Pipedrive Lead Management Review

(April 2025)

Funnels Kiwi Editors
April 27, 2025

Pipedrive Lead Management Review: Our Verdict

Pipedrive Lead Management Review: Who Pipedrive Lead Management Is Best For
Pipedrive Lead Management Review: Who Pipedrive Lead Management Isn’t Right For
Pipedrive Lead Management Review: What Does Pipedrive Lead Management Offer
Pipedrive Lead Management Review: Pipedrive Lead Management
Pipedrive Lead Management Review: Where Pipedrive Lead Management Stands Out
Pipedrive Lead Management Review: Where Pipedrive Lead Management Falls Out
Pipedrive Lead Management Review: How to Qualify for Pipedrive Lead Management
Pipedrive Lead Management Review: How to Apply for Pipedrive Lead Management
Pipedrive Lead Management Review: Alternative to Pipedrive Lead Management
Pipedrive Lead Management Review: Customer Review

Pro Tips

Recap

Pipedrive Lead Management Review: Our Verdict

Pipedrive Lead Management is a powerful and easy-to-use tool that helps you capture more leads, qualify them, and move them through your sales pipeline. It offers a visual and intuitive interface, customizable features, and automation capabilities that save you time and effort. It also integrates with other tools like web forms, chatbots, live chat, email campaigns, and more to enhance your lead generation and communication.

Pros

A visual and customizable sales pipeline
Leads Inbox to store and manage incoming leads
Chat options to engage with web visitors and turn them into leads
Web forms to generate quality leads from your website
Automation features to streamline your workflow and follow-up activities
Reporting and analytics to track your performance and optimize your strategy
Affordable pricing plans and a free trial

Cons

Limited functionality for advanced users
No native phone-calling feature
There is no built-in lead scoring system.

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1. Pipedrive Lead Management Review: Who Pipedrive Lead Management Is Best For

Pipedrive lead management is best for you if you are:

Small business owner that need a simple and effective way to manage leads and deals
Sales teams that want to increase your productivity and efficiency by automating routine tasks and admin work
Marketers who want to capture more leads from their website and social media channels and engage them with chat and web forms
Business owner and want to leverage AI technology to identify and target the most promising leads and prospects.

2. Pipedrive Lead Management Review: Who Pipedrive Lead Management Isn't Right For

Pipedrive lead management isn’t the best option for you if you

Own a large enterprise that needs more advanced and comprehensive reporting and analytics features.
Business owners that need native email marketing or project management features within their lead management software
Prefer a more traditional or linear approach to sales and lead management.

3. Pipedrive Lead Management Review: What Pipedrive Lead Management Offers

Pipedrive Lead Management offers a range of features and benefits that help you capture more leads, qualify them, and move them through your sales pipeline. Here are some of the main features and benefits that Pipedrive Lead Management offers:

Visual Sales Pipeline: Pipedrive lead management lets you see your entire sales process at a glance, update deals by dragging and dropping them into place, and add custom stages and fields to match your sales cycle. You can also create and customize as many pipelines as you need to reflect your unique sales process.

Leads Inbox: It helps you declutter your CRM, improve your pre-sales communication with prospects, and store incoming leads in the Leads Inbox before you’re ready to qualify them. You can filter, sort, and edit your leads, and add activities to stop them from getting cold. You can also sync your email with Pipedrive Lead Management and transfer new leads from your Leads Inbox to your email. Once qualified, you can easily convert a lead into a deal and move it to your pipeline.

Chat: This allows you to engage with web visitors and turn them into leads. You can use two chat options to do this: Chatbot and Live Chat. Chatbot is an automated chat tool that can qualify web visitors, collect their contact information, and book meetings for you. Live Chat is a real-time chat tool that lets you talk to web visitors directly and answer their questions. You can also customize your chat widgets and messages to match your brand and tone.

Web Forms: This helps you generate quality leads from your website. You can create highly-customizable web forms and place it on your website or share it via a link on social media. You can also filter and prioritize your leads by adding qualifying questions. You can automatically import leads from Web Forms into your pipeline, contacts, or Leads Inbox—your choice.

Automation: Allows you to streamline your workflow and follow-up activities. You can use automation features like workflow automation, smart contact data, and smart email BCC to automate routine tasks and admin work. You can also use automation features like activity reminders, deal rotation, and revenue forecasting to keep your deals on track and optimize your sales strategy.

Reporting and Analytics: Pipedrive Lead Management helps you track your performance and optimize your strategy to use reporting and analytics features like statistics, dashboards, insights, and web visitors to get detailed information on your sales and key activities. You can also track your progress against your goals and identify opportunities to close more sales.

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4. Pipedrive Lead Management Review: Pipedrive Lead Management Details

Pipedrive Lead Management offers four pricing plans: Essential, Advanced, Professional, and Enterprise.

Essential: $12.50 per user per month (billed annually) or $15 per user per month (billed monthly). Includes Leads Inbox, Web Forms, Chatbot, Live Chat, Pipedrive CRM, and more.

Advanced: Each user pays $24.90 every month (when you pay for a year) or $29 every month (when you pay monthly). You get all the features in Basic and also get Prospector, Web Visitors, Smart Docs, Campaigns, and more.

Professional: Cost $49.90 per user per month (billed annually) or $59 per user per month (billed monthly). Includes everything in Advanced, plus advanced permissions, multiple dashboards, revenue forecasts, and more.

Enterprise: Requires $99 for each user every month (when you pay for a year). You get all the features of Expert and also get exclusive help, improved protection, and more.

5. Pipedrive Lead Management Review: Where Pipedrive Lead Management Stands Out

Ease of Use and Customization: Pipedrive Lead Management is designed to be simple and user-friendly, with a drag-and-drop interface and customizable features. You can easily set up your pipeline, web forms, chatbots, and more to suit your unique sales process and preferences.

Visual and Activity-based Pipeline Management: Pipedrive Lead Management lets you see your entire sales process at a glance, with color-coded cues and automatic alerts to keep you on track. You can also focus on activities, such as calls, emails, meetings, and notes, that move your deals forward and increase your conversion rates.

Multiple Lead Generation and Communication Tools: Offers a variety of tools to help you generate, qualify, prioritize and communicate with leads. You can use web forms, chatbots, live chat, prospectors, and web visitors to capture more leads from different sources and channels. You can also use email sync, smart bcc, bulk email, and more to stay in touch with your leads and prospects.

AI-powered Insights and Automation: It uses AI technology to help you identify and target the most promising leads and prospects. You can use Prospector to find new leads based on your ideal customer profile and Web Visitors to see who’s browsing your website and what they’re interested in. You can also use automation features like workflow automation, smart contact data, and smart email templates to save time and streamline your sales process.

6. Pipedrive Lead Management Review: Where Pipedrive Lead Management Falls Short

Reporting and Analytics: Pipedrive Lead Management offers basic reporting and analytics features, such as sales forecasts, pipeline performance, activity reports, and more. However, it lacks more advanced and comprehensive features, such as custom reports, data visualization, goal tracking, and more. You may need to use third-party apps or integrations to get more insights and data from your lead management software.

Email Marketing and Project Management: This software does not offer native email marketing or project management features within its software. You can use Campaigns to send email campaigns, but it is a separate feature that requires an additional cost. You can also use Projects to manage projects and tasks, but it is also a separate feature that is only available for Professional and Enterprise plans. You may need to use third-party apps or integrations to get more functionality and features for email marketing and project management.

7. Pipedrive Lead Management Review: How to Qualify for Pipedrive Lead Management

To qualify for Pipedrive Lead Management, you must have a valid email address and a credit card. You can sign up for a free trial on the Pipedrive website and choose the plan that suits your needs.

You can also upgrade or downgrade your plan at any time and cancel your subscription at any time, but you may not receive a refund for any unused time.

8. Pipedrive Lead Management Review: How to Apply for Pipedrive Lead Management

To apply for Pipedrive Lead Management, follow these steps:

Go to the Pipedrive website and click on the “Try it free” button.
Enter your email address and create a password. You can also sign up with Google or Microsoft.
Choose the plan that suits your needs and click on the “Start your free trial” button.
Enter your credit card details and click on the “Confirm” button. You may not be charged before the end of your free trial.
Set up your account and start using Pipedrive Lead Management.

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9. Pipedrive Lead Management Review: Alternatives to Pipedrive Lead Management

Pipedrive Lead Management is not the only lead management software on the market; you may want to consider other alternatives, such as:

HubSpot CRM

HubSpot CRM is a CRM system that does not cost you anything and has many features to help you organize your relationships with your customers, track your sales progress, and plan your tasks. It also gives you the option to buy additional tools for different aspects of your business, such as marketing, sales, and service.

These tools include email marketing, which lets you create and send personalized emails to your leads and customers; landing pages, which are web pages that capture your visitors’ information and interest; live chat, which allows you to communicate with your website visitors in real time; chatbots, which are automated conversations that can answer common questions and guide your visitors; and more.

Zoho CRM

Zoho CRM is a software solution that helps you run your business more efficiently and effectively. It is a cloud-based CRM, which means you can access it from anywhere and on any device. With Zoho CRM, you can track and manage your sales pipeline, from generating leads to closing deals.

You can also create and execute marketing campaigns using tools like email marketing, social media integration, web forms, and phone calling. Zoho CRM also lets you collaborate with your team, automate your workflows, and integrate with other apps. It’s a powerful and flexible CRM that can help you grow your business and satisfy your customers.

Freshsales

This software helps you streamline your sales process and improve your customer relationships. It is a CRM, which stands for customer relationship management. With Freshsales, you can manage your leads, contacts, deals, and activities in one place.

Also, you can use features like email tracking, phone calling, web forms, chat, and more to communicate with your prospects and customers. Freshsales also lets you monitor your sales performance, generate reports, and integrate with other apps. Freshsales is a simple and powerful CRM that can help you boost your sales and delight your customers.

10. Pipedrive Lead Management Review: Customer Reviews

Customers give praise to Pipedrive Lead Management because it helps small teams drive sales. It offers a range of features, such as unlimited, customizable sales pipelines, a machine learning-powered sales assistant, workflow automation, autofill contact information, and built-in telephony. Customers praised Pipedrive for being intuitive, affordable, and highly customizable.

Users also like the ability to integrate Pipedrive with over 400 third-party apps. However, some customers also report a learning curve, limited custom fields and reports, and phone support only on the highest-tier plan. Overall, Pipedrive Lead Management is a good choice for sales-focused teams that need a simple yet powerful CRM solution. The software has a 14-day free trial and plans starting at $14.90 per month.

Pro Tips

Schedule an activity after every action you take.
Automate activities based on the deal stage with Workflow Automation.
Forecast your sales with the expected close date.
Track the deal source with a custom “Referred by” field.
Customize your pipeline stages to match your sales process.
Sync your email and calendar with Pipedrive to capture all communication.
Use filters and labels to segment your leads and deals.
Integrate Pipedrive with other tools and apps to enhance your workflow.
Analyze your performance and results with Pipedrive Insights.
Optimize your lead generation and conversion with Pipedrive Web Forms.

Recap

Pipedrive Lead Management is software that helps you find and nurture high-quality leads for conversion. It offers a visual and intuitive interface, customizable features, and automation capabilities that save you time and effort. It also integrates with other tools like web forms, chatbots, live chat, email campaigns, and more to enhance your lead generation and communication.

It’s the best for small to medium-sized businesses that want to improve their lead generation and management processes, but it is not suitable for large enterprises that need more advanced features and functionality.

Pipedrive lead management offers four pricing plans, ranging from $12.50 to $99 per user per month (billed annually). It also offers a 14-day free trial for all plans. To apply for Pipedrive Lead Management, you need to sign up on the Pipedrive website and enter your credit card details. You can cancel your subscription at any time, but you may not receive a refund for any unused time.