Essential Plan

Starting with the Pipedrive’s Essential plan, you can manage up to 3,000 open deals per company, making it a great fit for businesses needing straightforward CRM tools. This plan includes 30 custom fields, allowing you to customize your data collection

With 15 reports per user, you have the analytics you need to monitor your sales performance. Lead and deal management features enable streamlined processes, and customizable pipelines let you adapt the CRM to your workflow. You can easily track products with the products catalog and capture all leads in the Leads Inbox.

The deal rotting feature ensures you act on leads before it goes cold. Data import and export functionalities simplify data management, while merging duplicate data keeps your information clean. The plan also includes an email inbox, Sales Assistant, API access, and webhooks for enhanced integration.

Smart-app recommendations and a marketplace search help you find useful tools. You can collaborate on reports, deal reports, and activity reports, ensuring all team members are informed and aligned.

Advanced Plan

Building on the features of the Essential plan, the Pipedrive’s Advanced plan offers you up to 10,000 open deals per company, catering to businesses with larger operations. You can use 100 custom fields to refine your CRM setup, and 30 reports per user provide deeper insights into your activities.

This plan includes 30 active automations per user, allowing you to automate repetitive tasks and focus on more critical aspects of your business. You also get three delays and wait for steps per automation, adding flexibility to your workflows.

One active email sync per user ensures all communications are centralized within the CRM. Customizable email templates and signatures enable you to maintain consistency in your messaging. The two-way email sync keeps your correspondence up-to-date, and merge fields streamline personalization.

Features like email open and click tracking, group emailing, and email scheduling enhance your email marketing capabilities. Video call scheduling and meeting schedulers make it easier to set appointments, while general availability scheduling links provide convenient booking options.

The Advanced plan also includes Smart Contact Data and live chat support during business hours, offering you additional support when needed.

Professional Plan

If you’re seeking even more robust features, the Pipedrive’s Professional plan allows management of up to 100,000 open deals per company. It includes 300 custom fields, offering you extensive customization for your CRM setup.

With 150 reports per user, you gain comprehensive insights into your sales data. You can set up 60 active automations per user, making it easier to manage complex workflows, with 10 delay and wait for steps per automation for added flexibility.

The plan offers you two active email syncs per user, enabling seamless communication across multiple accounts. You can organize your team with three teams per company and define roles with two custom permission sets per company.

Custom visibility groups, required fields, and formula fields help you control data access and ensure data consistency. Pipeline-specific fields and deal card customization features let you tailor the CRM to specific needs.

The plan also supports unlimited general availability scheduling links and provides a detailed contacts timeline. Automatic assignment and AI-powered Sales Assistant features streamline task management, while dashboard collaboration allows for shared reporting. With 24/5 live chat support, you have access to help whenever needed.

Power Plan 

The Pipedrive’s Power plan is designed for businesses requiring extensive CRM capabilities, supporting up to 200,000 open deals per company. You can create 500 custom fields, ensuring all data needs are met.

The plan includes 250 reports per user, providing detailed analytics for data-driven decision-making. With 90 active automations per user and 10 delay and wait for steps per automation, complex processes are handled effortlessly. Three active email syncs per user ensure comprehensive communication management.

This plan supports 15 teams per company, allowing for structured organization, and offers you 15 custom permission sets to manage user access. Ten custom visibility groups provide further control over data sharing.

The plan also includes phone support, ensuring you have access to help via multiple channels. Additionally, 24/7 live chat support ensures continuous availability of customer service, making the Power plan ideal for organizations that need round-the-clock support and advanced features.

Enterprise Plan 

The Pipedrive’s Enterprise plan offers you the most comprehensive set of features, perfect for large enterprises needing robust CRM and lead management solutions. This plan includes unlimited open deals and custom fields, providing maximum flexibility.

You can create unlimited reports per user, ensuring all aspects of your sales process are covered. With 180 active automations per user and 10 delay and wait for steps per automation, you can automate and refine even the most complex workflows.

The plan supports five active email syncs per user, allowing extensive email management. Unlimited teams, custom permission sets, and visibility groups mean you can structure your organization and control data access as needed.

The Enterprise plan also features advanced security options, including security alerts and rules, to protect your data. With 24/7 live chat and phone support, you always have access to help, ensuring your CRM operations run smoothly. This plan is ideal for businesses that require the highest level of customization, security, and support.