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Pipedrive vs Salesmate 2026 — I Spent $200 Testing These

bởi | Last updated Sep 8, 2026

Người thắng
truyền động đường ống
4.3
  • Drag-and-Drop Visual Pipeline
  • Hơn 400 tích hợp gốc
  • Doanh số AI Trợ lý Được tích hợp sẵn
  • Up to 25 Custom Reports
  • Live Chat and Email Support
  • Four Plans, No Add-On Needed
  • Gói trả phí từ 14 đô la/người dùng/tháng
Chạy lên
Nhân viên bán hàng
2.5
  • Chức năng gọi điện và nhắn tin SMS tích hợp sẵn
  • Nhóm chung Hộp thư đến
  • Tự động hoá Journeys Add-On
  • Up to 10 Dashboard Reports
  • 8.9 G2 Support Score
  • Web Forms and Chatbots
  • Gói trả phí từ 23 đô la/người dùng/tháng

⚡ Nhận định nhanh:

  • Chạy: Pipedrive starts at $14/user/month. Salesmate starts at $23/user/month.
  • Phù hợp nhất cho: Pipedrive for visual pipeline management and deal management. Salesmate for teams that want calling, SMS and a team inbox in one place.
  • Điểm khác biệt chính: Pipedrive lists over 400 native integrations and up to 25 custom reports. Salesmate caps dashboards at 10 reports but bundles multi-channel communication.
  • Lựa chọn của chúng tôi: Pipedrive, rated 4.3 against Salesmate’s 2.5, wins on price, báo cáo depth and a cleaner learning curve.
Pipedrive vs Salesmate Comparison

Rẻ hơn CRM here is also the higher rated one.

That does not happen often in customer relationship management.

Pipedrive costs $14 per user each month. Salesmate starts at $23.

But price is the smallest gap between these two sales CRM công cụ.

One is built around a visual sales pipeline. The other bundles calling, SMS and marketing.

Toàn cảnh

This Pipedrive vs Salesmate comparison covers pricing, core features and ease of use.

We also break down which sales team each tool actually fits.

When you compare Pipedrive with Salesmate, three things separate them.

Các cây bút của chúng tôi đã dành thời gian trải nghiệm thực tế cả hai nền tảng.

Những ghi chú đó xuất hiện trong phần "Những điều nhóm chúng tôi nhận thấy" bên dưới.

Everything else comes from published pricing pages, documentation and G2 reviews.

Pipedrive là gì?

Pipedrive is a sales CRM built around one visual sales pipeline.

You drag and drop deals from one deal stage to the next.

It is used by hundreds of sales teams worldwide.

Pipedrive focuses on moving deals through the pipeline efficiently.

The user interface is designed to cut distractions and keep reps on sales activities.

Hầu hết doanh nghiệp nhỏ pick it for its user-friendly design.

🏆 Nhà vô địch: Pipedrive

⭐ 4.3/5 | 💰 Từ 14 đô la/người dùng/tháng

Pipedrive turns your sales process into a board you can actually read. New reps understand it on day one.

Bảng giá Pipedrive

Pipedrive runs four paid tiers. There is no free plan.

Kế hoạchGiáTốt nhất cho
Lite14 đô la/người dùng/thángSolo reps tracking deal progress
Sự phát triển24 đô la/người dùng/thángSmall teams adding automation features
Phần thưởng49 đô la/người dùng/thángTeams needing custom reports and forecasting
Tối thượng69 đô la/người dùng/thángLarger teams wanting extensive customization

Pricing verified September 2026.

Bảng giá Pipedrive

Dùng thử miễn phí: 14 days on any plan, no credit card required at signup.

Đảm bảo hoàn tiền: No standard refund window. Cancel before renewal to avoid the next charge.

📌 Ghi chú: Several Pipedrive extras are sold separately. Web Visitors, Projects and Campaigns are add-ons, not included in the base price. Budget for them if you need lead generation from web visitors.

⚠️ Pricing conflict flagged: Some sources list Pipedrive’s Essential plan at $14, Advanced at $29, Professional at $49 and Enterprise at $99. Our CSV records the current tiers as Lite, Growth, Premium and Ultimate. We use the CSV figures throughout this article. Third-party sources also list Salesmate’s entry tier at $12; our CSV shows Basic at $23.

Những lợi ích chính của Pipedrive

Here is what makes Pipedrive worth a look:

  • Quản lý quy trình trực quan: Deals sit as cards you move between stages. You can spot idle deals and identify bottlenecks in seconds.
  • Low onboarding friction: Pipedrive loads sample dữ liệu and views during setup. New reps see how the sales process works before importing real records.
  • Deeper reporting: Custom dashboards hold up to 25 reports and goals. That is more than double what Salesmate allows.
  • 400+ native integrations: The marketplace connects Pipedrive to email, calendars and project management tools without middleware.
  • Create multiple pipelines: Run separate pipelines for new việc kinh doanh, renewals and partners. Each gets its own stages and custom fields.
  • Support and community: Live chat and email support sit alongside webinars, guides and an active user forum.
Những lợi ích hàng đầu của Pipedrive

Những điều nhóm chúng tôi nhận thấy

Của chúng tôi nhà văn signed up for Pipedrive and ran a small deal board for several days. Here is what stood out from that hands-on time:

Sử dụng Pipedrive

Ưu điểm và nhược điểm của Pipedrive

✅ Ưu điểm
  • Starts at $14 per user per month, cheaper than Salesmate’s entry tier
  • Custom dashboards hold up to 25 reports and goals
  • Over 400 native integrations in the marketplace
  • Sample data during setup shortens the learning curve
  • Live chat and email support with an active user forum
❌ Nhược điểm
  • No built-in calling or SMS, so you need third-party apps
  • Several core features are sold as paid add-ons
  • Workflow automation is capable for basic tasks but limited for multi-channel sequences
  • G2 rates its customer support 8.3, below Salesmate’s 8.9

Salesmate là gì?

Salesmate is a CRM built for growing small and medium sized businesses.

It puts sales and marketing on one platform.

The layout resembles a spreadsheet packed with customer information.

That feels familiar to some people and overwhelming to others.

Salesmate is designed to boost productivity for sales teams that live on the phone.

Tiếng nói calls, SMS and a shared team inbox come with the product.

Hướng dẫn chi tiết và giới thiệu CRM Salesmate.io

Runner Up: Salesmate

⭐ 2.5/5 | 💰 Từ 23 đô la/người dùng/tháng

Salesmate bundles calling, SMS and a team inbox into the CRM. Good fit for phone-heavy teams that hate juggling tools.

Giá cả của Salesmate

Salesmate runs three paid tiers. Advanced automation costs extra.

Kế hoạchGiáTốt nhất cho
Nền tảng23 đô la/người dùng/thángSmall teams starting with contact management
Chuyên nghiệp39 đô la/người dùng/thángTeams needing email campaigns and custom fields
Việc kinh doanh63 đô la/người dùng/thángGrowing SMEs wanting deeper sales automation

Pricing verified September 2026.

Giá cả của Salesmate

Dùng thử miễn phí: 15 days across all plans, no credit card needed to start.

Đảm bảo hoàn tiền: No published refund policy. Test the trial fully before you commit annually.

📌 Ghi chú: Salesmate prices by feature set rather than by seat count alone. Priority support is reserved for custom plan subscribers. The Automation Journeys module is a paid add-on, not a base feature.

⚠️ Cảnh báo: Calling and SMS run on credits you buy separately. A phone-heavy sales team can push the real monthly cost well past the sticker price.

Những lợi ích chính của Salesmate

Here is where Salesmate earns its keep:

  • Multi-channel communication: Tiếng nói calls, SMS and a shared team inbox live inside the CRM. Pipedrive needs third-party apps for the same job.
  • Extensive customization: Salesmate supports more flexible custom field types than Pipedrive. Customization options run deeper, and advanced workflow designs are possible without code.
  • Hành trình tự động hóa: The add-on builds multi-channel marketing sequences. Email campaigns and follow ups run from one visual thợ xây.
  • Lead capture built in: Web forms and chatbots generate leads straight into the CRM without extra tools.
  • Rated support: G2 scores Salesmate’s customer support at 8.9, ahead of Pipedrive’s 8.3.
  • Wide app reach: Salesmate connects to over 700 apps through third-party connectors.
Những lợi ích hàng đầu dành cho nhân viên bán hàng

Những điều nhóm chúng tôi nhận thấy

Our writer set up a Salesmate account and worked through the onboarding walkthroughs. Here is what stood out:

Kinh nghiệm cá nhân của nhân viên bán hàng

Ưu điểm và nhược điểm của Salesmate

✅ Ưu điểm
  • Built-in voice calls, SMS and a shared team inbox
  • More flexible custom field types than Pipedrive
  • Web forms and chatbots capture leads without add-ons
  • G2 support score of 8.9
❌ Nhược điểm
  • Steeper learning curve than Pipedrive, with more upfront setup
  • Dashboards cap at 10 reports
  • Advanced automation sits behind a paid add-on
  • Smaller user community, and some reviewers report unanswered tickets

So sánh tính năng

Both are cloud-based crm systems that automate sales work and track customer interactions. The differences show up once you look past the marketing pages.

The Pipedrive features list leans on pipeline speed. Salesmate leans on communication.

We walk through ten key features below, from contact management to cost.

Tính năngTruyền động đường ốngNhân viên bán hàng
Giá khởi điểm14 đô la/người dùng/tháng23 đô la/người dùng/tháng
Gói miễn phí❌❌
Quy trình bán hàng trực quan✅✅
Tích hợp chức năng gọi điện và nhắn tin SMS.❌✅
Reports per DashboardUp to 25Lên đến 10
Tích hợp gốc400+700+ via third parties
Biểu mẫu web & ChatbotPhần bổ sung✅
Tự động hóa nâng caoIncluded in higher tiersPaid add-on
G2 Support Score8.38.9
Tốt nhất choPipeline-first sales teamsPhone-heavy SMEs

1. Quản lý liên hệ

Pipedrive: Contact management is straightforward. Each record shows customer information, linked notes, activities, calls, emails and files in one view. You are never hunting for context before a call.

Tính năng chính của Pipedrive

Nhân viên bán hàng: You get customizable fields and views instead. Contacts can be segmented with different filtering options, and companies are tracked as their own records. The trade-off is more setup before it feels useful.

Các công ty theo dõi Salesmate

2. Deal Management and the Visual Sales Pipeline

Pipedrive: This is the core of the product. Drag and drop functionality lets you move deals across stages, and you can create multiple pipelines with custom stages. Rotting indicators flag idle deals so nothing sits untouched, which makes it easy to identify bottlenecks.

Tính năng khuyến mãi của Pipedrive

Nhân viên bán hàng: You can build multiple pipelines here too, with the same drag-and-drop approach to deal management. Reviewers describe it as less intuitive than Pipedrive’s board. Collaboration on individual deals is stronger, though.

Quản lý giao dịch Salesmate

⚠️ Cảnh báo: Pipedrive assigns clear deal ownership. Salesmate leans toward shared deals. Pick based on whether your team wants accountability or collaboration.

3. Tạo khách hàng tiềm năng và biểu mẫu trực tuyến

Pipedrive: Lead generation runs through a separate Leads Inbox plus the Campaigns and Web Visitors add-ons. Web Visitors reveals which companies browsed your site. It works well, but it is a line item on top of your plan.

Tính năng chiến dịch của Pipedrive

Nhân viên bán hàng: Web forms ship with the platform. Drop a form on your site and it pushes records into the CRM directly. For teams that generate leads mainly through their website, that is one less bill.

10 - Tạo biểu mẫu web - Salesmate

4. Email Marketing and Email Templates

Pipedrive: Email sits inside the sales process. You send and receive from the deal record, and email marketing runs through Campaigns. Tracking and open data feed back into the contact timeline for real customer engagement.

Tiếp thị qua email Pipedrive

Nhân viên bán hàng: Email templates are a strong point, and the library is easy to organise. Building and sending email campaigns, however, belongs to the Automation Journeys add-on rather than the base plan.

Mẫu email dành cho nhân viên bán hàng

5. Custom Reports and Dashboards

Pipedrive: Custom dashboards hold up to 25 reports and goals. That covers revenue forecasting, activity tracking and conversion rates by deal stage without exporting anything.

Thông tin chi tiết về Pipedrive

Nhân viên bán hàng: Personalised dashboards cap at 10 reports. The charts look sharp and the visual appeal is genuinely better. Neither platform offers unlimited reports, so heavy analysts will still export to a BI tool.

Phân tích báo cáo Salesmate

6. Artificial Intelligence and Automation Features

Pipedrive: The AI sales assistant reviews your activity and suggests next steps. Notable AI features include deal-win probability and email drafting. The workflow builder handles follow ups and stage-change triggers well, but sales automation stops short of complex branching.

Pipedrive AI CRM

Nhân viên bán hàng: Chatbots handle first-touch conversations using artificial intelligence, and Automation Journeys supports multi-channel sequences that Pipedrive cannot match. Base-plan workflow automation is thinner than the marketing suggests.

13 - Ứng dụng nhắn tin - Salesmate

7. Sự tích hợp

Pipedrive: Over 400 native integrations sit in the marketplace. Because the connections are first-party, setup usually takes a few clicks and breaks less often.

Tích hợp với Pipedrive Marketplace

Nhân viên bán hàng: The headline number is over 700 apps, but most arrive through third-party connectors. It works well with popular email platforms natively. Expect an extra middleware subscription for the long tail.

Tích hợp các công cụ hội nghị truyền hình cho các cuộc họp của bạn trong Salesmate.

8. Project Management and Scheduling

Pipedrive: Projects turns a won deal into a delivery board. It is basic project management, not a replacement for a dedicated tool, and it costs extra.

Tính năng dự án của Pipedrive

Nhân viên bán hàng: There is no project board. Instead you get a cuộc họp scheduler that hands prospects a booking link tied to your calendar. Different problem, solved well.

Công cụ lên lịch cuộc họp Salesmate

9. Documents, Team Inbox and Collaboration

Pipedrive: Documents and templates cover quotes, proposals and e-signatures from inside the deal. Collaboration is lighter, and there is no built-in calling or internal chat.

Tài liệu thông minh Pipedrive

Nhân viên bán hàng: This is where Salesmate pulls ahead. Internal chat, a shared team inbox and voice calls sit in the same window. Remote sales teams get real value from that.

Tăng cường sự hợp tác nhóm và khả năng ra quyết định với Salesmate CRM

10. Định giá & Chi phí

Here are the plans side by side.

Cấp độTruyền động đường ốngNhân viên bán hàng
Lối vàoLite — 14 đô la/người dùng/thángGói cơ bản — 23 đô la/người dùng/tháng
GiữaTăng trưởng — 24 đô la/người dùng/thángPhiên bản Pro — 39 đô la/người dùng/tháng
TrênGói Premium — 49 đô la/người dùng/thángDoanh nghiệp — 63 đô la/người dùng/tháng
Đứng đầuPhiên bản cao cấp nhất — 69 đô la/người dùng/tháng❌ Không cung cấp

Pipedrive: Every tier undercuts the matching Salesmate plan, and the ladder climbs in smaller steps. The catch is add-ons. Campaigns, Projects and Web Visitors are billed separately, so the sticker price is not the final price.

Nhân viên bán hàng: Pricing is tied to feature sets rather than seat count alone, and base plans include more out of the box. For a five-person team, Basic costs $115 a month against $70 for Pipedrive Lite. Calling credits and Automation Journeys push that further apart.

Các kịch bản khác nhau

Nếu bạn cần…ChọnTại sao
Lowest cost per seatTruyền động đường ống$9 cheaper at entry tier
Calling and SMS in the CRMNhân viên bán hàngNo third-party dialler needed
Deeper custom reportsTruyền động đường ống25 reports versus 10
Multi-channel marketing sequencesNhân viên bán hàngAutomation Journeys add-on
Quy trình tiếp nhận nhân viên nhanh nhấtTruyền động đường ốngDữ liệu mẫu và hướng dẫn thiết lập
Native app connectionsTruyền động đường ống400+ first-party integrations

💰 Ngân sách của bạn

Pipedrive is cheaper at every tier, but its add-ons close the gap fast. Price both against the specific features your specific business actually plans to use.

🔌 Bộ công nghệ của bạn

Already running a dialler, a bộ lập lịch and a marketing tool? Pipedrive slots into that stack with native connections. Starting from scratch favours Salesmate’s bundle.

📝 Quy trình bán hàng của bạn

If closing deals depends on moving them through clear stages, Pipedrive’s board fits. If it depends on call volume and shared conversations, Salesmate fits.

🎓 Trình độ kinh nghiệm của bạn

Salesmate carries a steeper learning curve and expects real onboarding time. Pipedrive’s sample data gets a new rep productive the same afternoon.

🆓 Dùng thử và bản demo miễn phí

Neither offers a free plan, so use the trials properly. Import 50 real contacts and run one week of live work before deciding.

🛟 Các tùy chọn hỗ trợ

Salesmate scores 8.9 on G2 for support against Pipedrive’s 8.3, and reserves priority support for custom plans. Pipedrive counters with a far larger community and forum.

Hướng dẫn chuyển đổi

Already on one of these? Here is what changes.

🔄 Bạn đang chuyển từ Pipedrive sang Salesmate?

✅ Những lợi ích bạn sẽ nhận được:

  • Voice calls and SMS without a third-party dialler
  • A shared team inbox and internal chat
  • Web forms and chatbots included in the plan

❌ Những gì bạn sẽ mất:

  • 15 dashboard report slots, dropping from 25 to 10
  • 400+ native integrations and the projects board
  • $9 per user per month at the entry tier

📋 Cách chuyển đổi:

  1. Export contacts, deals and activities from Pipedrive as CSV files
  2. Start a Salesmate trial and rebuild your pipeline stages first
  3. Import records, map custom fields, then reconnect your email
🔄 Bạn đang chuyển từ Salesmate sang Pipedrive?

✅ Những lợi ích bạn sẽ nhận được:

  • A cleaner board for tracking deal progress at a glance
  • Up to 25 reports per dashboard instead of 10
  • Lower per-seat cost and a much larger user community

❌ Những gì bạn sẽ mất:

  • In-app calling, SMS and the shared team inbox
  • Automation Journeys and its multi-channel sequences
  • Free web forms and chatbots, now paid add-ons

📋 Cách chuyển đổi:

  1. Export contacts, companies and deals from Salesmate
  2. Open a Pipedrive trial and set up your pipeline stages
  3. Import the files, then line up a replacement dialler before you cancel

Những điều mà bài đánh giá của chúng tôi chưa đề cập

This comparison focused on small businesses and mid-sized sales teams. We did not test enterprise deployments, custom API builds or bulk data migrations across thousands of records. Salesmate’s calling quality across international numbers also sits outside what we checked. If you manage 50 or more seats, your priorities will look different from what we covered here.

Phán quyết cuối cùng

LoạiNgười thắng
💰 Giá cảTruyền động đường ống
🚀 Quản lý đường ốngTruyền động đường ống
📊 Custom ReportsTruyền động đường ống
📞 Công cụ giao tiếpNhân viên bán hàng
👶 Dễ sử dụngTruyền động đường ống
🔌 Tích hợpTruyền động đường ống
🛟 Support ScoreNhân viên bán hàng
🏆 Người chiến thắng chung cuộcTruyền động đường ống

🏆 NGƯỜI CHIẾN THẮNG: PIPEDRIVE

Pipedrive thắng 5 trong số 7 hạng mục.

Phù hợp nhất cho: visual pipeline management, small businesses, sales teams that want reporting depth without a long setup

These two tools solve different problems. Pipedrive is a sales software built to move deals forward and show you where they stall.

Salesmate is closer to a sales and marketing hub with a phone system attached. That bundle is real value for the right team.

But it costs more per seat, caps your dashboards at 10 reports, and asks for more onboarding time. Our rating reflects that: 4.3 against 2.5.

For most business needs in this bracket, Pipedrive is the safer choice. Pick Salesmate only if built-in calling is non-negotiable.

So sánh thêm về Pipedrive

Here is how Pipedrive holds up against other crm systems people shortlist:

Pipedrive so với HubSpot

Pipedrive thắng nhờ: lower entry cost, a faster path from signup to first deal, less clutter in the daily view

HubSpot thắng nhờ: a genuinely usable free tier, deeper content marketing tools, a bigger partner network for agencies

Pipedrive so với Salesforce

Pipedrive thắng nhờ: setup you can finish without a consultant, predictable per-seat pricing, a sales team can adopt it in days

Salesforce thắng thế nhờ: enterprise-scale customisation, territory and forecasting models, an admin talent pool you can actually hire from

Pipedrive so với Thứ Hai CRM

Pipedrive thắng nhờ: sales-specific defaults out of the box, deal rotting alerts, 400+ native integrations built for revenue teams

CRM thắng lớn vào thứ Hai nhờ: flexible boards that double as project management, cross-department use, stronger visual customisation

Pipedrive so với Freshsales CRM

Pipedrive thắng nhờ: a cleaner pipeline board, more reports per dashboard, a larger third-party app marketplace

Freshsales thắng nhờ: a free starting tier, phone and chat included natively, tighter bundling with the wider Freshworks suite

So sánh với Salesmate chi tiết hơn

Salesmate competes with a different shortlist. Here is how it stacks up:

Các công cụ CRM tốt nhất cho nhu cầu của bạn

Salesmate vs Keap

Salesmate thắng nhờ: lower entry price, calling and SMS in the same window, a lighter interface for daily pipeline work

Keap thắng nhờ: mature e-commerce and invoicing, longer-running campaign templates, stronger done-for-you onboarding

Salesmate so với ActiveCampaign

Salesmate thắng nhờ: a real deal pipeline rather than a bolt-on, built-in telephony, simpler per-seat billing

ActiveCampaign thắng nhờ: far deeper email automation, better deliverability tooling, a wider library of pre-built sequences

Salesmate so với Capsule CRM

Salesmate thắng nhờ: chatbots and web forms included, multi-channel journeys, a shared inbox for team handoffs

Viên nang thắng nhờ: a much cheaper starting tier, a shorter learning curve, less feature weight for very small teams

Câu hỏi thường gặp

Hệ thống CRM nào tốt hơn Pipedrive?

It depends on the gap you are filling. HubSpot beats it on free tools, Salesforce on enterprise scale, and Salesmate on in-app calling. For pipeline work, few beat it.

Salesmate được dùng để làm gì?

Growing SMEs use it to run sales and marketing on one platform. It handles deals, calls, SMS, web forms and chatbots, plus marketing sequences through a paid add-on.

Tại sao Salesforce lại tốt hơn Pipedrive?

Only at scale. Salesforce offers deeper customisation, complex forecasting and enterprise governance. Below roughly 50 seats, that power usually costs more in admin time than it returns.

Pipedrive có giá bao nhiêu một tháng?

Plans run $14, $24, $49 and $69 per user each month for Lite, Growth, Premium and Ultimate. Campaigns, Projects and Web Visitors cost extra on top.

Pipedrive có điểm tương đồng với Salesforce không?

Both track deals and contacts, but they aim at different buyers. Pipedrive is lean and sales-focused. Salesforce is a configurable platform that usually needs an admin to run properly.

Fahim Joharder, Người sáng lập

Fahim Joharder, Người sáng lập

Đã thử nghiệm hơn 900 công cụ AI. Hơn 250.000 độc giả mỗi tháng.

🤝 Về hợp tác:

📩 fahim@fahimai.com hoặc Đặt lịch gọi

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