Pipedrive is a sales CRM for small and midsize teams that run deals on a visual pipeline, with five add-ons bought separately on top of any plan.
Pipedrive is a sales CRM built around a visual deal pipeline, where every open deal sits in a stage and moves across the board as it progresses. Pipedrive, Inc. has made and sold it under its own name since 2010, and it remains the company's single product. It is aimed at teams that win business through tracked conversations and follow-up rather than through self-serve signups. Leads, deals, contacts and calendar events share one workspace, and reports can be generated from a written prompt or a pre-written one. Email sync connects Gmail, Outlook or a company mailbox so messages, opens and link clicks attach themselves to the right deal. Automations and nurturing sequences carry the repetitive follow-up, Insights and Reports builds the dashboards, and Pipedrive Nova, the built-in meeting intelligence tool, returns a brief before a meeting, a transcript afterwards and CRM updates to approve. LeadBooster, Projects, Campaigns, Web Visitors and Smart Docs extend the CRM into lead capture, delivery work, email marketing, visitor tracking and e-signatures. Pipedrive suits small and midsize sales teams that want a working CRM within a day and no administrator to keep it running. It fits sales-led companies, agencies and consultancies whose revenue depends on a manageable number of open deals rather than on marketing volume, and teams already working in Gmail or Outlook get the most from it. Sales managers get activity and win-rate reporting without a data team behind it. It is bought per seat on a monthly or annual subscription, with the five add-ons charged on top of whichever tier a team picks. A rep's week in Pipedrive is spent moving deals between stages, logging calls and activities, and reading a forecast against the quarter. Reps update records from the iOS and Android apps between meetings, and managers look at reports to find the stage where deals stall. Pipedrive connects to more than 500 apps, including Zapier, Zoom and Lemlist, publishes a REST API, and exposes CRM data to AI assistants through an MCP server. It sits beside an email client, a calendar and a meeting tool, and alongside a separate marketing platform wherever demand generation runs outside the CRM.
Features
- Included: Visual sales pipeline
- Included: Contact and company records
- Included: Two-way email sync with Gmail and Outlook
- Not included: Calendar sync and booking links
- Included: Activity and task logging
- Included: CRM workflow automation
- Not included: Custom fields and objects
- Not included: Lead capture web forms
- Not included: Weighted pipeline forecast
- Included: Custom reports and dashboards
- Included: Quotes generated from a deal
- Not included: Territory assignment rules
- Not included: Duplicate detection and merge
- Included: Native mobile CRM app
- Included: Role-based record permissions
- Included: CRM REST API and webhooks
- Not included: Free CRM plan
- Not included: AI-generated record summaries
Additional Features
- Visual deal pipeline
- Lead, calendar and pipeline management
- Pipedrive Nova meeting intelligence
- AI-powered report creation
- Insights and Reports dashboards
- Full email sync with open and click tracking
- Automations and nurturing sequences
- Meeting scheduler
Best for
- Small and midsize sales teams that work a visible deal pipeline
- Sales-led companies with no dedicated CRM administrator
- Teams that live in Gmail or Outlook and want the inbox tied to deal records
- Agencies and consultancies that track a deal from pitch through delivery
- Sales managers who need activity and win-rate reporting without a data team
- Teams happy to buy marketing email and e-signatures as separate add-ons
- Companies that want lead capture and CRM under one login
- Field and inside reps who update records on a phone between meetings
Use cases
- Moving deals through named pipeline stages
- Forecasting revenue for the coming quarter
- Syncing a sales inbox so email lands on the deal record
- Automating follow-up sequences after a demo
- Capturing inbound leads with a chatbot and web forms
- Routing new leads to the right rep automatically
- Sending quotes and collecting e-signatures
- Running email campaigns against CRM segments
- Reporting on rep activity and win rates
- Scoring leads against a custom model
- Managing delivery work after a deal is won
- Reviewing meeting briefs and call transcripts
- Identifying which companies visited the website
- Connecting the CRM to an AI assistant over MCP
Screenshots & Videos
Explore Pipedrive in action
User Reviews
Compare with Similar Software
Click to compare side by side with Pipedrive