Pipedrive

Pipedrive is a CRM (customer relationship manager, the app that keeps track of your leads, customers and deals) built around one screen: your sales pipeline. Each deal is a card that you drag from stage to stage, like "Contacted", "Quote sent" and "Won". It reminds you who to follow up and when, syncs with your email and calendar, and shows you which deals are stuck.

The AI Sales Assistant looks over your deals and suggests the next step, flags deals that have gone quiet, writes sales emails and summarises long email threads. Higher plans add web forms and a chatbot to catch leads, lead scoring, contracts with e-signatures and data enrichment, which fills in missing company and contact details for you. Pipedrive also has an official connector in Claude's directory, so Claude can look up, create and update your deals, contacts and leads.

The catch: there's no free plan, the cheapest plan is very basic, and email sync and automations start on Growth. Lead capture, campaigns and web visitor tracking are add-ons on lower plans, so the real cost climbs as you add them. Pick Pipedrive over HubSpot if you want a CRM that's mostly about deals and is easy for a small team to keep up to date.

• Small businesses
• Agencies
• Sales teams
• Consultants
• Real estate

Small businesses, agencies and sales teams of one to twenty people who want a clear view of every deal without a complicated CRM.

• Visual pipeline

  Every deal is a card you drag through your own stages, with the value and next activity shown on it.

• AI Sales Assistant

  Suggests what to do next, predicts which deals are likely to win and flags ones that have gone quiet.

• Email sync and tracking

  Your inbox syncs both ways, with templates, open tracking and AI help writing and summarising emails (Growth and up).

• Automations

  Create follow-up tasks, move deals and send emails automatically when something changes.

• Lead capture

  Web forms, a chatbot and lead routing bring new leads straight into the pipeline (Premium and up, or an add-on).

• Reports and forecasts

  See revenue forecasts, win rates and team activity, and build reports by asking in your own words.

• Lite

  $14/seat/mo billed yearly, or $24 monthly

  One person who just needs a pipeline and reminders.

  • Lead, deal and pipeline management
  • Calendar and activity reminders
  • Reports built with AI
  • 500+ app integrations
• Our pick

  Growth

  $39/seat/mo billed yearly, or $49 monthly

  Small teams who live in their inbox.

  • Full two-way email sync with tracking
  • Automations and follow-up sequences
  • Meeting scheduler
  • Forecast reports and live chat support

• Premium

  $59/seat/mo billed yearly, or $79 monthly

  Teams that want to capture and score leads too.

  • Lead generation and routing
  • Lead scoring and company data enrichment
  • Contracts and e-signatures (Smart Docs)
  • More custom fields and reports

• Ultimate

  $79/seat/mo billed yearly, or $99 monthly

  Bigger teams that need the highest limits and tighter security.

  • Phone and email data enrichment
  • Security rules and alerts
  • A sandbox account for testing
  • Highest usage limits

Prices in USD unless noted, checked 3 November 2026. Vendors change plans often, so confirm on their site before you buy.

Ways Pipedrive can slot into your week.

1. 1

   See where every deal is

   Set up stages like "Enquiry", "Quote sent" and "Won" and drag deals along as they move, so the whole team knows what's happening.

2. 2

   Never miss a follow-up

   Have Pipedrive create a follow-up task three days after you send a quote, and remind you each morning.

3. 3

   Ask Claude about your pipeline

   With the connector on, ask Claude "which deals over $5,000 haven't moved in two weeks?" and have it draft the chasers.

4. 4

   Catch website leads

   Put a Pipedrive form or chatbot on your site so new enquiries land in the pipeline with the right owner.

Pipedrive is the deal tracker in the middle of a small sales setup. It connects to Gmail or Outlook, your calendar, Zoom and accounting apps like Xero and QuickBooks, and anything else through Zapier or Make. Use Apollo or Lusha to find leads and send them into Pipedrive.

The closest alternatives to Pipedrive in the library, best rated first.

• 

  Intercom

  4.2

  Best for answering common customer questions automatically

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• 

  Attio

  4.1

  Best for A CRM that fills itself in from email and calendar

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• 

  Close

  4.1

  Best for calling and texting leads straight from the CRM

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  Hyperbound

  4.1

  Best for practising cold calls before going live

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