Success in sales depends on having access to the right tools to manage the sales process. Sales winners will be those who do the best job of integrating multiple points of data and building efficient, sustainable sales workflows.
According to the 2021 LinkedIn State of Sales report, 77% of sales professionals expect their company to invest more in sales intelligence tools. Of those surveyed, CRMs, sales engagement software, and sales intelligence software were considered very important tools and ones worth investing in.
In addition to having the right tools, sales teams need accurate, insightful data in order to compete well. Some of the ways sales organizations use data:
What is Pipefy?
Pipefy is a no-code/low-code business process management (BPM) platform that empowers "doers" to organize and control their work in a single place. Founded in 2015, Pipefy has more than 600 employees and clients across 150 countries, and has offices in San Francisco, California and Curitiba, Paraná, Brazil.
Here’s a quick glance at the departments and industries using Pipefy for end-to-end process orchestration solutions:
What is Pipedrive?
Pipedrive is a cloud-based sales customer relationship management (CRM) tool used by 70,000 customers. Founded in 2010, Pipedrive has more than 800 employees and 95,000 customers, and has 10 offices across 8 countries, including the United State, the United Kingdom, Estonia, Portugal, Latvia, Ireland, Germany, and Czech Republic.
What are some alternatives to Pipedrive?
What are the main differences between Pipedrive and Pipefy?
Pipedrive is a vertical platform, developed exclusively for sales.
Pipefy is a horizontal platform, designed to unify and integrate many types of business processes — including sales — in order to orchestrate business operations, integrate data, and deliver seamless workflows across teams.
While both Pipefy and Pipedrive offer tiered product plans, only Pipefy offers a free plan option, which provides users with customer support, smart automations, and integrations across all plans.
Teams choose Pipefy to seamlessly centralize information, automate repetitive tasks, make data-driven decisions, and enable collaboration between all teams and business processes. This great alternative to Pipedrive allows users to manage their sales and customer success processes without having to rely on and pay for multiple platforms.
Below is a breakdown of how the two platforms stack up and how Pipefy stands out.
|Integrations and automations|
|Customizable dashboards and reports|
|User community to learn and exchange best practices|
|Import and export data|
|Email automation and email templates to centralize communication flow|
|Centralized essential information about a request, demand, lead, or any unique activity in your process|
|Free plan option|
|Unlimited stack integrations to streamline software across processes beyond sales and customer success|
|Customizable and publicly shareable smart forms to create cards (opportunities)|
|Ability to customize a form's fields and actions on each of the phases|
|Automations, integrations for all users (including free users)|
|Handoff between sales and customer success teams without losing any information, connections, or automations|
|Shared inbox to manage shared email accounts, such as [email protected], [email protected], and [email protected]|
|Process orchestration tool built for collaboration between multiple people, teams, and departments|
|CRM and BPM capabilities|
|Generate PDFs with information pulled from a card|
Pipefy vs Pipedrive: Where Pipefy outperforms the competition
Sales professionals want advanced CRM functionality. Forrester’s Top CRM Trends For 2020 showed a higher interest in AI and automation features as both continue to improve CRM outcomes, and a demand for a more unified CRM.
Pipefy offers the CRM-specific features that sales managers or sales operations managers want from Pipedrive. Pipefy delivers a versatile and robust no-code/low-code workflow management platform that’s ideal for sales teams, managers, and citizen developers. Pipefy’s automation, stack integration, and orchestration capabilities makes it the best digital workflow platform for sales managers or sales operations managers looking for a sophisticated solution to nurturing and managing their leads.
Pipefy’s easily scalable solution supports complex processes and creates predictable outcomes.
The process orchestration tool is built for collaboration between multiple people, teams, and departments across complex processes. Other features that make Pipefy stand out include:
Why customers succeed with Pipefy
Your leads are important. Don’t let a bad process or messy handoff get in the way of keeping your customers and your sales team happy. Use Pipefy to create a seamless integration between sales and customer success, and to create a fully automated customer handoff.
Here’s how Pipefy has empowered doers across many departments and industries to create change:
Pipefy is a horizontal platform, designed to unify and integrate many types of business processes — including sales — in order to orchestrate business operations, integrate data, and deliver seamless workflows across teams."
See why companies trust Pipefy
to help them optimize their workflows and automate tasks