4.4

Average Review

Pipedrive

Sales-focused CRM with visual pipelines, email sync and automations to help small teams close more deals.

Why choose Pipedrive CRM?

Pipedrive is a CRM built around the sales pipeline, not just a static contact list. Deals move through visual stages with drag-and-drop cards, so sales teams can see exactly what’s in progress, what’s stuck and where to focus next. Activities, emails and calls are tied to each deal, which keeps the team aligned and reduces the risk of leads slipping through the cracks.

 

The platform includes email sync, templates, basic automation and clear reports, giving small and mid-sized sales teams a focused toolkit without the heavy complexity of enterprise CRMs. If your main goal is to manage leads and deals better, rather than run full marketing automation, Pipedrive is a strong choice.

 

Choose Pipedrive if you want to:

  • Organise deals in a clear, visual pipeline
  • Log emails, calls and tasks in one place
  • Use simple automations for follow-ups and handovers
  • Give small sales teams a CRM they’ll actually use day to day
70%
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Pipedrive capabilities

01. Visual sales pipelines

  • Build one or more pipelines with drag-and-drop deal stages so reps can see every opportunity and move deals forward quickly.

02. Deal & activity tracking

  • Attach tasks, calls, meetings and notes to each deal, helping teams follow a clear process from first contact to closed won or lost.

03. Contact & organisation records

  • Store detailed contact and company info with custom fields, linked deals and full communication history in one place.

04. Email sync & tracking

  • Sync your email inbox with Pipedrive so messages are logged automatically, with templates, tracking and insights to improve follow-ups.

05. Activity scheduling & reminders

  • Schedule calls, demos and follow-ups for each deal, with reminders and daily activity views so reps always know what to do next.

06. Workflow automation

  • Use automations to trigger emails, create activities or update fields when deals move stages, reducing manual admin for the team.

07. Lead capture & LeadBooster add-on

  • Capture leads from forms, chat and prospecting tools (via LeadBooster add-on) and send them straight into your pipelines.

08. Reporting & forecasting

  • Build reports and dashboards for won deals, conversion rates, activities and forecasts so managers can track performance and pipeline health.

09. Team management & goals

  • Group users into teams, set goals, and compare performance to understand who’s closing, where support is needed and how the team is doing overall.

10. Integrations & mobile apps

  • Connect Pipedrive with email, calendars and 400+ apps, and use the mobile app to manage deals and activities on the go.

We provide general advice only. Always compare features, pricing and terms before making a final decision.

Our Review

4.5/5

Overal Rating

Customer Support
88%
Easy to use
90%
Easy to set up
88%
Easy to deploy
88%

Pipedrive is designed mainly for small and mid-sized businesses with dedicated sales teams that need a clear pipeline view and simple, sales-focused workflows.

Yes. Pipedrive is available in South Africa and is often recommended locally for sales-focused organisations that want a visual pipeline and strong email integration without enterprise complexity.

Not really. Pipedrive focuses on sales. It offers some automation and add-ons, but advanced marketing campaigns usually require separate tools that integrate with Pipedrive.

Yes. You can sync major email providers and calendars so messages and events are linked to contacts and deals, with tracking and templates to support sales outreach.

Pipedrive may feel limited if you need deep, built-in marketing automation, very complex multi-product sales processes or advanced custom reporting across multiple business units.

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