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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)
    8.8
    88%
  • Pipeline visualization (60)
    8.5
    85%
  • Integration with email client (e.g., Outlook or Gmail) (55)
    7.2
    72%
  • Custom fields (56)
    7.1
    71%
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Pricing

View all pricing

Essential

$14

Cloud
per month (billed annually)

Advanced

$29

Cloud
per month (billed annually)

Professional

$49

Cloud
per month (billed annually)

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)

  • $24 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.

8.6
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 7.1

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 $24.

monday.com, 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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Comparisons

View all alternatives
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Reviews and Ratings

(455)

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

(1-25 of 62)
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Adil Khan Robin | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • It's helped us move our data to the cloud with fast search, reporting, and logging.
  • The search field is compelling, and custom fields have helped us customize it.
  • It helps us log, track, and analyze leads and deals to grow our business.
Score 9 out of 10
Vetted Review
Verified User
  • Pipedrive has helped our sales forecasting dramatically and increased the accuracy of our forecasting so our projected sales are now 90% accurate
  • Pipedrive has helped us increase sales and helped our company grow over 30% from 2020 by keeping our sales team consistent with their follow ups
  • Pipedrive has helped us shorten our typical sales period by an average of 5 days because our follow up has been more consistent and we are closing deals faster
Score 9 out of 10
Vetted Review
Verified User
  • Positive: We use Pipedrive to win clients, and as it's a game of numbers, Pipedrive is a great tool to keep track
  • Positive: We use the PandaDoc integration to run our projects successfully and keep track with Pipedrive
  • Negative: At times business critical emails get stuck, so I will either have to wait to see if the email gets really sent or I just write the email out of my gmail interface
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Jason Carlage | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • It had a positive impact on our ROI. We had been keeping all of our leads on google sheets and inevitably during busy selling seasons, some leads can slip through the cracks or not get followed up with quickly enough. Pipedrive makes that virtually impossible so long as a rep is logging in. There were two leads specifically I can remember where reps said that Pipedrive reminded them to follow up at the right time, and that paid for the service several times over.
  • In addition to reminding reps to follow up with sales leads, we used it with current customers as well and this helped us with customer retention.
Mark Rueckert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • It has allowed me to manage a much larger flow of new potential clients.
  • It has helped me forecast how many new clients are coming to our team so we can manage growth and expectations.
  • It allows me to keep track of notes and progress so information can be seamlessly shared.
March 11, 2021

Pipedrive

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Greatly reduced the amount of time spent on tasks that occur in the new lead pipeline
  • Has taken some time for users to adopt it completely so was a costly initial investment in terms of time and money
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • We went from spreadsheets to another CRM, then to Pipedrive and is has definitely improved our sales process.
  • Our internal communication from our sales team is much better since using Pipedrive.
  • It has helped close deals quicker by visually putting more pressure on our rest to close.
  • It has helped us understand why some of our deals have not closed and make internal adjustments to receive different outcomes.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Closing time - He helped us reduce lead processing times from 15 days to 5 days with his automations
  • User experience - Increase due to increased contact via email
  • Reports - with the new analytics update it is easier to interpret the information and it is not necessary to process it with other software
Stephen Steinberg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Keeping everything organized has been a huge plus
  • By having organized records, different sales reps can take over opportunities easily
  • As other CRMs came on the market, I feel like Pipedrive is falling behind on their feature set, making it have a worse ROI over time
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