Looking for a killer sales CRM? Read on for our in-depth Pipedrive CRM review — we’ll cover pros and cons, plans and pricing, key features, its reputation and use cases, and how it compares to other top CRM solutions. Get everything you need to help make an informed decision on whether Pipedrive is the CRM for you.
Pipedrive Pricing
The Pipedrive pricing plans are super competitive, starting at just $14.90, with 5 to choose from and the ability to add bonus features for an additional fee. Here’s a quick breakdown of your options:
Essential | Advanced | Professional | Power | Enterprise | |
Starting Price | $14/user/month | $34/user/month | $49/user/month | $64/user/month | $99/user/month |
User Limit | ❌ | ❌ | ❌ | ❌ | ❌ |
Free Trial Period | 14 days | 14 days | 14 days | 14 days | 14 days |
Collaboration | ✅ | ✅ | ✅ | ✅ | ✅ |
Lead Management | ✅ | ✅ | ✅ | ✅ | ✅ |
Opportunities Management | ✅ | ✅ | ✅ | ✅ | ✅ |
Lead Scoring | ✅ | ✅ | ✅ | ✅ | ✅ |
Automations | ❌ | 30 per user | 60 per user | 90 per user | 180 per user |
Team Collaboration | ❌ | ❌ | 2 teams per company | 10 teams per company | Unlimited teams per company |
Integrations | 400+, including Automate.io and Leadfeeder | 400+, including Kixie and Google | 400+, including PandaDoc and Zapier | 400+, including Slack and QuickBooks | 400+, including Microsoft Teams and Trello |
Support | Chat and email | Chat and email | Chat and email | Chat, email, and phone support | Chat, email, and phone support |
Pipedrive’s Key Features
The more a CRM does, the fewer tools you’ll need to invest in. For our Pipedrive review, we found that it offers several invaluable features to sales teams. Let’s review some of the top features below.
Automation
Salespeople spend 66% of their day on admin tasks — making automation vital. With Pipedrive, you can automate practically any task. The one-click data collection is particularly impressive for gathering information about your contacts.
Pipedrive also has an AI Sales Assistant that analyzes your deals, contacts, and emails to offer unique insights to close more deals. We liked how it gave recommendations on the best metrics to track and found it became more personalized the more we used the assistant.
Pipedrive also offers email campaign automation. That said, we found that CRMs like Salesforce offer in-built assistants that are both client-facing and provide insights behind the scenes.
For example, it can detect customer signals on calls, like objections, and offer insights into your client’s buying processes. So, while Pipedrive does provide a LeadBooster Chatbot for lead nurturing, this is an add-on (at $39/month).
If you’re after a conversational AI built-in, then we recommend you skip ahead to the best Pipedrive alternatives.
Lead Management
We were also impressed by Pipedrive’s lead management software. With the intuitive database, we could easily create and customize several sales pipelines at once and easily review them and our tasks with color-coded cues for each activity.
You can also add color-coded labels to each lead or deal to help your team easily identify the right data when they need it. You’ll also get deal rotting notifications, so your teams can step in on any deals that are slipping through the cracks.
Pipedrive’s drag-and-drop deal management capabilities make it easy to manage and move deals on the board, too. However, this can be a bit less intuitive and more tricky to use the more deals you have on the board. We found it similar to Monday CRM.
We particularly liked Pipedrive’s Smart Contact Data feature, though. With it, you can use to collect lead information with a single click and you, of course, get added lead generation support with the LeadBooster chatbot we discussed above.
Customizable Reports
We loved how Pipedrive’s sales reports are fully customizable. Based on real-time data, you can use them to track key metrics and add custom ones that are unique to the needs of your business.
Their customizable reports include deal tracking, leads reporting, conversions, and revenue forecasts — providing you with an in-depth look at your sales activities and performance.
You can easily filter and group results to help you drill down into a particular metric, too. We also liked the variety of visual representations available for each dataset — you can select the graph or chart that works best for interpreting and presenting your data.
Note — you get access to customizable reports on every plan.
Smart Docs
From quotes to contracts, there are several documents sales folks need to stay on top of when juggling leads and deals. With the Smart Docs feature, you can centralize the entire documentation process.
You can automate document creation, send trackable quotes, proposals, and contracts, receive digital signatures, and set notifications for when customers have opened and signed any docs.
We liked how intuitive and easy this feature was to use — thanks to capabilities like the auto-fill feature that we used to automatically add data from our database onto any documents.
One downside? This feature is only built into the Professional, Power, and Enterprise plans. However, Essential and Advanced plan users can purchase it as an add-on.
Pipedrive Integrations
Pipedrive offers over 400 integrations with every plan. From customer support to lead generation, you can easily integrate them with Pipedrive. Popular ones include Slack, Zoom, and Hubspot.
You can also build custom integrations using the Pipedrive API. That said, while Pipedrive offers many integrations, and unlike most, these are included with every plan, some providers offer even more.
For example, Salesforce offers an impressive 1,000+ integrations — making them an ideal choice for larger businesses that rely on a complex array of tools.
Pipedrive reviews boast of how easy Pipedrive is to integrate with other tools; however, some note the lack of intuitive customizability and mention particular difficulty with the Hubspot integration.
Pipedrive Customer Reviews
We had a look at some Pipedrive reviews to see what users are saying about the platform. Currently, Pipedrive is rated 4.2 stars by 1,721 reviewers on G2 and 4.5 by 1,641 reviewers on Trustpilot.
Online reviewers note how usable Pipedrive is. Reviewers remark that the platform can be mastered in a matter of hours, avoiding the steep learning curve that comes with other CRMs on the market.
Users also say they love how seamless it is to manage, automate, and optimize their sales processes. They like how they can efficiently build multiple sales pipelines across desktop and mobile.
However, some users report integration issues in their Pipedrive reviews — particularly with Zapier and Hubspot. They also say that their reporting and analytics features could be more robust.
What is Pipedrive Good for?
Pipedrive is a great CRM for sales teams looking for a CRM to help optimize their sales processes. Sales teams can easily:
- Set up and customize their pipelines
- Track calls, emails, and deals
- Review sales activities
- Automate their workflows
Known for its incredibly usable, color-coded interface, it’s a top choice for anyone looking for an easy-to-use sales CRM. It’s also a great choice for teams looking for impressive functionality on a budget. One downside? Pipedrive isn’t a free CRM like HubSpot.
That said, if you’re looking for more integrations and greater customization options, we’d suggest Salesforce — although, as one of the market’s very best sales CRMs, it comes at a higher cost and has a steep learning curve.
Pipedrive vs Top Competitors
While Pipedrive CRM software is specially tailored to sales teams and has a number of great features to help manage leads and deals, the competition is stiff. Here’s an overview of how Pipedrive compares to the top Pipedrive alternatives:
Pipedrive | Salesforce | Monday CRM | HubSpot | Act! | Oracle Netsuite | |
Best For | Sales teams + those on a budget | Larger businesses | Collaboration | All-in-one CRM for marketing, content, sales, customer services, and ops | Small businesses | Enterprises |
Starting Price | $14./user/month | $25/user/month | $8/user/month | $20/user/month | $22/user/month | $99/user/month |
Free Version | 14 days | 30 days | ❌ | 14 days | 14 days | 30 days |
Compatibility | Android, iOS, Mac, Windows | Android, iOS, Mac, Windows | Android, iOS, Mac, Windows | Android, iOS, Mac, Windows | Android, iOS, Mac, Windows | Android, iOS, Mac, Windows |
Top 3 Features | AI Sales Assistant, document automation, Advanced Lead Management | Generative AI, advanced custom reports, grade-A support | Custom dashboards, no-code automations, automated content generation | Lead Chatbots, unlimited data + 1,000,000 contacts, automated insights | Interactive dashboards, offline and online access, digital marketing features | Hierarchical dashboards, sales forecasting, accounting + inventory management integrations |
Pipedrive vs HubSpot
The main difference between Pipedrive and Hubspot is that Pipedrive is a sales CRM specifically tailored to sales teams, with features like pipeline management, lead qualification and generation, and automated workflows that trigger when deals hit a certain stage.
While Pipedrive offers 400+ integrations, Hubspot far exceeds this with over 1,500 integrations. While this is far more than any small-to-midsize business would ever need, the flexibility is there for larger businesses.
While Pipedrives offers an affordable starter plan, they don’t currently offer a free plan. Hubspot does. However, Pipedrive’s higher-level plans are far more affordable — Hubspot’s Professional plan costs a whopping $890, for example.
Both are among the best CRMs for small businesses.
Pipedrive vs Monday
Both Pipedrive and Monday shine when it comes to usability with their intuitive interfaces that let you easily manage several pipelines via the simple drag-and-drop centralized dashboards.
That said, Pipedrive has the edge with automation. You’ll get email automations and an AI Assistant that’ll analyze your deals and activities and offer recommendations on how to close more deals.
However, Monday is a super affordable CRM with a free plan. The highest plan costs $16. Pipedrive starts at $14, making Monday undoubtedly a solid option for smaller businesses.
Monday is also best for small businesses when it comes to customer support. While phone support is offered with Pipedrive’s higher plans, each Monday plan offers in-person and live online support.
Pipedrive vs Salesforce
Pipedrive lets you easily manage and review your sales workflows. However, while Salesforce is more complex to set up and use, the higher-end plans offer more advanced, customizable features.
These include advanced reporting, code-free app building, and collaborative forecasting to predict sales performance. Salesforce also offers 3,000+ integrations, whereas Pipedrive offers 400+.
This makes Salesforce great for larger businesses with a sizeable tech stack. Beyond this, Salesforce is slightly more expensive, with the basic plan coming in at $25 and their top-tier plan hitting $300.
In comparison, Pipedrive’s Essential plan costs just $14.90, and the Enterprise plan currently sits at $99. In addition, prices differ when it comes to bonus features.
For example, workflow automations start from just $34 with Pipedrive, compared to Salesforce’s $150 starting price point. This makes Pipedrive a better choice for businesses on a budget.
Verdict – Is Pipedrive Worth it?
With an intuitive, drag-and-drop interface and a ton of features for lead and deal management, Pipedrive delivers a great CRM at an affordable price point — without the learning curve of other CRMs.
However, if you’re looking for a platform with near-unlimited integration capabilities, then you may be better off looking at something like Salesforce.
How We Test CRM Services
For the past 13+ years, we’ve tested hundreds of the best tech tools on the market — becoming a leading source of insights and advice on the best software for our readers.
We review and test each of the best CRM tools on the market — exploring workflows and user management, usability, customization, integrations, and automation.
To give you a well-rounded look at each solution, we also provide insights into user reviews from multiple sources.
How to Choose the Best CRM Solution
When looking for a CRM, there are a few things you should always consider. From price to customer support, it’s important to factor in every aspect of a tool and company to find the best fit for your team.
First and foremost, you need to factor in your budget and your chosen CRM’s price point. When considering the cost, consider the feature-to-price value.
Consider baseline costs and the costs of any add-on features, and weigh up how the price is impacted by key considerations such as the number of users, data storage, and the level of customer support.
Next, consider whether the plan you can afford offers the features you need. Note the functionality that’s important to you — such as workflow automations, contact management, and pipeline management and customization.
Double-check to see whether any important features are limited to the higher-level plans. For example, in the case of Pipedrive, features like phone support and advanced reporting and customization are only available with their higher-level plans.
Reflect on how scalable the platform is and whether the added functionality you’ll need as you grow can be facilitated by your provider.
Will the CRM be able to accommodate more users, teams, leads, and complex workflows as you grow? Look for a CRM that’s flexible and can accommodate additional features, users, and data as needed.
A good way to measure how easy a CRM is to use is to read online reviews (just like this one) that explore the usability of each platform and what customer reviews have to say.
Also, factor in the onboarding and support available. For example, are customers assigned their own reps, or do they have access to online videos that explore how to get the most out of the CRM?
We always suggest making use of any free trials, plans, or money-back guarantees as well, as this will give you a good idea of how easy the CRM is to use and implement.
Next, consider which integrations you need. Luckily, the best CRM apps offer hundreds of integrations. However, if integrations are a key consideration for you – be sure to note the vast differences in integration options with each provider.
For example, Salesforce supports over 3,000 integrations — compared to Pipedrive’s 400+. Beyond this, with some, certain integrations are limited depending on your plan.
You’ll want to consider the support hours and channels available with your desired provider. Common CRM support options include phone support, digital learning hubs, live chat, or in-person support.
Be sure to opt for a service that has a solid reputation for offering helpful support when its users need it.
FAQs
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References
- Salespeople Spend 66% of Their Day on Admin Tasks (Zety)
- What is an API? (FreeCodeCamp)