Tool Introduction

Pipedrive is a cloud-based CRM (Customer Relationship Management) platform built to support sales teams and SMBs with lead tracking, deal management, and workflow automation. It stands out for its visual pipeline interface and ease of use, helping users streamline their sales processes without the complexity of large enterprise CRMs. With built-in AI tools, Pipedrive reduces manual work by automating tasks, generating insights, and improving decision-making through data-driven intelligence.

Demo Available?

Pipedrive offers a 14-day free trial on all plans with full feature access and no credit card required. Extensions may apply via partners or referrals.

Tool's Accuracy

User feedback highlights high accuracy in data population, lead scoring, and sales forecasting. Pipedrive's AI Sales Assistant reportedly boosts productivity by 30% and short

Aggregate Rating

4.5/5 stars (based on 2,000+ verified reviews across the internet)

Detailed Overview

Sales-focused CRM that combines visual pipelines with AI-driven automation for efficient deal tracking and lead management.

What Pipedrive Does

Pipedrive manages the entire sales process using tools like a visual pipeline board to track deals through customizable stages. The platform stores contact details, tracks interactions, and links deals to communications. Automation handles tasks like sending follow-ups or updating stages. AI features suggest next steps, write emails, summarize threads, and recommend apps. It also offers real-time reports, email integration, mobile apps for iOS/Android, and over 400 marketplace integrations.

Who Pipedrive is for

Pipedrive suits sales teams in SMBs or mid-market firms who need simple but powerful pipeline tools. Sales reps can manage daily activities easily while managers gain visibility into team performance. It's ideal for businesses wanting to implement AI-enhanced workflows without the overhead of complex enterprise systems.

Top Differentiators

Pipedrive offers an intuitive interface with kanban-style pipeline views built specifically for sales workflows. Its native AI capabilities handle writing emails, summarizing conversations, and suggesting next steps. Users can tailor pipelines without technical skills. The platform also integrates with over 400 external tools through its marketplace.

Introductory Video

Founding Year

2010

Target Industry

B2B, SMB, Professional services firms, SaaS companies, Technology companies, Real estate agencies, Recruitment agencies, Consulting firms

Available Integrations

Zapier: Automates workflows between Pipedrive and thousands of apps like Gmail, Trello, and Mailchimp without coding.
Microsoft Teams: Delivers real-time updates and scheduling tools directly in Teams to support sales collaboration.
Leadfeeder: Imports website lead data into Pipedrive to streamline marketing and sales follow-ups.
Slack: Sends instant deal updates and alerts through Slack channels to improve team coordination.
Zoom: Allows users to schedule, join, and link video meetings directly from deals and contacts.
PandaDoc: Enables document creation, e-signature collection, and contract tracking within the platform.
Kixie: Offers calling and SMS features integrated with call logging and analytics inside Pipedrive.
Luna: Uses AI to suggest actions, personalize outreach, and automate prospecting steps for sales teams.
AI Note-taker by Quil: Captures call notes automatically to generate follow-up materials with minimal manual effort.
Engage AI: Monitors social media of key leads to help sales reps craft relevant comments for engagement.
Sales Reporting and Forecasting – AI Powered: Builds dashboards using AI for visualizing KPIs across teams.
Lead Mapper: Uses AI-driven routing to optimize in-person visits for field sales teams.

Entry-level plan: Priced per seat per month, billed annually. Includes lead, calendar and pipeline management, AI-powered report creation, real-time sales feed, 500+ integrations, personalized onboarding, and AI features.
Next-tier plan: Priced per seat per month, billed annually. Adds full email sync with tracking, automations and nurturing sequences, subscriptions and forecast reports, meeting scheduler, contacts timeline, live chat support, and AI enhancements.
Higher plan: Priced per seat per month, billed annually. Includes all previous features plus lead generation and routing, custom scoring and company data enrichment, AI-powered multi-email tools, contracts with e-signatures, and enhanced customization for teams, reports and data fields.
Top plan: Priced per seat per month, billed annually. Adds fortified account security with rules and alerts, phone and email data enrichment, maximized usage limits, sandbox testing account, extended phone support, and partnership discounts.
LeadBooster add-on: Starts from $32.50. Helps capture more leads with added AI capabilities.

All prices are exclusive of VAT. EU customers are charged VAT based on their member state's rate unless a valid VAT number is provided.

A free 14-day trial is available with no commitment. You can change plans anytime.

Pricing last verified: 01/23/2026
Official Source: https://www.pipedrive.com/en/pricing
Disclaimer: Pricing is subject to change. Please confirm current pricing on the vendor site.

Features & Specs

Visual Sales Pipeline: Kanban-style boards show deal progress through user-defined stages.
Deal and Contact Management: Centralized system for organizing contacts and tracking all activity history.
AI Sales Assistant: Offers tips on prioritizing deals based on activity data.
AI Email Writer: Creates personalized emails from prompts tailored to different scenarios.
AI Email Summarizer: Condenses threads into highlights with suggested actions.
AI App Recommendations: Recommends integrations based on user needs.
Workflow Automation: Automates tasks like sending messages or assigning leads.
Email Integration: Works with Gmail/Outlook; includes templates and message tracking.
Reporting and Analytics: Real-time dashboards track revenue forecasts and performance metrics.
Mobile Apps: iOS/Android support offline access plus full-featured remote updates.
Marketplace Integrations: Connects with 400+ apps including marketing platforms and project tools.
API Access: Public REST API supports custom development projects.
User Management: Role-based access controls let admins manage permissions across teams.
Supported Formats: Import/export contacts via CSV or Excel; sync calendars/emails from major providers.
Performance: Optimized for SMB/mid-market use; may show latency under heavy load or large datasets.
Rate Limits: API usage limits depend on subscription plan specifics.
AI Model: Uses OpenAI tech designed specifically around sales-related prompts/tasks.

Security & Compliance

Pipedrive stores customer data in secure centers located in the EU and US. Data is encrypted in transit via TLS and at rest using industry-standard protocols. Single Sign-On is supported via SAML 2.0; SCIM enables automated user provisioning. Role-based access controls allow permission configuration by role or team. Administrators can configure data retention policies with GDPR-compliant deletion options. Pipedrive is certified for SOC 2 Type II and ISO 27001 standards. The platform maintains a public status page for transparency on incidents. Customer data is not used to train public AI models.

Industry Use-Cases

B2B SaaS Sales

Pipedrive helps B2B SaaS teams prioritize leads using AI insights and automated follow-ups. You can track long sales cycles visually, forecast revenue in real time, and spot pipeline bottlenecks easily.

Real Estate Agencies

Agents manage listings and client communication as deals in Pipedrive’s pipeline. Automated reminders, email tracking, and summarization streamline property management and improve client response times.

Recruitment and Staffing

Recruiters track candidates through interview stages with custom pipelines. AI summarizes conversations and highlights top prospects to speed up hiring and improve candidate experiences.

Professional Services

Consultants manage proposals, negotiations, and delivery stages as deals. AI-generated emails help win projects faster, while integrations connect sales data to billing tools for better client oversight.

Tool's Alternatives

HubSpot CRM
Combines CRM with email marketing and automation tools. Known for its free tier but advanced features may become expensive.

Salesforce Sales Cloud
Highly customizable for enterprise needs with a large integration ecosystem. Setup complexity is higher compared to simpler platforms.

Zoho CRM
Offers strong value with broad functionality at a lower cost. Interface may feel outdated versus newer CRMs.

Microsoft Dynamics 365 CRM

Frequently Asked Questions

What AI features are included in Pipedrive?
Pipedrive includes an AI Sales Assistant, email writer, thread summarizer, app recommender, and forecasting tools. These help users prioritize deals, write emails, suggest next steps, and visualize performance.

How does the free trial of Pipedrive work?
The platform offers a 14-day free trial with full access to all features. No credit card is required. Data stays retrievable for 60 days after the trial if billing details aren’t added.

What integrations does Pipedrive support?
Pipedrive integrates with over 400 apps including Gmail, Outlook, Zoom, Slack, PandaDoc, Zapier, Microsoft Teams, Leadfeeder, and Kixie. Integrations support communication tools, marketing platforms, and workflow automation.

Which plans include workflow automations?
All plans offer workflow automation. The Ultimate plan supports up to 90 workflows and includes the Projects add-on at no extra cost.

How much does Pipedrive cost per user?
Pricing starts at $14 per user/month billed annually for the Lite plan. Premium costs $49 annually or $79 monthly. Ultimate is $79 annually or $99 monthly per user.

Can I manage permissions for different team roles?
Yes. Role-based access controls let administrators set user permissions by role or team across the platform.

Does Pipedrive support mobile devices?
Yes. Mobile apps for iOS and Android offer offline access and full remote functionality including pipeline updates and contact management.

What security standards does Pipedrive follow?
Pipedrive meets SOC 2 Type II and ISO 27001 certifications. It encrypts data in transit via TLS and at rest using standard protocols with GDPR-compliant retention settings.

What industries typically use Pipedrive?
Pipedrive is used by B2B firms in SaaS sales, real estate agencies, recruitment teams, consulting firms, and professional services that need AI-enhanced deal tracking without complex systems.

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Pipedrive

AI-powered CRM for smarter, faster sales.