Pipedrive Review: Is It Right for Your Business?
This article is part of a larger series on CRM.
Pipedrive is one of our most recommended customer relationship management (CRM) systems for small businesses. In our evaluation of the best CRMs, Pipedrive scored high in general features and ease of use. We scored Pipedrive lower in some areas, particularly pricing—as it doesn’t offer a free plan—as well as specialized features, as it lacks a lead scoring tool.
What We Like
- Easy-to-use visual sales pipelines
- Features an artificial intelligence (AI)-powered sales assistant
- Extensive third-party software integrations
- 24/7 chat and email support across all plans
- Does not offer a free plan
- Lead generation tools cost extra
- Calling features are only available in higher tiers
When to Use Pipedrive
- Teams using Slack for collaboration: Pipedrive is our #2 pick for Slack-integratable CRMs
- Teams using Outlook for emails: Pipedrive is our #2 choice for CRMs that can be integrated with Outlook
- Agents needing robust sales automation: Pipedrive is one of our top picks for the best sales automation tools
- Users needing a HubSpot alternative: Pipedrive is one of our top choices in our guide for the best CRM alternatives to HubSpot
When to Use an Alternative
- Users with ecommerce stores: Check out this guide for top CRM options to manage your online store
- Teams needing a free CRM: Check out CRM alternatives that offer free subscription plans
Pipedrive is a CRM system that offers visual pipelines and sales process automation. Its key features include lead and deal management, communication tracking, activity and deal reports, and an artificial intelligence (AI)-powered sales assistant. It is best for sales professionals and teams that need an easy-to-use CRM with visual sales pipeline tools.
Pipedrive Deciding Factors
Supported Business Types
Small businesses to enterprise companies based on their chosen plan
$14.90 per user, per month to $99 per user, per month
Monthly and annual pricing plans are available
24/7 chat and email support across all plans; phone support for the Enterprise plan
Are you interested in learning more about the best CRM platforms for your organization? Check out our guide on the best CRMs for small businesses.
If Pipedrive doesn’t meet your business needs, below are some alternatives you can consider:
Businesses that need a robust free CRM with advanced email marketing tools
Teams that need a scalable CRM with a feature-rich, in-app telephony
Businesses that want an affordable CRM with excellent analytics tools
Offers a free plan while paid plans start at $30 per month for two users
Offers a free plan while paid plans start at $15 per user, monthly
Offers a free plan while paid plans start at $14 per user, every month
Pipedrive earned a pricing score of 4.5 out of 5 in our evaluation. Pipedrive pricing has four paid plans ranging from $14.90 to $99 per user, monthly. All the tiers offer basic contact and deal management, deal and activity reports, visual dashboards, an artificial intelligence (AI)-powered assistant, mobile apps, and 24/7 customer support. Sign up for a 14-day free trial to explore its features and capabilities.
Small sales teams
Growing sales teams
Large companies and enterprises
(minimum of 10 users)
24/7 Customer Support
Chat and email
Chat and email
Chat and email
Chat and email plus custom onboarding
Contact, Lead & Deal Management
Deal & Activity Reports
Mobile Apps (iOS & Android)
Quotes, Proposals & Contracts
- LeadBooster (lead generation tool set): Starts at $32.50 per company, per month
- Web Visitors (web tracking and lead ranking): $41 per company, per month
Pipedrive basic plan comes with tools for managing contacts, organizations, deals, visual pipelines, meetings, sales activities, and user access. It also allows you to customize fields and pipelines, import and export data, as well as merge duplicate entries. You can automatically link and forward emails associated with contacts and deals to Pipedrive. Aside from that, you can see your contacts’ location on Google Maps and attach files to emails and deals.
The Essential plan’s basic reporting features include insights on deals and activities, a shareable visual dashboard, and goal tracking for individuals and the company. This tier also provides an Application Programming Interface (API) access to develop custom features or modules not included in your CRM software. You can use APIs to pull financial data from an accounting app, store requests for proposals, and calculate sales commissions.
When you upgrade to Pipedrive’s Advanced plan, you get additional features, such as product catalogs, two-way email sync, customizable emails and templates, and email tracking. In addition, you can send trackable quotes, proposals, and contracts. This tier also unlocks workflow automation features, single sign-on (SSO) login, and recurring revenue reports.
Pipedrive’s Professional tier adds bulk emailing, e-signatures, in-app calling, and company-wide document sharing on top of the features included in the Advanced plan. It also has additional reporting capabilities like custom fields and reports, sales revenue forecasting, unlimited visual dashboards, and team goal management.
The two higher tiers of Pipedrive’s plans feature more advanced privacy and security features. You get a security dashboard where you can monitor your account’s user access and security-related activities. You can choose to add stricter login rules like time-based access restrictions and password expiration. You can also receive alerts about suspicious logins and data leaks, and see all of your team’s deals, contacts, and product inventory.
Pipedrive’s highest tier has the same inclusions as the Professional tier, plus custom onboarding and support access. It also offers 100 workflow automations, higher than the 60 automations offered in Professional. Furthermore, you can customize an unlimited number of permission sets for different user access levels.
Pipedrive offers features that simplify your sales team’s processes and communications. It helps you sort and narrow down the deals using filters and labels to determine which ones you need to prioritize. It also tracks your opportunities and sales activities to find patterns that improve your performance. Plus, it is equipped with privacy and security features to protect your business data.
We gave Pipedrive features a score of 5 out of 5. Pipedrive’s core features include tools for managing deals, leads, contacts, and organizations. You can import and export your CRM data from a spreadsheet or another CRM system. It also allows you to create a customizable catalog of your company’s products and pricing. Its deal rotting feature notifies you when a deal stays in a stage longer than a defined time period to ensure no leads fall through the cracks.
- Deal and lead management
- Contact and organization management
- Customizable pipelines
- Custom fields
- Products catalog
- Deal rotting
Pipedrive earned a score of 3.5 out of 5 for its specialized features as we saw some areas that need improvement, such as the limited availability of multiple sales pipelines to expensive tiers. As this feature is crucial, we would like to see it across all plans. Meanwhile, some of the standout features we like include customizations, automations, artificial intelligence (AI) tools, and pipeline management.
With Pipedrive, you can view your contacts’ history of linked deals, communications, and activities. It notifies you when your customer opens your email or document so you can follow up with them at the right time. Furthermore, it allows you to share your availability for a meeting, see upcoming sales activities, and find nearby contacts using Google Maps.
Pipedrive’s calling feature enables you to make outbound calls directly from your CRM. It automatically logs your call as an activity under the relevant contact. You can also enable call recording and download the recorded file.
Here are some functionalities under Pipedrive’s activity tracking feature:
- View activity and communication history of contacts and organizations
- Email and sales document tracking
- Caller history
- Meeting scheduler
- Calendar view and activity management
- Contacts map
Pipedrive’s AI-powered sales assistant, called Smart AI, provides you with insights and advice to help streamline your sales process and win more deals. Through the tool, you can track email opens, keep tabs on community discussions, receive activity reminders, and get personalized productivity tips.
Pipedrive’s algorithms process large volumes of sales data, acting like machine learning applications. By analyzing these insights, its AI assistant helps you in every step of the sales cycle, from prioritizing leads more effectively to closing deals.
Here are some functionalities under Pipedrive’s AI-sales assistant feature:
- Performance analysis
- Sales forecasting
- Deal progress updates
- Notifications on insights and recommendations
Pipedrive’s Smart Docs feature allows you to send trackable quotes, contracts, and 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.
Here are some functionalities under Pipedrive’s document management feature:
- Smart Docs (trackable quotes, contracts, and proposals)
- Auto-filled templates
- Google Drive and OneDrive integration
- Company-wide sharing of documents and templates
- Unbranded sending and signing
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.
The Smart AI sales assistant automatically gives suggestions on what to do next and how to improve based on your past performance. Pipedrive also has a smart contact data feature that automatically displays valuable insights about leads from the web and social platforms.
Here are some functionalities under Pipedrive’s work automation feature:
- Workflow automation
- Smart contact data
- Activity reminders
Pipedrive offers mobile 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. It also 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.
Here are some functionalities under Pipedrive’s mobile app:
- Android and iOS apps
- Caller ID linked to deals and activities
- Web-to-mobile calls
- Automatic call logging
- Client location on maps
- Contacts and calendar sync with Google and Microsoft
- Google Drive sync
- Chrome extension for Gmail
Pipedrive has integration capabilities with many third-party applications, giving you the ability 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:
- HubSpot CRM
- Google Analytics
- Nice Reply
We scored Pipedrive 3.5 out of 5 for its customer support. Pipedrive offers 24/7 customer service via email and chat across all plans. Only the Enterprise plan has phone support.
You can also submit a support ticket when you are logged into your Pipedrive account. Just click on the Quick Help question mark icon and start a conversation with the support team via chat. Aside from that, you can learn from sales and marketing experts in Pipedrive’s community forum. There’s also a knowledge base for self-help resources on how to set up and configure Pipedrive.
We scored Pipedrive a perfect 5 out of 5 as Pipedrive is easy to learn and use, even for beginners. It has a clean, simple layout, plus the configuration options are not overwhelming. All your menu options are visible at a single glance, so you don’t need to select multiple actions to achieve a certain task. You can also migrate your data from another CRM with a single click. Its drag-and-drop functionality makes it easy to customize pipelines and dashboards.
We gave Pipedrive a score of 5 out of 5 in this area. Most Pipedrive users like its simplicity, intuitiveness, and visual sales pipelines. They also appreciate its reporting capabilities, workflow automation, and customizability. Some users said its email management features could be buggy at times, especially on the mobile app. Others mentioned that the lack of its free plan prevents businesses from trying out its features extensively as the free trial is not enough.
As of the date this article was written, it has earned the following scores from the most popular review sites:
- Capterra: 4.5 out of 5 based on 2,450 reviews
- G2: 4 out of 5 based on 1,554 reviews
- Gartner: 4.3 out of 5 based on 313 reviews
- TrustRadius: 8.5 out of 10 based on 368 reviews
Methodology: How We Evaluated Pipedrive CRM Reviews
To evaluate Pipedrive against other CRM systems, we test each system ourselves. We look at crucial areas, such as pricing, the core set of features every CRM should have, as well as the level of customer support and ease of use.
Click through the tabs below for our Pipedrive review evaluation criteria:
10% of Overall Score
Cost is typically an important criterion for any business, so it was one of our considerations when evaluating the cost-effectiveness of Pipedrive. We usually give a high score to providers that offer a starter plan that costs $30 or less. We also check the availability of a free plan, scalable pricing options, and options to pay monthly or annually.
10% of Overall Score
We looked at overall features we feel are necessary in any CRM system, such as integration options, reporting, and analytics tools. We also took into consideration the availability of a mobile app.
30% of Overall Score
We also looked at the niche and targeted features of the software to see the value a user can get by subscribing. For Pipedrive, we checked if they offer specialized features such as lead scoring, workflow automation, and analytics.
15% of Overall Score
We evaluated Pipedrive’s platform usability and the level of technical experience needed to use the system. This was analyzed in terms of the expertise needed to set up an account, the learning curve to use its features, and the ease of integrating with other third-party applications.
20% of Overall Score
Support is a critical part of running any CRM system, especially for small businesses that don’t have in-house technical support. We analyzed the types and availability of support offered by these providers through live chat, email, and phone.
15% of Overall Score
We looked through existing customer reviews on credible sites to measure the level of satisfaction current users have and any problems they typically encounter. We also added our thoughts and expert opinion on key features, value for money, and popularity.
Pipedrive Frequently Asked Questions (FAQ)
Pipedrive can be used by many businesses—from small businesses to enterprise teams. However, those who will benefit best are businesses that need robust sales automation tools, and those that use Slack and Outlook.
Users should consider a Pipedrive alternative if they want access to a robust in-app phone in their CRM, even on low-tiered plans. Freshsales is known to have a feature-rich, in-app phone, which is also accessible to the subscribers of its free plan.
In addition, users who want a provider that offers a free plan should also consider other providers, instead of Pipedrive. HubSpot CRM can be considered an alternative as it tops our list of the best free CRMs for small businesses.
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. Visit Pipedrive’s website to sign up for a 14-day free trial.