Pipedrive is one of our top recommended customer relationship management (CRM) systems for small businesses because of its sales automation, lead management, and reporting capabilities. This platform also gives users AI-powered recommendations for performance improvement, earning it an overall score of 4.32 out of 5. It’s best for small teams and businesses that need a sales-focused CRM with easy-to-use automation.
Pros
- Excellent lead and deal management tools with sales tracking capabilities
- Robust pipeline customization for every stage
- Easy-to-use visual sales pipelines
- Features an artificial intelligence (AI)-powered sales assistant
- Extensive third-party software integrations
Cons
- Does not offer a free plan, only a 14-day free trial
- Strictly a sales-focused CRM; does not offer marketing and service automation tools
- Ecommerce features are limited to product catalog; does not include inventory management and payment processing
- Web-to-mobile calls are locked in with the Advanced plan ($34 per user monthly)
- Lead generation, web tracking, and email campaign tools cost extra (starting at $6.70 per user monthly)
Recommended For
- Companies needing a CRM for tracking sales goals: All of Pipedrive’s plans come with an Insights feature that lets you create and track deal goals with specific metrics and frequency. You can also monitor goals for multiple pipelines.
- Businesses seeking a highly customizable CRM: Pipedrive offers robust pipeline customization capabilities, letting you manage unlimited sales processes and implement complete customization of every pipeline stage. This makes it a great fit for businesses with unique operational needs.
- Small teams looking for a simple CRM for basic sales automation: Pipedrive has a simple and intuitive user interface with drag-and-drop functionality. It also has robust yet easy-to-use automation tools, plus data visualization tools that make it easy to understand sales reports.
Not Recommended For
- Solo users and small teams needing a free CRM: Pipedrive offers a free plan for 14 days and a low-cost starting price of $14 per user monthly. However, it does not have a freemium plan.
- Revenue operations teams looking for an all-in-one CRM: All-in-one CRMs are ideal for managing operations since they generally offer sales, marketing, and customer service tools in one platform. Pipedrive, however, is a sales-focused CRM that mainly offers tools for sales automation and lead generation.
- Online businesses seeking a robust ecommerce CRM: This platform has a built-in product catalog for tracking the items you sell, as well as their cost, price, and description. However, it does not have expanded ecommerce features, such as inventory management, payment processing, and online ads management.
Pipedrive Pricing at a Glance Based on annual pricing on a per-month basis; monthly pricing is available at slightly higher rates.
- Essential: $14 per user
- Advanced: $34 per user
- Professional: $49 per user
- Power: $64 per user
- Enterprise: $99 per user
- Free trial: 14 days
More Pipedrive Resources
- 10 Best Personal CRM Software: Pipedrive has a drag-and-drop interface great for visualizing personal timelines. It also has robust contact tracking and planning tools, plus reporting capabilities for sales activities, deals, and goals.
- Best AI CRM: This platform is equipped with an AI Sales Assistant which provides tips for improving sales performance, deal status updates, and user notifications. It also offers an AI email generator, email summarizer, and smart app recommendations.
- Best Google CRM: Pipedrive has broad integration capabilities for Google apps, including Gmail, Meet, calendar, Contacts, Ads, Drive, and Tasks. You can also use chatbots and web forms for lead generation.
We gave this platform 4.3 out of 5 for user reviews since it generally has positive comments on its features, value for money, and ease of use. Based on Pipedrive reviews online, most users like its simplicity, intuitiveness, and visual sales pipelines.
They appreciate its reporting capabilities, workflow automation, pipeline customizations, and wide integration options. Plus, they find its AI recommendations to be very helpful in improving their productivity. At the time of this publication, we noted a variety of ratings on popular user review sites.
- G2: 4.3 out of 5 based on 1,947 reviews
- Capterra: 4.5 out of 5 based on 2,977 reviews
- Google Play: 3.2 out of 5 based on 3,338 reviews
- App Store: 3.7 out of 5 based on 507 reviews
In less favorable Pipedrive CRM reviews, some users wished for a free plan and more affordable email integration capabilities. These are locked in with the Advanced plan ($34 per user monthly).
Others noted that its simplicity could be a drawback for businesses managing complex sales workflows and those requiring in-depth project management features. A few mentioned flaws in its mobile version, saying it lacks the intuitiveness of its cloud-based app.
Yes, we definitely would use Pipedrive for its easy sales automation and lead management features. We gave it an expert score of 4.5 out of 5 based on our research and hands-on experience using its free trial and demo accounts.
While it lacks a freemium option, it offers affordable and scalable pricing ranging from $14 to $99 per user monthly. Special add-ons like lead generation tools and web tracking, however, can be expensive.
Pipedrive is very easy to use because of its clean interface design, drag-and-drop functionality, and single-click navigation to the main features of the home dashboard. All plans include lead and deal management, a unified inbox, and AI-powered performance-based recommendations. That said, we recommend this platform for small businesses and sales teams that source leads from web forms and live chat rather than cold calls and emails.
Pipedrive Alternatives
If after reading this Pipedrive review you’re still unsure if it’s the right fit for your business, consider similar providers. The table below gives you an overview of the best Pipedrive alternatives.
Software | |  |  |  |  |
|---|---|---|---|---|---|
Best For | Lead management | Advanced marketing | Omnichannel sales | Social media management | Mobile sales |
Key Features |
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Free Plan | ✕ | ✓ 5 users | ✓ 3 users | ✓ 3 users | ✕ |
$14.90 to $99 per user | $15 to $150 per user | $9 to $59 per user | $14 to $52 per user | $19 to $169 per user | |
Free Trial | 14 days | N/A | 21 days | 15 days | 14 days |
Learn More |
Pipedrive pricing earned a score of 4 out of 5 in our expert evaluation. Pipedrive has five paid plans ranging from $14 to $99 per user monthly. All the tiers offer basic contact, lead, and deal management, deal and activity reports, visual dashboards, an AI-powered assistant, mobile apps, and chatbot support. Sign up for a 14-day free trial to explore its features and capabilities.
Pipedrive Plans | Essential | Advanced | Professional | Power | Enterprise |
|---|---|---|---|---|---|
Best For | Setting up simple sales processes | Email management and customizable automations | Advanced reporting, pipeline management, and lead routing | Team collaboration and project management | Enterprise-level pipeline management, customization, and reporting |
Annual Pricing per Month* | $14 per user | $34 per user | $49 per user | $64 per user | $99 per user |
Contact, Lead, and Deal Management | ✓ | ✓ | ✓ | ✓ | ✓ |
AI-powered Recommendations and Marketplace Search | ✓ | ✓ | ✓ | ✓ | ✓ |
Email Templates and Email Open Tracking | ✕ | ✓ | ✓ | ✓ | ✓ |
Automations | ✕ | ✓ | ✓ | ✓ | ✓ |
Smart Docs With E-signatures | ✕ | ✕ | ✓ | ✓ | ✓ |
AI-powered Email Creation and Summarization | ✕ | ✕ | ✓ | ✓ | ✓ |
Revenue Forecast Reports | ✕ | ✕ | ✓ | ✓ | ✓ |
Project Management | ✕ | ✕ | ✕ | ✓ | ✓ |
Unlimited Deals, Reports, and Custom Fields | ✕ | ✕ | ✕ | ✕ | ✓ |
Security Access Rules | ✕ | ✕ | ✕ | ✕ | ✓ |
*Pricing is based on annual billing on a per-month breakdown of the plans. We update Pipedrive CRM pricing information regularly but encourage readers to check current pricing. | |||||
Pipedrive Pricing Add-ons
- LeadBooster Lead generation tool set includes chatbots, live chat engagement, prospecting tools, web forms, and a meeting scheduler. : Starting at $32.50 per company monthly
- Web Visitors Tracking Web tracking and lead ranking. : Starting at $41.00 per company monthly
- Campaigns Customizable email campaigns. : Starting at $13.33 per company monthly
- Smart Docs Send trackable quotes, proposals, and contracts; free with Professional or Enterprise plan subscription. : Starting at $32.50 per company monthly
- Projects Project and task management. : Starting at $6.70 per user monthly
In this Pipedrive CRM review, we gave this platform’s general features a score of 4.75 out of 5. Its core features include contact and lead management, reporting and analytics, CRM customizations and automations, and email management. We also examined its integration options and the quality of its mobile app.
Contact & Lead Management
Pipedrive provides users with a centralized database for contact, company, lead, and deal records. Users can bulk import records from a spreadsheet, organize deals using color-coded labels, create custom catalogs of products and services, and receive alerts for deals that stay longer within a defined rotting period. Its Leads Inbox serves as storage for leads generated from chatbots, live chat, and web forms.
Reporting & Analytics
Pipedrive’s Insights feature includes an interactive dashboard that makes it easy for sales reps to create custom reports, filter results, and interpret visual data. Sales managers can also use it to track team performance, uncover sales patterns, and share reports with stakeholders with just one click. Other notable functions under these features are sales goal tracking, revenue forecasting, recurring revenue reports, and deal velocity reports.
Automation & Customization
Pipedrive helps you eliminate repetitive manual tasks and streamlines your team’s sales processes with automated workflows.
These include sending personalized sales emails, creating a new deal when a contact is added, and transferring ownership of a task when a deal is moved to another stage. You can also choose to receive push notifications to remind you of an upcoming activity.
You can tailor Pipedrive processes and activities according to your unique business needs. This platform allows you to customize pipeline stages, create custom fields, add multiple currencies, or connect it with other software to expand its capabilities.
Moreover, its feature switching capability lets you turn off product modules you don’t need. This helps optimize your sales processes and improve pipeline visibility.
Email Management
Using Pipedrive’s email inbox, users can send and receive work-related emails and send bulk emails to up to 100 contacts. Its email scheduling feature allows you to send emails during off-work hours to customers in different time zones.
You can also send more emails in less time by leveraging ready-made email templates and auto-populating them with contact data. Plus, you can receive notifications each time a prospect opens your email or clicks on a link you sent.
Pipedrive email templates (Source: Pipedrive)
Integrations
Pipedrive has integration capabilities with many third-party applications, allowing you to synchronize all your customer data into the platform. These include tools for email marketing, document management, project management, analytics, live chat, and accounting.
Some of its most popular integrations include Zapier, QuickBooks, and Mailchimp.
- Surfe
- Zapier
- Mailchimp
- Dealbot for Slack
- Microsoft Teams
- DocuSign
- QuickBooks
- Asana
- Facebook Messenger
- Pipedrive for Outlook
Pipedrive integrations (Source: Pipedrive Marketplace)
Mobile App
Pipedrive offers mobile CRM apps for both Android and iOS devices. The app allows you to access and update records of your contacts, deals, and activities. You can also see your upcoming calls and meetings, search for information, and take notes.
Plus, it lets you make calls by tapping a contact, see the caller ID on incoming calls, and locate nearby contacts. In addition, you can add Google Drive files or create new ones directly within the CRM.
Pipedrive mobile app key features (Source: App Store)
Pipedrive earned a score of 3.75 out of 5 for its specialized features as some are limited to higher tiers or require added fees. These features include project management, meeting scheduler, document management, and AI-powered email tools. Niche features that are available across all plans include AI tools and security settings for visibility, user access, single sign-on, two-factor authentication, and permission sets.
Pipedrive AI
Pipedrive’s AI-powered Sales Assistant helps you track email opens, keep tabs on community discussions, receive activity reminders, and get personalized productivity tips. It also assists in creating emails based on customized prompts. Other AI-powered features include smart-app marketplace search, performance analysis, sales forecasting, and deal progress updates.
Pipedrive AI key features (Source: Pipedrive)
Project Management
Use Pipedrive’s project management module to transition a closed deal into a project. You can map out complex projects, create to-do lists with tasks and subtasks, and collaborate with teammates on the progress of projects.
Its intuitive Kanban board makes it easy for you to monitor and update project status in real time. Plus, you can link projects to open deals or to any contact or organization in your database.
The Pipedrive Projects add-on with project detail view (Source: Pipedrive)
Meeting Scheduler
Schedule appointments with prospects and hot leads using Pipedrive’s meeting scheduler, which you can access from the email composer. You can use it to share your meeting availability, sync your calendars, and send automated calendar invitations and call reminders.
Whenever you send an email to a prospect, you can also paste your scheduler link within the message and invite them to book a meeting at a time that suits both of your schedules.
Pipedrive’s meeting scheduler embedded in an email (Source: Pipedrive)
Document Management
Pipedrive’s Smart Docs feature lets you send trackable quotes, contracts, and business proposals within the CRM. It also notifies you when the document is opened. You can remove the Pipedrive branding from any of your documents, attach e-signatures, and allow everyone in your organization to access these files. You can also auto-fill the templates with Pipedrive data to lessen manual copy-pasting errors and send quotes faster.
Pipedrive’s Smart Docs tool for document management (Source: Pipedrive)
Security
Pipedrive’s security features provide transparency of how and when your CRM data is accessed. You can set up permission sets to control what users can do in the platform and access pipeline visibility settings for groups within your organization.
Admin users of Enterprise subscriptions can view all user access information and security-related activities from a security dashboard. Other security features include two-factor authentication and single sign-on.
Pipedrive user permissions set (Source: Pipedrive)
In this Pipedrive review, we scored this platform 4.25 out of 5 for its customer support. All plans offer access to email and chatbot support, self-help resources, and personalized onboarding services. Live chat support is available during business hours (depending on the user’s timezone) starting with the Advanced plan at $34 per user monthly, while phone support is available for Power and Enterprise plan subscribers.
Essential | Advanced | Professional | Power | Enterprise | |
|---|---|---|---|---|---|
Online Help Center | ✓ | ✓ | ✓ | ✓ | ✓ |
Personalized Onboarding | ✓ | ✓ | ✓ | ✓ | ✓ |
Chatbot Support | ✓ | ✓ | ✓ | ✓ | ✓ |
Email Support | ✓ | ✓ | ✓ | ✓ | ✓ |
✕ | ✓ | ✓ | ✓ | ✓ | |
Live Chat Support | ✕ | Business hours | 24/5 | 24/7 | 24/7 |
Phone Support | ✕ | ✕ | ✕ | ✓ | ✓ |
We scored Pipedrive 4.69 out of 5 as it is easy to learn and use. It has a clean and simple layout that shows all menu options in a single glance. Data migration takes just one click, and the configuration options are not overwhelming.
Its drag-and-drop functionality makes it easy to customize pipelines and dashboards and offers templates for automations. Moreover, it is a highly scalable system that offers various tiers that can accommodate a growing business.
How We Evaluated Pipedrive
To evaluate this program against other CRM systems, we tested each platform ourselves. We examined major factors that affect the decision of product users. These included Pipedrive’s cost, general features, advanced or niche features, and the quality and availability of customer support.
We also looked at Pipedrive’s pros and cons, as well as up-to-date user reviews about this platform from credible sites. Our evaluation criteria reveal how we choose a CRM.
10% of Overall Score
Cost is one of the main factors that affect a customer’s choice of a CRM system. We give a high score if a provider’s entry-level plan has a monthly cost of $30 per user or less. In addition, the platform gets more points for offering a free plan or free trial, scalable plans, and both monthly and annual pricing options.
25% of Overall Score
We looked at overall CRM features that are essential to small businesses. These include contact and lead management, reporting and analytics, customizable pipelines, workflow automation, email management, data import/export, and third-party integrations. We also checked if the provider offers a mobile-friendly interface or a mobile app for sales reps who are in the field.
20% of Overall Score
We examined the advanced features of the CRM software to gauge the value for money its subscribers can get. Some of these specialized features are project management, meeting scheduler, document management, AI assistant, and security. We also considered whether these features were provided for free, available only with higher tiers, or offered for an additional fee.
15% of Overall Score
Support is crucial in operating any CRM platform, especially for small businesses or sales teams that don’t have the budget for in-house technical support staff. We checked if they offer 24-hour support and evaluated the types of support channels they offer. These include live chat, email ticketing, phone, and self-service tools.
10% of Overall Score
To assess ease of use, we checked if the provider has built-in templates or automations. We also searched reputable review sites to gauge general user sentiment regarding its learning curve and ease of setup. In addition, we considered its plan options to see if it is easily scalable.
10% of Overall Score
We scoured the most recent CRM software reviews on credible sites to know the level of satisfaction of their subscribers. This helped us determine the features of the product that they appreciate most and the common issues they encounter when using it. In addition, we tested the product and incorporated our expert opinion on its basic features, value for money, and ease of use.
10% of Overall Score
We tested the platform and explored its features and capabilities to compare our own experience with that of the majority of users. Doing this also allowed us to experience the program firsthand and assess its usability and value for money.
Frequently Asked Questions (FAQs)
Yes, Pipedrive integrates with spreadsheet files, such as Excel and CSV. This integration allows you to simultaneously add leads, deals, companies, contacts, products, notes, and activities to your CRM database.
Pipedrive and HubSpot CRM are both known for their high usability. Pipedrive is better than HubSpot CRM in terms of tools for managing sales leads and deals. It offers end-to-end solutions that include lead generation deal qualification. However, HubSpot CRM is a better fit for revenue operations teams looking for a CRM with sales, marketing, and customer service automation features.
Pipedrive and Salesforce are both highly customizable CRMs that offer tools for lead management, marketing, and AI-generated insights. Salesforce is equipped with more advanced sales automation and analytics tools, making it a better fit for enterprise companies. However, Pipedrive is the better option in terms of affordability and usability.
Bottom Line
Pipedrive is an easy-to-use CRM that offers a visual sales pipeline and tools for managing leads, contacts, deals, and activities. It also has a built-in dialer, email and document tracking features, and an AI-powered sales assistant. This platform is best for small sales-focused teams and businesses that need a CRM with solid lead management and automation capabilities. Visit Pipedrive to sign up for a 14-day free trial.
