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Alternatives to Pipedrive CRM

Alternatives and comparisons of Pipedrive with other CRMs on the market. 

Hubspot, Monday, Salesforce, Zoho, Sugar, Nimble, Insightly, Infusionsoft (Keap), Salesmate and others.

Table of contents

"The decision is whether you want a CRM or an integrated cloud platform. That is, if the focus is on a simple and fast tool that serves sales teams to enter their information and/or a tool that integrates other functionalities such as marketing automation and customer service. 90% of modern CRM tools have the top basic functionalities figured out."

Guillermo Vilarroig

Conclusions and summary of Pipedrive vs. competitors comparisons

10 criteria that are basic to consider the choice and the weight that these variables have:

  1. Starting point: Where do I come from?
    1. I come from an excel or unstructured manual system.
    2. I come from a free CRM and I am determined to take the step to pay for more features.
    3. I come from an old and not very modern CRM (like ERP CRMs).
    4. I’m coming from a Rolls Royce like Salesforce or Microsoft Dynamics and I want something simpler and more agile.
  2. What is the sales profile of your company and what are their needs?
    1. Profiles that will never enter the data and will enter it half-heartedly.
    2. Digitized and knowledgeable users .
    3. More advanced users who value information from sales channels.
  3. Who will use it?
    1. SDRs in prospecting and lead management.
    2. A BDR to manage the sales process.
    3. Business line sales managers.
    4. Commercial managers with reporting responsibilities.
  4. Native CRM or all-in-one cloud platform
    1. You want to integrate other services such as marketing automation and customer support.
    2. Native CRM are those that focus only on sales but want to integrate functionalities such as call center.
    3. An email marketing platform converted to CRM.
    4. Inbound marketing managers for customer and lead nurturing.
  5. What functionalities do you need:
    1. Level of permissions and access to information.
    2. Integrate other business productivity tools (there are many interesting ones).
    3. Automate information management and structure (create automatic rules)
    4. Quality of information. Keep data clean and free of duplicates.
    5. Reporting and access to reports. Guaranteed minimum flexibility.
  6. Ecosystem of applications that connect without the need to deploy (plug&play)
    1. It is one of the most important points to scale and the combined use of CRMs with other alternatives.
  7. Customer Support
    1. Languages, medium (chat, ticket, telephone).
    2. Included in the plan.
  8. Who is behind it? and product evolution
    1. Number of customers and countries.
    2. Number of annual improvements.
    3. If there is an investment fund or gasoline for the evolution of functionalities.
  9. Integration of first party data
    1. It must have an API that allows you to integrate your own data.
    2. It must have an acceptable display and fit in the user interface.
  10. Sometimes the experience and vision of the service provider is more important than the technology.
    1. We have seen things you would never believe. Invest 80% of the budget in the tool and 20% in services and training.

Based on all this, you can go crazy and most companies make several leaps until they find the solution they are most comfortable with.

Although we have opted for a niche that is Pipedrive customers (although in the last three consultancies on choosing a CRM, we have not recommended Pipedrive, any modern CRM option that has well solved the following points can be valid. But our recommendation is that the SALES TEAM’S ADOPTION MUST FIRST vs. the multitude of functionalities, because if the sales team does not use it correctly, everything that goes behind it will fail. In other words, focus on how important it is that it is well resolved so that it is easy to use.

  1. If you want a Cloud platform and you are an SME, Hubspot and Zoho are the recommendations we like the most (although Hubspot can be expensive due to the type of licensing).
  2. If you want a native CRM, we have opted for Pipedrive (the simplest and the one that best integrates with third-party applications), but depending on the size and profile, Monday, Agile CRM, Insightly or Nimble can be useful.
FINAL NOTE:
There are 703 CRM solutions identified, surely there are many of the ones we have mentioned that are equally valid. But it is important to understand what a CRM is and who is going to use it and what are other categories of software that complement CRMs and that many of them today are necessary or recommended depending on the level of business digitization.
What is for sure that we do not recommend CRMs that are a commodity of other applications such as ERPs or platforms and that you choose a modern CRM that has a minimum of integrations, number of customers and that has an evolution of functionalities.

Comparison scenario

In today’s dynamic business world, efficient customer relationship management is critical to the success of any organization. An appropriate CRM system not only facilitates the management of contacts and sales opportunities, but also optimizes internal processes and improves the customer experience.

In this comparative analysis, we explore ten of the most prominent CRM tools on the market: Pipedrive, Salesforce, Zoho CRM, HubSpot CRM, Agile CRM, MONDAY CRM, SugarCRM, Nimble, Infusionsoft, Salesmate and Zendesk Sell.

Each of these platforms offers a unique set of features and benefits to suit different business needs. From robust, full-featured solutions like Salesforce and Zoho, to more targeted, easy-to-use options like Pipedrive and Nimble, our comparison details how each tool excels in key areas such as ease of use, customization, integration with other applications, customer support and value for money.

This is how Pipedrive is positioned in the Software Reviews data quadrant, in which Pipedrive appears as number 1 comparing key criteria, including user experience, product features, customer satisfaction and software capabilities. The software’s placement in the data quadrant represents its relative ranking, as well as its category.

And in Forbes addition, it is part of the Top 5 CRM solutions for SMEs.

Pipedrive is known for its focus on simplicity and visualization of the sales process. Salesforce, meanwhile, is a market-leading solution noted for its wide range of functionality and customizability. Zoho CRM offers a full suite of integrated business applications, while HubSpot CRM is valued for its integrated sales and marketing platform, ideal for small and medium-sized businesses.

Agile CRM focuses on delivering marketing, sales and customer service automation tools on a single platform. MONDAY CRM, derived from the popular project management platform, provides a unique and collaborative approach to customer relationship management. SugarCRM stands out for its flexibility and advanced customization capabilities.

Nimble specializes in social media integration and social context-based relationship management, while Infusionsoft (now known as Keap) combines CRM with marketing automation and e-commerce tools. Salesmate is a modern solution that emphasizes simplicity and mobility, and Zendesk Sell integrates seamlessly with Zendesk’s popular customer service platform, offering a complete solution for sales and support management.

Below, we take a deeper dive into each of these tools in comparison to Pipedrive.

List of CRMs that are an alternative to Pipedrive

There are more than 700 CRMs on the market today.

We wanted to compare Pipedrive with several options according to criteria such as the target audience, type of functionality and also, why not, popularity, compared to the best known ones.

This is the list of CRMS that we have selected and that we will be expanding. You can find more details about the comparison in each one of them.

Hubspot

Pipedrive is an all-in-one CRM. Use it to streamline your processes, improve your sales process and manage your growth. Although it’s simple to use, it has all the features you need to scale your business and get your team up and running quickly.

HubSpot is a CRM platform for sales teams. It has numerous complex features for managing leads, tracking sales and streamlining sales processes, so it requires a steeper learning curve to take advantage of all its functionality.

Monday

Pipedrive is a versatile and easy-to-use CRM system suitable for small and medium-sized businesses. With Pipedrive, you can access the essential sales, customer and project management functions you need at an affordable price and with optimal scalability.

Monday.com is a project management and collaboration platform. The company also offers sales CRM software, with excellent basic features for startups and small businesses.

Salesforce

Pipedrive is a focused, easy-to-use CRM suitable for businesses of all sizes. All the features you need at an affordable price and add more features later so your business can grow with ease.

Salesforce is a CRM designed for large companies with many powerful features. However, when the software is designed with large customers in mind, sometimes other companies may find it too complicated, difficult to configure and expensive.

Zoho

Pipedrive is a comprehensive CRM solution developed by salespeople, for salespeople. It has the features and functions of a robust sales CRM, such as unlimited funnels, an AI wizard and an easy-to-use interface.

Zoho makes tools that help companies manage everything from human resources to financing processes to customer support. It also offers a feature-rich sales CRM with some limitations on lower plans.

Sugar

Pipedrive has a very fast team adoption rate, due to its ease of use and integration into day-to-day business. It is 100% customizable and adaptable to all businesses and has a lightweight interface full of many features that you can use from the basic plan at no extra cost.

Sugar CRM has the ability to rapidly scale to accommodate companies of any size and customize the platform and hosting needs.

The problem is that it has limited functionality in the information panel, making the creation of custom reports very time consuming.

Nimble

  • See Nimble Vs Pipedrive

Pipedrive is an intuitive and easy-to-use CRM created by marketers for marketers. It offers, among other things, custom fields, activities, visual channels and unlimited contacts on all plans.

Nimble is a social marketing and sales CRM targeted at small and medium-sized businesses. Nimble CRM offers intelligent contact data, but has added costs to be taken into account when making a decision.

Infusionsoft (Keap)

  • Pipedrive vs. Infusionsoft (Keap)

Pipedrive is a CRM oriented to small and medium-sized companies, with a very balanced concept between functionalities / company size and price.

Infusionsoft is oriented exclusively to small businesses with prices above most of its competitors, adding to this its tight functionality, which reduces its scalability.

Salesmate

  • See Salesmate Vs Pipedrive

Pipedrive has a solid reputation as a highly usable sales CRM. While it is ideal for small and medium-sized businesses that want to manage their sales pipeline intuitively, it is also well suited for SMBs and the scalability that growing businesses need.

Salesmate is a simple CRM system that focuses on small businesses, such as startups. Its platform allows for various automations and customization of email campaigns. The latter, the communication tools is what really stands out against Pipedrive.

Agile CRM

  • See Salesforce Vs Pipedrive

Pipedrive excels in sales funnel orientation. It adapts very well to growing companies and integrates with the main marketing tools on the market. With a pricing plan tailored to the needs of each company.

Agile CRM is a system designed for small to medium-sized teams. It offers integrated marketing, sales and service capabilities, but feature limitations make it difficult to scale your business without additional costs.

Zendesk Sell

  • See Salesforce Vs Pipedrive

Pipedrive combines the functions of a CRM sales tool with customer service software, at a very reasonable and transparent price. In addition, its customer service and training content to facilitate onboarding is highly valued.

Zendesk Sell is a part of a larger suite needed to implement Sell. It does not have well-supported user support, with training and immediate attention. Price-wise, it is above Pipedrive.

Platforms Used to Compare Pipedrive vs. its main competitors

Pipedrive vs. competitors price analysis

Pipedrive pricing detail

When selecting a CRM, it is crucial to consider not only price, but also the specific functionalities your business needs, ease of use, scalability and customer support. This price comparison can serve as an initial guide to evaluate which CRM may be the best fit for your organization’s budget and needs.

We are going to see a CRM distribution according to different criteria with respect to the Pricing proposal:

  • Economy: If you are looking for an affordable and simple option, Agile CRM and Nimble offer very competitive prices for small businesses and startups.
  • Freemium options: Agile CRM and HubSpot CRM offer free versions that can be useful for companies that are just starting out and want to test the functionality before committing to a paid plan.
  • Price-Quality Ratio: Zoho CRM and Pipedrive provide a good combination of price and functionality, making them suitable for SMBs looking for a balanced solution.
  • Advanced Functionality: Salesforce and HubSpot CRM are more expensive options, but offer a wide range of features and flexibility for large companies or those with very specific needs.

Frequently asked questions about alternatives to Pipedrive

It is an important decision and we have made a mistake blinded by the promise of technology.

If you have the time and knowledge, you can evaluate the comparative portals listed on this page. And the criteria we have defined.

If you don’t have time, you can hire one of our flexible consulting plans.

The last three clients we have advised neither Pipedrive nor the competitors listed.

Pipedrive is a pure CRM player, a leader in the micro sector for its simplicity, power and pricing flexibility.

You have to compare with other CRMs in your category or all-in-one Cloud solutions such as Hubspot, Zoho or Microsoft Dynamics.

You also have options of Marketing tools reconverted into CRM such as Active Campaign, Mailchimp or Campaign Monitor.

In micro and SMEs Zoho, Sugar, Insightly and Agile CRM

In mid market Zoho and Microsoft Dynamics (very powerful if integrated with your stack).

In enterprise, Salesforce and Microsoft Dynamics.

Hubspot although it is very limited. We only recommend it for very basic use.

Its main functionalities include the integration of data into a single layer, identity management and the creation of a unified customer profile, and the activation of this data in various marketing, analytics and customer service tools. In addition, it offers privacy and compliance capabilities to ensure data integrity and security.

In micro and SMEs Zoho, Sugar, Insightly and Agile CRM.

Yes, you are going to waste a lot of time and energy. What you think you save, you will pay for in immigration. Internally, it’s not good to go in circles. It is synonymous with lack of strategy and leadership.

It is more important who advises you than the tool you choose.

When you are looking for a comprehensive solution in Cloud all integrated into one platform, ie do not want to have third-party integrations. Make an all in one under the same provider and technology with a single partner.

Although Pipedrive solves what it doesn’t cover with a pull of over 450 third-party service integrations.

At Imanta we use Pipedrive integrated with Zendesk as a support tool and have 14 productivity apps.

Yes, objectively. Our value lies in the experience of having worked since 1996 with CRMs.

Our business model is based on services and not on tool commissions.

Comparisons, CRM alternatives and consulted opinions

To make this comparative guide of Pipedrive and its competitors, we have used a number of platforms specialized in the evaluation of enterprise software.

These platforms collect user feedback, offer detailed functionality analysis and provide in-depth comparisons to help companies make informed decisions.

This is a brief description of each of these platforms, what they measure and their corresponding accesses.

  1. G2.com

    • Description: G2 is one of the leading software and business services review platforms. It collects feedback from real users and allows you to compare different tools based on a variety of criteria such as ease of use, functionality, support and value for money.
    • What it measures: User opinions, satisfaction scores, product comparisons, market trends.
    • URL: G2 – CRM

  1. TrustRadius.com

    • Description: TrustRadius is a B2B software review platform that focuses on providing detailed and verified opinions from real users. It provides in-depth analysis and data-driven comparisons to help companies select the best technology tools.
    • What it measures: Verified reviews, product ratings, research reports, detailed comparisons.
    • URL: TrustRadius

  2. TechnologyEvaluation.com

    • Description: Technology Evaluation Centers (TEC) offers tools and resources for evaluating, comparing and selecting enterprise software. It provides detailed analysis and case studies to help companies find the solution that best suits their needs.
    • What it measures: Software evaluations, case studies, functionality analysis, research reports.
    • URL: TEC

  3. SoftwareAdvice.com

    • Description: Software Advice is a software advisory platform that provides free reviews, comparisons and consultations to help companies choose the right software. It is part of the Gartner Digital Markets family.
    • What it measures: User reviews, feature analysis, custom queries, product comparisons.
    • URL: Software Advice

  4. Capterra.com

    • Description: Capterra is a platform that provides software reviews, comparison tools and resources to help companies find the right software. It is known for its extensive database of product and user reviews.
    • What it measures: User reviews, product comparisons, satisfaction scores, buying guides.
    • URL: Capterra

  5. Business.com

    • Description: Business.com offers buying guides, comparisons and analysis of business products and services. It is a trusted source of information for small and medium-sized businesses looking for technology tools and software solutions.
    • What it measures: Product reviews, buying guides, market analysis, software comparisons.
    • URL: Business.com

These platforms provided us with a comprehensive and detailed view of the different CRM options available in the market. By analyzing user reviews, feature comparisons and expert analysis of each platform, we were able to produce a comprehensive comparison that will help companies make informed decisions when selecting the CRM tool that best suits their needs.

Need a demo, a POC ?

Evaluate Pipedrive or an alternative with Imanta.

You can try Pipedrive or if you prefer to have a demo of Pipedrive, there are many resources available to do it in self service mode. If you want to evaluate if Pipedrive is for you, you can contact us and we will try to help you.

POC is a proof of concept with your own data so you can evaluate Pipedrive with real data (paid). Contact us as we have flexible and very reasonable options.

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