---
title: Pipedrive Reviews
meta_title: Pipedrive Reviews, Pros + Cons, and Top Rated Features
meta_description: Pipedrive reviews, pros and cons, and highest rated features. All
  from real, verified users.
aggregate_rating:
  rating_value: 4.3
  review_count: 3105
  scale: '5'
date_modified: '2026-08-10'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Pipedrive Reviews
**Vendor:** Pipedrive  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 3,105
## About Pipedrive
Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales.



## Pipedrive Pros & Cons
**What users like:**

- Users value the **ease of use** in Pipedrive, enjoying an intuitive interface and straightforward navigation. (574 reviews)
- Users appreciate the **intuitive interface** of Pipedrive, allowing easy customization and seamless interaction without a tech background. (274 reviews)
- Users appreciate the **ease of use** of Pipedrive, making daily operations and setup straightforward and user-friendly. (243 reviews)
- Users commend Pipedrive for its **helpful features** that enhance client management and organization, making tasks easier. (231 reviews)
- Users value the **seamless integrations** of Pipedrive, enhancing campaign attribution and boosting overall organizational efficiency. (210 reviews)
- Users value Pipedrive for its **seamless lead management** , enhancing efficiency and organization in tracking sales activities. (208 reviews)
- Users love the **visual deal tracking** and customizable features of Pipedrive, enhancing organization and follow-up efficiency. (200 reviews)
- Easy Setup (198 reviews)
- User Interface (187 reviews)
- Customer Support (179 reviews)

**What users dislike:**

- Users find the **missing features** and high costs of add-ons limiting for solo practices and small businesses. (230 reviews)
- Users find **limited features** in Pipedrive, particularly in reporting and automation, hindering advanced functionality. (151 reviews)
- Users find the **steep learning curve** challenging, requiring more training and time to master Pipedrive&#39;s features. (118 reviews)
- Users face **integration issues** with Pipedrive, particularly with Google Calendar, complicating meeting details accessibility. (108 reviews)
- Users find the **subscription costs excessive** , making it challenging for smaller practices to justify the expense. (102 reviews)
- Limited Customization (100 reviews)
- Email Management (67 reviews)
- Not Intuitive (65 reviews)
- Email Issues (53 reviews)
- Lead Management (52 reviews)

## Pipedrive Reviews
  ### 1. Good design, terrible support

**Rating:** 0.0/5.0 stars

**Reviewed by:** Nick A. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Pipedrive?**

The software interface design is really good. That's what drew us to it in the first place.

**What do you dislike about Pipedrive?**

Support. Absolutely the worst part about Pipedrive.

Our account executive, Zachary Phillips, offered us a discount during our trial. We accepted it, he said to add our billing details to the account, we did, and then he stopped responding. 5 days and two follow-up emails later, still no reply and no autoresponder saying he was out. And there is no way to reach anyone else in sales because they have no sales email and support was not able to provide me a way to contact sales. I finally got a response from the sales team lead, Spencer Smith, who just made excuses and said that Zachary has been out for a while. No acknowledgement of the fact that I had been ghosted or that they provide no other way to reach the sales team when someone is out for an extended period of time. 

During that time, I also reached out to support and had a chat with Ricardo that was probably the worst customer support I've ever received. He kept insisting that I should do things that weren't possible in their software. I told him it was not an option in their software, but he insisted. I sent him a Loom screen recording showing him, and then he made up a new answer, which was also incorrect. It seems that rather than get help or admit he didn't know, he prefers to make up answers and insist they are correct. His manager, Carolyn, ended up following up the conversation by telling me that what I had said was not possible, was indeed not possible, though she said it like she was informing me. I didn't need to be told, it was their own support team who doesn't seem to know how their software works.

I also had reported a bug to support at the start of the week, spent almost an hour answering their questions and providing a Loom screen recording at their request, just to have them tell me it was a known issue. This is why most software companies use a bug tracker, so that they can know about bugs without wasting the customers time.

Overall, I found their team to be very poorly trained, not at all knowledgeable about their own software and extremely disorganized. It was bad enough that I'm writing a negative review for the first time to warn other people not to use Pipedrive.

**What problems is Pipedrive solving and how is that benefiting you?**

The software solves the problem of keeping track of sales leads and marketing efforts. Which is a bit ironic since they seem to, by their own admission, have trouble keeping track of their sales leads. The fact that their own sales team struggles with managing leads is not a very good sign for the effectiveness of Pipedrive.

**Official Response from Jorge R.:**

> Hi Nick,

Thank you for taking the time to share such detailed feedback.

We sincerely regret to hear about your experience. 
While we’re pleased that you found value in the Pipedrive’s design and interface, it’s clear that your interactions with our sales and support teams did not meet the standards we strive to uphold.

Lack of communication, delayed responses, and unclear guidance are not the experience we want for anyone considering or using our platform. 

Your feedback highlights important areas where we must improve, particularly around internal coordination, responsiveness, and clarity in support interactions.

Please know that we take concerns like this seriously. 
Feedback of this nature is shared internally and used to review processes, training, and communication standards to ensure a more professional and reliable experience moving forward.

We appreciate you bringing this to our attention and are genuinely sorry for your experience.

Best regards,
Pipedrive Team

  ### 2. Versatile but Needs Improved Support and Setup

**Rating:** 1.0/5.0 stars

**Reviewed by:** Adriana Galan V. | Head of Business Development, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 19, 2026

**What do you like best about Pipedrive?**

I like Pipedrive for its multiple functionalities and ease of use. Specifically, it helps me manage leads effectively, which is essential for my sales process. The revenue tracker and conversion rate features are particularly valuable, as they assist me in keeping track of the conversion of deals.

**What do you dislike about Pipedrive?**

I'm not happy with Pipedrive's customer support and help services. I think they could improve the onboarding and training sessions to ensure the CRM is well set up. Some aspects of the setup were easy, but I'm still unable to set up automatic processes and ensure everything is complete, especially the data from leads.

**What problems is Pipedrive solving and how is that benefiting you?**

I use Pipedrive to manage leads and streamline the sales process. Its revenue tracker and conversion rate features help me keep track of deals effectively. I appreciate its multiple functionalities and ease of use.

**Official Response from Jorge R.:**

> Hi Adriana,

Thanks for your feedback!

We’re glad to hear you find Pipedrive easy to use and helpful for managing leads, tracking revenue, and monitoring conversion rates.

We’re sorry to hear about your experience with support and setup. 
Your feedback on onboarding, training, and automations is very valuable, and we’re working to improve in these areas.

Best regards,
Pipedrive Team

  ### 3. Google Contacts Sync Is Great, but Overall Experience Needs Improvement

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Pipedrive?**

It syncs contacts with google, so I can enter them somewhere else and they show up in Pipedrive.

**What do you dislike about Pipedrive?**

Almost everything.  The fact that you have to click the edit button in a field to edit it in this day is crazy.  Finding deals after they've been won? Nope they just vanish somewhere. Lots of head scratching

**What problems is Pipedrive solving and how is that benefiting you?**

None and none.  I think there are many better options out there and this service does not do a good job of anything specifically.

**Official Response from Jorge R.:**

> Hi,

Thank you for your honest feedback.

We’re glad the Google contact sync has been helpful.

We’re sorry to hear about your frustration with editing fields and finding won deals. 
We understand how that can be frustrating. Won deals can be accessed using filters or by adjusting the pipeline view. 
Here is an article that explains in detail: https://support.pipedrive.com/en/article/filtering-for-my-won-lost-or-deleted-deals

If you require assistance, please do not hesitate to contact our support.

Best regards,
Pipedrive Team

  ### 4. a lot of hurdles for minimum output

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 29, 2026

**What do you like best about Pipedrive?**

user experience was useful and simple though offerings convoluted

**What do you dislike about Pipedrive?**

too much in one stone not enough streamlined offering

**What problems is Pipedrive solving and how is that benefiting you?**

clear pipeline

**Official Response from Jorge R.:**

> Hi,

Thank you for your feedback! 
We're glad to hear that you found Pipedrive easy to use and that it's helping you maintain a clear view of your sales pipeline.

We also appreciate your comments about our offerings. 
We understand the importance of keeping things simple and streamlined, and feedback like yours helps us identify ways to improve the overall experience.

Best regards,
Pipedrive Team

  ### 5. Can't renew, support not helping in >30days, shut down CRM for >24 hrs

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2025

**What do you like best about Pipedrive?**

Deals pipeline, Reports dashboards, Contacts.

**What do you dislike about Pipedrive?**

Pipedrive has changed plans and functionality. So I wanted to speak with sales/support and make changes before rolling over our subscription. I reached out to them over 20 times on email, chat, and a meeting over a 30-day period. I tried to renew online but it said it couldn’t and to call support – I have been and they are NOT helping?! Support wasn’t resetting our subscription as they said they would, as we had discussed over and over again. And they lied about saying they would not shut down our account until they had sorted it out on their end; instead they shut us down – so we have been without a CRM for over 24 hours?!! Do not use Pipedrive – their support is terrible.

**What problems is Pipedrive solving and how is that benefiting you?**

Sales

**Official Response from Jorge R.:**

> Hi,

Thank you for sharing your feedback, and we sincerely apologize for the frustration and inconvenience you experienced with your subscription and support.

We understand how stressful it must have been to be without access to your CRM, and we truly regret that the situation occurred.

We’re glad to confirm that the issue has now been fully resolved, and the necessary adjustments have been made to ensure your subscription and account are working correctly.
Your experience has highlighted areas where we can improve, and we appreciate you bringing this to our attention.

Thank you for your patience, and we hope your experience with Pipedrive moving forward is smooth and seamless.

Best regards,
Pipedrive Team

  ### 6. Hidden Fees and Third-Party Management Make Pipedrive Not Worth It

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Pipedrive?**

Nothing. It's like using a rip off of every other CRM.

**What do you dislike about Pipedrive?**

The basics of a CRM is hidden behind multiple paywalls. 
In Czech Republic and Slovakia it's not even run by Pipedrive it's run by another company called Davame. 
Buyers beware, every step is another way to scam you out of more money.
You need to pay full price to use anything close to its competitors.

**What problems is Pipedrive solving and how is that benefiting you?**

It was meant to help with CRM but so far a pen and paper is more useful

**Official Response from Jorge R.:**

> Hi,

We’re sorry to hear about your frustration. 

Our team takes feedback like this seriously, and we are actively looking into your concerns regarding features, pricing, and regional support. 
Please contact our support team directly so we can review your account and work toward a resolution.

Best regards,
Pipedrive Team

  ### 7. Don't Waste Your Time

**Rating:** 0.0/5.0 stars

**Reviewed by:** Charles B. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 16, 2025

**What do you like best about Pipedrive?**

The people were nice. Writing some more words to meet the character count.

**What do you dislike about Pipedrive?**

Pipedrive is a bare-bones CRM that is trying (and failing) to be more fully featured.

Every "feature" within Pipedrive beyond the basic Deal-Pipeline flow is about 50% put together and functions like a proof-of-concept copy of someone else's tool.

For example, the e-signing solution built into the app is totally useless. The entire thing is driven through either M365 or GSuite, and all merge fields are submitted through those tools online editors.

As a result, there's no version control, you can never find the signed document after completion, and the agreements you do send for signing look like trash. 

When I asked our account rep how I could deal with the fact that the email sync perpetually showed 999+ unread messages, he just told me that most people ignore those alerts.

I constantly received ads for Pipedrive from within Pipedrive. Notification ads for additional integrations, banner ads for webinars. Even the email sync feature kept bugging me to upgrade because we were "running out" of email syncs (you're allowed two per user and I was using one of my two).

The customer service people are nice, but in order to get to them you need to go through the gauntlet of their AI support bot that is not only useless, but an active impediment to you getting any actual assistance. 

All of their support is driven through chat, but since they're a little understaffed they usually will get back to you a few hours from your original message, so it ends up being email-driven support but where everything is formatted like a chat, making the entire process pretty awful. 

I wouldn't recommend it to an enemy, much less a friend.

**What problems is Pipedrive solving and how is that benefiting you?**

Literally none - we would've been better off using Excel.

**Official Response from Camilla  Pacheco:**

> Hello Charles,

Thank you for sharing your thoughts with us. We're really sorry to hear that your experience with Pipedrive has not met your expectations. We strive to deliver a quality product that adds value to our users, and we take your feedback seriously.

We understand your frustration with certain features. Our team is actively working on improvements, and your detailed feedback helps us identify areas where we can do better.

Please don't hesitate to reach out if you'd like to discuss this further. We appreciate your support and hopefully we can make Pipedrive better for you in the future!

Thank you again for your time.

Best regards,
Pipedrive Team

  ### 8. Limitation in the creation of personas within the same company

**Rating:** 0.5/5.0 stars

**Reviewed by:** Brenno d. | Especialista em Multibenefícios, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 29, 2025

**What do you like best about Pipedrive?**

I like the automatic creation of tasks. When you finish one, the little screen to create another one already appears.

**What do you dislike about Pipedrive?**

I don't like not being able to create more than one persona in the same company. I can even create more than one phone number and email, but I can't add more persona names and allocate them with their own contact.

**What problems is Pipedrive solving and how is that benefiting you?**

None, just do what you have to do but in a limited way.

**Official Response from Jorge R.:**

> Hi Brenno,

Thanks for your honest feedback!
We're glad to hear that you're enjoying the automatic task creation, it's great to know it’s helping streamline your workflow.

We also appreciate you pointing out the limitation around managing multiple personas within a single company. 
That’s a valuable insight, and we’ll be sure to pass it along to our product team. 
We’re continuously working on improving the flexibility and functionality of Pipedrive, so feedback like yours is essential.

Best regards,
Pipedrive Team

  ### 9. Features don't work and Pipedrive doesn't care

**Rating:** 0.0/5.0 stars

**Reviewed by:** Codie S. | Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 29, 2024

**What do you like best about Pipedrive?**

Decent UI, easy to use (as long as it's not their Automations. All logic goes out the window in that area it seems)

**What do you dislike about Pipedrive?**

I used Pipedrive for 2 years and over that time it was the most problematic tool in my software stack. The features the advertise are good in theory, but often don't work as advertised.

I had many issues with email deliverability using their platform among other things. The most recent issue was related to their document uploading and e-signing feature. Any document I try to upload had formatting errors. The feature can't be used. I brought this up with their team and they identified it as a bug. That was 2 months ago and there is still no solution, yet they're still happy to advertise the broken feature on their website and take your money for it. As far as I'm concerned,that's stealing. 

I found their service team to be limited in how helpful they are. They use an overseas team to handle customer service inquiries that is disconnected from management, so when anything out of the ordinary goes wrong, it's difficult to find a solution and can end up in days if not weeks or sorting out an issue, costing me hundred if not thousands of dollars.

I had hope for Pipedrive based on features, but the bugs and lack of service led to downtime that cost me real money. Their unwillingness to take accountability for the features they advertise but don't provide is principally wrong. As far as I'm concerned, they're thieves.

**What problems is Pipedrive solving and how is that benefiting you?**

keeping customer info and activity organized.

**Official Response from Luiza Carvalho:**

> Codie, thank you for your feedback. 

We apologize for any inconvenience this experience may have caused in your business, we can understand how this can impact your work. Different factors can cause service interruptions but we can guarantee we will always look into any issues being reported carefully and as quickly as possible.

We can verify that our dedicated department has resolved the case with you but if there is anything we can help with, let us know and we will be more than happy to help!

Kind regards, 
Pipedrive Team 




  ### 10. Awkward software, could be greatly improved

**Rating:** 1.0/5.0 stars

**Reviewed by:** Alex M. | Conversion Rate Optimisation specialist, Human Resources, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 24, 2024

**What do you like best about Pipedrive?**

Easy to set up and find your way around the platform.

**What do you dislike about Pipedrive?**

The platform is basic, there are a lot of missing features, most integrations are not native and require Zapier or Make. Add-on features like email campaigns feel like an afterthought rather than a holistic platform feature. The system is slow; updating a contact takes a number of seconds where the page freezes before becoming active again.

There are a lot of assumptions about the way people should use Pipedrive and it won't suit everyone. There's a huge lack of customisation, from the formatting of unsubscribe message on emails and the fact that the first name field cannot be blank (it defaults to the user's email address).

I think worst of all, customer support does not listen. If you report an obvious bug it's a "you" problem, not a platform problem. There are many strange choices that the product team has made in the development of Pipedrive. It's no wonder when they are so closed to receiving polite feedback.

**What problems is Pipedrive solving and how is that benefiting you?**

Integrating CRM with email marketing

  ### 11. My experience in Pipedrive

**Rating:** 0.0/5.0 stars

**Reviewed by:** Javier  G. | Business Development Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 14, 2024

**What do you like best about Pipedrive?**

My experience with Pipedrive has been very good overall. A year and a half ago, our company decided to implement a CRM to store and manage all the information related to our clients and business, because without a CRM, you can't exploit them well. Today, I can say that Pipedrive perfectly meets all these needs.

**What do you dislike about Pipedrive?**

What I don't like about Pipedrive are a few things. Particularly, its emailing system doesn't seem very effective to me, as it has many restrictions. Additionally, I believe they should incorporate AI into many processes.

**What problems is Pipedrive solving and how is that benefiting you?**

Pipedrive primarily solves the problem of having all data on clients and business stored in one place. We could say it's our heart, our base from which we can do and measure many things related to our sales and potential sales. Since we have Pipedrive, all these issues are much easier to manage.

**Official Response from Luiza Carvalho:**

> Javier, thank you for your feedback. 

  ### 12. Great for sole proprietors, terrible if you’re a business of any size.

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 06, 2024

**What do you like best about Pipedrive?**

If you have a very simple business with 1 go to market motion and do not need any advanced features, it's a step up from a spreadsheet.

**What do you dislike about Pipedrive?**

Nearly everything. Any business of any size will struggle to get what they need out of this. Its automation tools are less than to be desired and the data model itself doesn't make sense for most technology companies. If you have multiple customer segments, gtm motions, or anything more than single payment for service rendered, you're in real trouble.

**What problems is Pipedrive solving and how is that benefiting you?**

None

**Official Response from Camilla  Pacheco:**

> Hello,

Thank you for your review and feedback. 

We appreciate your thoughts on Pipedrive and are sorry to hear it hasn’t fully met your needs. We're always working to improve and your comments are valuable in helping us understand areas for enhancement.

If you'd like to discuss your specific needs further or have any questions, please feel free to reach out to our support.

Kind regards,
The Pipedrive Team

  ### 13. They bribed me to leave a review with a gift card but never actually paid & just ignored me

**Rating:** 0.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 08, 2024

**What do you like best about Pipedrive?**

The organisation and visually pleasing aspect of the pipeline is the best feature

**What do you dislike about Pipedrive?**

The guides are outdated and customer support on the basic package is a bot that offers no escalation and sends you back to the same guides that are out of date. 
As a result, lost 3 hours researching the web to find out why my lead import wasn't working. Ended up signing out and signing back in and it was a glitch all along. But customer support would have got me there faster as I was looking for reasons why the steps didn't work when they actually did

**What problems is Pipedrive solving and how is that benefiting you?**

Keeping track of the outreach process

**Official Response from Luiza Carvalho:**

> Thank you very much for sharing your experience and insights. It is important to us! 

  ### 14. Support have been harder and harder to get via chat.

**Rating:** 0.0/5.0 stars

**Reviewed by:** Eugene K. | Chief Technology Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 07, 2024

**What do you like best about Pipedrive?**

Easy to use, easy to organize date, seeing all data per customer in one place is helpufull.

**What do you dislike about Pipedrive?**

It has been taking longer and longer to get support.  Today over 6 hours my chat is not seen by a human.
The bot options are totally inadequate, there is no way to select "other" category if there is not a fit your problem of inquiry.
Certain feature that are requested by community over long period of time are not implemented.

**What problems is Pipedrive solving and how is that benefiting you?**

Keeping track of clients, potential clients and tasks

  ### 15. Sales Manager

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 28, 2025

**What do you like best about Pipedrive?**

Nothing, Pipedrive lacks every basic analytics tool I need.

**What do you dislike about Pipedrive?**

Everything, it is a messy tool and it does not add value to me

**What problems is Pipedrive solving and how is that benefiting you?**

nothing, it is creating more problems

**Official Response from Camilla  Pacheco:**

> Hello,

Thank you for taking the time to share your experience. 

We’re sorry to hear that Pipedrive hasn’t met your expectations. Our goal is to provide a valuable and efficient tool for our users, and we’d love the opportunity to understand your specific needs better. If you'd like to discuss any specific areas where we can do better, feel free to reach out to us.

We truly appreciate your feedback, as it helps us continue improving.

Best regards,
Pipedrive Team

  ### 16. Conditionally recommended

**Rating:** 1.0/5.0 stars

**Reviewed by:** Daniel H. | General Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2024

**What do you like best about Pipedrive?**

Easy to use and to implement. Actually that's all the good I can say to be honest ;)

**What do you dislike about Pipedrive?**

Unfortunately, there are frequent bugs or other errors during operation that prevent us from working very efficiently. The reporting is insufficient and cannot be presented in much detail. Even after multiple inquiries, the same phrase always comes back: "It will be added to the roadmap."

**What problems is Pipedrive solving and how is that benefiting you?**

Automations are ok, but not great

**Official Response from Luiza Carvalho:**

> Daniel, thank you for sharing your feedback and insights. 

  ### 17. Absolute Disaster for Marketers

**Rating:** 0.0/5.0 stars

**Reviewed by:** Michael C. | Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2024

**What do you like best about Pipedrive?**

Sort of easy email builder, but every CRM has that

**What do you dislike about Pipedrive?**

Support, compliance, actual ability to send emails. It's also not user friendly, not intuitive, bulky, slow, and has an ugly interface.

**What problems is Pipedrive solving and how is that benefiting you?**

It works so so on the sales side of things but is disastrous with its new marketing features

**Official Response from Luiza Carvalho:**

> Michael, thank you for sharing your feedback. We will forward it to our dedicated teams. 
If you need any help, please reach out to our Support Team. They will be happy to help!


  ### 18. Selling to multiple stakeholders for each of your leads? That won't work in Pipedrive...

**Rating:** 1.0/5.0 stars

**Reviewed by:** Eduardo d. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 10, 2024

**What do you like best about Pipedrive?**

So far, only the fact that every other tool out there is well connected to pipedrive. But that's it... when it comes to using the CRM, it's not good.

**What do you dislike about Pipedrive?**

Does each of your leads require you to engage multiple people? Yes, me too. Pretty much every b2b deal is like that. So why is it that in Pipedrive, you cannot attach more than one contact to a Lead? This feature has been requested by their community for 19 months now, with 22 upvotes, and no sign of interest from Pipedrive.

In another CRM I used, at each email sent, I could set up the parameter : If no reply within x days, create an activity to follow-up. Nothing like that available here.

Another important point, is that despite the great knowledge base, you can't chat with a human. The chatbot is here and useless, and does not offer to speak with a human. Then when you email, it is the chatbot which replies that "this channel is currently not available". So, no support available, despite being on the advanced plan.

As I wrote this review, I realise that this tool is not right for me and that I have wasted several weeks in getting used to a solution that is a low performance tool.

**What problems is Pipedrive solving and how is that benefiting you?**

Suposed to be a single source of truth and follow-up tool for b2b outbound sales, but it's not doing the job.

**Official Response from Luiza Carvalho:**

> Eduardo, 
Thank you very much for sharing your feedback! It is very important to us. 
We will make sure to forward internally for consideration in future improvements. 


  ### 19. Poor service for a company with excellent competitors

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 26, 2024

**What do you like best about Pipedrive?**

Decent CRM, but nothing to rave about.  You can get much more bang for the buck from alternatives. Customization is decent but limited.

**What do you dislike about Pipedrive?**

Probably some of the worst customer service you will receive from a SaaS company.  No customer support number.  Email support is low priority and does not take your individuality as a customer into account.  If its not in their basic script, you're out of luck.  And if you ever have a billing issue - they value your dollar over your business.  With all the competition out there, and some of the decent features pipedrive does have, this was really sad to see.

**What problems is Pipedrive solving and how is that benefiting you?**

We used it as a custom CRM with lots of API integration.  There were few good options several years ago, now there are many, and many of them are better.  Sad to see they couldn't keep up.

**Official Response from Luiza Carvalho:**

> Thank you very much for sharing your experience. 
We are sorry to hear you had this experience with our Support Team, this is not what we expect at all when in contact with our Experts and we can guarantee we will forward this feedback internally for future improvements. 
Thank you once again. 

  ### 20. Don't do it! Sketchy billing practices and lacking functionality. Hubspot is far superior.

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 15, 2023

**What do you like best about Pipedrive?**

The deal pipeline display is easy to understand.

Adding a new deal is easy.

They have a zapier integration (that sort of works).

Unfortunately that's about it...

**What do you dislike about Pipedrive?**

Integrations through Zapier are painful as Pipedrive doesn't have a clean way to identify/trigger actions based on newly won deals.

Customer support is not helpful.

Their billing practices are sketchy. You cancel an account and it looks like you've removed a seat, but it continues charging you for that "empty" seat forever, and they don't notify or show or tell you this anywhere. Resulted in thousands of dollars being charged unnecessarily and they refuse to acknowledge their part or review/refund this.

Forget doing anything sophisticated.

No integration with Gong/Zoom/other.

Hubspot is FREE and far better.

**What problems is Pipedrive solving and how is that benefiting you?**

Tracking deals in our sales funnel from demo through to close and renewal.

**Official Response from Luiza Carvalho:**

> Thank you very much for providing such detailed feedback on your experience with Pipedrive. 

Regarding seat pricing: In Pipedrive, your subscription is calculated by the number of seats you have in your account. An active (or invited) user will always take up one seat once they have been added to Pipedrive, but it is possible to have empty seats if users have been deactivated or not added yet.

We separate users and seats in Pipedrive to make it easier to deactivate and replace users without creating any immediate changes in your subscription.

We truly appreciate the feedback as it will help with future improvements! If you have any questions, reach out to our 24/7 Support! 



  ### 21. Terrible Customer Service - Scam you on their policy

**Rating:** 0.0/5.0 stars

**Reviewed by:** Gareth S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 21, 2023

**What do you like best about Pipedrive?**

Clean and easy to use. Nice way of laying out the information so you can pass the leads onto different departments.

**What do you dislike about Pipedrive?**

They scam customers on their policy! If you deactivate a user, don't think you have actually lowered your user count... No! - They charge you for another full year for that user, even though they have been removed. When you complain they'll try their best not to give you a refund. Instead they say that hidden in their terms and conditions, you also need to remove the "seat" that is attached to that users account too. Deactivating and removing a user you would presume would remove them. Instead i got charged for an extra year, for multiple users, and they basically laughed in my face and said it's in their 'terms and conditions' that I have to pay again. Even though I have no users using their system  I now have to go through my bank to get this refunded. Disgusting how they heavily force their unfair terms.

**What problems is Pipedrive solving and how is that benefiting you?**

Nothing I cant get from another CRM.

  ### 22. horrible customer service, despite paying for it...

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 23, 2023

**What do you like best about Pipedrive?**

nothing really makes it unique. there are way better servives out there

**What do you dislike about Pipedrive?**

terrible custemor service, with agents who tell you someone will be in touch within 24 horus, 2 days in a rwo, and its been three days and still no contact. PS they charge WAY extra to get custmer service...scam

**What problems is Pipedrive solving and how is that benefiting you?**

none

**Official Response from Luiza Carvalho:**

> Thank you very much for sharing your experience and accept our sincere apologies for any inconvenience. 
Some cases might need deep investigation and they can take longer than expected when escalated to our technical teams for resolution but we can reassure to you our Support will always do their best to assist as soon as possible. 

  ### 23. Terrible Customer Service

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Veterinary | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 27, 2023

**What do you like best about Pipedrive?**

If you are ok with the price, the application supports your basic CRM Capabilities.

**What do you dislike about Pipedrive?**

My wife & I subscribed to Pipedrive a year ago.  We found that the CRM capabilities were ok but that our POS system worked just as well for our customer contact needs.  Used the software for approx. Two months and stopped.  This year, May 1st, 2023, without prior notice, communication or reaching out, Pipedrive charged us for another full year…. Not a one-month subscription, pay as you go, but a full-year subscription. 

I escalated this to Pipedrive customer service, and they said, ‘Sorry about your luck, should have read the fine print’…… didn’t mention or apologize for their inability to communicate that they were going charge our credit card for an entire year or offer to refund 11 of the 12 months for this year. 

We escalated this to our bank’s fraud department to dispute the charge, as this company is the definition of fraud.
Pipedrive believes in charging its customers as much as possible and then stiffing them on the way out.  As owners of a small business, who pride ourselves on supporting customers in any way we reasonably can, I find Pipedrive’s actions unethical and rank them as the worst customer service ever!
Don’t purchase Pipedrive; it’s a sham!

**What problems is Pipedrive solving and how is that benefiting you?**

Keeping track of customers.... however, we found that our POS system was more than adequate and did not need to spend more on Pipedrive.

**Official Response from Luiza Carvalho:**

> Hi!

We appreciate your feedback and we guarantee we will share it with our internal teams for improvements. 

We are sorry to hear you had this experience with our Support Team. This is not what we expect at all when in contact with our Experts. We could verify that our dedicated department has resolved the case with you but we would like to reassure you that any help you need, do not hesitate to contact our Support. 

Thank you! 

  ### 24. Lacking CRM Behind The Competition - Short Sales Cycles Only

**Rating:** 0.0/5.0 stars

**Reviewed by:** Max P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 25, 2023

**What do you like best about Pipedrive?**

Easy to get going when starting out with Pipedrive

**What do you dislike about Pipedrive?**

No campaign data transmitted via API, no automatic double-opt in, hard to manage existing customer business, hard to steer agents via advanced activity management and prioritization

**What problems is Pipedrive solving and how is that benefiting you?**

Pipedrive creates more problems than it solves. Advanced analytics are hard to implement, with email marketing and tracking being far behind competition like HubSpot

**Official Response from Luiza Carvalho:**

> Max, 
Thank you so much for taking the time to share your experience. We will make sure to forward it to our dedicated teams.
Keep an eye on our Community (https://community.pipedrive.com)/ and follow the news about Pipedrive! 


  ### 25. Service is bad even when you pay for most expensive plan that includes live support.

**Rating:** 0.0/5.0 stars

**Reviewed by:** Tobin S. | Realtor, MRP®, MilRES®, SRES®, e-Pro®, ASP®, GREEN™, REAC and MPA, Real Estate, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 30, 2023

**What do you like best about Pipedrive?**

Really nothing.  Interface is old and clumsy.

**What do you dislike about Pipedrive?**

I have had a software error problem for over one year.  Chat support does not really work.  Finally paid for most expensive plan to get live support.  Only problem is "live support" is with there most junior technicians

**What problems is Pipedrive solving and how is that benefiting you?**

Actually no problem.  Impossible to get live support that has any real knowledge of Pipedrive.

**Official Response from Luiza Carvalho:**

> Hi Tobin, 

Thank you very much for taking the time to share your experience with our team. 

We are very sorry you had this experience with our team. This is not what we expect and we will forward this case internally and make sure it will be taken into account for future improvement. 
Our team is always ready to help and they will do their best to assist you with your requests as soon as possible.
If there is anything we can help with, let us know. 

  ### 26. Ruined my experience with their poor customer service

**Rating:** 0.0/5.0 stars

**Reviewed by:** James J. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 04, 2023

**What do you like best about Pipedrive?**

Their email tracking feaure is broken, it caused all of my emails to go to spam

**What do you dislike about Pipedrive?**

I asked customer support to cancel my account and remove my card from their systems.
They emailed me that my account has been canceled.
I woke up the next day to an additional charge on my account.
I reached out to CS and asked for a refund, they told me that they will not refund me and that I should go to PayPal and contest the charges,
This has been by far the most horrible experience with a saas company in my life

**What problems is Pipedrive solving and how is that benefiting you?**

using it as a CRM, however the features were not fully working as detailed in my review

**Official Response from Luiza Carvalho:**

> Hi James, 

Thank you for your feedback! We are sorry to hear you had this experience with our Support Team, this is not what we expect at all when in contact with our Experts. 

Although we could not identify your contact with our team so we could investigate further, we would like to reassure you that our Support Team is here to help you 24/7 and we will be more than happy to help with any questions you might have.

Once again thank you for providing us with this feedback. We will forward this case internally and make sure it will be taken into account for future improvements. 

Thank you. 

  ### 27. Avoid Pipedrive for Chatbot & Customer Service

**Rating:** 0.0/5.0 stars

**Reviewed by:** Will S. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 12, 2022

**What do you like best about Pipedrive?**

We should have done better homework prior to shifting to Pipedrive - to try and integrate our TOFU tools/tech we moved to Pipedrive's chatbot. This thing destroyed our page loaded speed and unfortunately we didn't realize it for about 6 weeks. It resulted in about 1/6th of the number of leads via the chat (which was a huge source for us). 

I had two customer service issues with them as well. I've spent over 30 hours dealing with them on two very basic issues and they're still not resolved yet (we don't expect them to be before we move either)

Our company is extremely regretful we made the move over and based on the trust lost through this process we've decided it makes more sense to move to a more reputable platform. It has cost so much time, frustration, and money.

**What do you dislike about Pipedrive?**

Extremely poor tech for the chatbot

Very slow customer support - they work European Hours so if you in North America, South America or Asia/Pacific. Expect each query to take 24 hours. Just brutal.

Just avoid.

**What problems is Pipedrive solving and how is that benefiting you?**

They created more problems than solved. We looked to try and integrate our CRM and Chat Function/Bot into a single platform - their technology was inferior to anything else we've used and resulted in a massive decrease in leads via chatbot. 

CRM is OK.

**Official Response from Luiza Carvalho:**

> Hi Will, 

We appreciate your feedback and we are sorry to hear you had this experience with our Support Team, this is not what we expect at all when in contact with our Experts. Our Support Team works 24/7 for English and Portuguese, and you can verify the different hours for other languages on our article: https://support.pipedrive.com/en/contact-us

Regarding the issue reported above, we could verify that our dedicated department has contacted you to resolve the case. 

We apologize for any inconvenience this situation may have caused and if there is anything we can help with, let us know and we will be more than happy to help!

Kind regards, 
Pipedrive Team 

  ### 28. Avoid Pipedrive it's a disaster for your business

**Rating:** 0.0/5.0 stars

**Reviewed by:** Girdhar Singh S. | Digital Marketing Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 31, 2022

**What do you like best about Pipedrive?**

There is nothing helpful about Pipedrive and their support is very poor

**What do you dislike about Pipedrive?**

We have been a Pipedrive user for many many years and recently moved out. We had built so much tech over it that we kept compromising our experience but finally there was so much business loss with them that we had to move out. 

I want to tell you why you should think thrice not twice before even thinking of Pipedrive.

Their pricing is not transparent, they keep increasing the prices every now and then, and will automatically upgrade you to a new plan with a higher value and your card will be automatically charged for a higher amount. 
They will downgrade features in the current plan and ask you to upgrade to get the same features. We faced this issue multiple times across our journey of many years.
The tech of Pipedrive is outdated,  it often goes down and services become unavailable, you might lose critical hours during the day due to this. They have multiple stability issues. We lost business for days when this kept happening. 
Their API’s get unresponsive multiple times which led to choking out our entire sales funnel. 
 Worst part is the support response time is pathetically slow, it's anywhere between 2-4 days. We use 100’s of SAAS  products and this one is by far the worst ever. 

Honestly we should have moved out of Pipedrive years before, it's a disaster waiting for your business if you opt for it. I strongly suggest you take a demo of Leadsquared, Salesforce, and FreshSales if you are thinking of Pipedrive. Also if you like the UI interface of Pipedrive go n try Teamwave, it’s ⅕ the price of Pipedrive with almost all features. 

Regards,
Thrillophilia Team

**What problems is Pipedrive solving and how is that benefiting you?**

They are not solving any problem and their support is creating more issues instead of solving the problem

**Official Response from Luiza Carvalho:**

> Hi!

Thank you for sharing your feedback. 

We believe that the situation has been addressed internally and we would like to reinforce that if there is anything we can help with, our Support Team is here to help you in any situation.

We would like to point out that you can verify the costs for all our plans and features on our Pricing page: https://www.pipedrive.com/en/pricing, if you have any doubts you can always contact us to clarify.

Any changes to our plan's pricing or costs for any feature will be informed in advance and you can always address any concerns you have via our Support Team. 

Due to privacy and security policies, we do not make any changes to your account and billing information. Any changes must be done on your end and any price adjustments will be properly communicated in advance.

We apologize for any inconvenience this situation may have caused and we reassure you that truly care about your feedback, which will be forwarded to our dedicated teams.

Thank you! 


  ### 29. Previously Amazing, Now Shocking!

**Rating:** 1.0/5.0 stars

**Reviewed by:** Sam G. | Head Of Commercial, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 30, 2022

**What do you like best about Pipedrive?**

Have been for many years a huge Pipedrive fan due to how easy it is to set up and use on a day to day basis. Was easy to tweak, play around and make you're own with out a silly saleforce implementation partner and cost

**What do you dislike about Pipedrive?**

It crashes, crashes some more and crashes again. Customer service really couldn't care less about it and you just end up with various elements of the system that just don't work, so makes the platform redundant. Even with several issues raised, still cant speak to someone via screen share and just sent down the chat bot route over and over again.

Also the way leads create a mess in the system, vs keeping them clear of your main database until you qualify them

**What problems is Pipedrive solving and how is that benefiting you?**

Its not any more!

  ### 30. Disappointing stability in a mission critical application

**Rating:** 0.5/5.0 stars

**Reviewed by:** Adam R. | Founder, CEO

**Reviewed Date:** April 19, 2022

**What do you like best about Pipedrive?**

Pipedrive has a great visual interface for the pipeline view.  Calling integrated is a great feature (when it works)

**What do you dislike about Pipedrive?**

The application itself is good, however, support and stability are sub-par. In our years of Pipedrive usage, we've noticed a steep decline in the stability of the app.  Multiples a week we'll have our entire team go down for hours at a time with no explanation from support. 

Moreover, during this downtime, we have to interface with their support who simply walks us through the same troubleshooting steps as anyone else.  Even though this is a system outage. 

Don't ever expect Pipedrive to take credit for outages either.  As I type this, there is an outage and status.pipedrive.com still indicates everything is fine over an hour after it bagan.

**What problems is Pipedrive solving and how is that benefiting you?**

Previously, we were able to use pipedrive to keep our calling team on task.  Unfortunately, the lack of stability with calling shows.

  ### 31. Hopeless support

**Rating:** 0.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 19, 2022

**What do you like best about Pipedrive?**

Lower price than some competitors. Clean UI look. Android app.

**What do you dislike about Pipedrive?**

Poor UX. Importing data fails 100% of the time. Customer support is utterly hopeless. They have created more work for us than Pipedrive has ever saved. They cannot event identify their own customers and refuse to talk to you about the problems they introduce into your account.

**What problems is Pipedrive solving and how is that benefiting you?**

Currently none.

**Official Response from Luiza Carvalho:**

> Hi! 

We truly appreciate your feedback. 

We are sorry to hear you had this experience with our Support Team, this is not what we expect at all when in contact with our Experts. We would like to reassure you that our Support Team is here to help you 24/7 and we will be more than happy to help with any questions you might have.

Once again thank you for providing us with this feedback. We will forward it internally and make sure it will be taken into account for future improvements. 



  ### 32. Very difficult UX and help content is very difficult to explore

**Rating:** 1.0/5.0 stars

**Reviewed by:** Khurshid S. | Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 14, 2022

**What do you like best about Pipedrive?**

You can connect your email to the PipeDrive dashboard and you can email clients/prospects/contacts from the dashboard without logging in to your email. Free trial helps you understand the dashboard better and you can check all the features without spending a dime.

**What do you dislike about Pipedrive?**

The dashboard is so difficult and there are literally no videos/articles through which you can understand the software better and step by step. The number of integrations is so less.

**What problems is Pipedrive solving and how is that benefiting you?**

We signed up so we can approach prospects related to our industry.

  ### 33. Too simplistic

**Rating:** 1.0/5.0 stars

**Reviewed by:** Amii S. | Sr Director of BD, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 14, 2022

**What do you like best about Pipedrive?**

Pipedrive is affordable.  It served a purpose at early stages.

**What do you dislike about Pipedrive?**

Not sophisticated enough to serve up the data needed.

**Recommendations to others considering Pipedrive:**

For starting out, this is a great way to kick off, but won't get you to the next stage of growth.

**What problems is Pipedrive solving and how is that benefiting you?**

It's not.  We moved to Sales Cloud with Salesforce.

**Official Response from Luiza Carvalho:**

> Hi Amii, 
Thank you for reaching out and providing us with valuable feedback. We will make sure to forward any feedback to our dedicated teams. 
We wish you all the best! :D 
Kind regards, 
Pipedrive Team 


  ### 34. Disorganized, very limited CRM

**Rating:** 1.0/5.0 stars

**Reviewed by:** Matthew M. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 03, 2022

**What do you like best about Pipedrive?**

Could have some valley for a very tiny organization, limited growth potential.

**What do you dislike about Pipedrive?**

Organization, limited tools, the flow of the CRM just doesn't function well past that of a single person organization or business.

**What problems is Pipedrive solving and how is that benefiting you?**

Needed a CRM for sales tracking, setting tasks for the future, keeping track of large number of prospects

  ### 35. Don't Expect Any Service or Support From Pipedrive

**Rating:** 0.0/5.0 stars

**Reviewed by:** Jeff  G. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2021

**What do you like best about Pipedrive?**

The deals pipeline is well designed and functions.

**What do you dislike about Pipedrive?**

We've been on Pipedrive for a month now, and it's evident we made a huge mistake by selecting this CRM.

I'll start by saying that we're not rookies when it comes to CRM systems. We were an ACT user from 1999-2015, then switched to Infusionsoft which was a great solution until they lost their footing. Earlier this year we started investigating new solutions and liked the featured of Pipedrive compared to their competitive set. While we still like the features, their onboarding and client support is absolutely HORRENDOUS.

If you need any degree of assistance in onboarding your team, this is NOT the solution for you. 

Case in point: we were assigned a Customer Success Manager upon onboarding. His experience is all of 4 months with the company and barely knows his way around the system, much less being able to train a sales team that needs this to help them do their jobs. We've had two "training sessions" with that we abysmal. He can't answer basic questions about how companies and sales people should use the software and at one point I literally had to take over the screen share. 

We went to our sales rep, Spencer asking for a new trainer and he ghosted us - not once, but twice.

They do have online support, but it's less than helpful. Simple things like how to connect Gmail they have to elevate to "engineers" and still aren't fixed. We've had multiple issues with data imports and their merge features. All of which require intervention and should be simple fixes.

What's sad about this is that we're trying to rebuild our business out of COVID, and they sold their training as a main benefit of the system. Instead, it is their achilles heel. 

I just wish we would have known this before pulling the trigger on Pipedrive.

**What problems is Pipedrive solving and how is that benefiting you?**

There's no problems that Pipedrive has solved, only caused internal issues with our team who's left to watch videos to figure out how to use the software.

  ### 36. It should be renamed to Bugdrive!

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2021

**What do you like best about Pipedrive?**

API is rich. UI is OK but overall, nothing special.

**What do you dislike about Pipedrive?**

Never ending bugs, delayed webhooks, NO IMPROVEMENTS whatsoever within the last year. The same bugs are still happening over and over. 

Always the same response from their support.  For example, we constantly struggle with delayed webhooks by several hours. This has happened to us at least 20 times this year.

Just look at their status page: https://status.pipedrive.com/ and see how many bugs they generate. Those bugs affect how your team works (not loading UI, delayed API etc.). We lose deals because of this nonsense.

**What problems is Pipedrive solving and how is that benefiting you?**

It's a CRM like any other so we just do our business-as-usual lead management in there.

**Official Response from Luiza Carvalho:**

> Hi there, 

First of all, I would like to thank you for providing us with feedback on your experience with our Support Team. This is not what we expect at all when in contact with our Experts.

We apologize for any inconvenience this situation may have caused in your business, we can understand how this can impact your work. Service interruptions can be caused by different factors but we can guarantee we will look into any issues being reported carefully and as quickly as possible. 

Although we could not identify your contact with our team so we could investigate further, we would like to reassure you that our Support Team is here to help you 24/7 and we will be more than happy to help with any questions you might have. 

Once again thank you for providing us with this feedback. We will forward this case internally and make sure it will be taken into account for future improvements.

Kind regards, 
Pipedrive Team. 

  ### 37. Run - Bad Customer Service - I had to switch after 5 years

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 03, 2020

**What do you like best about Pipedrive?**

The sales pipline view is nice visually.

**What do you dislike about Pipedrive?**

Where do I start?  Perhaps with the poor customer service.  It has dwindled through the years to the point that you are just speaking to a robot that points out "Terms of Service".  The updates that they do, they try to up-charge you.  The updates that they focus on are irrelevant to everyday needs.  What I finally figured out was that this CRM has to be customized to the point that it is non-functional to actually work.  You have to over-complicate it to get it to work at all.  I am done.  The final straw was their refusal to credit back users that shouldn't have been charged on the day that they were charged.  Look around and you will find more affordable, easier to use CRMs.

**What problems is Pipedrive solving and how is that benefiting you?**

I dropped them because the benefits were scarce.

  ### 38. salesforce is better

**Rating:** 1.0/5.0 stars

**Reviewed by:** Ari S. | Loan Originator, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2021

**What do you like best about Pipedrive?**

i like deals dashboard where you can organize your deals in stages

**What do you dislike about Pipedrive?**

it's cheap. doesn't seem to have very many capabilites or cusomization. interacting with your team through it is not very user friendly

**What problems is Pipedrive solving and how is that benefiting you?**

Customer management and prospecting. not many other benefits per se

**Official Response from Luiza Carvalho:**

> Hi Ari, 

Thank you for your valuable feedback! 

Although there was always room for improvement, you can custom-fit Pipedrive to suit your business needs: custom fields, stages, pipelines, dashboards, reports, document templates, and more. You can check further information on the link below. 

Pipedrive is an all-purpose CRM, designed to support established corporations as well as growth-minded organizations who need a way to scale effectively. With Pipedrive, you get access to the features you need and don't need an IT degree to figure them out.

If you have any doubts or need any help regarding your Pipedrive account, do not hesitate to contact our Support Team. They are here 24/7 and will be happy to help! 

Have a lovely week. 

Kind regards, 
Pipedrive Team. 



Useful links: 
- Pipedrive Academy: 
https://www.pipedrive.com/en/academy/courses/custom-fit-pipedrive-to-suit-your-business-needs-growing-with-pipedrive/chapters/introduction-customizing-pipedrive?ref=help_center_search
- Pipedrive vs. Salesforce: 
https://www.pipedrive.com/en/crm-comparison/salesforce-alternative

  ### 39. This tool is for startups and startups only!!

**Rating:** 1.0/5.0 stars

**Reviewed by:** Robert S. | Member, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 06, 2020

**What do you like best about Pipedrive?**

It stores data for sales org and the UI is pretty easy to maneuver through the platform.

**What do you dislike about Pipedrive?**

Limited to what processes can be built out and the dashboard section is a joke! They have a lead section that doesn't do anything with leads and they do a poor job of making features better than what they could be. Definitely not the most effective/efficient tool to have for a business

**Recommendations to others considering Pipedrive:**

I am experienced with using CRMs and familiar to much more powerful tools then this platform, it probably would help a small business tremendously but I am looking to implement some workflows and processes that this tool just can not do and also the support is really bad.

**What problems is Pipedrive solving and how is that benefiting you?**

Company currently uses it as a CRM to store accounts and contacts and opportunities. It would be good for a start up to have something in place but if you have a complex sales cycle/process it is NOT the tool to go with.

  ### 40. Horrible support team, riddled with bugs

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 28, 2021

**What do you like best about Pipedrive?**

nothing good about this, frankly horrible

**What do you dislike about Pipedrive?**

the support team tries to squeeze you for more money to fix their broken buggy software. They are rude, lazy and have no clue what they are doing. I also assume most of the reviews you will see are done by the pd employees, which should not be legal

**What problems is Pipedrive solving and how is that benefiting you?**

Pipedrive doesn't solve any problems, it creates more problems frankly

  ### 41. Not for the savvy sales person

**Rating:** 1.0/5.0 stars

**Reviewed by:** damien f. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 20, 2020

**What do you like best about Pipedrive?**

Simple to use with a fair range of integrations that are mostly easy to set up and work pretty well

**What do you dislike about Pipedrive?**

Lacks a lot of agility. Many functions are locked to admin users only with little functionality to enable certain functions to specific team members. Workflow is pretty basic with little functionality with managing groups of contacts, companies or current deals within your pipeline making it difficult to manage broadcasting activity that may requires different follow activity for each contact - Making lead generation and 'in mass' rather slow moving or ABM workflows time consuming.

**Recommendations to others considering Pipedrive:**

Unless you are simply managing one deal to the other, don't use it. It lacks any real understanding of sales people or business developer that take a multi-channel approach to lead generation. There is a massive disconnect in the platforms ability to develop activities on mass and to segment those activities down to the individual contacts and companies. When you place multiple contacts to the same activity such as 100 people reached out on linkedIn the follow up is going to be hard to manage without a spreadsheet of all those you reached out to and using it alongside pipedrive (making the activity follow up feature pretty redundant)

There are also annoying bugs such as losing the scroll bar on certain tasks where you need to see all the details further up or down the page.

Finally, there appears to be next to no reporting in any part of the platform outside of deal value.

**What problems is Pipedrive solving and how is that benefiting you?**

To be honest not many that a simple spread sheet could solve in the same amount of time. I will say that logging automation workflows within email works well saving to have to update each contact with the specific email sent but I would expect that from most CRMs.

  ### 42. Email system is almost unusable

**Rating:** 0.0/5.0 stars

**Reviewed by:** Erika S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2020

**What do you like best about Pipedrive?**

Good looking software with decent UI and quick support

**What do you dislike about Pipedrive?**

Pretty high pricing
Email subsystem is almost unusable with (re-)appearing bugs every week: disappearing email history, emails not synced, wrong contact dates, incorrect Sender names, etc. So you cannot rely on the service and must use Gmail business service as a main driver anyway.
So overall we being bug-hunters, pay for the service and never get offered any discount for spending countless hours dealing with bugs

**What problems is Pipedrive solving and how is that benefiting you?**

Using as a daily CRM system for our company

  ### 43. Ridiculous support

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 07, 2020

**What do you like best about Pipedrive?**

Software is simple and easy to learn for our needs.

**What do you dislike about Pipedrive?**

Their support is awful! They simply cannot solve your problems and will be bouncing back between engineering and support all the time. I have one customer support thread with over 60 replies already (50 days open)  which never gets fixed. Their calling system also doesn't work. Their payment system fails sometimes and our account just gets blocked, even though our credit card is perfectly fine. I have screenshots of all these issues. Thinking seriously about moving to a more professional platform.

**Recommendations to others considering Pipedrive:**

Beware that their support is terrible.

**What problems is Pipedrive solving and how is that benefiting you?**

Sales, pipeline, CRM recording

  ### 44. Looks Cute

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 02, 2019

**What do you like best about Pipedrive?**

It looks cute and can be a fun way to move around your leads. If you want to pay to play this is the software for you. 

**What do you dislike about Pipedrive?**

Actually managing data takes a lot of practice as customer service won't help you. If you can maange that, you're still up for a challenge because if there are any problems whatsoever, there isn't anyone to help you. All of our leads were deleted when we uploaded new leads from a spreadsheet. When we asked for help we were told someone would help "as soon as possible." As lead generation is an imperative portion of our business operations this lack of assistance was a illustration of pipedrive's lack of understanding of the role CRM software plays in a business's ability to succeed. For pipedrive to be apart of our business operations would require them to respond urgently and adaptively. We can't simply wait and see when it comes to the day to day ability for our business to see even a minimal return. 

Finally, we are an agency that sets our clients up with CRM, lead nurturing, an additional SaaS. We bring business to partners such as Pipedrive and they were completely unwilling to work with us as a collaborative team. If lead nurturing and sales aren't a priority for customer service reps when dealing with their clients (and agencies who could potentially bring them endless clients) then this is a business who does not have an intention to grow with their clients. 

Maybe they are good for a small business who just wants to manage leads (something that can easily be done in as spreadsheet) but anything beyond that is not what they prioritize. 

**Recommendations to others considering Pipedrive:**

good for small business owners that don't like spreadsheets

**What problems is Pipedrive solving and how is that benefiting you?**

Cute, no benefit if you have the ability to manage a spreadsheet. 

  ### 45. adfasllñadfslñdfklñaklñklñsadfklñakldfklñaqdfklñadfkñlaklñdsfklñasdfm,qwerweiorqwerewr

**Rating:** 0.0/5.0 stars

**Reviewed by:** Cristiana S. | Especialista en ingeniería de software, Enterprise (> 1000 emp.)

**Reviewed Date:** November 06, 2019

**What do you like best about Pipedrive?**

The text appears to be a random string of characters and does not contain any meaningful content to translate.

**What do you dislike about Pipedrive?**

afkoadfkaskldfklñasklñdfklñafklñklasdfaklñfoqipwpriowoqeiprqweroqopierklñasfklaklalñsdfklañklafd

**Recommendations to others considering Pipedrive:**

qwperqweriopqweiriopqweriopqwioperiopqwerpioqwerklasklñklñdfklñasklñdfasklñdfasdkqwiopeioweqioprqiopeiopqwerkasjkdjklasdfjkajkldfajklsdfjkajklsdfjkadsfuiqwerioquwerreq

**What problems is Pipedrive solving and how is that benefiting you?**

apfaofoqweriopiopwerpioiopqerioperiopioqerioqweprklqerklkqwerklqwerlklakdklaklfkldasfkladf

  ### 46. I've been using Pipedrive for almost a year 

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2019

**What do you like best about Pipedrive?**

Easy to use, customizable fields, integrated with mailchimp

**What do you dislike about Pipedrive?**

I have been experiencing the same issue for the third time. Only this time it has been 10 days now and the issue is not fixed. The issue is: my new contacts from Gmail do not get automatically added to pipedrive. This create a significant work overload for me as I rely on my CRM"s full integration with Gmail. I have lost sales because of this issue. And after 5 days a solution was offered but it didn't fix the issue. Now we are at 10 days and no solution to fix the issue has been offered. 

**Recommendations to others considering Pipedrive:**

Ask about their customer support

**What problems is Pipedrive solving and how is that benefiting you?**

I'm using it as CRM only.

  ### 47. Insufficient for Small Businesses

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 16, 2019

**What do you like best about Pipedrive?**

I was the CRM admin at a 20 person start-up and Pipedrive was lacking several features. The tool had a nice UI, but that was one of the only benefits.

**What do you dislike about Pipedrive?**

Pipedrive lacked customization options that are needed for any company that isn't a mom and pop shop. Pipedrive integrated with very few external services, terrible customer service and offers only extremely superficial features. It may be inexpensive, but don't let the price entice you; Hubspot and Zoho are much much better options for a similar cost.

**What problems is Pipedrive solving and how is that benefiting you?**

Moving off of Pipedrive was one of the best decisions the company made. 

  ### 48. Used to love pipedrive and recommend... So many issues Exporting data and dealing with support

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 15, 2018

**What do you like best about Pipedrive?**

Relatively simple and straight forward, fairly solid CRM. Good email integration, glitchy at first but worked in the end. The app is okay, not that we use it very much but I guess its a bonus to have an app for the platform. Forms for collecting data work okay and feed in to pipedrive which is pretty useful. Has a good a mount of integrations which can make it more interesting for advanced users.

**What do you dislike about Pipedrive?**

I used to constantly recommend Pipedrive and think it was an extremely good piece of software. I've recommended the CRM to plenty of friends and clients and no doubt created a lot of business for them. I have however recently had so many issues moving data between our accounts that I'm close to giving up. The data export is far too complicated and I can only assume is designed to prevent people from moving data. Data reverts dont work for me due to a glitch and support are refusing to try upload/revert themselves. The whole process is incredibly frustrating and their support is designed so that the user has to fix issues themselves. 

It's incredibly sad to see a company lose its way like this. To go from being a huge fan who would refer business to having to write negative reviews as im sick and tired of trying to liaise with their support and move data around. It feels like they've forgotten who the customer is.

Looks like as a company we will probably end up leaving them now, unfortunately.

**Recommendations to others considering Pipedrive:**

The system used to meet our requirements, multiple issues recently have meant that we're likely to leave the platform. We've lsot business recently due to a couple of glitches that have affected our marketing and sales follow up as a result.

**What problems is Pipedrive solving and how is that benefiting you?**

Used to be good to be able to see different work across all users, setting permissions was as a whole prety good. However due to the issues we've had recently with the system it's hard to name many benefits anymore.

  ### 49. Worst CRM experience

**Rating:** 0.5/5.0 stars

**Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 29, 2018

**What do you like best about Pipedrive?**

Simple dashboard view and the use of sales funnel visuals

**What do you dislike about Pipedrive?**

most everything - price, lack of features, lack of support via phone (have to pay almost 5X more monthly to get the package that allows you phone support!!), missing mission critical/crucial parts of a CRM and reporting for any management, constant glitches, constant failures of the system and outages, the list goes on and on and on.

**Recommendations to others considering Pipedrive:**

Go for another, better established CRM - Like Hubspot or Zoho or SalesFlare

**What problems is Pipedrive solving and how is that benefiting you?**

we needed an affordable crm solution and it's only better than pad and paper - but not much and on some days, most of us would prefer the pad and pen!

  ### 50. What's the Point of Gathering Info if you can't compile into a report?

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 26, 2019

**What do you like best about Pipedrive?**

Simplicity, but tobacco fault. It is over simplified in the most important feature that I rely on for planning and marketing research -REPORTS are severely lacking.

**What do you dislike about Pipedrive?**

The reporting feature is horribly simple.

**What problems is Pipedrive solving and how is that benefiting you?**

CRM. Follow-ups and activity planning.


## Pipedrive Discussions
  - [What is the best way to use email marketing with Pipedrive?](https://www.g2.com/discussions/12132-what-is-the-best-way-to-use-email-marketing-with-pipedrive) - 3 comments, 3 upvotes
  - [What is next best alternative of Pipedrive?](https://www.g2.com/discussions/33548-what-is-next-best-alternative-of-pipedrive) - 1 comment, 3 upvotes
  - [How do I move deals between stages with any email marketers?](https://www.g2.com/discussions/how-do-i-move-deals-between-stages-with-any-email-marketers) - 2 comments, 2 upvotes
  - [Can I change the color of the interface?](https://www.g2.com/discussions/can-i-change-the-color-of-the-interface) - 1 comment, 1 upvote
  - [What are all Software with which the product could be integrated with?](https://www.g2.com/discussions/what-are-all-software-with-which-the-product-could-be-integrated-with) - 1 comment, 1 upvote

- [View Pipedrive pricing details and edition comparison](https://www.g2.com/products/pipedrive/reviews?filters%5Bnps_score%5D%5B%5D=1&section=pricing&secure%5Bexpires_at%5D=2026-08-10+20%3A37%3A45+-0500&secure%5Bsession_id%5D=0a638104-53b6-4746-a447-467be71d6cb6&secure%5Btoken%5D=4e25dafdc5c2668ba82cd57cbc29d0dfb70747d546eddd140dae91c305e25885&format=llm_user)
## Pipedrive Integrations
  - [3CX](https://www.g2.com/products/3cx/reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews)
  - [Aircall](https://www.g2.com/products/aircall/reviews)
  - [Amplemarket](https://www.g2.com/products/amplemarket/reviews)
  - [Apollo.io](https://www.g2.com/products/apollo-io/reviews)
  - [Asana](https://www.g2.com/products/asana/reviews)
  - [Boomerang for Gmail](https://www.g2.com/products/boomerang-for-gmail/reviews)
  - [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews)
  - [Calendar](https://www.g2.com/products/calendar/reviews)
  - [Calendly](https://www.g2.com/products/calendly/reviews)
  - [CallTools](https://www.g2.com/products/calltools/reviews)
  - [CircleLoop](https://www.g2.com/products/mission-labs-ltd-circleloop/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [Clay](https://www.g2.com/products/clay-com-clay/reviews)
  - [CloudTalk](https://www.g2.com/products/cloudtalk/reviews)
  - [CompanyCam](https://www.g2.com/products/companycam/reviews)
  - [Confluence](https://www.g2.com/products/confluence/reviews)
  - [Convex](https://www.g2.com/products/convex/reviews)
  - [CRM Assistant for Gmail™](https://www.g2.com/products/crm-assistant-for-gmail/reviews)
  - [Drive Uploader](https://www.g2.com/products/drive-uploader/reviews)
  - [Facebook](https://www.g2.com/products/facebook/reviews)
  - [Fireflies.ai](https://www.g2.com/products/fireflies-ai/reviews)
  - [Google Ads](https://www.g2.com/products/google-ads/reviews)
  - [Google Authenticator](https://www.g2.com/products/google-authenticator/reviews)
  - [Google Meet](https://www.g2.com/products/google-meet/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)
  - [Harvest](https://www.g2.com/products/harvest/reviews)
  - [HostBill](https://www.g2.com/products/hostbill/reviews)
  - [HQ Rental Software](https://www.g2.com/products/hq-rental-software/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [Hunter](https://www.g2.com/products/hunter/reviews)
  - [Instantly](https://www.g2.com/products/instantly/reviews)
  - [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews)
  - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)
  - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews)
  - [JobTread](https://www.g2.com/products/jobtread/reviews)
  - [Jotform](https://www.g2.com/products/jotform/reviews)
  - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews)
  - [Keap](https://www.g2.com/products/thryv-keap/reviews)
  - [Klaviyo](https://www.g2.com/products/klaviyo/reviews)
  - [Klenty](https://www.g2.com/products/klenty/reviews)
  - [Leadfeeder](https://www.g2.com/products/leadfeeder-leadfeeder/reviews)
  - [Leadinfo](https://www.g2.com/products/leadinfo/reviews)
  - [lemlist](https://www.g2.com/products/lemlist/reviews)
  - [LinkedIn Groups](https://www.g2.com/products/linkedin-groups/reviews)
  - [Lusha](https://www.g2.com/products/lusha/reviews)
  - [MailerLite](https://www.g2.com/products/mailerlite/reviews)
  - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft D365FO Connector for ADP Workforce Now®](https://www.g2.com/products/microsoft-d365fo-connector-for-adp-workforce-now/reviews)
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [MileIQ](https://www.g2.com/products/mileiq/reviews)
  - [n8n](https://www.g2.com/products/n8n/reviews)
  - [Odoo Accounting](https://www.g2.com/products/odoo-accounting/reviews)
  - [Oneflow](https://www.g2.com/products/oneflow/reviews)
  - [Ortto](https://www.g2.com/products/ortto/reviews)
  - [PandaDoc](https://www.g2.com/products/pandadoc/reviews)
  - [Paycove](https://www.g2.com/products/paycove/reviews)
  - [Qlik Sense](https://www.g2.com/products/qlik-sense/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Quo](https://www.g2.com/products/quo-quo/reviews)
  - [RD Station Marketing](https://www.g2.com/products/rd-station-marketing/reviews)
  - [RingCentral Contact Center](https://www.g2.com/products/ringcentral-contact-center/reviews)
  - [RingCX](https://www.g2.com/products/ringcx/reviews)
  - [RingEX](https://www.g2.com/products/ringex/reviews)
  - [Ringover](https://www.g2.com/products/ringover/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews)
  - [Seamless (formally Seamless.AI)](https://www.g2.com/products/seamless-formally-seamless-ai/reviews)
  - [Shopify](https://www.g2.com/products/shopify/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews)
  - [Sprout Solutions](https://www.g2.com/products/sprout-solutions-philippines-inc-sprout-solutions/reviews)
  - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews)
  - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews)
  - [Stripe Invoicing](https://www.g2.com/products/stripe-invoicing/reviews)
  - [Surfe](https://www.g2.com/products/surfe/reviews)
  - [Talkdesk](https://www.g2.com/products/talkdesk/reviews)
  - [TimelinesAI](https://www.g2.com/products/timelinesai/reviews)
  - [Trello](https://www.g2.com/products/trello/reviews)
  - [Twilio](https://www.g2.com/products/twilio/reviews)
  - [Webflow](https://www.g2.com/products/webflow/reviews)
  - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews)
  - [Xero](https://www.g2.com/products/xero/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)
  - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews)
  - [Zoom Events and Webinars](https://www.g2.com/products/zoom-events-and-webinars/reviews)
  - [Zoom Rooms](https://www.g2.com/products/zoom-rooms/reviews)

## Pipedrive Features
**Sales Force Automation**
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Email Marketing**
- Email and Mobile Preview
- Manage Email Lists
- High-Volume Sending
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses
- Multi-user Account
- Surveys

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design
- Forms Creation & Design

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- CRM Integration

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Analytics**
- Open Rates
- Link Activity
- Attachment Activity

**Incentives**
- Badges
- Triggers
- Leaderboards

**Additional Functionality**
- Embedded Forms
- Offline Capability
- Notifications
- Payments
- Mobile Forms
- Customizable Forms
- Real-Time Notifications
- Alerts/Notifications

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- Customizable Branding
- SSL Security
- API
- Document Management
- Document Storage
- Collaboration Tools
- Data Capture and Transfer
- Autofill
- Multi-Channel Distribution
- Convert to PDF
- Customizable Templates
- Media Library
- Generative AI
- Full Text Search
- Surveys & Feedback
- Data Import/Export
- Forms Management
- Electronic Signature
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Template Management
- Mobile Access

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting
- Budgeting/Forecasting
- Correlation Analysis
- Competitive Analysis
- Sales Trend Analysis
- Statistical Analysis

**Customizations**
- Email Platform Integration
- Email Scheduling
- Real-Time Notifications
- Email Categorization
- Templates
- Third-Party Integrations

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**Generative AI**
- Generative AI

**Additional Functionality**
- Contact Management
- Email Marketing
- Drag & Drop
- Drip Campaigns
- Workflow Management
- Customizable Fields
- Monitoring
- CRM
- Team Management
- Click Tracking
- Subscription Management
- Activity Dashboard
- API
- Location Tracking
- Customer Segmentation
- Geolocation
- Customizable Branding
- Activity Tracking
- Data Import/Export
- Mailing List Management
- Campaign Management
- Email Management
- Audience Targeting
- Reporting/Analytics
- AI Copilot
- Email Distribution
- Email Reminders
- Autoresponders
- Engagement Tracking
- Event Triggered Actions

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking
- Predictive Analytics
- Visual Analytics
- Task Management
- Contact Management
- Lead Management
- Opportunity Management
- Workflow Management

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Additional Functionality**
- Dynamic Modeling
- Lead Qualification
- Lead Capture
- Real-Time Reporting
- Contact Database
- API
- Reporting & Statistics
- Role-Based Permissions
- Collaboration Tools
- Dashboard Creation
- Modeling & Simulation
- Exception Reporting
- Generative AI
- Sales Reports
- Performance Metrics
- "What If" Scenarios
- Customizable Reports
- Data Import/Export
- AI Copilot
- Graphical Data Presentation
- Drag & Drop
- Access Controls/Permissions
- Alerts/Notifications
- Business Process Control
- Multi-Currency
- Pipeline Reports

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Reporting & Analytics**
- A/B Testing
- Basic Reporting

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- Generative AI
- Proposal Generation

**Generative AI**
- Generative AI

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Agentic AI - Email Marketing**
- Autonomous Task Execution
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Cross-system Integration

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- CRM Integration
- Social Media Integration
- E-Commerce Integration
- Third-Party Integrations

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

**Additional Functionality**
- Personalization
- Autoresponders
- Customer Segmentation
- Newsletter Management
- AI Copilot
- WYSIWYG Editor
- Engagement Tracking
- Preview Functionality
- Email Tracking
- Email Campaign Management
- Landing Pages/Web Forms
- Customizable Branding
- Lead Capture
- Mobile Optimization
- Customer Journey Mapping
- ROI Tracking
- Activity Dashboard
- Customizable Fields
- Reporting/Analytics
- Click Tracking
- List Management
- GDPR Compliance
- Subscriber Management
- Email Sequences
- Campaign Scheduling
- Event Triggered Actions
- Multi-Language
- Template Management
- Customizable CTAs
- Real-Time Analytics
- Dynamic Content
- CAN-SPAM Compliance
- Multi-Channel Marketing
- HTML Editor
- Contact Management
- Drip Campaigns
- Campaign Analytics
- Product Recommendations
- Image Library
- Workflow Automation

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