/*! elementor - v3.17.0 - 25-10-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Pipedrive and Pipeline offer some of the best pipeline management for small and midsize businesses (SMBs), but how do you choose? If you pick the wrong one, it can cost you a ton of money trying to course-correct. I’m AJ—here to narrow it down. I’ve spent the last decade building my business (to a successful multi-seven-figure exit). I’ve learned a lot along the way, and now my goal with Small Business Bonfire (SBB) is to share the tricks of the trade and help you scale your SMB to new heights . So, let’s get to the main event—Pipedrive vs. Pipeline CRM. Two platforms enter—only one walks out the winner. Spoiler alert : This one was pretty one-sided. You’ll never guess who takes the prize!
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Bonfire Rating: 4.7/5 Pipedrive: Some of the best pipeline management in the game.
Try Pipedrive Free
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Bonfire Rating: 4.6/5 Pipeline CRM is perfect for managing your sales pipelines as you scale your small business!
Try Pipeline CRM Free
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My team and I spent six months thoroughly testing Pipeline CRM and Pipedrive. Here’s what we looked at: Pricing & Free Version Top Features Customer Service Integrations Ease of Use Best Mobile App Knowledge and Learning Center Limitations Which One We Think is Best for Small Businesses
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
Pipedrive Vs. Pipeline CRM Comparison Chart
Here’s an overview of our Pipeline CRM/Pipedrive matchup.
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Pipedrive Review
Pipeline CRM Review
Pipedrive Vs. Pipeline CRM: Pricing
Let’s look at how Pipedrive fares against Pipeline CRM regarding cost.
Pipedrive Pricing
Pipedrive offers a free plan in addition to three paid plans: Essential: $21.90/Month Advanced: $37.90/Month Professional: $59.90/Month Power: $74.90/Month Enterprise: $119.00/Month Check out our complete Pipedrive pricing guide.
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Pipeline CRM Pricing
Pipeline offers three pricing plans. They are as follows: Start Plan – $29/Month Develop – $39/Month Grow – $59/Month
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Pipeline CRM Vs. Pipedrive Pricing Winner: Pipeline
AJ’s Take : This was a close one. Both platforms offer affordable, scalable plans for SMBS. We gave Pipeline the edge here because it’s a more affordable platform. Pipedrive charges extra for additional features, which can add up over time.
Pipeline CRM Vs. Pipedrive: Top Features
Every platform has its unique standout features, and Pipeline CRM and Pipedrive are no different. Here’s a rundown of the top features we looked at for each platform.
Pipedrive Top Features
Let’s look at some of Pipedrive’s best features.
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Pipeline Management
Great pipeline management can be the secret weapon for empowering your sales team to succeed (while scaling your sales process). With Pipedrive, you get a complete picture of your sales pipeline to help you achieve the following: Keep track of every stage of your deals, from leads to closed sales Automate repetitive administrative tasks that eat up your precious time Have a clear and organized overview of your team’s sales performance Effortlessly schedule appointments and follow-ups with clients (directly from the sales pipeline) It’s easy to use, affordable and offers a strong set of features that can help any SMB manage their pipeline deals like it’s nothing. We tested this feature (over six months) by adding in some of our affiliate marketing deals. Here’s how a “new deal” card looks (to give you a better idea). Within each card, we could easily add and edit the following info: Name Organization Value Pipeline stage Probability Expected close date Associated contacts Once we had all of our deals input, we could easily drag and drop them to the appropriate stages on our sales pipeline (shown below). Plus, we could easily schedule an activity for each deal by clicking directly on the pipeline. Here’s a sneak peek at the activity scheduling process during our testing. The bottom line : Pipedrive’s pipeline management is user-friendly and offers all the essential features you need to stay organized and on top of your sales process. In fact, based on all the CRMs we’ve tested, it’s got some of the best pipeline management in the game!
Project Management
As your company grows, managing your projects can become a huge headache. That’s where Pipedrive comes in. For an additional $8/month , you get many tools to help your team tackle projects like a boss. With Pipedrive Projects, you get the following: Customizable templates for different types of projects Task assignments and deadlines Progress tracking File storage and sharing for project-related documents During our testing, this feature was incredibly helpful for getting our team on the same page and ensuring projects were completed on time. We especially loved Pipedrive’s helpful project templates, which essentially made it so we didn’t have to create the same project from scratch every time. Here’s an example of the template creation process (to give you a better idea). Throughout our sixth-month testing period, we created and managed several projects with Pipedrive. Check out one that we created to roll out our newsletter. We were able to customize the following project fields: Associated template Title Start & end date Project board Project phase Owner Associated deals Associated contacts As you can see, there was a ton of information at our fingertips with each project. This gave us a top-down view of our project progress, as well as the ability to quickly see which team members were assigned to specific tasks. The nuts and bolts : This feature can help you save time and streamline your team’s project management process—a plus for any growing SMB.
Workflow Automation
With Pipedrive, workflow automation is a game-changer. It eliminates manual tasks, allowing you and your team to focus on what truly matters—closing deals and building customer relationships. Let’s break down what Pipedrive’s workflow automation brings to the table: Progress bar : This dynamic tool shows you the status of your deal in real time, so you always know where things stand. It adjusts automatically as tasks get done, giving you a clear picture of each deal’s progress. No more guessing or wasting time scrolling through spreadsheets. With the progress bar, you’re always in the loop. Notifications : Pipedrive’s workflow automation sends you instant notifications for progress updates or any necessary changes in tasks or deals. Whether it’s a deal moving to the next stage or a task approaching its deadline, Pipedrive keeps you informed so you can act quickly and stay on top of things. Custom workflows : Every business is unique, and so are its sales processes. Pipedrive understands this and offers custom workflows tailored to your specific needs. You can build workflows that match your sales process, automate tasks, and ensure consistency. This level of customization makes Pipedrive flexible and valuable for small and medium-sized businesses. The bottom line : By offering these capabilities, Pipedrive’s workflow automation feature boosts efficiency, enhances deal tracking, and, ultimately, helps SMBs like yours close more deals with less effort.
Campaigns
Pipedrive offers the ability to create powerful email campaigns (for an additional $16/month ). This feature is well worth the price of admission (in our opinion). With Pipedrive’s campaigns, you gain access to the following: Gorgeous email templates Email tracking and analytics Personalization options Automated email sequences A drag-and-drop editor We tested this feature by creating tons of email campaigns over six months. Let’s walk you through our experience. To get started, we selected from one of Pipedrive’s helpful email templates (pictured below).
