Pipedrive
Built-in AI surfaces deal insights across the pipeline and powers AI-driven report creation
A web-based sales CRM built around a visual pipeline, with deal management, email sync and workflow automation.
- Free trial
- Free trial available
- API
- Yes, an API with webhooks on every plan, plus a Marketplace of more than 500 integrations
- Hosting
- Cloud (SaaS)
Overview
Pipedrive is a web-based sales CRM built around a visual, customizable pipeline. Every plan covers deal and contact management, email sync with templates and tracking, workflow automations with conditional logic, insight dashboards with AI-powered report creation, a meeting scheduler, and mobile apps. Higher plans add Smart Docs, a lightweight Projects board and the LeadBooster tools, while the top plan layers on data enrichment and security alerts. Pipedrive opens an API with webhooks on every plan and connects to more than 500 apps through its Marketplace.
Our take
Pipedrive suits sales teams that think in deals and stages and want the tool to stay out of the way. Because the API, the automations and the Marketplace are open on the entry plan, a small team can wire it into the rest of its stack without buying a tier up, which is unusual in this category. The trade-off is scope: document handling, lead capture and project work only arrive on the upper plans, and anything past sales, such as service desks or a marketing suite, has to come from somewhere else. Teams that want one system for marketing, sales and support will find it deliberately narrow.
Key Facts
| Category | |
|---|---|
| Free trial | Free trial available |
| API | Yes, an API with webhooks on every plan, plus a Marketplace of more than 500 integrations |
| Hosting | Cloud (SaaS) |
Screenshots
Placeholders. They are replaced as soon as the vendor sends material, and both open the same short form.
Features
- Contacts and companies
- Yes, contact and organisation records with deal history
- Deal pipeline
- Yes, a visual, customizable pipeline with deal management at its core
- Email and calendar
- Yes, email sync with templates and tracking, plus a meeting scheduler
- Workflow automation
- Yes, workflow automations with conditional logic
- Reporting and forecasting
- Yes, insight dashboards with AI-powered report creation
- Integrations and API
- Yes, an API with webhooks plus a Marketplace of more than 500 integrations
Integrations
- QuickBooks
- Asana
- Slack
- Kixie
Deployment and Support
- Deployment
-
- Cloud (SaaS)
- Browser-based
- Support
-
- Email helpdesk
- Phone
- Chat, 24/7
- Onboarding
-
- Documentation and knowledge base
- Video tutorials
- Live online demos and webinars
- Company size
-
- Freelancers
- Small and mid-sized
Pros and Cons
Strengths
- Visual, customizable pipeline that keeps the sales process front and centre
- Workflow automation with conditional logic on every plan
- API with webhooks and more than 500 Marketplace integrations
- LeadBooster lead-capture tools on the higher plans
Limitations
- Smart Docs, Projects and LeadBooster are reserved for the higher plans
- Sales-focused rather than a full marketing and service suite
Pricing
-
Lite
Not stated
Entry plan with the core pipeline, deal management and email sync.
-
Growth
Not stated
Adds deeper automation and reporting.
-
Premium
Not stated
Adds Smart Docs, Projects and the LeadBooster tools.
-
Ultimate
Not stated
Adds data enrichment and security alerts.
Alternatives and Comparisons
FAQ
- What plans does Pipedrive offer?
- Pipedrive is sold in four plans: Lite, Growth, Premium and Ultimate. Premium and Ultimate add Smart Docs, Projects and the LeadBooster tools, and Ultimate adds data enrichment and security alerts.
- Does Pipedrive have an API?
- Yes. Pipedrive provides an API with webhooks on every plan and a Marketplace of more than 500 integrations.
- Does Pipedrive include AI?
- Yes. Pipedrive has built-in AI that surfaces deal insights across the pipeline and powers AI-driven report creation.
What users say
Reviews
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- Ease of use
- Not rated yet
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- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
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