Are you in need of a CRM but looking for an alternative to Pipedrive? We’ve got you covered with this list of customer relationship management tools that can help any company grow. Getting organized is key to any successful freelancer. It’s also paramount to growing your business beyond those first few steps with clients. Almost anyone who has been working in the customer-service industry long term has heard of Pipedrive. It’s one of the best-known brands in the business, focused on developing customer interactions and streamlining your sales pipelines without wasting precious time and energy.
- Pipedrive is extremely customizable, letting users build their own unique pipelines and advanced reports
- Tracking communications with clients and with those in your sales cycle
- Allows for recording complete contract histories and a customer database
- Automate tasks, lead sourcing, and even call center management
- It integrates with over 350 third party platforms and services
- Essential – $12.50 a user per month
- Advanced – $24.90 a user per month
- Professional – $49.90 a user per month
- Enterprise – $99.90 a user per month
However, it isn’t the only CRM tool on the market; many alternatives are just as well-suited – if not better – for your unique needs and budget. Not all CRMs are created equal and your choice likely depends on what features are most important for your work.
Pipedrive Alternatives we are looking at:
2. Hubspot CRM
5. Insightly CRM
Bloom is a user-friendly CRM designed with freelancers and small business owners in mind. The straightforward design makes it easy to dive into the features and build your own. It integrates well with several other online tools like Gmail, Microsoft, and more – including so far as to collect payments from invoices and automate payment reminders. Bloom makes repetitive tasks easy, offering everything from contract and email templates, esignatures, and dynamic customizable workflows. It puts workflow and customer data right at your fingertips. Bloom excels at generating leads by keeping the sales process easy for clients. Bloom’s additional features include 1 terabyte of storage for photo deliveries, making this a perfect alternative for those photographers needing more storage. Unlike other platforms that charge additional fees for add-on services or pricier, elite membership plans, Bloom keeps it simple with one overall price that gives you everything (including dedicated support for your business). Additionally, Bloom also offers 24-hour support.
Starter Plan – Free trial no credit card required
Standard Plan – $39 a user per month
Studio Plan – $79 a user per month
Designed for any marketing teams or sales teams, Hubspot is one of the more popular alternatives to Pipedrive because it’s both a CRM/Sales platform that also doubles as a customer service software. Along with automating workflows, numerous templates, and web design tools, it gives you the means to develop personal email sequences and an incorporated form builder. Hubspot’s user friendly features include email sync, business goals, sales forecasts, sales activities, sales sequences, marketing strategies and delivery features. Much like Pipedrive, it integrates with other programs like Microsoft, Mailchimp, and GSuite. Where it lacks is in the sales analytics features. There have also been some issues with their email integration functionality.
Plus Plan – $29 a user per month
Professional Plan – $49 a user per month
Enterprise Plan – $99 a user per month
The best thing about Zoho is its versatility. It’s great for both small and large organizations in many fields, from small freelance creators to larger real estate agencies and retail establishments. It’s a terrific product for inventory tracking and product shipping management. With some of the higher tier plans, Zoho has an integrated AI that can help Enterprise level sales teams prioritize leads and manage sales. Zoho is a cloud application with an intuitive interface that helps streamline your opportunity reports, sales processes, and potential customers. While the overall pricing is comparative to most other CRMs, the additional add-ons (while incredibly versatile) do add to the overall cost.
Standard Plan: $14 a user per month
Professional Plan: $23 a user per month
Enterprise Plan: $40 a user per month
Often marketed as an online collaboration app, Monday.com is a great piece of software for teams who want to streamline their workflow and coordinate project planning. For a project management tool, this CRM works great and has tons of features designed to boost your productivity. Monday.com’s project management features make this a great alternative with its reporting feature, simple user interface, and marketing strategies all on a single platform. Monday.com isn’t just a collaboration platform but their CRM has powerful features like sales forecasting, sales opportunity, deal management which is perfect for sales agents, sales managers or any sales professional actually. Monday.com can be difficult to navigate at times, leaving users frustrated if they are looking for specific tools. It also lacks a chatbot feature, a live chat, and does not keep a library document. It’s designed for in-house management and while those features for sales and marketing are growing, it’s still not quite on the same level as other options on our list.
Standard Plan: from $30 per month (depends on the number of users)
Professional Plan: from $48 per month (depends on the number of users)
Enterprise Plan: At Request
A user-friendly platform that combines sales, workflow efficiency, and project management, Insightly is a robust CRM product for small businesses. It’s great for keeping the sales and project delivery coordinated and collaborative without breaking the bank. Insightly is intuitive for use and integrates with many other sales and management tools. Insightly has positive customer reviews and quality customer care. They are a sales machine perfect for sales managers looking to perfect their sales processes.
While this is a relatively inexpensive CRM, they do have a Marketing tool that is not included in the base pricing. This separate service, Insightly Marketing, may be indicative of their changing price plan. It also lacks the same scale of reports and dashboard functionality as other platforms.
Free Plan: free for 2 users
Standard Plan: $29 a user per month
Which Pipeline Alternative is for you?
Which of these business management software solutions is best suited for you? Each of these 5 tools will benefit your small business in different ways. Some are more sales heavy while others like Bloom focus more on streamlining your processes to give your clients the best experience. Try out these tools and see which one is right for your business.
If you think we’ve left a Pipedrive alternative tool out, leave a comment or visit one of our social media pages to let us know. In the meantime, why not sign up for a free trial of Bloom and experience it for yourself?