选择正确的 客户关系管理 感觉就像挑选一辆新车一样。
Overwhelmed? You’re not alone!
It’s a big decision that can seriously impact your sales.
Two popular options you’ve come across are Pipedrive and Salesmate.
Both offer cool features, but which will help you close more deals in 2025?
In this post, we’ll compare Pipedrive vs Salesmate, examining their strengths & weaknesses so you can choose the perfect 客户关系管理 to boost your sales.
概述
We’ve spent weeks testing both Pipedrive and Salesmate to give you the most accurate comparison.
We’ve explored their features, ease of use, and customer support and analyzed how they stack against each other.
What is Pipedrive?
Pipedrive is a 客户关系管理 known for its simple design and powerful features. Its goal is to 制作 sales easier.
Think of it as your personal sales assistant.
It helps you keep track of deals, automate tasks, and improve your sales process.
No more messy spreadsheets or forgotten follow-ups!
Pipedrive keeps everything organized so you can focus on closing deals.
此外，探索我们最喜欢的 Pipedrive alternatives…
我们的看法
Pipedrive 是销售型企业的可靠选择。它的用户界面友好，视觉效果吸引人，而且功能丰富实用。它没有获得满分 10 分的唯一原因是价格较低的计划有一些限制。
主要优点
- 专注于销售： Pipedrive 可帮助您达成更多交易。
- 可视化管道管理： 了解每笔交易的确切情况。
- 强大的自动化功能： 自动执行发送电子邮件和安排约会等任务。
- 全天候支持： 需要帮助时随时寻求帮助。
定价
- 基本的：每位用户每月 14 美元。
- 先进的:$24/用户/月。
- 专业的：每位用户每月 49 美元。
- 电源:$59/用户/月。
- 企业:$79/用户/月。
优点
缺点
Salesmate 是什么？
Salesmate is a 客户关系管理 designed to help you build strong customer relationships.
Think of it as your all-in-one communication hub.
It has built-in tools for calling, texting, and emailing.
Plus, it helps you track your deals and keep your customer 数据 organized.
Salesmate is an excellent option if you’re looking for a 客户关系管理 that’s affordable and easy to use.
此外，探索我们最喜欢的 Salesmate 替代品…
我们的看法
告别销售混乱！Salesmate 客户关系管理 提供 15 天免费试用。体验非凡体验，达成更多交易。立即注册！
主要优点
- 内置呼叫： 直接在 Salesmate 内拨打和接听电话。
- 销售顺序： 通过个性化的电子邮件和短信自动进行外展。
- 管道管理： 可视化您的销售流程并找出瓶颈。
- 移动应用程序： 随时随地访问您的 CRM 数据。
定价
- 基本（$23/用户/月）： 联系人、公司、交易。
- 专业版（每位用户每月 39 美元）： 产品管理、目标管理。
- 商务（每位用户每月 63 美元）： 团队管理，自定义模块
优点
缺点
Features Comparison
This next section is a detailed comparison of both sales software platforms.
We will look at nine key features to help you see exactly where each one shines.
Allowing you to choose the best customer relationship management tool for your specific business needs.
1. Pipeline Management
Both Pipedrive and Salesmate offer excellent pipeline management capabilities with drag-and-drop functionality.
This helps you visualize your deals and easily track their deal progress.
- 管道驱动: Pipedrive is famous for its visual appeal and simplicity. It allows you to create multiple pipelines for different sales processes. The interface is highly intuitive, making it easy for anyone to manage deals at a glance. 管道驱动 also offers a unique Forecast View, combining won deals with in-progress deals for better financial projections.
- 销售员: Salesmate also offers a solid visual pipeline. Its strength lies in 自动化 features that automatically flag idle deals that have stalled, helping you identify bottlenecks. While functional, some users find the aesthetic dashboard of Salesmate less visually appealing compared to the glance of Pipedrive.
2. Sales 自动化
Sales automation is essential to boost productivity by removing repetitive tasks.
Both platforms use a workflow 建造者 to set up rules and actions.
- 管道驱动: Pipedrive offers robust workflow automation, especially in its higher-tier plans. You can automate tasks like sending follow-up emails, creating activities, and updating the deal stage. This feature is strong for teams who want to keep their process clean and focused.
- 销售员: Salesmate excels with its Automation Journeys. This feature is comprehensive, allowing for multi-step sequences across email campaigns and other communication channels, making it a powerful tool for automated customer engagement.
3. AI Sales Assistant and Lead Scoring
The use of artificial intelligence (AI sales assistant) is becoming crucial for modern sales software.
- 管道驱动: Pipedrive includes notable AI features. Its AI Sales Assistant analyzes past performance data to provide real-time suggestions. It also alerts you to “Better Opportunities” by highlighting deals that may be overlooked but have a high chance of success.
- 销售员: Salesmate focuses heavily on automation but currently lacks a dedicated, proactive AI sales assistant like Pipedrive’s. However, it does offer strong features like lead scoring and activity tracking to help you prioritize valuable leads.
4. Communication Tools: Built-in Calling
How you communicate with your prospects is vital for effective customer relationship management.
- 管道驱动: Pipedrive generally relies on third-party integrations for built-in calling. It integrates seamlessly with popular VoIP providers and email tools, making it great for teams with an established tech stack.
- 销售员: Salesmate’s major selling point is its truly integrated communication. It includes built-in calling, 文本 messaging, and a team inbox within the platform, making it an all-in-one hub for quick customer information lookup and outreach.
5. Reporting and Analytics
You need custom reports to measure performance and make smart decisions.
- 管道驱动: Pipedrive offers visually stunning reports and dashboards. However, the Pipedrive’s Essential plan has a limit of 15 reports, and the ability to create unlimited reports is reserved for the much more expensive Enterprise plan.
- 销售员: Salesmate offers unlimited reports on all paid plans. This is a huge win for medium sized businesses and growing teams that need to track everything. While the 报告 dashboards may be less aesthetic than 管道驱动’s, the access to data is far less restricted.
6.联系人管理
Effective contact management is the core of any sales 客户关系管理.
- 管道驱动: Pipedrive offers excellent contact organization and keeps sales-specific data front and center. It handles contact management well, emphasizing clear activity history and deal association.
- 销售员: Salesmate takes a slightly more comprehensive approach, often including deeper segmentation and integrated tools like chat and web visitors tracking for better lead generation context.
7. Ease of Use and Interface
A simple user interface means faster team adoption.
- 管道驱动: Pipedrive wins here. It has a super user-friendly interface, and its design is clean and intuitive. They even provide sample data in the trial and have highly polished demo videos to guide new users.
- 销售员: Salesmate is also user-friendly but has a slightly steeper learning curve due to its wider range of features. Its visual design is functional but not as immediately appealing as 管道驱动‘s clean look.
8. Customization and Flexibility
You need the CRM to adapt to your unique process.
- 管道驱动: Pipedrive allows great customization of pipelines and custom fields. While you can tailor it to your needs, it does limit the amount of customization on lower-priced tiers.
- 销售员: Salesmate is highly flexible and suited for a wider range of processes. It offers extensive customization of the dashboard and allows you to tailor forms and workflows to meet different business needs quickly.
9. Lead Capture (Web Forms)
How easy is it to generate leads from your website?
- 管道驱动: Pipedrive offers web forms you can embed on your site to capture lead information directly into the CRM. This is a solid, straightforward feature.
- 销售员: Salesmate also provides easy-to-use web forms and often pairs this with its built-in live chat and web visitors tracking features to give you a more complete picture of the lead’s initial engagement.
选择 CRM 平台时要注意什么？
Here are the key things you must consider before picking your next CRM:
- Core Features vs Advanced Tools: Do you need a simple tool for deal management and pipeline visibility, or do you need a tool with every single bell and whistle, like project management?
- Visual Simplicity: Look for a clean interface that makes it easy to drag and drop deals and track progress. This impacts how quickly your team adopts the new system.
- Automation & Templates: How robust are the workflow automation and pre-built email templates? This is a huge factor in saving your team time.
- Customization vs Pricing: Evaluate the customization options and if they are available on the basic plans. Sometimes, features like custom dashboards require an expensive upgrade.
- Support Level: Does the CRM offer priority support on the plan you can afford? Reliable support is crucial when you face technical issues.
- Integration Ecosystem: Check for seamless integration with your existing tools. Pipedrive features an extensive marketplace, while Salesmate focuses on built-in communication tools.
- Value for Money: Pipedrive and Salesmate offer excellent value, but you must look closely at what specific features are included in the base price versus what an add-ons.
最终裁决
For us, Pipedrive edges out Salesmate. Why?
Because its visual pipelines and powerful automation features make it a sales powerhouse.
It’s designed to streamline sales processes and help you close more deals.
While Salesmate is a great option, especially if you’re on a tight budget, Pipedrive’s intuitive interface and advanced features give it the edge for serious sales teams looking to scale.
最终 最佳 CRM for you depends on your specific needs and budget.
We encourage you to try both Pipedrive and Salesmate (they both offer free trials!) to see which one fits your team best.
We’ve used both extensively, and our insights are based on real-world experience.
This guide helps you make the right choice for your business!
More of Pipedrive
Here’s a comparison of Pipedrive against other CRM software:
- Pipedrive vs Keap: Pipedrive excels in visual sales pipeline management, while Keap specializes in robust marketing automation, lead scoring, and advanced email sequences.
- 管道驱动 对比 晋升: GoHighLevel is an all-in-one marketing and sales platform for agencies. Pipedrive is a sales-focused CRM for managing deals and pipelines.
- Pipedrive vs ActiveCampaign: Pipedrive is a sales-centric CRM with intuitive pipeline visualization, while ActiveCampaign prioritizes marketing automation and customer journey building.
- Pipedrive vs HubSpot: Pipedrive is a more focused sales CRM known for simplicity, while HubSpot offers a comprehensive suite of marketing, sales, and service tools, being more complex.
- Pipedrive vs ClickFunnels: Pipedrive is a sales pipeline CRM, while ClickFunnels primarily focuses on building sales funnels and landing pages, with basic CRM aspects.
- Pipedrive vs Folk: Pipedrive is strong in sales pipeline management, whereas Folk emphasizes simple contact organization and relationship building for smaller teams.
- Pipedrive vs Instantly: Pipedrive focuses on sales deal management, while Instantly specializes in cold email outreach, lead finding, and email automation.
- Pipedrive vs ClickUp: Pipedrive is a dedicated sales CRM that is excellent for pipeline tracking. 点击 is a versatile work management platform that can also be used as a CRM and offers broader project management.
- Pipedrive vs Monday CRM: Pipedrive is a sales-focused CRM with visual pipelines, whereas Monday CRM is a highly customizable work OS that can be configured for CRM purposes and emphasizes workflow management.
- Pipedrive vs Capsule CRM: Pipedrive focuses on visual sales pipeline management, while Capsule CRM is a simpler, growth-oriented CRM for managing contacts and relationships, often for smaller businesses.
- Pipedrive vs Insightly: Pipedrive specializes in sales pipeline visualization, while Insightly offers a broader CRM solution with project management, marketing automation, and more robust reporting.
- Pipedrive vs Freshsales: Pipedrive offers deep sales pipeline visualization, while Freshsales CRM provides a more complete solution with built-in phone, AI tools, and integrated marketing features.
- Pipedrive vs Salesforce: Pipedrive is user-friendly and sales-focused for SMBs, whereas Salesforce is a highly customizable, enterprise-level CRM with extensive features across sales, service, and marketing.
- Pipedrive vs Zendesk: Pipedrive emphasizes visual sales pipeline management and automation, while Zendesk primarily focuses on customer service and support. It also offers CRM capabilities with built-in communication tools.
更多 Salesmate 信息
以下是 Salesmate 与这些软件解决方案的简要比较：
- Salesmate 与 Pipedrive 对比: Salesmate 提供直观的销售渠道管理并具有内置呼叫功能，而 Pipedrive 则在视觉渠道清晰度方面表现出色，并可轻松推进交易。
- Salesmate 与 GoHighLevel 对比Salesmate 以易用性著称。它帮助销售团队完成交易和与客户沟通。GoHighLevel 是一款功能更强大的工具，主要面向营销代理业务。
- Salesmate 与 Keap 对比: Salesmate 提供用户友好的界面和可定制的交易渠道，用于可视化跟踪，而 Keap 则通过强大的销售漏斗功能提供强大的销售和营销自动化。
- Salesmate 与 ActiveCampaign 对比: Salesmate 在其 CRM 中优先考虑销售渠道和交易跟踪；ActiveCampaign 集成销售和营销自动化，提供全面的客户视图，并在电子邮件营销方面表现出色。
- Salesmate 与 Hubspot: Salesmate 提供透明、价格合理的 CRM 以及强大的销售自动化功能；HubSpot 是一款集营销、销售和服务于一体的综合套件，具有分级定价和更广泛的功能。
- Salesmate 与 Clickfunnels 对比: Salesmate 是一款用于管理销售和客户关系的 CRM；ClickFunnels 是一款用于构建高转化率销售渠道和登陆页面的专用工具。
- 销售员 vs. 普通人: Salesmate 是一款功能齐全的 CRM 系统，面向销售团队，拥有强大的销售漏斗管理和自动化功能。Folk 是一款更简单的联系人管理工具，专注于组织和协作。
- Salesmate 与 Instant: Salesmate 提供全面的销售 CRM，具有渠道管理和多渠道推广功能；Instantly 专注于规模化冷电子邮件推广和潜在客户生成。
- Salesmate 与 Clickup 对比: Salesmate 是一款专用于渠道管理和交易跟踪的销售 CRM；ClickUp 是一款集项目管理、任务跟踪和 CRM 功能于一体的生产力平台。
- Salesmate 与 Monday CRM 对比: Salesmate 是一款专注于销售的 CRM，具有内置电子邮件营销和强大的交易管理功能；Monday CRM 提供高度可定制的可视化工作流程和广泛的工作操作系统功能。
- Salesmate 与 Capsule CRM: Salesmate 是一款具有销售自动化和详细报告功能的综合解决方案；Capsule CRM 是一款更简单、用户友好的联系人管理工具，通常更基础。
- Salesmate 与 Insightly: Salesmate 提供主要用于销售活动的用户友好型 CRM；Insightly 提供具有集成项目管理功能的更强大的 CRM。
- Salesmate 与 Freshsales CRM 对比: Salesmate 提供详细的实时报告和广泛的工作流程定制；Freshsales CRM 提供直观的界面，具有 AI 辅助和更广泛的自动化功能。
- Salesmate 与 Salesforce 对比: Salesmate 是一款用户友好的 CRM，非常适合中小型企业，提供直接的销售管理；Salesforce 是一款高度可定制、可扩展的企业级 CRM，具有丰富的功能集。
常见问题
What is the main difference between Pipedrive and Salesmate?
Pipedrive focuses on visual sales pipelines and automation to streamline your sales process. Salesmate emphasizes communication tools and affordability for building customer relationships.
Can I import my existing contacts into Pipedrive and Salesmate?
Yes, both CRMs allow you to easily import your contacts from spreadsheets or other CRM systems.
Do Pipedrive and Salesmate offer integrations with email marketing platforms?
Absolutely! Both integrate with popular email marketing tools like Mailchimp and allow you to manage your email campaigns within the CRM.
哪种 CRM 更适合小型企业？
Salesmate is generally more budget-friendly, making it an awesome option for 小型企业 with limited resources.
Can I track my sales team’s performance with these CRMs?
Yes, both Pipedrive and Salesmate offer reporting and analytics features to track key metrics like deals closed, revenue generated, and individual team member performance.
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