Pipedrive Reviews & Product Details

I use Pipedrive primarily to manage prospects, track outreach, schedule follow-ups, and keep an eye on where different opportunities are in our pipeline. What I like most is how straightforward it is. It doesn't take a ton of setup or training to understand what's going on, and the pipeline view makes it easy to see what needs attention.

Email integration is also useful, and I like having activities and communication tied directly to each contact and deal. Review collected by and hosted on G2.com.

My biggest complaint is activity scheduling. I'd really like better support for recurring activities, as there are quite a few follow-ups and regular touchpoints that I currently have to manage manually.

It can also get confusing with deals and companies being separate, I also wish when you are in a company and sending an email it would let you pick from the people in that organization and or filter only them as you type instead of the full list of people. Review collected by and hosted on G2.com.

I’ve only ever used Pipedrive, so I can’t compare it with other sales tools. I like the option to send bulk emails to a list of leads. I make extensive use of the filter options and labels. I like the clear presentation of information and the ability to plan activities. I’m always well prepared, even if appointments get rescheduled or there’s a long gap until the next one. Creating products is also helpful. And the fact that you can ease yourself into it step by step and customise the platform to suit your own needs. The zoom integration is really helpful for Meeting planing an shorten communication too. The animations when winning a deal are fun. Being able to open, close and reopen deals are fine. Review collected by and hosted on G2.com.

- The shortcut to indent text isn't usable for QWERTZ key boards

- the edit bar for notes and emails would be more accessible if placed on the top, rather than the field bottom

- missing a video call meeting planning integration for cal.com Review collected by and hosted on G2.com.

What I like most is how simple and intuitive it is to manage the entire sales pipeline. We can quickly see where every deal stands, what needs to be followed up on, and what the next step is. Review collected by and hosted on G2.com.

One limitation is the pricing structure, which can feel quite fragmented. Some upgrades or additional features need to be applied to all users, which can make it harder to adopt specific functionalities only for the people who actually need them.

Another limitation for us is that we can’t easily associate multiple people with the same organization in the way we would like, which can make account management less flexible. Review collected by and hosted on G2.com.

Pipedrive is just really easy to use. I love being able to see exactly where every deal is in the pipeline and what I need to do next. It keeps me organized without feeling overly complicated or like I’m spending half my day managing a CRM instead of actually selling. Adding notes, activities, follow ups and moving deals through the pipeline is quick and intuitive. It has honestly become a big part of how I manage my day. Review collected by and hosted on G2.com.

There really isn’t much I dislike about it. If I had to pick something, I’d say some of the reporting and customization options can take a little time to figure out when you first start using them. Once everything is set up the way you want though, it works extremely well. Overall, any complaints I have are pretty minor compared to how useful it is day to day. Review collected by and hosted on G2.com.

There's a dizzying amount of features that very nearly account for all our needs. It's very sophisticated and complex. Review collected by and hosted on G2.com.

As a stone veneer manufacturer, on top of acquiring new dealers to work with, we have to maintain a relationship with our existing dealers to ensure that we maintain a cyclical buying pattern. We have to track that. Pipedrive addresses the need of acquiring new retailers to work with, but as far as this company has seen, it doesn't address the need of maintaining relationships and buying patterns of dealers already registered with us. Other customers sell competing stone suppliers as well, so we want to make sure that these retailers buy more from us than them; we should very much like to track that. There's an important difference between those registered stone veneer dealers who buy from us only ONCE, and those registered stone veneer dealers who buy habitually every season. Review collected by and hosted on G2.com.

The biggest benefit for me is how easy it is to visualise and manage the sales pipeline. It gives you a really clear overview of opportunities, upcoming activity and where each deal is in the process. I also like that it’s straightforward to use without feeling overly complicated, and there are plenty of features that can be tailored to suit different workflows. Review collected by and hosted on G2.com.

There can be a lot of features and settings to get familiar with, so it can take a little time to get everything set up exactly how you want it. Some of the more advanced features could also be a little more intuitive. That said, once you have your workflow established, it’s a very useful and reliable tool. It would be good to be able to archive users or organisations we no longer work with or who have retired, gone bust etc. Review collected by and hosted on G2.com.

The pipeline view is the thing I actually use all day. I can see every lead's stage at a glance and drag a deal forward without opening five tabs, which matters when I'm working a high volume of outreach. Activity reminders keep me from letting a follow-up slip, and the email sync means my conversation history lives on the deal instead of buried in my inbox. Customizing fields and stages to match how our intake process actually works took minutes, not a ticket to an admin. Review collected by and hosted on G2.com.

My work is high-volume outreach and intake, and Pipedrive starts to strain there. When I'm logging dozens of calls and follow-ups a day, the activity logging takes more clicks than it should, and there's no fast way to log an outcome and jump straight to the next contact. Bulk actions are limited, so cleaning up or re-staging a batch of leads after an outreach push means clicking through records one at a time. Reporting doesn't tell me what I actually want to know, like how many touches it takes before someone books, so I end up exporting to a spreadsheet to answer my own questions. Duplicate records also pile up when the same person comes in through two channels, and merging them is manual. Review collected by and hosted on G2.com.

We have recently been introduced to our customer success manager, Jose - he has been able to steer us in a new direction and has completely changed the way we look at Pipedrive Review collected by and hosted on G2.com.

I would have to say that we dislike the fact that every time we want to use a new feature, it seems to be in the next price bracket or service level.

Also, many of the user-definable options are complicated or time-consuming to set up Review collected by and hosted on G2.com.

Pipedrive is an excellent CRM for sales teams who want a simple, highly visual way to track deals without getting bogged down in administrative clutter. The pipeline view makes it effortless to see where every opportunity stands, which keeps the focus entirely on taking the next action. It is easy to set up, intuitive to use day-to-day, and offers great integration options to connect with the rest of your tech stack. Highly recommended for anyone looking to organize their sales process and drive pipeline momentum! Review collected by and hosted on G2.com.

While Pipedrive is great for pipeline management, there are a few drawbacks:

Limited Advanced Reporting: The native reporting and analytics feel basic compared to platforms like Salesforce or HubSpot, making it harder to pull deeply customized data without upgrading to higher tiers.

Basic Marketing Functionality: It is purely a sales CRM. If you want built-in email marketing automation or complex lead nurturing workflows, you have to rely heavily on third-party integrations.

Cost Escalation at Scale: Features like advanced permissions, phone support, and higher automation limits are locked behind the top-tier plans, which can make it expensive as your team grows.

Contact & Account Hierarchy: Managing complex relationships between multiple contacts, sub-companies, and parent accounts can feel a bit rigid compared to enterprise-focused CRMs. Review collected by and hosted on G2.com.

What I like best about Pipedrive is the ability to easily link deals and organizations, which makes it much easier to keep all related information connected and organized. I also really appreciate the bulk actions, as they save a lot of time when managing a large number of deals or clients. Review collected by and hosted on G2.com.

What I dislike about Pipedrive is that the automation features are still quite basic. I think they could be much more powerful with more advanced logic, such as loops (for/while), more complex conditions, and greater flexibility when working with multiple deals or organizations. This would make it possible to automate more complex workflows directly within Pipedrive. Review collected by and hosted on G2.com.