10 Migliori alternative a Pipedrive: Shortlist
Ti senti sopraffatto dalle limitazioni del CRM di Pipedrive? Non sei solo. Molti responsabili marketing incontrano difficoltà con la personalizzazione, le integrazioni o la scalabilità. È qui che il software di marketing basato sugli account può fare la differenza.
Secondo la mia esperienza, trovare lo strumento giusto può trasformare il modo in cui il team gestisce la generazione di lead e cura le relazioni con i clienti. Ho testato e recensito diverse alternative a Pipedrive per aiutarti a trovare una soluzione adatta alle tue esigenze.
In questo articolo, condividerò le mie scelte migliori e ne evidenzierò i punti di forza. Esploreremo insieme come queste alternative possono risolvere le tue sfide, ottimizzare i flussi di lavoro nelle vendite e migliorare le attività di marketing.
Cos'è Pipedrive?
Pipedrive è un software di marketing basato sugli account progettato per aiutare i team di vendita a gestire lead e trattative. È comunemente utilizzato da professionisti delle vendite e responsabili marketing che desiderano migliorare i processi commerciali e il CRM. Funzionalità e componenti aggiuntivi come la gestione delle pipeline, report sulle vendite e integrazione con l’email supportano l’organizzazione delle attività di vendita, il monitoraggio del progresso e il mantenimento della comunicazione. Nel complesso, Pipedrive offre valore semplificando le operazioni di vendita e aumentando la produttività del team, riducendo al minimo la necessità di strumenti di terze parti.
Riepilogo delle migliori alternative a Pipedrive
Questa tabella comparativa riassume i dettagli sui prezzi delle migliori alternative a Pipedrive selezionate da me, per aiutarti a trovare quella più adatta al tuo budget e alle esigenze della tua azienda.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for Gmail integration | 14-day free trial available | From $24/user/month (billed annually) | Website | |
| 2 | Best for QuickBooks integration | 14-day free trial available | From $35/user/month | Website | |
| 3 | Best for built-in collaboration and project management | 15-day trial + free plan + free demo available | From $49/organization/month (billed annually) | Website | |
| 4 | Salesforce - Best for all-in-one CRM solutions | 30-day free trial + free plan available | From $25/user/month (billed annually) | Website | |
| 5 | Best for AI-driven sales automation | Free 15-day trial available | From $23/user/month (billed annually) | Website | |
| 6 | Best for sales team efficiency | 14-day free trial + free demo available | From $13/user/month (billed annually) | Website | |
| 7 | Best for small business CRM | 15-day free trial + free plan available | From $7/user/month (billed annually) | Website | |
| 8 | Best for customizable sales cycles | Free trial available | From $12/user/month (billed annually) | Website | |
| 9 | Best for Google Workspace users | 14-day free trial available | From $29/user/month | Website | |
| 10 | Best for privacy compliance | 15-day free trial + free plan available | From $14/user/month (billed annually) | Website |
Perché Fidarti delle Nostre Recensioni Software
Testiamo e recensiamo software di marketing dal 2022. Essendo noi stessi esperti di marketing, sappiamo quanto sia critico e difficile prendere la decisione giusta nella scelta di un software. Investiamo in una ricerca approfondita per aiutare il nostro pubblico a prendere decisioni migliori sugli acquisti software. Abbiamo testato oltre 2.000 strumenti per diversi casi d’uso nel marketing e scritto più di 1.000 recensioni approfondite. Scopri come rimaniamo trasparenti & la nostra metodologia di recensione software.
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Eloqua
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.3 -
Optimizely
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
Uberflip
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.3
Recensioni delle migliori alternative a Pipedrive
Di seguito trovi i miei riassunti dettagliati sulle alternative a Pipedrive fra i migliori software CRM che ho selezionato. Le mie recensioni offrono uno sguardo approfondito alle caratteristiche chiave, pro e contro, integrazioni e casi d’uso ideali di ciascuno strumento, per aiutarti a trovare la soluzione gratuita o a pagamento migliore per te.
NetHunt is a CRM tool integrated directly into Gmail, targeting businesses that rely heavily on email communication. It serves sales teams and SMBs looking to manage their customer interactions and sales pipelines efficiently.
Why NetHunt is a good Pipedrive alternative: Its deep integration with Gmail makes it unique. You can manage CRM activities directly from your inbox, reducing the need for multiple platforms. Features such as email tracking, custom pipelines, and automated workflows help streamline your sales process. This integration offers a unified experience for teams that primarily operate through email.
Standout features and integrations:
Features include email tracking, which lets you know when your emails are opened in real-time. Custom fields let you tailor your sales pipeline to your needs, while automated workflows save your team time by handling repetitive tasks.
Integrations include Google Workspace, Zapier, Aircall, and more.
Pros and Cons
Pros:
- Easy transition from email to CRM
- Email tracking to monitor engagement
- Gmail integration
Cons:
- Not ideal for large enterprises
- Limited advanced reporting
Method is a CRM software tailored for small businesses that rely on QuickBooks for their accounting needs. It primarily serves small business owners and teams looking to enhance customer management and integrate financial data.
Why Method is a good Pipedrive alternative: Method's integration with QuickBooks lets your team sync and access financial data directly within the CRM. This feature helps reduce data entry errors and ensures up-to-date financial information. Customizable workflows let your team tailor processes to fit your specific business needs. Additionally, its user-friendly interface makes it easy for teams to adopt and use effectively.
Standout features and integrations:
Features include lead management tools that help your team track and nurture leads. The contact management feature efficiently organizes customer information, while automated reminders ensure your team never misses a follow-up.
Integrations include QuickBooks, Google Workspace, Zapier, and more.
Pros and Cons
Pros:
- Automated reminders
- Contact and lead management for small-business workflows
- Built-in QuickBooks integration
Cons:
- Less useful with other accounting systems
- Fewer advanced features than some competitors
Bitrix24 is a business management platform that offers a suite of tools for CRM, project management, and team collaboration. It primarily serves small to medium-sized businesses looking to enhance their organizational efficiency and improve internal communication.
Why Bitrix24 is a good Pipedrive alternative: Bitrix24 provides a comprehensive set of tools, including contact management and sales automation. The platform also includes project management tools to help your team stay organized and communication features to facilitate team collaboration.
Standout features and integrations:
Features include project management tools that help your team stay organized. The communication features facilitate easy collaboration, ensuring everyone is on the same page. Task automation reduces manual work, allowing your team to focus on more important activities.
Integrations include Google Workspace, Mailchimp, Slack, Microsoft Teams, and more.
Pros and Cons
Pros:
- Contact management and sales automation
- Easy team collaboration
- Powerful project and task management tools
Cons:
- Fine-tuning workspaces and tools can be time-consuming
- Complex interface due to many available modules
Salesforce is a CRM platform designed for businesses of all sizes to manage their sales, service, and marketing operations. It primarily serves sales, customer service, and marketing teams looking to enhance efficiency and customer engagement.
Why Salesforce is a good Pipedrive alternative: As an all-in-one CRM solution, Salesforce offers a wide range of capabilities that go beyond sales management. Its AI-driven insights, customizable dashboards, and comprehensive analytics help your team make data-driven decisions. The platform's scalability allows it to grow with your business, and its extensive support for various business functions makes it versatile across industries.
Standout features and integrations:
Features include customizable dashboards that let your team visualize key metrics. AI-driven insights provide valuable predictions and recommendations. Detailed analytics help in making informed business decisions.
Integrations include Slack, Google Workspace, Mailchimp, QuickBooks, Zoom, Shopify, Microsoft Teams, and more.
Pros and Cons
Pros:
- Strong analytics capabilities
- Scalable for growing businesses
- Highly customizable
Cons:
- Requires technical expertise to configure and maintain
- Steep learning curve for new users and admins
Salesmate is a CRM tool designed primarily for sales teams to manage and automate their sales processes. It serves sales professionals and businesses aiming to enhance their sales productivity and client engagement.
Why Salesmate is a good Pipedrive alternative: Salesmate's AI-driven sales automation differentiates it from Pipedrive. Features such as smart email campaigns, sales sequences, and predictive sales forecasting help automate repetitive tasks and prioritize sales efforts. AI capabilities enhance CRM features such as lead scoring and follow-ups, ensuring your team focuses on high-value opportunities. Overall, Salesmate provides a forward-thinking approach to sales automation.
Standout features and integrations:
Features include advanced reporting, built-in calling, and goal tracking. You can set sales targets and monitor progress with ease. The built-in calling feature lets your team make calls directly from the platform, saving time and effort.
Integrations include Zapier, Mailchimp, QuickBooks Online, Google Workspace, Slack, Shopify, Microsoft Teams, Zoom, and more.
Pros and Cons
Pros:
- Smart email campaigns
- Predictive sales forecasting
- AI-driven automation tools
Cons:
- Occasional integration hiccups
- Limited advanced customization
Nutshell is a CRM software designed to help sales teams manage their leads, contacts, and sales processes efficiently. It primarily serves small to medium-sized businesses aiming to improve their sales operations and customer interactions.
Why Nutshell is a good Pipedrive alternative: Nutshell offers features that enhance team collaboration and efficiency. Its sales automation tools help your team focus on closing deals rather than managing data. The reporting tools provide insights into team performance, making it easier to track progress. Additionally, customizable sales processes ensure your team's workflow aligns with your business needs.
Standout features and integrations:
Features include built-in email marketing tools that let you engage with prospects directly. The pipeline management feature helps your team organize and prioritize leads effectively. Task automation reduces manual work, allowing your team to focus on sales activities.
Integrations include Google Workspace, QuickBooks, Mailchimp, Slack, WordPress, Xero, and more.
Pros and Cons
Pros:
- Built-in email marketing
- Strong reporting tools for team performance and pipeline health
- Efficient sales automation
Cons:
- Initial pipeline configuration can be challenging
- Basic analytics tools
Bigin by Zoho CRM is a tool for small businesses to manage their sales and customer interactions. It serves startups and small teams looking to organize their sales pipelines and improve customer engagement.
Why Bigin is a good Pipedrive alternative: Bigin offers simplicity and ease of use, making it ideal for small businesses that need a straightforward CRM solution. Its pipeline management feature helps your team visualize and track sales processes. The contact management system ensures your customer information is organized and accessible. Additionally, the automation capabilities reduce manual work, allowing your team to focus on growing your business.
Standout features and integrations:
Features include pipeline management that helps your team track sales stages effectively. The contact management system ensures customer information is organized and easily accessible. Automation reduces manual tasks, freeing up time for business growth.
Integrations include Google Workspace, Mailchimp, Zapier, QuickBooks, and more.
Pros and Cons
Pros:
- Efficient pipeline management
- Ideal for small teams to use without excessive training
- Lightweight CRM built specifically for small business pipelines
Cons:
- Can be restrictive for growing businesses
- Limited advanced functionality for multi-team workflows
monday CRM from monday.com is a CRM platform designed to help teams manage sales processes and improve collaboration. It typically serves sales teams and project managers looking to customize workflows and track progress.
Why monday CRM is a good Pipedrive alternative: monday CRM offers customizable sales cycles, allowing your team to tailor workflows to specific business needs. The visual project management tools help you see the big picture and track progress efficiently. Automation features reduce manual work and keep your team focused on high-value tasks. Additionally, the intuitive interface ensures your team can quickly adapt and start using the platform effectively.
Standout features and integrations:
Features include visual project management tools that let your team efficiently track progress. Automation features help reduce manual work and keep your team focused on important tasks, while the intuitive interface helps users quickly adapt to and use the platform effectively.
Integrations include Slack, Google Workspace, Microsoft Teams, Mailchimp, Zoom, Dropbox, LinkedIn, QuickBooks, Trello, and more.
Pros and Cons
Pros:
- Workflow automation for recurring updates, handoffs, and notifications
- Visual project management tools for tracking tasks and deals
- Customizable sales cycles built on flexible workflows
Cons:
- More of a project management tool than a classic CRM
- Advanced analytics are less developed than in enterprise CRMs
New Product Updates from monday CRM
monday CRM Adds Meta Conversions API Integration
monday CRM now lets you connect Meta Conversions API and sync lead status back to Meta, improving targeting and conversions via a new Meta integration automation recipe. For more information, visit monday CRM's official site.
Copper is a CRM tool designed specifically for businesses that rely on Google Workspace. It primarily serves sales teams and small to medium-sized companies looking to manage their contacts, leads, and sales pipelines.
Why Copper is a good Pipedrive alternative: Copper integrates seamlessly with Google Workspace, providing a native experience for users already familiar with Google's ecosystem. Its automatic data entry saves your team time by reducing manual input. Email tracking and task automation help keep your team organized and focused on closing deals, while its intuitive interface lets your team get started with minimal training.
Standout features and integrations:
Features include automated tasks that simplify daily operations. The pipeline management feature helps your team visualize and track sales progress, and custom reporting enables them to generate insights tailored to your business needs.
Integrations include Google Workspace, Mailchimp, QuickBooks, DocuSign, and more.
Pros and Cons
Pros:
- Intuitive user interface
- Automatic data capture from emails and contacts
- Native Google Workspace integration
Cons:
- Less value for teams that don't primarily use Google Workspace
- Some advanced capabilities need technical configuration
Zoho CRM is a CRM platform designed to help manage sales, marketing, and customer support operations. It mainly serves small to medium-sized businesses looking to boost customer relationships and refine sales processes.
Why Zoho CRM is a good Pipedrive alternative: Zoho CRM offers powerful privacy compliance features, helping you keep your data secure and compliant with regulations. Its customizable dashboards let your team tailor the CRM to fit specific needs. The AI-driven sales assistant provides insights and predictions to support more informed decision-making. Additionally, the automation features reduce manual tasks, allowing your team to focus on building customer relationships.
Standout features and integrations:
Features include customizable dashboards that allow your team to visualize key metrics. The AI-driven sales assistant provides insights and predictions to guide decision-making, while the automation features reduce manual tasks, freeing up time for customer interactions.
Integrations include Google Workspace, Microsoft 365, Mailchimp, Slack, QuickBooks, and more.
Pros and Cons
Pros:
- AI-driven sales assistant for insights and predictions
- Customizable dashboards for different teams and roles
- Emphasis on privacy and regulatory compliance
Cons:
- The interface can feel dense with all modules and features enabled
- The breadth of options may overwhelm non-technical users
New Product Updates from Zoho CRM
Zoho CRM Adds Reusable Canvas Templates for Forms
Zoho CRM now supports Canvas templates in the Forms view, so you can design a form layout once and reuse it across records for a consistent, faster experience. For more information, visit Zoho CRM's official site.
Altre alternative a Pipedrive
Ecco alcune altre alternative a Pipedrive che non sono entrate nella mia shortlist, ma che meritano comunque di essere prese in considerazione:
- SugarAI
For B2B sales automation
- Insightly
For project management integration
- Freshsales
For AI-powered lead scoring
- Agile CRM
For marketing automation to
- Airtable
For customizable database options
- Nimble
For social media integration
- Vtiger
For customer support management
- vCita
For appointment scheduling features
- Close
For inside sales teams
- folk
For lightweight contact management
Criteri di selezione delle alternative a Pipedrive
Nella selezione delle migliori alternative al CRM Pipedrive da includere in questo elenco, ho tenuto in considerazione i bisogni comuni degli acquirenti e le principali criticità legate ai software di marketing basato sugli account, come le capacità di integrazione e le opzioni di personalizzazione. Per mantenere la valutazione strutturata ed equa, ho utilizzato anche il seguente schema:
Funzionalità principali (25% del punteggio totale)
Ogni soluzione doveva soddisfare questi casi d’uso comuni per essere presa in considerazione:
- Gestire le relazioni con i clienti
- Tracciare le pipeline di vendita
- Automatizzare le attività ripetitive
- Fornire analisi e reportistica
- Supportare la collaborazione tra i membri del team
Caratteristiche distintive aggiuntive (25% del punteggio totale)
Per restringere ulteriormente la selezione, ho cercato anche caratteristiche uniche, come:
- Analisi avanzate grazie all’AI
- Dashboard personalizzabili
- Automazione del marketing avanzata
- Integrazione con i social media
- Strumenti di comunicazione integrati
Usabilità (10% del punteggio totale)
Per valutare l'usabilità di ciascun sistema CRM, ho considerato i seguenti aspetti:
- Facilità di navigazione
- Interfaccia intuitiva
- Curva di apprendimento
- Opzioni di personalizzazione
- Accessibilità su più dispositivi
Onboarding (10% del punteggio totale)
Per valutare l'esperienza di onboarding di ogni piattaforma, ho preso in considerazione i seguenti punti:
- Disponibilità di video tutorial
- Tour interattivi del prodotto
- Accesso a modelli predefiniti
- Chatbot di supporto
- Webinar programmati
Assistenza clienti (10% del punteggio totale)
Per valutare i servizi di assistenza clienti di ciascun fornitore di software, ho considerato i seguenti aspetti:
- Disponibilità di assistenza 24/7
- Tempi di risposta
- Accesso a una knowledge base
- Opzioni di supporto multicanale
- Disponibilità di account manager dedicati
Rapporto qualità-prezzo (10% del punteggio totale)
Per valutare il rapporto qualità-prezzo di ogni piattaforma, ho considerato i seguenti fattori:
- Trasparenza dei prezzi
- Gamma di piani tariffari
- Funzionalità incluse in ciascun piano
- Sconti per abbonamenti annuali
- Disponibilità di prova gratuita
Recensioni clienti (10% del punteggio totale)
Per avere un'idea della soddisfazione generale dei clienti, ho preso in esame i seguenti aspetti leggendo le recensioni degli utenti:
- Valutazioni complessive di soddisfazione
- Pro e contro più frequentemente citati
- Feedback sull'assistenza clienti
- ROI segnalato dagli utenti
- Confronti con i concorrenti
Perché cercare un'alternativa a Pipedrive?
Sebbene Pipedrive sia una buona scelta come software per account-based marketing, ci sono diversi motivi per cui alcuni utenti cercano soluzioni alternative. Potresti essere alla ricerca di un'alternativa a Pipedrive perché…
- Hai bisogno di maggiori opzioni di personalizzazione
- Il tuo team necessita di report avanzati
- Stai cercando migliori capacità di integrazione
- Hai bisogno di scalabilità per un team in crescita
- La tua azienda opera al di fuori delle aree di supporto di Pipedrive
- Vuoi opzioni di prezzo più competitive
Se ti riconosci in uno di questi punti, sei nel posto giusto. Il mio elenco contiene diverse soluzioni software per account-based marketing convenienti, meglio adatte ai team che si trovano ad affrontare queste sfide con Pipedrive e sono alla ricerca di alternative.
Funzionalità principali di Pipedrive
Ecco alcune delle principali funzionalità di Pipedrive, per aiutarti a confrontare e paragonare ciò che offrono le soluzioni alternative:
- Automazione delle vendite: Automatizza le attività ripetitive, aiutando il tuo team a concentrarsi sulla vendita.
- Gestione dei lead: Acquisisce e qualifica i lead per mantenere il tuo funnel sempre pieno.
- Esperienza personalizzabile: Consente di adattare pipeline e dashboard alle esigenze della tua azienda.
- Analisi operative: Offre analisi e previsioni per monitorare le prestazioni.
- Protezione sicura dei dati: Garantisce la sicurezza dei dati dei clienti con misure avanzate.
- Strumenti di comunicazione email: Integra l'email per facilitare la comunicazione con i lead.
- Integrazione senza soluzione di continuità: Si collega a oltre 300 app per ottimizzare i flussi di lavoro.
- Funzionalità basate su AI: Utilizza l'intelligenza artificiale per migliorare la scrittura delle email e l'assistenza alle vendite.
- Accesso mobile: Permette al team di lavorare ovunque grazie alle funzionalità dell'app mobile.
Cosa succede ora:
Se stai ricercando software per account-based marketing, contatta gratuitamente un consulente SoftwareSelect per ricevere raccomandazioni.
Compili un modulo e fai una breve chiacchierata in cui ti chiedono i dettagli specifici delle tue esigenze. Poi riceverai una lista ristretta di software da esaminare. Ti supporteranno anche durante tutto il processo di acquisto, comprese le negoziazioni sul prezzo.
