The Short Answer
Pipedrive is a CRM designed to help professionals in the real estate industry, including agents, brokers, and investors, manage and organize their sales process more effectively. It offers a variety of features, such as customizable pipelines to track properties and nuture leads, tools for lead generation and segmentation, and integrations with other platforms to streamline workflows.
While it provides significant value with its user-friendly interface and accessibility across devices, there are some limitations, such as the lack of dedicated listing management and the potential cost for smaller businesses. Additionally, like any CRM, there is a learning curve, but Pipedrive’s intuitive design helps ease the transition.
What Is Pipedrive For Real Estate?

Pipedrive is a real estate CRM designed to assist professionals in residential, commercial, and industrial real estate with managing and organizing their sales process more effectively. Designed with small businesses in mind, Pipedrive enables users to create customized pipelines to track properties, buyers, investors, and deals. This approach helps real estate professionals keep conversations with clients and prospects organized and accessible, allowing them to take notes, schedule follow-ups, and manage communication between property showings.
In the real estate industry, managing a large number of properties, being able to nurture leads, and client interactions can be overwhelming. Pipedrive helps address this challenge by providing a clear framework for tracking the different stages of a sale or lease. For example, users can create separate pipelines for residential, commercial, or industrial properties, ensuring that each lead and real estate deal is closely monitored. The system also provides an organized way to store important details and updates, reducing the risk of missed opportunities and forgotten tasks.
Another benefit of using Pipedrive in real estate is its ability to centralize information. By keeping all client interactions, notes, and tasks in one place, real estate professionals can stay on top of their workload and prioritize important actions. The platform also integrates with other tools, further streamlining workflows and reducing the time spent on administrative tasks.
Which Type of Professionals Use Pipedrive?
In the real estate sector, Pipedrive is utilized by a range of professionals. Real estate agents and brokers can use it to organize and track their real estate sales act ivities, manage client relationships, and monitor the progress of each real estate deal. Real estate investors also find value in Pipedrive, using the platform to keep track of potential properties, manage relationships with sellers, buyers, and other stakeholders, and stay organized throughout the investment process.
While it is most commonly associated with real estate (often real estate agent usage), Pipedrive is also used by professionals in other industries, including finance, marketing, and customer service, thanks to its flexibility and adaptability. Its ability to cater to different types of sales processes makes it a versatile tool for a wide range of professionals.
Overview of Pipedrive’s Key Features
Pipedrive offers a set of tools designed to help real estate professionals organize and manage their real estate sales processes more effectively. Below is a breakdown of some of the key features of the platform.
LeadBooster: Simplified Lead Generation

LeadBooster is a lead generation tool within Pipedrive that includes a Chatbot and Live Chat functionality. These features can be integrated into websites via a chat widget, allowing teams to interact with visitors in real time. Leads can be added to the sales pipeline, and follow-up actions can be scheduled. This tool is aimed at capturing and nurturing leads directly from your website, ensuring no potential client is overlooked.
Email & Market Segmentation: Targeted Communication

Pipedrive’s email segmentation capabilities allow users to send more targeted and relevant messages based on various criteria like lead source, deal stage, or previous interactions. By creating custom filters, users can segment contacts based on deal data, activities, and more, helping to ensure that email communication is tailored to the recipient. This segmentation can improve engagement by making outreach more relevant and focused.
A Variety of Integrations: Connecting Your Tools

One of Pipedrive’s strengths is its wide range of integrations, which allow users to connect marketing automation tools, email platforms, financial software, and customer support apps. These integrations are accessible through the Pipedrive Marketplace, providing a way to centralize your tools and manage them in one place. The broad range of available integrations can help streamline workflows and ensure that your most-used applications work together seamlessly.
Web Visitor Tracking: Understanding Visitor Behavior

Pipedrive includes a web visitor tracking feature that shows which companies and individuals are visiting your website and what actions they take. This data provides insight into visitor behavior, enabling real estate professionals to adjust their sales strategies. By identifying visitors who are actively engaging with your website, you can tailor your outreach efforts and increase the chances of conversion.
Documents & Templates: Streamlined Document Management

Pipedrive’s documents and templates feature simplifies the process of creating quotes, proposals, and contracts. Users can generate professional documents using customizable templates that automatically pull in deal and contact information from the CRM. This feature helps save time and ensures that documents are accurate and consistent, which is particularly useful for those managing multiple deals or clients.
Reporting & Analytics: Actionable Insights

Pipedrive’s Insights feature offers a dashboard that helps users track key performance metrics and identify trends within their sales pipeline. The data-driven insights provided by this feature can help real estate professionals understand their strengths and weaknesses, enabling them to optimize workflows and marketing campaigns for better results.
Key Advantages of Pipedrive
Advantage 1: Accessibility
Pipedrive offers access across mobile, tablet, and desktop devices, providing professionals with the flexibility to work from virtually anywhere. Whether in the office, at a property showing, or working remotely, users can maintain consistent access to important tools and information, ensuring that their sales processes remain organized and efficient no matter where they are.
Advantage 2: Affordability and Pricing Flexibility
Pipedrive provides a range of pricing options that cater to businesses of different sizes and needs. From solo realtors to larger agencies, the platform offers affordable plans that are designed to deliver value at every level. This makes it a practical option for those looking for a CRM solution that fits their budget without compromising on functionality.
Advantage 3: Easy-to-Use Visual Pipelines
Pipedrive’s visual pipeline feature allows users to quickly assess the status of opportunities and prioritize tasks effectively. The intuitive visual layout provides a clear view of all active deals, helping professionals track their progress toward closing and decide which opportunities to focus on first. This streamlined approach makes managing multiple leads and properties more efficient and less time-consuming.
Advantage 4: Simple Setup
The platform is designed for easy setup, allowing users to get started quickly without requiring complex configurations. This ease of setup is particularly useful for professionals who need to implement a CRM solution without spending significant time on onboarding or training. It ensures that users can start managing their leads and sales process right away.
Advantage 5: Wide Range of Integrations
Pipedrive supports a variety of integrations with other tools and systems to simplify processes and enhance functionality. For example, integrations with calendars like Google and Microsoft 365 make it easy to manage appointments, meetings, and reminders directly within the CRM. These integrations help streamline workflows and ensure that all essential tools work together seamlessly.

Key Disadvantages of Pipedrive
- Lack of Dedicated Listing Management
While Pipedrive is a robust CRM, it does not offer a dedicated listing management solution. This means that real estate professionals may need to rely on other platforms to manage property listings, which can create additional steps in the workflow. The lack of a built-in listing management feature may make it less streamlined for those who want to manage all aspects of their business within a single system.
- Cash Flow Considerations
Pipedrive is a paid CRM, with monthly fees based on the chosen plan. For a smaller real estate business or individuals with fewer deals, the cost can become a consideration. While the platform offers a range of pricing options, the monthly subscription fees may not be ideal for those just starting out or for a real estate business with limited cash flow.
- Learning Curve
As with any CRM, there is a learning curve when it comes to fully understanding and utilizing all of the features. While Pipedrive’s intuitive interface and sales assistant tools help reduce this learning curve, new users may still need some time to familiarize themselves with the system and its various capabilities. For those with little experience in CRM software, there may be a brief adjustment period before they can use the platform effectively.
Best Pipedrive Alternatives
1. WiseAgent

WiseAgent is a real estate-focused CRM that offers a range of tools designed to help real estate professionals manage contacts, leads, and transactions. It provides a straightforward interface with features such as lead tracking, automated follow-ups, and customizable reports. While it may not have as many integrations or advanced features as Pipedrive, WiseAgent is a solid alternative for a real estate agent seeking a user-friendly and affordable CRM solution with a focus on real estate-specific needs.
2. Fub

Fub (Follow Up Boss) is a CRM tailored to real estate professionals, offering tools to manage leads, automate follow-ups, and streamline communication with clients. It integrates with various lead generation platforms and offers a variety of customization options to suit different workflows. Fub is particularly known for its ease of use and the ability to manage large volumes of leads efficiently, making it a good alternative for real estate agent and teams who need a CRM with strong lead management capabilities.
3. IxactContact

IxactContact is a real estate CRM designed to help professionals stay organized and build lasting relationships with clients. It includes tools for contact management, automated marketing, and task management, making it ideal for agents looking to automate their workflow. The platform also offers a mobile app, email marketing tools, and website integration, but it may not offer the same level of flexibility or customization as Pipedrive. For those focused on relationship-building and marketing automation, IxactContact can be a strong alternative.
Does This Real Estate CRM Software Make Sense For You?
A Pipedrive account may be a good fit for professionals who need a straightforward, customizable CRM to manage multiple deals, sales pipeline and client interactions. If you are managing a diverse range of properties and want a flexible, easy-to-use platform with strong lead management capabilities, Pipedrive can help you stay organized and streamline your workflow.
However, if listing management is a key aspect of your business or you’re working with a very tight budget, it might be worth considering other CRM options that offer those features or align better with your specific needs. Ultimately, the right choice on whether to get a Pipedrive account or not, depends on your business size, workflow complexity, and budget.