Pipedrive lists 33 features. How many does your team use?

Core sales CRM is buildable, but the 500+ marketplace ecosystem, native calling/video/email sync, and SOC 2 certification cannot be replicated by a custom app.

Pipeline and deal management

• Kanban sales pipeline
  Visualize and move deals through customizable pipeline stages.
• Custom fields and smart formulas
  Add custom fields and calculated values to deals and contacts.
• Product and deal linking
  Link products or services to deals to track negotiations.
• Data import and export
  Import data from spreadsheets and export or merge duplicate records.

Lead management and automation

• Lead routing rules
  Automatically assign leads to reps using custom rules.
• Workflow automations and templates
  Set up workflow automations and ready-made templates.
• Webhooks and open API
  Trigger events to and from external systems via webhooks and an API.
• Automated follow-up sequences
  Auto-sequences triggered by email interactions.
  Needs an outside service: Amazon SES. Triggered sends need email delivery service; bulk campaign sending is not included.

Email sync and communication

• Two-way email sync
  Sync up to five email accounts with deals and contacts.
  Needs an outside service: Gmail API and Microsoft Graph. Two-way Gmail/Outlook mailbox sync needs provider OAuth and sync infrastructure we do not build.
• Email templates
  Reusable customizable email templates for outreach.
• Email tracking
  Track opens and clicks on sent emails.
  Needs an outside service: Gmail API and Microsoft Graph. Tracking depends on sending through a mail relay; no native mailbox integration.

Scheduling and calendar

• Calendar sync
  Link business calendar and get deadline reminders.
  Needs an outside service: Google Calendar and Microsoft Graph APIs. Two-way Google/Outlook calendar sync requires provider OAuth integration.
• Booking page for leads
  Share availability and let leads book calls.
• Meeting links
  Generate Google Meet, Zoom or Teams meeting links.
  Needs an outside service: Daily. Only links can be generated; hosting live meetings requires third-party video services.

Meeting intelligence (Nova)

• Call recording and transcription
  Records and transcribes calls automatically.
  Needs an outside service: Deepgram + OpenAI or Anthropic API + Twilio. Browser recording possible; transcription needs a speech service. Recording other apps' system audio not possible.
• Pre-call brief and CRM update drafts
  AI-generated brief, recap and CRM update suggestions.
  Needs an outside service: OpenAI or Anthropic API. Needs AI model access; deal-history summaries buildable without custom-trained models.

AI features

• AI sales assistant and deal prediction
  Predicts likely wins and losses and suggests leads to pursue.
  Needs an outside service: OpenAI or Anthropic API. Rule-based scoring buildable; sophisticated predictions need custom-trained models.
• AI email writer and summarizer
  Turns prompts into emails and summarizes threads.
  Needs an outside service: OpenAI or Anthropic API. Works through a hosted AI model API.
• AI reporting
  Generate reports from typed prompts.
  Needs an outside service: OpenAI or Anthropic API.

Reporting and dashboards

• Sales dashboards and reports
  Visual reports, goal tracking and team monitoring.
• Revenue forecasting
  Forecast income from past performance.

Email marketing and campaigns

• Drag-and-drop email builder
  Build customizable email campaign layouts.
  Needs an outside service: Amazon SES.
• Bulk email campaigns and analytics
  Send campaigns to large lists with real-time analytics.
  Needs an outside service: Amazon SES. Bulk sending needs a bulk email provider; deliverability tooling not included.

Mobile and access

• Mobile CRM app
  Android and iOS apps with offline scheduling and photo capture.
  Needs an outside service: Firebase Cloud Messaging. Built as a React Native/Expo app; offline sync is simplified and push at scale needs a service.
• Nearby clients
  See which clients are close by.
  Needs an outside service: Google Maps Platform.

Security and permissions

• Role-based permissions and visibility
  Define which team members see what data and features.
• Audit logs and activity monitoring
  Monitor user activity and account changes.
• SSO and 2FA
  Single sign-on and two-factor authentication.
  Needs an outside service: WorkOS. 2FA buildable; enterprise SSO needs identity provider setup.
• Encrypted per-company data and SOC 2 compliance
  Separate encrypted databases and SOC 2 certification.
  We can't build this. SOC 2 certification is an audited certification we cannot provide.

Marketplace and integrations

• 500+ marketplace integrations
  Connect to third-party apps such as Google, QuickBooks, Asana, Slack, Zapier, Stripe and Microsoft Teams.
  Simplified version. Only a few named integrations are feasible individually; the 500+ app ecosystem belongs to Pipedrive and third parties.
• WhatsApp Business conversations
  Manage WhatsApp conversations and link chats to deals.
  Needs an outside service: Twilio. Requires WhatsApp Business API provider; not included in the marketplace app itself.
• Calling and power dialer
  Place, record and log calls from the CRM.
  Needs an outside service: Twilio. Running telephony networks is not something we can build; can only integrate a provider.

Documents and proposals

• Smart Docs and proposals
  Create shareable, trackable proposals and contracts with engagement tracking.
  Needs an outside service: Resend. Document view tracking is buildable; e-signature legal validity is not included.

What you’d bring

We write all the code. These features only work on outside services, and those accounts are yours to open and pay for directly.

What we can’t build

• Encrypted per-company data and SOC 2 compliance. SOC 2 certification is an audited certification we cannot provide.

Build only the Pipedrive features you use

Pick your features, choose what it connects to, and see the price before you start.