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VerifiedChecked 2026-09-21

Pipedrive

Sales CRM for contact, deal and activity records, with plan-qualified outreach, forecasting, meeting assistance and commercial-document workflows.

CRME-signatureForecasting & revenue intelligenceInbound capture & conversational engagementLead routingMeeting assistantsProposal softwareSales engagementScheduling
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FootprintOverviewPricingReviewsIntegrationsSources

Revenue footprint

Where Pipedrive fits

Revenue areas

Primary and supporting use cases
Job coverage

Selected jobs

14 distinct jobs across 6 revenue areas

StrongAnalyse pipeline performance ↗

Insights reports analyse pipeline conversion, deal duration, progress, activity and outcomes.

Condition: Reports available across plans; report types, quantities and custom reporting vary by tier.Pipedrive source ↗
StrongCapture conversations and notes ↗

Nova records and transcribes meetings, produces summaries and suggests CRM updates for user review.

Condition: Nova included on all plans; permissions, recording setup and participant consent apply; review suggested updates before saving.Pipedrive source ↗
StrongCapture inbound interest ↗

LeadBooster Web Forms and Chatbot/Live Chat turn inbound visitor inquiries into contact and lead records.

Condition: LeadBooster included Premium/Ultimate; paid add-on for Lite/Growth; configure forms or chat capture.Pipedrive source ↗
StrongCollect signatures ↗

Smart Docs requests and records electronic signatures on commercial documents.

Condition: Smart Docs included Premium/Ultimate or paid Lite/Growth add-on; cloud-storage connection and applicable signature-request limits.Pipedrive source ↗
StrongForecast revenue ↗

The current revenue-forecast workflow uses a stated, time-bound method and is available from Growth.

Condition: Growth or higher; forecast accuracy depends on maintained deal values, probabilities, and expected close dates.Pipedrive source ↗
StrongMaintain account and contact records ↗

Pipedrive maintains person and organization records, ownership and relationship information.

Condition: All plans; field, permission and usage limits vary.Pipedrive source ↗
StrongMaintain sales-activity history ↗

Pipedrive keeps activity history linked to contacts and deals.

Condition: Activity records on all plans; email sync and contact timeline Growth+; connected mailbox for email history.Pipedrive source ↗
StrongManage opportunities ↗

Pipedrive records deal stage, value, owner and next-step activities in configurable pipelines.

Condition: All plans; automation and reporting entitlements vary.Pipedrive source ↗
PartialOrchestrate cross-system workflows ↗

Conditional external HTTP actions complete a bounded cross-system workflow from the CRM. They do not establish general integration-platform breadth or every human-approval requirement.

Condition: Growth+ automations; admin-configured authenticated endpoint; POST/PUT/DELETE actions; execution limits apply. General bidirectional orchestration and approval handling are not established.Pipedrive source ↗
StrongOrchestrate outreach sequences ↗

Native follow-up automation can implement reply-aware branching, while the named linear Sequence still needs manual completion when a reply happens outside its flow.

Condition: Growth or higher; automation, wait, branch, sequence, and sending limits apply. Manual completion is required without the reply-aware Automation configuration.Pipedrive source ↗
StrongPrepare proposals ↗

Smart Docs prepares personalized proposals from CRM data and presents them through shareable, tracked documents.

Condition: Smart Docs included Premium/Ultimate or paid Lite/Growth add-on; Google Drive, OneDrive or SharePoint connection required.Pipedrive source ↗
StrongRoute leads and accounts ↗

Automatic assignment routes new leads and new or updated deals to users, related owners or teams by round robin.

Condition: Premium/Ultimate; configure routing rules, users and teams.Pipedrive source ↗
StrongSchedule meetings ↗

Pipedrive Scheduler shares availability and books meetings.

Condition: Growth+; booking and calendar limits vary by plan and configuration.Pipedrive source ↗
StrongSend prospecting email ↗

Growth and higher complete the small-team prospecting-email job inside the CRM, subject to provider and sending limits.

Condition: Growth or higher; mailbox connection, permissions, provider limits, and Pipedrive sending limits apply.Pipedrive source ↗

Overview

What Pipedrive does

Pipedrive centers on sales pipelines and CRM records. Growth adds sequences, email sync, scheduling and forecasts. Premium adds automatic assignment, organization enrichment and bundled LeadBooster/Smart Docs. Nova meeting assistance is included across plans. Smart Docs prepares proposals and collects signatures with connected cloud storage.

Buying context

Fit and constraints

Best for
Small and midsize sales teams needing a straightforward pipeline CRM and activity-management system of record.
Relevant constraints
  • Capabilities depend on the subscribed plan, bundled or separately purchased add-ons, usage limits and connected services.
  • Sequences, email sync, meeting scheduling, forecast view, and the current revenue-forecast report start at Growth. A Sequence does not stop itself when a contact replies outside its flow; a separate Automation can implement reply-aware branching.
  • Smart Docs requires connected Google Drive, OneDrive or SharePoint and a Premium/Ultimate entitlement or paid Lite/Growth add-on.
  • Enrichment uses Surfe data and credits: organization enrichment starts at Premium; people enrichment requires Ultimate or a separate Premium add-on.
  • Custom scoring applies to deals; the reviewed evidence does not establish account/lead scoring, structured opportunity qualification, rules-based CPQ or contract negotiation.
  • Native contacts sync and manual duplicate merging are documented, but this review leaves the separate CRM-data-operations category and its job mappings unassigned.
  • USD annual prices checked 21 September 2026 are Lite $14, Growth $39, Premium $59 and Ultimate $79 per seat/month, billed annually. Earlier same-day renders differed, so buyers should recheck the displayed matrix.
Review status
Reviewed 2026-09-21

Pricing

Pipedrive pricing and plans

USD annual billing checked 21 September 2026: Lite $14, Growth $39, Premium $59 and Ultimate $79 per seat/month, charged annually. No permanent free tier; 14-day trial. Add-ons, taxes and services may add cost; implementation is advertised free on pricing plans over $400/year. Earlier EUR offers are separately dated localized observations.

Pricing model
Per user
Minimums
Annual commitment
Free access
14-day trial
Last checked
2026-09-21

Lite

$168/user/yrUSD pricing page; market not established · 12-month commitment · Billed annually · Self-serve

Displayed as USD 14 per seat/month, charged annually at USD 168 per seat/year. VAT excluded where applicable.

Check current price ↗

Growth

$468/user/yrUSD pricing page; market not established · 12-month commitment · Billed annually · Self-serve

Displayed as USD 39 per seat/month, charged annually at USD 468 per seat/year. VAT excluded where applicable.

Check current price ↗

Premium

$708/user/yrUSD pricing page; market not established · 12-month commitment · Billed annually · Self-serve

Displayed as USD 59 per seat/month, charged annually at USD 708 per seat/year. VAT excluded where applicable. Official wording only establishes free implementation when signing up for a pricing plan over USD 400/year; it does not establish that every onboarding service is free.

Check current price ↗

Ultimate

$948/user/yrUSD pricing page; market not established · 12-month commitment · Billed annually · Self-serve

Displayed as USD 79 per seat/month, charged annually at USD 948 per seat/year. VAT excluded where applicable.

Check current price ↗

List prices can exclude tax, usage charges, onboarding, add-ons, and negotiated discounts. Check the vendor page before buying.

Reviews

Pipedrive reviews

☆☆☆☆☆No published rating yet0 buyer reviews have passed editorial review

No buyer review has passed editorial validation yet. Vendor testimonials are never converted into ratings.

Environment fit

Platform & integrations

How Pipedrive works with your other tools. Open a finding for its source and any plan or setup limits.

API accessREST API for CRM records, webhooks, and app extensions.Available+

A documented application programming interface is available for at least one product workflow.

Scope. API token or OAuth 2.0 authentication; access follows user and company permissions. Plan- and seat-based daily budgets, endpoint token costs, and burst limits apply.

Checked Sep 21, 2026Pipedrive source ↗
MCP server accessPipedrive provides an OAuth-based MCP server for supported CRM search and record actions.Available+

The vendor provides a documented Model Context Protocol server for product access or actions.

Scope. Available tool scope and token limits follow the connected account and plan.

Checked Sep 21, 2026Pipedrive source ↗
Single sign-onOrganization-managed SAML single sign-on and enforced SSO are documented.Available+

The product supports a documented organization-managed single sign-on method.

Scope. Identity-provider configuration and account permissions apply.

Checked Sep 21, 2026Pipedrive source ↗
Data exportExports supported CRM data to CSV or XLSX.Available+

Users can export material product data in a documented reusable format.

Scope. Activities, notes, and files export separately; Google Drive files are excluded and visibility permissions apply.

Checked Sep 21, 2026Pipedrive source ↗

Integrations

Tools Pipedrive connects to. Open a researched connection for its source and setup details.

Native integrations

Gmail / Google AppsConnects Gmail or Google Apps mailboxes to Pipedrive Sales Inbox for sending, replying, and linking messages to CRM records.Direct connectionVaries by workflow+

Scope. Available on Growth and higher; personal and team mailbox access differ, and provider sending and file limits apply.

Checked Sep 21, 2026Pipedrive source ↗
Google CalendarSynchronizes supported calendar events and Pipedrive activities with configurable one-way or two-way behavior.Direct connectionVaries by workflow+

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Pipedrive source ↗
Google ContactsSynchronizes supported contact records with configurable direction.Direct connectionVaries by workflow+

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Pipedrive source ↗
Microsoft ContactsSynchronizes supported contact records with configurable direction.Direct connectionVaries by workflow+

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Pipedrive source ↗
Microsoft Outlook CalendarSynchronizes supported calendar events and Pipedrive activities with configurable direction.Direct connectionVaries by workflow+

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Pipedrive source ↗
Microsoft Outlook / Office 365Connects Outlook or Office 365 mailboxes to Pipedrive Sales Inbox for sending, replying, and linking messages to CRM records.Direct connectionVaries by workflow+

Scope. Available on Growth and higher; account type and provider limits apply. Generic IMAP support is outside this named record.

Checked Sep 21, 2026Pipedrive source ↗
Slack (Dealbot)Posts deal updates and configured notifications to Slack and supports searches for Pipedrive deals, contacts, and organizations from Slack.Direct connectionVaries by workflow+

Scope. Slack workspace authorization and channel linking are required. The evidence does not establish universal plan availability; automation-based notifications require Growth or higher.

Checked Sep 21, 2026Pipedrive source ↗

Not yet recorded means we haven’t added a finding here. It doesn’t mean the feature is missing. We check these connections and settings separately from the work shown on the fit map.

Product references

RevManic's fit assessments are our editorial opinion. Check Pipedrive's website for the latest features, plans and pricing.

Represent Pipedrive? Contact us to suggest an update, or claim this profile.

  1. What features do the pipedrive plans have ↗support.pipedrive.com/en/article/what-features-do-the-pipedrive-plans-haveCompany source
  2. Automations emails ↗support.pipedrive.com/en/article/automations-emailsCompany source
  3. Microsoft Outlook / Office 365 integration ↗support.pipedrive.com/en/article/email-syncCompany source
  4. Insights reports revenue forecast ↗support.pipedrive.com/en/article/insights-reports-revenue-forecastCompany source
  5. Insights report types ↗support.pipedrive.com/en/article/insights-report-typesCompany source
  6. Automatic assignment ↗support.pipedrive.com/en/article/automatic-assignmentCompany source
  7. Nova ↗support.pipedrive.com/en/article/novaCompany source
  8. Smart docs ↗support.pipedrive.com/en/article/smart-docsCompany source
  9. Automations webhook requests ↗support.pipedrive.com/en/article/automations-webhook-requestsCompany source
  10. Pricing ↗pipedrive.com/en/pricingCompany source
  11. API access ↗pipedrive.readme.io/docs/core-api-concepts-about-pipedrive-apiCompany source
  12. MCP server access ↗pipedrive.com/en/features/mcp-serverCompany source
  13. Single sign-on ↗support.pipedrive.com/en/article/single-sign-onCompany source
  14. Data export ↗support.pipedrive.com/en/article/exporting-data-from-pipedriveCompany source
  15. Microsoft Outlook Calendar integration ↗support.pipedrive.com/en/article/calendar-syncCompany source
  16. Microsoft Contacts integration ↗support.pipedrive.com/en/article/contact-syncCompany source
  17. Slack (Dealbot) integration ↗pipedrive.com/en/features/slack-crm-integrationCompany source
  18. Documentation ↗support.pipedrive.com/en/Company source

Buying guides

Compare Pipedrive in context

See how the products differ across sales jobs, plan requirements, and the cost for a five-seller team. The broader map does not make either product universally better.

6 HubSpot alternatives for small B2B sales teamsCompare six sales CRM alternatives to HubSpot by the work they handle, the plans and costs involved, and the shape of their revenue fit.→Pipedrive vs HubSpot: which CRM fits your sales team's work?A focused sales CRM or a broader customer platform? Compare the jobs each covers, the plans you'll need and the cost for five sellers.→

Alternatives

Pipedrive alternatives

40
HubSpotCustomer platform combining Smart CRM with separately entitled marketing, sales, service, content, data and revenue products.monday CRMAn AI-enabled, customizable CRM for managing leads, contacts, communications, sales pipelines, revenue workflows, and customer relationships.CloseCalling-led sales CRM combining lead and opportunity management with native calling, email, SMS, workflows, reporting, coaching, and AI sales features.Zoho CRMA cloud CRM for managing leads, contacts, accounts, deals, sales activities, workflows, forecasting, analytics, and customer-facing processes.FreshsalesFreshsales is Freshworks’ sales-focused CRM for managing contacts, accounts, deals, activities, communications, automation, and reporting.NutshellAI-powered CRM with sales, marketing, engagement, scheduling, calling, reporting, and contact-management capabilities.AttioAI-native CRM for modern go-to-market teams, combining flexible data modeling, relationship intelligence, automation, reporting, and sales workflows.Copper CRMA CRM designed for Google Workspace that manages contacts, leads, opportunities, projects, workflows, communications, and reporting.Sales CloudSalesforce’s CRM and sales-force-automation product, now branded Agentforce Sales, for managing leads, accounts, contacts, opportunities, activities, pipeline, forecasting, reporting, workflows, quotes, and approvals.SalesloftPredictive revenue system combining sales engagement, conversation intelligence, deal management, workflow prioritization, AI agents, and revenue intelligence.ClariPredictive revenue system and revenue orchestration platform for enterprise revenue teams.SalesflareA CRM for small and medium-sized B2B businesses that automates contact, company, activity and pipeline data capture.GongRevenue AI platform for capturing and analyzing customer interactions, improving sales execution, forecasting, coaching, and revenue-team performance.OutreachAgentic AI revenue platform combining sales engagement, deal management, forecasting, conversation intelligence, coaching, and account expansion workflows.Capsule CRMCloud CRM for managing contacts, opportunities, sales pipelines, tasks, projects, communications, and reporting.Chili PiperInbound demand-conversion platform for routing leads, engaging website visitors, qualifying prospects, and booking meetings.Mediafly Intelligence360Enterprise revenue intelligence platform combining pipeline inspection, activity capture, conversation intelligence, forecasting, dashboards, and seller coaching.AvomaAI platform for meeting note-taking, scheduling, conversation intelligence, coaching, and revenue intelligence.DubbVideo sales and communication platform combining Dubb Sales Studio for recording, sending, and tracking personalized videos with Dubb Sales Agent for AI-assisted lead research, outreach, follow-up, CRM updates, and meeting booking.Aviso AIAI revenue operating platform for forecasting, pipeline and deal intelligence, conversation intelligence, relationship intelligence, sales engagement, and customer-success workflows.BreakcoldBreakcold is an AI-native CRM with a multichannel inbox, LinkedIn and social-selling workflows, enrichment, pipelines, and agent-accessible CRM actions.folkA collaborative, relationship-focused CRM for managing contacts, interactions, pipelines, enrichment, and personalized outreach.People.aiAI revenue intelligence platform that captures go-to-market activity, synchronizes it with CRM systems, and provides account, opportunity, forecasting, and sales-performance insights.CalendlyOnline scheduling platform for booking meetings, managing availability, routing leads, automating reminders and follow-ups, and coordinating team scheduling.RevenueHeroInbound lead qualification, routing, enrichment, and meeting scheduling platform.Better ProposalsProposal software for creating, sending, tracking, signing, and collecting payments on sales proposals.PhoneBurnerCloud-based power dialer and sales outreach platform with built-in CRM, calling workflows, email/SMS follow-up, reporting, coaching, and CRM integrations.NooksAI-powered outbound sales workspace combining dialing, sequencing, signals, enrichment, coaching, and salesfloor workflows.FlowlaAI-powered digital sales room and revenue-execution platform for buyer collaboration, deal execution, onboarding, renewals, and sales workflows.AttentionAI-powered sales and conversation intelligence platform that captures sales-call insights, updates CRM records, automates follow-up, provides coaching, and supports pipeline analysis.ProposifyProposal software for creating, sending, tracking, and electronically signing sales documents.DialpadAI-powered customer communications platform covering business communications, sales outreach, contact-center support, meetings, and conversational intelligence.SalesfinitySalesfinity is a calling and outbound sales platform for B2B revenue teams, combining AI parallel dialing, prospect data enrichment, call intelligence, follow-up automation, and CRM integrations.Agent FrankAI-powered SDR agent for automated prospecting, personalized outbound outreach, follow-up, and meeting booking.AiSDRAI sales development platform that researches prospects, identifies buying signals, creates personalized outreach, runs multichannel sequences, handles replies, and books meetings.WarmlyAI-native revenue orchestration platform for identifying, prioritizing, and engaging B2B website visitors.ChorusConversation intelligence software that captures, transcribes, and analyzes customer calls, meetings, and emails for sales performance, deal insight, coaching, and revenue visibility.CloudTalkCloudTalk is a cloud business phone and AI contact-center platform for sales and support teams.QualifiedAI-powered agentic marketing platform for Salesforce customers that engages website visitors and inbound leads, qualifies buyers, routes conversations, and books meetings to generate pipeline.QwilrInteractive proposal and sales-content platform with built-in engagement analytics, e-signatures and payment workflows.