Pipedrive – Best CRM for small & scaling businesses

Pipedrive is a dynamic web-based Sales CRM and pipeline management solution, that offers businesses a strategic approach to sales management and deal monitoring. With its foundation in activity-based selling and cloud accessibility, Pipedrive empowers sales teams to streamline their processes. In this article, we will explore the ins and outs of Pipedrive, from its features and pricing plans to how it can benefit your business. Let’s dive into the world of Pipedrive.


Pipedrive is a modern web-based Sales CRM and pipeline management solution that empowers businesses to strategize their sales efforts and keep a close watch on their deals. It’s designed based on the principles of activity-based selling, simplifying every step needed to turn a potential deal into a successful sale. Being a cloud-based application, it is accessible 24/7 from anywhere, whether through a web browser or dedicated mobile apps.

The Pipedrive app offers sales teams a comprehensive view of various sales pipelines. Its user-friendly interface clearly shows the progress of each deal and provides all the necessary details for the next actionable steps. The activity and goal tracking feature helps users stay on top of pending tasks in each pipeline. Moreover, it has custom sales reporting tools that allow you to monitor individual and team-level targets, analyze sales data, and generate visually informative reports.

It does not just stop at sales management; it seamlessly integrates with various email service providers like Outlook, Gmail, and Yahoo, enabling users to send and receive emails from multiple accounts within their Pipedrive account. Additionally, it smoothly collaborates with several leading CRM tools to facilitate the transfer of contact information, communication history, and other essential data across applications. Beyond these capabilities, it connects with popular services like Google Maps, WordPress, MailChimp, Trello, and Zapier.

Exploring Key Features of Pipedrive for Sales Management

In the world of customer relationship management (CRM) software, Pipedrive stands out with features that can significantly enhance your sales processes. Below, we delve into these essential features and how they can benefit your business:

Activities Overview:

It offers a powerful “Activities” feature that helps sales professionals stay on top of their tasks. Erin Mastopietro of Dope Dog highlights its utility in planning follow-ups for specific accounts. It also provides a day-at-a-glance view of existing activities in a mini-hour-by-hour grid format, allowing users to optimize their time effectively. This feature ensures that sales calls and other tasks are seamlessly integrated into busy schedules, preventing double-booking and maximizing productivity.

Custom Columns and Filters:

Pipedrive’s ability to create custom columns and filters is a game-changer for those whose sales processes don’t neatly fit the standard mold. Chris Gadek of AdQuick emphasizes how these customizable columns offer a quick, at-a-glance view of daily, monthly, or yearly metrics. Users can tailor their dashboard to their specific needs, helping identify overdue tasks and activities efficiently. Custom filters and column specifications save valuable time by streamlining data presentation.

Customizable Email Templates:

Email communication with prospects is crucial in sales, but crafting individualized messages can be time-consuming. Pipedrive’s customizable email templates, as noted by Carrie McKeegan of Greenback Expat Tax Services, simplify the process. Having a variety of templates readily available streamlines email marketing strategies, making it easier to engage recipients effectively.

Revenue Projection:

Forecasting revenue is vital, especially when implementing new strategies. Pipedrive supports this with a feature that allows users to assess the effectiveness of their strategies and make informed decisions. Andrea Loubier of Mailbird emphasizes the importance of tracking and pivoting to improve outcomes.


Pipedrive’s scheduler simplifies the management of scheduled demos and appointments. Anastasiia Khlystova of HelpCrunch notes how it keeps all scheduled activities organized within a unified calendar, eliminating the need for third-party integrations. This is particularly valuable for initial sales and follow-up activities.

Logging Lead-Ins:

The ability to log “lead-ins” in Pipedrive simplifies the sales pipeline view. Vibrant Media Productions’ Alex Cascio highlights how this feature’s streamlined format and customization of the sales process enhance clarity. It ensures that sales professionals have a clear view of the entire pipeline and never miss follow-ups, ultimately leading to increased deal closures.

Customizable Reports:

Customizable reports are a key feature that offers insights into various data inputs, allowing for in-depth analysis of customers and prospects. Vimal Bharadwaj of explains how it aids in understanding conversion rates and informs marketing strategies, positively impacting product development and strategy.

Smart Contact Data:

Access to smart contact data is a powerful tool, as highlighted by Jeremy Cross of Online Team Building Bingo. It allows sales teams to personalize their outreach based on location and contact role within a company. This information can help tailor communication strategies, improving engagement and prioritizing communication based on the contact’s role.

Track Communication:

Pipedrive’s “Track Communication” feature provides a visual history of all interactions with contacts, offering insights into updating and follow-up needs. It ensures that sales professionals are well-informed about previous conversations before initiating follow-ups.

Visual Pipeline of Sales Stages:

Pipedrive provides a visual representation of deals tailored to sales stages, enhancing opportunity management. Colton De Vos of Resolute Technology Solutions praises its ability to align sales stages with business processes and its deal rotting indicator, which prompts action when a deal lingers in one stage for too long. It’s a valuable tool for quickly assessing prospect status.

Workflow Automation:

Its workflow automation module streamlines productivity by automating tasks based on deal stages. Kelly Goss of Solvaa highlights its versatility in automating activities and communications, reducing manual work in the sales process. Keith Greywood of Unleash Equity adds that it ensures tasks are efficiently assigned to team members, enhancing customer service and preventing deals from falling through the cracks.

Pipedrive’s Impact on Sales Teams

In the realm of sales success, Pipedrive has cemented its status as an indispensable tool for sales teams. This customer relationship management (CRM) software offers many advantages, from sales funnel creation and lead tracking to in-depth sales performance analysis. However, one of its most significant strengths lies in its remarkable integration capabilities, which empower businesses to collaborate with various apps and automate repetitive tasks, ultimately saving valuable time.

Unlocking the Power of Integration

Among the numerous integrations available for Pipedrive, two prominent options stand out as invaluable assets for streamlining sales operations: WordPress and Zapier.

Pipedrive WordPress Integration

For those managing their business using Pipedrive WordPress Integration, it opens doors to a world of organization and efficiency. By merging these platforms, you can seamlessly maintain your sales data’s organization and accuracy. This integration offers many benefits, enabling you to view your sales pipeline and deals directly on your WordPress site. You can create new deals and update existing ones without leaving your WordPress environment.

Zapier Integration

Zapier, an automation powerhouse, allies with Pipedrive to create a centralized hub for optimizing sales workflows. This integration brings forth an array of impressive capabilities, including the ability to create new leads, update deal statuses, attach files to accounts, record Calendly events as contact activities, transform Typeform entries into deals, and even craft Zapier Pipedrive deals from Gravity Forms submissions.

What’s even more impressive is Zapier’s ability to connect Pipedrive with over 5,000 other applications, expanding your automation possibilities exponentially. With a recent update, Zapier introduces one-to-many integrations, allowing the creation of workflows with unlimited steps.

Pipedrive Integration with MailChimp

In email marketing, MailChimp is a favorite tool for businesses crafting engaging email campaigns. The Pipedrive Integration with MailChimp simplifies the exportation of contacts and segments from Pipedrive. This dynamic duo empowers you to send personalized emails to specific customer and client groups with ease. Furthermore, you can define your segment criteria in Pipedrive and export your contacts to Mailchimp in just a few clicks, facilitating targeted and effective email marketing campaigns.

Pros and Cons


Budget-Friendly Pricing: It offers affordable paid plans, beginning at just $14.90 per month, making it accessible to businesses of varying sizes.

Customizable Pipelines: Users benefit from unlimited, customizable sales pipelines, adapt to their specific needs and processes.

Sales Assistant with Machine Learning: It provides a machine learning-powered sales assistant for all plans, enhancing sales strategies and efficiency.

API Access: With API access, Pipedrive allows full customization and integration capabilities, tailoring the CRM to unique requirements.

Workflow Automation: Most plans include workflow automation, streamlining routine tasks, and improving productivity.

Contact Autofill: High-tier plans feature an autofill contact information feature, simplifying data entry and reducing manual work.

Built-In Telephony: For most plans, it offers a built-in telephony feature, facilitating communication and contact management.


No Free Plan: It offers no free plan, which may deter cost-conscious individuals or small businesses.

Limited Customization: Many plans have limitations on custom fields and reports, potentially restricting in-depth data analysis.

Phone Support: Phone support is only available on the highest-tier plan, potentially limiting customer support access for lower-tier subscribers.

Pipedrive Pricing and Why It’s Worth the Investment

Regarding CRM and pipeline management tools, Pipedrive stands out not only for its feature-rich offerings but also for its affordability. The flexibility of Pipedrive’s pricing plans allows businesses to choose between monthly and annual billing options. Here’s a breakdown of the Pipedrive pricing plans offers:

Essential Plan: Priced at $12.50/ month for a single user, it is designed to help businesses jump-start their operations by establishing smooth processes.

Advanced Plan: At $24.90/ month for one user, the Advanced Plan offers the automation of marketing processes, empowering growing teams to enhance their efficiency.

Professional Plan: For $49.90/ month for a single user, the Professional Plan provides access to advanced data for personalizing company performance and boosting sales and revenue.

Enterprise Plan: At $99.90/ month for one user, the Enterprise Plan ensures successful cooperation between teams and offers unlimited personalization and support.

Pipedrive also offers a 14-day Free Trial for all these plans, allowing users to explore the features and functionality before committing.

Is Pipedrive Worth It?

In a nutshell, Pipedrive is a valuable investment for most teams, particularly larger companies. Smaller teams or individuals may find alternative solutions more suitable. The Essential and Advanced plans offer nearly all the tools required to maximize Pipedrive’s potential, making them a cost-effective choice. The Professional and Enterprise plans, while priced slightly higher, deliver substantial value.

What sets it apart is its adaptable architecture, featuring customizable pipelines, fields, and filters. This flexibility allows businesses to tailor the CRM software to their unique sales processes. Combined with an extensive range of integrations and a commitment to continuous improvement, it is a standout choice in the competitive CRM landscape.


In the competitive realm of CRM software, Pipedrive emerges as a standout choice, thanks to its flexible pricing, adaptable architecture, and robust feature set. Whether you are a solo entrepreneur or part of a large corporation, Pipedrive’s user-friendly interface, extensive integrations, and sales-focused features can significantly enhance your sales processes. The investment in Pipedrive is well worth it, as it simplifies sales management, boosts productivity, and drives business growth through its tailored approach to CRM.

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