4.2
Gartner
4.3
G2
8.2
TrustRadius
4.5
Capterra
Modern sales teams are adopting Agile processes to keep pipelines healthy and reps accountable.
Implement these lightweight Agile rituals and Pipedrive becomes the heartbeat of continuous sales improvement.
For example, a simple Scrum framework pairs perfectly with Pipedrive’s activity‑based design:
Weekly sprint planning: Pull the board into a team huddle, set clear targets (new deals, activities, revenue) and assign owners via labels.
Daily stand‑ups: Reps share yesterday’s activities and blockers using the Activity list; managers log follow‑up tasks right from the deal card.
Sprint demo / pipeline review: Drag the board onto a screen share, walk through closed‑won deals, celebrate wins, and move lessons to Workflow Automation checklists.
Retrospective: Run Pipedrive’s Insights to compare planned vs. actual activities, velocity, and win rates - then refine stages or automations for the next sprint.
Why it works:
Transparency first: Everyone sees the same live pipeline, reducing finger‑pointing and surprises.
Iterative improvements: Each sprint you tweak stages, fields, or automations.
Data‑driven coaching: Activity metrics and AI Insights replace gut‑feel management.
Your CRM feels like an admin obstacle course.
Pipedrive auto-logs every call, meeting, and email, so reps can sprint through deals instead of tripping over data entry.
“Black-box” forecasts reduce trust within your team.
AI Insights flag at-risk deals and predict revenue based on real activity data.
Your reps resist properly using your current CRM.
Pipedrive’s sales-first design makes usage enjoyable, keeping data fresh and deals on track.
Paying for features you rarely use.
Simple, tiered pricing and 400 + integrations you can turn on or off at any time.
Forecasting is often guesswork.
Piepdrive's AI Insights predict close probability and revenue, turning gut feel into better, data‑driven forecasts.
Low pipeline visibility and missed deals.
Drag-and-drop Kanban board shows stage, value, and next step at a glance, so you can keep every opportunity moving.
Complex automation and admin bottlenecks.
No-code Workflow Automation lets managers set up follow-ups, task triggers, and Slack alerts in minutes.
Pipedrive is an excellent choice for sales teams seeking a visual, activity-driven pipeline and quick automations to keep deals moving in one place.
Visual pipeline & deal management
Customisable, drag‑and‑drop stages.
Colour‑coded deal health indicators.
Bulk updates.
AI Sales Assistant
Prioritized next‑best actions.
Deal‑risk alerts.
Win‑loss insights.
Activity & task scheduler
Calls, emails, meetings all in one place.
Automatic reminders.
2‑way sync with Gmail/Outlook.
Insights & reporting
Custom dashboards.
Revenue forecasting and goal tracking.
Team performance reports.
Email, calendar & comms sync
Open‑and‑click tracking.
Built‑in caller.
WhatsApp integration.
App Marketplace & Open API:
400+ native apps.
Zapier, Make, and open REST API for custom workflows.
Web Forms & Chatbot.
Workflow automation
No‑code builder for follow‑ups.
Deal rotations and task creation.
Slack alerts.
When Pipedrive may not be ideal
Where Pipedrive is better than HubSpot / Salesforce:
Ease of use & setup: G2 rates Pipedrive's Ease‑of‑Use 8.9 vs Salesforce 8.1 / HubSpot 8.7 - reps onboard in hours.
Visual pipeline clarity: drag‑and‑drop Kanban boards with automatic next‑step reminders; less cluttered than multi‑object Salesforce or HubSpot’s multi‑hub view.
Affordable seat pricing: plans from $14 per user; no mandatory implementation. Lower TCO for 3–20‑user teams.
Quick‑start automations: no‑code Workflow Automation builder lets non‑tech users create triggers in minutes without admin overhead.
Large selection of essential integrations: 400+ targeted sales apps (Slack, Dealbot, Zoom, Mailchimp).
Where HubSpot / Salesforce are better than Pipedrive:
Full‑stack marketing & service hubs: HubSpot offers advanced marketing automation, CMS, and service desk in one portal.
Built‑in multi‑hub modules: Salesforce Starter & Pro offer sales plus case management and basic marketing tools in one package.
Free entry tier: HubSpot’s free CRM offers unlimited users; Pipedrive only has a 14‑day trial.
Upgrade path inside Salesforce: Starter → Pro → Advanced tiers let you unlock deeper automation, AI, and custom objects as you grow—without migrating platforms.
Choose Pipedrive if you:
Are a B2B sales team of 3–20 reps and want a tool reps actually enjoy using.
Need visual pipeline tracking, email sync, and basic automations out of the box.
Prefer predictable seat pricing without heavy implementation.
Pipedrive is best for small-to-mid-size B2B sales teams (3–20 reps) that want a visual pipeline, fast setup, and affordable automations without the overhead of multi-hub suites.
Choose HubSpot or Salesforce Starter / Pro if you:
Want an all‑in‑one growth suite (marketing + sales + service) on a single contacts database.
Need powerful marketing automation and website/CMS tools alongside CRM.
Want a familiar Salesforce interface with out‑of‑the‑box pipelines, cases, and basic marketing email in one place.
Prefer easy upgrade paths and integrations with advanced Salesforce features (AI forecasting, custom objects) as you scale.
Groundwork for a solid rollout:
Fix your process first.
Agree on precise stage definitions and exit criteria.
Centralise contacts and import all leads into Pipedrive.
Sync every tool on day one: email, calendar, quoting, remove duplicates and gaps.
Quick-start playbook:
Define a clear, 6-8 stage pipeline that mirrors your buyer journey.
Create a field & data‑hygiene policy (e.g. mandatory deal value, close date, owner) so every record stays report‑ready.
Set up activity KPIs (calls, emails, demos) and hold weekly stand‑ups or retros to inspect them - mirroring Agile sprints.
Map integrations before go‑live (email, calendar, invoicing, marketing) and test data flow end‑to‑end.