Pipedrive CRM review July 2024: Deal management, integrations and more 

All rates and fees are current as of July 2024 and are subject to change.

Pipedrive

Base price:	Starting at $24 per user, per month*
Free trial length:	14 days
Free plan available:	No

Pros and Cons

Pros

• 400-plus CRM integrations
• Customizable pipelines on every plan
• Data import and export included
• Customizable reporting dashboards

Cons

• No AI tools until the Professional plan
• Lacks automations on the Essential plan
• No two-way email sync on the Essential plan
• Lacks email templates until the Advanced plan

Who is Pipedrive good for?

Pipedrive is an excellent CRM solution for small to medium-sized businesses (SMBs) that need basic CRM features, such as deal and contact management along with a wide range of integrations for specific use cases. It’s designed to work for many industries since the platform can be customized to meet a company’s needs.  Furthermore, it’s a great choice for teams that want to use ample automations in their sales process since the Professional plan and beyond includes artificial intelligence (AI) features that include an AI-powered sales assistant and AI email tools. Teams that don’t need AI features still enjoy over 400 integrations at a lower price point to customize the software.

Who shouldn’t use Pipedrive?

While Pipedrive is a good choice for many teams, those needing a free-forever plan should choose a different provider, such as HubSpot CRM or Zoho CRM. It’s also not a great fit for health care-related organizations that need Health Insurance Portability and Accountability Act (HIPAA) compliance as they are not advertised as being HIPAA-compliant.

Pipedrive service plan overview 

Pipedrive offers four pricing plans designed to meet the needs of startups to Enterprise teams. The best value for small to medium-sized teams is the Essential plan as it offers all the core CRM features a growing company needs, including up to 3,000 open deals, smart app recommendations, and a broad range of integrations. 

However, the Essential plan does not offer active automations, so it’s best for businesses that are more comfortable with handling sales processes manually. Teams that need robust automation rules and intricate customizations should opt for the Advanced plan or above. 

Best Pipedrive CRM plan for small businesses: Essential Plan 

Pipedrive’s Essential plan is the best value for businesses because it comes at a competitive price point and includes everything a company needs to track and close deals and foster collaboration with team members. It comes with deal and contact management tools, data import and export, and nearly any integration with third-party apps a team needs to customize their CRM solution.  

However, it’s important to note that the Essential plan does not include any automations or AI features. Businesses that want to incorporate automations into their sales workflow must choose the Advanced plan or above.  

Other services Pipedrive offers  

Aside from core CRM features, such as sales pipeline management and deal monitoring, Pipedrive offers a wide range of sales management tools and integrations to streamline business processes and ensure opportunities and communications don’t fall through the cracks. Some of their most popular additional features include:  

• Product catalog: Users can create a customizable library of products and services within the CRM platform.  
• Deal rotting: Teams can be notified when a deal has been idle for a specified period of time.  
• Contact mapping: Users can view a map to see where contacts are located and filter by state, region, or country.  
• Email templates and signatures: Companies can create custom email templates and signatures on the Advanced plan and above.  
• Email opens and click tracking: Teams can see when prospects open emails or click on links sent within messages on the Advanced plan and above.  
• Application programming interface (API) access: Developers can create custom features at no cost with Pipedrive’s REST API feature.  
• AI features: On the Professional plan and above, users can access email summarization tools and the AI-powered Sales Assistant.  
• Reporting tools: Teams can create visual dashboards, deal reports, revenue reports, and activity reports.  
• Multilanguage support: Pipedrive supports 22 languages in the platform.  

Paid Add-ons 

• Smart Doc add-on: Users can create and send sales documents for clients to sign within the CRM on the Professional plan and above. Essential and Advanced plan subscribers can purchase it for an additional $32.50 per company, per month, billed annually.  
• Projects add-on: Teams can map out and manage projects with tasks and to-do lists in a Kanban-style board. This feature is included in the Power plan and available for all other plans at an additional cost starting at $6.70 per company monthly, billed annually.  
• Campaigns add-on: Businesses can create and deliver marketing email campaigns with email analytics and segmentation. Pricing starts at $13.33 per organization per month, billed annually.  
• LeadBooster add-on: Pipedrive offers a lead generation feature companies can add to gain inbound and outbound leads within the CRM platform. Pricing starts at an additional $32.50 per company, per month, billed annually.  
• Web Visitors add-on: Users can anonymously track website visitors. Pricing begins at $41 per company monthly, billed annually.  

Pipedrive platform and customer support  

Pipedrive boasts a user-friendly platform that most subscribers find easy to navigate and customize to their needs. Additionally, this provider offers robust customer support for members to get started and solve issues throughout their membership.  

All plans offer access to an online help center with knowledge base articles, the Pipedrive community forum, Pipedrive Academy, chatbot support, and personalized onboarding.  Advanced plan users and above gain live chat support during business hours and a dedicated customer success manager. Professional plan subscribers and above have 24/5 live chat support, and Power plan users have access to 24/7 live chat support.  

Is Pipedrive secure? 

Pipedrive offers impressive security features including a security center that allows users to see how and when their company data is accessed to help ensure data privacy and protect customers with a robust security dashboard. Furthermore, teams can set up notifications that will alert users of logins with times and locations over the last 60 days.  

Pipedrive also has a single sign-on (SSO) feature that enables users to log into multiple applications with one login and two-factor authentication (2FA), which increases security. This provider is General Data Protection Regulation (GDPR)-compliant and encrypts user data. They even have a dedicated data protection officer to manage data protection strategy.  

Pipedrive user reviews 

Overall, Pipedrive has favorable user reviews that praise the platform’s ease of use and customization features. According to G2, Pipedrive has earned 4.3 stars out of 5 with more than 1,800 current user reviews. Most reviewers said they love Pipedrive’s user-friendly platform, the wide range of integrations, and ample customization features. Some users commented that it has a somewhat steep learning curve and think it is too expensive.  

Pipedrive boasts 4.5 stars out of 5 with nearly 3,000 user reviews on Capterra. Users say they enjoy how simple the pipeline management features are to use and gave the provider high customer service marks. However, some users said it’s too expensive compared to other CRM systems on the market and wish it had more built-in marketing features.  

Compare Pipedrive alternatives 

Apptivo	Zoho CRM	Freshsales
Base monthly cost per user	Base monthly cost per user	Base monthly cost per user
Starting at $20	Starts at $20; free plan for up to three users	Starts at $20; free plan for up to three users
Maximum number of users	Maximum number of users	Maximum number of users
Unlimited	Unlimited	Unlimited
Free trial length	Free trial length	Free trial length
30 days	15 days	21 days
Learn more	Learn more	Learn more
Read our Apptivo review	Read our Zoho CRM review	Read our Freshsales review

Is Pipedrive right for you? 

Pipedrive is a solid CRM choice for teams that need core CRM features without built-in marketing, accounting, and payment processing business functions. It’s also an excellent CRM solution for companies who want AI-powered features, multiple integrations, and robust customization capabilities to fit specific business needs. Furthermore, Pipedrive is ideal for teams looking for a CRM provider that offers exceptional data security and customer service.  

Frequently asked questions