Finding the right CRM can transform how your business handles customer relationships and sales processes. While Pipedrive is a solid choice for many companies, you might be looking for a Pipedrive alternative that better suits your needs. Whether you're seeking more advanced features, better pricing, or specific functionalities, this guide will help you explore the top alternatives to Pipedrive available in 2025.
What makes businesses look for Pipedrive alternatives?
While Pipedrive is known for its simple interface and quick setup, many businesses find themselves searching for alternatives due to specific limitations. Here are the main reasons companies explore other options:
- Customization is limited: Pipedrive comes with a standard, relatively rigid sales pipeline structure. While you can make basic adjustments, more extensive customizations are only available in higher-priced plans.
- Automation features can be basic in some cases: The platform struggles with complex workflows, offering only basic automation rules and limited triggers. Companies needing sophisticated automation often find these constraints restrictive.
- Email sequencing might feel limited: Pipedrive lacks dedicated features for multi-step sequences with personalized content and dynamic delays, making lead nurturing less effective.
- Social media integration has a few gaps: While the platform supports Facebook integration, it falls short with other important platforms like Instagram and LinkedIn. That can affect can affect businesses heavily reliant on social media for lead generation.
- Costs can ramp up with add-ons: Though Pipedrive's base pricing seems straightforward, essential features are often locked behind additional purchases. The LeadBooster and Campaigns add-ons, which many businesses eventually need, can significantly increase the total cost.
Best Pipedrive alternatives: Overview
👉 Other articles you might like:
- What's Pipedrive and how does it work?
- Pipedrive pricing guide
- Pipedrive vs Trello: Full comparison
- 12 best lead management software
Best Pipedrive alternatives
1. Zeeg: Best for converting leads through automated scheduling workflows
When it comes to converting leads through efficient scheduling and automated workflows, Zeeg stands at the forefront of modern lead management solutions. This European-developed platform combines sophisticated appointment scheduling with powerful lead routing capabilities, making it particularly valuable for businesses that rely heavily on scheduled interactions with prospects.
The platform's strength lies in its ability to seamlessly integrate scheduling with lead management processes. Sales teams can create customized booking workflows that automatically capture lead information while scheduling meetings, effectively turning every booking interaction into a potential sales opportunity.
Key features
- Customizable booking pages integrate with existing CRM systems to maintain data consistency
- Smart lead routing assigns prospects to the right team members based on custom criteria
- Automated follow-up sequences maintain engagement throughout the sales process
- Complete integration with major calendar platforms and video conferencing tools
- Advanced workflow automation for scheduling and lead nurturing
- GDPR-compliant data handling with end-to-end encryption
Way beyond normal scheduling, Zeeg excels at optimizing the entire lead conversion process. The platform's intelligent routing system ensures that leads are automatically directed to the most appropriate team member based on factors like expertise, availability, and lead characteristics. This systematic approach to lead distribution helps maintain quick response times while ensuring that prospects are matched with the best-qualified representatives.
Also, the workflow capabilities allow teams to set up sophisticated automated sequences that handle everything from initial lead capture to follow-up communications, significantly reducing manual work while maintaining a personal touch in customer interactions.
Pros and cons
✓ Optimizes external online appointment booking, increasing lead generation
✓ Professional and customizable booking pages
✓ Excellent integration options (Zapier, Google Calendar, Outlook, Teams, PayPal)
✓ Round-robin feature to get the right person to customers
✓ Automated workflows that make scheduling efficient
✓ Fully GDPR compliant, end-to-end encryption
✓ Strong focus on security and compliance
✓ Cost-friendly when compared to competition
✗ Still a relatively new tool
✗ No app available yet
Pricing
When it comes to pricing, Zeeg offers a free plan with basic features that's yours to keep forever. For users who need more features, paid plans start at $10 per user/month. All paid plans come with a 14-day trial period, so you can test everything out before deciding to subscribe.
Here's what each plan offers:
- Free: No cost, free forever
- Professional: $10 per user/month
- Business: $16 per user/month
- Enterprise: Custom pricing
The free plan already includes a lot if you don't have that many needs - you can schedule as many meetings as you need and create your own booking page that works like a digital business card. Plus, you'll get automated event notifications and calendar invites at no cost. If you need more features, such as extra calendar connections, more scheduling pages, or space for more attendees in your meetings, the Professional plan has you covered. For teams that need advanced features like multiple host meetings, round-robin scheduling, or routing forms, then the Business plan is the way to go.
2. NetHunt CRM: Best for Gmail integration and customization
Unlike most CRMs, NetHunt doesn't need you to learn a new interface per se. Its CRM integrates with Gmail, transforming everyday inboxes into sales hubs. Additionally, since teams already manage most relationships through email, the transition feels natural and immediate.
Key features
- Gmail and Google Workspace integration + Gmail Chrome extension
- Customizable folders and records with flexible fields and pipelines
- Complex automation sequences with multiple triggers and rules
- Lead capture from multiple sources including website forms, messengers, and social media
- Native integrations with data enrichment tools like Apollo and Hunter
- Contact and deal management with opportunity tracking
- Customizable folders and records with flexible fields and pipelines
- Advanced email tracking capabilities (opens, links, and follow-ups)
- Email campaigns with personalization and analytics
- Permission controls with custom user roles
In terms of communication, NetHunt provides a unified social media dashboard that streamlines customer interactions. Subsequently, sales teams can respond to messages across various platforms while maintaining full conversation history and context. Additionally, the LinkedIn integration enhances B2B relationships by simplifying professional networking and lead nurturing.
As for automation capabilities, NetHunt transforms routine tasks into strategic operations. By combining email and LinkedIn outreach in customized sequences, teams can maintain personal connections while eliminating repetitive work. Consequently, intelligent triggers efficiently manage everything from initial contact to follow-up scheduling.
Pros and cons
✓ Native mobile apps and Gmail Chrome extension
✓ Customizable elements for perfect workflow matching
✓ Lives inside Gmail for seamless email management
✓ Great automation with multiple triggers
✓ Built-in email marketing capabilities
✓ Strong multi-channel communication tools
✓ LinkedIn automation features
✓ Effective lead capture and distribution
✓ Social media integration
✗ Learning curve for advanced features
✗ Limited third-party integrations compared to some competitors
Pricing
NetHunt structures its pricing around five distinct options to match different business needs, with yearly billing offering the best value for teams. The platform starts at $24 per user/month for basic functionality and scales up based on feature requirements.
Their pricing tiers include:
- Basic: $24 per user/month - ideal for small teams requiring essential CRM features
- Basic Plus: $34 per user/month - adds advanced tools like mass email campaigns and WhatsApp integration
- Business: $60 per user/month - unlocks sales automation and multi-channel capabilities
- Business Plus: $84 per user/month - introduces deeper automation and custom roles Custom: Tailored pricing for teams of 10+ users
Small teams can get started with the Basic plan, which includes fundamental tools like lead management, multiple pipelines, and Google Workspace integration. Moving up to Basic Plus brings valuable additions such as mass email campaigns, personalized messaging, and expanded custom roles. For growing organizations, the Business tier introduces powerful features including sales automation, LinkedIn integration, and API access. And teams needing maximum flexibility can opt for Business Plus, which adds advanced workflow automation, dedicated account management, and business consulting services.
3. Freshsales: Best for AI-powered sales engagement
Traditional CRM tools often overwhelm users with manual tasks, yet Freshsales' take is to avoid that. Through its AI assistant Freddy, this platform brings intelligence to daily sales operations. As a result, teams can focus on building relationships while automation handles routine activities.
Freshsales prioritizes practical functionality over complexity. Employyes oftenfind themselves spending less time managing their CRM and more time engaging with prospects. Additionally, the platform's AI capabilities continuously analyze customer interactions, providing actionable insights that help representatives make informed decisions.
Key features
- AI-powered contact scoring and lead ranking
- Built-in phone, email, and chat capabilities
- Advanced workflow automation with custom triggers
- Multiple sales pipeline management
- Custom sales activities tracking
- Territory management tools
- Deal insights powered by artificial intelligence
- Native mobile application for on-the-go access
The AI assistant, Freddy, sets this platform apart by functioning as a digital sales coach. Furthermore, it scans data patterns to identify promising leads, keeps the customer database organized by merging duplicates, and assists in crafting personalized emails. Subsequently, sales teams can maintain high-quality interactions without getting caught up in administrative tasks.
In addition to its AI capabilities, Freshsales excels at combining traditional CRM functionality with modern communication tools. Therefore, teams can handle calls, emails, and chat conversations from a single interface while maintaining detailed records of every interaction. Moreover, the workflow automation extends from basic task assignment to sophisticated lead routing and follow-up sequences.
Pros and cons
✓ Affordable base plan with essential features
✓ Intuitive and user-friendly interface
✓ Excellent onboarding and support
✓ Strong AI-powered insights
✓ Built-in communication tools
✓ Effective automation features
✓ Email tracking and analytics
✓ Mobile app availability
✗ Base plan limited to one sales pipeline
✗ Some features require higher tiers
✗ Limited reporting options in basic plans
Pricing
Looking at price points, Freshsales keeps things straightforward with three main tiers alongside a handful of optional add-ons. Teams can jump in at $9 per user monthly with annual billing, making it accessible for startups and growing businesses.
Here's a breakdown of their plans:
- Growth: $9 per user/month - delivers essential sales tools including contact management, built-in chat, and basic workflows
- Pro: $39 per user/month - enhances capabilities with AI features and territory management
- Enterprise: $59 per user/month - designed for larger teams needing advanced customization
The Growth package equips teams with fundamental tools - from contact lifecycle tracking to custom fields and product catalogs. Stepping up to Pro opens doors to AI-powered features like contact scoring and sales activity optimization. At the Enterprise level, users gain access to sophisticated tools such as custom modules and advanced forecasting insights.
Freshsales also offers additional power-ups through add-ons, though that means a price increase:
- Configure, Price, Quote: For €19 more, you can generate branded documents and contracts
- AI Agent: Enhance customer engagement with AI-powered interactions
4. Salesforce: Best for enterprise-level customization
Established in 1999, Salesforce has evolved into an industry titan among CRM solutions. As a result of its extensive development, this cloud-based platform offers comprehensive customization possibilities while maintaining enterprise-grade reliability. Furthermore, its robust ecosystem has become a standard against which other CRM tools are measured.
In terms of implementation, Salesforce excels mainly at handling complex business processes. But also,the platform allows specific team members to be assigned to each deal, thus creating clear accountability and smoother collaboration. And its advanced forecasting capabilities help sales teams increase prediction accuracy, making it an essential tool for data-driven organizations.
Key features
- Advanced pipeline and deal tracking
- AI-powered lead scoring and analytics
- Highly customizable workflows
- Territory management tools
- Multi-channel lead tracking
- Visual process builder
- AppExchange marketplace access
- Enterprise-grade security controls
One of Salesforce's core strengths is to be one the best lead management software out there. Subsequently, the platform offers sophisticated web-to-lead capture functionality, enabling automatic conversion of website visitors into sales opportunities. Furthermore, its detailed tracking of interactions across different channels ensures comprehensive visibility of the customer journey.
When it comes to customization, Salesforce provides unmatched flexibility. Through its AppExchange marketplace, teams can access thousands of pre-built integrations and extensions. Consequently, organizations can tailor the platform precisely to their industry requirements while maintaining seamless data flow between systems.
Pros and cons
✓ Highly reliable cloud solution with decades of market presence
✓ Extensive customization options
✓ Rich ecosystem of integrations
✓ Strong analytics capabilities
✓ Complete API access
✓ Regular feature updates
✓ Enterprise-grade security
✓ Comprehensive support options
✗ Complex implementation requiring expert assistance
✗ Steep learning curve
✗ Limited storage (10GB per organization)
✗ Premium support costs extra
Pricing
For teams considering Salesforce, their pricing reflects their enterprise focus, with plans starting from the $25 entry point and scaling up to their premium AI-enhanced tier. All prices are billed annually per user.
Their pricing packages include:
- Starter Suite: $25 per user/month - basic CRM features
- Pro Suite: $100 per user/month - adds sales forecasting and team features
- Enterprise: $165 per user/month - includes advanced pipeline management and conversation intelligence
- Unlimited: $330 per user/month - unlocks predictive AI and full developer support
- Einstein 1 Sales: $500 per user/month - delivers generative AI and comprehensive analytics
The Starter Suite covers fundamental needs, but most growing businesses find themselves gravitating toward the Enterprise tier. At $165 per user monthly, it opens up essential tools like AgentForce and advanced pipeline management. Teams requiring full platform access typically opt for the Unlimited package, while organizations seeking AI-powered insights can leverage the complete suite of tools in Einstein 1 Sales.
Beyond the base subscription, companies should factor in potential add-on costs for implementation services, premium support, and extra storage capacity. These additional expenses often play a significant role in the total investment required.
5. Monday: Best for visual workflow management
Contrary to widespread perception of Monday as just a project management tool, this platform has transformed into a comprehensive CRM suite. Through recent developments, the system now combines intuitive project tracking with customer relationship features, making it valuable for teams seeking visual clarity in their sales processes.
In terms of user experience, Monday tries to be different through its visual approach to data organization. Subsequently, sales teams can track leads, monitor customer interactions, and manage team activities through an interface that prioritizes clarity and accessibility. We should also add that the platform's analytics tools provide actionable insights while maintaining simplicity.
Key features
- Comprehensive CRM with advanced contact management
- Detailed tracking of customer interactions
- Team activity monitoring tools
- Advanced analytics and reporting capabilities
- Mobile app for on-the-go access
- Email marketing integration
- Lead scoring functionality
- Performance tracking tools
The platform's automation capabilities transform routine tasks into streamlined processes, while its intuitive interface helps teams visualize their sales pipeline and identify bottlenecks.
Pros and cons
✓ Quick implementation process
✓ User-friendly visual interface
✓ Strong workflow automation
✓ Performance tracking capabilities
✓ Excellent customization options
✓ Mobile accessibility
✓ Regular feature updates
✓ Intuitive dashboard design
✗ File management limitations
✗ Dashboard customization might not suit all needs
✗ Basic contact management features
✗ Some users report occasional performance issues
Pricing
When it comes to team collaboration platforms, Monday structures its pricing around five tiers, with annual billing providing the best value. Pricing scales based on team size, and we'll break down costs for a 15-seat example.
- Free: €0 - supports up to 2 seats for basic task tracking
- Basic: €9 per user/month - totals €135 monthly for 15 seats
- Standard: €12 per user/month - comes to €180 monthly for the team
- Pro: €19 per user/month - reaches €285 monthly for full team access
- Enterprise: Custom pricing for large organizations
The Free plan serves individuals and small duos with essential features like unlimited docs and iOS/Android apps. Moving to Basic opens up unlimited team viewers and file storage, making it suitable for growing teams. The Standard tier introduces timeline views and automation capabilities, while Pro users gain access to private boards, time tracking, and formula columns. Organizations needing enterprise-grade security and advanced integrations can explore the custom Enterprise solution.
Worth noting: all paid plans come with priority customer support, and users can try any tier risk-free before committing. Each plan builds on the previous one's features, ensuring teams can scale their toolset alongside their growth.
👉 Read more: Pipedrive or Monday?
6. HubSpot: Best for unified sales and marketing
Industry veterans recognize HubSpot as a titan in the CRM landscape. Through its evolution, this platform has grown beyond basic contact management to offer a complete ecosystem for sales, marketing, and customer service operations.
In terms of scalability, HubSpot proves to be quite relevant for businesses that have outgrown simpler tools. Therefore, the platform can support hundreds of users in the same workspace while maintaining smooth performance. Moreover, its email marketing functionality include essential features such as email tracking, templates, and bulk messaging capabilities.
Key features
- Comprehensive marketing automation tools
- Built-in content management system
- Advanced contact and deal tracking
- Visual sales pipeline management
- Integrated meeting scheduler
- Social media management tools
- Lead scoring and grading
- Multi-step workflow builder
The platform's philosophy centers on inbound methodology. Rather than focusing on cold outreach, HubSpot's tools emphasize nurturing leads and building long-term customer relationships. Then, the built-in content and social media management features create a unified approach to customer engagement. But it's not just that - the reporting capabilities are quite complete and thre's real-time insights into campaign performance. Perfect for data people.
Pros and cons
✓ Comprehensive marketing toolkit
✓ Strong analytics and reporting
✓ Regular platform updates
✓ Excellent educational resources
✓ Robust automation capabilities
✓ Built-in SEO tools
✓ Active user community
✓ Reliable customer support
✗ Free version has limited features
✗ Significant learning curve
✗ Higher tiers can be expensive
✗ Complex setup for advanced features
Pricing
HubSpot takes a focused approach to sales software pricing with two comprehensive packages designed for different business scales. Unlike tiered systems with multiple steps, they've streamlined their offerings to match specific business needs.
Their Sales Hub options include:
- Professional: €90 per seat/month - comprehensive sales software for process optimization
- Enterprise: €150 per seat/month - advanced features for maximum control and flexibility
The Professional package includes essentials that help teams improve their sales process:
- Call transcription and coaching capabilities
- Coaching playbooks for team development
- ABM tools and automation features
- Customizable sequences
- Sales forecasting tools
- Up to 25 deal pipelines per account
- 5,000 email templates
- HubSpot payment processing integration
Enterprise users gain additional capabilities such as:
- Custom objects for specialized tracking
- Advanced permissions management
- Lead form routing
- Recurring revenue tracking
- Up to 100 deal pipelines
- Remove HubSpot branding options
Something to keep in mind: both plans require an onboarding fee - Professional at €450 and Enterprise at €3,420. Also notable is the integrated payment processing feature, available to U.S. customers, with optional Stripe integration for expanded payment options.
👉 Read more:
- What is Hubspot used for
- A guide to Hubspot Sales Hub
- Pipedrive vs Hubspot
- Pipedrive vs Keap
- Best Hubspot alternatives
- Calendly vs Hubspot Meetings
7. Zoho CRM: Best for small businesses needing enterprise features
Since launching in 1996, Zoho has constructed a robust CRM suite that balances sophistication with accessibility. Through its development, this platform has become particularly appealing to small and midsize businesses seeking enterprise-level capabilities without the typical complexity.
In terms of AI integration, Zoho's assistant Zia brings intelligence to daily operations. Subsequently, this tool helps teams visualize and optimize buyer journeys while providing smart suggestions for email communication. Furthermore, the platform's CommandCenter feature enables sales teams to design and automate sophisticated follow-up strategies.
Key features
- AI-powered sales assistant (Zia)
- Advanced workflow automation
- Journey orchestration tools
- Multi-user portals
- Blueprint process management
- Canvas customization system
- Territory management options
- Sales forecasting capabilities
The platform's Canvas Builder adds another dimension to customization. Rather than conforming to rigid structures, teams can design interfaces that match their exact requirements. Also, the integrated gamification features maintain team engagement while driving performance improvements.
And one other thing to add is that Zoho CRM integrates deeply with various channels, allowing teams to manage emails, phone calls, social media, and live chat from the same place. And the Blueprint feature guides representatives through standardized processes - consistency is key here.
Pros and cons
✓ Deep feature set for the price point
✓ Complete customization through Canvas
✓ Built-in gamification
✓ Strong integration capabilities
✓ Cost-effective solution
✓ Regular platform updates
✓ Multiple deployment options
✓ Mobile accessibility
✗ Steep learning curve
✗ Advanced features locked to higher tiers
✗ Complex setup process
✗ Interface can overwhelm new users
Pricing
Zoho CRM offers a range of pricing options that build up from a free tier for small businesses. Annual billing provides up to 34% savings compared to monthly payments, with all prices quoted in euros.
- Free Edition: €0 for up to 3 users - perfect for home businesses
- Standard: €14 per user/month - includes essential CRM features
- Professional: €23 per user/month - adds advanced sales tools
- Enterprise: €40 per user/month - introduces AI capabilities
- Ultimate: €52 per user/month - unlocks maximum customization
The Standard plan sets a solid foundation with mass email features, custom modules, and Office 365 integration. Professional users gain access to inventory management tools and Google Ads integration. The Enterprise tier brings in Zia, Zoho's AI assistant, along with territory management and multi-user portals. For organizations needing the most robust features, Ultimate provides enhanced analytics and advanced administration tools.
A key detail: local taxes like VAT will be added to the listed prices. Each tier comes with a free trial period, letting teams test the features before making a commitment.
8. Insightly: Best for combining project and lead management
Small and medium businesses searching for project delivery focus will discover unique value in Insightly. Through its distinctive approach, this platform creates a seamless transition from lead acquisition through project completion, addressing the often challenging gap between sales and project teams.
In terms of project integration, Insightly stands apart by allowing teams to convert won opportunities directly into actionable projects. Subsequently, this integration maintains consistency throughout the entire customer journey, from initial contact to final deliverable. Furthermore, the platform's automation extends beyond basic lead management to include sophisticated project workflows.
Key features
- Lead and contact management
- Project delivery tools
- Built-in business dashboards
- Web-to-lead capture forms
- Customizable sales processes
- Real-time data synchronization
- Mobile business card scanning
- Role-based permission controls
The platform's project management capabilities shine in practical application. Rather than treating projects as separate entities, Insightly weaves them into the fabric of customer relationships. Additionally, this unified approach helps teams maintain context and history across all customer interactions.
Looking at data management, Insightly provides robust tools for maintaining information accuracy. Consequently, teams can rely on clean, organized data for decision-making. Moreover, the platform's mobile app ensures that field representatives can access and update information from anywhere.
Pros and cons
✓ Smooth data sharing and input
✓ User-friendly interface design
✓ Extensive customization options
✓ Strong project management tools
✓ Integration with help desk apps
✓ Mobile accessibility
✓ Clear permission controls
✓ Regular feature updates
✗ Expensive higher-tier plans
✗ Limited workflow customization
✗ No native social media tools
✗ Basic reporting features
Pricing
When it comes to pricing, Insightly provides a straightforward three-tier model that scales with your business needs:
- Standard tier: $29 per user monthly with annual billing
- Professional tier: $49 per user monthly with annual billing
- Enterprise tier: $99 per user monthly with annual billing
Each plan comes with specific storage allocations and record limits to match different business sizes:
- Standard includes capacity for 100,000 records and 10GB of storage space
- Professional expands to 250,000 records with 100GB of storage
- Enterprise offers 500,000 records and a generous 250GB of storage
All plans include essential capabilities like contact and lead management, along with fundamental workflow tools. As you move up the tiers, you'll gain access to more sophisticated features. Professional adds lead routing and custom validation options, while Enterprise unlocks advanced integrations such as AWS Lambda, along with enhanced security through SAML/SCIM single sign-on and detailed audit trails.
9. Nutshell: Best for straightforward sales processes
Small businesses gravitating toward simplicity appreciate Nutshell's balanced approach to CRM functionality. Through thoughtful design choices, this platform effectively bridges sales and marketing needs without overwhelming users with unnecessary complexity.
In terms of user experience, Nutshell prioritizes accessibility above intricate features. Subsequently, team members can navigate the system confidently with minimal training time. Furthermore, the platform's email marketing capabilities encompass crucial functions such as bulk messaging, audience segmentation, and comprehensive tracking.
Key features
- Intuitive contact management
- Advanced email marketing tools
- Built-in pipeline management
- Customer interaction tracking
- Segmentation capabilities
- Performance analytics
- Mobile functionality
- Automated follow-ups
The platform's email marketing ecosystem sets it apart from basic CRM tools. Rather than requiring third-party solutions, Nutshell provides robust email capabilities including sequences, segmentation, and detailed performance metrics. As a result, teams can execute sophisticated marketing campaigns without leaving their CRM environment.
Looking at collaboration features, Nutshell facilitates seamless teamwork through shared data and communications. Consequently, sales representatives maintain consistent messaging across customer touchpoints. Moreover, the straightforward interface helps teams focus on relationship building rather than software navigation.
Pros and cons
✓ Quick implementation process
✓ Minimal learning curve
✓ Strong email marketing tools
✓ Clean, intuitive interface
✓ Reliable customer support
✓ Affordable pricing tiers
✓ Regular platform updates
✓ Mobile app availability
✗ Limited native integrations
✗ Basic customization options
✗ Restricted advanced features
✗ Simple reporting tools
Pricing
Nutshell structures its Sales Suite around distinct tiers designed to match different business needs and team sizes. Each tier builds upon the previous one, adding more sophisticated features and capabilities:
- Foundation: $13 per user monthly (billed annually)
- Growth: $25 per user monthly (billed annually)
- Pro: $42 per user monthly (billed annually)
- Business: $59 per user monthly (billed annually)
- Enterprise: $79 per user monthly (billed annually)
Each plan comes with its own set of core features and capabilities. Foundation focuses on essential contact management, while the Growth plan introduces reporting tools. Pro adds comprehensive automation, Business brings AI capabilities, and Enterprise unlocks unlimited customization options.
Beyond the Sales Suite, Nutshell offers supplementary services through their Marketing and Engagement Suites:
- Marketing Foundation: Included with Sales Suite
- Marketing Pro: $49 per company monthly
- Engagement Foundation: Included with Sales Suite
- Engagement Pro: $16 per user monthly
For businesses needing additional capabilities, Nutshell provides two add-on services that work across all plan levels - Nutshell IO for enhanced prospecting at $37 monthly and an SMS package priced at $15 monthly for increased messaging capacity. All plans include access to customer support, though Enterprise users receive priority assistance and direct phone support.
10. Salesmate: Best for optimizing sales processes
Growing businesses seeking automation capabilities find particular value in Salesmate's comprehensive toolkit. Through its development, this CRM platform has evolved to support multiple departments while maintaining an accessible interface for everyday users.
In terms of integration flexibility, Salesmate connects smoothly with existing business tools. Subsequently, teams can maintain their preferred workflows while gaining enhanced CRM capabilities. Furthermore, the native QuickBooks integration proves especially valuable for maintaining accurate financial records alongside customer data.
Key features
- Multi-channel communication tools
- Built-in workflow automation
- Smart contact management
- Pipeline visualization
- Activity tracking system
- Deal management tools
- Mobile accessibility
- Email sequence builder
The platform's approach to communication merits special attention. Rather than limiting teams to basic email, Salesmate enables engagement across various channels while maintaining centralized conversation records. As a result, representatives can switch seamlessly between communication methods without losing context.
Looking at sales processes, Salesmate introduces smart automation that reduces manual tasks. Consequently, teams focus more time on building relationships and closing deals. Moreover, the built-in reporting tools provide clear insights into sales performance and team productivity.
Pros and cons
✓ Affordable price point
✓ Intuitive user interface
✓ Strong automation tools
✓ Multiple communication channels
✓ QuickBooks integration
✓ Mobile app availability
✓ Regular updates
✓ Responsive support
✗ Limited native integrations
✗ Basic reporting options
✗ Requires Zapier for many connections
✗ Some features need third-party tools
Pricing
Salesmate offers three main subscription tiers, with an additional Enterprise option for larger organizations. Each plan includes core CRM functionality while adding more sophisticated features at higher levels:
- Basic: $23 per user monthly
- Pro: $39 per user monthly
- Business: $63 per user monthly
- Enterprise: Custom pricing starting from $1999
Each tier is thoughtfully designed to address specific business requirements. The Basic plan provides essential pipeline management tools and includes 20K automation credits monthly. Pro expands these capabilities with features like sequences and product management, along with 30K automation credits. The Business tier introduces advanced customization options and increases automation credits to 40K per user monthly.
For enterprise-level organizations, Salesmate provides a comprehensive package that includes:
- 24/7 dedicated support
- Custom validation rules
- IP restrictions
- Dedicated account manager
- Quarterly business reviews
- Personalized onboarding
All plans include valuable integrations at no additional cost, connecting with tools like Google Workspace, Microsoft Office 365, Zapier, and various accounting platforms. Each subscription also provides access to mobile apps, REST APIs, and comprehensive support documentation.
Customers can choose between monthly and annual billing, with annual subscriptions offering up to 20% savings on all plans.
11. Streak: Best for Gmail-centric sales teams
Native Gmail integration distinguishes Streak from typical CRM solutions. Through direct embedding within the Gmail interface, this platform transforms standard inboxes into powerful sales management tools without requiring users to navigate separate systems.
In terms of daily operations, Streak brings CRM functionality directly to where email conversations happen. Subsequently, sales teams track deals, manage pipelines, and monitor customer interactions without leaving their familiar email environment. Furthermore, the platform's email power tools enhance standard Gmail capabilities with features like email tracking and scheduling.
Key features
- Complete Gmail integration
- Email tracking capabilities
- Pipeline management tools
- Customizable data views
- Team collaboration options
- Email template system
- Meeting scheduling tools
- Mobile access features
The platform's mail merge functionality deserves particular attention. Rather than switching between applications, users can send personalized bulk emails directly from Gmail. As a result, teams maintain efficient communication while preserving a personal touch in customer interactions.
Looking at data organization, Streak introduces flexible ways to manage customer information. Consequently, teams can create custom views and organize data according to their specific needs. Moreover, the shared inbox features enable seamless collaboration across team members.
Pros and cons
✓ Native Gmail integration
✓ Free email power tools
✓ Simple learning curve
✓ Quick implementation
✓ Team sharing options
✓ Email tracking features
✓ Built-in templates
✓ Mobile accessibility
✗ Limited to 400 emails per day
✗ Basic pipeline features
✗ Restricted social media tools
✗ No lead nurturing system
Pricing
Streak provides three distinct pricing tiers, each targeting different business needs and use cases. Their straightforward pricing model reflects their focus on Google Workspace integration and CRM functionality:
- Pro: $49 per user monthly
- Pro+: $69 per user monthly (most popular)
- Enterprise: $129 per user monthly
Each plan builds upon a foundation of core CRM features. The Pro plan gives teams access to essential tools like mail merge capabilities (1500 per day) and shared pipelines. The Pro+ tier, marked as their most popular option, adds valuable features like AI Co-Pilot, advanced reporting, and archived user management. Enterprise unlocks the full suite of capabilities, including custom rules, data validation, and dedicated support.
All plans include fundamental features such as:
- Private and shared pipelines
- Unlimited boxes for data organization
- Email and link tracking
- Shared contacts management
- Google Workspace integration
- Mobile access (iOS & Android)
Where the plans differ significantly is in their advanced capabilities. Pro+ introduces automation tools and webhook API access, while Enterprise provides custom permissions, advanced implementation support, and security questionnaire responses. Customers can choose between monthly and annual billing, with annual subscriptions offering additional savings.
Support levels also vary by tier, ranging from live chat support in Pro to priority support in Pro+, and dedicated support for Enterprise customers. Each paid plan includes onboarding assistance and access to training resources.
12. Agile CRM: Best for integrated marketing automation
Marketing teams requiring comprehensive lead management discover unique advantages in Agile CRM. Through careful attention to automation capabilities, this platform streamlines complex marketing processes while maintaining robust CRM functionality.
In terms of contact organization, Agile CRM introduces an intuitive system for categorizing relationships. Subsequently, teams can label contacts as customers, prospects, or partners to create logical groupings. Furthermore, the platform's gamification elements foster healthy competition among sales representatives while driving performance improvements.
Key features
- 360° contact viewing system
- Marketing automation tools
- Timeline-based tracking
- Built-in appointment scheduling
- Lead scoring automation
- Auto dialer functionality
- Chrome extension tools
- Campaign management options
The platform's approach to contact management brings notable innovation. Rather than providing basic contact storage, Agile CRM creates detailed timelines showing every interaction, from conversations to social media engagement. As a result, teams maintain comprehensive visibility into relationship histories.
Looking at automation capabilities, the platform extends beyond standard features. Consequently, tasks like appointment scheduling and follow-ups happen automatically based on predefined triggers. Moreover, the Lead Prospector tool enables quick addition of prospects directly from Chrome browsers.
Pros and cons
✓ Comprehensive free plan
✓ Built-in marketing tools
✓ Strong automation options
✓ Unified contact view
✓ Social media integration
✓ Performance tracking
✓ Chrome extension
✓ Mobile accessibility
✗ Complicated interface
✗ Limited customization
✗ Long support response times
✗ Basic landing page tools
Pricing
With regard to pricing structure, Agile CRM offers several tiers accommodating different needs:
- Free: Up to 10 users
- Starter: $9.99/user/month
- Regular: $39.99/user/month
- Enterprise: $64.99/user/month
Looking at value distribution, each tier adds progressively more sophisticated features. For instance, the free plan provides essential CRM tools, while Starter introduces marketing automation and helpdesk capabilities. Meanwhile, Regular and Enterprise users gain access to advanced features like custom deal tracks and call center functionality.
13. Bitrix24: Best for comprehensive team collaboration
Complex business processes find streamlined solutions in Bitrix24's expansive toolkit. Through integration of CRM, project handling, and communication features, this platform creates a unified workspace where teams manage various aspects of customer relationships and internal collaboration.
In terms of functionality scope, Bitrix24 resembles a digital Swiss Army knife for business operations. Subsequently, teams access everything from lead management to HD video calls within one system. Furthermore, the platform's project management capabilities incorporate Scrum methodology, enabling structured approaches to team tasks.
Key features
- Integrated contact center
- Project management tools
- HD video conferencing
- Web form lead capture
- Task automation system
- Help desk functionality
- Chat and collaboration tools
- Document management
The platform's communication ecosystem deserves particular attention. Rather than restricting teams to basic messaging, Bitrix24 provides comprehensive tools including chat, video calls, and shared workspaces. As a result, teams maintain clear communication channels across all business processes.
Looking at customer engagement, the platform introduces sophisticated lead generation methods. Consequently, web forms automatically populate the CRM with new prospects, while smart automation handles initial responses. Moreover, teams can establish their own help desk system directly within the platform.
Pros and cons
✓ Wide feature range
✓ Strong collaboration tools
✓ Free plan availability
✓ Video conferencing
✓ Project management
✓ Document sharing
✓ Marketing capabilities
✓ Mobile access
✗ Complex interface
✗ Steep learning curve
✗ Overwhelming feature set
✗ Navigation challenges
Pricing
Bitrix24 offers four comprehensive tiers, each including all users within the plan's specified limit. All plans feature significant discounts when billed annually:
- Basic: $49 per month (5 users, 24GB storage)
- Standard: $99 per month (50 users, 100GB storage)
- Professional: $150 per month (100 users, 1024GB storage)
- Enterprise: $300 per month (250 users, 1TB storage)
Each tier builds progressively on a foundation of core features. The Basic plan includes essential tools like:
- Collaboration features
- Task and project management
- Basic CRM functionality
- Contact center
- Website builder
- Online store capabilities
- Drive storage
The Standard plan expands these capabilities by adding:
- Marketing tools
- Online document management
- Administrative controls
- Increased storage and user capacity
Professional and Enterprise levels introduce advanced features such as:
- e-Signature for HR
- Sales Intelligence
- Automation tools
- HR management
- Enhanced CRM capabilities
The Enterprise tier stands out with additional capabilities like multiple branches support, scalability options, and a comprehensive enterprise pack. All plans include customer support, with higher tiers receiving priority assistance.
A notable aspect of Bitrix24's pricing model is the inclusive nature of user licensing - one price covers all users within the plan's limit, making it particularly cost-effective for growing organizations.
14. Workbooks: Best for financial integration
Service-oriented businesses discover comprehensive solutions in Workbooks' versatile platform. Through thoughtful integration of CRM, Marketing, Customer Service, and Finance capabilities, this system creates seamless connections between customer relationships and financial operations.
In terms of business intelligence, Workbooks introduces sophisticated data enrichment tools. Subsequently, teams gain deeper insights into customer profiles and potential opportunities. Furthermore, the platform's subscription management features automate renewal reminders while predicting future revenue patterns.
Key features
- Customer data enrichment
- Subscription tracking system
- Revenue forecasting tools
- Order management options
- Multi-currency support
- Activity monitoring
- Contract automation
- Advanced reporting
The platform's approach to financial integration stands out in daily operations. Rather than treating sales and finance separately, Workbooks creates natural workflows between customer interactions and financial processes. As a result, teams maintain accurate records while streamlining order processing.
Looking at customer relationship tracking, Workbooks provides 360-degree visibility into interactions. Consequently, teams identify upselling opportunities more effectively while maintaining detailed activity records. Moreover, the automated workflow system reduces manual tasks across various business processes.
Pros and cons
✓ Strong financial tools
✓ Data enrichment options
✓ Subscription tracking
✓ Multi-currency support
✓ Contract automation
✓ Clear reporting
✓ Revenue forecasting
✓ Process automation
✗ Scalability challenges
✗ Complex implementation
✗ Limited lead generation
✗ Learning curve issues
Pricing
Workbooks structures its pricing around three core packages, each designed for different business scenarios:
- CRM Edition: $43 per user monthly
- Business Edition: $88 per user monthly
- Events Edition: $183 per user monthly
The CRM Edition serves as the foundation, focusing on relationship management and basic business operations. It includes sophisticated contact management tools and integrates seamlessly with Office365, making it particularly valuable for teams already working within the Microsoft ecosystem. The quotation system streamlines sales processes, while the customer support features ensure consistent service delivery.
The Business Edition expands these capabilities significantly. By incorporating comprehensive order management and financial tools, it creates a complete business operations platform. This makes it especially suitable for organizations needing to track both sales and purchasing in one unified system.
For those managing events, the Events Edition provides end-to-end event management capabilities. The WordPress integration and ticket sales features create a seamless experience for both organizers and attendees.
Beyond these core packages, Workbooks offers optional enhancements that can be added to any edition:
- Audit Trail: $8.50 per user monthly
- Multi-Currency Documents: $8.50 per user monthly
- Custom Records: $8.50 per user monthly
- Advanced Security: $8.50 per user monthly
- Multi-Company: $8.50 per user monthly
- Mapping Module: $10 per user monthly
- Microsoft Exchange Integration: $10 per user monthly
These add-ons require careful consideration as their costs multiply across your entire user base. For instance, enabling the audit trail feature for a team of 10 would add $85 to your monthly bill. The mapping and Exchange integration options offer more flexibility, as they can be assigned to specific users rather than the entire organization.
This modular approach allows organizations to create a customized solution that matches their exact needs, though it requires thoughtful planning to manage costs effectively.
15. Maximizer: Best for service-oriented businesses
Service teams seeking comprehensive customer engagement tools find distinct advantages in Maximizer's unified platform. Through decades of development, this solution combines traditional CRM functionality with modern service capabilities, creating an environment where customer satisfaction drives business growth.
In terms of deployment flexibility, Maximizer stands apart by offering both cloud-based and on-premise options. Subsequently, organizations choose implementation methods matching their security requirements and IT infrastructure. Furthermore, the platform's integration with Microsoft Office enhances daily productivity for teams already familiar with these tools.
Key features
- Service case management
- Contact tracking system
- Territory management
- Security control options
- Microsoft Office integration
- Custom field creation
- Mobile accessibility
- Document management
The platform's approach to service management deserves careful consideration. Rather than treating support as an afterthought, Maximizer places service capabilities at the core of its functionality. As a result, teams deliver consistent support while maintaining detailed interaction histories.
Looking at customization options, Maximizer provides granular control over system configuration. Consequently, organizations adapt the platform to match specific industry requirements and business processes. Moreover, the robust security features ensure proper data protection while enabling appropriate access levels.
Pros and cons
✓ Flexible deployment options
✓ Strong service tools
✓ Microsoft integration
✓ Security features
✓ Custom field options
✓ Document handling
✓ Territory management
✓ Reliable support
✗ Limited mobile features
✗ Basic interface design
✗ Complex customization
✗ Dated user experience
Pricing
Maximizer offers three main subscription levels, plus an on-premise option for specific deployment needs:
- Base: €58 per user monthly
- For Sales Leaders: €63 per user monthly
- For Financial Advisors: €63 per user monthly
- On-Premise: Custom pricing
Starting with the Base plan, teams get essential tools for managing customer relationships effectively. With capacity for 100,000 contacts and seamless Outlook integration, this tier sets a strong foundation for growing sales teams.
Moving up to the Sales Leaders package, Maximizer adds specialized features for sales management and performance tracking. Through advanced pipeline tools and intelligent reporting, teams can better monitor and optimize their sales processes, while setting clear revenue targets.
For those in financial services, the Financial Advisors tier adapts these capabilities specifically for wealth management needs. This version emphasizes long-term relationship building through specialized account management tools and detailed activity tracking.
Additionally, Maximizer provides an On-Premise solution for organizations requiring enhanced control over their deployment. Whether due to security requirements or specific customization needs, this option offers flexibility in implementation.
All plans require five users minimum and annual billing, positioning Maximizer as a solution for established teams rather than individual users.
