Overview
What is Pipedrive?
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
Pipedrive is affordable, user-friendly, and has a good search filter.
Pipedrive is the CRM that helped our company grow and speed up the sales process
Pipedrive is an outstanding tool for sales driven organizations with a high volume of projects and deals to process
Best tool to start on CRM Management
Pipedrive - Nightmare for employees but advantage for owners/managers.
Affordable Pipedrive
Great, functional CRM at a reasonable price
Pipedrive makes sure no leads slip through the cracks
Pipedrive is great!
Affordable, easy to use, worth your money
Best around!
Multifunctional collaborative tool
Pipedrive
Pipedriving to Success
The great Pipedrive experience
Awards
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
- Opportunity management (57)8.888%
- Pipeline visualization (60)8.686%
- Integration with email client (e.g., Outlook or Gmail) (55)7.373%
- Custom fields (56)7.272%
Pricing
Essential
$14
Advanced
$29
Professional
$49
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $24 per month
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.
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 6.5Customer data management / contact management(15) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 7.8Workflow management(12) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 6.6Territory management(8) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.8Opportunity management(57) Ratings
Users can track deals and create quotes.
- 7.3Integration with email client (e.g., Outlook or Gmail)(55) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 3Contract management(9) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 5.1Quote & order management(7) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.1Interaction tracking(13) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 4.3Channel / partner relationship management(9) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 4.7Case management(6) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 1.1Call center management(5) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 3.1Help desk management(6) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.4Lead management(40) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 8.7Email marketing(4) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 9Task management(55) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 4.1Billing and invoicing management(5) Ratings
This includes automated invoice creation and billing.
- 8.2Reporting(54) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 5.1Forecasting(11) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.6Pipeline visualization(60) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 1.7Customizable reports(8) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 7.2Custom fields(56) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 7.7Custom objects(46) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 1Scripting environment(4) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.5API for custom integration(39) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 6.1Single sign-on capability(12) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.5Role-based user permissions(52) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 1.1Social data(5) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 1.1Social engagement(5) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 3.6Marketing automation(7) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 3.5Compensation management(4) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8.2Mobile access(53) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Pipedrive?
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
Pipedrive Videos
Pipedrive Integrations
Pipedrive Competitors
Pipedrive Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows, Linux, Mac |
Mobile Application | Apple iOS, Android, Mobile Web |
Supported Languages | English, French, German, Portuguese, Spanish, Spanish, Chinese, Czech, Dutch, Estonian, Finnish, Indonesian, Italian, Japanese, Korean, Latvian, Norwegian, Polish, Russian, Swedish, Turkish, Ukrainian |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(451)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
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
Reviews
(1-25 of 60)- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Lead management
- 90%9.0
- Task management
- 90%9.0
- Reporting
- 80%8.0
- Pipeline visualization
- 80%8.0
- Custom fields
- 70%7.0
- Custom objects
- 70%7.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 80%8.0
- Mobile access
- 80%8.0
- Opportunity management
- 90%9.0
- Integration with email client (e.g., Outlook or Gmail)
- 50%5.0
- Lead management
- N/AN/A
- Task management
- 90%9.0
- Reporting
- 80%8.0
- Pipeline visualization
- 80%8.0
- Custom fields
- 40%4.0
- Custom objects
- 60%6.0
- API for custom integration
- N/AN/A
- Role-based user permissions
- 80%8.0
- Mobile access
- 80%8.0
Pipedrive is an outstanding tool for sales driven organizations with a high volume of projects and deals to process
- Integration with email client (e.g., Outlook or Gmail)
- 70%7.0
- Pipeline visualization
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- Mobile access
- 90%9.0
Best tool to start on CRM Management
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Lead management
- 70%7.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Mobile access
- 80%8.0
- Opportunity management
- 90%9.0
- Integration with email client (e.g., Outlook or Gmail)
- 70%7.0
- Lead management
- 100%10.0
- Task management
- 10%1.0
- Reporting
- 10%1.0
- Pipeline visualization
- 80%8.0
- Custom fields
- 50%5.0
- Custom objects
- 40%4.0
- API for custom integration
- 50%5.0
- Role-based user permissions
- 90%9.0
- Mobile access
- 50%5.0
Affordable Pipedrive
- Opportunity management
- 90%9.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Lead management
- 90%9.0
- Task management
- 90%9.0
- Reporting
- 90%9.0
- Pipeline visualization
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- API for custom integration
- 90%9.0
- Role-based user permissions
- 90%9.0
- Mobile access
- 90%9.0
Great, functional CRM at a reasonable price
- Opportunity management
- N/AN/A
- Integration with email client (e.g., Outlook or Gmail)
- N/AN/A
- Lead management
- 70%7.0
- Task management
- 60%6.0
- Reporting
- 60%6.0
- Pipeline visualization
- 60%6.0
- Custom fields
- 60%6.0
- Custom objects
- 60%6.0
- API for custom integration
- N/AN/A
- Role-based user permissions
- 80%8.0
- Mobile access
- N/AN/A
Pipedrive makes sure no leads slip through the cracks
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 60%6.0
- Lead management
- 90%9.0
- Task management
- 100%10.0
- Reporting
- 50%5.0
- Pipeline visualization
- 90%9.0
- Custom fields
- 80%8.0
- Custom objects
- 70%7.0
- API for custom integration
- 70%7.0
- Role-based user permissions
- 80%8.0
- Mobile access
- 80%8.0
Pipedrive is great!
- Task management
- 90%9.0
- Reporting
- 80%8.0
- Pipeline visualization
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Mobile access
- 50%5.0
Affordable, easy to use, worth your money
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 50%5.0
- Pipeline visualization
- 100%10.0
- Custom fields
- 70%7.0
- Custom objects
- 70%7.0
- API for custom integration
- 70%7.0
- Role-based user permissions
- 100%10.0
- Mobile access
- 100%10.0
Best around!
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 50%5.0
- Lead management
- 80%8.0
- Task management
- 60%6.0
- Reporting
- 50%5.0
- Pipeline visualization
- 60%6.0
- Custom fields
- 60%6.0
- Custom objects
- 60%6.0
- API for custom integration
- 40%4.0
- Role-based user permissions
- 60%6.0
- Mobile access
- 70%7.0
Multifunctional collaborative tool
- Opportunity management
- 90%9.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 90%9.0
- Pipeline visualization
- 80%8.0
- Custom fields
- 70%7.0
- Custom objects
- 70%7.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 90%9.0
- Mobile access
- 70%7.0
Pipedrive
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Lead management
- 100%10.0
- Task management
- 80%8.0
- Reporting
- 90%9.0
- Pipeline visualization
- 90%9.0
- Custom fields
- 100%10.0
- Custom objects
- N/AN/A
- API for custom integration
- N/AN/A
- Role-based user permissions
- 90%9.0
- Mobile access
- 90%9.0
Pipedriving to Success
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Lead management
- 70%7.0
- Task management
- 80%8.0
- Reporting
- 90%9.0
- Pipeline visualization
- 90%9.0
- Custom fields
- 70%7.0
- Custom objects
- 70%7.0
- API for custom integration
- 60%6.0
- Role-based user permissions
- 80%8.0
- Mobile access
- 90%9.0
The great Pipedrive experience
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- N/AN/A
- Mobile access
- 100%10.0
Easy to use, but not as customizable as it should be
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Lead management
- 60%6.0
- Task management
- 60%6.0
- Reporting
- 40%4.0
- Pipeline visualization
- 100%10.0
- Custom fields
- 40%4.0
- Custom objects
- 40%4.0
- API for custom integration
- 50%5.0
- Role-based user permissions
- 90%9.0
- Mobile access
- 90%9.0
There are much better alternatives.
- Opportunity management
- 30%3.0
- Integration with email client (e.g., Outlook or Gmail)
- 50%5.0
- Lead management
- 30%3.0
- Task management
- 60%6.0
- Reporting
- 20%2.0
- Pipeline visualization
- 10%1.0
- Custom fields
- 70%7.0
- Custom objects
- 70%7.0
- API for custom integration
- 30%3.0
- Role-based user permissions
- 60%6.0
- Mobile access
- 50%5.0
An excellent tool to manage and customize multiple pipelines
- Opportunity management
- 90%9.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Lead management
- N/AN/A
- Task management
- 90%9.0
- Reporting
- 90%9.0
- Pipeline visualization
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- API for custom integration
- N/AN/A
- Role-based user permissions
- 90%9.0
- Mobile access
- N/AN/A
A simple, clean, and effective CRM tool
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Lead management
- 90%9.0
- Task management
- 90%9.0
- Reporting
- 70%7.0
- Pipeline visualization
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- N/AN/A
- API for custom integration
- 80%8.0
- Role-based user permissions
- 100%10.0
- Mobile access
- 70%7.0
Driving Pipedrive
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 40%4.0
- Lead management
- 80%8.0
- Task management
- 70%7.0
- Reporting
- 90%9.0
- Pipeline visualization
- 30%3.0
- Custom fields
- 40%4.0
- Custom objects
- 20%2.0
- API for custom integration
- 30%3.0
- Role-based user permissions
- 50%5.0
- Mobile access
- 60%6.0
Lightweight and powerful. Easy to adopt!
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Task management
- 70%7.0
- Reporting
- 70%7.0
- Pipeline visualization
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 60%6.0
- Mobile access
- 40%4.0
Pipedrive, a great and simple CRM.
- Opportunity management
- 70%7.0
- Integration with email client (e.g., Outlook or Gmail)
- 60%6.0
- Lead management
- 70%7.0
- Task management
- 90%9.0
- Reporting
- 80%8.0
- Pipeline visualization
- 100%10.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- API for custom integration
- 60%6.0
- Role-based user permissions
- 100%10.0
- Mobile access
- 100%10.0
Pipedrive is a solid starter CRM
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Task management
- 50%5.0
- Reporting
- 20%2.0
- Pipeline visualization
- 50%5.0
- Custom fields
- 80%8.0
- Custom objects
- 80%8.0
- API for custom integration
- N/AN/A
- Role-based user permissions
- N/AN/A
- Mobile access
- N/AN/A
Perfect step between Excel and Salesforce
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Lead management
- 80%8.0
- Task management
- 90%9.0
- Reporting
- 100%10.0
- Pipeline visualization
- 90%9.0
- Custom fields
- 100%10.0
- Custom objects
- 60%6.0
- API for custom integration
- N/AN/A
- Role-based user permissions
- 100%10.0
- Mobile access
- N/AN/A
Excellent Results
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Lead management
- 90%9.0
- Task management
- 90%9.0
- Reporting
- 70%7.0
- Pipeline visualization
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 80%8.0
- Mobile access
- 80%8.0