Pipedrive Report Card

Pipedrive helps businesses overcome disorganized sales tracking, missed follow-ups, and a lack of visibility into deal progress by offering visual pipelines, automated reminders, forecasting tools, and shared activity histories. It's designed for sales reps, managers, and SMBs to streamline workflows and prioritize deals.

Pipedrive is primarily used by sales teams, business development professionals, and small business leaders like CEOs and founders. Sales managers and account executives leverage it for pipeline and deal tracking, while executives use its reporting for revenue and customer relationship management.

Key features include sales pipeline management, lead and contact management, and customizable dashboards with reporting. Differentiators often highlighted by reviewers are its drag-and-drop deal tracking, workflow automation, and seamless email and calendar synchronization.

Pipedrive starts at $14/user/month when billed annually for its Lite plan, with higher tiers like Growth ($39), Premium ($49), and Ultimate ($79) also billed annually. While the Lite plan is considered good value for starters, advanced features in higher tiers can become expensive as teams scale. A free trial is available.

Pipedrive integrates with over 100 tools, including popular platforms like Zapier, Gmail, Microsoft Outlook, Mailchimp, Google Calendar, Slack, and Asana, covering essential functions like email, communication, marketing, and workflow automation.

Onboarding for Pipedrive is generally quick, with sales reps and small teams often starting within hours or days using available webinars and documentation. However, administrators configuring complex custom fields, imports, or advanced workflows may experience a longer learning curve.

Pipedrive provides email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live reps, and chat. Many users praise the chat and phone support for being fast and helpful, though some reviewers have reported slow responses or inconsistent issue resolution.

Pipedrive utilizes cloud storage, user permissions, privacy settings, and frequent login reauthentication to secure data. However, some users have noted areas for improvement, such as the lack of built-in two-factor authentication and potentially coarse access controls.