Pipedrive CRM Review 2025
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In this review we evaluated Pipedrive’s features, plans, pricing and other important aspects to help our readers make a more educated purchase decision.
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What Is Pipedrive?
Pipedrive is a CRM that focuses on helping agents and brokers streamline sales operations and client relationships.
Thanks to its robustness and wide range of functionality, the platform is one of the most widely used CRMs.
In addition to real estate, the Pipedrive CRM is used in automotive sales, banking, event management, government, healthcare, and hospitality industries, by B2B and B2C businesses.
Some of the platform’s main services include automation, lead nurturing, project management, lead generation, and team management.
Pipedrive CRM is an SaaS platform available via web browser or through its native mobile apps for Android and iOS.
What Is Pipedrive Used For?
- Importing leads: Whether you have leads on a spreadsheet or existing CRM, you can easily add them to your Pipedrive account. The platform has built-in integrations that enable you to pull your contacts from many popular third-party sources.
- Lead management: Once leads are added to the system, you can nurture them through the pipeline by assigning them to team members, engaging them, and finally closing.
- Workflow automation: Pipedrive is equipped with many automation configurations across lead management, email marketing, task management, and team collaboration. You can set up rules and conditions that, when triggered, perform a specified action.
- Email management and marketing: Pipedrive allows you to connect your email accounts and manage them within the platform. You can view your inbox, respond to emails, create email templates for campaigns, and send scheduled and automated messages with Pipedrive.
- Lead generation: Although Pipedrive is not known as a real estate lead generation company, the platform does enable you to find leads for real estate agents by using its dynamic AI-powered B2B database. The platform also offers web forms that you can incorporate into your website and social media to capture leads.
- Team management: Pipedrive’s user permission and access settings let account admins add/remove team members, control what they can view and access, and automatically assign tasks to them.
- Project management: Cross-departmental teams can collaborate on projects easily with Pipedrive’s project management module. Here, you can add notes, assign and schedule tasks, as well as mention team members in comments and tasks.
- Reporting: Pipedrive has many built-in report templates, including deal and activity reports, revenue reports, and team and individual member performance reports.
- Document management: Send contracts, proposals, and quotes to clients and team members easily with Pipedrive. The documents can also be signed online (electronically) and stored in your account for future reference.
Pipedrive Users Breakdown by Specialty
Is Pipedrive Legit?
Yes. Pipedrive is a legitimate real estate agent CRM and software company that has been in service since June 2010.
The company was started in Estonia but has since expanded its presence, with offices in seven other locations across the U.S. and Europe.
Since its launch, Pipedrive has grown to become one of the most popular CRMs worldwide.
More than 100,000 professionals and companies in 179 countries use the software to automate and streamline their lead nurturing and sales operations.
Pipedrive’s massive reach is also seen online, where it has received tens of thousands of reviews on credible sources, including G2, Capterra, and Reddit.
Another reason we believe Pipedrive is not a scam and is safe is its stringent, high-level security measures. The company safeguards your data and credentials with AES-256 encryption.
Login information, such as the number of times and locations of your account logins, is also recorded and stored for 60 days to pinpoint suspicious activity.
The software company also has active, verified, and hugely-followed social media profiles, with over 91,000 followers on Facebook alone.
Pipedrive Customer Reviews
Pipedrive Pricing
The Pipedrive software has a transparent pricing structure with no hidden fees.
The cost of Pipedrive per month varies based on the size of your business, the features you can access, and the plan you choose.
The five Pipedrive pricing plans are Essential, Advanced, Professional, Power, and Enterprise, and each plan comes with a 14-day free trial.
Furthermore, there are add-on features with separate costs in addition to the subscription fees.
Essential
The Essential package is for entry-level real estate professionals working as individuals or small teams.
The plan costs $14 per month per user for a monthly subscription, while the annual subscription is $12 per month per user.
Some of the unique features offered in Essential include:
- Email inbox
- 30 custom fields
- 3,000 open deals
- 1 visual dashboard
- Unlimited pipeline and contacts
- 15 reports per user
- Lead, deal, calendar, and sales pipeline management
- AI-powered marketplace search
- API access
- Data imports
- 400+ integrations
- Pipedrive chatbot support
The Essential plan is most suited to real estate teams of up to 3 with minimal operations that require a handful of open deals and custom fields and reports.
Advanced
Pipedrive’s Advanced plan costs $29 per user per month (or $24 for the annual subscription option).
The Advanced plan is ideal for small real estate teams looking to accelerate growth and scale. It offers additional real estate email marketing software features and more customization and automation tools.
The following are some of the plan’s standout features:
- Two-way email synch
- Group emailing
- Email open and click tracking
- 1 email synch per user
- 10,000 open deals
- 100 custom fields
- 30 reports per user
- 30 automations
- Meeting scheduler
- Email and video call scheduling
- Web to mobile calls
- Live chat support
Professional
The Professional plan is Pipedrive’s most recommended package, with more robust customization and automation tools.
Pipedrive has priced this subscription plan at $59 per user per month (or $49 for the annual subscription option).
The Professional plan gets you access to services in the previous plans, plus the following unique offerings:
- 2 email synch per user
- Multiple email accounts synch
- 300 custom fields
- 60 automations
- 100,000 open deals
- 150 reports per user
- Unlimited visual dashboard
- Lead routing
- Custom user permissions and visibilities for team management
- Automatic assignment for team management
- Document management and electronic signing
- Marketing automation
- AI-powered sales assistant
- Revenue forecasting
This plan is built for established real estate teams looking for a powerful solution to streamline sales and customer relations.
Power
The Pipedrive Power package is a much more expansive version of the Professional plan.
It is designed for cross-departmental real estate teams and brokerages that want a single platform for managing their deals and projects.
The Power plan costs $69 per user per month for the monthly subscription and $59 for the annual subscription.
Some of the plan’s main features include:
- 3 email syncs per user
- 500 custom fields
- 90 automations
- 200,000 open deals
- 250 reports per user
- Project planning, tracking, and delivery tools
- Phone support
- All features in previous plans
Enterprise
This is Pipedrive’s custom subscription package for large organizations looking for a central hub to manage their deal management, project management, customer relationships, and sales operations.
By joining Enterprise, you get full access to Pipedrive without any limitations; this includes:
- Complete access to all the features
- Unlimited custom fields and reports
- 180 automations
- 5 email syncs per user
- Advanced security preferences such as instant security alerts
Enterprise costs $99 per user per month for the monthly subscription and $79 for the annual payment option.
Add-Ons
In addition to your subscription payment, you may need to pay additional fees for separate services. The following are Pipedrive’s add-on features:
- Project management tool: Starts at $6.70
- Smart docs and e-signing: Starts at $32.50 a month
- Campaign add-on for email marketing services: Starts at $13.33
- Web Visitors add-on to see who’s browsing your website: Starts at $41
- LeadBooster add-on for realtor lead generation: Starts at $32.50 a month
Note that the add-ons also have a 14-day trial period.
Pipedrive Coupon & Promo Codes
Pipedrive Features
Lead and Deal Management
Pipedrive is a CRM designed to streamline sales operations for teams and organizations of all sizes.
As a result, the platform is equipped with a vast range of tools for following up with real estate leads and managing them. Some of the main functionalities available are:
- Lead importing from spreadsheets or other CRMs such as Zoho, Salesforce, and HubSpot, along with data merging capabilities for duplicate entries
- Unlimited and customizable pipelines and the ability to view the pipeline progress, communications, and activity history for each lead
- Calendar view for activity scheduling and management, as well as email, in-app, and mobile app notifications
- A lead inbox where you can view all your leads
- Custom user permissions and automated lead assignment for team management
- Notifications when a lead stays idle longer than the defined period
- Automation based on predefined conditions and rules
- AI-powered sales assistant for recommendations on the best actions to take for leads in different stages of the pipeline
- Over 400 integrations
- Native mobile app and real-time sync across all devices
Lead Generation
Pipedrive for real estate professionals does not include lead generation services.
That said, this real estate broker software company offers a proprietary add-on realtor lead generator service called LeadBooster, which has the following features:
- Prospector: A dynamic database with over 400 million professional profiles and 10 million companies gathered from credible public and private sources. Use the available filters to find suitable leads and utilize the AI engine to verify contacts.
- Web forms: Share and embed Pipedrive’s web forms on your website and social media to capture prospects’ contact information.
- Pipedrive chatbot and live chat: The realtor chatbot instantly engages your website visitors. Customize questions and responses on different web pages to qualify them or route them to live chat support for actions such as scheduling meetings.
Pipedrive also features a built-in lead scoring tool that helps you categorize and qualify leads based on certain attributes. As a result, you can find out the leads to prioritize and follow up on.
Email Management and Automation
Pipedrive’s email management tools help real estate agents and teams follow up and keep in touch with leads effectively.
The following are the main features of the email management module:
- Email syncing connects your email and manages your inbox on Pipedrive
- Customizable email templates and signatures
- Smart Bcc automatically forwards important emails to Pipedrive
- Email scheduling
- Email open and click tracking
An email marketing add-on is also available. It lets you build email campaigns and track their performance through reports and predefined analytics.
You will be able to find the open rates, click rates, click-through rates, and total/unique clicks for all your campaigns across a selected time period.
Project Management
Pipedrive’s Project Management module is available as a paid add-on but is free for Power and Enterprise customers. The module provides the following services:
- Task management tools such as to-do lists and tasks/subtasks. Labels, filters, and custom fields are also available for project tracking.
- Intuitive, customizable Kanban view for real-time monitoring of project progress
- Team management tools, including user permissions and access, user mentions, and file sharing. You can also add notes to projects and assign tasks to specific team members.
- Automated tasks based on predefined rules and task scheduling
- Customizable project templates
Insights and Reporting
Pipedrive has many reporting services and predefined report templates that you can use to track your business’s performance. These include:
- Visual dashboards provide an overview of your sales data, including information about your team’s deals and activities. The dashboards come with a shareable link for collaboration with stakeholders.
- Deal and Activity reports
- Revenue reports and forecasting
- Custom field reports to generate reports for selected fields
- Report collaboration allows you to customize reports as a team
- Team filters help gain insights into the performance of a team or individual member
Mobile App
Pipedrive has native mobile apps for iOS and Android devices, which can be downloaded for free on the platform’s app stores.
The Pipedrive real estate broker CRM has been optimized for the mobile app to provide functionalities and services similar to those of the main desktop version.
Pipedrive Pros and Cons
Pros
- Pipedrive offers personalized onboarding for all paying customers.
- Excellent customer support.
- The platform employs high-level data security and customization options.
- Unlimited pipelines are available for every paid plan.
- Many customers have reported that Pipedrive is easy to use.
- It is an easily scalable solution, ideal for businesses of any size.
Cons
- Steep learning curve.
- It is relatively expensive.
- The company’s entry-level plan lacks essential services, including workflow automation and email tracking.
Pipedrive Integrations
- Zapier
- Surfe
- Jotform
- QuickBooks
- HubSpot
- MPZMail
- Textline (supports integrated Pipedrive texting and text management)
- Twilio SMS & Whatsapp for Pipedrive
- Fromni SMS gateway
- Pipechat (enables Pipedrive texting on Whatsapp and Telegram)
- Mailchimp
- Microsoft Teams
- JustCall
- Google Meet
- Zoom
- Calendly
- Outfunnel
- DocuSign
- Asana
- Monday.com
Pipedrive Alternatives
- BoomTown
- Zillow Premier Agent
- Constant Contact
- Market Leader
- kvCORE
- Real Geeks
- Placester
- Top Producer
- Follow Up Boss
- RealtyJuggler
- IXACT Contact
- Wise Agent
- BoldLeads
- LionDesk
- Propertybase
- iHomefinder
- Lofty
- Brivity
- RealSavvy
Pipedrive Achievements
Awards & Recognition
Best Real Estate CRM (Awarded by Real Estate Bees)
Press & Media
Best CRM and Best Sales Force Automation Software (ITReview, 2023)
Best SaaS (The Cloud Awards, 2023)
Easiest CRM to Use (The Ascent, 2023)
Best Customer Service (Software Advice, 2023)
Best Sales Management Software (Crozdesk, 2023)
Pipedrive FAQs
Is Pipedrive good for a small business?
Yes. Pipedrive has all the necessary features required to streamline the operations of a small business and scale, such as its ease of use, wide range of customizability, fair and transparent pricing, and excellent customer support.
Additionally, most Pipedrive users have reported that their business operations improved significantly after adopting the platform.
Who are the main Pipedrive competitors?
Many platforms operate similarly to the Pipedrive CRM system, including HubSpot, Follow Up Boss, Salesforce, Zoho, Lofty, and Nimble CRM.
Does Pipedrive have a free trial?
Yes. Pipedrive offers new customers a free 14-day trial period with no credit card required. Simply enroll in one of the subscription plans and begin your trial.
How many clients does Pipedrive serve?
More than 100,000 businesses in 179 countries use Pipedrive to manage their sales and customer relationships.
The platform has also received tens of thousands of user reviews online, indicating its huge client base.
Who founded Pipedrive?
Ragnar Sass, Timo Rein, Urmas Purde, Martin Henk, and Martin Tajur started Pipedrive in 2010 in Tallinn, Estonia.
Ragnar Sass met Timo Rein and Urmas Purde while promoting United Cats and Dogs, a social media platform for sharing pet content.
When it became clear that the platform had failed, Timo Rein and Urmas Purde, who were salespeople by profession, contacted Ragnar about a CRM idea.
The three co-founders then reached out to Martin Henk and Martin Tajur for their technical expertise and backgrounds.
In June 2010, the co-founders released the first Pipedrive prototype under the name ‘Growty.’
What is Pipedrive’s customer service number?
We couldn’t find a customer support number associated with Pipedrive. However, the company does offer phone support for paying users.
Pipedrive customers and prospective users should contact the company via email at [email protected] instead.
What is the Pipedrive cancellation and refund policy?
If you don’t wish to continue using the service anymore, you can cancel your subscription in your account billing settings.
By canceling the subscription, you lose access to your data, and your account is scheduled for permanent deletion within six months.
If you want to delete your account immediately, contact Pipedrive support.
This realtor marketing software company does not provide refunds for terminated accounts or downgraded subscriptions.
What awards and recognitions has Pipedrive received?
Since its launch, Pipedrive has received numerous awards.
In 2023, the platform won the Best CRM and Best Sales Force Automation Software awards by ITReview, the Best SaaS award by The Cloud Awards, and the Easiest CRM to Use award by The Ascent.
Pipedrive has also been recognized by customers online, having received Software Advice’s award for Best Customer Service and Crozdesk’s Best Sales Management Software award in 2023.
Pipedrive Tutorials & Training
Is Pipedrive Worth It?
Yes. Pipedrive is worth consideration and shortlisting due to its wide range of capabilities, customizations, and scalability.
The platform is equipped with all the necessary CRM services, including lead nurturing, workflow automation, and reporting.
The comprehensive features have been well laid out in an intuitive user design that makes Pipedrive easy to use.
The real estate marketing software also offers free dedicated onboarding for all paying clients.
That said, there have been some recurrent complaints from users.
Some of the main Pipedrive issues are its steep learning curve, arduous installation, high pricing, and lack of essential CRM functions for entry-level subscription plans.
Furthermore, agents and teams in need of lead generation services should also consider other platforms, as Pipedrive lacks proper lead gen tools.
Pipedrive Contacts
- Website: Official website
- Phone: N/A
- Email: [email protected]
- Address: 530 Fifth Avenue, 8th floor, Suite 802, New York, NY 10036, United States
- Socials: Facebook, Instagram, X (Twitter), YouTube, LinkedIn
Kristina Morales is both a licensed mortgage loan originator and real estate agent in the State of Ohio. Inspired by her years of working with buyers and sellers and seeing a need for more consumer education, Kristina created loanfully.com, an online educational resource for borrowers and industry professionals. In addition to real estate sales and mortgage lending, Kristina had an extensive corporate career in banking, treasury, and corporate finance. She ended her corporate career as an Assistant Treasurer at a publicly traded oil & gas company in Houston, TX. Kristina obtained her MBA from the Weatherhead School of Management at Case Western Reserve University and her B.A in Business Management from Ursuline College.
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