Pipedrive Vs. Close CRM 2023: Best Small Business CRM 

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.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} Without the right customer relationship management (CRM) tools to help manage your sales, scaling your business will be impossible.  With leads falling through the cracks, overworked employees, and dissatisfied clients, you could lose a ton of money.  I’m AJ—here to help. I’ve spent the last decade scaling my business (making many mistakes along my climb).  After a successful multiple seven-figure exit, I’ve set my sights on helping entrepreneurs achieve the same financial freedom (without the same pitfalls).  That’s why I’ve put two fantastic sales CRMs head-to-head to see which is best for small businesses.  Both platforms offer a ton of utility to help grow your SMB —though the winner may surprise you!










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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 Close CRM is designed for businesses that want to easily scale their sales and communication efforts.
Try Close CRM Free














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My team and I tested both CRM platforms thoroughly (over six months).  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. Close CRM Comparison Chart



Here’s a quick look at our Close/Pipedrive matchup. 






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Pipedrive Review














Close CRM Review















Pipedrive Vs. Close CRM: Pricing




Pricing is a crucial factor to consider when choosing your CRM.  Let’s see how much Pipedrive and Close CRM cost overall. 











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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Close CRM Pricing​



Close CRM provides three pricing plans. They are the following: Startup – $59/Month Professional – $329/Month Enterprise – $749/Month





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Close CRM Vs. Pipedrive Pricing Winner: Pipedrive



AJ’s Take:  Pipedrive wins by a mile regarding pricing. Close CRM is just too expensive with its advanced plans to hold a candle to Pipedrive. 









Close CRM Vs. Pipedrive: Top Features



Both Close CRM and Pipedrive offer a wide range of features to help small businesses manage their sales process. Let’s take a closer look at what each platform has to offer.



Pipedrive Top Features



Let’s take a look at some of Pipedrive’s top features.



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Pipeline Management


If you want to close deals faster while you scale your sales process, look no further than Pipedrive.  Pipedrive offers some of the best pipeline management in the game for several reasons.  Here are a few: It’s incredibly easy to use You can switch views with just a click Each deal card offers a ton of info at a glance  You can create custom fields and pipelines with ease My team and I tested this feature (over six months) by adding in some of our affiliate marketing deals at Small Business Bonfire.  Here’s how it looked each time we added a new deal to Pipedrive.  Within each deal card, we were able to view (and edit) the following info: Associated contact Organization Title  Value Pipeline & stage Probability Contact info Expected close date This comprehensive view of our deals never felt overwhelming during our testing (which was impressive). Pipedrive provided a fantastic pipeline dashboard (shown below) where we could drag and drop deals to the appropriate stages (in seconds).  Plus, we could switch our view at the drop of a hat, giving us a bird’s eye view of our sales pipeline at all times.   The bottom line:  Pipedrive knocks it out of the park regarding pipeline management. If you want to empower your sales team and close more deals, try Pipedrive. 







Project Management


As your business grows, so does your workload.  Managing all your projects and keeping your team on the same page can be a nightmare (if you don’t have the right tools for the job). That’s where Pipedrive comes in, with fantastic tools to help you manage your projects (available for an extra $8/month ).  With Pipedrive’s project management tools, you can accomplish the following: Set deadlines & assign tasks Create milestones and checklists  View progress on all your projects with a single glance Keep all project-related communication in one centralized place  See how each project impacts your sales pipeline (and make adjustments accordingly) Here’s a sneak peek at a project we created (during our six-month testing period). Each project card held a ton of data and allowed us an overview of each project with just one click.  We also loved the ability to create project templates, saving a ton of time and effort when setting up similar projects.  Here’s how the project template creation looked (to give you a better idea).  The breakdown:  For a robust sales CRM, Pipedrive sure packs a punch when it comes to project management.  It’s one of our favorite Pipedrive add-ons because it’s affordable, user-friendly, and gets the job done. 







Workflow Automation


Another standout feature of Pipedrive is its workflow automation.  This functionality can take your sales team’s productivity and efficiency to the next level.  Here are a few things you can take advantage of: Team notifications:  With instant notifications, you can always keep your team in the loop. This feature comes in handy when important workflow changes or urgent tasks need immediate attention. Custom workflows:  With Pipedrive, you can customize your workflows to perfectly align with your unique sales process. This means you can tailor the system to suit your needs (making your sales cycle more efficient and effective). Automated progress bars:  With Pipedrive, you get these cool visual progress bars that update automatically as you move through different workflow stages. It’s great for tracking and visualizing your progress in real time. During our six-month testing period, we put these features through their paces.  We set up automated workflows, assigned tasks, and tracked progress (using the automated progress bars).  The team notifications informed us about task updates and changes, while the custom workflows allowed us to tailor the process to our specific requirements. The nitty gritty:  Pipedrive’s workflow automation is a game-changer for scaling SMBs.  It enables a seamless, efficient sales process, cutting down manual tasks and allowing your team to focus on what really matters: closing deals. 







Campaigns


If you’re serious about growing your business, you’ll need to be able to create and execute successful marketing campaigns (with high-volume outreach).  With Pipedrive, you get access to integrated email marketing tools (starting at an extra $16/month ).  Here’s what we loved about this feature: Gorgeous, beginner-friendly templates  Intuitive drag-and-drop email editor Automatic scheduling & sending Detailed analytics and reporting  We put these features to the test by creating an email campaign for our newsletter rollout.  We selected from one of Pipedrive’s fantastic email templates (pictured below). Then, we were taken to the email editor, where we could add the following elements: Images Video Text Custom code Buttons Social links Here’s how it looked from our perspective.  Once we customized each email in our campaign, we could set up a schedule for when we wanted them sent out.  Afterward, we could track our campaign’s success with detailed analytics and reporting (which came in handy to fine-tune future campaigns).  The final verdict:  With Pipedrive’s integrated email marketing tools, you can create beautiful campaigns that drive results (without ever leaving the CRM platform).  Although there’s an additional price tag attached to this feature, we think it’s worth every single penny.







Customer Data Management


Managing customer data effectively is crucial for a successful sales operation.  To put Pipedrive through its paces (over six months), we added some of our B2B affiliate marketing contacts. Adding new contacts was a breeze— we simply navigated to the ‘contacts’ section and hit the ‘add new contact’ button.  Here’s how a new contact card looked (for some context). We were able to view the following on each contact card: Name Organization Label Pipeline  Contact info Marketing status While there wasn’t much information for each card, it’s worth pointing out that we could create custom fields (to fully tailor each card to our needs).  From there, we