Pipedrive
Simple, visual pipeline CRM for small teams
4.3From $14/seat/moBest for Searchers and independent sponsors tracking deal flow
CRM SMB Pipeline
Overview
Pipedrive is a lightweight, sales-pipeline-first CRM starting around $14/seat/month on annual billing, known for its drag-and-drop kanban pipeline and easy setup. Search funds, independent sponsors and small origination teams use it to track deal flow without enterprise CRM overhead.
Key features
- Visual kanban deal pipeline
- Email sync and tracking
- Workflow automation
- Customizable fields and stages
- Reporting and forecasting
- AI sales assistant
Pros
- Extremely easy to learn and cheap to run
- Pipeline view maps naturally to deal stages
- Good automation for the price
Cons
- No PE-specific data model or relationship intelligence
- Reporting is limited on lower tiers