What is Pipedrive?
Pipedrive is a sales CRM for small and medium-sized businesses, built around how salespeople actually work. It brings pipelines, customer context, sales automation, reporting, and AI into one easy-to-use system, without the cost or complexity of an enterprise platform. Reps see what needs attention, prepare for conversations, and follow through. Managers get a shared view of what’s moving, what’s stuck, and where to help.
Pipedrive is built by salespeople and used by more than 100,000 companies worldwide. It treats sales as a craft: listening closely, reading the room, and earning trust one conversation at a time. Pipedrive’s approach to AI is to support salespeople, not replace them. Its AI takes on more of the work around selling, while people bring the judgment, empathy, and relationships.
🧑🏽💼 Who should use Pipedrive?
- Sales reps managing multiple deals at once who want to see which deals need attention without digging through records.
- Sales managers building a consistent process across the team and spotting stalled deals early.
- Small and mid-sized teams that want an AI CRM that people actually use every day.
- Businesses outgrowing spreadsheets or a basic CRM that want pipelines and workflows that scale with them.
💳 Is there a free trial?
Yes. Pipedrive offers a free 14-day trial, no credit card required.
KEY FEATURES
✅ Pipeline management and sales automation
Pipedrive’s visual pipelines show where deals stand and what needs attention. Teams can customize stages, fields, and workflows around how they actually sell. Contacts, emails, and deal history stay connected, so picking up a conversation doesn’t start with a search through five tabs. Email sync, reminders, and automation keep follow-ups on track and repetitive tasks off the to-do list. More than 500 Marketplace integrations connect Pipedrive with other business tools.
✅ Reporting and revenue forecasting
Pipedrive’s shared dashboards, customizable reports, and revenue forecasting help managers see what’s working, where deals are slowing down, and who could use support.
✅ Pipedrive Nova: AI meeting intelligence inside the CRM
Pipedrive Nova is AI meeting intelligence built into Pipedrive, working around every sales conversation. Before a meeting, Nova prepares a brief from deal history, emails, and past conversations. During the meeting, it records and transcribes, so salespeople can focus on the customer instead of taking notes. Afterward, it summarizes the discussion, highlights next steps, and suggests CRM updates that salespeople review, edit, and approve before anything changes.
✅ AI Sales Assistant: deal summaries, win/loss patterns, and next actions
While Nova works around meetings, Pipedrive’s AI Sales Assistant works across deals and pipeline data. It summarizes deals, surfaces patterns in won and lost opportunities, and recommends next actions. Salespeople can get up to speed on a deal quickly, and managers can ask questions about sales data, compare performance, and spot bottlenecks without leaving the CRM.
✅ Pipedrive MCP: connect ChatGPT, Claude, and other AI assistants to your CRM
Pipedrive’s Model Context Protocol (MCP) server connects ChatGPT, Claude, and other compatible AI assistants to live CRM data. Teams can find deals, update contacts, and schedule follow-ups through plain-language requests. Existing Pipedrive permissions govern what each assistant can access and change.
✅ Customer conversations: WhatsApp integration and lead capture
Pipedrive’s native WhatsApp integration brings messages into the CRM and links conversations to contacts, leads, and deals. The LeadBooster add-on captures leads through web forms, chatbots, and live chat.
✅ Projects: connecting sales and delivery
The Pipedrive Projects add-on connects post-sale work to customer and deal history, so delivery teams can pick up where sales left off. AI-generated project briefs bring together commitments, notes, and files from the sales process, while project insights and Gantt timelines help teams track progress, workloads, and deadlines.
✅ Security and permissions: SOC 2, GDPR, and AES-256 encryption
Pipedrive is SOC 2 and GDPR compliant. Customer data is protected with AES-256 encryption, 2FA, SAML SSO, and hourly backups. Visibility options and permissions control who can see and edit what, including custom visibility groups and permission sets. Security alerts, security rules, and a device history and audit log add further oversight.
Average Rating: 4.3/5.0
Total Reviews: 5,050
How Do G2 Users Rate Pipedrive?
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Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.1/10)
Who Is the Company Behind Pipedrive?
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Seller: Pipedrive
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Company Website:
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Year Founded: 2010
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HQ Location: New York
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LinkedIn® Page: www.linkedin.com
1,124 employees on LinkedIn®
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Phone: +1 (650) 924-9906
Who Uses This Product?
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Who Uses This: CEO, Sales Manager
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Top Industries: Computer Software, Information Technology and Services
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Company Size: 74% Small, 22% Medium
What Do G2 Reviewers Say About Pipedrive?
AI-generated summary from verified user reviews
Pros
- Users like its intuitive, straightforward interface, which makes navigating and managing the sales pipeline easy.
- Users value the platform’s customization and flexibility, which let them tailor pipelines, fields, and workflows to their business needs.
- Users like the clear visual pipeline overview, which lets them quickly see each deal’s stage and status.
- Users like the clean, well-organized interface, which keeps information clear and easy to navigate.
- Users value the broad, easy integrations with other apps and business systems, which help keep their tools connected.
Cons
- Users find reporting shallow and difficult to customize, with limited depth and flexibility for advanced analysis.
- Users find customization of fields, layouts, and workflows too limited for their needs.
- Users find the interface and workflows unintuitive, with a learning curve and extra clicks making day-to-day use harder.
- Users say limited native integrations leave some connections unavailable or dependent on third-party tools.
- Users find useful features locked behind higher-priced plans or add-ons, sometimes requiring upgrades for basic CRM capabilities.
What Are G2 Users Discussing About Pipedrive?
