When selecting a CRM for your sales team, finding the right balance of features and cost is essential. Pipedrive's Professional plan has become their most popular option for good reason – it offers advanced functionality without overwhelming complexity. We'll explore what the Professional plan includes, how it stacks against other plans from Pipedrive pricing structure, and whether it's the right fit for your sales team(s).
We’ll also introduce Zeeg as an advanced scheduling solution that integrates with Pipedrive, but more on that later. For now, let’s now see how Pipedrive's Professional tier works, to help you make an informed decision.
What is Pipedrive's Professional plan?
Pipedrive's Professional plan sits in the middle of the five Pipedrive pricing tiers, offering a balance of advanced features beyond their basic options without the premium cost of their top-tier plans. It's designed for established sales teams looking to optimize their processes with more sophisticated tools.
Pipedrive made this tier with a clear use case in mind: it should be for growing sales teams with the tools they need to scale operations without adding administrative burden. As organizations move beyond the startup phase, their sales processes typically become more structured, requiring better reporting, more automation, and enhanced team coordination. The Professional plan addresses these evolving needs by building upon Pipedrive's core visual pipeline while adding capabilities that support more complex sales operations and team structures.
Unlike enterprise CRMs that often require dedicated administrators, the Professional plan maintains Pipedrive's user-friendly approach while introducing more powerful features. This makes it particularly valuable for teams in that critical growth phase where sales complexity is increasing but dedicated CRM resources aren't yet justified.
Pipedrive pricing structure overview
Before diving into the specifics of Pipedrive Professional, let's understand how Pipedrive structures its pricing:
All pricing is per user (or "seat"), meaning you pay for each team member who needs access to the system. This per-seat model is standard among most CRM platforms but important to consider when calculating total costs.
The Professional plan is priced at €49 per user per month when billed annually, or €69 per user per month when billed monthly. This represents a 29% discount for annual billing, making it significantly more cost-effective for teams planning to use Pipedrive long-term.
For a team of five salespeople on annual billing, the Professional plan would cost: 5 users × €49 = €245 per month (€2,940 per year)
The same team on monthly billing would pay: 5 users × €69 = €345 per month (€4,140 per year)
The annual difference of €1,200 makes a compelling case for annual billing if you're confident in your commitment to the platform.
Key features of Pipedrive's Professional plan
The Professional plan builds on Pipedrive pipeline core features, adding several more to to help sales teams work more efficiently. But let's have a look.
1. Advanced lead management capabilities
These features are meant to capture more detailed lead information and ensure leads get to the right team members promptly.
- Custom fields in pipelines: Up to 300 Pipedrive custom fields, compared to just 30 in the Essential plan and 100 in the Advanced, allowing for more detailed lead information
- Important fields: You can designate certain fields as particularly important to make sure critical data is always collected
- Lead routing and automation: Leads can get automatically assigned to team members based on predefined rules
- Product catalog management: Track which products are associated with which deals
- Product subscriptions and installments: Manage recurring revenue streams more effectively
2. AI-powered sales tools
For busy sales teams, AI can significantly reduce time spent on administrative tasks while improving response quality.
- AI Sales Assistant: With this feature, patterns and high-potential deals get identified easily, while you’ll also get suggestions next actions to prioritize
- AI email creation: Generates personalized emails from simple prompts, saving valuable writing time
- AI email summarization: Provides brief overviews of email threads to quickly understand the essentials
3. Enhanced contract management
These features create a more seamless experience when moving deals toward closing, reducing the need to switch between multiple systems.
- Contract and proposal management: You can create, send, and track quotes, proposals, and contracts directly within Pipedrive
- E-signatures: Allows contacts to sign documents electronically, eliminating printing and scanning
- Deal card customization: Customizes what information appears prominently on deal cards to match your workflow
4. Advanced reporting and forecasting
These reporting tools help sales managers make more informed decisions about resource allocation and strategy.
- Detailed revenue forecasts: Based on historical sales data, they predict future deal values
- Products revenue forecast: You can track projected revenue by specific products
- Visual dashboards: Create unlimited custom dashboards rather than the single dashboard allowed in lower tiers
- Deal forecasting: More accurately predict when deals will close
5. Team collaboration features
Everyone on the team has the information they need and can communicate effectively with prospects.
- Group emailing: To send emails to multiple contacts at once
- Email templates: Create standardized email templates for common scenarios
- Two-way email sync: Emails are always synchronized between Pipedrive and your email system
- Multiple email accounts sync: Connecting multiple email accounts per user
- Video call scheduling: You can schedule video calls directly from Pipedrive
6. Workflow automation
Pipedrive workflow automation can save substantial time on repetitive tasks and make sure there’s consistent follow-up with prospects.
- 60 active automations per user (compared to 30 in Advanced and none in Essential)
- Delay and wait for steps: Creates multi-stage automations with timed delays
- Smart Contact Data: Automatically updates contact information
- Scheduled emails: Set up emails to send at specific future times
- Recurring products: Managing subscription-based offerings
Privacy and security
For sales teams handling sensitive client information, security isn't just a technical requirement – it's a business necessity that directly impacts client trust and regulatory compliance.
The security features included in the Professional plan address both external threats and internal data governance needs. The combination of two-factor authentication and user access logs, for example, not only protects against unauthorized access but also provides accountability for data handling within your organization. This becomes particularly important in industries with specific compliance requirements like financial services or healthcare, where demonstrating proper access controls is often mandatory.
SAML SSO integration addresses another common pain point for growing organizations: managing multiple sets of credentials. By connecting Pipedrive to your existing identity provider, you can enforce consistent password policies and simplify the onboarding/offboarding process. When an employee leaves the organization, removing their access through your central identity system automatically revokes their Pipedrive access as well.
Data encryption protects information both in transit and at rest, meaning your sensitive deal information and client details remain secure whether being accessed or stored. For businesses that operate in multiple jurisdictions with different privacy requirements, these security features help maintain compliance without creating separate systems for different regions.
How the Professional plan compares to other Pipedrive tiers
To help you decide if Professional is the right choice, let's look at its usafe limits and capacities, and let's compare it to the other Pipedrive tiers.
Usage limtis and capacities
- Open deals: 100,000 (vs. 10,000 in Essential and 3,000 in Advanced)
- Custom fields: 300 per company (vs. 30 in Essential and 100 in Advanced)
- Reports per user: 150 (vs. 15 in Essential and 30 in Advanced)
- Active automations per user: 60 (vs. 0 in Essential and 30 in Advanced)
- Delay and wait for steps per automation: 10 (vs. 3 in Advanced, not available in Essential)
- Active email syncs per user: 2 (vs. 1 in lower tiers)
- AI tokens: 90,000 x paid users (for AI-powered features)
Professional vs. Essential
Moving from Essential to Professional gives you:
- More custom fields (300 vs. 30)
- Unlimited visual dashboards instead of just one
- Important fields designation
- Contract management with e-signatures
- Revenue forecasting
- AI email creation and summarization
- Delay-based automations
- Two-way email sync
Essential might be sufficient for individual salespeople or very small teams with basic needs, but Professional offers significantly more capability for established sales operations.
Professional vs. Advanced
The jump from Advanced to Professional adds, on top:
- More custom fields (300 vs. 100)
- More reports per user (150 vs. 30)
- More active automations (60 vs. 30)
- Revenue forecasting features
- AI email summarization
- Required fields
- Formula fields
- Pipeline-specific custom fields
- Product subscriptions management
- Unlimited general availability scheduling links
For teams that have outgrown basic pipeline management and need more advanced automation and customization, the upgrade from Advanced to Professional is often worthwhile.
Professional vs. Power/Enterprise
These are things you won’t get with the professional plan, but rather with higher tiers.
- Additional users and contacts
- Custom permission sets (Power/Enterprise)
- Custom visibility groups (Power/Enterprise)
- Contacts timeline (Enterprise only)
- Additional security features
- 24/7 phone support (vs. business hours)
- Automatic assignment (Enterprise only)
- Pipeline-specific custom fields (Enterprise only)
The primary reasons to consider higher tiers are either for larger team sizes, advanced security needs, or very complex sales processes needing extensive customization.
Add-ons and extras
Several add-on features are available at additional cost:
- LeadBooster (€32,5): Enhanced lead generation tools (not included in Professional)
- Web Visitors (€41): Website visitor tracking (not included in Professional)
- Projects (6,70€): Project management capabilities (not included in Professional)
- Campaigns (13,33€): Email marketing features (not included in Professional)
- Smart Docs (32,15€): Document management (included in Professional)
Note that Smart Docs is included in the Professional plan but would be an add-on for Essential or Advanced plans. However, the other add-ons aren’t included, though they come with the more advanced pricing tiers (Power and Enterprse).
*These prices are per company per month, and are billed annually.
Who should choose the Professional plan?
Pipedrive's Professional plan is particularly well-suited for:
- Small to medium-sized businesses with established sales teams: Teams that have moved beyond basic prospecting and need more structured sales processes
- Companies with moderate customization needs: Businesses that need custom fields and workflow automations but don't require the extensive customization of enterprise-level platforms
- Teams that value visual reporting: The unlimited dashboards feature is ideal for teams that rely on data visualization for decision-making
- Businesses that handle contracts within the sales process: The e-signature and contract management features streamline the closing process
- Companies looking to scale their sales operation: The automation features help teams maintain quality as they grow without proportionally increasing administrative work
Integrating Pipedrive with scheduling tools
While the Professional plan includes basic scheduling capabilities with its Pipedrive Meeting Scheduler, many teams need more advanced appointment scheduling features. This is where dedicated scheduling tools like Zeeg can improve your Pipedrive experience.
Through Zapier, Zeeg integrates with Pipedrive to trigger actions in your CRM once your meetings get booked on Zeeg.
But here's some of the highlghts of what Zeeg offers:
- Round robin distribution for Advanced team scheduling
- Smart routing to assign meetings based on lead characteristics
- Automated workflows for appointment reminders and follow-ups
- GDPR-compliant data handling with end-to-end encryption
- Calendar integration across multiple platforms (Google, Apple, Microsoft)
By combining Pipedrive's CRM capabilities with Zeeg's specialized scheduling features, sales teams can create a more cohesive workflow from initial contact through to closed deals.
Potential limitations of the Professional plan
While the Professional plan offers excellent value for many businesses, it does have some limitations to consider:
- No unlimited general availability scheduling links: The Professional plan gives you one general availability scheduling link, while the Enterprise plan provides unlimited links
- Limited custom permission sets: The Professional plan doesn't offer the same level of permission customization as the higher tiers, which might be important for larger organizations
- No contacts timeline: The contacts timeline feature, which provides a comprehensive history of all interactions, is only available in the Enterprise plan
- No automatic assignment: Automatic lead assignment based on rules is only available in the Enterprise plan
- No custom visibility groups: The ability to create custom visibility groups is only available in higher tiers
For most small to medium-sized businesses, these limitations won't probably impact operations, but they're worth considering if your team has specific needs in these areas.
Setting up your Pipedrive Professional account
If you decide to proceed with Pipedrive Professional, here's a quick start guide:
- Sign up for the 14-day free trial: Pipedrive offers a full-featured trial of the Professional plan with no credit card required
- Import your existing data: Use Pipedrive's import tools to bring in contacts, deals, and activities from your current system
- Customize your pipeline: Set up stages that match your sales process and add custom fields relevant to your business
- Set up automations: Configure workflow automations to handle repetitive tasks
- Connect your email: Amongst the many integrations availalble with Pipedrive, you can connect your email to enable two-way synchronization
- Create dashboard reports: Build custom dashboards for different team members and roles
- Train your team: Utilize Pipedrive's extensive documentation and videos to get everyone up to speed
This careful setup process will help you get the most value from your investment in the Professional plan.
Implementation and onboarding process
The implementation journey for Pipedrive Professional typically follows a predictable pattern, though individual experiences vary based on team size and sales complexity. Understanding common challenges and best practices can help ensure a smooth transition.
During the initial setup phase, teams often struggle with defining their ideal sales process stages. Many organizations have multiple informal sales processes that have evolved over time, and standardizing these into a single pipeline (or multiple aligned pipelines) requires thoughtful discussion among sales leaders. The most successful implementations involve key stakeholders early, getting buy-in on pipeline definitions before technical setup begins.
Data migration presents another common challenge. Rather than attempting to import your entire sales history at once, successful teams often start with active deals and contacts, then gradually bring in historical data as needed. This approach allows you to begin using the system quickly without getting bogged down in data cleaning.
Training rarely follows a one-size-fits-all approach. While Pipedrive's interface is intuitive, different team members will adapt at different rates. Creating role-specific training materials that focus on each person's daily workflows rather than comprehensive system knowledge helps accelerate adoption. For example, sales representatives might focus first on deal management and activity tracking, while managers might prioritize dashboard creation and forecasting tools.
Should you choose Pipedrive Professional?
The Professional plan represents a sweet spot in Pipedrive's pricing structure for many businesses. It offers significant advantages over the Essential and Advanced plans without the higher cost of the Power and Enterprise tiers.
Here's a simple decision framework:
- Choose Essential if you're a solo salesperson or very small team with basic needs
- Choose Advanced if you need some email and marketing automation and other basic capabilities
- Choose Professional if you need enhanced reporting, contract management, and more sophisticated automations
- Choose Power/Enterprise if you have complex permission requirements or very large teams
For most growing sales teams, the Professional plan provides the best balance of features and cost. The additional capabilities it offers over the lower tiers typically justify the price difference, while the features exclusive to higher tiers are often only necessary for larger organizations.
Comparison with competitors
If you're looking for alternatives to Pipedrive, you might find better deals with other companies. But it's bette to compare them well. Understanding how these differences impact your team's workflow is crucial for making the right choice.
- Pipedrive vs Salesforce
- Pipedrive vs Hubspot
- Pipedrive vs Trello
- Pipedrive vs Monday
- Pipedrive vs Zoho CRM
- Pipedrive vs Keap (ex-Infusionsoft)
- Pipedrive vs Salesmate
- Pipedrive vs Zendesk
- Pipedrive vs Freshsales
When comparing Pipedrive Professional to Salesforce, you're probably looking at Salesforce Standard or Salesforce Premium. Either way, the contrast in terms of implementation is striking. While Salesforce typically requires weeks or months of setup and configuration, often with consultant support, Pipedrive can be operational within days. For growing businesses without dedicated CRM administrators, this difference will impact time-to-value and team adoption rates.
The price gap between Pipedrive and HubSpot at the Professional tier ($49/user vs. $90/user for a 5-person team) represents more than just budget considerations – it reflects different approaches to sales technology. HubSpot is more marketing-centric with other content tools, while Pipedrive focuses on sales workflows and visualizations. So, take note: teams that need sales process management without integrated marketing tools will find Pipedrive's focused approach more cost-effective. Unless you end up getting Pipedrive's add-ons, of course.
Now let's look at Pipedrive vs Zoho CRM. Zoho's lower price point comes with tradeoffs in user experience and sales-specific visualizations. Sales teams that spend hours each day in their CRM often report that Pipedrive's intuitive pipeline view and activity-based approach better match how they naturally think about their sales process, potentially justifying the modest price premium over Zoho.
Conclusion: Is Pipedrive Professional worth it?
Pipedrive's Professional plan offers a compelling combination of advanced features at a mid-range price point. For established sales teams looking to optimize their processes through better automation, reporting, and contract management, it represents excellent value.
When combined with specialized tools like Zeeg for advanced scheduling needs, Pipedrive Professional creates a powerful sales tech stack that can drive significant business growth without the complexity or cost of enterprise-level systems.
For most growing sales teams, Pipedrive Professional hits the sweet spot of functionality, usability, and price, making it worthy of its position as Pipedrive's most popular plan.
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