Can I import data from other CRMs like Salesforce or HubSpot?

Yes. Pipedrive provides native import tools for CSV and Excel files, and direct import templates designed for Salesforce, HubSpot, and Zoho CRM. The import wizard maps your fields to Pipedrive's fields with a preview step. For advanced migration, Pipedrive's API and professional services (Enterprise plan) can handle custom data migrations. Most imports take 30-60 minutes for up to 10,000 records.

Does Pipedrive integrate with Gmail and Outlook?

Yes. The Pipedrive for Gmail extension (Chrome) and Pipedrive for Outlook add-in provide two-way email sync, email tracking (open and click notifications), and the ability to create contacts and deals directly from your inbox. The sync is bidirectional — emails sent from Pipedrive appear in your Gmail/Outlook Sent folder and vice versa. It works with Gmail, Google Workspace, Outlook 365, Outlook.com, and Exchange.

What AI features does Pipedrive offer?

Pipedrive's AI Sales Assistant (Professional and Enterprise plans) offers: deal risk scoring to flag stalled deals, next-step recommendations based on historical win patterns, AI-powered email reply drafting, automated weekly sales summaries for managers, and optimal contact time suggestions based on engagement history. The AI is purpose-built for sales workflows and provides practical, actionable insights.

Is there a free plan or free trial?

Pipedrive does not offer a permanent free plan, but it provides a 14-day free trial with full access to the plan you want to evaluate (Essential, Advanced, or Professional). No credit card is required for the trial. There is no free tier equivalent to HubSpot Free CRM or Zoho CRM Free Edition.

Does Pipedrive have a mobile app?

Yes — and it is excellent. The Pipedrive mobile app is available on both iOS and Android and offers near-full parity with the web version. You can view and move deals through pipelines, manage contacts, log calls (with automatic call detection), send and track emails, schedule activities, view reports, and receive push notifications. Offline mode lets you access and edit data without an internet connection.

Can I track emails and see when someone opens them?

Yes. Pipedrive's email tracking feature sends you real-time notifications when a recipient opens your email or clicks a link. Opens are tracked via an invisible tracking pixel; link clicks are tracked via link wrapping. You can see the full email engagement history on each deal and contact page.

Is Pipedrive secure and GDPR compliant?

Yes. Pipedrive is SOC 2 Type II certified and fully GDPR compliant. Data is encrypted in transit (TLS 1.3) and at rest (AES-256). Pipedrive stores data in Google Cloud Platform data centers with locations in the US and EU. Enterprise plans add SSO/SAML, advanced permissions, audit logs, and custom data retention policies.

How does Pipedrive's pricing compare to HubSpot and Salesforce?

Pipedrive is significantly more affordable. Pipedrive Professional costs $49/user/month (annual billing). HubSpot Sales Hub Professional costs $90/user/month — nearly double. Salesforce Sales Professional costs $80/user/month. For a 10-person sales team, switching from HubSpot Pro to Pipedrive Pro would save over $4,900 per year.

Does Pipedrive support multiple currencies and languages?

Yes. Pipedrive supports over 15 languages including English, Spanish, French, German, Portuguese, Italian, Dutch, Russian, and Japanese. The interface language can be set per user. For currencies, you can set deals in any currency and Pipedrive converts them to your base currency for reporting. Each deal can have its own currency setting.

Can I automate workflows and repetitive tasks in Pipedrive?

Yes. Pipedrive's workflow automation tool (Advanced and higher plans) uses a visual builder to create if-this-then-that rules. For example: 'When a deal moves to Proposal Sent stage, send a follow-up email and create a task to call in 3 days.' Advanced plans include up to 10 active automations; Professional and Enterprise have unlimited automations.

What is LeadBooster and do I need it?

LeadBooster is a paid add-on ($32.50/month per company) that bundles a website chatbot, live chat, customizable web forms, and a meeting scheduler. It turns your website into a lead generation machine and captures contacts directly into Pipedrive. If you rely on website inbound leads and want faster response times, LeadBooster is a worthwhile investment.

Does Pipedrive offer a meeting scheduler?

Yes — LeadBooster includes a built-in meeting scheduler that syncs with your Google Calendar or Outlook Calendar. Prospects can view your available time slots and book meetings directly. The scheduler automatically creates a new deal and contact in Pipedrive. The Advanced plan includes a standalone meeting scheduler without requiring the full LeadBooster add-on.

Pipedrive Review 2026: The Best Sales CRM for Closing More Deals?

Pipedrive Review 2026: The Best Sales CRM for Closing More Deals? | Nest Digital Studio