Pipedrive for Real Estate | Reviews and Pricing | 2024
Pipedrive is a large and growing CRM company targeting small businesses and professionals. While not designed specifically for real estate, its CRM is very easy to use and definitely adaptable to the needs of real estate brokerages and agents. It is laser-focused on being a good CRM instead of having the extras that some CRMs stuff into their solutions.
Pipedrive was founded in 2010 and is headquartered in New York City, NY.
Welcome to your one-stop shop for Pipedrive reviews!
Your Reviews
Pipedrive
| 5 star | 0% | |
| 4 star | 0% | |
| 3 star | 0% | |
| 2 star | 0% | |
| 1 star | 0% |
Sorry, no reviews match your current selections
Use Pipedrive if…
- You want a clean, simple, lightweight, and impossible to screw up contact management software
- You don’t need something that tries to be all things to all people and instead just does CRM software well
Skip Pipedrive if…
- You want something similar but built more specifically with real estate in mind (consider Follow Up Boss)
- You want a more sophisticated enterprise-level CRM that can be customized and tailored to your specific needs (consider Keap)
- It’s missing all the real estate gadgets, tricks, and integrations you want in a CRM (consider LionDesk)
Best Features
Excellent User Interface
Usability is, in my opinion, the most important feature in a sales CRM. Or any software for that matter.
If you don’t use it, then it doesn’t matter how powerful or customizable it is. You’re just wasting money.
Pipedrive is a very usable CRM.
The Kanban board dashboard view is a personal favorite, though that is a personal preference and you may feel differently.
The Activities tab is an easy spot to view and execute your sales activities, crushing through your to-do list in no time.
Pipedrive of course also has a mobile app which is also easy-to-use while on the go.
Scheduler
Pipedrive doesn’t have a lot of frills or distractions, but one “extra” is a pretty neat feature – the Scheduler.
In the Scheduler, you can outline the times you are available, synced with your Google calendar. Then you can share a link with a would-be customer who can then pick a time that works for them. No more “Are you available x?” back and forth.
This has amazing utility for a real estate agent who can send the link out to new leads, encouraging them to set up their buyer consultation or listing presentation right away.
Email Integration
Connect your email, which will then live inside of Pipeline.
And once you connect your contacts, their emails with sync with those contacts so that your most recent email communication is always at your fingertips.
Biggest Pitfalls
It Is Just a CRM
It is not a marketing platform. It is not a transaction management software. It is not a brokerage backend. It does not have the tools to support these things, and would take significant jiggering to make it work as such.
If you are using Pipedrive, it is because you really like it as a CRM, and use other tools for your social media, lead generation, print marketing, transaction management, and more.
Pipedrive is designed to help you follow up consistently with your buyers and sellers. That is all.
Not Real Estate Specific
You absolutely can use Pipedrive for real estate. In fact, of the CRMs that are small business CRMS and not real estate specific, Pipedrive is, in my opinion, one of the most easily adapted to basic real estate CRM needs.
But it still doesn’t have some real estate features that other CRMs have like MLS integration or transaction management, and that might be a disadvantage if you are looking for something out-of-the-box real estate ready.
Few Automations
It does have important workflow automations, but they are not as robust as what you might find with other CRMs like Infusionsoft, Active Campaign, or Realvolve. Workflows most often trigger when moving between sales pipeline to another, and it’s not easy to simply add a contact to a new workflow.
Nor is the CRM system designed to handle your email marketing automations. It can if you work it, but in reality you are probably best off using their integrated partners to work that for you.
No Templates
With the Gold and Platinum subscription, you can create email templates. And there are a few premade ones. But very few.
Similarly, workflow automations exist, but there are no premade automation templates, so be prepared to bring your own and spend some time creating those for your real estate business.
If you are the type of agent who wants a massive library of newsletter materials, email templates, and prefab workflows, you are out of luck.
Pipedrive Pricing*
- $15/mo for the Essential Plan
- $28/mo for the Advanced Plan
- $50/mo for the Professional Plan
- $65/mo for the Power Plan
- $99/mo for the Enterprice Plan
- Free trial
The basic subscription is $15/mo per user for the Essential plan, which includes the calendar and dashboard.
The Advanced plan runs $25/mo per user and adds the email sync, Scheduler, smart contact data, and workflow automation.
The Professional plan adds e-signature options and more reporting.
The Enterprise plan adds visibility settings and more support.
Pipedrive offers a free 15-day trial.
*This is current to the best of my knowledge at the time of this writing. Contact the vendor directly to check current prices, discounts, and terms.
My Personal Recommendation
I am very impressed with Pipedrive, though it’s definitely only for agents with a very specific need.
It doesn’t have nearly the number of tools and features you might find in some similarly priced competitors like LionDesk. It is not designed for texting clients from within the CRM, or for hardcore dialers, or even for robust email marketing campaigns. Some of the tools a real estate agent might be accustomed to in other CRMs are AWOL.
But it is very good at what it tries to do: cleanly and quickly manage your daily customer relationship management.
I love the dashboard which focuses on my pipeline and isn’t busy like other CRMs. I can quickly see everything I have going on, which tasks I need to knock out, any contacts that don’t have tasks assigned. And it is easy to set up.
The lack of automation or sophisticated workflows means I have to be a little bit more hands on. Instead of putting a client who is four months out from buying a home on a two-week touch workflow, I pretty much manually schedule the next interaction each time I complete the previous activity. But even that can be seen as a bonus, as I can customize my outreach to a client in real time and based on their specific needs instead of shoe-horning them into an arbitrary workflow.
And Pipedrive does a great job of forcing you to schedule your next interaction with every client, and alerting you to any client who doesn’t have an activity scheduled. Nobody should be falling through the cracks.
Pipedrive reminds me most of Follow Up Boss – a CRM with great UI that is focused on just being a CRM instead of a tool for every job. However, I like Pipedrive’s layout even better than Follow Up Boss (though Follow Up Boss has more real-estate-specific functionality).
If you want to get to work in the morning, open up a dashboard to quickly scan your deals and contacts, and methodically work through an easy-to-use activity list of engaging and customizing your pipeline of leads and clients, Pipedrive is worthy of your consideration. They offer a free trial, and I recommend taking it for a spin!
Pipedrive Videos
