Top 10 Best Pipedrive Alternatives (Free & Paid CRM Software)

Updated Jul 20, 2023.

Pipedrive is a popular CRM tool that helps companies manage their sales pipeline. However, depending on your needs and budget, it’s not the best solution for every company. That’s why we’ve compiled the best Pipedrive alternatives here to help you find the perfect solution for your business needs. Our top five picks are:

Hubspot icon

HubSpot

With HubSpot CRM, you'll have everything you need to grow your business in one place, from lead generation to deal tracking to customer support.
Monday icon

Monday CRM

Monday CRM is an all-in-one CRM system that allows you to collect and manage leads from multiple sources, so you'll never miss an opportunity to close a deal.
Zoho icon

Zoho CRM

Zoho CRM puts the power of sales automation, lead management, deal tracking, and customer relationship management at your fingertips.
Keap icon

Keap

Keap's CRM software is designed to help you grow your small business, streamline your workflows, and easily manage your customer information and relationships.
Salesforce icon

Salesforce

Salesforce CRM is a cloud-based solution that lets you scale your customizations to match your business needs, from creating custom fields to building workflows.

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Pipedrive is a popular customer relationship management (CRM) software known for its simple user interface and powerful pipeline management features. While Pipedrive CRM is excellent for many growing businesses, it's not the perfect solution for everyone. Depending on your company's needs and preferences, you may find one of the many Pipedrive alternatives better fits you.

Many good alternatives exist if you're looking for advanced features, industry-specific functionality, or a different user experience. In this guide, we'll introduce you to the best Pipedrive CRM alternatives and highlight some key features and benefits to help you find the right CRM software for your business needs.

Best Pipedrive Alternatives for Sales Teams

Here are the best Pipedrive CRM alternatives that your sales team can use.

1. HubSpot

Best Overall Pipedrive Alternative

Pros
  • Easily keep track progress of your email campaigns
  • Set and edit the level of access for each user
  • Secure your content with a free SSL certificate
Cons
  • Content strategy creation is available only with the Premium plan
  • Setting up the dashboard may be confusing for beginners
  • Slow customer support
Hubspot icon
HubSpot
4.6
Editorโ€™s Take

With its user-friendly interface, powerful features, and competitive pricing plans, HubSpot CRM has become a popular choice for businesses of all sizes and industries. It is an all-in-one customer satisfaction platform with sales, marketing, and customer service tools. This makes it easy for you to manage all aspects of the customer journey in one place without the need for multiple software solutions.

Best For
Overall
Price
$0/mo – $3,600/mo
Annual Discount
Save 10%
Promotion
Free Plan

HubSpot is a powerful customer relationship management (CRM) software that offers comprehensive reporting, analytics, and automation features. This all-in-one platform helps businesses manage their customer relationships more effectively.

Best Features

Marketing Automation

HubSpot CRM allows you to create email marketing campaigns, social media posts, and lead-generation workflows triggered by specific actions or behaviors. It also includes customizable landing pages, lead capture forms, and pop-ups, helping you create compelling and targeted marketing campaigns that drive results.

Lead Capture

HubSpot CRM's lead capture feature allows you to easily capture information from website visitors and turn them into leads. You can create customizable lead capture forms and pop-ups that can be embedded on landing pages or blog posts. These forms can be set up to trigger based on specific actions, such as scrolling, time spent on a page, or exit intent. Lead capture makes HubSpot CRM one of the leading Pipedrive alternatives.

Reporting and Analytics

With this CRM, you can monitor important indicators, including website traffic, email opens and clicks, and the progress of deals through the use of diverse reports and dashboards. You can create customized reports to track specific KPIs and monitor your progress over time. HubSpot CRM's analytics feature includes attribution reporting, allowing you to see which marketing channels drive the most leads and revenue.

Contact Management

The contact management function of HubSpot CRM enables you to maintain a centralized and up-to-date record of all your customer data. You can effortlessly transfer your contacts from other systems, manually add new ones, or automatically extract customer information from your website. Additionally, HubSpot CRM incorporates robust search and filtering tools that let you quickly find your contacts and group them by specific needs.

Email Marketing

Create and send professional email campaigns to your contacts with HubSpot's email marketing feature. This CRM provides a variety of pre-built email templates, or you can create your own using a drag-and-drop editor. You can customize your emails with personalization tokens and use A/B testing to optimize your email content and subject lines.

Pricing

Read more Hubspot pricing

HubSpot offers four pricing plans that you can choose from depending on your use case:

  • Free
  • Starter
  • Professional
  • Enterprise

The lowest-paid plan starts from $30 per month.

With HubSpot CRM, you can use a free plan to access marketing and service tools. This plan is perfect for individuals or businesses just starting.

2. Monday CRM

Leading Pipedrive Alternative for Lead Capturing

Pros
  • Offers web forms to capture leads easily
  • Stay on top of your work at all times with customizable notifications
  • Easily manage your work with a Kanban view
Cons
  • Offers automatic lead scoring feature only with the Enterprise plan
  • Does not offer free guest access for the Basic plan
  • Charts and graphs are only available with the Pro and Enterprise plans
Monday icon
Monday CRM
4.4
Editorโ€™s Take

Monday CRM is a competent and user-friendly platform for managing your business's sales process. This intuitive and powerful platform offers a range of customizable tools to capture leads from your website, social media channels, and other sources. With Monday CRM features, you can create stunning landing pages and forms optimized for lead conversion. Plus, you can automate lead capturing using intelligent triggers, ensuring you never miss an opportunity to engage with a potential customer.

Best For
Lead Capturing
Price
$0/mo – $30/seat/mo
Annual Discount
Save 18%

With Monday CRM, you can take your sales game to the next level and achieve your business goals. This user-friendly platform offers powerful lead-capturing capabilities, customizable tools, and a range of features to help you manage your sales methodology and improve your conversion rates.

Best Features

Lead Tracking

Monday CRM's lead tracking feature allows you to gain valuable insight into your leads and their interactions with your business. This powerful feature enables you to monitor every touchpoint of your leads, from their first visit to your website to their final purchase decision. By employing comprehensive lead tracking, you can categorize your leads based on their level of engagement and fine-tune your follow-up approach accordingly.

Automated Follow-Up

Take the guesswork out of lead nurturing and ensure no potential customer falls through the cracks. This powerful CRM allows you to set up automated follow-up sequences triggered by specific actions or events, such as a lead filling out a contact form or requesting a demo. You can customize each sequence to meet your specific needs, including the frequency and type of communication channel.

Customized Sales Pipeline

Monday CRM allows you to create a customized pipeline that reflects your unique sales methodology, with stages corresponding to your steps to close a deal. You can drag and drop leads between stages as they progress through the pipeline and add custom fields and tags to keep track of important information, such as lead source and deal size.

Collaboration Tools

With its built-in collaboration tools, you can easily communicate and work with your sales team members to get deals closed faster. Whether you need to share notes on a lead, assign tasks to team members, or keep everyone updated on the latest developments, Monday CRM makes it easy. You can create and assign tasks within the platform and set deadlines and priorities. These tools make Monday one of the leading alternatives to Pipedrive.

Customizable Workflows

Monday CRM offers a robust, customizable workflows feature that allows you to create automated processes tailored to your business needs. With this feature, you can streamline your deals and marketing workflows and ensure that nothing falls through the cracks. The workflow feature allows you to create custom rules and triggers that automate repetitive tasks, saving time and energy.

Pricing

Monday CRM offers four plans for you to choose from:

  • Basic
  • Standard
  • Pro
  • Enterprise

The basic plan starts from $12.5 per seat per month.

Monday CRM also gives you access to a free 14-day trial, where you can customize unlimited pipelines and access your teamโ€™s activity logs.

3. Zoho CRM

Top Pipedrive Alternative for Sales Automation

Pros
  • Effectively manage multiple sales processes and track opportunities
  • Stay on top of your emails with real-time notifications
  • Get access to all critical metrics right from your dashboard
Cons
  • Page layouts, custom buttons, and custom modules are only available with the Enterprise and Ultimate plans
  • Slow customer support
  • Offers customer segmentation only with the Enterprise and Ultimate plans
Zoho icon
Zoho CRM
4.2
Editorโ€™s Take

Zoho CRM is a powerful CRM platform designed with sales automation in mind. It offers various features that will help you streamline your sales process and boost your revenue. For example, you can automate tasks such as lead nurturing, email marketing, and sales follow-up, freeing your sales teams to focus on high-value activities. The platform also offers advanced lead scoring and routing capabilities, allowing you to prioritize your leads.

Best For
Sales Automation
Price
$20/mo โ€“ $65/mo
Annual Discount
Save up to 34%

Zoho CRM is the ideal choice for businesses of all sizes looking to streamline their sales methodology and boost their bottom line. Whether you're looking for lead generation or customer data analysis, this complete CRM has everything you need to succeed in today's competitive marketplace.

Best Features

Contact Management

Zoho CRM's contact management feature helps you keep track of your contacts in one central location. This tool lets you capture leads, manage your pipeline for deals, and nurture customer relationships. You can store a wide range of information about your contacts, such as their name, email address, phone number, company name, and job title.

Email Marketing

You can produce and transmit polished emails to your leads and customers directly from the CRM. It gives you the flexibility to personalize your emails and assess their effectiveness through real-time analytics. Also, this CRM shows an email deliverability score that helps you improve your email open and click-through rates.

Customization

With Zoho CRM, you can customize your fields, layouts, and modules to match your business processes, ensuring that your sales team has access to the info they need to make informed decisions. You can also create custom functions and workflows to automate tasks and save time, improving your team's productivity.

Task Automation

The platform offers a feature that allows you to automate repetitive tasks, streamline your workflow, and save time. This feature allows you to create workflows that automatically trigger actions based on specific conditions. It ensures that your team stays on track and that no essential tasks fall through the cracks.

Advanced Security

Zoho CRM offers advanced security features to help keep your data safe and secure. The platform includes multiple layers of protection, including role-based access control, IP restrictions, and SSL encryption. Additionally, Zoho CRM adheres to industry-standard security protocols and undergoes regular security audits to ensure your data is always protected.

Pricing

Zoho CRM offers four plans for you to choose from:

  • Standard
  • Professional
  • Enterprise
  • Ultimate

The basic plan starts from $20 per month.

With Zoho CRM, you also get access to a free 15-day trial, where you can customize your homepage, manage pipelines, and receive money from vendors in multiple currencies.

4. Keap

Best Pipedrive Alternative for Small Businesses

Pros
  • Easily set online appointments with your leads
  • Mobile app offers ready access to contacts, appointments, and tasks
  • Easily add partners to your Keap account and choose their access level
Cons
  • Lead source tracking is only available with the Max Classic plan
  • Expensive plans
  • Cannot create and connect multiple landing pages
Keap icon
Keap
4.1
Editorโ€™s Take

Designed specifically for small and medium-sized businesses, Keap provides an all-in-one solution for managing customer relationships, automating sales and marketing tasks, and streamlining operations. So whether you need to manage contacts, schedule appointments, or follow up with customers, Keap can handle all with ease. And with its intuitive user interface and customizable features, even those with limited technical experience can quickly get up and running.

Best For
Small Businesses
Price
$189/mo โ€“ $249/mo
Annual Discount
Save 20%

Keap is ideal for entrepreneurs who want to take their businesses to the next level. Its intuitive user interface and customizable features make the platform easy to use, even for the technically inexperienced.

Best Features

Marketing Automation

With this feature, you can easily create and send targeted email campaigns to your contacts, schedule social media posts, and track the results of your inbound marketing efforts. Keap's marketing automation also allows you to segment your contacts based on specific criteria. This enables you to tailor your messaging and increases the likelihood of conversion.

Client Management

Easily organize your client data in one place, including contact information, notes, appointments, and more. This makes it easy to keep track of customer relationships and provide personalized service. One of the biggest strengths of Keap's customer management is the ability to automate repetitive tasks and workflows. Several customization options let you tailor the platform to your business needs.

Easy Invoicing

Keap's invoicing feature is designed to simplify billing and payment procedures for small businesses. You can conveniently create and send invoices to your customers with a professional look, monitor their progress, and receive online payments. Additionally, you can configure recurring invoices for customers who make frequent payments, saving valuable time and resources. Keap is one of the top alternatives to Pipedrive, with its invoicing system.

Reporting Dashboard

Unlock the power of data with Keap's reporting dashboard. With this feature, you can easily track your deals, marketing, and overall business success all in one place. The reporting dashboard is highly customizable, allowing you to choose the specific metrics you want to track and display. This means you can track revenue, leads, and customer acquisition costs, giving you a comprehensive overview of your business performance.

Customer Segmentation

Gain a deeper understanding of your customers and personalize your marketing efforts to meet their needs. By grouping contacts based on criteria such as demographics, behavior, or purchase history, you can create targeted campaigns that resonate with your customers and drive engagement. Keap's customer segmentation offers complete customization as well.

Pricing

Read more Keap pricing

Keap offers three plans for you to choose from:

  • Pro
  • Max
  • Max Classic

The basic plan starts from $149 per month when paid annually.

With Keap, you get access to a free 14-day free-trial where you can get access to B2B management and branded landing pages.

5. Salesforce

Leading Pipedrive Alternative for Scalable Customizations

Pros
  • Get a complete overview of customer interactions by integrating with Gmail or Outlook
  • Track critical details about every deal on a centralized dashboard
  • Get real-time insights for efficient sales management
Cons
  • Lead scoring feature is only available for the Unlimited plan
  • Not the best choice for startups as the monthly pricing is too high
  • Reporting feature is slightly buggy
Salesforce icon
Salesforce
4.0
Editorโ€™s Take

Salesforce is a highly customizable and scalable CRM platform that has revolutionized how companies manage customer relationships. With its robust suite of tools and integrations, Salesforce allows businesses to drive greater revenue. The platform offers various customization options, allowing companies to tailor it to their unique needs and workflows. This includes creating custom fields, objects, and workflows for sales & marketing teams.

Best For
Scalable Customizations
Price
$25/user/mo โ€“ $300/user/mo
Annual Discount
None

Salesforce is a leading sales CRM platform that enables companies to connect with their customers and grow their businesses. With its robust sales, marketing, and customer service tools, Salesforce offers a comprehensive solution that can help companies increase efficiency and drive growth.

Best Features

Customer Service Management

Effortlessly manage customer inquiries, track cases, and resolve issues quickly and efficiently with Salesforce. The customer service management feature offers powerful tools for automation that help you streamline workflows and improve response times. You can create customized workflows and escalation rules, set up automatic case routing, and use chatbots and AI-powered tools to address common issues.

Customizable Reports

Create custom reports that display the metrics and data that matter most to you using a simple drag-and-drop interface and powerful customization options. Schedule reports to run automatically and choose from various visualization options, including charts, graphs, and dashboards, to interpret and share your data visually and compellingly.

Opportunity Management

This powerful tool allows you to track your sales opportunities from start to finish, ensuring you never miss a deadline and always maximize your revenue potential. Customizable sales stages, automatic reminders, and notifications help you stay on top of every opportunity.

Collaboration Tools

Easily share information, collaborate on projects, and work together more effectively, regardless of your location or device, with this sales CRM platform. With the real-time messaging and chat functionality, you can easily send messages, share files, and collaborate with your sales team in real time, improving communication and making it easier to work together.

Workflow Automation

Automating repetitive tasks and approvals can save time and reduce errors while freeing up resources for more high-value work. With the intuitive visual process builder, you can easily customize workflows, from lead assignments to opportunity updates, to suit your business needs. It ensures that critical decisions are made by the right people at the right time.

Pricing

Salesforce has four plans for you to choose from:

  • Essentials
  • Professional
  • Enterprise
  • Unlimited

The basic plan starts from $25 per user per month and is billed annually.

Salesforce offers a 14-day free trial where you can integrate your email, manage your pipeline, and cross-sell more easily.

6. Freshsales

Top Pipedrive Alternative for Deal Management

Freshsales - Accelerate your revenue with context-driven sales

Freshsales is the ultimate sales CRM tool that helps you close more deals and grow your business. Its intuitive interface, powerful automation features, and advanced analytics make it the perfect solution for any sales team looking to streamline its processes.

Best Features

Email Management

Freshsales' email management feature is a game-changer for small or medium-sized businesses looking to optimize communication and increase email productivity. With its smart inbox, you can easily manage all your emails in one place, while its email tracking capabilities give you real-time insights into your prospects' engagement levels.

Sales Forecasting

The AI-powered forecasting engine uses historical data and machine learning algorithms to help you predict future sales revenue. With its advanced analytics and reporting capabilities, you can track key metrics, identify bottlenecks, and optimize your sales methodology for maximum efficiency and growth. Its collaborative features make it easy to share your forecasts and reports with your team.

Deal Management

Efficiently track and manage all your deals in one place, collaborate seamlessly with your team, and close deals faster than ever. The customizable deal stages allow you to create a sales process that suits your unique needs and track deals accordingly. This feature helps you stay organized and clearly view your sales pipeline.

Multi-Currency

Freshsales' multi-currency feature is the tool to sell seamlessly and manage multiple currencies. With this feature, you can create deals and invoices in over 160 currencies, automatically convert currencies based on real-time exchange rates, and gain full visibility into your pipeline across different countries and currencies. The availability of multiple currencies makes Freshsales one of the best Pipedrive alternatives.

Deal Insights

Freshsales' Deal Insights is a powerful tool that provides valuable insights into deals. It helps you identify potential issues and take action to ensure successful deal closure. The feature stands out with real-time updates that give you an up-to-date view of your deals and their progress. Additionally, it includes powerful analytics and reporting capabilities, allowing you to track key metrics and identify areas for improvement.

Pros

  • Offers customizable stages that capture the lifecycle of your lead
  • User-friendly and elaborate sales dashboard
  • Track your deals in Kanban, Timeline, or Funnel view

Cons

  • Limited custom modules are available even for the Enterprise plan
  • Personalized emails are limited
  • Conference calling option isn't available for the Growth plan

Pricing

Freshsales has three plans to choose from:

  • Growth
  • Pro
  • Enterprise

The lowest plan starts from $15 per user and is billed annually.

With Freshsales, you can access a 21-day free trial to view your activity on a central dashboard and manage your business.

7. Copper

Best Pipedrive Alternative for Google Workspace

Copper - Win clients for life with Copper

Copper is an innovative sales CRM platform that simplifies how you manage your sales processes. With its intuitive interface, powerful automation capabilities, and seamless integration with G Suite, Copper CRM helps you focus on building meaningful relationships with your customers.

Best Features

Activity Management

This powerful CRM allows you to manage all your tasks, events, and meetings in one easy-to-use interface, so you can attend to all important deadlines and follow-ups. Copper's activity management stands out for its intuitive design, making creating, assigning, and tracking tasks, events, and meetings easy. Set reminders and notifications to ensure you never fall behind on your schedule and always stay on top of your game.

Opportunity Management

With an intuitive interface and powerful collaboration tools, you can easily track and update your opportunities from lead to close. You'll gain valuable insights into your sales methodology with the ability to track details such as deal stage, value, and probability of closing. Plus, with the ability to customize workflows and automate tasks, you can increase efficiency and productivity.

Sales Forecasting

Copper CRM has powerful analytics and reporting capabilities, allowing you to quickly generate detailed reports on your sales pipeline and forecasted revenue. The customizable models will enable you to create forecasts tailored to your business needs. Plus, with Copper's Sales Forecasting, you can set up customizable alerts and notifications to stay informed about changes in your pipeline and revenue forecasts.

Email Integration

With this feature, you can seamlessly connect your email account to Copper and easily manage your emails directly within the CRM. You can automatically capture and link email interactions to your CRM's relevant contacts and opportunities. Copper's email integration also includes powerful collaboration tools, allowing you to share emails with your team, assign tasks related to emails, and view your team's email interactions in a unified view.

Efficient Collaboration

Copper's collaboration feature is a powerful tool that helps you and your team work more efficiently and stay on track. With these tools, you can easily share notes, tasks, events, and emails with your team members, assign tasks, set deadlines, and receive notifications to make sure that everyone is working towards the same goals. The unified calendar view helps you schedule meetings, see essential deadlines, and stay up to date on your team's progress.

Pros

  • Manage unlimited contacts with the Business plan
  • Easily integrate with Google Workspace
  • Create and track your tasks with ease

Cons

  • Basic integrations like Zapier and Mailchimp aren't available for the Basic plan
  • Access to premium support is limited
  • Ability to customize your dashboard is limited

Pricing

Copper - Pricing Plan

Copper has three plans for you to choose from:

  • Basic
  • Professional
  • Business

The lowest plan starts from $29 per user per month.

With Copper CRM, you also get access to a free 14-day trial, where you can integrate the CRM with Google's workspace and increase your team's productivity.

8. Zendesk Sell

Leading Pipedrive Alternative for Advanced Analytics

Zendesk Sell - Sell smarter, not harder

Zendesk Sell is a sales CRM that helps you close more deals and grow your business. With Sell, you can streamline your sales methodology, gain valuable insights into customer engagement, and keep track of your business from anywhere. Whether you are a solo entrepreneur or part of a large sales team, this sales CRM has the tools to help you achieve your goals.

Best Features

Pipeline Management

This powerful tool allows you to easily visualize and manage your sales pipeline, from customizable stages to detailed analytics and reporting. With Zendesk Sell's pipeline management, you can gain valuable insights into your sales methodology, track your progress, and collaborate with your team in real time. And by integrating with other features, such as contact and lead management, you can stay organized and make informed decisions to close more deals.

Sales Automation Tools

Zendesk Sell's sales automation tools are game-changing and can help you optimize your sales process and achieve better results. With this feature, you can automate repetitive tasks, giving you more time to focus on high-value activities that require your attention.

Deal Tracking

This powerful tool gives you a comprehensive view of your deals, allowing you to track their progress and identify opportunities that need attention easily. It also provides valuable analytics and reporting features that allow you to track important metrics such as deal progress and average deal size. With these insights, you can make informed decisions to improve your sales methodology and win more business.

Customizable Dashboard

Zendesk Sell offers a customizable dashboard that allows you to create a tailored view of your sales performance data. With this dashboard, you can select and arrange widgets to track essential metrics, such as deals won and sales activities, all in one place. Additionally, you can collaborate with your team members in real time by sharing your dashboard and widgets, allowing you to work together to improve your sales.

Lead Scoring

Zendesk Sell's lead scoring feature allows you to score your leads based on the likelihood of converting into a customer, helping you prioritize your efforts for selling. You can create custom lead scores based on your specific criteria and use analytics and reporting capabilities to track your performance.

Pros

  • Easily integrates with Google or Exchange calendars to display all appointments
  • Mobile app supports offline access
  • Get a clear understanding of your projected revenue

Cons

  • Limited document storage
  • Task automation is only available for the Professional plan

Pricing

Zendesk Sell - Pricing Plan

Zendesk Sell has three plans for you to choose from:

  • Team
  • Growth
  • Professional

The lowest plan starts from $19 per user and is billed monthly.

Zendesk Sell also offers a free 14-day trial, where you can integrate your calendar, store documents, and access the mobile app offline.

9. Close

Top Pipedrive Alternative for Growing Teams

Close - The CRM built for growth

Close features a user-friendly interface, customizable features, and powerful automation capabilities, making it the perfect solution for businesses looking to scale their sales operations. Whether you are a startup or an enterprise, this sales CRM can help you manage and convert leads, track your deals, and close more sales, all while staying organized and efficient.

Best Features

Sales Reporting

Close's sales reporting feature provides valuable insights into your sales performance in a customizable and collaborative way. You can easily track and analyze your activities, monitor your team's progress, and create reports tailored to your needs. With the ability to share and collaborate on reports in real time, you can work with your team to identify areas for improvement and make data-driven decisions.

Email Management

With this feature, you can manage all your email interactions in one place, prioritize your messages, and collaborate with your team members seamlessly. The tool automatically tracks all your email interactions and lets you quickly access your communication history with a contact. Advanced filtering and tagging options allow you to prioritize your messages and organize your inbox effectively.

Seamless Integrations

This feature seamlessly connects your sales CRM with other tools and services, streamlining your workflows and giving you access to all the data you need in one place. With pre-built integrations and easy-to-use options, you can connect your CRM with various tools and services, automate your workflows, and save time.

Custom Workflows

You can create custom workflows that match your specific sales methodology and business requirements without needing any coding experience. The drag-and-drop tools make it easy to set up and manage your workflows. You can set up automated actions that trigger based on specific events, such as sending emails or creating tasks.

Task Management

This feature is a game-changer for sales teams, ensuring you never miss an important task. You can streamline your workflows with custom task types, easy task creation tools, and the ability to automate tasks. The robust reporting and analytics features let you track the performance of your tasks and optimize your sales funnel. With this, you can stay organized, efficient, and focused on closing deals.

Pros

  • Easily import and export your data
  • Automatically sends reminders about upcoming meetings
  • All of the team's activities are updated in real time

Cons

  • Custom graphs for advanced reporting are only available with the Business plan
  • Cannot send bulk emails with the Starter and Basic plans
  • Medium learning curve

Pricing

Close - Pricing Plan

Close has four plans to choose from:

  • Starter
  • Basic
  • Professional
  • Business

The lowest plan starts from $29 per user and is billed monthly.

With Close, you get access to a free 14-day trial to manage your team's tasks and share email templates with sales and marketing professionals.

10. Insightly

Best Pipedrive Alternative for Lead Routing

Insightly - Modern, scalable CRM your teams will love

With Insightly, you can streamline your sales funnel, manage your contacts, and gain valuable insights into your business. The powerful integrations and a mobile app let you access your data and work on the go.

Best Features

Project Management

With custom workflows, easy-to-use tools, and real-time collaboration, Insightly's project management simplifies project creation, management, and tracking from start to finish. You can automate tasks, set up notifications, and receive reminders, ensuring that nothing falls through the cracks. Plus, with powerful reporting and analytics features, you can optimize your workflows and improve your team's productivity.

Contact Management

This feature is the ultimate solution to keeping track of all your contacts and interactions. You can easily categorize and filter your contacts according to specific criteria with customizable fields and tags. Add, update, and track contact information easily and record all interactions, such as calls, notes, and emails, directly through Insightly CRM.

Email Tracking

With this feature, you can easily see who has opened your emails and which links they clicked on, giving you valuable insights into their engagement and interest in your business. You can sync Insightly CRM with your email provider, ensuring all emails are automatically logged in your CRM. This saves you time and effort while providing a centralized location to track all your email communication.

Calendar Scheduling

Easily manage and schedule appointments, meetings, and tasks in one place. Sync your calendar with platforms like Google or Outlook to avoid conflicts and never miss a beat. Streamline your scheduling with easy-to-use tools, set reminders and notifications, and automate tasks to save time and reduce manual work. Ensure you're always informed and up-to-date with automated appointment reminders and follow-up emails.

Custom Field Creation

Insightly CRM offers a valuable feature that allows you to improve your workflow and optimize your productivity by creating custom fields for contacts, projects, and opportunities. This powerful feature allows you to create data fields tailored to the specific needs of your business. You can personalize labels, descriptions, and formatting for each data type. Additionally, you can control access rights to protect sensitive information by limiting viewing and editing to authorized people.

Pros

  • Visualize your lead pipeline at a glance with the Kanban view
  • Create unique pipelines and easily customize them
  • Analyze your business growth in real time with more than 40 charts and drag-and-drop layouts

Cons

  • The Plus plan doesn't allow the scheduling of outbound emails
  • Role-based permissions are limited for the Plus plan
  • Slow customer support

Pricing

Insightly - Pricing Plan

Insightly offers you three plans to choose from:

  • Plus
  • Professional
  • Enterprise

The basic plan starts from $29 per user per month.

With Insightly, you get access to a free 14-day trial that lets you automate your email and see your pipeline at a glance.

What Is the Best Pipedrive Alternative for Marketing Automation?

There are several fantastic alternatives to Pipedrive when it comes to marketing automation software. So whether you're looking for a more affordable option or one with more robust features, there is a solution.

Best Overall

HubSpot

With HubSpot CRM, you'll have everything you need to grow your business in one place, from lead generation to deal tracking to customer support.
Best for Lead Capturing

Monday CRM

Monday CRM is an all-in-one CRM system that allows you to collect and manage leads from multiple sources, so you'll never miss an opportunity to close a deal.
Best for Sales Automation

Zoho CRM

Zoho CRM puts the power of sales automation, lead management, deal tracking, and customer relationship management at your fingertips.
Best for Small Businesses

Keap

Keap's CRM software is designed to help you grow your small business, streamline your workflows, and easily manage your customer information and relationships.
Best for Scalable Customizations

Salesforce

Salesforce CRM is a cloud-based solution that lets you scale your customizations to match your business needs, from creating custom fields to building workflows.

When looking for the best alternatives to Pipedrive, you can take a look at some of our in-depth guides:

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Martin Luenendonk

Editor at FounderJar

Martin loves entrepreneurship and has helped dozens of entrepreneurs by validating the business idea, finding scalable customer acquisition channels, and building a data-driven organization. During his time working in investment banking, tech startups, and industry-leading companies he gained extensive knowledge in using different software tools to optimize business processes.

This insights and his love for researching SaaS products enables him to provide in-depth, fact-based software reviews to enable software buyers make better decisions.