Pipedrive Review 2025
Pipedrive Project Management Plans & Pricing
Pipedrive Comparison
Expert Review
Pros
Cons
Pipedrive Project Management's Offerings
Pipedrive offers a Projects add-on to enhance its CRM capabilities with project management features.
This add-on is available for an additional cost of $6.70 per user per month when billed annually, or $8 per user per month when billed monthly. It includes functionalities such as project templates, multiple project Kanban boards, project automations, tasks and subtasks, and collaborative tools like files, notes, and mentions.
To access the Projects add-on, you’ll need to subscribe to one of Pipedrive’s main CRM plans: Essential, Advanced, Professional, Power, or Enterprise. Each plan offers a range of features tailored to different business needs:
- Essential Plan: $14/seat/month (billed annually) – Get organized with simple sales processes, lead management, and 400+ integrations.
- Advanced Plan: $24/seat/month (billed annually) – Includes full email sync, automation builder, and live chat support.
- Professional Plan: $49/seat/month (billed annually) – Features AI-powered Sales Assistant, e-signatures, and revenue forecasts.
- Power Plan: $59/seat/month (billed annually) – Adds project planning, advanced permissions, and 24/7 phone support.
- Enterprise Plan: $79/seat/month (billed annually) – Offers enhanced security, unlimited reports, and maximum automations.
And, of course, add $8 to each plan for Pipedrive Projects.
Customer Support
Pipedrive’s project management software offers a comprehensive support system that includes 24/7 assistance, multilingual support, and plenty of educational resources. This makes it a reliable choice for businesses looking for top project management tools with strong support.
Comprehensive Customer Support
When I tried out Pipedrive’s project management software, I was impressed by how easy it was to get help. The platform offers 24/7 support through email and live chat, which is a lifesaver when you need quick assistance. Depending on your plan, you can also access phone support, which is a great option for more complex issues. I found that the support reps were knowledgeable and genuinely helpful, making it easy to resolve any issues I encountered.
Multilingual Assistance
One thing I really liked about Pipedrive Projects is that their support is available in multiple languages, including English, Portuguese, German, French, and Spanish. This makes it a solid choice for businesses with teams spread across different regions, ensuring everyone can get help in their preferred language.
Educational Resources
I explored the educational resources offered by Pipedrive and found a treasure trove of useful content. There’s a detailed Knowledge Base with video tutorials, troubleshooting guides, and FAQs covering everything you need to know about the platform. Plus, the Pipedrive Academy offers courses and webinars that dive deeper into how to get the most out of the software.
Community Engagement
Another highlight for me was the Pipedrive Community forum. It’s a great place to connect with other users, share experiences, and get advice on best practices. I found that the community often provided practical solutions and tips, making it a valuable resource for any business owner using Pipedrive project management tools.
Features & Functionality
General Features
Pipedrive Projects offers a user-friendly experience with features like Kanban boards, automation, and detailed reporting. It’s a strong choice among best project management software options for businesses seeking a balance of customization, efficiency, and team collaboration in their project management approach.
I’ll go into detail about some of the features below:
- Kanban Board View
- Built-in Task Manager
- Project Templates
- Automation Tools
- Customization Options
- Collaboration Tools
- Mobile Accessibility
- Integration Capabilities
- Email Integration
- Reporting and Dashboards
- User Access and Permissions
- File Sharing and Document Collaboration
- Multi-language Support
- Storage Included
- Sales Capabilities
Kanban Board View
When I tested Pipedrive Projects, I found the Kanban board view to be a standout feature. It made visualizing projects and tracking progress easy. The customizable phases allowed me to adapt the view to match different workflows, making it an effective option for task management software.
Built-in Task Manager
I played around with the built-in task manager, and it was straightforward to set up to-do lists, assign tasks, and organize projects. This feature makes Pipedrive Projects a great choice for small businesses needing simple project management software without extra complications.
Project Templates
I found the project templates in Pipedrive Projects to be a real game-changer for repetitive workflows. The pre-built templates made it easy to set up new projects quickly and ensured consistency across similar projects. This feature is perfect for businesses looking to streamline their processes, minimize setup time, and maintain quality across tasks. These templates make Pipedrive Projects an excellent choice for teams aiming for efficiency in their project management software.
Customization Options
I was impressed by the customization options in Pipedrive Projects. From project boards to task fields, I could easily tailor the tool to fit specific needs. This flexibility makes it a strong contender for businesses looking for adaptable project management software.
Automation Tools
I tested the automation tools, and they significantly reduced manual work. From sending reminders to updating task statuses, these automations keep projects moving without constant oversight, making it one of the top project management tools for businesses focused on efficiency.
Collaboration Tools
The collaboration tools in Pipedrive Projects make teamwork seamless. With features like file sharing, notes, and tagging team members, the platform keeps everyone aligned without relying on external tools. It’s perfect for businesses needing project management apps that promote team efficiency.
Mobile Accessibility
I tested the mobile app, and it was as intuitive as the desktop version. I could update tasks and communicate with my team on the go. This makes Pipedrive Projects a solid choice for teams looking for best project management software for small businesses with mobile accessibility.
Integration Capabilities
I integrated Pipedrive Projects with other tools like Slack, and it worked seamlessly. This integration capability makes it a powerful PM software for businesses needing to connect multiple platforms into one centralized project management hub.
Email Integration
One of my favorite features was the email integration in Pipedrive Projects. Having all project-related emails centralized made it easier to track conversations and decisions, improving communication within teams and streamlining workflows.
Reporting and Dashboards
When I explored the reporting and dashboard features in Pipedrive Projects, I found them to be highly valuable for gaining insights into project performance. The real-time data visualization helped me track progress, identify potential bottlenecks, and measure team productivity.
This feature provides businesses with the critical information needed to make informed, data-driven decisions, enhancing overall project outcomes. It makes Pipedrive Projects a top contender for businesses focused on performance tracking with their project management software.
User Access and Permissions
The user access and permissions in Pipedrive Projects allow administrators to control who can see or edit information. This is a crucial feature for businesses needing secure project-tracking software that protects sensitive data while maintaining effective collaboration.
File Sharing and Document Collaboration
I found the file sharing and document collaboration features helpful in keeping all project resources centralized. This made it easier for teams to find and access important files, enhancing productivity and minimizing delays.
Multi-language Support
The multi-language support offered by Pipedrive Projects makes it a great choice for international teams. This feature promotes effective communication across regions, making it one of the best project management platforms for global businesses.
Storage Included
The included storage in Pipedrive Projects allows teams to store project files directly on the platform. This eliminates the need for external storage solutions, keeping things simple and reducing costs for businesses.
Sales Capabilities
Pipedrive provides sales personnel with full visibility of different sales pipelines. The sales interface displays the progress stages of each deal with complete details for the next actionable items.
The activity and goal feature allows users to track their pending activities in each pipeline. The custom sales reporting tools improve monitoring for both individual and team level targets.
Pipedrive also expands the analysis of sales data to generate visual reports, which helps improve sales tactics. You can also add a LeadBooster to grow your flexibility to qualify leads before they drift elsewhere. This is a helpful additive that improves your ability to make a sale.
Communication
Enhance team collaboration with integrated communication features.
Analytics & Reports
The Pipedrive software uses custom and highly organized reporting tools to monitor every team member individually and in a group setting. This promotes sales growth through visual charts, reports, and sales data analysis. Extensive visual reporting software improves the likelihood of turning every potential deal into a concrete sale.
The integration of this software is highly effective and efficient. The mailing system is seamlessly integrated amongst multiple email service providers, including Outlook, Gmail, and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account.
The solution also integrates with various leading CRM tools that transfer your contact details, communication history, and other information across applications. The solution also integrates with Google Maps, MailChimp, Trello, and Zapier.
Performance:
Pipedrive offers a performance-driven project management platform that combines speed, reliability, and a rich feature set to support businesses in achieving their project goals effectively.
Performance Overview
When I explored Pipedrive’s project management software, I found it to be a reliable and efficient tool for managing tasks and projects. The platform offers a range of features designed to streamline workflows and enhance team collaboration.
Speed and Reliability
Pipedrive operates smoothly, with quick load times and responsive interfaces. During my testing, I experienced minimal lag, even when managing multiple projects simultaneously. This responsiveness is crucial for maintaining productivity and ensuring that teams can access the information they need without delay.
Task Management and Templates
The software includes a built-in task manager that allows users to organize workflows and set unique project phases. Creating to-do lists with tasks and subtasks is straightforward, and the ability to assign labels and custom fields helps in categorizing and filtering tasks effectively. Additionally, Pipedrive offers project templates, enabling teams to quickly set up new projects without starting from scratch.
Key Features
- Kanban Boards: Visualize project progress with customizable Kanban boards, making it easy to track tasks and ensure projects stay on course.
- Automation Tools: Automate repetitive tasks to save time and reduce manual effort, allowing teams to focus on more strategic activities.
- Email Integration: Sync emails to keep all communication in one place, enhancing collaboration and ensuring that important information is easily accessible.
- Customization Options: Tailor the platform to fit your business needs with customizable project boards and data fields, ensuring that the tool adapts to your workflow.
Business Benefits
Implementing Pipedrive’s project management tools can lead to improved efficiency and collaboration within teams. The platform’s intuitive design and comprehensive features make it a strong contender among the best project management software options available, particularly for small businesses seeking a scalable solution.
Ease Of Use:
When I tested Pipedrive’s project management software, I found it easy to use with an intuitive interface. The layout is simple and clean, making it easy for new users to get started. There’s no need for extensive research or training to navigate the system, which is a huge advantage for small businesses looking for the best project management software.
Getting Help When Needed
If you ever get stuck, Pipedrive has a helpful set of tutorials and live chat support that makes troubleshooting a breeze. You can also easily search the platform for answers to common questions.
Learning Curve
Because of its user-friendly design and support resources, there’s no significant learning curve. This makes Pipedrive an excellent option for teams in need of reliable and easy-to-use task management software. The combination of simplicity, accessibility, and helpful resources makes Pipedrive Projects stand out among top project management tools.
Uniqueness:
What sets Pipedrive Projects apart is its focus on sales-driven project tracking, combining pipeline visualization, automation tools, and seamless email integration for a streamlined approach to managing projects and deals.
Verdict:
Pipedrive Projects software is a state of the art technological achievement that enables your business to grow and thrive by making and creating complex and simple sales. This is possible through the organization and accommodating services this software provides.
With high functionality amongst the various tools within Pipedrive Projects you can streamline every deal you make to increase your sales. This highly innovative cloud-based software is an industry-leading application that expands the scope you can access and reach potential clients. This software is user friendly while expanding your sales reach to a global clientele.
Because there is full visibility of your sales you can easily organize and assign tasks for your team and reach deadlines in a reliable and distinguishable manner.
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