Pipedrive - Top 5 Project Management

Our Verdict

Pipedrive’s Projects add-on extends its CRM into project management, allowing teams to track tasks, set deadlines, and collaborate post-sale without switching tools. The Kanban-style workflow is easy to use, and built-in templates and task automation help streamline projects. However, it lacks advanced features like detailed reporting and time tracking found in dedicated project management tools. Additionally, the add-on comes at an extra cost, making it less appealing for teams needing a full-featured project management solution. Best for sales-driven teams looking for lightweight project tracking within their CRM.

Pros

Intuitive Kanban-style project tracking
Seamless integration between sales and project management
Pre-built templates streamline project setup
Task assignments, deadlines, and file sharing
Works within Pipedrive CRM, reducing the need for third-party tools

Cons

Limited advanced project management features
No built-in time tracking
Projects add-on comes at an extra cost
No Gantt chart support, limiting long-term project visibility

Products & Pricing

Pipedrive offers five distinct pricing plans to accommodate various business needs, each with specific features and pricing structures.

Essential Plan

$14 /mo/user

Free 14-Day Trial

Advanced Plan

$39 /mo/user

Free 14-Day Trial

Professional Plan

$49 /mo/user

Free 14-Day Trial

Power Plan

$64 /mo/user

Free 14-Day Trial

Enterprise Plan

$99 /mo/user

Free 14-Day Trial

In-depth review

Task Management

Pipedrive’s Projects add-on enables users to create and manage tasks and subtasks within a project. The platform offers a Kanban-style board view, allowing for intuitive tracking of task progress through various stages. Users can assign tasks to team members, set due dates, and monitor completion statuses, ensuring clarity and accountability throughout the project lifecycle.

Collaboration & Communication

Pipedrive integrates communication tools directly into its project management interface. Team members can share files, add notes, and mention colleagues within tasks to facilitate seamless information exchange. Real-time updates and notifications keep everyone informed, promoting transparency and cohesive teamwork.

Project Tracking & Reporting

Pipedrive provides visual pipelines that allow users to create project representations, making tracking progress and task assignments easier. While it offers essential tracking features, some advanced reporting capabilities may be limited compared to dedicated project management tools.

Features & Functionality

Pipedrive’s Projects add-on enhances its CRM platform with project management capabilities, offering a range of features designed to streamline workflows and improve team collaboration. Key functionalities include:

Built-in task manager – Organize workflows by setting unique project phases and managing tasks directly within the platform.
Collaboration tools – Enhance team communication with features that keep everyone in sync, facilitating efficient information sharing.
Project scheduling functionality – Automate activities and schedule project phases to stay ahead and meet deadlines effectively.
Quick file sharing – Enable easy access to crucial project data for remote teams through swift file-sharing capabilities.
Customization options – Utilize customizable project boards and data fields to focus on what’s important for each task.

Ease of Use

Pipedrive’s project management offers an intuitive interface that simplifies navigation and task management. The platform’s Kanban-style boards visually represent project stages, making it easy to track progress and manage tasks. Users can quickly create projects from scratch or directly from a deal, streamlining the workflow from sales to project execution. Additionally, Pipedrive offers project templates to save time and ensure project consistency. The platform’s design emphasizes ease of use, allowing teams to adopt its project management tools with minimal training.

Customer Service

Pipedrive offers customer support tailored to each plan, with all users getting access to the Help Center, community forum, and email support. Paid plans include live chat, while phone support is available only for Power and Enterprise users.