Pipedrive CRM Review (2024) Is it Right For me?

Pipedrive has clearly invested resources into designing a user-friendly product. The main menu is accessible from the left sidebar and is well laid out and intuitive to navigate, even for complete CRM novices. In fact, it’s even possible to select what features you want to show in this menu, and which should be hidden – a level of customization that goes beyond what most CRMs offer.

Unlimited customizable pipelines with deal cards that can be dragged and dropped to the right stage (both stages and the data shown on the deal card can be customized). You can easily change the names of the pipeline columns to reflect your sales process. You also have various views (pipeline, list and forecast). The list view is great if you want to perform a bulk action like moving multiple deals over to the completed column, for example.

Add notes, tasks, additional information, files and invoices to each person/deal/organization. Unlimited properties to add/filter by. Leads, contacts and deals are separated so that you don’t end up with a lot of prequalified leads in your deal pipeline.

One criticism: its AI-powered field mapping for new contact lists isn’t always accurate, so be sure to double-check everything when you’re uploading lists. However, I do like how easy it is to create custom fields, even in the middle of the contact upload process.

Syncing with your email client is reserved for higher plans ($44/month/user), which gives you the advantage of seeing any email correspondence linked to a specific contact or deal. There is an alternative called Smart Bcc although it’s a little fiddly. Group emailing and templates are available on higher plans.

Pipedrive’s email marketing add-on, Campaigns, is simple enough to use and offers a convenient way to keep your sales and marketing campaigns in one place. However, its drag-and-drop editor only includes a limited range of content blocks, and its automation feature also felt a little rudimentary.

Workflow automations are available on Advanced plan and above. There are around 40 templates to help you get started quickly, with automations such as email-based campaigns and automated follow-ups. The workflow editor however is not as flexible as we’ve seen with other CRMs. Separately, you can also set up automated assignment rules to specify which salesperson a lead or deal should go to.

Customizable reports and dashboards are easily accessible from the Insights section of your main menu. There is a huge range of deal-based, activity-based and campaign reports to choose from, although your plan will determine the number of reports you can generate. Revenue forecasts are only available on the Professional plan and higher.

Surprisingly, Pipedrive doesn’t offer lead scoring features, which is something we commonly see in other CRMs. However, it’s possible to connect it to a third-party lead scoring app like Outfunnel. Smart contact data (from web and social sources) is available on the Advanced plan and higher, though a score is not generated.

Available with its LeadBooster add-on for $49/company/month. If you’re not interested in the other tools that come with this add-on, it’s quite a lot extra to pay for live chat – I recommend checking out these dedicated live chat tools.

The Web Visitors add-on (powered by Leadfeeder) lets you know which companies are visiting your website. This is available for an extra $41/month.

Two-factor authentication login and user access restrictions and logs on the Essential plan. Professional plan comes with a security dashboard, rules and alerts.

Available in over 20 different languages, though support languages are more limited.

400+ integrations with a wide range of tools, which are cleverly categorized by revenue cycle stage. If it’s missing a particular app you need, there is an open API configuration to facilitate a connection with third-party services, and the option to integrate with Zapier. Mobile app available for download on both Android and iOS.

Extensive knowledge base, courses, chat and email support around the clock on all plans.