Pipedrive is a sales CRM built around a visual deal pipeline. It manages leads, deals, contacts and calendars, with AI report creation and integrations.
In Pipedrive you can set up pipeline stages to fit the way your team sells. You can also create custom fields and multiple custom pipelines for different products or sales teams. Deals move down the funnel by drag and drop, and your data can be viewed in Kanban, list and dashboard views. Each deal can carry tasks linked to pipeline stages, so calls, demos and follow-ups stay on schedule.
Pipedrive notifies you when a prospect opens your email or clicks a link you sent. You can choose ready-made email templates or create your own, and fill them with details from the contact. A scheduling tool lets people book meetings from a shared link, and those meetings sync to your calendar. Pipedrive records your calls under deals as completed activities, and email scheduling lets you send messages outside your working hours.
Pipedrive’s Marketplace offers out-of-the-box CRM integrations, with services such as QuickBooks, Trello, Asana and Slack. When the Marketplace doesn’t have what you need, Pipedrive’s open API lets you build an integration yourself. For help, Pipedrive’s site lists a Help Center, a Knowledge Base, an Academy and a contact support option.
Growth adds full email sync and automations, Premium adds lead routing and scoring, and Ultimate adds security alerts, sandbox testing and phone support. Current prices are in the pricing box above.