The High 5 Pipedrive Options for 2024

• Finest for AI-powered forecasting and insights: Salesforce
• Finest free various with core CRM options: HubSpot
• Finest various for advertising and marketing and lead era instruments: Zoho CRM
• Finest for managing tasks with kanban boards: monday gross sales CRM
• Finest for integrating with Google Workspace: Copper

Pipedrive is a buyer relationship administration instrument that gives gross sales software program, e mail software program and over 400 potential integrations. Its CRM platform acts as a centralized gross sales hub for reps to collaborate, optimize their present processes and generate correct forecasting. Whereas the instrument is praised for the person interface and buyer help, there are related suppliers which may align higher with your online business wants.

High Pipedrive opponents and alternate options: Comparability desk

Pipedrive is one in all our prime normal CRM software program, particularly for its visible pipelines, easy-to-use constructing instruments and key add-on upgrades. To show how Pipedrive may fare in opposition to different well-liked instruments, we’ve highlighted some key options companies think about when deciding on CRM software program. Our Pipedrive evaluate dives deeper into the software program’s most notable options, breaks down its pricing plans and summarizes its prime professionals and cons.

In any other case, some stand-out CRM options we’ve known as out to match the alternate options embrace AI-powered instruments, how intuitive their pipeline and deal administration are, what kind of integrations are provided and lastly, what superior reporting instruments might be discovered inside the platform.

*Worth when billed yearly.

Options

• Income and efficiency insights: Establish and reduce pipeline dangers with improved forecast accuracy round rep exercise and ongoing offers.
• Gross sales cadences: Give reps detailed directions on the right way to prospect new leads, together with when and the right way to full e mail, telephone and social touches.
• Purchaser assistant: Use AI-powered webforms to speak with potential leads on-line and join consumers with essentially the most related product info.

Salesforce professionals and cons

Why we selected Salesforce

Salesforce is a cloud-based platform that mixes trusted AI and knowledge to energy gross sales and advertising and marketing groups. It affords custom-made {industry} options for quite a lot of enterprise varieties akin to automotive, communications, training, monetary providers and extra. Whereas its premium tiers are expensive in comparison with others on this record, Salesforce markets itself as a instrument for small companies simply as a lot as enterprises.

Salesforce is a CRM designed with many highly effective options. Due to this, some customers with restricted assets or experience on CRM instruments may discover it over-complicated or onerous to arrange. Pipedrive’s affordability and 24/7 help on all plans could be extra enticing to a startup.

To be taught extra about this supplier, head over to our Salesforce evaluate.

HubSpot: Finest free various with core CRM options

HubSpot is well-liked CRM software program that may be applied by gross sales groups, entrepreneurs, customer support groups and operation managers. Its free CRM instrument makes it a standout supplier with entry for as much as 2,500 customers, which is drastically above the {industry} common of two to 5 customers totally free plans. Its free tier additionally affords extra core CRM options than others, akin to assembly scheduler, e mail templates, firm insights and reporting dashboards. This makes it an reasonably priced and feature-rich various.

Pricing

• Free CRM: Free for as much as 2,500 customers with contact administration, quotes, dwell chat and extra.
• Gross sales Hub Starter: $15 per seat per 30 days, billed yearly, or $20 when billed month-to-month. The Starter plan consists of all free instruments, plus easy automation, e-signature, dialog routing and extra.
• Gross sales Hub Skilled: $90 per seat per 30 days, billed yearly, or $100 when billed month-to-month, plus a one-time $1,500 onboarding price. This plan consists of all Starter options and prospecting workspace, playbooks, forecasting and extra.
• Gross sales Hub Enterprise: $150 per seat per 30 days, with an annual dedication and one-time $3,500 onboarding price. Customers of this plan obtain all Skilled instruments, plus superior permissions, predictive lead scoring, dialog intelligence and lead type routing.

Options

• AI e mail author: Use AI to create efficient gross sales outreach emails in a fraction of the time whereas boosting e mail advertising and marketing campaigns.
• Firm insights: Populate present contacts with insightful firm particulars from HubSpot’s personal database of over 20 million companies.
• Lead monitoring: Create customized standards to mechanically rating and prioritize leads whereas gaining full visibility into every lead’s journey with your online business.

HubSpot professionals and cons

Why we selected HubSpot

HubSpot’s all-in-one platform affords instruments for managing gross sales, advertising and marketing and customer support processes. Its free CRM and customized pipeline builder make it simple to scale up or down to suit any group’s gross sales and buyer administration wants. Whereas its premium tiers are dearer, they’re catering extra to bigger companies which have an allotted funds.

HubSpot affords extra third-party integrations than Pipedrive. And whereas Pipedrive helps with easy automations and workflows, HubSpot permits for distinctive automations all through a enterprise’ gross sales course of. Learn our full comparability of HubSpot vs. Pipedrive for much more info on how these two suppliers stack up in opposition to one another.

Head over to our unbiased HubSpot evaluate for extra.

Options

• Omnichannel communication: Join with clients via a number of channels akin to social media, dwell chat, e mail, webforms and occasions, all whereas holding info centralized.
• AI-powered assistant: Make the most of Zia, the conversational gross sales assistant that may collect info, take notes, predict gross sales outcomes and automate repetitive duties.
• Journey orchestration: Create complicated and cross-functional paths that outline what occurs at varied levels of your buyer journey, which personalizes their expertise with your online business.

Zoho CRM professionals and cons

Why we selected Zoho CRM

Zoho CRM is a well-liked CRM for the way it assists customer-facing groups with sturdy automations, digestible analytics and customized options. With over 800 apps for doable integration, the instrument might be rapidly built-in into a company’s present gross sales course of and tech stack. Its AI options are additionally superior in comparison with others on this record if companies can afford the upper two pricing tiers.

In comparison with Pipedrive, Zoho CRM affords a good mixture of options for the price. Zoho CRM’s free tier can also be a standout providing since Pipedrive doesn’t have one. Zoho CRM’s trendy CRM interface and hyperfocus on industry-specific options make it a really versatile instrument for almost any enterprise.

For extra particulars, learn our Zoho CRM evaluate.

monday gross sales CRM: Finest for managing tasks with kanban boards

The gross sales dashboard supplied by monday gross sales CRM can maintain monitor of deal pipelines, targets and crew efficiency. Customers can perceive process progress at a look, making it simple to establish and stop inefficiency. The kanban pipelines make the most of drag-and-drop instruments that make the view totally customizable with intuitive color-coding. This view permits customers to handle all communication and workflows in a single place via good sorting and filtering.

Pricing

• Fundamental CRM: $12 per person per 30 days, billed yearly, or $15 when billed month-to-month. This tier affords limitless pipelines, boards and contacts, in addition to templates for lead, contact and deal administration.
• Commonplace CRM: $17 per person per 30 days, billed yearly, or $20 when billed month-to-month. This consists of superior account, contact and deal administration, two-way e mail integration with Gmail and Outlook, and an AI e mail generator.
• Professional CRM: $28 per person per 30 days, billed yearly, or $33 when billed month-to-month. This tier consists of gross sales forecasting, e mail templates with customized parameters, mass emails and added integrations.
• Enterprise CRM: Contact monday.com for a quote. This tier affords lead scoring, crew targets and superior analytics.

Options

• Information importing: Import all current leads, contacts and accounts from Excel via an API straight into monday and merge any duplicate knowledge.
• Exercise monitoring: Entry previous emails or any gross sales exercise with a consumer from wherever with the monday gross sales CRM cellular app.
• Gross sales forecasting: Leverage real-time studies to trace forecasted offers vs. precise gross sales.

monday gross sales CRM professionals and cons

Why we selected monday gross sales CRM

monday.com is a robust mission administration and collaboration platform. Its monday gross sales CRM software program affords good primary options for startups and small companies. monday gross sales CRM additionally affords limitless person permissions and is SOC 2-compliant with AES-256 encryption, offering wanted privateness and safety for knowledge.

Each Pipedrive and monday gross sales CRM supply related pipeline monitoring interface and cellular apps for iOS and Android. monday gross sales CRM’s AI-powered instruments are all nonetheless presently in a beta part and are solely accessible via a paid add-on. General, monday gross sales CRM pricing plans are barely decrease than Pipedrive’s, however that doesn’t embrace any add-on options companies may require.

Take a look at our monday gross sales CRM evaluate for extra about this supplier.

Copper: Finest for integrating with Google Workspace

Copper’s CRM integration with the complete Google Workspace means customers don’t want to modify tabs so as to add leads, monitor e mail conversations, discover information and handle duties. Companies can streamline contact administration efforts by including new contacts straight from Gmail and Calendar. Information and Google Docs sync to Copper contact data mechanically from the Drive.

Pricing

• Fundamental: $23 per person per 30 days, billed yearly, or $29 per person per 30 days, billed month-to-month. This plan helps as much as 2,500 contacts, process automation, e mail templates and customizable pipelines.
• Skilled: $59 per person per 30 days, billed yearly, or $69 per person per 30 days, billed month-to-month. The Skilled plan affords all Fundamental options, plus bulk emails, gross sales automations, reporting templates library and extra.
• Enterprise: $99 per person per 30 days, billed yearly, or $134 per person per 30 days, billed month-to-month. This tier comes with all talked about options, plus lead scoring, e mail scheduling and social media integrations.

Options

• Reporting templates: Run new studies with only a few clicks with prebuilt templates.
• Contact administration: Tag, filter and kind all leads, contacts and purchasers by any standards. Then save these lists by contact kind for future searches.
• E-mail drip campaigns: Save time by creating drip campaigns that interact with leads via automated emails despatched in a nurturing sequence.

Determine E: Copper reporting templates dashboard. Picture: Copper

Copper professionals and cons

Why we selected Copper

Copper is a CRM answer focused at small to mid-sized companies. It integrates nicely with Google, but it surely’s not essentially the most reasonably priced possibility on this record. Whereas a lot of its primary options are solely limitless on higher-tier plans, customers do reward its clear interface and native advertising and marketing instruments.

Pipedrive affords limitless person limits on all plans, whereas Copper limits the variety of customers on its Fundamental plan. Additionally, Pipedrive can invoice corporations in several currencies, together with USD, EUR and GBP, and Copper solely helps USD. This makes Pipedrive a standout alternative for bigger worldwide corporations in search of a CRM answer.

Do you want a substitute for Pipedrive?

Pipedrive is a well-rounded CRM that can provide a small to mid-sized enterprise all of the instruments they want for efficient deal administration. Because the CRM software program market can supply broad-solutions simply as a lot as area of interest industry-specific options, it’s price understanding the place Pipedrive may fall quick earlier than committing to an annual subscription. So in case you’re an enterprise-sized group with a considerable amount of contacts, knowledge and customers to think about when deciding on a supplier, there are different suppliers to think about first.

Pipedrive’s largest drawback in comparison with its hottest alternate options is that there isn’t a free model of its instrument accessible, even with a capped variety of customers. Free CRM software program has been rising in reputation for his or her apparent affordability and restricted entry to sure core options. They provide the potential for distinctive add-ons and scalability to a premium subscription solely when wanted.

Relying on the wants, assets and information base of your online business, Pipedrive’s straightforwardness and minimalist UX/UI could be a restraint. If your online business has the bandwidth to think about an open-source CRM as a substitute, there might be advantages from extra customization. This received’t be the case for everybody, however the advantages of value effectiveness, customizations and fast enhancements or bug fixes are price wanting into.

Overview methodology

Every various supplier I discussed above was scored in opposition to a rubric with outlined standards and subcategories of CRM {industry} requirements. I used that rubric and an in-house algorithm to calculate an general star ranking. These scores and the best use instances I assign to every various are then in comparison with Pipedrive’s choices to establish any gaps in capabilities.

Here’s a breakdown of the scoring standards I adopted:

• Value: Weighted 25% of the full rating.
• Core options: Weighted 25% of the full rating.
• Customizations: Weighted 15% of the full rating.
• Integrations: Weighted 15% of the full rating.
• Ease of use: Weighted 10% of the full rating.
• Buyer help: Weighted 10% of the full rating.