Pipedrive Features

Based on 1334 Pipedrive reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 1315 Pipedrive reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 1352 Pipedrive reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 1167 Pipedrive reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 1059 Pipedrive reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

As reported in 1168 Pipedrive reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Based on 1317 Pipedrive reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 1123 Pipedrive reviews.

Based on 2004 Pipedrive reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 2039 Pipedrive reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 2050 Pipedrive reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 1609 Pipedrive reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 1100 Pipedrive reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 1610 Pipedrive reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. This feature was mentioned in 1565 Pipedrive reviews.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. This feature was mentioned in 1667 Pipedrive reviews.

Based on 1498 Pipedrive reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Based on 1483 Pipedrive reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Based on 1820 Pipedrive reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Based on 1446 Pipedrive reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 1005 Pipedrive reviews.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. This feature was mentioned in 986 Pipedrive reviews.

As reported in 1016 Pipedrive reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. This feature was mentioned in 1474 Pipedrive reviews.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools. This feature was mentioned in 959 Pipedrive reviews.

Based on 1224 Pipedrive reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 1157 Pipedrive reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 1090 Pipedrive reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Tools for importing/exporting data to/from the platform to support campaign setup and reporting. 225 reviewers of Pipedrive have provided feedback on this feature.

Based on 222 Pipedrive reviews. Supports extensibility through APIs to build and manage integrations with third-party tools.

Based on 219 Pipedrive reviews. "Offers a wide range of plug-and-play integrations with third-party applications. "

Integrates with CRM software, which can help provide context to your mailing lists. 219 reviewers of Pipedrive have provided feedback on this feature.

As reported in 213 Pipedrive reviews. Integrates with Social Media platforms, which can help expand your reach.

Based on 210 Pipedrive reviews. Integrates with e-commerce platforms, which can link directly to your online store.

Based on 1422 Pipedrive reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Based on 1376 Pipedrive reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 1584 Pipedrive reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 1853 Pipedrive reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 1942 Pipedrive reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 1716 Pipedrive reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. This feature was mentioned in 192 Pipedrive reviews.

Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates. This feature was mentioned in 204 Pipedrive reviews.

As reported in 209 Pipedrive reviews. Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues.

List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. 210 reviewers of Pipedrive have provided feedback on this feature.

Based on 205 Pipedrive reviews. Ability to send thousands of unique, personalized emails per second.

Tools for designing, editing, and personalizing email content for recipients. 208 reviewers of Pipedrive have provided feedback on this feature.

As reported in 210 Pipedrive reviews. Supports the ability to send outbound email campaigns to external recipients.

Maximizes inbox placement by managing spam compliance and sender reputation. 205 reviewers of Pipedrive have provided feedback on this feature.

Based on 204 Pipedrive reviews. Automatically respond to user actions or triggers with predefined email messages.

Based on 203 Pipedrive reviews. Enables multiple users to login to the same account to maintain a single account for your entire marketing team.

Ability to send secure and personalized survey invites to your contact list. 197 reviewers of Pipedrive have provided feedback on this feature.

Based on 424 Pipedrive reviews. Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it. 428 reviewers of Pipedrive have provided feedback on this feature.

Allows users to view data visualizations on several devices. 425 reviewers of Pipedrive have provided feedback on this feature.

As reported in 432 Pipedrive reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Based on 418 Pipedrive reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Provides scores or rankings of each prospect based on the data provided. 420 reviewers of Pipedrive have provided feedback on this feature.

Provides insights to determine which deals already in the pipeline have the best chance of closing. 422 reviewers of Pipedrive have provided feedback on this feature.

As reported in 405 Pipedrive reviews. Warns sales teams of accounts that may be at risk of being lost.

Based on 413 Pipedrive reviews. Provides live customer data so that sales organizations forecasts stay current.

Updates every time a change is made enabling users to trace a deal through the pipeline. 438 reviewers of Pipedrive have provided feedback on this feature.

As reported in 410 Pipedrive reviews. Enables competition between a sales team by providing things like challenges and scoreboards.

Based on 419 Pipedrive reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 437 reviewers of Pipedrive have provided feedback on this feature.

As reported in 254 Pipedrive reviews. Records the rate at which emails are opened.

Based on 255 Pipedrive reviews. Records the rate at which links in emails are followed.

Records the rate at which email attachments are opened or downloaded. 247 reviewers of Pipedrive have provided feedback on this feature.

Based on 265 Pipedrive reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

As reported in 254 Pipedrive reviews. Allows administrators to schedule out emails in advance.

Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 266 Pipedrive reviews.

Based on 255 Pipedrive reviews. Allows for the categorization of emails.

Based on 256 Pipedrive reviews. Allows for the creation of templates for frequently-sent emails.

Based on 391 Pipedrive reviews. Assigns achievement badges to high-performing employees based on pre-determined standards.

Based on 399 Pipedrive reviews. Automatically recognizes achievements that should be added to the leaderboard.

Highlights top-performing employees to publicly reward their achievements. This feature was mentioned in 394 Pipedrive reviews.

As reported in 413 Pipedrive reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.

Based on 406 Pipedrive reviews. Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls. This feature was mentioned in 425 Pipedrive reviews.

Based on 410 Pipedrive reviews. Allows teams to set trackable goals within the tool.

Based on 406 Pipedrive reviews. Integrates with CRM and financial systems to help determine goals

Organizes team members by roles, activities and objectives and weighs tasks by importance. 399 reviewers of Pipedrive have provided feedback on this feature.

As reported in 386 Pipedrive reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Allows users to add custom fields to forms that aren't already on the templates 76 reviewers of Pipedrive have provided feedback on this feature.

Enables forms to hide or show certain fields based on respondents' answers 72 reviewers of Pipedrive have provided feedback on this feature.

Based on 71 Pipedrive reviews. Allows users to create forms with more than one page

Based on 76 Pipedrive reviews. Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Based on 74 Pipedrive reviews. Enables forms to be embedded onto a website without having to create code from scratch

As reported in 70 Pipedrive reviews. Can used without an internet connection

Based on 78 Pipedrive reviews. Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms This feature was mentioned in 71 Pipedrive reviews.

Allows users to build, distribute and access forms from a mobile device This feature was mentioned in 73 Pipedrive reviews.

As reported in 167 Pipedrive reviews. Capability to perform complex tasks without constant human input

Based on 168 Pipedrive reviews. Ability to break down and plan multi-step processes

As reported in 166 Pipedrive reviews. Works across multiple software systems or databases

As reported in 167 Pipedrive reviews. Improves performance based on feedback and experience

Based on 166 Pipedrive reviews. Engages in human-like conversation for task delegation

As reported in 167 Pipedrive reviews. Anticipates needs and offers suggestions without prompting

Based on 168 Pipedrive reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input This feature was mentioned in 65 Pipedrive reviews.

Based on 64 Pipedrive reviews. Engages in human-like conversation for task delegation

Based on 64 Pipedrive reviews. Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input 56 reviewers of Pipedrive have provided feedback on this feature.

As reported in 56 Pipedrive reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases This feature was mentioned in 55 Pipedrive reviews.

Improves performance based on feedback and experience 54 reviewers of Pipedrive have provided feedback on this feature.

Engages in human-like conversation for task delegation 55 reviewers of Pipedrive have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 55 Pipedrive reviews.

As reported in 54 Pipedrive reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input This feature was mentioned in 57 Pipedrive reviews.

Based on 57 Pipedrive reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience This feature was mentioned in 57 Pipedrive reviews.

As reported in 57 Pipedrive reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting 56 reviewers of Pipedrive have provided feedback on this feature.

As reported in 24 Pipedrive reviews. Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input This feature was mentioned in 24 Pipedrive reviews.

Ability to break down and plan multi-step processes 24 reviewers of Pipedrive have provided feedback on this feature.

Works across multiple software systems or databases 24 reviewers of Pipedrive have provided feedback on this feature.

Works across multiple software systems or databases 24 reviewers of Pipedrive have provided feedback on this feature.