Sales is a cutthroat domain where every edge counts. The right CRM (Client Relationship Management) software can mean the difference between crushing your targets and losing out on the most promising leads.
The battle of CRM fan favorites—Pipedrive vs. Salesmate—is a closely contested one. But which champion deserves a spot on your sales team when both promise to streamline sales processes, boost productivity, and enhance customer relationships?
In this comprehensive face-off, we will delve into the features, usability, pricing, and overall performance of Pipedrive vs. Salesmate to help you make an informed decision.
- What Is Pipedrive?
- What Is Salesmate?
- Pipedrive Vs. Salesmate: Features Compared
- Pipedrive Vs. Salesmate on Reddit
- Meet ClickUp—The Best Alternative to Pipedrive Vs. Salesmate
What Is Pipedrive?
Pipedrive is a sales CRM and sales pipeline management software for sales teams. You can manage deals effectively and streamline sales processes with Pipedrive’s minimalist drag-and-drop interface.
The platform’s intuitive visualizations and automated workflows guide you through each stage of the sales process. Its ease of use makes it a popular choice for small and medium-sized businesses (SMBs) that want to improve their sales performance without a steep learning curve.
This easy-to-use CRM has a robust set of features that even novice users can easily navigate through. Here are some of these features.
Get a clear visual representation of the deals in your pipeline with color-coded stages and insightful custom reports. You can also customize the platform to fit your preferences. For example, name the stages based on the steps you follow to close deals or choose a template.
Store and organize client and customer information, interactions, and communications in one centralized location. Track calls and capture your contact history exactly where you need it for complete visibility and control of your schedule.
Lead generation chatbot
Automate interactions with your web visitors 24/7 to generate leads around the clock. With the Pipedrive web or mobile app, your sales reps can work with the bot to add a human touch even on the go. If your team is occupied, the Chatbot steps in so no leads slip through.
Generate more high-quality leads with this powerful add-on. Source quality leads from a database of over 400 million profiles using the Prospector tool, and embed and share forms and surveys to capture and store new leads with Web Forms.
Track email communications, schedule follow-ups, and maintain a complete history of important conversations. You can also access the platform from any device and integrate it with other sales-boosting apps.
Overall, Pipedrive helps you analyze sales performance, identify trends, and make data-driven decisions with insightful analytics and reporting tools. Users especially appreciate its ability to simplify repetitive tasks through automation, save them time, and ensure that no leads or deals go unattended.
- Essential: $11.90/month per user
- Advanced: $24.90/month per user
- Professional: $49.90/month per user
- Power: $59.90/month per user
- Enterprise: $74.90/month per user
What Is Salesmate?
Salesmate is an easy to use CRM software for front-line and enterprise sales teams. You can accelerate sales cycles and foster stronger customer relationships using its intelligent, mobile-first solutions. Irrespective of the scale of your business, you can use automation and customization to streamline your sales journey.
Engage customers across channels and generate valuable insights to drive growth with Salesmate’s versatile features.
The tool offers a comprehensive suite of tools that caters to every aspect of the sales process, from lead generation to closing deals and managing customer relationships. Below is a breakdown of these features.
Automate routine tasks to ensure that your sales teams can focus on building relationships and closing deals. Automate campaigns, processes, and outreach using sequences that convert prospects into leads with target emails and follow-ups.
Capture all your customer data in one place using this feature. Manage subscriptions and track leads, customers, and partners, all in a single platform. Get a clear picture of how your business is performing, and make decisions that move the needle.
Build your desired processes and create multiple pipelines for different operations faster. Customize the CRM templates or bring your proven processes inside the platform without hassle.
Declutter information for each team with customized layouts so everyone can see what they want in their CRM using drag-and-drop layouts. Give everyone the information and clarity they need to ensure sales efficiency.
Salesmate offers several prebuilt widgets to provide crucial sales insights at a glance.
These widgets help you monitor your team’s performance, track key metrics, and identify areas for improvement, all within a customizable interface.
- Basic: $29/month per user
- Pro: $49/month per user
- Business: $79/month per user
- Enterprise: Custom pricing
Pipedrive Vs. Salesmate: Features Compared
Pipedrive excels in user interface and automation, while Salesmate stands out with its collaborative features and mobile accessibility. Before you make a decision, carefully consider the unique requirements of your sales processes and team dynamics.
The detailed comparison below will guide you in selecting the right cloud-based CRM tool that supports your CRM strategies and business goals.
|User-friendly interface with polished demo videos
|Less intuitive interface that may hinder the optimum user experience
|Robust automation capabilities with workflow builder and advanced planning options
|Emphasis on email automation
Visual workflows are a paid add-on
|400+ native integrations
|40+ native integrations
|Flexible, drag-and-drop pipeline view.
Views for forecast, history, and other details are available
|Flexible, drag-and-drop pipeline view.
Flags for idle deals and probability setup are available
|Focus on individual sales tasks
|Emphasis on team collaboration
|Integration with various channels
|Built-in calling, email tracking
|Analytics and Reporting
|Aesthetic dashboard, comprehensive sales, and customer reports, limited options unless on Enterprise plan
|Unlimited reports, dashboard limited to 10 widgets
|Offers an AI sales assistant
|No notable AI features
Now, let’s break these differences down.
1. User interface (UI)
Pipedrive boasts a clean and minimal aesthetic focusing on simplicity and ease of use. The interface is uncluttered, with large buttons and clear labels, making it easy to navigate even for new users.
The platform strongly emphasizes the visual sales pipeline, with deals represented as cards that move through different stages. This makes it easy to see the progress of deals and identify bottlenecks.
Salesmate offers a more modern and feature-rich interface, with more options and information displayed on the screen. This can be helpful for power users who want quick access to everything they need, but it may feel overwhelming for some.
It may require a steeper learning curve due to its wider range of features and customization options.
Pipedrive employs a rule-based workflow management system. You define triggers (e.g., deal stage changes, emails received) and corresponding automated actions (e.g., send an email, add a task, update data). This approach is powerful and flexible.
Salesmate emphasizes automation in communication, with advanced features like email automation and built-in calling. While less extensive than Pipedrive, Salesmate excels in specific areas like email communication automation.
Pipedrive supports many integrations with third-party apps and tools. You can seamlessly connect communication tools, marketing platforms, and analytics software to enhance overall functionality.
It primarily focuses on two-way data synchronization, ensuring information flows seamlessly between different platforms. It also offers webhooks and Zapier integration for more advanced workflows.
Integrations are often straightforward and well-documented, with clear installation instructions and user guides.
Salesmate integrates well with popular email platforms and emphasizes built-in calling features. Integrate it with essential tools for comprehensive sales and customer relationship management.
Salesmate employs a mix of data synchronization, custom workflows, and pre-built ‘Connections’. These Connections automatically handle specific tasks like syncing email marketing contacts or logging calls within the CRM.
Most core integrations are included in all plans, with access to more advanced tools requiring upgrades.
4. Pipeline management
The tool lets you tailor the CRM to your needs and align it with your sales processes with custom fields, stages, and deal details. You can customize the stages and labels of your pipeline to match your specific sales process. However, the overall structure and layout remain fixed.
Pipedrive focuses on moving deals efficiently through the pipeline, with drag-and-drop functionality and bulk actions for managing multiple deals simultaneously.
It also encourages deeper engagement with each deal through detailed notes, activity history, and automated follow-up sequences. This fosters more personalized interactions.
With Salesmate, you can customize the pipeline layout, add additional stages, and display specific data points for each deal. This provides more detailed insights but can feel less intuitive than Pipedrive’s visual pipeline approach.
It offers extensive customization of the pipeline structure, including adding custom fields, defining deal values, and setting up conditional steps based on specific criteria. This provides high flexibility but requires more upfront setup and configuration.
5. Team collaboration
The tool enables teams to collaborate reasonably well, but the primary focus is individual task management.
It emphasizes deal ownership and responsibility assignment, clearly identifying who’s accountable for each deal at every stage. It also provides basic commenting and activity tracking for team communication.
Salesmate empowers users to collaborate effectively on deals, share insights, and coordinate activities within the platform.
It focuses on internal messaging and task delegation within the pipeline. It features a built-in chat interface, collaborative deal notes, and role-based task assignments for enhanced teamwork.
The tool integrates seamlessly with various communication channels for comprehensive customer engagement.
Salesmate lets you communicate directly with leads and customers using the built-in calling functionalities. This reduces the need for external tools.
7. Analytics and Reporting
Pipedrive provides clear and visually appealing reports on pipeline performance, with options to drill down into specific stages and deals.
Salesmate allows you to customize dashboards to track sales performance and identify areas for improvement.
It offers real-time insights and detailed analytics within the pipeline itself, highlighting bottlenecks and suggesting actions for improvement. This delivers immediate feedback but can feel overwhelming for some users.
8. Artificial Intelligence (AI)
Pipedrive offers an optional AI assistant called ‘LeadBooster’ that helps with tasks like lead scoring, email personalization, and scheduling meetings. It requires an additional fee but can significantly enhance automation capabilities.
Salesmate currently does not have a built-in AI assistant. However, it integrates with external AI tools like Einstein Activity Capture (Salesforce) or Outreach Chorus, which can provide similar functionality.
Pipedrive Vs. Salesmate on Reddit
And now for the final, unfiltered test—user reviews. Let’s find out what Pipedrive and Salesmate users are saying on Reddit.
There are comparisons based on the user interface:
Some users appreciate Pipedrive’s user-friendly interface and features to control the sales pipeline. It helps them track progress and boost sales success.
Some, on the other hand, like using Salesmate to build stronger customer relationships using its intuitive platform.
Users feel Pipedrive could do well with some more features to help streamline processes:
“Pipedrive is very user-friendly but doesn’t have loads of features.”
“I like Pipedrive but personally found Salesmate way better and used it for a year or two. It offers email sequences.”
Users prefer a comprehensive one-stop CRM solution. That’s where ClickUp shines:
“You should try to avoid multiple tools or applications for work management. You want a single source of truth for project management and knowledge management, together.”
“That’s why I prefer 1 tool. But the problem is when you have a tool that does it all it does mainly average mostly and not excellent. ClickUp is much cooler in my opinion.”
Meet ClickUp—The Best Alternative to Pipedrive Vs. Salesmate
The Pipedrive vs. Salesmate debate might be one for the ages, but have you considered an alternative that combines the strengths of both?
ClickUp is an all-in-one powerhouse that transcends the limitations of traditional CRMs. It offers a unified workspace for project management, service desk functions, task tracking, and other powerful features for sales and service teams.
ClickUp features to accelerate client growth and customer satisfaction
1. ClickUp CRM
Meet and exceed your sales goals with the intuitive design, flexible workflows, and collaborative nature of ClickUp CRM.
ClickUp’s CRM features include visual pipelines, automated workflows, and insightful reporting.
ClickUp’s all-in-one work platform empowers your agents to accelerate client growth and customer satisfaction. Plus you can keep your entire team in sync with built-in chat, customizable dashboards, and integrations with your favorite tools.
ClickApps allow you to customize your team’s experience within the workspace. With ClickApps, you can manage task relationships at a granular level, send emails directly from ClickUp Tasks, and create simple work lists from anywhere in your workspace. All these features help streamline client relationship management.
And there’s more! Let’s explore the specific features that make ClickUp an excellent choice for managing sales end-to-end.
- A fully customizable Kanban system: Define your sales pipeline stages, from initial lead generation to closed deals, with custom ClickUp Boards. Add as many or as few stages as needed to reflect your workflow accurately. For example, you can add deal stages like ‘cold outreach’, ‘qualified leads’, and ‘nurturing’ to a board you call ‘Prospecting’. Or you could have stages like ‘scheduled meetings’ and ‘proposal development’ on a dedicated ‘Qualification and Discovery’ board
- Custom Views: Break free from cookie-cutter dashboards and tailor information to each user’s role with ClickUp Custom Views. The 15+ views offer flexibility in assigning tasks, tracking progress, prioritizing projects, and forecasting bottlenecks.
For example, you can quickly create spreadsheets connecting customers to orders using the Table view in ClickUp or enable customers to view their relevant profile and order information on a shared List view in ClickUp
- Task management: Sales teams can collate lead-tracking, customer onboarding, and other crucial sales functions in one platform. Assign tasks and subtasks to team members within each pipeline stage. Due dates, priorities, and checkboxes keep everyone accountable
- ClickUp Automation: Move deals between stages automatically, based on specific criteria using ClickUp’s automation features. Set triggers like “moved to stage X” and actions like “move to stage Y,” saving time, reducing errors, and ensuring consistent deal flow.
From assigning tasks to sending reminders, ClickUp automates repetitive sales tasks so you can focus on strategy, instead
- Reporting and analytics: Visualize key sales metrics like pipeline health, conversion rates, and team performance on custom ClickUp Dashboards. Track trends and identify areas for improvement. You can also access detailed reports on deals, tasks, and team activity to analyze your sales process and make data-driven decisions with ClickUp’s reporting tools
2. ClickUp customer service solutions
- Create custom forms to capture lead information directly within ClickUp’s Customer Service solution. Integrate landing pages and website forms for seamless lead generation
- Overcome data silos with a central wiki to store vital customer information, like contact details, purchase history, and communication logs in custom fields and sections
- Filter leads based on various criteria, like industry, budget, or lead source, to target your outreach and personalize your sales approach
3. ClickUp’s CRM templates
Forget the days of chasing information across multiple platforms; ClickUp comes with multiple sales and CRM templates to centralize everything, making it a breeze to track progress, manage pipelines, and nurture every customer interaction.
These templates have built-in features to automate repetitive tasks, set reminders, and leverage custom fields as per your workflows. Compared to rigid alternatives, it adapts to your unique workflow.
For instance, you can manage your leads, customer relationships, and sales pipeline in one place using the ClickUp CRM Template. This powerful tool organizes leads, deals, and contacts in one intuitive space, boosting visibility and collaboration among your entire sales team.
ClickUp’s true power lies in its flexibility. You can customize and adapt it to fit your sales process and team needs. Play around with its features, build custom views and workflows, and continuously optimize your ClickUp-powered sales machine.
- Free Forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
Get a CRM Plus Project Management Tool in One Solution
Whether you choose Pipedrive or Salesmate, establishing a centralized CRM system is key for gaining visibility into your sales pipeline. But neither of these tools provides a complete business management solution.
For that, turn to ClickUp—the all-in-one workplace productivity platform. ClickUp combines CRM features with project management, docs, spreadsheets, email, AI assistance, and more in one unified system.
From letting you collaboratively create proposals in ClickUp Docs to offering ClickUp AI to generate sales presentations and sales enablement material, it’s the only sales project management tool that does it all.
Manage your entire business in ClickUp for maximum efficiency and bottom-line results. Sign up for ClickUp’s Free Forever plan to get started.