Pipedrive vs Salesforce

Pipedrive

• Small and mid-sized sales teams that want a pipeline-first CRM
• Teams that need deal tracking without a wider marketing or service suite
• Buyers who want full access during a trial before choosing a plan

Salesforce

• Sales organizations that need forecasting, territories and deep customization
• Very small teams that want a free CRM for 2 users
• Companies that want sales, service and marketing on one platform
• Teams planning to put AI agents to work across the sales cycle

Pipedrive

• There is no free plan; a paid subscription is needed once the 14-day trial ends.
• LeadBooster, Projects, Campaigns, Web Visitors and Smart Docs are paid add-ons, starting from $13.33 to $41 a month.
• Listed prices exclude VAT, which is added for EU customers.
• Seats are charged whether or not they are assigned to a user, and Pipedrive's terms say fees are non-refundable.

Salesforce

• The Free Suite covers only 2 users and 100 marketing emails a month, and stays free only with a login at least every 60 days.
• Only Starter Suite can be billed monthly. Pro Suite, Core, Advanced and Max are billed annually, and Pro Suite requires a contract.
• On Pro Suite the Web Services API costs an extra $25 per user / month and Flow Builder is limited to 5 flows per org.
• Agentforce for Sales is a paid add-on on Core and Advanced, listed from $125 per user / month; only Max includes it.

Pipedrive

Visual sales pipelines

Deals move through customizable kanban-style pipelines, with custom fields, activity reminders and products or services linked to each deal.

Email sync and scheduling

Two-way email sync, group emailing, templates and meeting scheduling keep conversations attached to the contact and deal.

Workflow automation

Automations and sequences take over repetitive steps such as follow-ups and data entry, and webhooks pass events to other systems.

AI assistant and Nova

An AI assistant recommends which deals to focus on, an email tool drafts and summarizes messages, and Nova records and transcribes calls and updates the CRM afterwards.

Reports and forecasting

Customizable reports and dashboards track sales performance, with revenue forecasts on the higher plans.

Add-ons and marketplace

LeadBooster, Campaigns, Smart Docs, Projects and Web Visitors extend the CRM at extra cost. The marketplace lists more than 500 integrations.

Salesforce

Lead and opportunity management

Leads, accounts, contacts and opportunities are tracked on every edition, with lead routing, duplicate blocking and web-to-lead capture. Quotes, contracts and orders start at Pro Suite.

Forecasting and pipeline inspection

Pro Suite includes sales forecasting. Core and above add advanced forecast and pipeline management, pipeline inspection, opportunity scoring, deal insights and sales territories.

Agentforce AI agents

Agentforce agents take on lead nurturing, prospecting and pipeline management. They are included in Max and listed as an add-on from $125 per user / month on Core and Advanced.

Flow automation

Flow Builder automates sales processes with drag-and-drop steps. Pro Suite allows 5 flows per org, and approval processes start at Core.

Reports, dashboards and Tableau Next

Customizable reports and dashboards are on every edition, including the Free Suite. Tableau Next analytics and advanced reporting features are included from Core.

Slack, mobile and browser access

Every edition connects to Slack. The iPhone, iPad and Android app is included from Starter Suite; offline mobile use and the Sales Cloud Everywhere browser extension start at Pro Suite.

Pipedrive

• Lite$14

  per seat / month, billed annually ($19 billed monthly)

  The entry plan: leads, deals, contacts and pipelines organized in one workspace.

• Growth$24

  per seat / month, billed annually ($34 billed monthly)

  Adds automation for emails and follow-ups on top of Lite.

• Premium$49

  per seat / month, billed annually ($64 billed monthly)

  Pipedrive's full-cycle sales tools, from lead to close. Marked as the most popular plan.

• Ultimate$69

  per seat / month, billed annually ($89 billed monthly)

  The complete set of Pipedrive capabilities.

Salesforce

• Free Suite$0

  2 user licenses with lead, opportunity and case management, simple email marketing and connected Slack conversations.

• Starter Suite$25

  per user / month, billed monthly or annually

  Lead, account, contact and opportunity management, built-in sales flows and lead routing, email marketing and the mobile app.

• Pro Suite$100

  per user / month, billed annually

  Everything in Starter plus more customization and automation, sales quoting and forecasting, and access to AgentExchange.

• Core$195

  per user / month, billed annually

  Sales Cloud with advanced forecasting and pipeline management, API access, Premier Success, Slack Business+ and Tableau Next.

• Advanced$395

  per user / month, billed annually

  Adds enhanced security, Sales Programs, predictive forecasting, lead scoring, a full sandbox and 1 GB of data storage per user.

• Max$550

  per user / month, billed annually

  Adds Agentforce for Sales, Salesforce Spiff, Sales Planning, Salesforce Maps, Slack Enterprise+ and 2.75M Flex Credits a year.

Pipedrive

• Annual discount

  Save up to 26% with annual billing

  Pipedrive's pricing page says annual billing saves up to 26%: Lite is $14 per seat a month billed annually against $19 billed monthly.

Salesforce

• Nonprofit

  10 free Nonprofit Cloud licenses

  Through the Power of Us Program, eligible nonprofits receive 10 Salesforce Nonprofit Cloud Core licenses at no cost, with discounts on additional licenses.