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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
  • 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.
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Score 9 out of 10
Vetted Review
Verified User
  • Great visual visibility of the funnel plus easy to drag the deals across the stages
  • The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
  • The integration with PandaDoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
  • There are email glitches: sometimes emails that I send out of Pipedrive get stuck in the Outbox, this is especially but not only the case if I copy paste the email by hand instead of saving it on Pipedrive first (I have an open ticket on that issue)
  • When taking notes and then saving the note, Pipedrive keeps a copy of the saved text and populates it again when I open the note interface (it's confusing as I always have to double check if the previous note has maybe not been saved and then mark it, delete it,... which takes time and as I write a hundred notes a day, that sums up)
  • When logging an activity it automatically jumps on "busy"; as we use the activity field to merely track activities and NOT to set up activities, I wish there was a way to have "free" coming up as default as, at times, my assistants forget to "free" the activity and thus block slots in my calendar in vain
Score 10 out of 10
Vetted Review
Verified User
  • Manage clients
  • Send emails and files
  • Track activities of sales reps and customers
  • View reports and know how to improve and optimize
  • They can add more features to another areas like mkt and customer service
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Gabe Hirsch | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Cost effective
  • Easy to add on new team members
  • Keep track of ongoing interactions with business contacts
  • The ability to link multiple email addresses to one account
  • The ability to drag and drop or otherwise control the sorting view of the deals
  • When many deals are in a pipeline, it is often visually overwhelming to pull out the most important deals
Jason Carlage | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
March 19, 2021

Pipedrive is great!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Lead information gathering
  • Activity tracking
  • Integration with PandaDoc is easy and practical
  • The new user interface is not necessarily an improvement
  • Postal codes are not generated automatically in the address field
  • Can sometimes be a little slow
Mark Rueckert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Jack Mattheus | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • I really like how easy it is to be able to create campaigns and add them to the calendar which we can also modify to activate reminder notifications
  • Thanks to its simple architecture, it is very easy to manage tasks of other users through the main panel.
  • It allows you to create automated and personalized messages by email in addition to being able to add invitations or surveys such as Survey Monkey, gizmo among others.
  • I would like this tool to be integrated into social networks such as Facebook, Twitter, LinkedIn and among others.
  • I feel that it is a bit limited in the way the campaigns are presented as there are not many customization options.
March 11, 2021

Pipedrive

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Automate repetitive processes
  • Manage new leads and deals along an easily customised pipeline
  • Have a record/track all communications related to specific deals/leads
  • There is definitely a bit of a learning curve
  • Marketplace integrations developed by Pipedrive need some work as they're not too reliable or 'fully-featured' yet
  • It is expensive compared to alternatives and extra addons are costly even though it could be argued they should be part of the main package.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Onboarding - Pipedrive makes it very simple to onboard your organization with very simple tasks.
  • Workflow Automation - for the price, Pipedrive's workflow automation tasks are very robust. It amazed me how many different tasks, from emails to creating activities, it is fantastic how much time a well designed system can save your organization.
  • Tracking deal stages is very simple and what is nice is now actionable which certainly keeps you on your toes to close the net deal.
  • One of my issues with Pipedrive over the years has been their UI/UX. It has improved, but I think they can still do better (as most companies can). I find it can be more intuitive. The information is all there. but can sometimes seem a bit cluttered.
  • Sometimes I feel that there is too much functionality that can be overwhelming to a new user. I like that it is all there, but I feel it can be introduced to a user in a better format.
  • More customization of the fields to for for different organizations.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 1 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Stephen Steinberg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Visually displaying the Pipeline
  • Reporting the sales efficiency of moving between stages of a Pipeline
  • Customizing a pipeline to your exact needs
  • Automation within the platform, even with the higher tiers, is lacking
  • Not as many native API integrations into other platforms as other CRMs on the market
  • Their visual pipeline is great, but if you want to work within a spreadsheet-like system (ie managing customers or organizations within the system), it's time consuming
Brett Eskelson | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • Customization was very intricate.
  • Great cost, a fraction of Salesforce.
  • Customer support was helpful.
  • Not as automatic as Salesforce, lots of manual work.
  • Integrations sometimes had a bit of trouble.
  • Took some users time to get the hang of it.
September 12, 2019

Excellent Results

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Great user experience dashboard.
  • Visible and easy to read where all leads currently stand.
  • Shortens the length of the sales cycle.
  • Continued integrations.
  • More charting/reporting.
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