📊 Our Test Results:
- 🎯 易用性： Pipedrive took 20 minutes to set up vs Salesmate’s 45+ minutes — Pipedrive wins
- 📊 报道深度： Pipedrive allows 25 custom dashboard reports vs Salesmate’s 10 — Pipedrive wins
- 📞 Built-in Communication: Salesmate includes calling and SMS natively; Pipedrive requires third-party tools — Salesmate wins
- 🔌 集成： Pipedrive has 400+ native integrations vs Salesmate’s app-dependent connectors — Pipedrive wins
- 💰 Starting Price: Pipedrive starts at $14/user/month vs Salesmate’s $23/user/month — Pipedrive wins
你是否难以选择合适的 客户关系管理 for your sales team?
Pipedrive and Salesmate are two popular choices for managing deals and pipelines.
Both tools promise to boost sales productivity. But they take very different approaches.
I spent three weeks testing both platforms with real sales workflows. This is my honest take.
概述
To give you an accurate comparison, I tested Pipedrive vs Salesmate side by side.
I set up pipelines, managed contacts, ran reports, and tested automation in both tools.
My goal was simple: find which CRM actually helps sales teams close more deals.
Pipedrive是什么？
Pipedrive is a sales-focused CRM built around a visual pipeline view.
It helps sales teams track deals, manage contacts, and automate follow-ups in one place.
Hundreds of sales teams worldwide 使用 Pipedrive to move deals faster through their pipelines.
管道驱动
Pipedrive is the sales CRM built for people who hate complicated software. Its drag-and-drop pipeline keeps your team focused on closing deals. With AI-powered insights and 400+ integrations, it’s the go-to CRM for growing sales teams.
Pipedrive 定价
Here’s what Pipedrive costs in 2026. All plans are billed per user per month.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 精简版 | 每用户每月 14 美元 | Solo sellers and very small teams |
| 生长 | 每用户每月 24 美元 | Growing teams needing automation |
| 优质的 | 每用户每月 49 美元 | Teams wanting 人工智能工具 and reporting |
| 最终的 | $69/user/month | Large sales teams with advanced needs |
免费试用： Pipedrive offers a 14-day free trial with no credit card required.
退款保证： Pipedrive does not offer a standard refund policy after billing begins.
📌 笔记： Some powerful features like email sync, calling, and documents are sold as paid add-ons. Factor this into your total cost when comparing plans.
⚠️ Warning: The Lite plan is quite limited. Most sales teams find they need at least the Growth plan to get real value from Pipedrive’s automation features.
Key Benefits of Pipedrive
Here’s why Pipedrive stands out from other CRM tools on the market:
- 可视化流水线管理： Pipedrive’s drag-and-drop pipeline is one of the best in the industry. You can see all your deals at a glance and move them through stages with ease.
- AI Sales Assistant: Pipedrive’s built-in AI tool spots idle deals and suggests next steps. It helps your team stay proactive without digging through 数据 manually.
- 400+ Native Integrations: Pipedrive connects with over 400 tools including Google Workspace, Slack, Zoom, and more. Your sales stack will work together smoothly.
- Custom Dashboards with 25 Reports: You can build detailed dashboards showing revenue forecasts, team activity, and deal progress. Pipedrive lets you create up to 25 custom reports per dashboard.
- 轻松入职： Pipedrive provides sample data during setup so new users can explore the platform right away. Most users are productive within the first day.
- 工作流程自动化： Pipedrive’s automation 建筑商 handles repetitive tasks like sending follow-up emails and assigning deals. It saves your team hours every week.
Pipedrive Pros & Cons
✅ Pros
- Intuitive visual pipeline that’s easy to learn
- 强的 人工智能助手 for deal prioritization
- 400+ native app integrations
- Excellent onboarding with sample data
- Up to 25 custom reports per dashboard
❌ Cons
- No built-in calling or SMS (requires add-ons)
- Key features locked behind higher plans
- No refund policy after billing starts
- Can get expensive for larger teams
Salesmate是什么？
Salesmate is a CRM platform designed for small and growing businesses.
It combines contact management, deal tracking, and built-in communication tools in one place.
Salesmate is known for its built-in calling, SMS, and shared team inbox features.
销售员
Salesmate is a modern CRM built for sales teams that need more than just deal tracking. It includes built-in calling, SMS, and email marketing tools without relying on third-party apps. It’s a solid all-in-one option for remote and collaborative sales teams.
Salesmate Pricing
Here’s what Salesmate costs in 2026. Plans are billed per user per month.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 23 美元 | Small teams getting started with CRM |
| 专业版 | 每用户每月 39 美元 | Teams needing advanced automation |
| 商业 | 每用户每月 63 美元 | Larger teams wanting full features |
免费试用： Salesmate offers a 15-day free trial with no credit card required.
退款保证： Salesmate does not advertise a standard money-back guarantee on its plans.
📌 笔记： Salesmate’s advanced automation (Automation Journeys) is a paid add-on. Make sure to include this cost if your team needs complex workflow sequences.
⚠️ Warning: Some users report that Salesmate’s customer support is slow to respond to tickets. If you need fast support, this is worth considering before you commit.
Key Benefits of Salesmate
Here’s what makes Salesmate a strong option for the right team:
- Built-in Calling and SMS: Salesmate includes 嗓音 calling and SMS tools right inside the CRM. You don’t need to pay for a separate phone integration like you would with Pipedrive.
- Shared Team Inbox: Salesmate gives your team a shared inbox for managing incoming communications. This is great for remote teams that need visibility across all customer conversations.
- Multiple Sales Pipelines: You can create and manage multiple pipelines in Salesmate. This is useful if your team handles different product lines or sales motions.
- 电子邮件营销活动： Salesmate includes email campaign tools through its Automation Journeys add-on. This makes it a more unified platform for sales and marketing teams.
- Web Forms and Chatbots: Salesmate lets you create web forms and chatbots to capture leads directly. These features help smaller teams generate leads without extra tools.
- Custom Fields and Views: Salesmate offers flexible custom fields for contact and deal management. You can segment and filter your data in many different ways.
Salesmate Pros & Cons
✅ Pros
- Built-in calling, SMS, and shared inbox
- Multiple sales pipelines with drag-and-drop
- Web forms and chatbots for lead capture
- Email marketing features built in
- 15-day free trial with no credit card
❌ Cons
- Steeper learning curve than Pipedrive
- Advanced automation requires a paid add-on
- Only 10 custom reports per dashboard
- Support quality is inconsistent per user reviews
功能对比
Ready to dig into the details of Pipedrive vs Salesmate?
We’ll compare 10 key features to help you find the right CRM for your team.
| 特征 | 管道驱动 | 销售员 |
|---|---|---|
| 起价 | 每用户每月 14 美元 | 每用户每月 23 美元 |
| 免费试用 | ✅ 14 days | ✅ 15 days |
| Visual Pipeline | ✅ | ✅ |
| Built-in Calling/SMS | ❌ | ✅ |
| AI Sales Assistant | ✅ | ❌ |
| 自定义仪表盘 | ✅ (25 reports) | ✅ (10 reports) |
| 电子邮件营销 | ✅ (add-on) | ✅ (add-on) |
| Web Forms / Chatbots | ❌ | ✅ |
| Native Integrations | 400+ | Via third-party |
| 最适合 | Simplicity & deal focus | All-in-one communication |
1. 管道管理
Pipedrive： Pipedrive’s pipeline view is widely considered the gold standard for visual deal management. You drag deals from stage to stage with a simple click. The interface is clean, distraction-free, and built specifically to help sales reps focus on closing.
销售员： Salesmate also offers a drag-and-drop pipeline with customizable stages. You can create multiple pipelines for different products or sales teams. However, users often describe the interface as feeling more like a spreadsheet than a visual board.
⚠️ Warning: Salesmate’s pipeline is functional but less intuitive. Teams who need a clean, visual experience day-to-day will prefer Pipedrive’s layout.
2. 线索管理
Pipedrive： Pipedrive has a dedicated Leads Inbox where you can store prospects before they become active deals. This keeps your main pipeline clean and focused on deals that are actually in progress. You can enrich leads and convert them with one click.
销售员： Salesmate handles lead management through its contact and deal records. You can use web forms and chatbots to capture leads directly into the CRM. Custom fields let you segment and filter leads in many ways, which is helpful for larger contact lists.
3. Communication Tools
Pipedrive： Pipedrive integrates with your existing email and syncs all communication to deal records automatically. However, it does not include built-in calling or SMS. You need third-party tools like JustCall or Aircall to make calls from within the CRM.
销售员： Salesmate includes built-in calling, SMS, and a shared team inbox with no third-party apps required. This is a big advantage for sales teams that do high-volume outreach. The shared inbox also helps remote teams stay aligned on all customer conversations.
✅ Salesmate wins this round. If your team relies on calling and SMS, Salesmate saves you the cost and hassle of a separate communication tool.
4. 自动化
Pipedrive： Pipedrive’s workflow automation lets you trigger actions based on deal stage changes, contact updates, or time delays. It’s easy to set up basic automations in under 10 minutes. More advanced logic is available on higher plans.
销售员： Salesmate offers a visual drag-and-drop workflow builder for automations. Its “Automation Journeys” feature handles multi-step sequences including email campaigns. However, this advanced automation requires a paid add-on on top of your base plan.
⚠️ Warning: Salesmate’s most powerful automation features cost extra. Always check the add-on pricing before assuming a plan includes the workflow tools you need.
5. 报告和分析
Pipedrive： Pipedrive lets you build custom dashboards with up to 25 reports per dashboard. You can track revenue forecasts, team performance, deal velocity, and activity metrics. The reporting UI is polished and easy to understand at a glance.
销售员： Salesmate also offers custom dashboards and detailed sales reports. However, it limits you to 10 reports per dashboard compared to Pipedrive’s 25. The analytics include call logs, email performance, and deal stage breakdowns for well-rounded insights.
6. 人工智能功能
Pipedrive： Pipedrive includes an AI Sales Assistant that monitors your deals and flags idle ones automatically. It suggests next steps based on your deal history and patterns. This keeps your team focused on deals that are most likely to close.
销售员： Salesmate does not have a native AI sales assistant comparable to Pipedrive’s. It offers some smart email templates and basic activity suggestions. Teams that want AI-driven deal insights will not find that level of capability in Salesmate’s current feature set.
✅ Pipedrive wins this round. Its AI assistant is a meaningful time-saver for busy sales reps who need help prioritizing their pipeline every day.
7. 集成
Pipedrive： Pipedrive offers over 400 native integrations in its marketplace. You can connect tools like Google Workspace, Slack, Zoom, Mailchimp, and hundreds more. Most integrations install in one click with no technical setup needed.
销售员： Salesmate connects to over 700 apps through third-party platforms like Zapier. Its direct native integrations are more limited than Pipedrive’s. If you rely heavily on specific tools, check that Salesmate has a native connector before switching.
8. Email and Campaign Tools
Pipedrive： Pipedrive syncs email natively and lets you send tracked emails from within deal records. Its Campaigns add-on unlocks email marketing to contacts in bulk. Email templates make it easy to keep messaging consistent across your team.
销售员： Salesmate includes email templates and bulk email sending features. Its Automation Journeys add-on adds full email campaign creation and drip sequences. This makes Salesmate a stronger choice if you want sales and marketing email tools in one platform.
9. 易用性
Pipedrive： Pipedrive is known for being one of the easiest CRMs to learn. New users get sample data and guided views during setup. Most teams are up and running productively within a single day of signing up.
销售员： Salesmate has a steeper learning curve than Pipedrive. Its interface displays a lot of data at once, which can feel overwhelming at first. Teams typically need dedicated onboarding sessions to get comfortable with the platform.
10. Pricing & Cost
Let’s compare the two pricing structures side by side.
| 计划层级 | 管道驱动 | 销售员 |
|---|---|---|
| Entry Plan | $14/user/month (Lite) | $23/user/month (Basic) |
| Mid Plan | $24/user/month (Growth) | $39/user/month (Pro) |
| Advanced Plan | $49/user/month (Premium) | $63/user/month (Business) |
| Top Plan | $69/user/month (Ultimate) | 风俗 |
Pipedrive： Pipedrive is cheaper at every tier. Its entry plan starts at just $14/user/month. However, many important features are sold as paid add-ons that can increase your total cost significantly depending on what your team needs.
销售员： Salesmate costs more at every plan level starting at $23/user/month. But it often includes communication features like calling and SMS that you’d pay extra for in Pipedrive. For teams using those features heavily, the total cost difference may be smaller than it first appears.
⚠️ Warning: Always calculate your all-in cost for both platforms before deciding. Add-ons in both tools can add up quickly, especially for teams of five or more users.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Lower starting price | 管道驱动 | $9 cheaper per user at entry level |
| Built-in calling & SMS | 销售员 | No third-party apps needed |
| Easiest onboarding | 管道驱动 | Sample data and guided setup |
| More dashboard reports | 管道驱动 | 25 vs 10 reports per dashboard |
| Lead capture tools | 销售员 | Web forms and chatbots built in |
| AI deal assistant | 管道驱动 | Flags idle deals automatically |
| All-in-one comms team | 销售员 | Shared inbox, calls, SMS in one app |
💰 Your Budget
Pipedrive is the more affordable choice at every plan tier. However, if your team needs calling and SMS, add-on costs can bring Pipedrive’s price much closer to Salesmate’s. Run the numbers for your team size before deciding.
🔌 Your Tech Stack
Pipedrive wins on native integrations with 400+ apps available in its marketplace. If your team already uses specific tools like Slack, Zoom, or Google Workspace, Pipedrive likely has a one-click connector. Salesmate relies more on Zapier for third-party connections.
📞 Your Sales Process
If your sales process involves a lot of phone calls and 文本 messages, Salesmate is the better fit. Its built-in calling and SMS save you from paying for a separate communication platform. Teams that work primarily through email will be happy with either tool.
🎓 Your Experience Level
Pipedrive is the clear choice for beginners or teams switching from spreadsheets. Its interface is clean and guides new users through setup with sample data and walkthroughs. Salesmate is better suited for teams with prior CRM experience.
🆓 Free Trials and Demos
Both tools offer a free trial without requiring a credit card. Salesmate gives you 15 days and Pipedrive gives you 14 days. Start with Pipedrive if simplicity matters most, or start with Salesmate if built-in communication is your priority.
🛟 Support Options
Pipedrive has a larger user community, active forum, and solid live chat support. Salesmate’s support is rated 8.9 on G2 versus Pipedrive’s 8.3, though some users report slow ticket resolution. Both offer documentation, tutorials, and email support across all plans.
Switching Guide
Already using one of these CRMs? Here’s what to expect if you decide to switch.
🔄 Switching from Pipedrive to Salesmate?
✅ What you’ll gain:
- Built-in calling and SMS without a third-party integration
- A shared team inbox for better team visibility on communications
- Web forms and chatbots to capture leads directly in your CRM
❌ What you’ll lose:
- Pipedrive’s clean, distraction-free visual pipeline experience
- The AI Sales Assistant for deal prioritization
- Access to 400+ native one-click integrations
📋 How to switch:
- Export your contacts and deals from Pipedrive as a CSV file
- Create your Salesmate account and set up your pipeline stages
- Import your CSV data into Salesmate and map fields to match your workflow
🔄 Switching from Salesmate to Pipedrive?
✅ What you’ll gain:
- A cleaner, easier-to-use visual pipeline with less clutter
- An AI assistant that flags idle deals and suggests next actions
- Access to 400+ native integrations without needing Zapier
❌ What you’ll lose:
- Built-in calling and SMS (you’ll need a third-party phone tool)
- The shared team inbox for managing inbound communications
- Native web forms and chatbot tools for lead capture
📋 How to switch:
- Export your contacts, deals, and activity history from Salesmate
- Sign up for a Pipedrive free trial and recreate your pipeline stages
- Import your CSV data into Pipedrive and connect your email and calendar
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 Pricing | 管道驱动 |
| 🚀 Pipeline Management | 管道驱动 |
| 📞 Communication Tools | 销售员 |
| 🤖 AI Features | 管道驱动 |
| 📊 Reporting Depth | 管道驱动 |
| 👶 Ease of Use | 管道驱动 |
| 🔌 Native Integrations | 管道驱动 |
| 🏆 Overall Winner | 管道驱动 |
🏆 WINNER: Pipedrive
Pipedrive wins 6 out of 7 categories in our comparison.
Best for: Sales-focused teams, small and medium businesses, beginners new to CRM software
Pipedrive and Salesmate are very different tools built for different kinds of teams.
Pipedrive is built around one core idea: help sales reps close more deals faster.
Its visual pipeline, AI assistant, and deep integrations make it the stronger all-around CRM.
Salesmate is excellent for teams that make a lot of calls and need communication tools baked in.
But for most sales teams looking for a clean and powerful CRM, Pipedrive is the better choice.
Now pick your tool and start closing more deals today!
More of Pipedrive Compared
Here’s how Pipedrive stacks up against other competitors:
Pipedrive 对阵 GoHighLevel
Pipedrive wins on: Ease of use, cleaner pipeline interface
GoHighLevel wins on: Marketing automation depth, white-label options
Pipedrive 对阵 基普
Pipedrive wins on: Sales pipeline focus, integration count
Keap wins on: Built-in email marketing, 小型企业 自动化
Pipedrive 对阵 ActiveCampaign
Pipedrive wins on: Deal-focused pipeline, simplicity for sales teams
ActiveCampaign wins on: Email automation, marketing segmentation
Pipedrive wins on: Affordability, focused sales workflow
HubSpot wins on: Free CRM tier, marketing and sales all-in-one
Pipedrive 对阵 ClickFunnels
Pipedrive wins on: Deal management, contact tracking
ClickFunnels wins on: Sales funnel building, landing pages
Pipedrive 对阵 民间
Pipedrive wins on: Automation features, reporting depth
Folk wins on: Lightweight design, simplicity for small teams
Pipedrive 对阵 即刻
Pipedrive wins on: Full CRM functionality, deal tracking
Instantly wins on: 冷邮件 outreach at scale
Pipedrive 对阵 点击上
Pipedrive wins on: Sales pipeline visualization, CRM depth
ClickUp wins on: Project management, task flexibility
Pipedrive 对阵 Monday 客户关系管理
Pipedrive wins on: Sales focus, AI assistant
Monday CRM wins on: Customizable boards, project visibility
Pipedrive 对阵 胶囊 客户关系管理
Pipedrive wins on: Reporting, automation, integrations
Capsule CRM wins on: Simplicity for very small teams
Pipedrive wins on: Pipeline UX, ease of use
Insightly wins on: Project management post-sale
Pipedrive 与 Freshsales CRM 的比较
Pipedrive wins on: Integration marketplace, simplicity
Freshsales wins on: Built-in phone calls, AI lead scoring
Pipedrive 对阵 Salesforce
Pipedrive wins on: Ease of use, affordability for SMBs
Salesforce wins on: Enterprise customization, platform depth
Pipedrive 对阵 Zendesk
Pipedrive wins on: Sales pipeline management, deal tracking
Zendesk wins on: Customer support ticketing, service workflows
More of Salesmate Compared
Here’s how Salesmate stacks up against other competitors:
Salesmate wins on: CRM simplicity, lower starting price
GoHighLevel wins on: Marketing automation, agency features
Salesmate wins on: Built-in calling, shared team inbox
Keap wins on: Email marketing automation depth
Salesmate wins on: Built-in phone tools, sales pipeline focus
ActiveCampaign wins on: Marketing automation, email segmentation
Salesmate wins on: Built-in calling tools, pricing transparency
HubSpot wins on: Free CRM tier, brand recognition
Salesmate wins on: Full CRM with deal management
ClickFunnels wins on: Funnel building and landing pages
Salesmate wins on: Communication tools, reporting features
Folk wins on: Lightweight feel for micro-teams
Salesmate wins on: Full CRM capabilities, deal tracking
Instantly wins on: Cold email volume and deliverability
Salesmate wins on: Sales-specific CRM tools, built-in calling
ClickUp wins on: Task management, team collaboration
Salesmate wins on: Built-in SMS and calling
Monday CRM wins on: Visual project board flexibility
Salesmate vs Capsule 客户关系管理
Salesmate wins on: Communication tools, automation features
Capsule CRM wins on: Simplicity, lower starting cost
Salesmate wins on: Built-in calling, modern UI
Insightly wins on: Post-sale project tracking
Salesmate vs Freshsales 客户关系管理
Salesmate wins on: Pricing transparency, web forms
Freshsales wins on: AI lead scoring, free plan availability
Salesmate wins on: Affordability, easier setup
Salesforce wins on: Enterprise scale, deep customization
Salesmate wins on: Sales pipeline and deal management
Zendesk wins on: Customer support and ticketing workflows
常见问题解答
What CRM is better than Pipedrive?
HubSpot offers a generous free CRM tier that many small teams prefer over Pipedrive’s entry plan. Salesforce is more powerful for large enterprises. But for most growing sales teams, Pipedrive remains one of the best options for its ease of use and visual pipeline.
What is Salesmate used for?
Salesmate is used for managing sales pipelines, tracking deals, and communicating with prospects all in one place. It stands out for its built-in calling, SMS, and shared inbox features. Small and growing sales teams use it to replace multiple separate tools.
How does Pipedrive vs Salesmate compare for 小型企业?
Pipedrive is better for small businesses that want a simple, affordable CRM focused on closing deals. Salesmate suits small businesses that also need communication tools like calling and SMS built into their CRM. Both offer free trials so you can test before committing.
How much does Pipedrive cost a month?
Pipedrive’s plans start at $14/user/month for the Lite plan and go up to $69/user/month for the Ultimate plan when billed annually. Add-ons like email campaigns or calling tools cost extra. Most growing teams end up on the Growth or Premium plan.
Is Pipedrive similar to Salesforce?
Pipedrive and Salesforce are both CRM tools but they target very different audiences. Pipedrive is built for simplicity and works best for small to medium sales teams. Salesforce is an enterprise platform with far more customization, complexity, and cost.
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