Top 10 Best Pipedrive Alternatives (Free & Paid CRM Software)
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
Monday CRM
Zoho CRM
Keap
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.
- HubSpot – Best Overall
- Monday CRM – Best for Lead Capturing
- Zoho CRM – Best for Sales Automation
- Keap – Best for Small Businesses
- Salesforce – Best for Scalable Customizations
- Freshsales – Best for Deal Management
- Copper – Best for Google Workspace
- Zendesk Sell – Best for Advanced Analytics
- Close – Best for Growing Teams
- Insightly – Best for Lead Routing
1. HubSpot
Best Overall Pipedrive Alternative
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
- Unlimited Users
- 1 000 000 Contacts
- Contact Management
- Deal Management
- 5 Email Templates
- Sales Automation
- Remove Hubspot Branding
- 2 Deal Pipelines/User
- Unlimited Email Tracking
- 5000 Email Templates
- 5 User Accounts
- Additional User $90/Mo
- 15 Deal Pipelines/User
- Deal Scoring (5 properties)
- Salesforce Integration
- 10 User Accounts
- Additional User $120/Mo
- 100 Deal Pipelines/User
- Recurring Revenue Tracking
- Predictive Lead Scoring
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
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
- Unlimited Contacts
- Purchase Unlimited Seats
- Lead Web Forms
- CRM Templates
- 24/7 Customer Support
- Lead Management
- Deal Management
- Contact Management
- 250 Automations/Mo
- Integrations: 250 Actions/Mo
- Email Analytics & Automation
- Mailchimp & Hubspot Integration
- Sales Analytics and Forecasts
- 25000 Automations/Mo
- Integrations: 25000 Actions/Mo
- Automatic Lead Scoring
- Salesforce Integration
- Enterprise Reporting
- 250000 Automations/Mo
- Integrations: 250000 Actions/Mo
Read more Monday pricing or Monday review
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 teamโs activity logs.
3. Zoho CRM
Top Pipedrive Alternative for Sales Automation
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
- 3 Users
- Lead Management
- Deal Management
- 1 Webform/Module
- Integrations with Zoho Apps
- Sales Forecasting
- Mass Email: 250/day/org
- Lead Scoring
- 5 Webforms/Module
- 5 CRM Extensions
- Unlimited Custom Email Templates
- Mass Email: 500/day/org
- Data Import: 20000/batch
- 10 Webforms/Module
- 10 CRM Extensions
- Zia AI Assistant
- Mass Email: 1000/day/org
- Data Import: 30000/batch
- 20 Webforms/Module
- 20 CRM Extensions
- Data Storage: 5 Million Records
- Mass Email: 2000/day/org
- Data Import: 50000/batch
- 100 Webforms/Module
- 50 CRM Extensions
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
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
- 1500 Contacts & 2 Users
- Additional Users: $29/Each
- Automated Lead Capture
- Sales Pipeline Automations
- Robust Email Marketing Toolkit
- 2500 Contacts & 3 Users
- Additional Users: $29/Each
- 150 Custom Fields
- Marketing Analytics
- Lead Scoring
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
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
- Contact Management
- Lead Management
- Business Process Automation
- Web Form Capture
- Opportunity Management
- Pipeline Management
- Sales Orders Tracking
- Lead Registration
- Forecasting Mobile App
- Workflow Builder: 5 flows/org
- Opportunity Scoring
- Pipeline Insights
- Advanced Reporting
- Unlimited User Roles
- Unlimited Workflows
- Lead Scoring
- Predictive Sales Forecasting
- Conversation Insights
- Work Queue
- Salesforce Inbox
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 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
- Contact Management
- Workflow Automation: 20 Rules
- Deal Management
- Sales Dashboard
- Storage: 2GB/User
- 10 Multi-Sales Pipelines
- Workflow Automation: 50 Rules
- Sales Forecasting
- Tailored Mass Emails: 1000/Day
- Storage: 5GB/User
- Dedicated Customer Agent
- Workflow Automation: 100 Rules
- 5000 Free Bot Sessions
- Tailored Mass Emails: 5000/Day
- Storage: 100GB/User
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 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 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 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 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 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 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
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 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.
HubSpot
Monday CRM
Zoho CRM
Keap
Salesforce
When looking for the best alternatives to Pipedrive, you can take a look at some of our in-depth guides:
- HubSpot Pricing
- Monday.com Sales CRM Review
- Keap Pricing
- 7 Steps to Creating an Effective CRM Process
- Key Components of CRM Process Every Clever System Should Have
- 14 CRM Best Practices to Claim a Higher ROI