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!
My team and I spent six months thoroughly testing Pipeline CRM and Pipedrive.
Here’s what we looked at:
Pricing & Free VersionTop FeaturesCustomer ServiceIntegrationsEase of UseBest Mobile AppKnowledge and Learning CenterLimitationsWhich One We Think is Best for Small Businesses
How We Objectively Test Each Platform:
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.
Here’s an overview of our Pipeline CRM/Pipedrive matchup.
Let’s look at how Pipedrive fares against Pipeline CRM regarding cost.
Pipedrive offers a free plan in addition to three paid plans:
Essential: $21.90/MonthAdvanced: $37.90/MonthProfessional: $59.90/MonthPower: $74.90/MonthEnterprise: $119.00/Month
Check out our complete Pipedrive pricing guide.
Pipeline offers three pricing plans.
They are as follows:
Start Plan – $29/MonthDevelop – $39/MonthGrow – $59/Month
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.
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.
Let’s look at some of Pipedrive’s best features.
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 salesAutomate repetitive administrative tasks that eat up your precious timeHave a clear and organized overview of your team’s sales performanceEffortlessly 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:
NameOrganizationValuePipeline stageProbabilityExpected 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!
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 projectsTask assignments and deadlinesProgress trackingFile 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 templateTitleStart & end dateProject boardProject phaseOwnerAssociated dealsAssociated 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.
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.
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 templatesEmail tracking and analyticsPersonalization optionsAutomated email sequencesA 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).
From there, we were taken to the email editor, which featured a helpful drag-and-drop interface.
We found the editor (shown below) easy to use and navigate, even for those with no prior experience in email marketing.
We were able to easily add the following to each email:
TextImagesButtonsSocial linksIconsCustom codeVideo
Once our email was customized to our liking, we could save it as a new template for future use (or schedule and send it off immediately).
The email tracking and analytics feature gave us valuable insights into how our campaigns were performing.
This helped us make informed decisions about our email marketing strategy moving forward.
Additionally, the personalization options and automated email sequences allowed us to target specific contacts and send out personalized emails at predetermined times.
Overall, we found Pipedrive’s campaign feature is a great addition for any SMB looking to up their email marketing game.
Managing customer data effectively is a crucial aspect of any good CRM, and Pipedrive doesn’t disappoint.
To really test this feature, we added in some of our B2B affiliate marketing contacts.
We found that Pipedrive offers a clean, user-friendly CRM interface for managing your contacts.
It provides easy access to valuable data points at just a glance. Don’t just take our word for it, though!
Here’s a quick look at a “new contact” card for context.
During our six-month testing period, there were several aspects of Pipedrive’s contact management that we thought were awesome.
This includes the following:
Intuitive design: The contact card layout is easy to understand at a glance, making it simple to navigate and find the information needed. This allowed for quick and efficient access to customer data.Custom fields: The ability to add our own fields to the contact card enabled us to tailor the information to our specific needs, enhancing the overall utility and flexibility of the platform.Data import/export: We found the data import and export functions to be smooth and error-free, making it easy to integrate with other tools and platforms we were using.Activity tracking: The platform allowed us to track all interactions with each contact, providing a comprehensive overview of the customer journey.Deal association: We could associate deals with specific contacts, offering a clear view of potential and ongoing deals for each contact.
The wrap-up: Pipedrive’s customer data management feature offers a robust and flexible solution for maintaining up-to-date, accessible, and organized customer information.
Pipedrive’s activity tracker is efficient (especially as your company grows and tasks get more complex).
It’s a comprehensive tool that gives you a clear view of all your scheduled activities daily.
And the best part? You can easily add or modify activities right from the dashboard.
During our six-month testing phase, we used this feature extensively and found it offered the following benefits:
Streamlined tasks: The activity tracker ensured we didn’t miss a single important task, as all our activities were clearly laid out in one place.Task priority management: We could set different priority levels for each task and easily drag and drop them according to their urgency.Comprehensive activity cards: The activity cards provided a detailed overview of each task, including due dates, associated contacts or deals, and any relevant notes.Effective notification system: With Pipedrive’s activity tracker, we never missed a deadline or important update thanks to the instant notifications it sent us for any changes in tasks or deals.
Let’s look at a specific example—we scheduled a meeting to negotiate an affiliate partnership (shown below).
We really liked the ability to see our calendar view from within each card, eliminating potential double bookings while scheduling an activity.
Our final thoughts: If you want to improve productivity and organization within your SMB, Pipedrive’s activity tracker is a must-have feature.
Pipedrive offers fantastic lead prospecting, nurturing, and management capabilities with its LeadBooster add-on.
This feature is available for a whopping $39/month (and it’s absolutely worth the price tag).
With LeadBooster, you instantly gain access to the following:
Chatbot: Engage with website visitors and capture their information, even when you’re not online. It’s a powerful tool for lead generation and customer service.Web forms: Create custom forms to capture leads from your website, social media, and other channels. These forms can be synced with Pipedrive for easy management.Prospector: Efficiently search and manage potential leads using advanced filters and lead-scoring capabilities.Live chat: Engage with leads in real-time, qualify them, and easily transfer them to the appropriate salesperson for further follow-up.
These features encompass an all-in-one kit for enhanced lead generation and conversion.
For sales teams aiming to strengthen their sales endeavors drastically, these features are a revelation.
Overall, Pipedrive’s LeadBooster is a worthy investment for SMBs seeking to level up their game.
Let’s go over Pipeline CRM’s top features.
If you’re serious about scaling your SMB, you’ll need powerful contact management tools to help you stay organized.
Enter Pipeline— a CRM designed to help you manage customer relationships and optimize your sales process effectively (without breaking the bank).
We got started testing this feature by adding in some of our B2B affiliate marketing contacts at Small Business Bonfire.
Here’s what we loved about Pipeline’s contact management feature:
Detailed contact profiles: The platform offers a comprehensive view of each contact, including their information, communication history, and associated deals.Contact grouping: We could easily create custom groups for our contacts based on various criteria such as industry, location, or lead status. This made it easier to segment and target specific groups for marketing campaigns.Custom fields: Pipeline offers the ability to add customizable fields to contact profiles for tailored information management.
Here’s a look at a “new contact” card (to help paint a picture).
Pipeline offers a simplified user interface that makes it easy to navigate and access all the necessary information for each contact.
Once we had our contacts added, we were able to get an overview of all of our customer data from our contacts dashboard (shown below).
We really liked how much info we could see for each contact (without it being overwhelming).
While contact management may not seem like the most important feature for ramping up your sales process, trust us—it’s essential.
The bottom line: A well-organized customer database is critical for effective communication and relationship building with potential and existing customers, and Pipeline CRM provides just that.
If you’re going to make data-driven decisions, you need to have access to accurate data in a visually appealing format.
In our opinion, Pipeline’s dashboard view is one of its most useful features.
It offers a snapshot of all essential sales metrics, including the following:
Deals won/lostLeads generatedRevenue earnedSales team performance
Having all this information in one place helps you quickly understand the overall health of your sales process and make informed decisions.
Plus, you can customize the dashboard based on your specific needs and preferences.
Here’s our dashboard view in action.
We really liked the clean design and how easy it was to switch between different metrics and periods.
If you’re in the market for a CRM with robust analytics capabilities, Pipeline is an excellent option.
Managing your deals is a crucial aspect of growing your SMB.
Thankfully, Pipeline CRM offers a robust pipeline management feature that helps you keep track of all your deals and move them through the sales process efficiently.
Here are some notable features of this module:
Customizable pipelines: Create unique pipelines for each type of deal or business process, making it easier to manage and track progress.Deal stages: Set up specific stages for each deal and move them through the pipeline with a simple drag-and-drop interface.Deal filters: Filter pipeline deals based on various criteria such as lead source, deal value, or expected close date, to name a few.
We got started testing this feature by adding in some of our affiliate marketing deals at SBB.
Here’s how creating a deal looked from our perspective.
There was a ton of information in each card, giving us a top-down view of each deal without digging through multiple tabs or screens.
Some of the information we could easily access included the following:
Deal nameOwnerPipeline & stageExpected close dateIndustryClient type Company name Competitors
With Pipeline, we felt we had a complete overview of our deals, from the initial contact to post-sales.
Once we had our deals input, we could view everything from our pipeline dashboard (screenshot below).
We could easily view the status of each deal, in addition to a ton of useful information to help empower our sales team to close more deals.
The nitty gritty: With a name like Pipeline, it’s no surprise that this CRM is incredibly effective at managing pipeline deals and moving them through your sales process.
When it comes to staying on top of your tasks and ensuring nothing falls through the cracks, Pipeline’s agenda tracking and calendar views are well worth the price of admission.
By simply clicking on our calendar (shown below), we were able to seamlessly add new tasks, effectively streamlining our tracking process.
The visual layout of the calendar view allowed us to get a clear picture of our schedule and plan our time more effectively (ensuring we never missed a beat).
Here’s a look at the “new task” card to give you a better idea.
The card was intuitive, providing fields for all necessary task details and allowing us to assign tasks to team members and set reminders.
It’s a tool that speaks to Pipeline’s commitment to helping businesses stay organized and ahead of their tasks.
All in all, we found Pipeline’s agenda tracking and calendar views to be an invaluable tool for task management and staying on track (while scaling).
Making decisions based on concrete data is crucial in today’s fast-paced digital world.
With Pipeline CRM’s powerful reporting and analytics feature, you can:
Identify trends and patterns: Uncover hidden patterns, trends, and insights in your sales data. This can help you identify the most effective sales strategies and replicate them across your team.Monitor performance: Keep track of the overall key performance indicators (KPIs) of your sales team. This lets you understand which team members exceed expectations and which ones need additional support or training.Forecast sales: Use historical data to predict future sales. This can be invaluable when setting realistic targets and budgets.
Our takeaway: Pipeline CRM is perfect for SMBs that want a no-nonsense approach to data management and analysis.
Powerful email automation can help take your business to the next level.
Luckily, Pipeline CRM offers great email automation and syncing capabilities for SMBs wanting to streamline their communication process.
We started testing this feature by integrating our Small Business Bonfire Google account (shown below).
From there, we scheduled and sent many emails to our clients (over six months).
Here’s an overview of our experience:
Email sync: With email sync, Pipeline CRM makes it super easy to keep your communication in one place. No more flicking between your email and CRM. We could email our contacts directly within Pipeline, saving us time and energy.Email tracking: One of the standout features of Pipeline CRM’s email automation is its tracking capability. With this, you can see when your emails are opened or clicked, helping you to gauge engagement and follow up effectively.Email templates: We loved Pipeline CRM’s email templates. These allowed us to create and save customized email drafts, which we could use for outreach or follow-ups. This feature is a huge time-saver and ensures consistency in our messaging.
While Pipeline CRM doesn’t offer some advanced email marketing features (such as A/B testing or a drag-and-drop email editor), it provides everything an SMB needs to effectively communicate with clients and potential paying customers.
The need to know: If you need a no-nonsense email automation solution, Pipeline CRM has you covered.
AJ’s Take: While Pipeline provides many great features for SMBs, Pipedrive ultimately has more firepower. With its powerful campaign creation, fantastic pipeline management, and LeadBooster capabilities, Pipedrive easily takes the crown.
Let’s look at how Pipedrive and Pipeline CRM stack up in customer service.
We’ll compare the following metrics:
Availability Knowledge baseTrainingResponsive support
Pipedrive offers fantastic customer service across the board.
Let’s break it down in terms of the following:
Availability: Pipedrive offers 24/7 email, phone, and live chat support. They were always available when we needed them. Knowledge base: Pipedrive has a comprehensive knowledge base that covers all features and use cases. We were able to find answers to our questions quickly.Training: Pipedrive offers on-demand training and personalized training sessions with a dedicated customer success manager. This was incredibly helpful for getting our team up and running quickly.Responsive support: In our experience, Pipedrive’s support team was always responsive and helpful. Any issues or questions we had were resolved promptly.
Let’s see how Pipeline manages when it comes to the following:
Availability: Pipeline offers 24/5 email and phone support but no live chat option. The longest we waited for a response was 3 hours.Knowledge base: Pipeline’s knowledge base is well-organized and covers all platform features.Training: Pipeline offers webinars, online courses, and a dedicated account manager for personalized training. We appreciated the hands-on approach to learning.Responsive support: While we did experience some delays in response time, overall, Pipeline’s support team was helpful and resolved our issues effectively.
AJ’s Take: Pipedrive wins this round easily with its exceptional customer service and lightning-fast response times!
If you’re serious about scaling your business, integrations are a must-have.
Let’s look at how Pipeline CRM and Pipedrive stack against each other.
Pipedrive offers an extensive range of native integrations.
Some of our favorites include the following:
MailChimpSlack TrelloMicrosoft TeamsIntercomZapierGoogle Workspace
We could easily connect all our favorite apps using Pipedrive’s user-friendly integration marketplace (which made it easy to search for exactly what we needed).
Plus, Pipedrive offers a great Zapier integration for thousands of additional third-party integrations.
Pipeline offers an easy-to-navigate app store with some great native integrations.
Some of these include the following:
Pipeline also offers a great Zapier pairing for additional third-party add-ons (which we thought was great).
AJ’s Take: Pipedrive takes the cake here with more powerful native integrations. Pipeline CRM is a close second.
If your main priority is an intuitive CRM that doesn’t require a steep learning curve, you’ll want to read this section.
We tested both Pipeline CRM and Pipedrive for ease of use, and here’s our take.
Pipedrive is extremely easy to use.
With its simple, user-friendly interface, it was a breeze to navigate and get started with. We could customize our pipeline, add leads and deals, and set up email automations in no time.
Plus, Pipedrive offers helpful tutorials and guides throughout the platform for any questions or confusion that may arise.
Pipeline CRM does have a bit of a learning curve, especially for those new to CRMs.
While it has a clean interface and is fairly easy to navigate, we found some features (like creating campaigns) took more time to master.
However, with some practice and exploring the knowledge base, we were able to get the hang of it.
AJ’s Take: Pipedrive wins this round with its seamless user experience and intuitive design. Pipeline CRM may take time for new users to get the hang of, but it’s still manageable.
Having all your CRM data on the go is essential in today’s fast-paced business world.
Let’s see how Pipeline CRM and Pipedrive compare in terms of mobile apps.
The Pipedrive mobile app is available for both iOS and Android devices.
With the app, you can access the following features:
View and edit deals
Add new contacts, leads, and activitiesAccess your pipelineReceive notifications for important updatesSchedule and track activities
The interface is clean and user-friendly, making it easy to manage your pipeline while on the go.
Pipeline CRM offers a mobile app for iOS and Android devices.
Some of its features include:
View, edit, and add deals and contactsSchedule tasks and eventsReceive notifications for important updatesManage contacts
The interface is simple, providing a great way to manage your pipeline while on the go.
AJ’s Take: Both Pipedrive and Pipeline CRM offer great mobile apps with similar features. It’s a tie here.
A great knowledge center can make all the difference in quickly learning how to use a new platform.
So, which CRM takes the cake in this category?
Pipedrive offers a comprehensive knowledge center with tutorials, webinars, and a community forum.
Plus, Pipedrive Academy offers online courses to help users get the most out of the platform.
Pipeline provides a great knowledge center and plenty of CRM tools to help users learn how to use the platform effectively.
AJ’s Take: Both platforms offer robust knowledge centers with resources to help users learn and leverage the platform’s features. We couldn’t pick a clear winner here.
No CRM is perfect, and both Pipeline CRM and Pipedrive have limitations.
Pipedrive is a powerful CRM, but we noticed the following limitations:
Limited customer journey: While Pipedrive offers a great sales pipeline, it cannot map out and track the entire customer journey.No free plan: Pipedrive offers a 14-day free trial but doesn’t have a free plan.
Pipeline is a great platform, but we found the following limitations:
No free plan: Pipeline has a free 14-day trial but no free plan.Limited marketing features: While Pipeline CRM offers some basic marketing tools, it may not be robust enough for businesses with larger marketing needs. Limited project management: Pipeline CRM doesn’t offer much in the way of project management.
AJ’s Take: While both platforms have limitations, Pipeline CRM’s lack of project management or advanced marketing features might be a deal-breaker for some businesses.
There you have it, folks—Pipedrive is our overall winner!
If you’re looking for sales software to help you scale your sales efforts and empower your teams to succeed, Pipedrive has our vote.
If you need a fantastic, no-frills approach to CRM and sales management, Pipeline CRM is definitely worth a try.
Both platforms have free trials, so check them out today (no risk, all reward).
The post Pipedrive Vs. Pipeline CRM 2023: Final Verdict for Small Businesses appeared first on Small Business Bonfire.
Blog powered by G6
Disclaimer! A guest author has made this post. G6 has not checked the post. its content and attachments and under no circumstances will G6 be held responsible or liable in any way for any claims, damages, losses, expenses, costs or liabilities whatsoever (including, without limitation, any direct or indirect damages for loss of profits, business interruption or loss of information) resulting or arising directly or indirectly from your use of or inability to use this website or any websites linked to it, or from your reliance on the information and material on this website, even if the G6 has been advised of the possibility of such damages in advance.
For any inquiries, please contact [email protected]