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MarTech Audit

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MarTech Audit — Free marketing technology stack comparison tool. Built in Phoenix, AZ. Data verified March 2026.

Sponsored by Helios AI Services — Custom AI tools for small businesses.

Tools/CRM/Pipedrive

Pipedrive

Sales-focused small teams that want a clean, pipeline-centric CRM without clutter

Paidusers CRM
Visit Website

Reviews

4.4 / 55,710 reviews

G2 Satisfaction Scores

Ease of Use
8.9
Ease of Setup
8.7
Quality of Support
8.4
Meets Requirements
8.4
Ease of Admin
8.8

Rating Distribution

5 star
48%
4 star
33%
3 star
13%
2 star
4%
1 star
2%

+ Best-in-class visual sales pipeline that is drag-and-drop simple

+ Fast setup with very little training needed for sales teams

- No free plan; 14-day trial only

“Pipedrive does one thing extremely well: it keeps our deals moving. The visual pipeline is the best I have used in any CRM.”

Pros

  • + Best-in-class visual sales pipeline that is drag-and-drop simple
  • + Fast setup with very little training needed for sales teams
  • + Strong email tracking and activity-based selling workflow

Cons

  • - No free plan; 14-day trial only
  • - Marketing and customer-service features are thin compared to all-in-one platforms
  • - Reporting is basic unless you pay for Professional tier or above

Pricing

PlanMonthlyAnnualLimits
Essential/seat$24$143,000 open deals; 30 custom fields
Advanced/seat$49$3910,000 open deals; 100 custom fields
Professional/seat$64$49100,000 open deals; 300 custom fields
Power/seat$79$64200,000 open deals; 500 custom fields
Enterprise/seat$129$99Unlimited deals and custom fields
14-day free trial

Essential $14/mo/seat, Advanced $39/mo/seat, Professional $49/mo/seat, Power $64/mo/seat, Enterprise $99/mo/seat (billed annually)

Features & Capabilities

Best-in-class visual drag-and-drop sales pipelineActivity-based selling methodology built into the UXExtremely fast setup with minimal configuration needed
FeatureAvailable OnLimits
Visual Sales Pipelineessential3,000 open deals on Essential; unlimited on Enterprise
Contact & Organization Managementessential3,000 on Essential; unlimited on Professional+
Email Tracking & TemplatesadvancedUnlimited
Workflow Automationadvanced30 automations on Advanced; unlimited on Professional+
Email SequencesadvancedUnlimited
Custom Fieldsessential30 on Essential; 100 on Advanced; 300 on Professional
Revenue ForecastingprofessionalUnlimited
Multiple Pipelinesessential1 on Essential; unlimited on Advanced+
Built-in CallingessentialUnlimited
Smart Docs (Proposals & Quotes)professionalUnlimited
Projects (Project Management Add-on)essentialPaid add-on for all plans

Limitations

  • ! No free plan available
  • ! No built-in marketing automation or landing page tools
  • ! Reporting limited to pre-built dashboards on Essential and Advanced plans

Market Intelligence

Who Uses This

Small Business
85%
Mid-Market
12%
Enterprise
3%

Source: G2 reviewer demographics

Top Industries

Computer SoftwareFinancial ServicesInternetMarketing and AdvertisingInformation Technology and Services

Is This Right for You?

Team Size
1–50 people
Sweet spot: 3-20
Complexity
simple
Best Industries
saasagenciesprofessional services
b2b saleslead generationaccount management

Pairs Well With

mailchimp— Syncs contacts and deal stages to trigger targeted email campaigns
leadpages— Landing page leads flow directly into Pipedrive pipelines
google-analytics— Track which marketing channels produce the best pipeline deals

Not ideal for: Teams needing built-in marketing automation or customer support features alongside CRM

Setup & Onboarding

Setup time: hours
Learning curve: minimal
Resources: goodMobile app

Company Health

Founded: 2010
HQ: New York, New York
Size: 800+ employees
Funding: acquired
stableHiring: growingSentiment: positive
  • Launched revamped solution provider partner program in June 2025
  • Employee count grew 4% in 2025
  • Serves 95,000+ companies worldwide
  • No layoffs since 2022 restructuring

Product Direction

AI: moderateRisk: mediumAPI availableEcosystem: moderateSMB friendly

AI Features

  • AI Assistant powered by OpenAI for next-step suggestions and deal risk flagging
  • AI-powered email summarization and text generation
  • Pulse AI toolkit for centralized insights
  • AI-driven sales automation and lead creation

Recent Launches

  • Pulse AI sales toolkit
  • Revamped solution provider partner program
  • Enhanced AI-driven sales automation tools

Trust & Security

Compliance

ccpagdprsoc2hipaaiso27001

Security Features

ssoprofessional
audit logenterprise
two factorAll plans
ip allowlistNo
role based accessprofessional
encryption at restAll plans

Data Portability

Export formatsCSV, XLS
Bulk API exportYes
Lock-in risklow
Status page: https://status.pipedrive.com(SLA: 99.95% on enterprise)

Support

Channels

emailessential
phonepower
live chatessential
knowledge baseYes
community forumYes
Hours24/7
Response time< 24 hours
Dedicated CSMenterprise
Docs qualitygood
CommunityAcademy

Market Position

challengerStrong sales-focused CRM with intuitive pipeline UI, popular with small sales teams

Top Alternatives

hubspot-crm— Free tier and broader marketing/service features beyond pure sales
freshsales— Built-in phone and AI scoring at competitive pricing

Switching Awayeasy

Clean CSV exports for all core data; automations and email sequences do not transfer

Transfers
contactsdealsorganizationsnotesactivities
Doesn't Transfer
automationsemail sequencescustom fields mappingintegrations config

Time to Value

1-3 daysSales teams typically have pipelines set up and deals flowing within the first day or two

Integrations

gmailoutlookslackmailchimpactivecampaigngoogle-adsgoogle-analyticsshopifywordpresstypeformjotformintercomlivechattidiounbouncebrevogoogle-meetzoomxeroquickbooksmicrosoft-teamsasana

+ Zapier compatible (connects to 5,000+ apps)

Alternatives in CRM

Close

Paid
4.72,165 reviews

Inside sales teams doing high-volume outbound calls and emails who want calling, SMS, and email built directly into their CRM

Copper

Paid
4.51,750 reviews

Google Workspace-centric agencies and consultancies that want automatic contact and email logging

Freshsales

Freemium
4.51,841 reviews

Startups wanting AI-powered lead scoring and built-in communication tools at a low price

HubSpot CRM

Freemium
4.517,700 reviews

Small businesses wanting an all-in-one CRM they can start for free and scale into

Insightly

Freemium
4.11,589 reviews

Professional services firms and agencies that need CRM with built-in project management to track work after the deal closes

Monday CRM

Paid
4.71,474 reviews

Teams already using Monday.com for project management who want CRM in the same workspace

Salesforce Starter

Paid
4.540,500 reviews

Ambitious startups that plan to scale significantly and want to start on the platform they will grow into

Streak

Freemium
4.6980 reviews

Solo founders, freelancers, and tiny teams who live in Gmail and want CRM without leaving their inbox

Zoho CRM

Freemium
4.29,684 reviews

Budget-conscious small businesses that need enterprise-grade customization without enterprise pricing