Pipedrive Reviews & Product Details

What is Pipedrive? Pipedrive is a sales CRM for small and medium-sized businesses, built around how salespeople actually work. It brings pipelines, customer context, sales automation, reporting, and AI into one easy-to-use system, without the cost or complexity of an enterprise platform. Reps see what needs attention, prepare for conversations, and follow through. Managers get a shared view of what’s moving, what’s stuck, and where to help. Pipedrive is built by salespeople and used by more than 100,000 companies worldwide. It treats sales as a craft: listening closely, reading the room, and earning trust one conversation at a time. Pipedrive’s approach to AI is to support salespeople, not replace them. Its AI takes on more of the work around selling, while people bring the judgment, empathy, and relationships. 🧑🏽‍💼 Who should use Pipedrive? - Sales reps managing multiple deals at once who want to see which deals need attention without digging through records. - Sales managers building a consistent process across the team and spotting stalled deals early. - Small and mid-sized teams that want an AI CRM that people actually use every day. - Businesses outgrowing spreadsheets or a basic CRM that want pipelines and workflows that scale with them. 💳 Is there a free trial? Yes. Pipedrive offers a free 14-day trial, no credit card required. KEY FEATURES ✅ Pipeline management and sales automation Pipedrive’s visual pipelines show where deals stand and what needs attention. Teams can customize stages, fields, and workflows around how they actually sell. Contacts, emails, and deal history stay connected, so picking up a conversation doesn’t start with a search through five tabs. Email sync, reminders, and automation keep follow-ups on track and repetitive tasks off the to-do list. More than 500 Marketplace integrations connect Pipedrive with other business tools. ✅ Reporting and revenue forecasting Pipedrive’s shared dashboards, customizable reports, and revenue forecasting help managers see what’s working, where deals are slowing down, and who could use support. ✅ Pipedrive Nova: AI meeting intelligence inside the CRM Pipedrive Nova is AI meeting intelligence built into Pipedrive, working around every sales conversation. Before a meeting, Nova prepares a brief from deal history, emails, and past conversations. During the meeting, it records and transcribes, so salespeople can focus on the customer instead of taking notes. Afterward, it summarizes the discussion, highlights next steps, and suggests CRM updates that salespeople review, edit, and approve before anything changes. ✅ AI Sales Assistant: deal summaries, win/loss patterns, and next actions While Nova works around meetings, Pipedrive’s AI Sales Assistant works across deals and pipeline data. It summarizes deals, surfaces patterns in won and lost opportunities, and recommends next actions. Salespeople can get up to speed on a deal quickly, and managers can ask questions about sales data, compare performance, and spot bottlenecks without leaving the CRM. ✅ Pipedrive MCP: connect ChatGPT, Claude, and other AI assistants to your CRM Pipedrive’s Model Context Protocol (MCP) server connects ChatGPT, Claude, and other compatible AI assistants to live CRM data. Teams can find deals, update contacts, and schedule follow-ups through plain-language requests. Existing Pipedrive permissions govern what each assistant can access and change. ✅ Customer conversations: WhatsApp integration and lead capture Pipedrive’s native WhatsApp integration brings messages into the CRM and links conversations to contacts, leads, and deals. The LeadBooster add-on captures leads through web forms, chatbots, and live chat. ✅ Projects: connecting sales and delivery The Pipedrive Projects add-on connects post-sale work to customer and deal history, so delivery teams can pick up where sales left off. AI-generated project briefs bring together commitments, notes, and files from the sales process, while project insights and Gantt timelines help teams track progress, workloads, and deadlines. ✅ Security and permissions: SOC 2, GDPR, and AES-256 encryption Pipedrive is SOC 2 and GDPR compliant. Customer data is protected with AES-256 encryption, 2FA, SAML SSO, and hourly backups. Visibility options and permissions control who can see and edit what, including custom visibility groups and permission sets. Security alerts, security rules, and a device history and audit log add further oversight.

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Pipedrive

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Languages Supported

Czech, German, English, Estonian, Finnish, French, Indonesian, Italian, Japanese, Korean, Latvian, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, Ukrainian, Chinese (Traditional)

Solution Type

All-in-One

Overview by

Pipedrive IT Team

Used by VOOOZER and 2 others

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Pricing

Pricing provided by Pipedrive.

Lite

$24.00

1 Seats Per Month

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Pipedrive Integrations

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Troy L.

Small-Business (50 or fewer emp.)

9/17/2026

"Intuitive"

5/5

What do you like best about Pipedrive?

It is easy to understand and figure out. It keeps things simple, and doesn't add unnecessary layers that makes it complicated like other CRMs. Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

My main thing I dislike about Pipedrive is not being able to pull a history record for a certain deal. For example, if I'm calling 50 people throughout my CRM about a "Deal" or listing I have for a property at abc Street, I can easily tag the Deal to the person in the notes, and that notes then can also be found in the Deal, along with anyone else whose been called on and tagged, but that list itself can't be easily downloaded or exported.

This matters to my team because we share the progress and direct feedback with out clients and share the notes so they can see first hand how the market is responding to their property.

This seems like a silly, easy fix that hasn't been figured out in Pipedrive yet. It's does all these amazing things, but it does not allow for the notes that already exist underneath a Deal to be easily downloaded. Review collected by and hosted on G2.com.

Shane D.

Customer Experience Coordinator

Small-Business (50 or fewer emp.)

9/17/2026

"Easy to use, clean interface with great features for customer tracking and communication"

5/5

What do you like best about Pipedrive?

Pipedrive is very easy to use with all of the functionality that I need to track the businesses and people that I communicate with. All of the information I need is available with a quick search and the ability to create saved filters has been a big time saver when it comes to running some of the processes that I need to run to keep our data accurate and up to date.

I can easily find communications that I have sent to clients in the past and the ability to set reminders has saved me on more than one occasion. I also like the ability that others can see the historical information for when I am away or in a call and unable to speak.

The ability to add user defined fields has also been a huge asset. We have been able to track information that is not natively tracked in Pipedrive. We can now track information specific to reports that we want to run related to churn. These help us to determine who we need to reach out to when churn inevitably happens to try and mitigate it or learn from it. Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

So far, I haven't come across anything that I truly dislike about Pipedrive. Review collected by and hosted on G2.com.

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

With a team that has multiple members, it is not always the same person that deals with any given client. Pipedrive allows us to see what each other has discussed with a Client so that we can reply with certainty if someone happens to be out of the office or unable to reply. We can also keep our client information up to date with ease so that we can be certain what we are looking at is likely the most up to date information available to us. Review collected by and hosted on G2.com.

Darya P.

Small-Business (50 or fewer emp.)

9/17/2026

"Perfectly easily to visualise your workload"

5/5

What do you like best about Pipedrive?

It is so easily intuitive. I don't need to guess where things may be or if I'm in the right area for the thing I'm doing. Everything is easily signposted and notated. The other great joy is that it is all colour coded. If a task is overdue, it's red (as it should be). Everything pops up linked so I don't have to fish for the deal it is trying to ping me for. Every note is in the same place so all team members are on the same page. Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

I don't love how I can't automate emails to go out once a deal reaches a particular amount of days of pending. I also wish it would set a task when I move it from one pipeline to the next. Review collected by and hosted on G2.com.

Chantal R.

Small-Business (50 or fewer emp.)

9/17/2026

"Client Success made manageable!"

5/5

What do you like best about Pipedrive?

love how easy it is to manage my sales pipeline and keep track of where each prospect is in the process. The visual layout makes it simple to organize leads, schedule follow-ups, and prioritize opportunities. It helps me stay organized and ensures potential clients don't fall through the cracks. Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

Some of the reporting and customization features could be more intuitive. Certain workflows require too many clicks, and I'd love to see more advanced automation included without needing additional upgrades. It can also take some time to set everything up efficiently for a specific sales process. Review collected by and hosted on G2.com.

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

Pipedrive helps me stay organized by keeping all my leads, client interactions, and follow-up activities in one place. It makes managing my sales pipeline easier, helps me prioritize opportunities, and ensures no potential clients fall through the cracks. This saves me time, improves my follow-up consistency, and allows me to focus more on building relationships and closing sales. Review collected by and hosted on G2.com.

Response from Jorge R. of Pipedrive

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Hi Chantal,

Thank you for the detailed feedback.

We’re glad Pipedrive makes it easy to manage your pipeline and keeps your leads, client interactions and follow-ups in one place, so you can focus on building relationships and closing sales.

We’re also noting your comments about reporting and customisation intuitiveness, the number of clicks in some workflows, advanced automation requiring upgrades, and the setup time for your sales process, and we’ll share your comments with the relevant teams.

Best regards,

Pipedrive Team

Verified User in Consumer Goods

Small-Business (50 or fewer emp.)

9/17/2026

"Overall an ok experience, with some frustrations."

2.5/5

What do you like best about Pipedrive?

I like the Activites view. It's important for me to see what my day/week looks like as I prioritize tasks*. Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

*I asterisked task because the only way we can assign enough relevant detail is by actually making activities not actual tasks. The "Tasks" in PipeDrive need to come a lot further and then it would be a really powerful project management tool as well.

(Not screaming but caps for importance). I STRONGLY DISLIKE THE FORCED POP UPS PIPEDRIVE HAS WHEN I LOG IN. Example include:

The pop for this very feedback. It greyed out my whole screen and forced me to either click the button or x.

Other times the pop ups are about events or seminars.

Nothing makes me want to stop using PipeDrive more than being forced to stop my workflow to check a mandatory ad.

If these we're discreet popups in the corner I'd click out of curiosity and also not feel angered by being forced to address it.

I could understand this if it were a "free" version of PipeDrive but it's not. Review collected by and hosted on G2.com.

Response from Jorge R. of Pipedrive

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Hi,

Thank you for sharing such detailed feedback.

We’re glad to hear that the Activities view is helping you plan your day and week, prioritize tasks, and manage projects with sensitive timelines. We also appreciate your feedback about the distinction between Activities and Tasks, and how more robust task management could make Pipedrive more useful for project-based workflows.

We’re sorry to hear about the forced pop-ups and how they interrupt your workflow. We understand how disruptive it can be when something blocks the screen while you’re trying to get work done. Your feedback about making these notifications more discreet, as well as your comments about task management and the purpose options, is valuable, and we’ll share it with the relevant teams.

Best regards,

Pipedrive Team

Benoit L.

Small-Business (50 or fewer emp.)

9/17/2026

"Pipedrive is the best CRM system, with no close second."

5/5

What do you like best about Pipedrive?

I spent over 25 years using various CRM systems before finding Pipedrive, and I can say without hesitation: this is the best CRM I have ever used, and it is not close.

Before Pipedrive, I was on Salesforce, and it was a genuine source of frustration. Salesforce is bloated, rigid, and requires an army of consultants just to make basic changes. Every small adjustment felt like a project. I was extremely disappointed with the experience and knew there had to be something better.

Pipedrive changed everything. It is highly modifiable, so I can shape the system around how I actually work instead of forcing my process into someone else's rigid template. It connects seamlessly with Outlook, so my email and my pipeline finally live in the same place without manual syncing or workarounds. And getting contacts in from Sales Navigator is effortless through a very affordable connector, built by a company that provides genuinely excellent customer service.

Here is the real proof: Pipedrive is so intuitive and so well designed that I have never once had to contact their support team. Not once, since the day I started using it. When a product is that easy to use, that says everything.

If you could see how seamless and comprehensive my CRM has become through Pipedrive, you would not even consider another platform. After 25-plus years of using CRM systems, this is the one I recommend without reservation. Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

I believe the following would be relatively easy to build, but at a coding level, maintaining it could turn out to be a nightmare for your staff. If calendar sync could recognize matching categories between Outlook and Pipedrive, so that not everything transfers back and forth, that would be fantastic. Right now sync is one-way (Pipedrive to Outlook), and only certain activity types carry over, which already tells me category-level control is technically possible. Also, if activities created in Pipedrive could populate Tasks in Outlook (again, recognizing matching categories), and tasks created in Outlook could populate in Pipedrive, the two-way street would be complete. Review collected by and hosted on G2.com.

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

Pipedrive is solving the problem of fragmented relationship management across multiple, very different lines of business. I run capital raises, real estate deals, and an ongoing outreach and events pipeline, all with different stakeholders, different stages, and different follow-up cadences. Before Pipedrive, that kind of complexity is exactly what pushed me toward something as heavy as Salesforce, assuming I needed an enterprise-grade tool to handle it. Pipedrive proved that assumption wrong.

The custom pipelines let me track a capital raise, a deal negotiation, and an outreach sequence side by side without forcing them into the same rigid structure. The Outlook integration means nothing falls through the cracks between email and my pipeline, so a contact I am nurturing does not go cold just because a conversation happened over email instead of inside the CRM. And because it is so easy to configure, I am not dependent on a developer or an admin every time my process evolves. I make the change myself, the same day.

The benefit is that I spend my time on the relationships and the deals, not on managing the tool. That is the whole point of a CRM, and Pipedrive is the first one that has actually delivered on it for me. Review collected by and hosted on G2.com.

Response from Jorge R. of Pipedrive

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Hi Benoit,

Thank you for the detailed feedback.

We’re glad Pipedrive’s flexibility, custom pipelines and Outlook integration let you manage capital raises, real estate deals and outreach side by side, and that you can make changes yourself the same day.

We’re also noting your suggestions for category-aware, two-way calendar sync and syncing activities and Outlook Tasks, and we’ll share your comments with the relevant teams.

Best regards,

Pipedrive Team

Jocelyn R.

Small-Business (50 or fewer emp.)

9/17/2026

Business partner of the seller or seller's competitor, not included in G2 scores.

"Great CRM for Managing Leads and Sales Follow-Ups"

4.5/5

What do you like best about Pipedrive?

I like how easy Pipedrive makes it to organize leads, track follow-ups, and see exactly where each opportunity is in the sales process. The pipeline view is very user-friendly, and it helps our team stay on top of calls, appointments, and next steps without letting leads fall through the cracks. Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

I wish Pipedrive had stronger built-in tools for project management, scheduling, inventory, and post-sale operations. It works very well as a CRM, but once a deal is won, we often need other systems to manage installations, jobs, equipment, and service-related tasks. Review collected by and hosted on G2.com.

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

Pipedrive helps us keep all of our leads, follow-ups, and sales opportunities organized in one place. It makes it easier to track each customer from the initial inquiry through qualification, assessment, and closing. The biggest benefit is having a clear view of the pipeline so we know which leads need attention, what the next step is, and where each opportunity stands. This helps us respond faster, stay consistent with follow-ups, and reduce the chances of losing potential customers. Review collected by and hosted on G2.com.

Response from Jorge R. of Pipedrive

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Hi Jocelyn,

Thank you for the detailed feedback.

We’re glad Pipedrive makes it easy to organise leads, track follow-ups and see where each opportunity stands, helping your team respond faster and avoid losing potential customers.

We’re also noting your request for stronger built-in tools for project management, scheduling, inventory and post-sale operations, and we’ll share your comments with the relevant teams.

Best regards,

Pipedrive Team

Verified User in Consumer Electronics

Small-Business (50 or fewer emp.)

9/17/2026

"Easy to Use CRM That Helps Us Stay on Top of Every Opportunity"

5/5

What do you like best about Pipedrive?

Pipedrive is intuitive, easy to navigate, and gives us a clear view of our sales pipeline. We use it to manage clients, track opportunities, organize contacts, schedule follow-ups, and monitor project progress. The customization options and automation features help keep our team organized and ensure nothing falls through the cracks. Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

While Pipedrive is highly customizable, setting up more advanced automations and workflows can take some time. There are also features that require higher-tier plans, but overall the platform provides excellent value and continues to improve. Review collected by and hosted on G2.com.

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

Pipedrive helps us keep all of our client and project information organized in one place. We use it to track sales opportunities, manage customer relationships, schedule follow-ups, and monitor project progress from initial inquiry through completion. Before implementing Pipedrive, it was more difficult to keep track of communications and next steps across multiple clients and projects. Having a centralized CRM has improved visibility, increased accountability, and helped ensure that no opportunities or customer requests fall through the cracks. Review collected by and hosted on G2.com.

Response from Jorge R. of Pipedrive

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Hi,

Thank you for the detailed feedback.

We’re glad Pipedrive is intuitive and gives you a clear view of your pipeline, and that the customization and automation help you manage clients, opportunities, follow-ups and projects while improving visibility and accountability.

We’re also noting your comments about the time it takes to set up advanced automations and workflows and that some features require higher-tier plans, and we’ll share your comments with the relevant teams.

Best regards,

Pipedrive Team

Verified User in Manufacturing

Small-Business (50 or fewer emp.)

9/17/2026

"Upsides Many, Downsides Few. Love Pipedrive"

5/5

What do you like best about Pipedrive?

My favorite feature is the email tracking feature. Being able to see the communication between your team members and customers/leads is super helpful in planning a proper sales approach. Helps you see how engaged and interested a customer is or isn't. Loved being able to attach an activity to a deal within a person or business; super helpful. Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

I wasn't too thrilled about the merge feature; granted I don't think it was all Pipedrive's fault. Backend made it hard to deactivate an account or customer. I.E. if a customer went inactive and was reactivated the newly active account would get lost in the dust due to the contacts being tied to old acct. Nonetheless it was an easy work around; Merge feature worked great unless this specifically happened. Review collected by and hosted on G2.com.

Response from Jorge R. of Pipedrive

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Hi,

Thank you for the detailed feedback.

We’re glad the email tracking and the ability to attach activities to deals helped you see team and customer communication and gauge lead interest.

We’re also sorry the merge feature and deactivating accounts caused trouble when customers went inactive and were reactivated, and we’ll share your comments with the relevant teams.

Best regards,

Pipedrive Team

Verified User in Real Estate

Small-Business (50 or fewer emp.)

9/17/2026

"Pipedrive is a handy CRM tool to help keep companies organized and on track with deals/leads."

4/5

What do you like best about Pipedrive?

1. The receptive and quality team pipedrive clearly utilizes and how they handle user requests is greatly appreciated. It's been 2 years that we have used PD and we love the constant updating and new features.

2. We love the custom features that are offered and look forward to seeing more role out for projects. We use pipedrive quite differently than it may have been intended (all deals are manager territory to watch over a file, the projects are for us processors to actually process each file) and we appreciate the flexibility the PD platform allows.

3. Projects in general has been a fantastic tool for our company and how we manage our workload differently than other title companies. Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

1. The activities and tasks cannot be seen in one view, you have to click at the top of the activity page and it pulls up a separate view of tasks. If these were combined or at least split one screen, we would be able to actually use tasks. Since they do not pull into the same screen and our entire team works out of the "activities" page directly when reviewing and processing items for the day, it renders the tasks useless majority of the time. We love the dependency option for tasks but are completely unable to use them until they're better merged with the activity page. My thought; one central "to do" list page with both tasks and activities would solve this entirely.

2. There are now two different calendar structures when editing dates for activities, when you make an activity in a project it pops up with the normal sunday-saturday calendar, but when you are editing an activity in a project it pops up with a monday-sunday. small detail that has proven confusing and disorganizing.

3. The outcome customization is amazing but we would love to see one roll out for the general activity type with options to mark an item as "pending response" when it's still due that day but can't be resolved quite yet. Review collected by and hosted on G2.com.

Response from Jorge R. of Pipedrive

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Hi,

Thank you for the detailed feedback.

We’re glad you appreciate our receptive team, the constant updates, the flexibility of the platform, and how Projects helps your team track and organise files and communicate.

We’re also noting your suggestions for a single view combining tasks and activities, consistent calendar structures when editing activity dates, and a “pending response” outcome for general activities, and we’ll share your comments with the relevant teams.

Best regards,

Pipedrive Team