Pipedrive Pricing – Which Plan is Right For You in 2023?
Founded in 2010, Pipedrive has reached over 50,000 users so far, and emerged as one of the best CRM software tools. For sellers, Pipedrive offers a super simple yet highly sophisticated way to plan sales activities and monitor deals.
This cloud-based CRM has four plans intended for businesses of all types and sizes. In this post, we are going to dive into the plans and the features that come with each plan. Here you will also learn about three strong alternatives to Pipedrive, and find answers to some frequently asked questions about the platform.
Pipedrive Pricing Comparison: Which Plan Should I Pick?
Best Pipedrive Plan for Users Who Need One Or Two Seats
If your focus is on basic contact management and tracking your workflow, the Essential plan can be a great starting point. The plan is intended for businesses that are still trying to figure out their sales pipelines. When billed annually, the Essential plan costs $12.50 per user per month. The price is $15 per user per month if you choose to pay monthly.
Best Pipedrive Plan for Three to Twenty Seats
The Advanced plan is intended for growing teams that need some more features such as advanced automation, integration and additional forecasting reports. It costs $24.90 per user per month when billed annually, and $29 per user per month when billed monthly. An user with an entrepreneurial mindset may be able to find innovative ways to use this plan and boost sales.
Best Pipedrive Plan for Businesses That Need Enhanced Analytics
Professional is the most popular of the four Pipedrive plans. It is intended for relatively large-scale businesses that need to streamline their processes. Users have access to advanced features such as team permission, goal-setting, and in-depth forecasting reports. Billed annually, the Professional plan costs $49.90 per user per month. Billed monthly, the price is $59 per user per month.
Best Pipedrive Plan for Seamless Multi-team Collaboration
The Enterprise plan offers pretty much the same features available with the Professional plan. It is suitable for businesses with many complex sales activities that require custom features. The Enterprise plan is $99 per user per month when billed annually. And if you pay monthly, the price is $119 per user per month.
What Features Do The Different Pipedrive Plans Include?
1. Features of the Essential Plan
Essential, Pipedrive’s starting plan, comes with more than just basic customer relationship management features, in part because it is not free. However, starting at $12.50 per user per month, Essential is the most affordable of the four premium plans. Here are the features at a glance:
Feature usage limits:
- Up to 3,000 open deals per company
- Up to 30 custom fields per company
- Up to 15 reports per user
Managing leads and deals:
- Lead and deal management
- Products catalog
- Customizable pipelines
- Leads inbox
- Custom fields
- Data import and export
- Deal rotting
- Merge duplicate data
- People and organization management
- File attachments
- Mentions and comments
- Calendar view and activity management
- Contacts map
- Activity reminder notifications
- Email inbox
- Two-way email sync
Automation and Growth:
- Sales Assistant
- API access
Insights and reports:
- Activity reports
- Deal reports
- 1 visual dashboard
- Company and user goals
- Shareable dashboard links
Privacy and security:
- User access and device logs
- World class data storage
- Two-factor authentication
- SAML SSO (single sign-on) login
- AES-256 encryption
- SOC 2 compliant
- Limited visibility options
- 1 Visibility group
- User permission sets (2 sets)
Mobile apps and integrations:
- Native Android and iOS apps
- Apps marketplace with 250+ integrations
- Calendar sync with Google and Microsoft
- Contact sync with Google and Microsoft
- Chrome extension for Gmail
- Nearby contact location
- Real-time sync across all devices
- Automatic call logging
- Caller ID linked to deals and activities
- App supports 19 languages
- Pipedrive Developer Center access
- Online help center
- 24/7 live chat support
These features are perfect for those who work alone or in pairs.
Users can get up to 3,000 deals in a pipeline, unless the pipeline is deleted. The Essential plan puts a limit on the number of custom fields–up to 30 custom fields are allowed per company. You can get insights into 15 reports per user. The reports mean the combined deal, activity, forecast and subscription reports.
Smart Ways to Manage Leads and Deals
The lead and deal management feature provides a complete overview of the leads that include ownership, pipeline progress, communications, and activity history.
One of the great things about Pipedrive is its focus on the visual representation of processes. It allows users to visualise their sales processes in the Kanban view. Better yet, the views are endlessly customisable.
You can move deals along stages. Thanks to the drag-and-drop interface, everything is intuitive. In fact, Pipedrive should be on the list of the best Kanban software tools.
Using the products catalogue feature is a good way to showcase what you offer. You can create a customisable catalogue of your products and services, mention their costs, and add notes.
Tailoring your sales data to your business is of utmost importance because this is how you retain the existing customers and reach new ones. The custom fields feature allows you to do just that, within your leads, deals, contacts and products.
Tracking your leads is essential for effective management of customer relationships, but tracking leads in multiple places can be cumbersome and time-consuming. Pipedrive offers a leads inbox. By keeping all your leads in one place, you can keep the pipeline uncluttered.
If a deal stays idle for a long time, it becomes important to identify and mark the deal. Pipedrive notifies you when there is an idle deal. The rotting period is customizable, which means you determine how long it should be. It allows you to keep track of the deals that are barely active.
If you have data on a spreadsheet or another CRM like Zoho, HubSpot or Salesforce, you can easily import data to Pipedrive. The procedure takes just a few clicks.
There is also a feature that allows users to clean up duplicate data by merging duplicate entries. That means, you use just as much storage space as you actually need.
Track Your Communications Effortlessly
With Pipedrive, tracking communications is super easy. Create a database of contacts and view their history, activities, linked deals, and communications. Thus you can manage people and organizations more effectively.
Users can mention specific contacts, leads and deals in notes and comments. It looks simple, but can add a new dimension to the way you communicate with your customers and potential customers.
Going to the Files option, you can easily attach a file to a contact or deal. The drag-and-drop interface makes the process super easy and intuitive.
By integrating Google Maps, users can view the geographical locations of their contacts. The contacts can also be filtered by city, state or country.
When it comes to planning activities efficiently, users find the calendar view and activity management feature pretty handy. With this feature you get a forecast of what’s coming in your schedule and take actions accordingly.
You can choose the way you would like to get notifications. Options include email push notifications, in-app notifications, and a combination of them.
Important emails can be forwarded to Pipedrive with bcc. It will automatically link the emails to corresponding contacts and deals.
Automate and Streamline Your Sales Processes
The Essential plan comes with basic automation features. Sales Assistant is one such feature. It provides you with suggestions based on your past interactions with contacts. It gives you insights into your strengths and weaknesses, and helps you focus on what really matters.
With Pipedrive’s REST API, you can develop custom features without paying any extra fee. The scope for customization is endless, and that means you can use the tool exactly the way you want.
Webhooks is one of the features that help the platform stand apart from its competitors. As your data changes, Pipedrive gives you programmatic notifications. Webhooks pushes information to your endpoint, and therefore you do not have to pull information via Pipedrive’s API. When a new deal is added or any event is triggered, you will get a notification as an HTTP request.
Insights into Your Operations
When it comes to insights and reports, Pipedrive’s Essential plan offers more than what is essential for managing customer relationships.
The availability of some advanced features with the basic plan makes Pipedrive one of the best CRM software tools. Deal reports, for example, show you which accounts bring how much revenue, and the reasons why your salespeople are winning or losing specific opportunities.
With the activity reports feature you can uncover the winning patterns of your teams, by tracking custom sales activities such as emails, calls, demos or events.
The customizable dashboards provide a complete overview of your company and user goals. You can measure your progress in concrete terms, and see how close your company is to achieving your goals.
Use your customized collection of reports to create your own visual dashboard, and share the reports internally and externally. The Essential plan, however, allows you to create only one visual dashboard. Sharing a live dashboard is easy. You just have to share a link with the person you want to give access to your dashboard.
Your Privacy Matters
Pipedrive has always been known for taking its users’ privacy and security seriously. The platform has world-class hosting infrastructure in AWS and Rackspace at designated data centers.
You get notifications that show the locations and times of user logins. Pipedrive has a highly sophisticated way to prevent suspicious activities. The two-factor email verification adds an extra layer to your account security. Your user credentials are encrypted with 256-bit advanced encryption.
The essential plan offers you limited control over visibility options. You can determine what your users are allowed to see within Pipedrive, and can categorise your users accordingly. With variable permission sets, you can determine what your users can do with Pipedrive.
While Essential is Pipedrive’s starting plan, it doesn't put any limitations in terms of integrations. You can use the Android and IOS apps, and the apps Marketplace offers options for over 250 integrations. The platform also offers real-time sync across all devices.
Pipedrive offers 24/7 live chat support and has a knowledge base with plenty of resources. However, users of the Essential plan do not have access to phone support.
2. Features of the Advanced Plan
The Advanced plan is characterized by features designed to automate your processes, streamline your outreach, and close deals faster. Apart from the features that come with the Essential plan, you get the following additional features:
- Up to 10,000 open deals per company
- Up to 100 custom deals per company
- 30 reports per user
- Two-way email sync
- Customizable signatures
- Customizable templates
- Email open and click tracking
- Merge fields
- Email scheduling
- Group emailing
- Meeting scheduler
- Video call scheduling
- Workflow automation (30 actions per month)
- Important fields
- Smart contact data
- Recurring revenue
- Web-to mobile calls
These features are primarily intended for sellers who need to automate their workflow and boost the efficiency of their teams. Pipedrive’s highly sophisticated automation features make it one of the best small business CRM software.
Simplify Your Communications
For a growing team, the ability to sync multiple email addresses is important. This plan offers two-way email sync, which means users can send and receive emails without leaving Pipedrive. There are fully customisable and shareable email templates that allow users to send more emails faster.
With personalized email signatures, you look more professional and leave the right impression. The merge fields allow you to put the names of deals, contacts and organisations, and add more personal touch to the email templates.
Whenever a prospect clicks on a link sent by you, or opens your email, you get notified. This feature is incredibly useful for a seller because it allows you to know if your prospects are actually paying attention to you. It also helps you send follow-up emails when they are more likely to be viewed.
Users can group their email contacts and send emails to groups all at once. It can be useful for starting important initial conversations with your leads. The group emailing function will work only if the email sync option is enabled in your account.
To streamline communications, write emails first and schedule them to be sent at specific times in the future. Choose a time convenient for your recipient.
If you are a seller, your success greatly depends on choosing the right time for conversations with your prospects. Pipedrive’s meeting scheduler, which is available with the Advanced plan, allows you to schedule a meeting at a time convenient for both you and your customer. You can also set up video calls for scheduled meetings via Google Meet, Microsoft Teams, and Zoom.
Automate and Grow
Automating repetitive tasks is one of the most sought-after features of a CRM. It allows you to streamline your sales processes and run things smoothly. Pipedrive’s Advanced plan allows up to 30 actions for workflow automation per month.
Smart Contact Data is an interesting feature, and it can be pretty useful. When you need information associated with a specific customer’s email domain and email address, you no longer need to manually search Google for that information. This feature automatically finds publicly available information and drops it at your fingertips.
In sales, having access to relevant information is the key. It helps you act quickly and produce effective results. Pipedrive’s Important fields feature shows you what data is missing from your vital fields. It ensures that you have all the important information you need to close a deal.
Industries focused on recurring subscriptions or billing find the Recurring revenue feature pretty handy. It allows you to project earnings over time, even months after a specific deal has been won. You can set up a payment schedule or subscription in a deal’s detail view.
The web-to-mobile calls feature allows you to start a mobile call from Pipedrive. Whether you are using Pipedrive on your desktop or laptop computer, You can instantly get in touch with your customers, without leaving Pipedrive.
If your business is on the way to success and you are planning to scale quickly, Pipedrive’s Advanced plan can provide you with just about any CRM feature you need. And if it is an established business and you are looking forward to increasing your revenue, you will probably need the Professional plan.
3. Features of the Professional Plan
Pipedrive’s Professional plan, which starts at $49.90 per user per month, is intended for established businesses. It includes all the features available with the previous two plans, and some more. Here are the additional features:
- 100,000 open deals per company
- 1,000 custom deals per company
- 150 reports per user
- Unlimited meeting scheduling
- Contacts timeline
- Autofilled templates and offline docs
- Smart Docs
- Document open tracking (unlimited in BETA)
- PDF format support
- Google Drive document integration
- OneDrive document integration
- Google Slides and Sheets support
- Workflow automation (60 actions per month)
- Required fields
- Unlimited visual dashboards
- Custom fields and reports
- Subscription revenue reports
- Team goals
- Revenue forecast reports and view
- Team management
- Unlimited visibility options
- 3 visibility groups
- 3 user permission sets
Pipedrive is regularly referred to as among the best real estate CRM software, in part because of the features like smart docs, team goals and team management. The Professional plan comes with a plethora of features that help realtors assign tasks to their team members and stay on track.
Stay in Touch, Constantly
If your marketing team is ready to crush your sales performance, you are going to find these sophisticated features immensely helpful.
This plan does not put any limit on the number of times you can use the meeting scheduler feature. If you keep the Email Sync feature enabled, you can access the Propose Times option from your email inbox. That means you can use the feature from your email.
To save time and reach targets, a salesperson must ensure an efficient calling workflow. The Caller feature of Pipedrive allows users to make calls to their customers without leaving Pipedrive. All calls are automatically logged as activities, which makes reporting effortless.
The contacts timeline view, which is available with the Professional plan, offers visual representations of your activities with your contacts. To learn about the history of your activities with a specific person, you just have to click on the contacts timeline button. You can easily switch between organizations and people.
Over the years, the sales industry has seen a steady progress of the documentation process. Pipedrive’s Smart docs feature allows users to send trackable quotes and proposals, and centralize the documentation process.
You can send quotes faster with Pipedrive, in part because the process requires very little manual copy-pasting. The templates and docs can be filled by your product catalogues or Pipedrive fields.
The documents are trackable. Whenever a recipient reads the document, you receive notifications via email or the Pipedrive app. It allows you to follow up at the right time and make your communications more effective.
The eSignatures feature allows your customers to sign documents electronically. It eliminates the need to download plugins or print files. You do not have to ask a customer for that final physical signature, and that allows you to close a deal faster.
This plan supports the PDF versions of documents. You can save a PDF document locally or send it to your customers.
Your Pipedrive data placeholders can be used to create Google Slides and Sheets. To close deals faster, you can share the Slides and Sheets with your customers and request signatures. It’s easy to generate a link to a slide or sheet.
You can store your files and attachments in Google Drive or OneDrive by syncing Pipedrive with them. Whenever you upload something to Pipedrive, the content will be stored in the platform synced with Pipedrive. It improves accessibility and efficiency, and makes inline editing easier.
More Automation, Less Hassle
With the Professional plan, you can enjoy up to 60 actions for workflow automation per month.
For any salesperson, the data collected from the clients is extremely important. With the required fields feature, you can determine which of the data fields you want to be mandatory when you add or edit a contact or deal.
Until the required fields are filled in, users will not be able to add or edit new items. You can make specific fields required in all stages.
An interesting feature that comes with the Professional plan is the subscription revenue reports. It gives you an insight into revenues generated by one time or recurring subscribers. The timeframe you select for a deal is used to generate the report. The subscription reporting feature can be immensely useful for a business with many different types of customers.
Reports can also be generated based on the custom fields set up for your products, teams or industry. This handy feature allows you to customise your data based on the information you specifically need for your deals. This flexibility makes Pipedrive one of the leading Salesforce competitors.
It is easier to make plans and take steps when you have a comprehensive overview of your predicted revenue. With the help of the revenue forecast reports, you can plan ahead with confidence.
Users can also set goals for your teams. The team goals feature gives you some valuable insights. To view details on a specific goal, you just have to click on a data point in the goal report.
However, for a stupendously complex business, the Professional plan may not be enough. The Enterprise plan may be the right plan for such a business.
4. Features of the Enterprise Plan
Unlimited customisation is the hallmark of the Essential plan, which is intended for large businesses that need collaboration among multiple teams. This is the most expensive of the four Pipedrive plans, and it comes with a plethora of amazing features.
They include all the features available with the previous three plans, plus some more. Here are the additional features:
- Unlimited open deals
- Unlimited custom fields
- Unlimited reports
- Workflow automation (100 actions per month)
- Unlimited team management
- Unlimited visibility groups
- Unlimited user permission sets
- Security dashboard
- Security rules
- Security alerts
- Phone support
- Implementation program
Pipedrive’s Enterprise plan removes all limitations on features available with the high-tiered plans. It provides unlimited flexibility, making things easier for large businesses with complex activities.
The security dashboard provides a comprehensive overview of your security related activities on the platform.
Pipedrive also offers tips for improving the security settings. If there is any suspicious access to your account, you get instant notifications. You get email notifications whenever there are potential data loss and data leaks.
The Enterprise plan gives users control over security rules. That means you can set up rules for two-factor authentication, password strength, and password expiration. When needed, you can set accessibility restrictions for specific users.
Users get phone support, which is not available with the previous three plans. The support team is friendly, and helps users resolve all types of technical and tactical issues.
An implementation program is a part of the Enterprise plan. The implementation team provides custom onboarding to streamline your Pipedrive setup.
Pipedrive Alternatives for CRM
Best Pipedrive Alternative for Small Businesses
If you want to combine a CRM with project management, monday.com is one of the best options out there. Monday.com is great as a CRM, and is considered one of the best alternatives to Pipedrive.
The platform has a well-thought-out pricing strategy. There are five monday.com plans including a free one. The three predefined paid plans namely Basic, Standard and Pro start respectively at $8, $10 and $16 per seat per month. The fourth plan, Enterprise, is a custom plan intended for organizations that need enterprise-grade features.
Monday.com CRM is not really intended for large businesses with plenty of deals, and that is part of the reason why this platform is a lot cheaper than Pipedrive.
It is a simple project management software tool that also offers CRM functionalities. If you have lots of deals and contacts, monday.com is definitely not a very good option.
Pipedrive is only a CRM, not a combination of project management software and CRM. This tool is for active dealmakers who need to get super organized. If you want to go deep, choose Pipedrive.
But if you are running a small business that needs only basic level features of CRM, you can’t go wrong with monday.com.
Best Pipedrive Alternative for Mid-Sized Businesses
Keap (formerly Infusionsoft) has been around for a couple of decades, and during this long period of time it has helped more than 200,000 users manage customers and boost sales.
It is among the best sales CRM software with an intuitive interface, powerful automation features and great customer support. It is an all-in-one platform that offers everything you need to organize and grow your business.
The platform is also known for its straightforward pricing strategy. Keap has three plans namely Lite, Pro and Max that start at $56, $119 and $140 per user per month.
Yes, the plans are more expensive than those of Pipedrive, but Keap offers a lot more than Pipedrive.
With Pipedrive, users need additional integrations for invoicing, landing pages, and some other marketing functions. Keap does not require additional integrations for these features.
While Pipedrive offers text-based email templates, Keap comes with a built-in email marketing tool.
Keap is significantly more user-friendly than Pipedrive, and therefore more suitable for technically inept users.
Best Pipedrive Alternative for Ambitious Sales Teams
Freshsales is a CRM software tool known for its advanced data insights, contact management, and workflow automations. The tool is designed specifically for sales teams. So, if you need an all-in-one CRM, you will have to consider getting Freshsales Suite instead.
There are four Freshsales plans including a free one. The three paid plans–Growth, Pro and Enterprise–start respectively at $15, $39 and $69 per user per month. The free plan is pretty generous. If you are looking for free CRM software for small businesses, consider trying the free plan of Freshsales.
Freshsales is easier to use, more affordable, and more scalable than Pipedrive. The platform is known for its out-of-the-box usage. It does not have complex functionalities and complicated setups.
The platform offers more flexibility for managing leads and auto-assigning them. You can easily customize your sales activities, create reports, filter records, and automate actions.
Freshsales has a more sophisticated way to provide insights into the behavioral patterns of your leads. It allows you to track their behavioral patterns on your website and email, and set lead scores based on the insights you get.
By auto-assigning leads, users can reduce sales cycles and increase conversions. The advanced reporting of the platform results in improved deal visibility.
For a sales-focused business, Freshsales is definitely a better option than Pipedrive.
Pipedrive Pricing FAQ
Pipedrive has four plans: Essential, Advanced, Professional and Enterprise. They cost $12.50, $24.90, $49.90 and $99 per user per month respectively when billed annually. And if you pay monthly, the plans cost $15, $29, $59 and $119 per user per month respectively.
Pipedrive is a sales-focused CRM with over 95,000 paying customers from 179 countries. Businesses of all sizes love using this tool in part because of its simple but powerful interface, highly sophisticated features for managing customer relationships, and great customer support. It is not the cheapest CRM out there, but the price is justified by the value users get.
Pipedrive has no free version, but the platform offers free trials.
14 days. You can use any of Pipedrive’s plans for two whole weeks without having to pay. No credit card is required for the free trial.
Next Step: Choose the Right Pipedrive Plan for You
Pipedrive has a straightforward pricing strategy. There are four premium plans, and you can figure out which one is suitable for your business just by looking at the features. If your business does not involve complex sales activities, get started with the Essential or Advanced plan and see if you need more sophisticated features.
A great thing about the platform is that it offers a 14-day free trial, and it does not require any credit card. So, to see what this CRM can do for your business, try any plan before you buy.