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Pipedrive

Pipedrive

Overview

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
Incentivized
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
Incentivized
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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Pipedrive

8 out of 10
March 11, 2021
Incentivized
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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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

View all 31 features
  • Opportunity management (57)
    8.9
    89%
  • Pipeline visualization (60)
    8.6
    86%
  • Integration with email client (e.g., Outlook or Gmail) (55)
    7.3
    73%
  • Custom fields (56)
    7.2
    72%
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Pricing

View all pricing

Essential

$14.90

Cloud
per month

Advanced

$27.90

Cloud
per month

Professional

$49.90

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.pipedrive.com/plans

Offerings

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

Starting price (does not include set up fee)

  • $14.90 per month
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Product Demos

Ultimate Guide Getting started with Pipedrive.

YouTube

Connecting favorite tools with Pipedrive.

YouTube

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

YouTube

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

YouTube

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

YouTube

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

YouTube
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Features

Sales Force Automation

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

6.3
Avg 7.7

Customer Service & Support

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

2.9
Avg 7.5

Marketing Automation

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

8.5
Avg 7.5

CRM Project Management

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

7.1
Avg 7.6

CRM Reporting & Analytics

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

5.1
Avg 7.6

Customization

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

6.1
Avg 7.6

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.

7.3
Avg 8.3

Social CRM

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

1.1
Avg 7.3

Integrations with 3rd-party Software

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

3.6
Avg 7.2

Platform

8.2
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 $14.9.

monday.com, HubSpot CRM, and Zoho CRM are common alternatives for Pipedrive.

Reviewers rate Opportunity management and Task management highest, with a score of 8.9.

The most common users of Pipedrive are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews and Ratings

(449)

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

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Sales Force Automation (2)
80%
8.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (2)
10%
1.0
Task management
10%
1.0
Reporting
10%
1.0
CRM Reporting & Analytics (1)
80%
8.0
Pipeline visualization
80%
8.0
Customization (3)
46.66666666666667%
4.7
Custom fields
50%
5.0
Custom objects
40%
4.0
API for custom integration
50%
5.0
Security (1)
90%
9.0
Role-based user permissions
90%
9.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
50%
5.0
Mobile access
50%
5.0
  • It gives a track of leads and an idea of time in conversion
  • Each candidate can compare their performance with others
  • Time taking to fill in all details
  • Improved performance and taking an informed decision
  • Ease to decide the marketing budget as per forecasting sales.
It does not give accurate results as data feed by the team can be manipulated and there isn't any check system Also, Its time taking, the team does not show much interest to fill that. It just burdens them.
I didn't need any support as things are simplified already in their way. Also easy to understand. It can be cheaper if given a discount or not charged for not in use features. It has a marketplace also for supportive applications which can integrate with this and make work easier.
6
Sales and Marketing for IT company. Both Post sales and Presales.
2
A hardworking person who can keep things up to date. As well as an active participant.
  • Leads tracking
  • Follow-up Reminder
  • Forecasting
  • Team performance monitoring
  • To monitor the work output of employee
  • The healthy competition having among them
  • Costs can be reduced
  • A report in power Bi format on mail to Owner by time period
-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.
Ed Juline | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Pipedrive has allowed us to take our loosely informal sales process and put a solid cloud based framework to it. Pipedrive reduces the number of e-mails related to sales activities by half. Missed or forgotten follow-up is a thing of the past as Pipedrive does not allow you to let things slip. Using Pipedrive doubles your sales efforts...period.
  • Reduce email
  • Automate follow up
  • Increase collaboration
  • Better Android and iPhone apps
You have to have one dedicated owner of the system to maintain discipline.
  • We can cover twice the growth with the same number of people.
  • Missed or delayed follow up is a thing of the past.
Salesforce and ACT are people cased. Pipedrive is deal based.
12
Sales and field service
1
As simple as the DIrector of Sales keeping an eye on data integrity.
  • Managing deal progression
  • Sharing information about deals
  • Logging service calls
  • Logging service calls on won deals
  • Maintaining a data base of competitor's products
  • Customer satisfaction surveys
  • Direct mail campaigns
  • Pricing modeling
Our sales efforts depend on it. It has become as integral a tool as e-mail and ERP.
No
  • Price
  • Product Features
  • Product Usability
Deal based instead of customer based
Started with trustradius
  • Implemented in-house
No
Change management was minimal
  • Users familiarity with relational database logic
  • How to structure the pipelines, by product, geography, market segment, etc
Experiment is the only way to start
Yes
Included in monthly SAAS fee.
Excellent support but had one issue that I was told was not an issue by later discovered to be a bug.
Yes
Bugs are taken seriously and fixed.
Daily activity reports were not arriving correctly. I worked with the support team to try different settings and together we resolved the bug.
  • Structure of deals, activities and contacts
  • Linkage of contacts to deals
  • Manufacturing type approach to activity management
  • Integration of products into deals
  • Android app needs improvement
Yes
Still needs work
Very easy to use interface
Score 10 out of 10
Vetted Review
Verified User
Deal flow management more than CRM.
  • Dead simple to use
  • Tracks email to automate many of the deal flow updates and status
  • Very customizable to serve many use cases
  • Inexpensive
  • Brilliant reporting to track your organization
  • Associating contacts with organizations is a little kludgy
  • Doesn't seem to always recognize when contacts already exist in the database
  • Would be nice if it could work for an individual who has multiple clients/companies also using the platform: my contact database tracked against pipelines for different companies
I've found nothing better.
  • Super simple means our organization is much more likely to actively use it.
  • Even if they're not, automation by tracking your organizations emails and calendars means that you have insight to what everyone is doing, even if they don't report it.
  • Contactually,PipelineDeals CRM,Salesforce.com,Zoho Projects,Zoho CRM,Basecamp
Nothing else compares when it comes to simplicity, customization, price, and flexibility.
Unless I find something better...
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