About Pipedrive
Overview
Pipedrive is a sales CRM built around a visual, kanban-style pipeline that lets teams track deals from first contact to close. The platform pairs pipeline management, AI-assisted lead scoring, and workflow automation so salespeople can focus on selling instead of admin work.
The company began in an Estonian garage in 2010, founded by salespeople who wanted a more visual sales tool. Pipedrive now serves more than 100,000 companies in 179 countries, with a Marketplace of 500+ integrations, real-time reporting, and mobile apps for Android and iOS.
Key Benefits
- Visual kanban pipeline shows every deal's stage and sends notifications when follow-up is due.
- Nova meeting intelligence records and transcribes calls, then drafts CRM updates you approve in one click, at no extra cost on any plan.
- AI Sales Assistant predicts which deals are likely to win or lose and suggests which leads deserve attention.
- Two-way email sync connects up to five accounts and offers customizable templates for faster responses.
- Workflow automation routes leads between reps, triggers follow-up sequences, and removes repetitive data entry.
- Real-time reports, revenue forecasting, and goal tracking give sales managers instant visibility into team performance.
How It Works
New users start by importing data from spreadsheets or other tools, or by building a leads database inside Pipedrive. They then define their pipelines, create deals, and connect business email and calendars to begin scheduling activities. As deals advance, automation runs follow-ups while the AI Sales Assistant flags which opportunities to pursue next.
Use Cases
- Sales teams manage leads, deals, and customer history in one place, with custom fields and smart formulas tuned to their process.
- Sales managers set goals and monitor team performance with visual reports, dashboards, and revenue forecasts.
- Small-business founders track the full buyer journey from first contact to closed deal.
- Field salespeople prep for meetings and send instant follow-ups from the Android and iOS apps.
- Large teams coordinate sales activities with granular permissions, activity-based planning, and a dedicated account manager.
Why Choose This Product
Pipedrive pioneered the kanban pipeline in CRM and stays true to its roots as a tool built by and for salespeople. AES-256 encryption, SOC 2 compliance, and hosting on Rackspace and AWS keep customer data secure as companies grow. A 14-day free trial requires no credit card, so new teams can test the platform before committing.
Key Features
Visual kanban pipeline
Kanban-style dashboards visualize the sales funnel, and users can customize pipelines to match their sales process and move deals along each stage.
Nova meeting intelligence
Nova records and transcribes calls, generates pre-call briefs from deal history, and drafts CRM updates users approve with one click, and it is included in all plans at no additional cost.
AI Sales Assistant
Predicts which deals are most likely to win or lose, suggests leads to pursue, and delivers daily snapshots of the sales team's performance.
Workflow automation
Automates lead routing between reps, follow-up sequences triggered by email interactions, and repetitive tasks using custom rules or ready-made templates.
Two-way email sync
Connects up to five email accounts into one sales inbox and provides customizable templates for faster responses.
Calendar and call scheduling
Syncs business calendars, sends deadline reminders, and generates booking links for Google Meet, Zoom, or Microsoft Teams.
Real-time reporting
Tracks sales metrics with visual reports, goal-setting dashboards, and revenue forecasting based on past performance.
Custom fields
Captures must-have deal information and automates calculations with smart formulas to shape the CRM to each business.
Enterprise-grade security
Protects customer data with AES-256 encryption, full SOC 2 compliance, and hosting infrastructure on Rackspace and AWS.
Mobile apps
Android and iOS apps let salespeople access data, finalize meeting prep, and send instant follow-ups while on the go.