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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

(1-25 of 62)
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Adil Khan Robin | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
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.
Score 9 out of 10
Vetted Review
Verified User
We are an exec search boutique firm, and we use Pipedrive for both applicant tracking and also for our business development. So we create projects using the numerous filters and then add deals = people to the projects. We make great use of the many fields for tracking details about the people and also interact e.g. with our researchers on the deals by tagging them, and we also track the stages of the funnel. Besides this, we have many automations running on Pipedrive, connecting it to Slack and several internal tools (User Interface Tools for our clients and for our internal staff).
Score 10 out of 10
Vetted Review
Verified User
I used this to manage the company's customers, and the results were awesome. Before using it, the sales team saved all the customers' information in a notebook. This wasn't efficient, so I decided to change the game rules, and we increased our productivity quickly. This is a powerful tool for your sales team. Completely recommended.
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.
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.
Gabe Hirsch | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Pipedrive to keep track of conversations with potential clients, partners, and vendors, as well as keeping track of to-do items and email communication. It is being used across a few departments within the organization, with the ability to see everything from one centralized location. The ability to limit viewability of the deals makes it easy to integrate across a few layers of the company.
Jason Carlage | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
March 19, 2021

Pipedrive is great!

Score 10 out of 10
Vetted Review
Verified User
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 we need, activity tracker, integration with other software we use, drag and drop features that ease modifications on our end, etc. For the asking price, we are very satisfied and do not intend on changing.
Mark Rueckert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Jack Mattheus | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Pipedrive is an excellent collaborative tool since it is very complete and provides many functionalities that are currently being used in several of our department within the company.

One of the problems that this magnificent collaborative tool is solving is that it allows us to create campaigns which we use to attract potential clients and at the same time add them to our database so that we can easily send them newsletters by email automatically.
March 11, 2021

Pipedrive

Score 8 out of 10
Vetted Review
Verified User
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 allows our client to automate repetitive tasks that happen at each step of their pipeline, including having email templates with merge fields ready to go, setting reminders for tasks outside of Pipedrive, scheduling meetings with video conferencing links and more. It streamlines the entire process and allows our client to spend more time building a relationship with their potential clients rather than spending most of their time on the admin around getting a new client.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Pipedrive is a fantastic tool that surely has evolved over the last 10 years. We have a small team that needs to constantly understand our 30/60/90 day lead count as we grow our consulting firm. The main business problem is addresses is transparency in understanding, in a very simple layout, where each prospect is in the sales cycle. It gives me, as an owner, a quick glimpse into how the team is performing.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 1 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Pipedrive is our main CRM tool that helps us to manage all leads that get in contact with the company asking to get information on franchises. With Pipedrive customizable intuitive funnels (sales stages) we can be aware all the time in what sales stage is our lead and which are the next steps that we need to take in order to close the sale.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I am using Pipedrive to manage my contacts, appointments, call notes, and other processes. It is a very helpful tool for this! I used Pipedrive in my last company to manage over 45,000 contacts and over 15,000 transactions per year in a $17 million business, so it works for small to medium applications well. We used it to manage the sale from lead to close to delivery, and it really got our sales and logistics teams on the same page.
Stephen Steinberg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We've used Pipedrive as our CRM for the sales staff for almost 6 years now. We switched over from CapsuleCRM prior to that. The #1 feature that convinced us to switch -- as well as stay -- has been the extremely visual nature of the Pipeline. It was the first to do this and many other CRMs have copied that feature over the years.
Brett Eskelson | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Our sales department used Pipedrive, along with the assistance of the marketing department to get the software up and running, as well as integrate the software with Hubspot and other marketing tools that we used. It helped us collect leads, push them through a pipeline, and determine the next steps for the leads we had.
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