Pipedrive Pricing Plans, feature list & glossary

Pipedrive Pricing Plans, feature list & glossary

Posted on
August 10, 2022

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Pipedrive Feature & Functionality Glossary

Pipedrive offers four different plans, each come with a different set of features and functionality. Here we take a look at what exactly each of those features actually means.

Manage leads & deals

Lead and deal management

Manage opportunities like a pro with a complete overview of each lead and deal, including pipeline progress, ownership, communications and activity history

Open deal limit (per company)

Total deals in any pipeline that have not been deleted, won or lost

Customizable Pipelines

Visualise your sales process and move deals along stages with unlimited, customizable pipelines in kanban view.

Products catalogue

Create a customizable catalogue of your company’s goods or services, including costs, notes and more.

Custom fields

Tailor your sales data to your business with custom fields within your leads, deals, contacts and products.

Leads inbox

Tailor your sales data to your business with custom fields within your leads, deals, contacts and products.

Deal rotting

Get notified when a deal stays idle for longer than the defined rotting period.

Data import & export

Easily import your data from a spreadsheet or migrate from another CRM like Salesforce, HubSpot, Zoho and more

Merge duplicate data

Clean up your data by detecting and merging duplicate entries

Track Communications

People and organisation management

Build an unlimited database of contacts and access a clear view of their history, linked deals, activities and communications

Mentions and comments

Draw a colleague’s attention to an update on a lead, deal or contact by @mentioning them in notes or posting comments

File attachments

Attach files to leads, deals, contacts and products

Contacts map

See where your contacts are located with the Google Maps integration and filter them by city, state and country

Calendar view and activity mapping

See what’s coming up in your schedule, manage your sales activities and plan your time efficiently

Activity reminder notifications

Choose any combo of in-app, email and mobile app push notifications to be reminded of upcoming activities

Email inbox

Forward important emails to Pipedrive with bcc that automatically link to a corresponding deal and contact

Two-way email sync

Fully sync your Gmail, Outlook, or company email to send and receive emails directly from within Pipedrive. 

Merge fields

Fully sync your Gmail, Outlook, or company email to send and receive emails directly from within Pipedrive

Email open and click tracking

Get notified when a prospect opens your email or clicks on any link you’ve sent them

Group emailing

Create email distribution groups and send emails to groups of contacts all at once

Email scheduling

Create email distribution groups and send emails to groups of contacts all at once

Meeting scheduler

Share your availability and let your customer pick a time that works best for you both for quick and easy scheduling

Video call scheduling

Automatically set up video calls for scheduled meetings via Zoom, Microsoft Teams or Google Meet

Caller

Use a visual representation of your activities with contacts over time for follow up

Contacts timeline

Use a visual representation of your activities with contacts over time for follow up

Smart Docs

Send trackable quotes, proposals and contracts from within Pipedrive

Autofilled templates and offline docs

Set up sales document templates using any of your Pipedrive fields and your product catalogue to pull in data

Document open tracking

Send and share trackable documents, get notified via email or in-app whenever they’re opened by your customer, and follow up at the right time

eSignatures

Sign any of your documents electronically, no plugins needed

PDF format support

Allow users to share a PDF version of their document with a public sharing link

Google Slides and Sheets support

Create Google Slides and Sheets with Pipedrive data placeholders, share it with customers and request signatures to close those deals faster

Google Drive document integration

Integrate Pipedrive with your storage solution of choice

OneDrive document integration

Integrate Pipedrive with your storage solution of choice

Automate and grow

Sales Assistant

Receive suggestions based on your past performance and discover where you can improve and what to focus on next

API access

Develop custom features for free with our REST API and customise your Pipedrive experience to your heart’s content

Webhooks

Webhooks push information to your endpoint of choice. When an event is triggered (for example a new deal is added), Pipedrive sends this notification as an HTTP POST request with a JSON body to your chosen endpoint(s).

Workflow automation

Automate repetitive tasks like updating deals and sending emails to create a streamlined sales process for your team. Learn more about workflow automations.

Active workflows

Active workflows refers to the number of automated workflows that are set and activated. Each of them is triggered by a specific action

Workflow actions

Workflow actions refers to any feature that can be triggered through automated workflows. These include adding or updating leads and deals, adding activities, etc.

Delay step

Delay steps allows you to delay an action in your workflow or proceed to check a condition after a predefined amount of time has passed

Smart contact data

Auto-populate valuable insights about leads in one click from web and social sources like LinkedIn

Important fields

Improve the quality of your data by setting important fields for your team

Required fields

Improve the quality of your data by setting required fields for your team

Insights and reports

Report limit (per user)

Combined activity, deal, forecast and subscription reports in Insights

Deal reports

See which accounts bring the most revenue, how many opportunities your salespeople win or lose and why

Activity reports

Track custom sales activities like emails, demos, calls or events to uncover your team’s winning patterns

Company and user goals

Track how close you, your company and individual reps are to achieving your goals with customizable dashboards

Visual dashboards

Create your own dashboards with a customised collection of reports and share them internally or externally

Shareable dashboard links

Share live dashboards via a link with anyone in or outside Pipedrive to keep all teammates and managers on track

Recurring revenue

Track and project your earnings over time, even long after the deal has been won

Subscription revenue reports

Track customer payments that arrive over time to see how they affect your revenue projections

Custom fields and reports

Generate reports based on the custom fields you have set up for your teams, products, or industry

Revenue forecast reports and view

Plan ahead with confidence with a comprehensive overview of your predicted revenue and make adjustments on the fly

Team goals

Track how close your team is to achieving its goals with easy-to-access dashboards

Team management

Organise your salespeople into teams and gain useful insights into their performance

Privacy & Security

World-class data storage

Your data is protected and stored using world-class hosting infrastructure in Rackspace and AWS at designated data centres

User access and device logs

Get notifications about the times and locations of user logins over the last 60 days to pinpoint and prevent suspicious activity

SAML SSO (single sign-on) login

Manage user access centrally through your preferred single sign-on provider

Two-factor authentication

Enhance your account security with two-factor email verification at login

SOC 2 compliant

Fully-comply with SOC 2 through annual security audits held by reputable third parties

AES-256 encryption

Encrypt data and user credentials with 256-bit Advanced Encryption Standard

User permissions sets

Customise what users can do in Pipedrive with variable user permission sets suited for different levels of user access

Visibility groups

Categorise your users into groups and sub-groups and dictate what they are allowed to see within Pipedrive

Visibility options

Take control of the visibility possibilities of your various teams’ deals, contacts and product inventory items

Security dashboard

Manage user access and security-related activity in your company’s account and get tips to protect your business data

Security alerts

Get instant email notifications about suspicious access to your company’s account, potential data leaks and data loss

Security rules

Turn on and enforce password strength requirements, password expiration and history control, two-factor authentication (2FA), IP- and time-based access restrictions for all users

Mobile apps and integrations

Native mobile Android and iOS apps

Start every day with a summary of what’s expected and make changes to deals, activities and contacts on the go

Apps marketplace with 300+ integrations

Discover apps and enhance your Pipedrive experience by connecting to other services with easy one-click installation

Contact sync with Google and Microsoft

Sync your external contacts list to Pipedrive by integrating with major providers like Google, Outlook, Office 365, Exchange and EWS

Calendar sync with Google and Microsoft

Sync your calendar of choice with Pipedrive including Google, Microsoft Office 365, Outlook and Exchange

Chrome extension for Gmail

Install the Pipedrive Chrome extension to utilize Pipedrive directly from Gmail – you’ll be able to add new deals, contacts, notes and activities

Real-time sync across all devices

Automatically sync any changes made in the mobile app with Pipedrive’s web app to keep all your data up to date

Nearby contact location

Use your phone’s location to quickly see which deals and contacts are nearby in the integrated map view

Caller ID linked to deals and activities

See caller ID on incoming calls and auto-log calls as activities when a contact connects

Automatic call logging

Keep track of every sales call and schedule follow-up activities based on your last conversation

Web-to-mobile calls

In addition to dialling contacts from Pipedrive on your computer, you can also send calls to your phone

Get more from Pipedrive

Pipedrive Developer Centre access

Easily build integrations with our API and reach thousands of customers in the Pipedrive Marketplace

App supports 19 languages

Use Pipedrive in Portuguese (BR), Dutch, English (US), English (UK), German, Estonian, Finnish, Italian, Swedish, French, Norwegian, Polish, Russian, Spanish (América Latina), Spanish (España), Turkish, Korean (한국어), Japanese (日本語) and Chinese (繁體中文)

Online help centre

Get answers to your questions in our Knowledge Base articles, discuss in our Pipedrive Community forum and take tutorial courses in our Pipedrive Academy

24/7 live chat support

Get help via live chat anytime of the day or night.

Phone support

Schedule calls with the members of our award-winning support team

Implementation program

Receive custom onboarding via our implementation team to streamline your Pipedrive setup

Get your free trial today and try Pipedrive for 30 days.  

Why Evolve?

We know Pipedrive. We love Pipedrive. 

We know first hand just how impactful Pipedrive can be to SMEs and scale-up businesses who have lofty sales targets but might not know how they’re going to reach them without making a change. Or the business that is chasing operational efficiencies and is tired of error prone manual data entry.

Our team specialise in getting the most out of Pipedrive. We implement, consult and train, all things Pipedrive, building integrations between apps, automating your processes, and helping you to manage your data. We work with the best sales and marketing apps to generate leads, drive growth and reduce manual work.

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