We believe there are better options available in this category, read below to learn what this software does well, and what they could do better. ⤵
.webp)
The CRM space is probably the largest software category in the world, just ahead of project management. That said, there's 2 types of CRM categories:
Okay, let me explain. Most software will eventually get to a point where they need to determine if they should tack on the "CRM" category to their product offering. And because a CRM at the end of the day is really just a database, most software will justify "adding it" to their toolset.
.svg)
.svg){kind=icon}
The CRM for small + medium teams (200 or less) that are using Microsoft 365.
Pipedrive is more of a "sales-focused" CRM for small + medium teams (meaning 100 seats or less), and it's pretty good at just that.
It's a huge upgrade from trying to use a spreadsheet like Google Sheets as a CRM or a database like Airtable as a CRM, any yet flexible enough to even build out for some additional internal processes beyond just sales.
Their API is flexible and robust (we enjoy integrating it for teams), and they've been around for a while, so they aren't going anywhere anytime soon. Solid recommendation if your team's tech stack revolves around Microsoft.
While Pipedrive allows you to sync in emails retroactively into the system, it only does it for the past 6 months, whereas competitors like Copper will actually go an entire year back, across everyone on your team, when a new contact is added to the CRM.
If you're using Microsoft 365 though, Pipedrive would be your best bet, as Copper doesn't work with non-Google Workspace/Gmail accounts.
If you're deeply considering Pipedrive as your CRM and your team is using Google Workspace—go check out Copper instead.
If you're heavily a sales-focused company and are using Microsoft Outlook for email, Pipedrive will actually give you one of the best experiences when it comes to a CRM.
While we might in some cases recommend HubSpot if you're a Microsoft shop, we would do so hesitantly as HubSpot gets to 5–figures per year very quickly. And that's a lot of Pipedrive seats!
We might recommend reading the Best CRM Comparison post we made which goes deeper into the positives and negatives of Pipedrive as compared to others.
All-In-One CRM For Sales & Marketing
We'll get right to it: Avoid GoHighLevel at all costs.
GoHighLevel is essentially a software MLM. You have people that are trying to start businesses or agencies looking for an additional revenue stream, so they purchase GoHighLevel and re-sell it to their customers. So you have these layers on top of layers on top of layers that are selling GoHighLevel.
This is further messed up because you are purchasing a sub license to someone else's GoHighLevel account. Which means you're forever tied to the person who sold it to you, that is also charging you a premium for it. What if they decide to cancel their main GoHighLevel subscription? Or their payment lapses? Well that impacts you, since you sit under them in the purchasing pyramid.
Oh, not to mention you don't own any of your data either. If you want to truly run a business who a good software foundation, do not sign up for GoHighLevel.
.svg)
.png){kind=logo}
.jpg)
.svg)
.svg)
.svg)
.svg)
