Top Pipedrive Competitors:
The Best Pipedrive Alternatives for Your Business

Pipedrive is a cloud-based customer relationship management (CRM) platform that offers businesses a visual dashboard for managing different stages of the sales cycle. Businesses can track open and closed deals, access key sales reports and import customer emails from popular tools including Gmail, Yahoo and more.

Besides a centralized dashboard, the solution offers integration capabilities that help businesses share data between Pipedrive and other CRMs, such as Zoho, Salesforce etc.

Here’s a rundown of Pipedrive’s key applications:

  • Sales management: Offers a visual dashboard for managing the sales process—from tracking prospects to scheduling tasks and more.
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  • Sales reporting: Helps businesses track new sales opportunities, conversion rates of deals, sales volume and more.
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  • Email integration: Enables businesses to track email conversations within the CRM.
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  • Mobile apps: Offers native mobile (iOS and Android) applications for tracking sales calls and emails.

Pipedrive claims to be "a sales management tool designed to help small sales teams." For small businesses, cloud-based CRMs are often more suitable than more cost-intensive on-premise CRM deployments.

However, this solution may not have all the features that you want. One reviewer mentions:

“Reporting is not very sophisticated. It’s difficult to build a good reporting structure to see funnel and progress at an enterprise level for complex sales organizations.” - Joe Peck, SimpleRelevance

That said, there are many alternatives to Pipedrive on the market that could be the ideal fit for your company. In this report, we have listed five CRM solutions that you should compare with Pipedrive before making the final call on what best suits your needs.

(Click on a link below to jump to that section.)

Most Asked-About Pipedrive Alternatives

In this section, we’re featuring three alternative CRM solutions that buyers search for alongside Pipedrive in online searches.

Note: you can learn more about our Alternatives methodology here.

Salesforce

Salesforce is a popular cloud-based CRM solution used by businesses of all sizes and industries, including financial services, retail, health care and more. It helps businesses automate the sales process and manage customer service on a single platform.

In addition, Salesforce integrates seamlessly with native applications in the Salesforce ecosystem (TaskRay, SurveyForce etc.), and many third-party solutions listed in its app marketplace.

While Salesforce offers many features, a large app marketplace and advanced customization options, some reviewers feel it could be more user friendly. One reviewer mentions:

“It has an aging interface, and the unique features that once made it the front-runner have now become standard in many other CRMs.” - Kobe Cummings, Swedish Match

Some of the key features offered by Salesforce include:

  • Sales management: Creates profiles of contacts and helps in reviewing details about deals, such as estimated revenue, key competitors and more.
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  • Leads management: Enables businesses to qualify leads with automated scoring and measure conversion rates.
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  • Marketing: Integrates with third-party email marketing software (e.g., MailChimp) and calculates ROI of marketing campaigns.
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  • Social CRM: Offers a built-in tool for engaging customers across social networks.
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  • Reporting: Tracks data such as leads sources, opportunity reports and more.

Insightly

Insightly is a cloud-based CRM that offers project management capabilities as well as the ability to manage leads, marketing campaigns, documents and customer communications. In addition, Insightly offers a centralized dashboard to track sales and marketing-related reports and analysis.

Reviewers at Software Advice like Insightly for its ability to share data with popular document management, email marketing and accounting solutions. One reviewer says:

“I run a small consulting firm in Washington, D.C. that handles general management, communications and event services for nonprofit clients. I use every CRM imaginable for my clients including Salesforce, Abila etc., but when looking for a CRM for my own small business, Insightly has it covered. It's a month-to-month service that integrates with both QuickBooks and MailChimp, two of my most used apps, and allows me the space to cultivate a small business customer list with all the convenience of more expensive and comprehensive tools.” - Cat from Matsuda & Associates LLC

These are key capabilities of Insightly:

  • Task management: Manages and tracks tasks on a built-in project calendar.
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  • Contact management: Centralizes access to a contact’s email history, documents and other details.
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  • Mobile apps: Offers mobile apps for both iOS and Android smartphones.
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  • Integrations: Integrates with tools such as Dropbox, QuickBooks, MailChimp and more.

Zoho CRM

Zoho CRM is cloud-based software that provides applications for sales management, project tracking, team communication, customer support and marketing automation. It includes features for capturing leads via social channels and comes with third-party integrations for Google Docs, Microsoft Office and more.

Many reviewers at Software Advice like Zoho CRM for its ease of use. One reviewer writes:

“Finding your data cannot be quicker than in Zoho CRM with the general search function. All basic functionality like leads, opportunities, companies, contact persons, complaints and emails are very easy and quick to create and find in a very flexible way.”
- Raj from www.iSiDD.com

Let’s look at the features of Zoho CRM:

  • Leads and contacts management: Captures information of potential customers in a central dashboard.
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  • Sales pipeline management: Enables businesses to monitor leads and estimate revenue generation.
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  • Reports and analytics: Offers access to reports such as contact mailing lists, daily or monthly sales, purchase orders, marketing ROI and more.
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  • Project management: Helps companies manage and track tasks using Zoho Projects, the built-in project management tool.

Top User-Rated Pipedrive Alternatives

This section features two alternatives to Pipedrive that rank highly among users who have left reviews on Software Advice.

Bpm’online CRM

Bpm’online CRM is available as either a cloud-based service or on-premise solution, allowing companies to choose which deployment model suits them best. The software is designed to help businesses align their sales, customer service and marketing efforts. To that end, it offers three products for each of these verticals, which can be used separately or as a suite.

Software Advice reviewers appreciate Bpm’online for being an all-in-one solution. One reviewer says:

“First, Bpm’online synced our internal processes and data and created a unified business hub for our marketing and sales. The system became one single entry point for all data and no information was lost. Second, the system has a very friendly interface. Our staff quickly adopted [the] new system. An intuitive interface is a crucial feature that our marketers and sales reps were looking for, since they are the ones who work with the system on day-to-day basis. Now previously complicated reports are made in 1-2-3 clicks.” - Shaji from Captv8

Here are some of Bpm’online’s key features:

  • Sales management: Tracks leads, identifies opportunities and records invoices.
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  • Marketing automation: Monitors marketing campaigns and helps nurture leads.
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  • Customer service: Helps businesses capture feedback and manage customer communications.

Mothernode

Mothernode is a cloud-based CRM that helps businesses automate sales, customer service and marketing campaigns. The solution can be used to capture leads, interact with customers, delegate tasks to employees and analyze the success of marketing efforts.

Additionally, the Enterprise edition of the software caters to businesses looking for functions not typically associated with a CRM, such as creating price quotes, in-module reporting etc.

Users at Software Advice praise Mothernode CRM for its ease of use and efficient customer service. One user notes:

“It's easy to use, even for the most technologically challenged. Reporting and searching are a breeze. Customer service is the best. Wonderful to work with, always available to help. Made our switch from Sugar very seamless. [We have] easy access to our data, and we are better able to communicate with our customers.” - Denise from Observatory Group

Here’s quick overview of Mothernode’s key features:

  • Sales automation: Enables businesses to capture leads and prioritize sales opportunities.
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  • Customer management: Records customer interactions such as notes, meeting details etc.
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  • Task management: Helps businesses create and manage tasks using premade templates.
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  • Campaign management: Offers lead capture forms and performance reports of marketing campaigns.

Next Steps

The software comparisons included in the above sections are intended to give you a brief overview of the best alternatives to Pipedrive CRM.

However, there are many more CRM solutions on the market. To learn about more options, fill out this short questionnaire, or call us at (844) 852-3639, and our software advisors can help you get custom price quotes.