Pipedrive

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CRM Softwarecrmpipedrive.com

Pipedrive is a sales-focused CRM built around a visual, kanban-style pipeline where reps drag and drop deals between stages, log activities, and manage contacts and organizations. It targets small and mid-market B2B sales teams who need structured pipeline management without the configuration overhead of enterprise CRMs. Admins configure custom fields, automations, and permission sets, while reps interact daily with the deal view, email sync, and the Pulse AI toolkit for lead prioritization and sequenced follow-ups.

Products

  • Pipedrive CRMactive

    Core sales CRM with a drag-and-drop visual pipeline, deal and contact management, activity scheduling, email sync, custom fields, and multi-pipeline support across all plans.

  • Pulseactive

    AI-powered prospecting toolkit inside Pipedrive that surfaces a prioritized feed of deals and leads, auto-enriches company data, scores leads by custom rules, and runs sequenced email/task follow-up flows.

  • LeadBoosteractive

    Lead capture add-on providing a configurable chatbot, live chat, embeddable web forms, and a 400M+ contact prospecting database to route inbound leads into the CRM pipeline.

  • Campaignsactive

    Email marketing add-on with drag-and-drop builder, segmentation, send-time scheduling, and campaign performance analytics tied directly to CRM contact records.

  • Smart Docsactive

    Document generation and e-signature add-on that lets reps create quotes, proposals, and contracts from templates pre-populated with CRM deal data, with open tracking and in-app signing.

  • Projectsactive

    Post-sale project management module providing kanban boards and task tracking inside Pipedrive to hand off closed deals into delivery or onboarding workflows.

  • Web Visitorsactive

    Website visitor identification add-on that de-anonymizes company-level traffic, shows which CRM contacts visited which pages, and surfaces intent signals inside Pipedrive.

  • AI Sales Assistantactive

    Cross-plan AI layer that analyzes deal activity to predict win probability, flag stalled deals, suggest next best actions, draft emails, and summarize long email threads.

Features

Visual Kanban Pipelineall plansCustom Fieldsall plansMultiple Pipelinesall plansDeal Rotting Indicatorsall plansTwo-Way Email Sync (Gmail, Outlook)paid onlyWorkflow Automation Builderpaid onlySales Sequences (email + task flows)paid onlyRevenue Forecasting & Forecast Viewpaid onlyReporting & Dashboardsall plansAI Sales Assistant (deal scoring, next-action)all plansAI Email Drafting & Summarizationpaid onlyPulse Lead Scoring & Data Enrichmententerprise onlyLead Routing / Auto Assignmentpaid onlyTeam Goals & Filterspaid onlyPermission Sets & Visibility Groupspaid onlySSO (SAML) & 2FAall plansAudit Logsenterprise onlySandbox Accountenterprise onlyMarketplace (500+ integrations)all plansREST APIall plansRevenue Management (MRR/ARR, installments, subscriptions)paid onlyMessaging Inbox (WhatsApp, Facebook)paid onlyChatGPT Integrationall plansMobile App (iOS & Android)all plansMeeting Scheduler / Calendar Syncpaid only