Pipedrive Features
What are the features of Pipedrive?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Customer Support
- Call Center Features
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
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Pipedrive Categories on G2
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Platform
Customization | Based on 960 Pipedrive reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 82% (Based on 960 reviews) | |
Workflow Capability | Based on 947 Pipedrive reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 82% (Based on 947 reviews) | |
User, Role, and Access Management | Based on 984 Pipedrive reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 84% (Based on 984 reviews) | |
Internationalization | Based on 808 Pipedrive reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 82% (Based on 808 reviews) | |
Sandbox / Test Environments | Based on 706 Pipedrive reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 73% (Based on 706 reviews) | |
Document & Content Mgmt. | As reported in 812 Pipedrive reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 79% (Based on 812 reviews) | |
Performance and Reliability | Based on 957 Pipedrive reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 87% (Based on 957 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 775 reviewers of Pipedrive have provided feedback on this feature. | 78% (Based on 775 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 138 Pipedrive reviews. | 85% (Based on 138 reviews) | |
Internationalization | Based on 130 Pipedrive reviews. | 81% (Based on 130 reviews) | |
Performance and Reliability | As reported in 138 Pipedrive reviews. | 85% (Based on 138 reviews) |
Sales Force Automation
Contact & Account Management | Based on 1608 Pipedrive reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 85% (Based on 1,608 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 1645 Pipedrive reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 88% (Based on 1,645 reviews) | |
Task / Activity Management | Based on 1656 Pipedrive reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 86% (Based on 1,656 reviews) | |
Territory & Quota Management | Based on 1233 Pipedrive reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 77% (Based on 1,233 reviews) | |
Desktop Integration | Based on 717 Pipedrive reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 83% (Based on 717 reviews) | |
Product & Price List Management | Based on 1241 Pipedrive reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 76% (Based on 1,241 reviews) | |
Quote & Order Management | Based on 1197 Pipedrive reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 77% (Based on 1,197 reviews) | |
Customer Contract Management | Based on 1301 Pipedrive reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 78% (Based on 1,301 reviews) |
Marketing Automation
Email Marketing | Based on 1133 Pipedrive reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 74% (Based on 1,133 reviews) | |
Campaign Management | Based on 1124 Pipedrive reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 75% (Based on 1,124 reviews) | |
Lead Management | Based on 1451 Pipedrive reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 85% (Based on 1,451 reviews) | |
Marketing ROI Analytics | Based on 1088 Pipedrive reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities | 75% (Based on 1,088 reviews) |
Customer Support
Case Management | See feature definition | As reported in 646 Pipedrive reviews. Tracks issues/help requests reported by customers through the resolution process. | 79% (Based on 646 reviews) |
Customer Support Portal | As reported in 627 Pipedrive reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 78% (Based on 627 reviews) | |
Knowledge Base | Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. 653 reviewers of Pipedrive have provided feedback on this feature. | 80% (Based on 653 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 1122 reviewers of Pipedrive have provided feedback on this feature. | 75% (Based on 1,122 reviews) | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. This feature was mentioned in 605 Pipedrive reviews. | 77% (Based on 605 reviews) |
Integration
Data Import & Export Tools | Based on 897 Pipedrive reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 81% (Based on 897 reviews) | |
Integration APIs | Based on 835 Pipedrive reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 80% (Based on 835 reviews) | |
Breadth of Partner Applications | Based on 774 Pipedrive reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 79% (Based on 774 reviews) | |
Data Import & Export Tools | As reported in 133 Pipedrive reviews. | 82% (Based on 133 reviews) | |
Integration APIs | As reported in 132 Pipedrive reviews. | 78% (Based on 132 reviews) | |
Breadth of Partner Applications | As reported in 132 Pipedrive reviews. | 80% (Based on 132 reviews) | |
CRM Integration | As reported in 132 Pipedrive reviews. Integrates with CRM software, which can help provide context to your mailing lists. | 83% (Based on 132 reviews) | |
Social Media Integration | Based on 126 Pipedrive reviews. Integrates with Social Media platforms, which can help expand your reach. | 74% (Based on 126 reviews) | |
E-Commerce Integration | As reported in 126 Pipedrive reviews. Integrates with e-commerce platforms, which can link directly to your online store. | 75% (Based on 126 reviews) |
Mobile & Social
Social Collaboration Features | Based on 1080 Pipedrive reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 76% (Based on 1,080 reviews) | |
Social Network Integration | Based on 1036 Pipedrive reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 74% (Based on 1,036 reviews) | |
Mobile User Support | Based on 1240 Pipedrive reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 80% (Based on 1,240 reviews) |
Reporting & Analytics
Reporting | Based on 1491 Pipedrive reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 79% (Based on 1,491 reviews) | |
Dashboards | Based on 1579 Pipedrive reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 83% (Based on 1,579 reviews) | |
Forecasting | Based on 1363 Pipedrive reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 78% (Based on 1,363 reviews) | |
A/B Testing | Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. 128 reviewers of Pipedrive have provided feedback on this feature. | 75% (Based on 128 reviews) | |
Basic Reporting | Based on 137 Pipedrive reviews. | 82% (Based on 137 reviews) |
Email Marketing
Email and Mobile Preview | Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. This feature was mentioned in 140 Pipedrive reviews. | 81% (Based on 140 reviews) | |
Manage Email Lists | List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. 141 reviewers of Pipedrive have provided feedback on this feature. | 81% (Based on 141 reviews) | |
High-Volume Sending | Based on 136 Pipedrive reviews. Ability to send thousands of unique, personalized emails per second. | 76% (Based on 136 reviews) | |
Building and Personalizing Emails | 139 reviewers of Pipedrive have provided feedback on this feature. | 82% (Based on 139 reviews) | |
Sending Outbound Emails | Based on 141 Pipedrive reviews. | 82% (Based on 141 reviews) | |
Manage Email Deliverability | 138 reviewers of Pipedrive have provided feedback on this feature. | 79% (Based on 138 reviews) | |
Automated Email Responses | Based on 135 Pipedrive reviews. | 77% (Based on 135 reviews) | |
Multi-user Account | Enables multiple users to login to the same account to maintain a single account for your entire marketing team. 137 reviewers of Pipedrive have provided feedback on this feature. | 83% (Based on 137 reviews) | |
Surveys | Ability to send secure and personalized survey invites to your contact list. This feature was mentioned in 131 Pipedrive reviews. | 76% (Based on 131 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. 251 reviewers of Pipedrive have provided feedback on this feature. | 78% (Based on 251 reviews) | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. This feature was mentioned in 252 Pipedrive reviews. | 80% (Based on 252 reviews) | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices. 252 reviewers of Pipedrive have provided feedback on this feature. | 79% (Based on 252 reviews) | |
Interactive Dashboards | Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 256 reviewers of Pipedrive have provided feedback on this feature. | 83% (Based on 256 reviews) | |
Data Segmentation | Based on 247 Pipedrive reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 78% (Based on 247 reviews) |
Predictive Analytics
Lead Scoring | As reported in 250 Pipedrive reviews. Provides scores or rankings of each prospect based on the data provided. | 77% (Based on 250 reviews) | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 252 Pipedrive reviews. | 77% (Based on 252 reviews) | |
Risk Analysis | Warns sales teams of accounts that may be at risk of being lost. 235 reviewers of Pipedrive have provided feedback on this feature. | 72% (Based on 235 reviews) | |
Live Forecasting | Based on 246 Pipedrive reviews. Provides live customer data so that sales organizations forecasts stay current. | 77% (Based on 246 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 262 Pipedrive reviews. | 86% (Based on 262 reviews) | |
Sales Gamification | As reported in 242 Pipedrive reviews. Enables competition between a sales team by providing things like challenges and scoreboards. | 75% (Based on 242 reviews) | |
Account-Based Analytics | Provides insightful data at the account level to arm salespeople with the most relevant information possible. This feature was mentioned in 250 Pipedrive reviews. | 82% (Based on 250 reviews) | |
Activity Tracking | Based on 262 Pipedrive reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | 87% (Based on 262 reviews) |
Analytics
Open Rates | Based on 141 Pipedrive reviews. Records the rate at which emails are opened. | 77% (Based on 141 reviews) | |
Link Activity | Records the rate at which links in emails are followed. 143 reviewers of Pipedrive have provided feedback on this feature. | 81% (Based on 143 reviews) | |
Attachment Activity | Based on 137 Pipedrive reviews. Records the rate at which email attachments are opened or downloaded. | 78% (Based on 137 reviews) |
Customizations
Email Platform Integration | Based on 146 Pipedrive reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry. | 80% (Based on 146 reviews) | |
Email Scheduling | Allows administrators to schedule out emails in advance. This feature was mentioned in 139 Pipedrive reviews. | 82% (Based on 139 reviews) | |
Notifications | As reported in 150 Pipedrive reviews. Reminds administrators to follow-up on emails based on pre-set reminders. | 83% (Based on 150 reviews) | |
Email Categorization | Allows for the categorization of emails. 145 reviewers of Pipedrive have provided feedback on this feature. | 79% (Based on 145 reviews) | |
Templates | Based on 143 Pipedrive reviews. Allows for the creation of templates for frequently-sent emails. | 83% (Based on 143 reviews) |
Incentives
Badges | Based on 226 Pipedrive reviews. Assigns achievement badges to high-performing employees based on pre-determined standards. | 68% (Based on 226 reviews) | |
Triggers | Automatically recognizes achievements that should be added to the leaderboard. This feature was mentioned in 232 Pipedrive reviews. | 74% (Based on 232 reviews) | |
Leaderboards | Highlights top-performing employees to publicly reward their achievements. This feature was mentioned in 228 Pipedrive reviews. | 70% (Based on 228 reviews) |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. 242 reviewers of Pipedrive have provided feedback on this feature. | 76% (Based on 242 reviews) | |
Custom Reports | Generates reports with customizable fields to further understand employee performance. This feature was mentioned in 236 Pipedrive reviews. | 76% (Based on 236 reviews) | |
Dashboards | As reported in 251 Pipedrive reviews. Visualizes individual and team insights such as new leads and outbound calls. | 81% (Based on 251 reviews) | |
Goal Setting | Based on 240 Pipedrive reviews. Allows teams to set trackable goals within the tool. | 78% (Based on 240 reviews) |
Administrative
Integration | Integrates with CRM and financial systems to help determine goals 235 reviewers of Pipedrive have provided feedback on this feature. | 76% (Based on 235 reviews) | |
Employee Structure | Based on 231 Pipedrive reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 76% (Based on 231 reviews) | |
Behavior Monitoring | Based on 222 Pipedrive reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | 73% (Based on 222 reviews) |
Customization
Custom Fields | As reported in 49 Pipedrive reviews. Allows users to add custom fields to forms that aren't already on the templates | 83% (Based on 49 reviews) | |
Conditional Logic | As reported in 45 Pipedrive reviews. Enables forms to hide or show certain fields based on respondents' answers | 76% (Based on 45 reviews) | |
Multi-page Forms | Allows users to create forms with more than one page This feature was mentioned in 44 Pipedrive reviews. | 71% (Based on 44 reviews) | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) This feature was mentioned in 49 Pipedrive reviews. | 75% (Based on 49 reviews) |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch 46 reviewers of Pipedrive have provided feedback on this feature. | 80% (Based on 46 reviews) | |
Offline Capability | Based on 44 Pipedrive reviews. Can used without an internet connection | 64% (Based on 44 reviews) | |
Notifications | Sends notifications when a completed form is recieved This feature was mentioned in 51 Pipedrive reviews. | 79% (Based on 51 reviews) | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms This feature was mentioned in 44 Pipedrive reviews. | 69% (Based on 44 reviews) | |
Mobile Forms | Allows users to build, distribute and access forms from a mobile device This feature was mentioned in 46 Pipedrive reviews. | 74% (Based on 46 reviews) |
