Pipedrive Reviews & Product Details

Pipedrive would work well for a larger organization with one or two people whose only job was to manage the platform for its users. It is far involved features for end-users to manage AND focus on selling. Review collected by and hosted on G2.com.

The platform is BLOATED as is every Microsoft product. It also makes little sense. For example, it uses the term "LABEL" to mean tag but in two different ways. You have a group of labels for opportunities and another group for people. I see the difference, but don't label them the same way!

The automation is laughably over-complicated. The email editor is clunky at best. There is the option to integrate a MailChimp account, but what's the point of paying the same functionality elsewhere? I want to switch, but the platform's form as so embedded in my website, the migration seems daunting and ridiculously time consuming. Review collected by and hosted on G2.com.

Pipedrive’s drag-and-drop board is easily its best feature. It gives me instant clarity on where every deal stands at each stage, making pipeline reviews quick and straightforward, and it cuts down on the clutter that comes with managing sales in spreadsheets.

The task and activity management works like a daily execution engine for me, helping ensure follow-up calls, emails, and meetings are scheduled and logged so prospects don’t go cold. The desktop integration with Gmail/Outlook and my calendar also makes it easier to log interactions and update records right where I already work, without constantly switching tabs.

Automating basic follow-ups and task assignments has been seamless in my experience and saves me a few hours of admin work each week. The AI recommendations are often genuinely helpful for catching basic blind spots, like stale deals and neglected contacts, and they even suggest high-performing times to follow up. Review collected by and hosted on G2.com.

Keeping records clean can be difficult without manual deduplication, and contact details get cluttered quickly as the database grows. When I need more advanced forecasting or truly custom, deep-dive reporting, the reporting tools can feel limited or a bit rigid compared with dedicated analytics platforms. Multi-app sync also isn’t always reliable: it can lag, miss or drop activity logs, or require additional paid connector tools like Zapier to work smoothly. The native automation builder starts to feel restrictive as soon as I need multi-step logic or more complex, conditional routing, unless I bring in a third-party integration. I also tried the AI Smart Docs and the email writer for a quick follow-up proposal, but the tone came across as too generic and robotic, so I ended up manually rewriting most of it. Review collected by and hosted on G2.com.

I like the alerts because they help identify deals that were missed or skipped, so the team can follow up on an urgent basis. Performance-wise, it’s really great for tracking sales metrics, monitoring frequently used target metrics, and spotting pipeline flaws in real time, which makes it easier to streamline the overall process. The structured, formatted workflow from deal input through final closing helps the business operate more effectively. The visual pipeline is mostly great too: the drag-and-drop card model makes it quick to move deals through stages, separate tailored pipelines keep products/categories from getting mixed up, and the color-coded icons and stagnant-deal highlights make status checks easier. Review collected by and hosted on G2.com.

Setting up the API was frustrating. I ran into multiple blockers around how to structure the data, outdated API versions, and handling keys/authentication, especially when trying to move quickly. Third-party integrations also get complex because of lack of proper documentation and limited real-time updates, and integrating with 3rd-party apps can lead to data inconsistencies or dropped data that adds more troubleshooting. Customer support being available only for top-tier plans (not lower-priced products) creates another layer of difficulty when problems come up. Mobile access can feel very difficult with a large dataset since the app doesn’t respond smoothly, and call logging becomes challenging when numbers aren’t in the proper format or aren’t in the dedicated phone number field. Social integration also isn’t widely supported since it can’t send direct messages or respond through tools like Instagram/Facebook. Review collected by and hosted on G2.com.

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

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

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

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

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

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

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

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

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

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

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

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

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

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