So you're trying to figure out what Pipedrive actually does? Let's be honest - CRM feature lists can be just too much when you're trying to understand if a tool will work for your business. The thing is, Pipedrive packs a lot of functionality into their platform, and it's not always clear what you're getting at each price point.
Here's what we're going to do: walk through every single feature Pipedrive offers, explain what each one actually does, and help you figure out if it's worth your time and money. Plus, we'll show you how Zeeg can handle your scheduling needs more effectively than Pipedrive's basic meeting tools.
All Pipedrive features
1. Deal management features
Deal management - The central system tracks opportunities from initial contact through deal closure. The visual pipeline interface is actually what makes Pipedrive different from other CRMs.
Customizable pipelines - Multiple sales processes can run simultaneously with different stages, probability settings, and workflows for various product lines or customer segments.
Deal card customization - Information display on pipeline cards can be configured to show specific fields, contact details, and activity summaries relevant to your sales process.
Deal rotting - The system automatically identifies opportunities that haven't received attention within specified timeframes. You set the criteria for when deals should be flagged.
Data import and export - Migration tools support various file formats with field mapping capabilities for transferring information between systems.
Merge duplicate data - Duplicate detection algorithms identify potentially redundant records. The system provides tools for combining duplicate contacts and organizations.
Products catalog - Inventory management includes product information, pricing, descriptions, and categorization. Items from the catalog can be attached to deals for quote generation.
Product subscriptions and installments - Recurring billing configurations can be set up directly within deal records, including automated payment schedules and billing cycles.
Custom fields - You can get from 30 (Lite plan) to 500 (Ultimate) custom data fields with Pipedrive, to capture relevant information on your leads, deals, persons, organizations, or products. From text and numbers to dropdown selections or monetary values. *Do not that while Pipedrive lets you customize objects' fields, there are no such thinh as custom objects with Pipedrive.
Important fields - Designated fields remain visible in detail views regardless of whether they contain data. This is to ensure thatcritical information stays prominent.
Required fields - Mandatory data entry prevents record saving until specified fields are completed. This enforces data quality standards across the organization.
Formula fields - Mathematical calculations automatically compute values using other numeric or monetary fields. The system supports basic operations and parentheses for complex formulas.
Pipeline-specific fields - Field visibility can be controlled based on which pipeline contains the deal. This streamlines data entry by showing only relevant information for each sales process.
Projects add-on - Closed deals convert into project management workflows with task tracking, timelines, and deliverable management. This bridges sales and fulfillment processes.
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2. Lead management features
Leads Inbox - Incoming prospects are consolidated into a centralized workspace for review, qualification, and conversion activities.
Pulse toolkit - Real-time tracking monitors prospect engagement and website behavior patterns. The system identifies visitors showing high interest levels.
Sales feed - Prospect interactions appear in chronological order, creating comprehensive relationship timelines that include email activity, website visits, and other touchpoints.
Sequences - Automated email campaigns deliver personalized messages based on prospect behavior and characteristics. You can create up to 50 sequences on Ultimate plans.
Custom scoring - Pipedrive lead scoring lets you assign numerical values to leads based on characteristics and behaviors you define. This helps prioritize prospects most likely to convert.
Firmographic data enrichment - Company information automatically populates lead records using publicly available data sources. This reduces manual research requirements.
Email data enrichment - The system attempts to locate missing email addresses using public databases and information sources.
Phone data enrichment - Phone number discovery works similarly to email enrichment, searching public records for contact information.
LeadBooster add-on - Four integrated tools provide lead generation capabilities: chatbots for website engagement, web forms for information capture, prospector for lead discovery, and live chat for real-time communication.
Web Visitors add-on - Website visitor identification shows which companies are viewing your content. The system sends notifications when prospects return to your site.
Campaigns add-on - Email marketing functionality integrates directly into the CRM workflow with segmentation, automation, and performance tracking capabilities.
3. Communication tracking features
People and organization management - Contact storage includes detailed information, relationship mapping, and interaction history. The system tracks connections between individuals and their organizations.
Mentions and comments - Team collaboration occurs through @mentions and internal notes attached to records. These comments don't appear in customer-facing communications.
File attachments - Documents, contracts, and presentations attach directly to contact and deal records. Files remain accessible alongside relevant relationship information.
Contacts map - Visual relationship diagrams show connections between people and organizations. This helps identify key stakeholders in complex sales situations.
Calendar view and activity management - Scheduling and task tracking integrate across the sales process. Pipedrive Calendar can coordinate individual and team calendars.
Activity reminder alerts - Notifications prevent missed tasks and follow-ups. Timing and delivery methods can be customized for different types of activities.
Email inbox - External email accounts integrate into the Pipedrive interface. This centralizes customer communications within the CRM system.
Two-way email sync - Email sending and receiving occurs directly through Pipedrive while maintaining synchronization with external email clients.
Multiple email accounts sync - Users can connect up to 5 different email addresses depending on plan tier. This accommodates people managing multiple brands or roles.
Team inbox - Shared email addresses can be accessed by multiple users. This prevents duplicate responses and ensures consistent customer service.
Customizable email templates and signatures - Reusable message formats save time for common communication scenarios. Templates can include merge fields for personalization.
Merge fields - Contact, company, or deal information automatically inserts into emails and templates. This enables personalized communication without manual data entry.
Email open and click tracking - The system monitors recipient engagement with sent messages. Real-time notifications indicate when prospects open emails or click links.
Group emailing - Bulk communications can include personalization through merge fields and audience segmentation. This supports targeted messaging campaigns.
Email scheduling - Messages can be queued for delivery at specific times across different time zones. This optimizes engagement timing for recipients.
Video call scheduling - Meeting links generate automatically for platforms like Zoom and Teams. These links include in calendar invitations when appointments are created.
Meeting scheduler - This Pipedrive scheduler has basic scheduling links that allow prospects to book time directly. The functionality covers fundamental appointment booking needs.
General availability scheduling links - Default scheduling options provide simple booking capability. Customization options are limited compared to specialized scheduling tools.
Contacts timeline - Complete interaction history displays chronologically for each contact. This provides comprehensive relationship context for sales conversations.
Smart Docs add-on - Document creation and electronic signature collection occur within Pipedrive. This keeps contract processes integrated with deal management.
4. Automation features
Notifications - System alerts inform users about important events, deal changes, and required actions. These operate across all plan tiers.
API access - Programmatic access enables custom integrations and workflow development. Token limits vary by plan tier but are generally generous.
Webhooks - Real-time data transmission to external systems occurs when specific events happen in Pipedrive. This enables sophisticated third-party integrations.
Automations - Trigger-based automation workflows. execute actions automatically when specific conditions are met. The system can create tasks, send emails, update records, and perform other actions.
Delay and wait for steps - Workflow timing can be controlled through delays or conditional waiting. Actions can be scheduled for specific times or held until certain conditions are met.
If/else steps - Conditional logic allows workflows to branch based on data or circumstances. Different actions can be triggered depending on whether specific criteria are met.
Automatic assignment - Leads and deals can be distributed to team members automatically. Assignment rules can be based on territory, lead source, availability, or other criteria.
5. Pipedrive AI-powered features
AI-powered report creation - The system analyzes sales data to generate insights and identify trends automatically. Reports can highlight patterns that might not be immediately obvious.
Smart-app recommendations - Integration suggestions appear based on usage patterns and business characteristics. The system recommends applications that might improve workflow efficiency.
Marketplace search - Natural language queries help locate relevant applications in Pipedrive's integration marketplace. You can search using everyday language rather than specific technical terms.
Email creation - AI assistance helps draft emails based on deal context and conversation history. The system generates message suggestions that can be edited and personalized.
Email summarization - Long email threads get condensed into key points automatically. This helps users understand conversation status without reading entire exchanges.
AI notifications - The system intelligently identifies important events and opportunities that require attention. This aims to surface critical activities while reducing information overload.
6. Insights and reports features
Reporting and analytics provide data visualization and performance tracking across various business metrics.
Visual dashboards - Data visualization occurs through charts, graphs, and summary displays. Basic dashboards are available on lower tiers, while full customization requires higher-tier plans.
Shareable dashboard links - Public links can be generated for dashboard sharing. External stakeholders can view data without requiring Pipedrive account access.
Dashboard collaboration - Team members can work together on dashboard creation and customization. This enables shared visibility into key performance metrics.
Report collaboration - Multiple users can contribute to report development and modification. The system supports collaborative analysis and insight generation.
Deal reports - Sales performance visualization covers pipeline metrics, conversion rates, and revenue tracking. Various chart types and filtering options are available.
Activity reports - Team productivity metrics track calls, emails, meetings, and other sales activities. This provides insight into individual and team performance patterns.
Product revenue forecast report - Future revenue projections are generated based on product performance and pipeline data. These forecasts help with business planning.
Deal revenue forecast report - Revenue predictions use pipeline information and historical closing patterns. The system calculates expected income based on deal probabilities.
Forecast view - Sales predictions include confidence intervals and probability adjustments. This provides a range of potential outcomes rather than single-point estimates.
Custom field reports - Analysis can be performed using business-specific data captured in custom fields. This enables tailored insights based on your unique requirements.
Company and user goals - Performance targets can be established and tracked for individuals and teams. Progress monitoring helps maintain accountability and motivation.
Team filters and goals - Department-specific performance tracking uses filtering to focus on relevant metrics. This enables granular analysis of different team segments.
7. Privacy and security
Security features protect data and control system access through various authentication and encryption methods.
World-class data storage - Enterprise-grade hosting provides data protection and backup systems. This operates across all plan tiers with consistent security standards.
SAML SSO (single sign-on) login - Identity management integration allows centralized authentication through existing enterprise systems.
Two-factor authentication (2FA) - Additional account security requires multiple authentication factors. This can be enabled across all plan tiers.
2FA enforcement - Administrative controls can mandate two-factor authentication for all users. This ensures consistent security practices across the organization.
SOC 2 compliant - The platform meets industry security standards for service organizations. This provides assurance about security practices and controls.
AES-256 encryption - Data protection uses industry-standard encryption for information in transit and at rest.
Visibility options - Data access can be controlled to restrict information visibility based on user roles and responsibilities.
Custom visibility groups - Granular access control creates specific data visibility rules. This feature is available on Premium and Ultimate plans.
Custom permission sets - Detailed user access management defines what actions users can perform. This also requires higher-tier plans.
Security dashboard - Centralized monitoring provides oversight of account security status and potential vulnerabilities.
Security alerts - Proactive monitoring generates notifications for suspicious activities. This feature is limited to Ultimate plans.
Security rules - Custom security policies can be implemented and enforced automatically. This advanced capability requires the highest plan tier.
Device history and audit log - Complete activity tracking records user actions and system access. This comprehensive logging is available only on Ultimate plans.
8. Mobile apps and integrations
Mobile functionality and third-party connections extend platform capabilities beyond the core web application.
Native mobile Android and iOS apps - Full CRM functionality is available on mobile devices with real-time synchronization across platforms.
Marketplace with 500+ integrations - Third-party application connections extend platform capabilities. Integration quality and features vary significantly between different applications.
Contact sync with Google and Microsoft - Address book synchronization maintains consistency between Pipedrive and external contact systems.
Calendar sync with Google and Microsoft - Appointment information synchronizes between Pipedrive and external calendar applications.
Chrome extension for Gmail - CRM functionality integrates directly into the Gmail interface. This allows CRM actions without leaving your email client.
Real-time sync across all devices - Information consistency is maintained automatically between desktop, mobile, and web applications.
Nearby contact location - Geographic information helps identify contacts near your current location. This can be useful for meeting planning and territory management.
Caller ID linked to deals and activities - Incoming calls are automatically associated with existing contacts and deals when using integrated phone features.
Automatic call logging - Phone conversations get recorded in the CRM when using integrated calling capabilities.
Web-to-mobile calls - Phone calls can be initiated from the web interface and routed to mobile devices.
9. Extra Pipedrive features
Additional features and support options provide varying levels of assistance and functionality.
App supports 24 languages - International language support accommodates global teams. Translation completeness varies between languages.
Online help center - Documentation and troubleshooting resources cover most common scenarios and questions.
Chatbot support - Automated assistance handles basic questions and initial troubleshooting. Complex issues typically get redirected to human support.
Live chat support - Human support availability varies by plan tier. Response times and quality can fluctuate during peak periods.
Phone support - Direct telephone assistance is available exclusively for Premium and Ultimate plan subscribers.
Personalized onboarding - Setup assistance helps new users implement the CRM effectively. The quality of onboarding depends on the assigned representative.
Dedicated customer success manager - Ongoing strategic guidance is provided for Ultimate plan subscribers who meet minimum seat requirements.
Pipedrive Developer Center access - Technical resources and documentation support custom integration development.
Non-developer sandbox account - Safe testing environments for configuration and integration testing are available only on Ultimate plans.
👉 For getting started guidance, see our how to use Pipedrive tutorial.
Pipedrive features limits
Leads and deals (per company) - You get anywhere from 2,500 to 20,000 leads and deals per user, with a company-wide maximum of 300,000 records regardless of plan tier.
Custom fields (per company) - Field limits start at 30 on Lite plans and go up to 500 on Ultimate subscriptions. These fields let you capture business-specific information beyond standard contact details.
Reports (per seat) - Report generation scales from 15 per user on basic plans to 500 on Ultimate. The jump between tiers is substantial.
Automations (per company) - Workflow automation ranges from 50 to 250 per company. These limits apply to your entire organization, not individual users.
If/else steps (per automation) - Conditional logic starts with 3 steps on Growth plans and expands to 20 on Ultimate for complex workflow branching.
Sequences (per company) - Email sequence limits begin at 5 on Growth plans and reach 50 on Ultimate subscriptions.
Email syncs (per seat) - Users can connect 1 to 5 email accounts depending on their plan tier.
Team inboxes (per company) - Shared inbox management includes 1 inbox on Premium plans and up to 5 on Ultimate.
Teams (per company) - Organization structure supports 15 teams on Premium plans and 25 on Ultimate.
Custom visibility groups (per company) - Access control groups range from 15 on Premium to 25 on Ultimate plans.
Custom permission sets (per company) - Permission management follows the same 15-25 pattern as visibility groups.
Custom scores (per company) - Lead scoring models are available on Premium (5 models) and Ultimate (10 models) plans only.
API tokens (per company) - API access provides 30,000 to 210,000 tokens per user, capped at 100 million tokens company-wide.
Zeeg: CRM built around advanced scheduling
Pipedrive offers a basic meeting scheduler, where your appointment booking ends up being just a secondary thing. But should that be happening? They're often the first contact between your prospect and your company.
That's why Zeeg builds your entire CRM around appointment management. Because that's how modern businesses actually operate. When a prospect books a meeting, they automatically become a qualified lead in your pipeline with all conversation notes permanently linked. No manual data entry, no lost information between systems.
Advantages over Pipedrive:
- Enterprise scheduling features - Round-robin distribution for 200+ users, multi-interviewer coordination, and intelligent conflict resolution that Pipedrive's basic scheduler simply can't match
- Unlimited custom objects - Build your perfect data structure without hitting Pipedrive's rigid limitations or paying enterprise prices
- True calendar integration - Native Google, Microsfot, Exchange and Apple Calendar support that goes far beyond Pipedrive's possibilities
- Full GDPR compliance - Your customer data stays in EU servers with built-in GDPR compliance, without compliance extra steps needed
👉 The result? Every appointment becomes trackable revenue opportunity with full conversion attribution from first click to closed deal.
