Pipedrive Reviews and Ratings

Rating: 8.4 out of 10

Score

8.4 out of 10

Community insights

TrustRadius Insights for Pipedrive are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Highly Customizable: Many users have praised Pipedrive for its high level of customization, allowing them to tailor the software to their specific needs. This feature has been commended by multiple reviewers for optimizing their workflow and making the software more efficient.

Effective Sales Pipeline Management: Pipedrive's ability to track and log leads and deals has been highly valued by users. Several reviewers have found this feature to be a valuable tool in providing insights into their sales pipeline and enabling effective sales process management.

Streamlined Communication and Integration: The integration of Pipedrive with email and other tools has received positive feedback from users. Multiple reviewers have appreciated how this integration streamlines communication, making it easy to track conversations and ensuring important information is always accessible.

Reviews

72 Reviews

Pipedrive for Small Businesses

Rating: 10 out of 10

Incentivized

March 18, 2025

Use Cases and Deployment Scope

We use Pipedrive in our organization to manage our customer relationships and track sales. Pipedrive makes it easy to keep scheduling follow up activities with prospects that you can continue the sales cycle until a deal is either won or lost. It is also very customizable, easy to set up and integrates with our email marketing platform. We have been using Pipedrive for over 10 years now. It is also very cost effective, and less complicated compared to some of the other CRM platforms.

Pros

Makes it easy to manage your funnel by moving deals through stages
Allow you to add custom fields
Is very easy to customize your own sales funnel
Cost effective for smaller businesses

Cons

There could be more customizable controls within the permission sets for users
It would be nice to haver the ability to plug in a commission structure based on quotas that would tie in on the financial side with commission payouts for sales reps.
Ability to tag the same contact to multiple organizations

Likelihood to Recommend

I would highly recommend Pipedrive as a CRM, especially for smaller businesses. The price is very reasonable for all of the functionality and features that Pipedrive provides. There are easy, pre-built workflow automations or you can create your own workflow automations, track activities across organizations, contacts & deals, along with many other additional features - some of which may be add ons but there are a lot of features to that can be utilized like AI, webhooks, smart documents, and many more.

Verified User

Executive (11-50 employees)

Vetted Review

10 years of experience

Great value for an easy to use CRM

Rating: 8 out of 10

Incentivized

March 13, 2025

Use Cases and Deployment Scope

Pipedrive enables sales organizations, especially startups to easily track their sales deals and follow up on deals in the pipeline. It doesn't have all of the bells and whistles, but it doesn't need them. For the price, it's a really great way to stand up a sales organization.

Pros

Track deals
Create dashboards and reports
Assist with deal follow up

Cons

Pipedrive is not as strong at marketing in terms of tracking leads
Pipedrive does not have the same level of automation as Hubspot

Likelihood to Recommend

Pipedrive is really valuable for startups who need a less costly and easy to implement sales CRM. As companies mature, they may need more of the functionality that comes with something like Hubspot.

Aviva Rosman

Co-Founder and COO in Corporate at BallotReady (11-50 employees)

Vetted Review

5 years of experience

Verified on LinkedIn

Great ROI for CRM software

Rating: 9 out of 10

Incentivized

March 5, 2025

Use Cases and Deployment Scope

Our Criminal Defense law firm uses Pipedrive as a CRM website to track sales, quality of leads, contacts with leads and to keep track of market data. Each quarter we use the Reports options to produce metrics to compare quarter over quarter sales. It also helps us keep our referral partners list organized and clean per attorney in our firm.

Pros

Keep track of deal progress
Produce reports data in visual formats such as comparative graphs
Contact organization and activity tracking

Cons

When sending out a Docusign envelope, if it needs to be voided it's hard to create another envelope with the same document created in Pipedrive
The syncronization from OneDrive to Pipedrive for Document templates and contract creation purposes

Likelihood to Recommend

Pipedrive has a User-friendly interface, the dashboard is clean and easy to to navigate. The options to customize the reports drawn from insights are a good fit for our specific business. The mobile app could use some enhancementes for a smoother experience. Pricing might be a bit high for small businesses or startups, but the value justifies the cost.

Verified User

Employee in Legal (1-10 employees)

Vetted Review

2 years of experience

Easy to utilise CRM with some great features

Rating: 7 out of 10

Incentivized

March 4, 2025

Use Cases and Deployment Scope

We use Pipedrive as our main CRM system for both business unites. From the side of AQVC Discovery, where I work at the main point is to first track contact and Companies(organisations in Pipedrive) as leads then they get worked by our SDR team and if a call is scheduled a deal is created in Pipedrive pipeline then once client is sold it utilities Pipedrive automations to transfer the deal as a new client in our clients pipeline where all info of the client is attached and client is moved through proper stages. Until renewal or cancellation. Also we use Pipedrive reporting to understand the work done and similar.

Pros

Automations
Multi organisation setup
Detail tracking

Cons

Reporting system
Integrations

Likelihood to Recommend

For smaller businesses with less complex systems of work it is quite good.

Verified User

Account Manager in Customer Service (51-200 employees)

Vetted Review

2 years of experience

Pipedrive as a Lead Reporting Tool

Rating: 9 out of 10

Incentivized

March 4, 2025

Use Cases and Deployment Scope

We use Pipedrive to monitor and track potential clients and what referral avenues they are coming from. We also use it to monitor networking efforts and case avlue trends over time so that we can adjust our marketing strategy and budget accordingly. It helps us track referral sources and touchpoints to ensure that we are properly nuturing referral relationships.

Pros

Tracking lead sources
Reports that indicate sales trends
Helping adjust marketing strategy to shifting climate

Cons

Would like to see some more automation and insights in the reporting tools
Would like to utilize it as a mailing list to send out communication to referral partners
Would like it to integrate with CRM software such as Clio

Likelihood to Recommend

Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.

Verified User

Partner in Legal (1-10 employees)

Vetted Review

5 years of experience

Pipedrive functionality

Rating: 7 out of 10

Incentivized

March 4, 2025

Use Cases and Deployment Scope

We use it to log communication and keep track of different people in our orbit. Whether it is clients, professionals, students, or staff members, Pipedrive helps with keeping track of folks' information and any relevant information. Additionally, my company has asked we started using it to keep track of tasks and upcoming events. While I don't personally love utilizing it for these purposes, I see the merits in it.

Pros

Stores contact information
Fairly easy to navigate
Can categorize contacts into the relevant subgroups

Cons

There is not a calendar feature
The to do tasks leaves room for improvement. It should be more comprehensive.
It is not color coded.

Likelihood to Recommend

Pipedrive is excellent for keeping track of all the people in your company's orbit. It has plenty of space and drop down menus to categorize people into groups and subgroups. This helps when you are managing many different people in many different fields, as we are in my business. However, I wish it was color coded for easy visual navigation.

Verified User

Employee in Professional Services (1-10 employees)

Vetted Review

1 year of experience

Perfect Pipedrive!

Rating: 7 out of 10

Incentivized

December 10, 2024

Use Cases and Deployment Scope

As a sales director I use to forecast deals and update with pertinent information for me and my team. We also use to track activity, follow up and to process won opportunities for the org.

Pros

Ease of Use
Deal Management
Deal Room

Cons

Reporting
Integrations
Customer Renewal Management

Likelihood to Recommend

I think for an SMB company that is growing with a few dozen sales folks Pipedrive is a great solution. I think as the company scales Pipedrive could do a bit better with reporting and dashboarding to pull analytics together for the Sales & Ops folks.

Adam Tuchscherer

Sales/Finance Exec in Finance and Accounting at Capitalize Consulting (51-200 employees)

Vetted Review

3 years of experience

View profile

Pipedrive is a great tool for small sales teams

Rating: 7 out of 10

Incentivized

October 1, 2024

Use Cases and Deployment Scope

This is where we keep some of our customer data and sales uses this to nurture deals in their pipeline. This also allows us to see discrepancies in some of our data. Sales loves to use this as their sales pipeline and keep track of activities for callbacks or other helpful customer information.

Pros

Custom Data Fields
Reporting
Contact Filtering
Email Campaigns

Cons

Customer Hierarchy
Automations
Sales nurturing
Leads Feature
Keeping Sales engaged and accountable
Integrations

Likelihood to Recommend

I think Pipedrive has made some big improvements with the parent child hierarchy but it could be displayed better. Pipedrive is siloed from our other systems which makes it difficult to keep current customer data up to date. It would be nice to have an account manager follow up with us and see where we can make improvements. The tool is simple to use for sales teams.

Verified User

Employee in Information Technology (51-200 employees)

Vetted Review

3 years of experience

Pipedrive is affordable, user-friendly, and has a good search filter.

Rating: 8 out of 10

Incentivized

December 28, 2022

Use Cases and Deployment Scope

Pipedrive is an affordable, easy-to-use, and customizable cloud-based CRM platform. It helps our sales team stay accountable and organize customer data so much that we use it as our CRM. Its data entry, pipeline creation, and platform integration are flexible. Email monitoring alerts us when a recipient opens an email and clicks a link, so we can follow up on pending business or investigate strange goings-on.

Pros

Easy to customize and organize.
Auto-tracking calls and emails.
It helps us track and log leads and deals.
Remote work and local leads are possible.
Excellent dashboard that prioritizes tasks and deals.

Cons

Lacks custom content area creation.
Need for more reporting and automation.
Drag-and-drop deal management can be tricky.

Likelihood to Recommend

Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding:

—Exceptional cost-effectiveness.

—User-friendliness.

—Usability.

—Top-notch search filter.

However, its speed could be increased because adding new actions requires numerous taps and swipes.

Adil Khan Robin

Front-end Developer| Team Lead in Information Technology at Dhaka IT Solution (11-50 employees)

Vetted Review

1 year of experience

View profile

Pipedrive is the CRM that helped our company grow and speed up the sales process

Rating: 9 out of 10

Incentivized

November 30, 2022

Use Cases and Deployment Scope

We use Pipedrive in our organization primarily as a CRM. We use it to set reminders on following up with potential clients, tracking activities (phone calls, emails, etc.) as well as a tool for tracking data such as close ratios, performance metrics and much more. Pipedrive has helped our sales team stay accountable and keep all of our customer data organized and in one place for easy access.

Pros

Sends reminders when you need to follow up on a project.
Keeps your open opportunities organized and top of mind.
Tracks your performance data so you have a clear idea of what areas you are successful in or need to allocate additional resources to.

Cons

Being able to send video messages to clients from the app would be helpful
Configuring reports can be hard sometimes as the fields for sorting data can be confusing
Have a cleaner integration into outlook. It can be difficult to send emails sometimes from Pipedrive sometimes if it doesn't sync up with your email.

Likelihood to Recommend

Pipedrive is a great tool for sales teams that have a longer sales cycle and need to keep track of deal progress over time without losing the details of an opportunity. Pipedrive may not be the best tool for sales teams that have a very short close period as Pipedrive is focused more on opportunities that have several steps in the sales process.

Verified User

Manager in Sales (51-200 employees)

Vetted Review

6 years of experience

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