PipeDrive CRM software is designed to coordinate sales teams and customers. This ensures a smooth sales process. Its core features are: lead, contact, and deal management.
PipeDrive, while a popular choice, may not be the ideal solution for every business. Its limitations can hinder productivity and growth. Hence, businesses have been looking forward to pipedrive alternatives. But is it that easy? If you go through this post, then it is definitely worth it.
What features to look into other CRM’s?
Data security: Concerns about data security may deter some businesses.
Reporting and analytics: PipeDrive’s reports may lack depth for analysis.
Mobile optimization: The app may not work as well as the desktop version.
Things to Consider while choosing pipedrive alternative:
Essential features: Outline the key features to seek in a sales CRM. These include contact management, deal management, pipeline visualization, and automation.
Pricing: Discuss pricing models (e.g., freemium, subscription) and cost-effectiveness.
Integration capabilities: Emphasize the need for a seamless integration with other tools, like email, calendars, and marketing automation.
Ease of use: Discuss user interface, learning curve, and overall user experience.
Customer support: Highlight the importance of reliable customer support and resources.
Let’s dive into the best Pipedrive alternatives CRM:
1) CrmOne
Currently, CrmOne is at the top and is the best Pipedrive alternative. Why? Let’s see.
It boasts numerous features and an intuitive design. Customizable workflows, Zoom integration, and automation can empower your business. They can streamline your sales process and boost efficiency. Of all the Pipedrive competitors, CrmOne is the best. Its pricing and scalability suit organizations of all sizes.
Features:
- Store and manage all customer information in one place.
- Handle social media with ease.
- Track sales opportunities from lead to close.
- Automate email campaigns and lead nurturing.
- Manage customer inquiries and issues efficiently.
- Gain insights into customer behavior and boost sales performance.
- Bulk Operation to send Emails and SMS in bulk for marketing to have a wider impact and global reach.
Ratings
- G2: 4.9/5
- Techjockey: 4.9/5
Reviews
CrmOne has been the talk of town in the CRM world and the reviews are a stamp on it. It has received an overwhelming response from its users. From small to big businesses, everyone is in awe of their product. Their low prices have helped build a strong customer base.
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2) Salesforce
Salesforce is a strong contender if data on a Pipedrive comparison is to be trusted. A cloud software company provides a platform for customers. They can use it to develop their own apps without the legacy system’s tough steps. The software, once created, can be uploaded to the Salesforce Sales Cloud. This will allow end-users to view it. That’s something extra and new that has revolutionized the CRM world.
Features:
- Salesforce CRM uses AI features like Einstein Lead Scoring and Einstein Opportunity Scoring. They boost sales efficiency and decision-making.
- Salesforce CRM saves time and reduces errors. It automates tasks, streamlines workflows, and manages approvals.
- Salesforce CRM can adapt to changing business needs. It has customizable features, a scalable infrastructure, and the flexibility to grow.
- Salesforce CRM prioritizes data security. It has strong measures to protect sensitive customer info. It also complies with industry regulations like GDPR and CCPA.
Ratings:
- Glassdoor: 4.1/5
- Gartner: 4.3/5
Reviews:
It has an easy interface and a vast app ecosystem, and it streamlines sales. It’s praised for these. Some users noted a steep learning curve for complex setups, especially in larger organizations. So, it is better than pipedrive.
3) Zoho
Have you heard about the latest feature of Zoho? Portal personalization to customize the portal invitation template. Archive forecasts to save up to five years of data. Zoho CRM is a popular on-demand app. It manages your key customer relationships. Among pipedrive alternatives, Zoho has been a consistent option for users. It automates your sales, marketing, and other supports on a single platform.
Features:
- Canvas Drag and Drop Editor: Easily customize your CRM interface to fit your specific needs.
- Omnichannel Communication: Engage with customers across multiple channels.
- Customization: Tailor Zoho CRM to match your unique business requirements.
- Marketing Automation: Automate marketing tasks and campaigns for better results.
- Zoho CRM Mobile Edition: Access and manage your CRM data on the go.
Ratings:
- G2: 4.4 out of 5 stars
- Capterra: 4.3 out of 5 star
Reviews:
Users often praise its ease of use. It allows quick adaptation and efficient work. The platform has many features for different business needs. They include sales, marketing, and customer service.
4) Hubspot
Pipedrive vs Hubspot has been a tough battle. The latter is a great CRM. It streamlines customer management for all businesses. Tools for managing contacts, tracking sale activities, and automating marketing efforts. The interface has been recognized, the seamless integration has been great. The tools help you in enhancing productivity and take your business to the next level. Good news! This CRM is free to start. It’s an option for organizations trying new CRMs.
Features:
- Automated sales pipeline (also marketing automation features)
- Real-time lead behavior notifications
- Both outbound and inbound leads can be monitored
- Fully customizable visual dashboard
- Sending emails directly from the software
- Easy to set up and scalable as your needs grow (ideal for small businesses building out their sales funnel)
Ratings:
- G2: 4.4/5 (10,000+ reviews)
- Capterra: 4.5/5 (3,000+ reviews)
Reviews:
The interface makes it easy to create and manage contacts, deals, and tasks. Some users have complained about the complex pricing. They dislike the lack of support and limits on the free plan. These are its major drawbacks. Also, HubSpot’s customization options may be limited for businesses seeking very specific setups.
5) Activecampaign
While some of the users say that ActiveCampaign is similar to Pipedrive. There are distinctive features of it. So it adds it to the list of pipedrive alternatives. Its main focus is email marketing – something it does impressively well. Its CRM was designed to complement this. It recently made two separate add-ons available. They are the B2C-oriented “Pipelines” CRM tool and the B2B-targeted “Sales Engagement” CRM.
Features:
- Seamlessly connect ActiveCampaign with your favorite tools for a streamlined workflow.
- Automate repetitive tasks, saving time and increasing efficiency.
- Create and send personalized email campaigns to engage your audience.
- Track visitor behavior on your website to optimize your marketing efforts.
- Gain valuable insights into your marketing performance with detailed analytics.
- Leverage AI to personalize content, generate ideas, and optimize your campaigns.
Ratings:
- G2: 4.6/5 stars
- Capterra: 4.6/5 stars
Reviews:
Generally positive, with high marks for its marketing automation and customer support. There are certain features that are hard to understand until the users become compatible with them.
6) Monday CRM
Pipedrive vs Monday CRM is again a top-notch competition. The reason is the similarities. Monday CRM is a versatile platform for managing customer relationships. It has a highly customizable approach. The same goes for Pipedrive.
Features:
- It include customizable pipelines for making the process easier.
- Task automation to relieve of human errors, hectic and repetitive tasks.
- It integrates with various third-party apps. This lets teams customize the system to their needs.
Ratings:
- G2: 4.6/5 stars
- Capterra: 4.6/5 stars
Reviews:
Praised for its flexibility and ease of use, but some users find it more complex for pure CRM functions. Some users find it too complex for basic CRM tasks, compared to specialized systems.
7) Omnisend
Omnisend is a strong platform. It boosts customer engagement via email and SMS marketing. It is best for retail businesses. Omnisend is a Pipedrive CRM alternative. Its clear system is appreciated by businesses.
Features:
- Creates personalized email campaigns triggered by customer behavior and actions.
- Integrates SMS campaigns to reach customers directly on their mobile devices.
- Combines email, SMS, web forms and other channels for cohesive marketing strategies.
- Allows for detailed segmentation to target specific customer groups with tailored messages.
- Connects with popular e-commerce platforms to sync customer data and enhance marketing efforts.
Ratings:
- G2: 4.6/5 stars
- Capterra: 4.6/5 stars
Reviews:
Reviews often praise its sales-boosting and customer relationship skills. It’s best known for its email and SMS features, not its broader CRM functions.
8) GetResponse
The GetResponse CRM platform boosts customer relationship management. It does this alongside its famous email marketing tools. It has CRM features. They include lead management, sales automation, and detailed reporting. These tools streamline sales and customer interactions. It integrates with GetResponse’s marketing tools. It unifies marketing and customer relationship management.
Features:
- GetResponse, like EngageBay, has a free plan for new businesses. It includes a suite of free marketing tools.
- Advanced list segmentation, autoresponders, and custom workflows
- You can also host webinars on GetResponse. The platform lets you and two others host unlimited webinars. You can invite a segment of your contact list.
- Web push notifications and chatbots are additional features offered by the platform.
Ratings:
- G2: 4.6/5 stars
- Capterra: 4.6/5 stars
Reviews:
It has positive reviews for its easy-to-use interface and features. But, some users find it pricier than other options.
9) Agile
Agile CRM is a versatile tool for small to medium-sized businesses. It simplifies sales, marketing, and customer service tasks. Acclaimed for contact management, sales automation, and email marketing tools. Agile CRM has a user-friendly interface and low prices. It helps businesses manage customer relationships and workflows. If you are looking for a pipedrive-free alternative, then Agile is your ‘CRM destination.’
Features:
- A 360° view of each contact shows all their details. It includes conversations, call notes, social presence, and web activity.
- The timeline provides a chronological view of contact interactions on a single page
- Lead scoring allows for faster and more accurate identification of interested prospects
- The Auto Dialer feature enables you to automatically call multiple contacts with a single click
- Appointment scheduling lets you share your calendar online. It automates invites and follow-ups.
- Sales gamification enhances productivity
- The Lead Prospector tool lets you add leads, tasks, and deals with one click from the Chrome browser.
Ratings:
- G2: 4.0/5 (300+ reviews)
- Capterra: 4.1/5 (400+ reviews)
Reviews:
It’s good for teams needing both project management and CRM tools. But, it’s not ideal for pure CRM use. Among pipedrive alternatives, Agile holds a respectable position in the opinion of people.
10) Nutshell
Nutshell CRM is a free alternative to Pipedrive. It has an intuitive design and a user-friendly interface. It is a simple tool for managing customer relationships and sales. It focuses on delivering a seamless experience for both small and growing businesses.
Features:
- Customizable pipelines to track and manage sales opportunities effectively.
- Centralized database for managing and organizing customer information.
- Syncs with email accounts to streamline communication and track interactions.
- Offers insights into sales and business metrics. It has customizable reports to analyze sales data.
- Offers a mobile app for managing CRM tasks on the go.
Ratings:
- G2: $4.5/5 (50+ reviews)
- Capterra: 4.4/5 (100+ reviews)
Reviews:
Nutshell CRMis praised for its ease of use and effective sales pipeline management. Users like its interface and email integration. Some want advanced features and more customization.
11) Keap
“Did you know, Keap was formerly known as Infusionsoft?” It is a CRM and marketing automation platform tailored for small businesses. It has tools to manage sales pipelines, automate marketing, and streamline customer communications. Keap is known for its all-in-one approach. It integrates CRM with high-quality marketing automation. For options to pipedrive alternatives free, Keap is a better choice.
Features:
- Centralized customer interactions including emails, calls, and meetings
- A visual campaign builder that allows for advanced marketing automation
- Personalized customer service with automated email responses
- Mobile app to manage and track leads on the go
- E-commerce functionalities, such as shopping carts and payment processing
Ratings:
- G2: 4.2/5 (1,000+ reviews)
- Capterra: 4.1/5 (1,000+ reviews)
Reviews:
When checked through several websites for CRMs with detailings of pipedrive comparison. There were several mixed opinions about pipedrive vs keep. For Keap, its customization and integration are major strengths. They allow businesses to tailor the CRM to their needs. Some reviews mention a steep learning curve due to the system’s wide functions. Others are concerned about support response times.
12) ClickUp
ClickUp is a CRM, businesses can rely on, so, of course, it had to be on the list of Pipedrive alternatives. This CRM has great productivity. It combines CRM features with task management and project collaboration tools. It manages workflows, tracks projects, and centralizes tasks and communications. But what it’s better known for is the flexibility. The teams can tailor their workspace, an unusual quality of CRM.
Features:
- Versatile enough for various industries, like construction and marketing.
- Easily customizable CRM features for more efficient sales management
- Editable templates to manage all your marketing and sales tasks in on space
- Integrates with 1,000+ apps and collaboration tools, including Loom, Google Calendar, Front, Slack, Calendly, and Zoom
- Diverse CRM solution views such as List, Board, Calendar, and Table
Ratings:
- G2: 4.7/5 (8,000+ reviews)
- Capterra: 4.7/5 (3,000+ reviews)
Reviews:
ClickUp CRM is a versatile platform. It has strong project management features, but it can be complex to learn. It excels in integration and customization, but users may find the interface cluttered. It’s a good choice for businesses wanting a central hub for their operations.
13) MailChimp
Mailchimp is a marketing automation platform that has everything you need to grow your email list, create awesome campaigns and track your marketing. Easy to use and powerful Mailchimp is loved by marketers of all sizes. Mailchimp integration with third-party apps enhances functionality across business processes. Hence, it is better than pipedrive.
Features:
- Create and send pro email campaigns with A/B testing and personalization.
- Automate email workflows, follow-ups and other marketing tasks to save time and get more done.
- Track campaign performance, audience engagement and ROI with detailed analytics and reporting.
- Create high converting landing pages to capture leads and drive conversions.
- Connect Mailchimp with other business tools like Shopify, Salesforce and Google Analytics to get your marketing in order.
Ratings:
- G2: 4.6/5 (10,000+ reviews)
- Ultimate: 4.5/5 (5,000+ reviews)
Reviews:
Mailchimp is loved for its ease of use and features. Users like the interface and reporting. Some users find the pricing is higher than other options especially for larger lists. Overall Mailchimp is a good choice if you want to level up your email marketing.
14) Insightly
Stuck on how to streamline project management and customer relationship tasks? Let’s talk about Insightly then. It has tools for managing contacts, tracking sales, and automating workflows. Insightly’s CRM tools integrate project management. This helps businesses track customer interactions and project progress. Its focus on providing a unified view of customer and project data helps improve efficiency and collaboration.
Features:
- Project management features let you organize tasks, track progress, assign roles, and integrate communication.
- Automated workflows, email responses, and task assignment
- Web-to-lead capture creates leads in your CRM from web form submissions.
- Customizable sales pipelines let you define your sales stages. You can also track progress in closing deals.
- In-depth reports and dashboards let you analyze metrics, like sales and productivity.
Ratings:
- G2: 4.2/5 (800+ reviews)
- Capterra: 4.0/5 (600+ reviews)
Reviews:
Insightly’s features and integrations make it a popular, free alternative to Pipedrive. It is a centralized hub for their operations. While it can be more complex than some other CRM platforms.
15) Capsule
You need a user-friendly approach to manage customer relationships and sales processes. Well, Capsule is the best pipedrive alternative in that segment. It offers a simple, easy way to manage customer relationships and sales. Capsule is known for its simplicity and ease of use. It caters to small and medium-sized businesses seeking a streamlined CRM. Its simple design and key features make it a good choice for managing customers efficiently.
Features:
- Essential sales forecasting tools and detailed sales reports
- Integration with popular apps like Google Workspace, MailChimp, and Zapier
- Customizable sales pipeline and process management features
- Easy tagging and categorizing of contacts to segment your audience
- Mobile app to manage customer relationships on the go
Ratings:
- G2: 4.4/5 (90+ reviews)
- Capterra: 4.5/5 (100+ reviews)
Reviews:
Capsule CRM is a popular choice for small businesses due to its user-friendly interface and affordable pricing. Among pipedrive alternatives free of cost, it can be a great choice. It has a mixed reaction from the users. It’s quite ‘Old School’ and ‘simple.’ It lacks advanced features. But, Capsule’s simplicity and strong support make it a good choice for many.
16) Honeybook
Honeybook is a CRM solution focused on enhancing team collaboration and customer management. It provides tools for managing contacts, tracking sales, and automating communication workflows. Honeybook’s focus on integration helps businesses streamline their CRM. It’s easy to use. Its collaborative features are designed to improve sales team productivity and customer engagement.
Features:
- Customizable templates for proposals, contracts, and invoices
- Automated workflows to save time and automate the project management process
- Integrated online payments for quick and easy client billing
- Scheduling tool that allows clients to book meetings based on your availability
- Integration with tools like Google Calendar and Gmail
Ratings:
- G2: 4.5/5 (500+ reviews)
- Capterra: 4.5/5 (100+ reviews)
Reviews:
HoneyBook is a great client management platform for solopreneurs and small business owners.With time its pricing becomes a burden.
17) EngageBay
EngageBay, as the name suggests, is user-friendly. Its interface is engaging and productive. That’s why it’s on the list of Pipedrive alternatives. It is an integrated CRM platform that has tools for marketing, sales, customer support, automation, and more. It’s an all-in-one approach that helps businesses move towards a common goal and highly engage customer processes from a single platform. It’s a free alternative to Pipedrive, so it’s affordable. It’s suitable for mid-sized businesses.
Features:
- Powerful reporting options
- Live chat, helpdesk, and marketing support
- Quick customer support
- Affordable pricing plans without additional hidden fees
- Free onboarding and migration services
Ratings:
- G2: 4.3 stars out of 5
- Careera: 4.6 stars out of 5
Reviews:
Positive reviews for its affordability and feature set, but some users find the interface a bit cluttered.
18) Copper
Did you know Copper CRM, was known as ‘PropserWorks.’ It is designed to integrate seamlessly with Google Workspace (formerly G Suite) and manage customer relationships, sales pipelines, and workflows in a familiar Google environment. It’s handy. It improves productivity and collaboration. To deliver a unified experience for users makes it ideal for businesses using Google’s ecosystem. Among pipedrive competitors, Copper has a different approach, that has been proven to be a good move for this CRM software.
Features:
- Mobile app runs CRM
- Integrates with tools like Gmail, Mailchimp, Zapier, QuickBooks, Calendly, LinkedIn, and Google Drive. And, with Google Sheets.
- Custom reports show business progress and growth
- Try for free before you buy
Ratings:
- G2: 4.4/5
- Careera: 4.4/5
Reviews:
Praised for its ease of use and integration with Google Workspace. While some of its features have been working relatively slowly, the overall User experience is great.
19) Bitrix24
Bitrix24 is a complete CRM and collaboration platform. It has tools for managing customer relationships and internal workflows. It includes features for CRM, project management, team communication, and document sharing. Bitrix24’s extensive feature set and flexibility cater to businesses of various sizes. It aims to boost productivity by streamlining operations with a single platform.
Features:
- Task and sales management.
- Marketing tools.
- Telephony, email, and chat integrations.
- Rest almost similar to pipedrive.
Features:
- G2: 4.3/5
- Careera: 4.5/5
Reviews:
Popular among small businesses due to its affordability, but can be complex for larger organizations.
20) SugarCRM
SugarCRM is just on the list of pipedrive alternatives. What it means is you can have almost the same kind of software as pipedrive. It’s on the list of Pipedrive CRM alternatives for its ability to ‘adapt.’ It offers a flexible, powerful CRM for sales, marketing, and customer support. It has tools for managing customer data, automating workflows, and generating detailed reports. It aims to provide insights that improve customer relationships and drive success.
Features:
- High level of customization.
- Comprehensive sales, sales and marketing teams, and service automation.
- Advanced reporting and analytics.
Reviews:
- G2: 4.3 stars out of 5
- CareerA: 4.4 stars out of 5
Reviews:
Highly regarded for its scalability and customization, but can be expensive and have a steep learning curve.
21) OnPipeline
Itis a Sales CRM Software to manage your entire sales process and organize your customer data. Zero learning curve, inexpensive, and scalable. Onpipeline offers a simple interface that really helps stay focused on the right deals.
Features:
- Activity tracking: Record and manage interactions with leads and customers.
- Forecasting: Predict future sales revenue based on pipeline sales data only.
- Multiple pipelines: Organize deals into different sales processes.
- Custom deal stages: Create tailored stages to fit your sales cycle.
- Contact management: Store and manage information about potential customers.
Ratings:
- G2: 4.3/5
- CareerA: 4.3/5
Reviews:
It is affordable and has great automation and customer management. But, it has bugs that can slow things down and it has limited customization.
Conclusion
Pipedrive CRM is favored for its easy use and strong sales pipeline management. As businesses grow, they may seek alternatives with different features, prices, or integrations. When choosing the best CRM for your business, consider its future potential. It should boost productivity, sales, and marketing efforts. Most importantly, it must provide a high ROI.
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