Pipedrive Features & Capabilities

Pipedrive

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Salesforce Sales Cloud

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

AI/Machine Learning

Alerts/Notifications

Appointment Management

Appointment Scheduling

Automated Responses

Autoresponders

Batch Processing

Business Card/Badge Scanning

Buyer Management

Calendar Management

Calendar Sync

Calendar/Reminder System

Call List Management

Call Management

Call Recording

Campaign Management

Chatbot

Churn Management

Click Tracking

Client Tracking

Client/Property Matching

Code-free Development

Collaboration Tools

Communication Management

Configurable Workflow

Contact Database

Contact Management

Content Delivery

Content Management

Contract/License Management

Customer Database

Customer Engagement

Customer History

Customer Journey Mapping

Customer Segmentation

Customer Support

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Extraction

Data Import/Export

Data Management

Data Security

Data Synchronization

Data Visualization

Deal Management

Document Management

Document Storage

Donor Management

Drag & Drop

Drip Campaigns

Email Campaign Management

Email Management

Email Marketing

Email Response Control

Email Templates

Email Tracking

Expense Tracking

Feedback Management

Field Sales Management

File Management

For AEC Industry

For Financial Institutions

For Healthcare

For Insurance Industry

For Mac Devices

For Nonprofits

For Real Estate

For Real Estate Agencies

For Sales Teams/Organizations

For Small Businesses

For Startups

Forecasting

Geotargeting

Goal Management

Goal Setting/Tracking

Graphical Data Presentation

Inbox Management

Interaction Tracking

Internal Chat Integration

Landing Pages/Web Forms

Lead Capture

Lead Distribution

Lead Engagement

Lead Generation

Lead Management

Lead Notifications

Lead Nurturing

Lead Qualification

Lead Segmentation

List Management

Live Chat

Zoho CRM

monday CRM

ActiveCampaign

Mailchimp

Spotler CRM

Bitrix24

EngageBay CRM

RAYNET CRM

Wingmate

HubSpot CRM

I’m really pleased with the improved efficiency we’ve achieved by switching to Pipedrive and I can’t see us moving away anytime soon.

Great for efficiency & simplicity

Jamie, thank you for sharing so meaningful insights and feedback!


The experience is really bland. I would consider this an oversided note taking platform. Way to many free options that are better.

Basic Note Taking

Hello, Brandon,

Thank you for sharing your thoughts!

We appreciate your feedback regarding the platform. We’re always looking to improve and will consider your comments as we work on enhancing the platform. 

If you’re looking for specific features, feel free to reach out to our team, and we’d be happy to discuss your needs.

Kind regards,
Pipedrive Team

Great overall. It's expensive for team, and got a lot of value from it. Super easy to implement.

Very visual 

Andrew, thank you for sharing your insights! 

overall I will give Pipedruve a 4 out of 5 stars

Pipedrive review 

Overall it is a great tool that has great potential and I hope they improve on areas where they fall behind their competitors

Great Tool For A Great Price

We have been looking very closely at various CRM solutions. In the end, we opted for Pipedrive as the best software for a start-up and haven't regretted this decision for a second.

Great software for our start-up

In its capacity as a customer relationship management (CRM) system for our sales staff, it has proven to be rather effective. Although rather elementary, the lead assignment workflow automation is quite accessible and user-friendly.

Very Useful Sales Tracking Software

Stely, 
We truly appreciate the insights! 
Keep an eye on our Pipedrive Community to follow the news. 

Very good program and I recommend to manage the Sales process. It is ideal to manage the stages of Lead generation and managing the process. You can not lose Leads and prospects. 

Pipedrive works well for Customer and Sales management. 

Daniel, thank you for sharing your experience with Pipedrive!
Let us know if you need any help! 

Pipedrive has been a staple for our Business Development Team as we've expanded rapidly over the last few years. As we've built it out for our team's workflows, we've created a solid systems for maintaining prospect records and increasing efficiency of our team. 

Solid Entry for CRM Market

Overall, my experience with Pipedrive has been positive. The visual pipeline makes it super easy to track where each deal stands, and I also appreciate the real-time reporting. On the downside, the mobile app isn’t as powerful as the desktop version.

My Pipedrive Experience

Overall a great tool i'd use often and recommend to others looking to streamline their business development and sales efforts - especially for small businesses who haven't used a CRM solution before.

An excellent tool for small businesses looking to scale up

Love the ease of use and easy access.  This makes tracking the statis of a project super accessible for our whole team 

Pipe Drive Ease of Use

Overall, it simplifies managing sales leads and pipelines, making it easier to focus on closing deals rather than admin tasks.

Streamlines Sales Processes

Hello, Ava,

Thank you for your feedback! 

We’re glad Pipedrive has helped streamline your sales process and close deals faster. We appreciate your suggestion on report customization and will keep that in mind for future updates. 

If you need any assistance, feel free to reach out!

Best regards,
Pipedrive Team

As a marketing enthusiast and collaborator, I reckon Pipedrive is tops for managing leads within my team.  Keen to see how this tool evolves as AI takes over the workspace, ay.

Pipedrive, your go to…

Hello, Brittany,

Thanks for the great review.

We’re glad you love the visual pipeline and that Pipedrive is working well for managing leads. 

We appreciate your suggestion on customization options and will keep it in mind. Stay tuned for our updates, because AI is definitely on our radar!


Best regards,
Pipedrive Team

 "Pipedrive is a fantastic tool for managing sales pipelines

My experience with pipedrive 

Hello Eudoria,

We appreciate your feedback!

Please don't hesitate to reach out if you'd like to discuss how we can improve the interface. 

Best regards,
Pipedrive Team


Easy to use as CRM, with nice features on reports, and a nice customer support.

Pipedrive has been a significant asset for our sales team, providing us with essential tools for managing our sales processes. However, there are areas where this platform could use some technical improvements.

Pipedrive is a valuable sales management tool with a user-friendly interface and useful features. However, the platform's technical stability and performance could use some attention, especially when it comes to minimizing downtime. 

Pipedrive - A Valuable Sales Tool with Room for Technical Improvement

Nice tool for sales

Pipedrive has become an essential part of my daily work and I find it extremely useful. I would highly recommmend it to a sales/marketing user looking to streamline products and have one useful dashboard.

Great product 

Hello,

Thank you for your feedback! We're glad to hear that Pipedrive has become an essential part of your workflow. 

We appreciate your insights on integrations and filtering, as we’re always looking to improve! 

Best regards,
Pipedrive Team

I use Pipedrive to track opportunities, set deadlines for follow-ups and get a thirty thousand foot view of how, when, and from where my leads are generated, signed. Once signed, Pipedrive allows for a Kanban project management.

Sales and Project Management all in one tab 

Overall Pipedrive has been a success in our company thanks to the great integration into our lead generation and updating, plus the call planning tool.
We can have our Sales team use Pipedrive almost exclusively and talk about looking for an alternatives hasn't come up yet, neither from the IT nor the Sales team

A dream to work with as an admin/IT

Marvin, thank you for sharing your feedback and insights!

This helps me stay organized with different tasks and projects. I like that I can make notes about conversations I've had on specific deals I'm pursuing.

Stay on top of everything!

Hi Nathan,

Thank you for your amazing review!

We're glad to hear that PIpedrive helps keep you organized and that the Gmail integration is working well for you.

We appreciate your feedback on the mobile version and understand the importance of a seamless experience across all devices. 
Our team is always looking for ways to improve, so we’ll take this into account for future updates. 

Best regards,
Pipedrive Team

Great I love how easy it is to use. I would highly recommend it to someone who’s beginning a new CRM.

Easy and effective 

Hello Michael,

Thank you for your review! 

It's nice to hear you find Pipedrive helpful and easy to use.

We appreciate your input on reporting and are always looking for ways to improve.

Best regards,
Pipedrive Team

Amazing! The amount of capabilities that Pipedrive has is absolutely astounding - you can have every detail about a lead, deal, organization, client, and more in there, and the possibilities are endless. No joke, you could pull up a lead and know their eye color, favorite food, where you met them, and even input a note detailing an important detail in your conversation with them, that you can drop into your next conversation. You log in activities like phone calls, emails, texts, and more, and it syncs easily with your inbox so that is all automated and literally everything is logged for reference. In theory, this program can fix employee turnover training times - new employees just have to open up a lead, and every and any detail they need to know is there for reference, from the last employee that handled that account.

Pipedrive Features

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