Pipedrive
The easy and effective CRM for closing deals
Overview
Pipedrive is a sales customer relationship management (CRM) platform designed to help small and medium-sized businesses manage leads, track sales pipelines, and streamline sales processes. Built around activity-based selling principles, Pipedrive enables sales teams to visualize their sales funnels with customizable kanban-style dashboards, monitor deal progress, and automate repetitive tasks. The platform offers AI-powered features, including an AI sales assistant, email writing and summarizing tools, and automated prompts to help sales reps focus on high-value deals. Users can also leverage centralized communication tools, custom reporting, forecasting, and email marketing through add-ons like Campaigns, as well as lead generation with LeadBooster. Pipedrive integrates with over 500 marketplace applications, such as Google, Slack, Asana, and QuickBooks. Available across web browsers and mobile devices, it provides security permissions, custom fields, and real-time performance insights to help businesses scale effectively.
Best for: Small and medium-sized sales teams looking for a visual, activity-based CRM to track pipelines and automate sales processes.
Pros and cons
What works well
- Visual kanban dashboard makes pipeline tracking straightforward
- Built-in AI assistant provides deal guidance and automated email drafting
- Offers extensive marketplace integrations with over 500 third-party tools
Where it falls short
- Tiered plan pricing details are not published directly on the primary homepage
- Advanced capabilities like LeadBooster and Web Visitors require additional paid add-ons
Pricing
User reviews
Frequently asked questions
What is Pipedrive?
Pipedrive is a customer relationship management (CRM) platform that helps businesses capture and nurture sales leads, track pipelines, and drive revenue.
Can I try Pipedrive for free?
Yes, new users can sign up for a 14-day free trial without entering credit card details.
Can I reactivate a closed Pipedrive account?
Yes, users with prior billing access can regain access to a closed account by logging in with their account details and adding updated billing information.
What user permissions are available in Pipedrive?
Pipedrive features Admin permissions, which grant full data access in assigned categories, and Regular User permissions, which are configured by account admins.
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