Pipedrive Reviews & Product Details

I really like Pipedrive's clean visual deal pipeline which we can customize to match our product launch workflow, including stages like outreach, sample sent, buyer review, contract negotiation, and shelf onboarding. It allows us to instantly spot stalled deals and follow up with distributors before launch deadlines slip. The simple customizations require minimal setup, which is great for our lean team without dedicated IT. The custom activity reminders are incredibly valuable, setting automated alerts for follow-ups and contract review deadlines, ensuring we stay on track with retail negotiations. The dashboard helps everyone stay aligned on retail partner status and upcoming product rollout milestones. Compared to using spreadsheets and scattered emails, Pipedrive's visual pipeline lets us instantly see where things are stalled, cutting down on digging through tabs and emails. This system helps us avoid missing critical follow-ups needed to meet product launch deadlines. Review collected by and hosted on G2.com.

Pipedrive’s native reporting lacks tailored templates for consumer goods retail launch tracking at Sunspire Consumer Brands. We cannot pull built-in reports that combine distributor order forecasts, sample delivery status, and shelf rollout timelines together. We have to export raw data and build manual spreadsheets to prepare leadership updates. It also has limited native packaging vendor integration. With no dedicated IT team, these gaps add extra admin work, slowing us down when we need quick visibility to adjust plans before our seasonal product launch deadlines. Review collected by and hosted on G2.com.

Pipedrive is so easy to use and effective. The set up and the account management allow me to conduct various activities with ease. The visual pipeline made it much easier to see where each deal stood and to quickly track what needed to happen next. Moving deals through the different stages was straightforward, and it helped me keep everything organized. I also liked automating routine follow-ups and reminders, and the AI Sales Assistant recommendations were frequently useful for spotting follow-ups and opportunities I might have otherwise missed. Review collected by and hosted on G2.com.

I don’t use some features because I really don’t need them that much in what I am doing. Review collected by and hosted on G2.com.

I liked how it made it easier for me to organize my deals, customers, and clients. It feels like a wide canvas of everything I do, which helps me see the whole picture while still being able to zoom in on what I need in the moment, or on the specific task I need to get done. Review collected by and hosted on G2.com.

I think it has too many bells and whistles. On top of the growth plan, it also comes with various subscriptions, which feels excessive. Review collected by and hosted on G2.com.

I like Pipedrive most for Email Management, Search/Filter, and Live Chat. They make it feel less like a passive database and more like an active, automated pipeline driver by bridging initial customer contact, context tracking, and deal conversion. It’s also easy to use and easy to set up, and I’ve found the workflow automation saved some time. The AI Sales Assistant is sometimes useful. Review collected by and hosted on G2.com.

It gets frustrating because Pipedrive’s rigid custom logic and basic layouts limit complex workflows. The lack of robust project management features forces heavy manual data entry. On top of that, the email and calendar syncs are fragile and frequently break down, which can lead to missed meetings and fragmented client data. Review collected by and hosted on G2.com.

Pipedrive has made it much easier for me to keep track of customers and opportunities in one place. I especially like the contact and account management because I can quickly find customer details and see previous interactions. The opportunity and pipeline view helps me stay organized and understand what needs attention next, and the visual pipeline makes it easy to see where each deal stands without checking each record individually. AI Copilot is a useful addition for saving time and getting quick support, and I’ve used it to summarize information and speed up routine CRM tasks (I still review the results before using them). Overall, it keeps my workflow simple and organized without making things complicated. Review collected by and hosted on G2.com.

Task and activity management could be better, especially when there are a lot of follow-ups. Reporting can also take some time when I need a specific view of the data. The mobile experience is useful, but I find the desktop version more convenient for detailed work. I also think there is room for improvement in broader sales and marketing features like stronger territory and quota management, better commission tracking, and more built-in marketing automation options. Review collected by and hosted on G2.com.

What I like most about Pipedrive is its simple and intuitive interface. The sales pipeline is easy to understand and makes it convenient to track leads, deals, follow-ups, and sales activities in one place. It also helps our team stay organized and gives us a clear view of where each deal stands. The customization options and automation features are also useful for streamlining our sales process. Review collected by and hosted on G2.com.

One area that could be improved is the pricing, especially for smaller teams that need access to more advanced features. Some advanced functionalities can require higher-tier plans. It would also be helpful to have more flexibility around integrations and customization without needing to upgrade. Review collected by and hosted on G2.com.

Pipedrive is a genuinely "user-first" CRM — it's built around how salespeople actually work, not the other way around. The interface is intuitive enough that our team adopted it quickly, and the mobile app makes it easy to stay on top of deals whether we're at a desk or in the field.

What really sets Pipedrive apart for us is the automation capability. We've built out extensive workflows and automations that handle the repetitive parts of our sales process — things like task creation, follow-up reminders, deal stage updates, and notifications — so my team can spend more time actually selling instead of managing busywork. The flexibility to customize automations to fit our specific process (rather than forcing us into a rigid workflow) has been a huge time-saver and has made our pipeline far more consistent and predictable.

Combine that with a clean, easy-to-navigate UI, and Pipedrive feels like a tool that respects the user's time — which is exactly what a CRM should do. Review collected by and hosted on G2.com.

Nothing yet. I have a couple hiccups, but I implemented automations to solve this. Review collected by and hosted on G2.com.

Automation, Insight, Sales Inbox, Deals, Scoring, Project Review collected by and hosted on G2.com.

Prevent Cross-User Activity Deletion: As an activity-based CRM, Pipedrive should allow users to view others’ activities while permitting only the activity owner or an admin to edit or delete them. Review collected by and hosted on G2.com.

The best thing about Pipedrive CRM is its simple and visual sales pipeline, which makes it easy to track leads and deals at every stage of the sales process. Sales teams can quickly see which leads are new, which ones need follow-up, which deals are in negotiation, and which have been won or lost. It also helps organize customer information, automate follow-ups and repetitive tasks, and monitor sales performance through reports and dashboards. Overall, Pipedrive stands out because it is easy to use, highly customizable, and focused specifically on helping sales teams manage and close deals more efficiently. Review collected by and hosted on G2.com.

One major drawback of Pipedrive CRM is that it can become expensive as your team grows, especially if you need advanced features available only on higher-priced plans. It is also primarily designed for sales and pipeline management, so it may feel limited for businesses looking for a complete all-in-one CRM with advanced marketing, customer service, or project-management capabilities. Some advanced automations, reporting features, and integrations can also require higher-tier plans or additional setup. Overall, Pipedrive is easy to use, but businesses with complex workflows or broader business requirements may eventually find its functionality restrictive. Review collected by and hosted on G2.com.

Provides a clear and intuitive overview of our sales pipeline, making it easy to track opportunities from initial lead generation through to closed deals. Its visual deal management helps our team stay organized, prioritize activities, and maintain visibility across both sales and digital marketing efforts. The platform is user-friendly, easy to adopt, and offers valuable reporting features that support data-driven decision-making and sales performance tracking. Review collected by and hosted on G2.com.

One limitation of Pipedrive is its integration capabilities with LinkedIn Ads. Connecting LinkedIn advertising campaigns directly to lead and deal tracking often requires third-party tools or manual workarounds, which can create inefficiencies and limit visibility into marketing attribution. Stronger native LinkedIn Ads integration would make it easier to connect campaign performance directly to sales outcomes and improve reporting accuracy. Review collected by and hosted on G2.com.