Pipedrive alternatives to consider for your 2021 team
monday reviews is our latest blog series where we provide the facts about different project management tools—no BS and no hyperbole needed. Keep scrolling for our analysis and to learn more about all the project management tools out there. Enjoy! 😊
Pipedrive is a CRM and sales workflow management platform.
But since you’re here, you’re probably looking for a Pipedrive alternative that can better meet the needs of your team or organization. Maybe Pipedrive isn’t working out, or maybe you just want to consider all the options before committing to a new platform.
We’re here to make your research easy for you. We’ve gathered a complete overview of Pipedrive alternatives that could be a good fit for your team.
We’ll cover exactly what Pipedrive can do for you, and what a main alternative does differently.
Who is Pipedrive, and what do they do?
Pipedrive is a CRM software and sales management tool that helps your team speed up the sales cycle.
To do this, it uses automation and deal pipelines that work a lot like many project management pipeline tools. It has some project and workflow management features, but that’s not its central purpose.
Pipedrive focuses on a few key features:
- Visual, customizable sales and deal pipelines
- Communications tracking via call logs, email history, and other customer data
- Strong security features and GDPR compliance
Pipedrive also has automation tools to help streamline repetitive tasks in your sales process. You can set triggers and actions to send emails, move deals to the next phase, and even add new contacts to your deal pipeline.
What’s a good alternative to Pipedrive?
Pipedrive puts a heavy, almost exclusive focus on managing the sales cycle and your client contacts. It’s closer to a CRM platform than a typical project management tool, even with workflow automations and other features that feel like they’re suited for tracking all kinds of processes.
Because of this narrower focus, Pipedrive may be more limited than what you’re looking for in a robust project management tool or Work OS. It’s not set up to work well for general project management or non-sales teams.
This means that if you want to get all of your business needs integrated into a single platform, you might need an alternative that can do a bit more, and give you tools that work for your entire organization.
One leading alternative to Pipedrive is monday.com’s Work OS platform, which we know a thing or two about…
What is monday.com?
monday.com is a Work OS platform that combines powerful CRM functionality with project management tools so everyone in your company can be on the same page.
Now, Work OS might sound like a fancy term, but it’s really quite simple: it’s a single source of truth for every kind of project or workflow your company needs to take care of.
HR, IT, marketing, you name it — monday.com can bring all those separate needs into one place.
Like Pipedrive, monday.com brings a lot of customization and automation to the table. You can edit workflow templates or create your own to mirror how your teams actually work. You can set all kinds of automation rules and triggers to cut down the amount of time you spend on repetitive, manual tasks.
And of course, monday.com has CRM and contact management tools too.
These work in the same intuitive interface in which you’ll do everything else you can do on monday.com, so you won’t have to learn a new process for a different type of project.There are more ways to view your workflows and projects and hundreds of workflow templates to customize to your needs.
There’s even a huge monday.com app marketplace that brings even more possibilities to what you can do with your Work OS. You’ll be able to sync your work in other tools — like MailChimp, Shopify, and GitHub — to your monday.com boards and views.
What are the differences between monday.com and Pipedrive?
The biggest difference between monday.com and Pipedrive is their scope. Pipedrive has a pretty narrow focus: CRM and sales cycle management.
Don’t get us wrong, these are really important tools! But monday.com incorporates more into its Work OS platform. It gives every team the tools they need to manage their workflows and be more efficient. It’s not just the sales team who gets to be in on the fun.
Different teams have different needs, even within an organization. monday.com lets teams use whatever workflows and apps they need while working in a single platform.
In other words: Pipedrive has a lot, but monday.com has it all.
Any team can use monday.com to build apps and workflows for whatever processes they need. And because it’s so easy to use (thanks, no-code interface!) even brand-new team members can jump right in on day 1.
When we say any team, we mean any team. monday.com has templates and features for HR, IT, marketing, creative, software development, and even construction, and we haven’t forgotten the sales teams either.
With every team in one platform, it’s easier to get cross-team projects done on time.
No more waiting for sales to send that customer data to the social media team so they can plan their next marketing campaign. No more being late on that website update because marketing and IT are working in different project management systems.
Because they’re a CRM first, many of Pipedrive’s features focus on extensive contact management tools like call logs, chatbots, and email history. This makes them a great source of information for that kind of data, but when it comes to, well, many other realms, you’ll probably have to head for a separate tool.
With monday.com, all the information anyone might need is located in the single source of truth that is the Work OS. Marketing stats, revenue gains, and so much more are all available in shareable dashboards.
And since you can adjust user permissions in a lot of detail, you can easily make sure only the people who need each dashboard can access it.
On top of all of this, monday.com also has these features to make managing your work as flexible and simple as possible.
- Drag-and-drop workflow customization makes it easy for anyone to learn and use
- Kanban, Calendar, Timeline, Gantt, map, form, workload, and main views
- Integrations with all kinds of tools including Pipedrive, cloud applications, mobile apps, and more!
- More than 200 templates for all aspects of an organization
- 24/7 customer support and customer service, yes, we mean it!
Find the right Pipedrive alternative for you
There are plenty of Pipedrive alternatives that merge CRM tools with project management, helping your sales team collaborate efficiently with other departments.
But if you’re looking for a platform that truly puts all of your business operations in one place, monday.com is a no-brainer.
You can adapt its flexible features, like work plan templates and customizable data views, to the needs of any team.
Try it for free, the first two weeks are on us!