/*! elementor - v3.17.0 - 01-11-2023 */
.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} Both Pipedrive and Freshsales are fantastic options to help you scale your sales, but which one comes out on top? The right CRM can help scale your SMB to new heights, while the wrong one can ultimately tank your business . I’m AJ, here to offer my advice. I’ve used (just about) every CRM tool on the market while scaling my business (to a multiple seven-figure exit). My mission is to help you grow your business and achieve financial freedom (in a fraction of the time it took me). So, let’s break down this CRM showdown to see which platform takes the cake. Spoiler alert —this was a close one!
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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: 4.7/5 Check out Freshsales if you're looking to scale your sales across the board.
Try Freshsales Free
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My team and I took an in-depth look at Freshsales and Pipedrive (over six months). Here’s what we evaluated: 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. Freshsales Comparison Chart
Here’s the overview of our Pipedrive/Freshsales battle royal.
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Pipedrive Review
Freshsales Review
Pipedrive Vs. Freshsales: Pricing
Pricing is a crucial factor in choosing a CRM . So, let’s look at how Pipedrive and Freshsales fare regarding overall 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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Freshsales CRM Pricing
In terms of pricing, Freshsales offers 3 plans in addition to a free plan. Here are the plans they offer: Free Plan – Free Forever Growth – $18/Month Pro – $47/Month Enterprise – $83/Month
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Freshsales Vs. Pipedrive Pricing Winner: Freshsales
AJ’s Take: Freshsales wins this round with a fantastic free plan in addition to affordable, scalable pricing plans. Pipedrive also charges extra for additional features, making it potentially very costly.
Freshsales Vs. Pipedrive: Top Features
Features can make or break a CRM. So, let’s see how Pipedrive and Freshsales compare in this regard.
Pipedrive Top Features
Let’s look at some of the features that make Pipedrive stand out.
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Pipeline Management
When it comes to scaling your sales process, it’s crucial to have a well-organized pipeline. Pipedrive’s pipeline management capabilities allow you to accomplish the following (with ease): Drag and drop deals between stages Switch between multiple views with just a click Customize your pipeline stages to fit your unique sales process Schedule activities directly from the pipeline To test this feature, my team and I added some affiliate marketing deals at Small Business Bonfire. Here’s how a “new deal” card looks (to give you a better idea). Within each card, we could easily view and edit the following info: Associated contact Organization Title Value Stage Probability Expected close date Contact info Custom fields This allowed us to keep everything organized and on track, making it easy to prioritize and focus our efforts. Once we had all of our deals put into our pipeline dashboard (shown below), we could quickly move them around between stages. We especially liked the ability to easily schedule activities with each deal by simply clicking on the pipeline itself. Here’s how it looked to schedule a follow-up meeting with a client. Each activity card lets you view your calendar (to avoid double booking) and add specific details to each meeting. Our take: Pipedrive’s pipeline management feature is smooth, organized, and easy to use. In fact, we think that Pipedrive offers some of the very best pipeline management in the game.
Project Management
As your business grows, your projects can easily become overwhelming. Pipedrive’s project management feature (for an extra $8/month) makes it easy to keep your team on the same page while tackling all your projects. Pipedrive’s project management allows you to accomplish the following: Create and manage projects Create project templates Assign tasks and due dates Set priorities Monitor progress We tested this feature by adding and managing several projects we’re working on at Small Business Bonfire. We were able to easily add new projects and edit the following information: Project name Project description Title Start and end dates Project status Owner Associated deals & contacts Here’s how it looked during our testing (to give you some context). We especially liked Pipedrive’s project template creation, which allowed us to build templates for frequently recurring projects (saving us time and effort). Check out a sneak peek into our template customization process. The bottom line: Pipedrive’s project management capabilities make it easy to stay on top of your projects as you scale your SMB.
Workflow Automation
Workflow automation is key in handling repetitive tasks so you can focus your energy and time on other important aspects of your business. With Pipedrive, it’s incredibly easy and hassle-free. Let’s delve into some of the aspects that make Pipedrive’s workflow automation a true standout: Custom workflows: Pipedrive allows you to create custom workflows tailored to the unique needs of your business. This means you can automate tasks based on specific triggers or actions, ensuring efficiency and consistency in how your team handles various sales processes. Notifications: With Pipedrive, you can set up automated notifications to keep your team in the loop. Notifications pop up for various events, such as when a deal moves to a new stage, an important task is due, or when customer interaction requires immediate attention. This ensures that nothing falls through the cracks (and your sales team is constantly updated). Progress bars: Pipedrive features visual progress bars that allow you to monitor the status of your workflows. They offer at-a-glance insights into how your processes are faring, the milestones you’ve achieved, and what’s left to be done. Our two cents: Pipedrive’s workflow automation feature is comprehensive and designed to streamline your sales process, driving productivity and effectiveness in your business.
Campaigns
Pipedrive offers the ability to create, schedule, and send powerful email campaigns for an additional $16/month. We tested this feature (over six months) by creating and sending tons of email campaigns. Let’s walk you through our experience creating a campaign to showcase our newsletter. To start, we selected from one of Pipedrive’s gorgeous templates (shown below). These templates are perfect for beginners who want to create advanced emails (with no coding knowledge necessary). Once we had our template, we were taken to the fantastic drag-and-drop editor (shown below). This editor offered a fantastic interface to easily create every stage in our campaign. Within each email, we could easily add the following elements: Text Images Videos Buttons Custom code Social media links From there, we could schedule and automatically send off emails for each stage of our campaign. Plus, we could track how each email was doing with Pipedrive’s powerful analytics. With the CRM software, we were able to view the following: Open rates Click-through rates Unsubscribes Bounces The nitty gritty: Pipedrive’s campaign feature is incredibly intuitive, making it easy for even novices to create professional-looking emails that drive results.
Contact Management
Having your client data in one secure location is essential to running a successful SMB. If you’re stuck using sticky notes and spreadsheets to manage your customer data, chances are you’re running into problems with consistency and accuracy. That’s where Pipedrive steps in to make your life easier. Pipedrive’s contact management capabilities make it simple to store and access all of your client info in one place . We tested this feature by adding some B2B affiliate marketing contacts to the platform. Here’s how it looked to add a “new contact” card.
