Pipedrive Reviews & Product Details

I love how Pipedrive keeps lead generation organized, efficient, and managed well with continual touch points. The visual pipeline makes the needed workflow manageable and VERY organized, and the workflow automation has saved substantial time. As we continue to use the AI Sales Assistant, it sometimes gives useful recommendations and continues to "learn" what we need and expect for the workflow and how to approach/deal with leads and clients. Review collected by and hosted on G2.com.

Product and Price List Management does not address our specific offer need. We have to present our service offer in a very different way that meets our clients' personalized needs and must be constructed individually. We also have not yet integrated marketing analytics, as we are integrating one step at a time. Review collected by and hosted on G2.com.

The service task overview provides a comprehensive look at all ongoing tasks, ensuring that nothing falls through the cracks. It allows for easy tracking of task progress and facilitates collaboration among team members. Review collected by and hosted on G2.com.

The visual, Kanban-style deal pipeline makes it effortless to see where every deal stands. Dragging deals across stages keeps our sales process clean, organized, and focused and ease of use Review collected by and hosted on G2.com.

I use Pipedrive as a regular user at a small telecom company, and I have used it for 2 to 3 years to follow up with prospect leads. The best part is that I can see everything about a lead in one place. I can see the emails my team sent, the client's replies, calls in between, and the client's status (chasing, onboarding and so on), so I don't need to open multiple tabs. The visual pipeline makes deals easy to track and manage. I mostly work in the Contact Made, Demo Scheduled and Proposal Made stages, and I move a lead forward after a call or a reply to our email. In reports, I can see total leads from each source and the total order value, and there is usually a filter to pull up what I need. I have also used the AI Sales Assistant, which suggests next actions. Review collected by and hosted on G2.com.

Reporting and showing pipeline data to management is frustrating. There are a lot of features, and I sometimes need 2 to 3 filters to find one result, even after using it for 2 to 3 years. For example, when I pulled a report for my manager on leads by source, I had to combine filters for source, owner and date before the numbers matched what I expected. Some advanced features are hard for new users, and sometimes for experienced users too. Connecting Pipedrive to other tools like Claude is not easy for everyone. MCP is now available, but you still need help from a tech team. The AI Sales Assistant often gives basic, repeated suggestions, and I would like it to go deeper. Review collected by and hosted on G2.com.

I like how simple and easy to use Pipedrive is. It allows me to quickly see where each lead is, know what needs to be followed up, and understand what's happening with our deals without having to dig through different tools. Pipedrive helps me keep track of our leads and follow-ups. The fact that everything is in one place means I don't lose track of where a prospect is in the sales process. The setup was easy, so there was nothing to worry about. Review collected by and hosted on G2.com.

One area that could be improved is the reporting and customization. Some reports take a bit of time to set up, and I would like more flexible options for customizing dashboards. It would be helpful to have more options to filter and combine data, customize the fields and charts. Review collected by and hosted on G2.com.

I like that it keeps all of our relationships, conversations, and opportunities organized in one place. The visual pipeline makes it easier to see where opportunities stand and what needs attention next, and email integration is especially important since so much of our business development happens through email. The AI has also been helpful for summarizing activity and surfacing the next step after a long email thread. Review collected by and hosted on G2.com.

Some of the features can feel more cumbersome than helpful. Task and activity management can require too much manual upkeep, email management can get cluttered or disconnected from the actual opportunity, and workflows are not always flexible enough to match how our team actually works. It can also be hard to keep every deal updated consistently when conversations are happening across email and other tools. AI summaries can be too generic or miss important details when the context across emails, contacts, and deals is incomplete, so I still have to verify manually. It’s also not always clear when I’m interacting with AI vs. rules-based logic. Review collected by and hosted on G2.com.

I really enjoy the pipelines where you are able to see all your deals in one glance. I also use it to manage active clients and have them in different columns. The automation’s are also a game changer I have been playing around with them more now and have come up with a few that really make my life easier. Review collected by and hosted on G2.com.

It is a bit costly if you are new business but I wouldn’t say that’s enough of a dislike to actually mention. The features etc are all good so dislikes on that side Review collected by and hosted on G2.com.

Very simple to use. The drag-and-drop option is helpful for changing the deal stage. The filters are also very easy to use. Review collected by and hosted on G2.com.

There isn’t really anything I dislike, but I do feel that a few features are missing. If they can add those, it would be helpful. Review collected by and hosted on G2.com.

I like having a clear overview of my contacts and ongoing discussions all in one place with Pipedrive. It's really helpful to check previous conversations quickly, see which proposals I’ve sent, and plan my next steps. Contact management, notes, and activity scheduling are the features I use the most to keep track of investors, clients, and partners. Keeping all my conversation notes and follow-up tasks together reduces the time I spend searching through messages and helps me follow up consistently. Overall, these tools help me stay organized when managing several projects and business relationships at the same time. Review collected by and hosted on G2.com.

I would like simple integration and automation setup. In my workflow, keeping Pipedrive updated alongside Apple Notes has required duplicate manual work, and setting up synchronization has been challenging. Clearer step-by-step guidance and easier ways to connect the tools I already use would help me save time and keep information consistent. The basic setup was manageable, but the more challenging part has been setting up automation and connecting Pipedrive with my other tools, especially Apple Notes. I'm still working on that, and clearer step-by-step instructions would make the process easier. Some updates still need to be entered manually, which is a hassle. Review collected by and hosted on G2.com.

I like how Pipedrive keeps customer information well organized and makes it simple to track deals through every stage. The visual pipeline gives me a clear, at-a-glance view of what’s going on and helps me see where I should focus next. I also find the activity management and automation features useful for follow-ups and routine tasks, which cuts down on manual work. The AI recommendations can be helpful too, especially when I need a reminder about deals or follow-ups that still need attention. Review collected by and hosted on G2.com.

Some reports take a bit of time to set up and customize exactly the way I want them. Workflow configuration can feel somewhat complex at first, especially when I’m trying to build more advanced processes. Email integration works well overall, but the occasional setup or syncing issue can still be frustrating. For more complex sales processes, I sometimes still need additional tracking, and when a process becomes more specific, I still end up handling some tasks manually. Review collected by and hosted on G2.com.

Before Pipedrive, our “pipeline” was mostly optimism. Deals sat in stages for weeks with no real next step, and weekly reviews turned into status storytelling instead of decisions. What I like most about Pipedrive is how hard it is to hide that.

The visual board matters less for aesthetics and more because every deal is expected to have motion — an activity, a follow-up, a reason it’s still alive. When something goes quiet, it becomes obvious fast. That changed behavior on our team more than any report did. People stopped parking half-qualified opportunities in late stages just to make the forecast look healthier.

I also like that the product stays centered on sales execution. It doesn’t try to become our whole company operating system. For a small sales-led team, that focus made adoption realistic. We could set stages, attach activities, and run the process without a dedicated CRM admin. Review collected by and hosted on G2.com.

It is still possible to game the system if managers don’t enforce standards. A deal can look active because someone logged a low-value task. The tool surfaces inactivity well, but it doesn’t replace coaching on what a quality next step is.

Reporting is fine for pipeline health and basic forecasting, but not deep enough if leadership wants heavy cross-functional analysis. And once you start needing add-ons or higher tiers for lead capture, campaigns, or more automation, the total cost needs to be planned up front. Pipedrive is not the best fit if you want one platform to own marketing, service, and complex enterprise data models. Review collected by and hosted on G2.com.