Pipedrive review: pricing, plans and integrations
Pipedrive is a general sales CRM that insurance agents set up for pipelines and renewal follow-up beside their AMS. Policy type and premium go in custom fields.
Plans cost $14 to $79 a user per month billed yearly, with a 14-day free trial.
- Best for
- Agencies that want a visual sales pipeline with per-user pricing and keep policies in their AMS
- Type
- General sales CRM
- Lines
- Any line. Policy type and premium go in custom fields
- Price
- $14 to $79 a user per month, billed yearly
- Free trial
- 14 days, no card needed
- AMS connections
- None built in. Marketplace apps, Zapier and the API
- Calling and texting
- Calls from your phone or a Marketplace dialer. Texts open your phone's own app
- Apps
- Web, iPhone and Android
Our take
Pipedrive fits agencies that want a clear deal pipeline with simple per-user pricing and keep policies in an AMS. Renewal follow-up runs from automations once renewal dates are in Pipedrive.
Growth is the plan most agencies need, since automations and email sync start there.
It has no AMS link, carrier downloads or commission tools.
Pros
- Published per-user prices for every plan
- 14-day free trial with no card
- iPhone and Android apps
- AI meeting notes on every plan
- Large app marketplace, Zapier and an open API
Cons
- Policies live in custom fields you add
- No AMS connection or carrier downloads
- No commission or Medicare tools
- No client portal
Plans and pricing
| Plan | Price a user per month | Billed | What it adds |
|---|---|---|---|
| LiteA solo agent tracking deals | $14 | Yearly | Pipeline, calendar, calls from the web to your phone and AI meeting notes |
| GrowthAgencies running renewal follow-upAdds automations | $39 | Yearly | Automations, sequences, full email sync and forecasts |
| PremiumAgencies that want lead capture | $59 | Yearly | LeadBooster, Projects and Smart Docs included, plus phone support |
| UltimateAgencies that need an audit trail | $79 | Yearly | Security audit log and longer phone support hours |
Prices as of October 2026, from Pipedrive's pricing page. Pipedrive says yearly billing saves up to 42% over paying monthly. Every seat is billed, used or not.
What it would cost you
Cost per month
First-year cost
Software cost per new policy
Uses yearly-billed user prices. Add-ons cost extra.
Add-ons, per company
| Add-on | Price a month |
|---|---|
| LeadBooster forms and chat, free on Premium and up | from $32.50 |
| Projects, free on Premium and up | from $16 |
| Smart Docs, free on Premium and up | from $32.50 |
| Campaigns email marketing | from $13.33 |
| Web Visitors tracking | from $41 |
Good to know before you buy
- Add-on prices are the yearly-billed starting rates.
- Pipedrive sets you up free on plans over $400 a year.
Which plan has it
| Feature | Lite | Growth | Premium | Ultimate |
|---|---|---|---|---|
| Visual pipeline and calendar | ||||
| AI meeting notes | ||||
| Automations and sequences | ||||
| Full email sync and tracking | ||||
| Forecast reports | ||||
| LeadBooster, Projects and Smart Docs | Add-on | Add-on | ||
| Phone support | ||||
| Security audit log |
Client and policy records
- Records it keeps
- People, organizations, leads, deals, activities, notes and products
- Policies
- Custom fields such as policy type and premium on a deal or person
- Role next to your AMS
- Sales side only. Your AMS stays the policy book of record
- Duplicates
- Spreadsheet imports can merge duplicates. An admin can undo an import within 48 hours
Leads and pipeline
LeadBooster also routes new leads to the right rep. It is an add-on on Lite and Growth.
Renewals, retention and cross-sell
- Renewal follow-up
- Automations or sequences on Growth and up, run from renewal dates you store
- Cross-sell
- Deal stages and email campaigns, once the fields you need are in Pipedrive
- Insurance dates
- No built-in expiration field. You add one
Email, calling and texting
Two-way email sync and tracking start on Growth. Campaigns is a paid add-on for bulk email.
Calling
Click a number on the web and your phone dials it, and the call is logged. CloudTalk and other Marketplace apps add a full phone system.
Texting
The mobile app opens your phone's texting app with the number filled in. Pipedrive doesn't send or store the texts.
- Who answers for consent
- Your agency, by Pipedrive's terms
- Health data
- Not built for HIPAA, so keep medical details out
AMS and carrier connections
Pipedrive names no AMS connection and has no carrier downloads. Links to your agency system go through Marketplace apps, Zapier or the API.
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| CloudTalk | Dialers and phone | Marketplace | Both ways | Logs calls, recordings and notes to deals. CloudTalk is billed separately |
| Zapier | Other | Zapier | Links other apps without code | |
| Pipedrive Marketplace | Other | Marketplace | More than 500 apps and an open API |
Client portal and mobile app
Mobile app
iPhone and Android apps cover notes, calls, a focus view, nearby contacts and scheduling. You can schedule activities offline.
Client portal
None. Clients can't log in for policies or ID cards.
Reporting
Reports
- Lead source on every lead
- Pipeline and deal activity
- AI-built reports on every plan
- Forecasts from Growth up
Migration and getting started
Start the free trial
14 days with no card.
Import
Load spreadsheets of people, deals, activities and notes, up to 50,000 rows a file.
Move from another CRM
Import2 moves up to a million records free. No AMS is on its list.
Add policy fields
Create custom fields for policy type, premium and renewal date.
Support by chat, email and the help center. Phone support starts on Premium.
What users say
What reviewers mention most, as of October 2026.
What users like
- Easy to pick up
- The visual pipeline
- Lighter than big enterprise CRMs
What users dislike
- Billing and renewal practices
- Useful features held for higher plans
Contract, export and cancellation
- Term
- Monthly or yearly
- Renewal
- Automatic. Cancel or cut seats in Billing before the renewal date
- Refunds
- None, including yearly prepayments
- Your data
- Export to CSV or Excel. Activities, notes and files need their own exports
Data is deleted after you leave. Pipedrive deletes it within 180 days of a paid term ending, or 60 days after a trial.
Pipedrive alternatives
- HubSpotFree CRM. Paid from $20 a user per monthFree plan with marketing and service tools on the same records
- Zoho CRMFree for 3 users. Paid from $14 a user per monthCustom modules for policies and a free plan for small teams
- HighLevelFrom $97 a monthBuilt-in calling, texting and campaigns
- AgencyZoomFrom $149 a month, or $119.20 billed yearlyInsurance sales pipeline that syncs with an AMS
See every option in insurance CRM.
Frequently asked questions
How much does Pipedrive cost for an insurance agency?
$14, $39, $59 or $79 a user per month billed yearly. Monthly billing costs more.
Does Pipedrive connect to my AMS?
Not out of the box. Agencies use Marketplace apps, Zapier or the API.
Can Pipedrive track insurance policies?
Yes, with custom fields such as policy type and premium.
How we researched this review. We based this review on the pricing, terms and product pages published by Pipedrive, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Pipedrive quit selling or a contract term that reads different now, let us know and send the link to the page where Pipedrive has it. Somebody here pulls up that page and checks it before we change anything on ours.