface.
  • Pipedrive is continually rolling out improvements, so the last thing I would say is keep it up!!!
Pipedrive is made for solo or small teams of sales people. The main reason to use it is because it WILL get used. Pipedrive is one of the few tools that a sales team will actually get benefit out of, without the massive headache of data entry fatigue. I have used it in my businesses and as a solo consultant. It is worth the fee.
Paul Halvorson, PhD | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
We use Pipedrive to capture interest in future home buyers and relationships with potential realtor partners. Pipedrive helps us manage all aspects of the deal making process and track our results in closing home mortgages. It is very intuitive and affordable to use and helps us keep track of where each customer is in the process. It also helps us manage results with each of our realtor partners.
  • Helps us know where each customer is in the deal making process.
  • I can review notes, summary of conversations and emails sent in way that is easy to access, use and sort.
  • We can compare our monthly results to monitor our growth and progress. It is very visual.
  • We can add customized fields useful for us to capture.
  • The forecasting feature is not as robust as I would like. For example [I would like] to create a 3 month target and then see how we are doing with our current deals in play.
  • There are no sales steps per pipeline stage. For example in Stage x, we might have 6 items that need to be completed. Currently we have to remember what they are or refer to list and manually type them in for each deal. It does makes our deal managing process (execution of calls, tasks, emails, meetings) more manual and tedious to manage.
  • Would be nice to see an "If Then" option for task execution. If the customer is X, then execute Y, otherwise go to Z.
  • Would like better security for increasing users. For example as loan officers, we would like to give access to our realtors. Since they run separate businesses, we need to keep their data base separate from ours, but have a way to jointly collaborate around helping to close our shared home-buyers. Building an interface between two companies each using Pipedrive, but the sharing same customers would be awesome. Alternatively, we add them aa a limited user in our system, but give them the ability to create their own lead management system and steps and tie shared ones to us.
Price is good for those needing a simple solution. For those wanting more pipeline activity management (at greater price) I would recommend a tool like PipeLiner.
Steve Surya | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We started using Pipedrive CRM for our sales activities in last quarter of 2014. I use Pipedrive to manage activities with prospects and our sales team. Every time we have a new prospect, we add it to Pipedrive and define the right pipeline for them. As we continue working with prospects, we keep changing the stages in pipelines until we close the deal (WON or LOST). We also rely on Pipedrive to get our sales reporting and business development team performance.
  • Pipeline and Stages: Pipedrive helps with maintaining the exact status where we are with a prospect. For example, when I start communicating with a prospect, I will put them in a Pipeline named "Unqualified Prospects" and the stage would be named as "Initial Communications". We can have a number of stages within Pipeline and a deal can be moved to any stage based on the interactions with a prospect. So managing activities with prospects has become really easy by using Pipedrive.
  • Pipedrive let me work based on my activities. I never miss any activity, as Pipedrive always remind me of my daily activities.
  • Getting a sales report or performance report has been really easy using Pipedrive. Pipedrive has the right statistics which we ned to know by end of every quarter. It allow us to see the total deals and how many deals have been marked as close. As well as, it shows the right status of every deal.
  • Integration with Google Apps is one of best thing to have. I can easily add my Google documents to my deals in Pipedrive. It allow me to track my contracts and important documents when I need it.
  • Organization and Contacts management is again a great feature. This completes Pipedrive as a CRM. I can manage all my prospects data within Pipedrive CRM and retrieve data as needed.
  • The Mail Tab which was recently added to Pipedrive, is really well. Now I don't miss adding prospects to Pipedrive as I can forward my emails to Pipedrive and create the deals from there easily.
  • When we close a deal by marking "WON or LOST", All the activities regarding that deal, still stay in active mode. But I think the activities either should be closed automatically or I should see a popup with an activity list of that specific deal, SO I can close myself.
  • CSV Import is a great feature. But if Pipedrive can also add a screen like a spreadsheet view, so we can add multiple contact details directly in Pipedrive, that would be helpful. In that case I don't need to first type it into a CSV file and then import.
  • If Pipedrive can add a functionality to give background colors to the Deals on Deals dashboard, It would be great. Then I can manage the deals based on colors very easily. Sometime we need to denote colors and that make lot of extra value.
I would say that using the Pipedrive with your sales team is always worthwhile. In real time, it's not easy to manage prospect's activities and we miss them often. But Pipedrive lets you manage it in an effective way.

I would just recommend to use it for sales activities for now. I don't see it usable for other departments like HR, PM etc.
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