/*! 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 Sales are fantastic platforms for sales teams, but how do you narrow it down? If you pick the wrong one, it can feel like a kick in the sales pipeline with lost time, leads, and, worst of all—money. I’m AJ—here to cut through the noise. I’ve spent the past decade building my business, using just about every sales tool under the sun . After a successful multiple seven-figure exit with my company, my mission is to help you get to where I am (without the same hurdles). So, let’s get into the nitty gritty of Pipedrive vs. Salesmate. Only one CRM can take the grand prize of the best CRM for your business. Bonus points if you can guess who won (it was really close)!
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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: 4.8/5 Salesmate is a fantastic CRM for scaling your business and making life easier across the board!
Try Salesmate Free
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My team and I put Salesmate and Pipedrive through their paces. We examined the following: 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. Salesmate Comparison Chart
Here’s how Pipedrive fared against Salesmate overall.
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Pipedrive Review
Salesmate CRM Review
Pipedrive Vs. Salesmate: Pricing
Let’s see how Pipedrive stacks up against Salesmate when it comes to cost.
Salesmate Pricing
Salesmate CRM offers four pricing plans. They are the following: Starter – $15/Month Growth – $30/Month Boost – $50/Month Enterprise – Custom Pricing
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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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Salesmate Vs. Pipedrive Pricing Winner: Salesmate
AJ’s Take : Both platforms offer affordable, scalable pricing plans. However, Salesmate is the more affordable platform across the board. For example, Salesmate’s starter plan is $15/month, compared to Pipedrive’s essential plan at $21.90/month.
Salesmate Vs. Pipedrive: Top Features
Advanced features can be the difference between good CRM software and great CRM software. Let’s see how Pipedrive and Salesmate compare.
Pipedrive Top Features
Pipedrive offers many core features to help everyone (from small businesses to enterprise sales teams) succeed. Let’s break down a few of our favorite features.
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Pipeline Management
Pipedrive offers some of the best sales pipeline management in the game for a few reasons. They are the following: Ease of use : Their drag-and-drop interface makes managing your pipeline quick and intuitive. Customizable pipelines : You can customize this platform to fit any sales process, making it a perfect fit for nearly any business. Visuals : Pipedrive’s visual representation of your pipeline with color-coding for deals allows you to see the status of every deal at a glance. To really test this feature out, we added in some of our affiliate marketing deals at Small Business Bonfire. Here’s how it looked to add a new deal to our pipeline. Within each card, we had access to a ton of information, including the following: Contact person Organization Title Value Pipeline Stage Probability Expected close date Once our deals were put in, here’s how our visual pipeline looked. We especially liked the drag-and-drop interface, which allowed us to easily move our deals from each stage (without a second thought). Overall, if you want to step your pipeline management up a notch, Pipedrive is a fantastic choice.
Project Management
For an extra $8/month, Pipedrive provides powerful project management tools to help your project managers succeed. Some of the most helpful tools include: Project calendars : Easily track deadlines and milestones with this visual tool. Task management : Assign tasks to team members, set due dates, and track progress, all within Pipedrive. File sharing : Keep your files organized and accessible to everyone on your project team. Project templates : Save time setting up projects with pre-made templates for common project types. We added and managed tons of projects during our sixth-month testing period. We especially loved the ability to create project templates and easily duplicate them. This saved us a ton of time in setting up new projects. Here’s how the project template creation process looked on our end. Overall, we were impressed with Pipedrive’s project management features, especially for the affordable price point.
Workflow Automation
Pipedrive also stands out with its workflow management feature, which enables you to automate repetitive tasks and maintain a smooth sales process. Here’s how this feature works: Custom workflows : Pipedrive lets you customize your workflows to suit your business needs. You can create specific stages and gateways that align with your sales process, making sure no detail gets overlooked. Notifications : With Pipedrive’s workflow management, you’ll receive timely notifications to remind you of any pending tasks or next steps. This helps you stay on top of things and never miss out on any opportunities. Progress bar : Pipedrive also offers a visual progress bar that gives you a quick overview of where you are in your sales process. It helps you track your progress and spot any bottlenecks in your sales pipeline. Our take : Pipedrive’s workflow automation capabilities ensure that your sales team stays efficient, organized, and, most importantly—focused on closing deals.
Campaigns
Great email campaigns can make all the difference in turning leads into customers. Luckily, for an extra $16/month, Pipedrive offers a robust email campaign management system. They offer the following powerful features: Intuitive interface : Pipedrive’s email campaign management is intuitive and easy to navigate, even for beginners. Customizable templates : You can create professional-looking email campaigns with Pipedrive’s customizable templates. Advanced analytics : With built-in analytics tools, you can track the performance of your email campaigns and make data-driven decisions to improve results. We created all sorts of email campaigns using Pipedrive. Some of these included: Newsletter rollout Follow up with affiliate contacts Cold email promotions Webinar announcements Let’s walk you through our process of creating a campaign to showcase our Small Business Bonfire newsletter. First, we selected from one of Pipedrive’s gorgeous email templates (shown below). Next, we were taken to the intuitive drag-and-drop email editor, where we could fully customize our first email. Here’s how it looked (during our testing period). We were able to easily add the following to each email: Images Buttons Video Custom code Social links Text Once our email was customized to our liking, we could easily schedule and send them to our clients (directly from Pipedrive CRM). The CRM offered custom reports on our campaign metrics, giving us insight into the success of each email . In a nutshell, Pipedrive’s marketing automation capabilities are advanced and immensely helpful for small businesses looking to take their email marketing game up a notch.
