Products / Broker CRM / Agency Management Systems
Pipedrive
Public factsPipeline-centric sales CRM
Sales CRM with public per-seat plans (Lite, Growth, Premium, Ultimate) used by some agencies for deal tracking, not policy administration.
Overview
Pipedrive is a pipeline-first CRM. Official pricing (pipedrive.com/en/pricing, 2026) lists annual per-seat rates of US$14 Lite, US$39 Growth, US$59 Premium, and US$79 Ultimate, with a 14-day free trial and no credit card required on those cards. Optional add-ons include LeadBooster, Projects, Campaigns, Web Visitors, and Smart Docs (starting prices shown on the same page). Knowledge-base articles describe monthly vs annual billing, seat charges for assigned and unassigned seats, and usage top-ups. Pipedrive is not an insurance AMS and has no native benefits quoting.
Why it matters It is a transparent, inexpensive pipeline CRM some independents already use; it does not know what a group census is.
- Target buyer
- Small producer teams that want a visual sales pipeline and published pricing; not agencies that need policy, commission, or 834 systems.
- Pricing model
- Published per-seat SaaS plus per-company add-ons
- Annual list (USD, official pricing page capture): Lite $14, Growth $39, Premium $59, Ultimate $79 per seat/month (equivalent yearly totals $168 / $468 / $708 / $948). Monthly billing costs more. VAT extra for EU. Add-on starting prices on the same page included LeadBooster from $32.50, Projects from $16, Campaigns from $13.33, Web Visitors from $41, Smart Docs from $32.50. Confirm live numbers; a bot-block prevented a second full fetch of the page body.
- Availability
- National
- Research
- Last researched 2026-08-23
- Agent-strong category
Key features
- Deal pipeline and activity-based selling
- Four published editions (Lite, Growth, Premium, Ultimate)
- Workflow automation and email sync on higher plans (plan-dependent)
- Optional LeadBooster, Campaigns, Smart Docs, Projects, Web Visitors
- API and usage top-ups (Growth+ per help center)
- 14-day trial
Integrations
- Marketplace apps and API (standard Pipedrive ecosystem; full catalog not enumerated here)
- Add-on prospecting and marketing tools billed per company
Overview
Pipedrive sells CRM seats globally. The 2026 plan names are Lite, Growth, Premium, and Ultimate (a 2025 rebrand from older Essential/Advanced/Professional names, per secondary write-ups). Official help: pricing depends on plan, billing cycle, number of seats (including unused seats), add-ons, top-ups, and currency.
There is no permanent free plan—only a 14-day trial.
Insurance agencies that use Pipedrive typically treat it as a new-business pipeline beside a real AMS.
Key Capabilities
- Kanban/list pipelines and deal rotting/activity reminders (core Pipedrive model).
- Automations, two-way email, and higher limits as plans increase (see live comparison grid).
- Documents, lead capture, and campaigns as add-ons or bundled features depending on edition.
- API tokens and reporting limits expandable via top-ups from Growth upward.
Integrations & Ecosystem
Marketplace + API. No official benefits-admin suite on the pricing page.
Pricing
From Pipedrive’s official pricing page (USD, billed annually, 2026 capture):
- Lite: $14/seat/month ($168/seat/year)
- Growth: $39/seat/month ($468/seat/year)
- Premium: $59/seat/month ($708/seat/year)
- Ultimate: $79/seat/month ($948/seat/year)
Add-ons start at the amounts listed in frontmatter. EU VAT may apply.
Notes & Limitations
- Not an AMS. Category-candidate confidence for benefits CRM is low (same bucket as generic CRMs).
- Automated fetch of pipedrive.com was intermittently blocked by Cloudflare; prices above come from a successful official-page extract in this research session—reconfirm if the live page differs.
- “National” / global SaaS.
Sources
Tags: Pipedrive · CRM · sales pipeline · SMB