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Pipedrive

Sales CRM with visual pipelines, automation and reporting, built for small businesses and sales teams.

About Pipedrive

Pipedrive is a sales CRM and pipeline management tool that helps small businesses manage leads, track sales activity and close deals. It was founded in 2010 and says it is used by more than 100,000 companies in 179 countries.

Deals are shown on a kanban-style board that you can adapt to your own sales process. You can import data from spreadsheets or other CRM tools, add custom fields, link products or services to deals and keep contact history in one place.

The platform includes two-way email sync (up to five accounts), calendar sync, task reminders and call scheduling with meeting links for Google Meet, Zoom or Microsoft Teams. Workflow automation handles follow-ups, and reporting covers forecasting, goal-setting and team monitoring.

Pipedrive also has built-in AI features. Nova, a newer feature, briefs you before calls, records and transcribes them, and drafts CRM updates for you to approve. The page says Nova is included in all plans. The company lists more than 500 integrations and a marketplace of apps, and states that the product is GDPR compliant.

  • Customisable visual sales pipelines
  • Email, calendar and call scheduling in one place
  • Workflow automation and AI prompts
  • Sales reports and forecasting

What it does

Visual sales pipelinesKanban-style board that can be adjusted to your own sales process, with follow-up notifications.
Lead and deal managementKeep customer data and contact history together, import from spreadsheets or other tools, and add custom fields.
Email and calendar syncTwo-way email sync for up to five accounts, customisable templates, calendar sync and task reminders.
Call schedulingShare availability so leads can book calls, with meeting links for Google Meet, Zoom or Microsoft Teams.
Workflow automationAutomate follow-ups and other steps of the sales process.
Reports and forecastingReal-time sales reports, forecasting, goal-setting and team performance monitoring.
Built-in AI and NovaAI suggestions plus Nova, which prepares call briefs, transcribes calls and drafts CRM updates for approval.
Integrations and marketplaceOver 500 integrations and a marketplace of apps to connect with your existing tools.

Requirements & licence

Runs on Web browser
InternetNeeds internet
System requirementsModern web browser and an internet connection.
LicenceSubscription — Commercial SaaS subscription
Source codeNot included — you buy the right to use the software, not ownership of the code
DistributionOnline service
Last updated22 Oct 2026
SupportCommunity or self-service
DocumentationRead the user guide

Downloads

Download from the official site
From www.pipedrive.com
Go to source

Learn Pipedrive

Hand-picked video tutorials from YouTube to help you get started and get more out of it.

Tutorial Beginner

Pipedrive CRM Tutorial: How To Use Pipedrive For Beginners

Patrick Walsh · 44.1k views
Tutorial Beginner

Ultimate Guide Getting started with Pipedrive (Video #1)

MinorCo · 79k views
Tutorial

Pipedrive - Full Tutorial

MinorCo · 30.3k views
Full course Advanced

The Ultimate Pipedrive CRM Masterclass | Full Course

Davame - Pipedrive · 53k views

Videos are made by independent creators and play from YouTube. More on YouTube

Get trained on Pipedrive

Want yourself or your team trained to use Pipedrive properly? Tell us and we will arrange a trainer — online or in person.

Do you teach Pipedrive? Become a trainer.

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