{
 "schema_version": "1.0",
 "id": "pipedrive",
 "name": "Pipedrive",
 "research_status": "researched",
 "vendor_domain": "pipedrive.com",
 "category": "Growth & Revenue",
 "task": "Sales outreach, leads & CRM",
 "summary": "Sales-first CRM built around a visual pipeline: track deals, automate follow-ups and forecast revenue — designed for small and mid-size sales teams. A native MCP server (launched mid-2026) connects it to AI assistants like ChatGPT and Claude for natural-language CRM actions.",
 "best_for": "sales teams that want a simple, visual pipeline they can use on day one, with a separate marketing tool already in place",
 "skip_if": "you want marketing automation in the same tool (HubSpot) or need built-in outbound prospecting",
 "honest_knock": "Pipedrive manages what happens after a lead enters your pipeline — it doesn't do outbound prospecting or marketing, so you'll pair it with a separate tool for that. As you scale and need sales, marketing and support data joined up, its sales-only focus starts to lean on add-ons.",
 "pricing": {
  "status": "public",
  "entry_price": "$14",
  "entry_price_terms": "Lite, per seat · per seat a month billed annually",
  "from_price_usd_month": 14.0,
  "plans": [
   {
    "name": "Lite",
    "price": "US$14 per seat/mo billed annually",
    "includes": "pipeline, calendar and lead management, AI report creation"
   },
   {
    "name": "Growth",
    "price": "US$39 per seat/mo billed annually",
    "includes": "full email sync, automations, forecast reports"
   },
   {
    "name": "Premium",
    "price": "US$59 per seat/mo billed annually",
    "includes": "lead routing, custom scoring, contracts and e-signatures"
   },
   {
    "name": "Ultimate",
    "price": "US$79 per seat/mo billed annually",
    "includes": "account security rules, phone and email enrichment, sandbox"
   }
  ],
  "plans_source": "hand-curated from the vendor's pricing page",
  "notes": "(read 2026-08-26 on pipedrive.com/pricing over a US connection; the monthly column below is our 2026-08-16 reading from the EU) Four seat-based plans. Billed annually they are US$14, US$39, US$59 and US$79 per seat per month — which is one payment of $168, $468, $708 or $948 per seat per year, since Pipedrive charges the year up front. The page advertises that annual billing saves up to 42%. Read from the Netherlands the same column reads €14, €39, €59 and €79: the numbers do not convert, they are simply reprinted with a different symbol, so a European pays materially more for the same seat. We could not get the monthly column to render from the US on three attempts, so this is the annual view only — by Pipedrive's own 42% figure, paying month to month costs meaningfully more. The trial is 14 days with no credit card, though the affiliate landing page our own link leads to advertised 30 days, with LeadBooster, Smart Docs and Projects included, when we followed it on 3 September 2026. LeadBooster, Projects, Campaigns, Web Visitors and Smart Docs are optional paid add-ons on top, from €13.33 for Campaigns up to €41 for Web Visitors — and those add-ons are where a Pipedrive bill usually stops matching the number you picked off this page.",
  "verified_at": "2026-08-26",
  "source_url": null
 },
 "free_plan": false,
 "free_plan_evidence": null,
 "cost_traps": [
  {
   "id": "per_seat",
   "label": "Per-seat pricing",
   "evidence": "Billed annually they are US$14, US$39, US$59 and US$79 per seat per month — which is one payment of $168, $468, $708 or $948 per seat per year, since Pipedrive charges the year up front.",
   "verified_at": "2026-08-26",
   "source_url": null
  },
  {
   "id": "addons_extra",
   "label": "Key features are paid add-ons",
   "evidence": "LeadBooster, Projects, Campaigns, Web Visitors and Smart Docs are optional paid add-ons on top, from €13.33 for Campaigns up to €41 for Web Visitors — and those add-ons are where a Pipedrive bill usually stops matching the number you picked off this page.",
   "verified_at": "2026-08-26",
   "source_url": null
  },
  {
   "id": "annual_lock",
   "label": "Annual commitment",
   "evidence": "The page advertises that annual billing saves up to 42%.",
   "verified_at": "2026-08-26",
   "source_url": null
  }
 ],
 "compare_with": {
  "name": "HubSpot",
  "why": "the all-in-one platform with marketing built in"
 },
 "links": {
  "record": "https://aibuildermarketplace.com/api/v1/products/pipedrive.json",
  "review": "https://marketingandsalessoftware.com/pipedrive-review.html",
  "marketplace": "https://aibuildermarketplace.com/marketplace/pipedrive/",
  "vendor_site": "https://pipedrive.com"
 },
 "purchase": {
  "seller": "the vendor",
  "how": "AIBuilder Marketplace does not sell this software. Sign up, start a trial or buy on the vendor's site.",
  "handoff_url": "https://aff.trypipedrive.com/aqpvm5cn8eu0",
  "affiliate": true,
  "disclosure": "Where purchase.affiliate is true, purchase.handoff_url is an affiliate link: AIBuilder Marketplace may earn a commission at no extra cost to the buyer. Commission never changes what a record says, and products are not ranked by commission. Where it is false the link is the vendor's plain site."
 },
 "provenance": {
  "research": "hand-researched dossier, read on the vendor's own pages",
  "researched_since": "2026-07",
  "method": "https://aibuildermarketplace.com/how-we-review/",
  "license": "CC BY 4.0. Credit 'AIBuilder Marketplace' with a link to https://aibuildermarketplace.com/atlas/.",
  "note": "A rebuild is not a new measurement: pricing.verified_at is the date that matters."
 },
 "cost": {
  "status": "not_yet",
  "engine": "https://aibuildermarketplace.com/agents/#cost",
  "rules": null,
  "growth": null
 },
 "unknowns": [
  "Contract terms (cancellation, data export, data location, minimum seats) are not researched as separate fields; pricing.notes mentions them only where the vendor's pricing page does.",
  "No computable price rules yet: cost at a given team size cannot be calculated for this product.",
  "Not tested hands-on by us: what the product does comes from the vendor's pages and our reading of them."
 ],
 "task_evidence": null,
 "open_questions": [
  {
   "question_id": "pipedrive:cancellation_terms",
   "key": "cancellation_terms",
   "question": "Can a customer cancel at any time, and what happens to an annual plan that is cancelled mid-term?",
   "status": "open"
  },
  {
   "question_id": "pipedrive:data_export",
   "key": "data_export",
   "question": "Which data can a customer export, in which formats, on which plans?",
   "status": "open"
  },
  {
   "question_id": "pipedrive:data_location",
   "key": "data_location",
   "question": "Where is customer data stored, and can a customer choose the region?",
   "status": "open"
  },
  {
   "question_id": "pipedrive:minimum_seats",
   "key": "minimum_seats",
   "question": "Is there a minimum number of seats or users on any plan?",
   "status": "open"
  }
 ],
 "vendor_answers": [],
 "agent_channels": {
  "vendor_mcp": {
   "what": "Native server built and maintained by Pipedrive: search deals, contacts, organisations and leads, create and update records, convert leads to deals and schedule follow-ups. Actions follow your existing permissions and land in Pipedrive's change log.",
   "plan": "\"All Pipedrive customers, on every plan.\" Usage is capped by token limits that depend on your plan, and you can buy extra tokens. Pipedrive has no free plan.",
   "status": "Live",
   "source": "https://www.pipedrive.com/en/features/mcp-server",
   "checked": "2026-07-28",
   "note": "The vendor's own MCP server, from our MCP research; it works with your own account at the vendor."
  },
  "agent_checkout": {
   "status": "not_found",
   "detail": "No explicit support for purchases by AI agents on the vendor's own pages.",
   "checked_at": "2026-10-07",
   "method": "homepage, /pricing and the pricing page we cite, read as plain HTML (no JavaScript) and searched for explicit support of purchases by AI agents: Agentic Commerce Protocol, Instant Checkout, Agent Payments Protocol, buy in ChatGPT, agentic checkout"
  }
 },
 "task_scope": {
  "scope": "crm",
  "label": "CRM (contacts, deals and pipeline)",
  "why": "Sales-first CRM built around a visual pipeline: track deals, automate follow-ups and forecast revenue — designed for small and mid-size sales teams.",
  "source": "our dossier",
  "phrases": [
   "crm",
   "a crm",
   "sales crm",
   "simple crm",
   "small business crm",
   "customer relationship management",
   "pipeline management",
   "track deals",
   "manage deals",
   "contact management"
  ]
 }
}