- Works with
- QuickBooks, Xero, NetSuite, Microsoft Dynamics 365
- Deployment
- Cloud
- Company size
- SMB, Mid-market
- Pricing
- Subscription
- Founded
- 2010
- Headquarters
- New York, USA (founded in Tallinn, Estonia)
Overview
Pipedrive is a sales-first CRM built around a visual, Kanban-style pipeline that makes deal progress immediately clear. Founded in Estonia by salespeople frustrated with management-reporting-oriented CRMs, it focuses on helping reps move deals forward with minimal administrative overhead, which has made it popular with small and mid-sized sales teams.
The product covers deal and contact management, activity scheduling, email integration, automation, and reporting, with optional add-ons for lead generation, web visitor tracking, documents, and marketing. An AI sales assistant surfaces recommendations and performance insights based on pipeline activity.
Pipedrive connects to accounting and ERP systems through its Marketplace of apps, native integrations, and an open API. Common integrations sync contacts, deals, quotes, and invoices with tools like QuickBooks, Xero, and ERP platforms via third-party connectors and iPaaS.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
Pipeline management
Visual deal tracking
- Kanban-style visual pipelines
- Custom pipeline stages
- Deal rotting and aging indicators
- Drag-and-drop deal movement
- Multiple pipelines
- Deal and contact records
Activity and engagement
Selling productivity
- Activity scheduling and reminders
- Email sync and tracking
- Email templates and group emailing
- Call logging
- Smart contact data
Automation
Workflow and admin reduction
- Workflow automation
- Automated deal and activity triggers
- Lead routing
- Smart Docs for quotes and contracts
AI sales assistant
Recommendations and insights
- Deal and activity recommendations
- Performance insights
- Email and content suggestions
Reporting and forecasting
Pipeline visibility
- Customizable reports and dashboards
- Revenue forecasting
- Goal tracking
- Team performance reporting
Add-ons and integrations
Marketplace and extensibility
- Marketplace of 400+ apps
- Open REST API and webhooks
- LeadBooster lead generation add-on
- Web visitor tracking add-on
- Native QuickBooks and Xero connectors
Common use cases
- Managing a sales pipeline visually with minimal admin
- Giving SMB reps a simple, deal-focused CRM
- Automating repetitive sales activities and follow-ups
- Generating quotes and documents inside the CRM
- Syncing deals and invoices with accounting or ERP
- Forecasting revenue from pipeline activity
- Capturing leads with chat, forms, and prospecting add-ons
- Tracking team performance against goals
Strengths & considerations
Strengths
- Pioneered the Kanban-style visual sales pipeline
- Built by salespeople for ease of use and adoption
- Strong value and simplicity for SMB sales teams
- Modular add-ons let teams pay only for what they need
Considerations
- Focused on sales; lighter marketing and service capabilities
- Add-on costs can accumulate beyond base subscription
- Less suited to complex enterprise customization
ERP integrations
Via Marketplace apps
Via Marketplace apps
Pricing
Tiered Essential, Advanced, Professional, Power, and Enterprise plans; add-ons for lead generation and tracking increase cost Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
- Data residency
- US, EU
- Compliance
- SOC 2, ISO 27001, GDPR
- Mobile app
- Yes
- Languages
- English, Spanish, French, German, Portuguese, and more
About the vendor
- Founded
- 2010
- Headquarters
- New York, USA (founded in Tallinn, Estonia)
- Employees
- ~850
- Ownership
- Private (Vista Equity Partners majority)
Alternatives to Pipedrive in CRM Integration
Pipedrive — frequently asked questions
What makes Pipedrive distinctive?
Pipedrive popularized the Kanban-style visual sales pipeline and is built around helping reps advance deals with minimal data entry.
Does Pipedrive integrate with accounting and ERP?
Yes, through its Marketplace, native connectors for tools like QuickBooks and Xero, and an open API used with third-party iPaaS for ERP sync.
Who owns Pipedrive?
Pipedrive is privately held, with Vista Equity Partners taking a majority stake in 2020.
Is Pipedrive good for enterprises?
It is primarily aimed at SMB and mid-market sales teams; very large enterprises with complex needs may require heavier platforms.
Evaluating CRM Integration?
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