Pipedrive
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: 4,841
How Do G2 Users Rate Pipedrive?
- Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.1/10)
- CMS Support: 7.6/10 (Category avg: 8.5/10)
- Design: 7.7/10 (Category avg: 8.7/10)
- Embedded Forms: 8.2/10 (Category avg: 8.9/10)
Who Is the Company Behind Pipedrive?
- Seller: Pipedrive
- Company Website:
- Year Founded: 2010
- HQ Location: New York
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Twitter: @pipedrive
14,355 Twitter followers -
LinkedIn® Page: www.linkedin.com
1,124 employees on LinkedIn®
Who Uses This Product?
- Who Uses This: CEO, Sales Manager
- Top Industries: Computer Software, Information Technology and Services
- Company Size: 74% Small, 22% Medium
What Do G2 Reviewers Say About Pipedrive?
AI-generated summary from verified user reviews
Pros
- Users appreciate the ease of use of Pipedrive, finding it intuitive and customizable for their evolving business needs.
- Users praise the intuitive interface of Pipedrive, making it easy for anyone to customize and use effectively.
- Users appreciate the simple and user-friendly interface of Pipedrive, making navigation and task management effortless.
- Users appreciate the ease of customization in Pipedrive, enabling them to tailor the CRM to their specific needs.
- Users value the seamless integrations of Pipedrive, enhancing their sales process and automating essential tasks.
Cons
- Users express concerns about missing features in Pipedrive, including limited automation options and customization difficulties.
- Users express frustration over limited features in Pipedrive, such as automation setup and customization options.
- Users find the learning curve steep with Pipedrive, requiring significant time and training for effective use.
- Users experience integration issues with Pipedrive, notably missing meeting details in Google Calendar events.
- Users find Pipedrive expensive, especially the add-ons, making it challenging for solo practices and small businesses.
What Are Recent G2 Reviews of Pipedrive?
"Simple & Effective CRM for Sales Pipeline Management."
Rating: 5.0/5.0 stars
— Virat K.
"Training made all the difference"
Rating: 4.5/5.0 stars
— Ted B.
What Are G2 Users Discussing About Pipedrive?
- What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline? - 2 comments
- What is Pipedrive used for? - 2 comments
- Is Pipedrive free? - 3 comments, 1 upvote
- What is Pipedrive software? - 2 comments
- What is Pipedrive used for? - 2 comments

