Pipedrive

CRM & AGENCY MANAGEMENT

Simple, visual sales pipeline.

FROM $14/MOCRM & AGENCY MANAGEMENT
VISIT PIPEDRIVE ↗

// We may earn a commission if you sign up through this link, at no extra cost to you.

Overview

Pipedrive is an easy, visual CRM that helps agents track prospects and renewals through clear pipeline stages. Quick to adopt for small teams.

Key features

  • Visual sales pipeline
  • Activity reminders
  • Email sync
  • Automation

Pipedrive pricing

From $14/mo

From ~$14/seat/mo.

See live pricing ↗

// Pricing is set by Pipedrive and can change. We track entry pricing; verify the latest on their site.

Pros & cons

+ PROS

  • Easy to use
  • Activity reminders keep deals moving

- CONS

  • Lighter marketing features
  • 12-month cap

Pipedrive alternatives

Other crm & agency management tools for insurance worth comparing:

Pipedrive head-to-head

Frequently asked

How much does Pipedrive cost?

From ~$14/seat/mo.

What is Pipedrive best for?

Pipedrive is a crm & agency management tool for insurance professionals. Simple, visual sales pipeline.

What are the best Pipedrive alternatives?

Popular crm & agency management alternatives to Pipedrive include GoHighLevel, Agent CRM, Zoho CRM. Compare them in our Insurance index.

Is Pipedrive worth it?

Pipedrive's main strengths are easy to use and activity reminders keep deals moving. The trade-offs to weigh are lighter marketing features and 12-month cap. For most insurance professionals it is worth trying if those strengths match your priorities.

// FULL GUIDEThe Best CRM & Sales Tools for Insurance Agents (2026) →