Software overview

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. As a cloud-based application, the solution can be accessed from anywhere 24x7 using any web browser or dedicated mobile apps.

Pipedrive provides sales personnel full visibility of different sales pipelines. A robust interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.

Pipedrive's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.

Product Video
All features

Organize activities and pipelines to follow up with ease

 


 

Manage leads and deals

 

✔️ Deal management
✔️ Customizable pipelines
✔️ Custom fields
✔️ Data import and export
✔️ Merge duplicate data
❌ Products catalog (excluded in this plan)
✔️ Deal rotting


 

Track communications

 

✔️ Contact and org management
✔️ Data import and export
✔️ Email inbox
❌ Two-way email sync
✔️ Emails linked to contacts and deals
❌ Customizable email templates
❌ Merge fields
❌ Email open and click tracking
❌ Group emailing
❌ Sales Docs
❌ Autofilled templates and offline docs
❌ Google Drive integration
❌ OneDrive integration
❌ Document open tracking
❌ eSignatures
❌ Caller
✔️ Meeting scheduler
✔️ Calendar view and activity management
✔️ Activity reminder notifications
✔️ Contacts map
✔️ File attachments
✔️ Customizable signatures

 


Automate and grow

 

✔️ Sales Assistant
❌ Workflow automation
❌ Smart contact data
✔️ Activity reminder notifications
✔️ API access
✔️ Webhooks
❌ Important fields

 


 

Insights and reports

 

✔️ Deal reports
✔️ Activity reports
❌ Leads reports
❌ Custom fields and reports
❌ Recurring revenue reports
❌ Revenue forecast reports
✔️ Visual dashboards
✔️ Shareable dashboard links
❌ Team management
✔️ Company and user goals
❌ Team goals
✔️ Open API and integrations

 


 

Privacy and security

 

❌ Security dashboard
❌ Security alerts
❌ Security rules
✔️ User access and device logs
✔️ Two-factor authentication login
❌ SAML SSO (single sign-on) login
✔️ Advanced user permissions
❌ Advanced deal and contact visibility settings
✔️ World-class data storage
✔️ SOC 2 compliant
✔️ AES-256 encryption

 


 

Mobile apps and integrations

 

✔️ Native mobile Android and iOS apps
✔️ Real-time sync across all devices
✔️ Caller ID linked to deals and activities
❌ Web-to-mobile calls
✔️ Automatic call logging
✔️ Client location on maps
✔️ Contact sync with Google and Microsoft
✔️ Calendar sync with Google and Microsoft
✔️ Google Drive sync
✔️ Chrome extension for Gmail
✔️ Apps marketplace with 150+ integrations

 


 

Get more from Pipedrive

 

✔️ App supports 16 languages
✔️ 24/7 customer support
✔️ Online help center
✔️ Pipedrive Developer Center access

Track and automate your day for less legwork and more sales

 


 

Manage leads and deals

 

✔️ Deal management
✔️ Customizable pipelines
✔️ Custom fields
✔️ Data import and export
✔️ Merge duplicate data
✔️ Products catalog 
✔️ Deal rotting

 


 

Track communications

 

✔️ Contact and org management
✔️ Data import and export
✔️ Email inbox
✔️ Two-way email sync
✔️ Emails linked to contacts and deals
✔️ Customizable email templates
✔️ Merge fields
✔️ Email open and click tracking
❌ Group emailing
✔️ Sales Docs
✔️ Autofilled templates and offline docs
✔️ Google Drive integration
✔️ OneDrive integration
✔️ Document open tracking
❌ eSignatures
❌ Caller
✔️ Meeting scheduler
✔️ Calendar view and activity management
✔️ Activity reminder notifications
✔️ Contacts map
✔️ File attachments
✔️ Customizable signatures

 


 

Automate and grow

 

✔️ Sales Assistant
✔️ Workflow automation
✔️ Smart contact data
✔️ Activity reminder notifications
✔️ API access
✔️ Webhooks
✔️ Important fields

 


 

Insights and reports

 

✔️ Deal reports
✔️ Activity reports
❌ Leads reports
❌ Custom fields and reports
✔️ Recurring revenue reports
❌ Revenue forecast reports
✔️ Visual dashboards
✔️ Shareable dashboard links
❌ Team management
✔️ Company and user goals
❌ Team goals
✔️ Open API and integrations

 


 

Privacy and security

 

❌ Security dashboard
❌ Security alerts
❌ Security rules
✔️ User access and device logs
✔️ Two-factor authentication login
✔️ SAML SSO (single sign-on) login
✔️ Advanced user permissions
❌ Advanced deal and contact visibility settings
✔️ World-class data storage
✔️ SOC 2 compliant
✔️ AES-256 encryption

 


 

Mobile apps and integrations

 

✔️ Native mobile Android and iOS apps
✔️ Real-time sync across all devices
✔️ Caller ID linked to deals and activities
✔️ Web-to-mobile calls
✔️ Automatic call logging
✔️ Client location on maps
✔️ Contact sync with Google and Microsoft
✔️ Calendar sync with Google and Microsoft
✔️ Google Drive sync
✔️ Chrome extension for Gmail
✔️ Apps marketplace with 150+ integrations

 


 

Get more from Pipedrive

✔️ App supports 16 languages
✔️ 24/7 customer support
✔️ Online help center
✔️ Pipedrive Developer Center access

Everything you need to collaborate, communicate and grow revenue

 


 

Manage leads and deals

 

✔️ Deal management
✔️ Customizable pipelines
✔️ Custom fields
✔️ Data import and export
✔️ Merge duplicate data
✔️ Products catalog 
✔️ Deal rotting

 


 

Track communications

 

✔️ Contact and org management
✔️ Data import and export
✔️ Email inbox
✔️ Two-way email sync
✔️ Emails linked to contacts and deals
✔️ Customizable email templates
✔️ Merge fields
✔️ Email open and click tracking
✔️ Group emailing
✔️ Sales Docs
✔️ Autofilled templates and offline docs
✔️ Google Drive integration
✔️ OneDrive integration
✔️ Document open tracking
✔️ eSignatures
✔️ Caller
✔️ Meeting scheduler
✔️ Calendar view and activity management
✔️ Activity reminder notifications
✔️ Contacts map
✔️ File attachments
✔️ Customizable signatures

 


 

Automate and grow

 

✔️ Sales Assistant
✔️ Workflow automation
✔️ Smart contact data
✔️ Activity reminder notifications
✔️ API access
✔️ Webhooks
✔️ Important fields

 


 

Insights and reports

 

✔️ Deal reports
✔️ Activity reports
✔️ Leads reports
✔️ Custom fields and reports
✔️ Recurring revenue reports
✔️ Revenue forecast reports
✔️ Visual dashboards
✔️ Shareable dashboard links
✔️ Team management
✔️ Company and user goals
✔️ Team goals
✔️ Open API and integrations

 


 

Privacy and security

 

✔️ Security dashboard
✔️ Security alerts
✔️ Security rules
✔️ User access and device logs
✔️ Two-factor authentication login
✔️ SAML SSO (single sign-on) login
✔️ Advanced user permissions
✔️ Advanced deal and contact visibility settings
✔️ World-class data storage
✔️ SOC 2 compliant
✔️ AES-256 encryption

 


 

Mobile apps and integrations

 

✔️ Native mobile Android and iOS apps
✔️ Real-time sync across all devices
✔️ Caller ID linked to deals and activities
✔️ Web-to-mobile calls
✔️ Automatic call logging
✔️ Client location on maps
✔️ Contact sync with Google and Microsoft
✔️ Calendar sync with Google and Microsoft
✔️ Google Drive sync
✔️ Chrome extension for Gmail
✔️ Apps marketplace with 150+ integrations

 


 

Get more from Pipedrive

✔️ App supports 16 languages
✔️ 24/7 customer support
✔️ Online help center
✔️ Pipedrive Developer Center access

Get custom onboarding from smartMILE and support with your CRM

 


 

Manage leads and deals

 

✔️ Deal management
✔️ Customizable pipelines
✔️ Custom fields
✔️ Data import and export
✔️ Merge duplicate data
✔️ Products catalog 
✔️ Deal rotting

 


 

Track communications

 

✔️ Contact and org management
✔️ Data import and export
✔️ Email inbox
✔️ Two-way email sync
✔️ Emails linked to contacts and deals
✔️ Customizable email templates
✔️ Merge fields
✔️ Email open and click tracking
✔️ Group emailing
✔️ Sales Docs
✔️ Autofilled templates and offline docs
✔️ Google Drive integration
✔️ OneDrive integration
✔️ Document open tracking
✔️ eSignatures
✔️ Caller
✔️ Meeting scheduler
✔️ Calendar view and activity management
✔️ Activity reminder notifications
✔️ Contacts map
✔️ File attachments
✔️ Customizable signatures

 


 

Automate and grow

 

✔️ Sales Assistant
✔️ Workflow automation
✔️ Smart contact data
✔️ Activity reminder notifications
✔️ API access
✔️ Webhooks
✔️ Important fields

 


 

Insights and reports

 

✔️ Deal reports
✔️ Activity reports
✔️ Leads reports
✔️ Custom fields and reports
✔️ Recurring revenue reports
✔️ Revenue forecast reports
✔️ Visual dashboards
✔️ Shareable dashboard links
✔️ Team management
✔️ Company and user goals
✔️ Team goals
✔️ Open API and integrations

 


 

Privacy and security

 

✔️ Security dashboard
✔️ Security alerts
✔️ Security rules
✔️ User access and device logs
✔️ Two-factor authentication login
✔️ SAML SSO (single sign-on) login
✔️ Advanced user permissions
✔️ Advanced deal and contact visibility settings
✔️ World-class data storage
✔️ SOC 2 compliant
✔️ AES-256 encryption

 


 

Mobile apps and integrations

 

✔️ Native mobile Android and iOS apps
✔️ Real-time sync across all devices
✔️ Caller ID linked to deals and activities
✔️ Web-to-mobile calls
✔️ Automatic call logging
✔️ Client location on maps
✔️ Contact sync with Google and Microsoft
✔️ Calendar sync with Google and Microsoft
✔️ Google Drive sync
✔️ Chrome extension for Gmail
✔️ Apps marketplace with 150+ integrations

 


 

Get more from Pipedrive

✔️ App supports 16 languages
✔️ 24/7 customer support
✔️ Online help center
✔️ Pipedrive Developer Center access

Plans & Pricing

$12.50
/ mo

Essential

  • Organize activities and pipelines to follow up with ease
  • Per user per month, billed annually or $15 per user if billed monthly

Try it free

$24.90
/ mo

Advanced

  • Track and automate your day for less legwork and more sales
  • Per user per month, billed annually or $29 per user if billed monthly

Try it free

$49.90
/ mo

Professional

  • Everything you need to collaborate, communicate and grow revenue
  • Per user per month, billed annually or $59 per user if billed monthly

Try it free

$99.00
/ mo

Enterprise

  • Get custom onboarding from smartMILE and support with your CRM
  • Per user per month, billed annually Min. 10 seats

Try it free

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