⚡ 快速结论：
- 定价： Pipedrive starts at $14/user/month vs Salesmate at $23/user/month
- 最适合： Pipedrive for teams that want a clean visual pipeline and fast setup; Salesmate for teams needing built-in calling and SMS without add-ons
- 主要区别： Pipedrive has a drag-and-drop pipeline with an 人工智能助手; Salesmate includes multi-channel communication tools like voice and SMS natively
- 我们的选择： Pipedrive for most users — easier to set up and rated higher on G2
Pipedrive vs Salesmate both aim to help sales teams close more deals.
But they take different approaches to get there.
Pipedrive focuses on simplicity and a clean visual pipeline.
Salesmate packs in more tools — calling, SMS, and email marketing — all in one place.
This comparison breaks down the key differences so you can pick the right 客户关系管理 为了你的团队。
概述
This comparison covers how each CRM helps you streamline sales processes, manage pricing, automation, and ease of use.
We also break down which tool fits 小型企业 vs growing sales teams.
我们的信息来源包括已发布的文档、G2 评论和官方定价页面。
By the end, you’ll know exactly which CRM fits your sales process.
Pipedrive是什么？
Pipedrive is a sales CRM built for small and medium-sized businesses.
It focuses on helping sales teams manage their pipeline, closing deals faster with less friction.
The platform uses a visual drag-and-drop interface to track deal stages.
It also includes an AI sales assistant to surface insights and next steps.
Pipedrive is known for its user-friendly interface that keeps distractions low.
管道驱动
Pipedrive is the go-to CRM for sales teams that want a clean, visual pipeline. It keeps your deals moving without the complexity of enterprise software.
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 | 单人销售代表和小型团队 |
| 生长 | 每用户每月 24 美元 | 需要自动化的小型团队 |
| 优质的 | 每用户每月 49 美元 | 团队发展 报道 需求 |
| 最终的 | 每用户每月 69 美元 | Full-featured access for scaling teams |
Pricing verified May 2026.
免费试用： 14-day free trial available, no credit card required.
退款保证： Pipedrive does not publicly advertise a money-back guarantee — cancel before your billing date to avoid charges.
📌 笔记： Some features like 人工智能工具 and advanced reporting are only available on higher plans. The Lite plan is intentionally limited to encourage upgrades to Growth or Premium.
⚠️ 警告： Pipedrive’s Essential plan (now called Lite) lacks some core features that many teams expect. Review what’s included before choosing a plan — you may need Growth for full automation access.
Pipedrive的主要优势
Here’s what makes Pipedrive worth considering for your sales team:
- 可视化流水线管理： Pipedrive’s drag-and-drop pipeline makes it easy to track deal progress at a glance. You can spot idle deals and identify bottlenecks without digging through reports.
- 人工智能销售助手： The built-in AI assistant surfaces deal insights and suggests next actions. It helps sales reps stay focused on the deals most likely to close.
- 多条管道： You can create multiple pipelines with custom deal stages. This works well for teams running separate products or sales channels.
- 电子邮件集成： Pipedrive connects email directly to the CRM so reps send and receive messages without leaving the platform. Email templates and tracking are built in.
- Custom Reports and Dashboards: Teams can build dashboards with up to 25 custom reports. This gives managers a clear view of sales performance by rep, deal stage, or time period.
- 400 多个集成： Pipedrive connects to over 400 tools natively, including Slack, Zoom, Google Workspace, and more. This covers most sales tech stacks without custom work.
我们的团队注意到了什么
我们的 作家 signed up for Pipedrive and spent time exploring the pipeline and automation tools. Here’s what stood out from that hands-on time:
Pipedrive 的优点和缺点
✅ 优点
- Clean, user-friendly interface with minimal learning curve
- Visual drag-and-drop pipeline helps track deal progress easily
- AI sales assistant provides deal insights and next-step suggestions
- Sample data and guided setup speeds up onboarding for new users
- 400+ native integrations cover most sales tech stacks
❌缺点
- No built-in calling or SMS — requires third-party integrations
- Many useful features are locked behind higher-priced plans
- Customer support rated 8.3 on G2, below Salesmate’s 8.9
- Advanced automation can feel limited compared to dedicated tools
Salesmate是什么？
Salesmate is a CRM built for growing small businesses and startups.
It combines sales pipeline management with built-in calling, SMS, and email marketing.
The platform targets teams that want a single tool for sales and customer engagement.
Salesmate offers more native communication features than most CRMs at its price point.
It does have a steeper learning curve than Pipedrive, requiring more setup time upfront.
销售员
Salesmate gives you calling, SMS, and email marketing inside one CRM. It’s built for teams that want more than just deal tracking.
销售伙伴定价
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 | 需要核心 CRM 功能的小团队 |
| 专业版 | 每用户每月 39 美元 | Teams wanting advanced automation and reporting |
| 商业 | 每用户每月 63 美元 | Larger teams needing full multi-channel tools |
Pricing verified May 2026.
免费试用： Salesmate offers a free trial — check their site for current duration and terms.
退款保证： Salesmate does not publicly list a money-back policy — review terms before subscribing.
📌 笔记： Salesmate’s Basic plan includes more core features than Pipedrive’s entry plan. Advanced automation through Automation Journeys is a paid add-on, which can increase your total cost.
⚠️ 警告： Some Salesmate users report that support tickets aren’t always addressed promptly. If fast support is critical, factor this into your decision before committing.
Salesmate 的主要优势
Here’s what makes Salesmate worth considering for your team:
- 内置通话和短信功能： Salesmate includes voice calling and SMS natively — no third-party add-on needed. This makes it easier to manage all customer communication in one place.
- 共享团队收件箱： The team inbox lets sales reps collaborate on customer conversations. This is especially useful for remote teams handling shared accounts.
- Automation Journeys: Salesmate’s visual workflow 建筑商 creates multi-step automation sequences. Teams can automate follow-ups, deal stage changes, and email campaigns in one flow.
- 多条销售渠道： You can create multiple pipelines with custom stages for different products or markets. The drag-and-drop interface lets you move deals between stages quickly.
- 网页表单和聊天机器人： Salesmate includes web forms and chatbots to capture and generate leads directly from your website. This reduces the need for separate lead capture tools.
- 电子邮件营销活动： Salesmate’s Automation Journeys add-on lets you create and send email campaigns from within the CRM. This is useful for teams doing outbound marketing alongside sales.
我们的团队注意到了什么
Our writer signed up for Salesmate and explored the pipeline, automation, and communication features. Here’s what stood out:
Salesmate 的优缺点
✅ 优点
- Built-in calling and SMS with no extra integration needed
- Shared team inbox for collaborative customer engagement
- Flexible custom fields and advanced workflow designs
- Web forms and chatbots help generate leads from your website
❌缺点
- Steeper learning curve than Pipedrive — needs more onboarding time
- Interface can feel overwhelming with too much data on screen
- Advanced automation requires a paid add-on, raising total cost
- Smaller user community compared to Pipedrive
功能对比
Let’s break down how Pipedrive and Salesmate compare across the features that matter most for sales teams.
| 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 |
| 免费计划 | ❌ | ❌ |
| 视觉管线 | ✅ | ✅ |
| Built-In Calling/SMS | ❌ | ✅ |
| 人工智能销售助手 | ✅ | ❌ |
| 电子邮件营销 | ✅（附加组件） | ✅（附加组件） |
| 网页表单 | ❌ | ✅ |
| 自定义仪表盘 | ✅ (up to 25 reports) | ✅ (up to 10 reports) |
| 工作流自动化 | ✅ | ✅ |
| 最适合 | Simple pipeline management | 多渠道销售团队 |
1. 管道管理
Pipedrive： Pipedrive’s visual sales pipeline is its standout feature. You drag and drop deals between stages, and the interface shows deal progress clearly without extra clicks. Users can create multiple pipelines and customize each stage for different sales processes.
销售员： Salesmate also offers drag-and-drop pipeline management with custom stages. G2 reviews note it feels less intuitive than Pipedrive’s interface. That said, it does support multiple pipelines and gives teams more flexibility in how they segment deals.
⚠️ 警告： Salesmate’s interface resembles a spreadsheet and can feel overwhelming for new users. If your team is new to CRM software, Pipedrive’s cleaner pipeline view will reduce onboarding friction.
2. 通信工具
Pipedrive： Pipedrive handles email communication natively — reps can send and receive emails directly inside the CRM. However, it does not include calling or SMS. Teams needing voice calls must connect a third-party tool like Aircall or JustCall.
销售员： Salesmate includes voice calling, SMS, and a shared team inbox natively. This means your team can manage phone, 文本, and email conversations from one platform without extra integrations. The team inbox also helps reps collaborate on shared accounts.
3. 人工智能和自动化
Pipedrive： Pipedrive includes an AI sales assistant that highlights deals needing attention and suggests next actions. Its workflow builder handles basic automation well — triggering emails, tasks, or stage moves based on deal activity. More complex automations may require workarounds.
销售员： Salesmate’s Automation Journeys feature uses a visual drag-and-drop builder for multi-step workflows. It supports more complex multi-channel sequences than Pipedrive’s native automation. Note that advanced automation is a paid add-on, so factor that into your budget.
4. Contact and Lead Management
Pipedrive： Pipedrive gives you clear contact profiles showing linked notes, activities, calls, emails, and files in one view. Lead management is straightforward — you can import contacts, assign ownership, and track communication history without much configuration.
销售员： Salesmate offers customizable fields and views for contact management. You can segment contacts using different filters and track companies alongside contacts. Web forms and chatbots let you capture new leads directly from your website into the CRM.
5. 报告和仪表盘
Pipedrive： Pipedrive’s reporting tools let teams build custom dashboards with up to 25 reports. You can track deal progress, rep performance, and pipeline health with filters by stage, team member, or time period.
销售员： Salesmate supports personalized dashboards with up to 10 reports per dashboard. Its analytics cover sales performance and customer engagement data. The reporting is solid for small teams but offers fewer report slots than Pipedrive.
6. Email and Campaigns
Pipedrive： Pipedrive integrates email natively and includes email templates for faster 外联. Email marketing campaigns are available through Pipedrive’s Campaigns add-on, letting teams send bulk emails without leaving the CRM.
销售员： Salesmate includes email templates and allows users to create and send email campaigns through its Automation Journeys add-on. Teams can schedule campaigns, track opens and clicks, and link campaign performance back to deals.
7. 集成
Pipedrive： Pipedrive offers over 400 native integrations covering tools like Slack, Zoom, Google Workspace, and Zapier. This covers most common sales team setups without custom development work.
销售员： Salesmate connects to over 700 apps through third-party tools like Zapier. It also emphasizes built-in integrations with popular email platforms. The wider app library gives technically inclined teams more options for building custom workflows.
8. 易用性
Pipedrive： Pipedrive is designed to minimize distractions and help reps focus on deals. It provides sample data during setup so new users can see how the platform works before adding their own. Most teams can get up and running within a day.
销售员： Salesmate has a steeper learning curve. The platform offers walkthroughs, tutorials, and online materials, but the volume of features requires more dedicated onboarding time. Teams new to CRM software may need several days to feel comfortable.
9. 客户支持
Pipedrive： Pipedrive provides live chat and email support. It also has an active user community and educational resources including webinars and a knowledge base. G2 rates Pipedrive’s support at 8.3 out of 10.
销售员： Salesmate offers chat and email support, with priority support reserved for custom plan subscribers. G2 rates its support at 8.9 — higher than Pipedrive. Some users have reported delays in ticket resolution, so keep that in mind for time-sensitive issues.
10. 定价与成本
Here’s a side-by-side look at plan costs for both platforms:
| 计划层级 | 管道驱动 | 销售员 |
|---|---|---|
| 入门计划 | 每用户每月 14 美元（精简版） | 23美元/用户/月（基础版） |
| 中期计划 | 24 美元/用户/月（增长） | 39美元/用户/月（专业版） |
| 高级计划 | 49美元/用户/月（高级版） | 63美元/用户/月（企业版） |
| 最高计划 | 69美元/用户/月（终极版） | 定制（企业版） |
Pipedrive： Pipedrive’s entry plan is $14/user/month — cheaper than Salesmate’s Basic. However, many useful features like AI tools and advanced reporting sit behind the $24 or $49 plans. Add-ons like Campaigns also increase the total cost.
销售员： Salesmate’s Basic plan starts at $23/user/month but includes more core features than Pipedrive’s Lite plan. Teams that need built-in calling and SMS avoid the cost of third-party integrations. Advanced automation still requires an add-on, which adds to the bill.
📌 笔记： Pipedrive’s lower entry price can be misleading. A realistic Pipedrive setup for a small sales team often costs $24–$49/user/month once you account for the features most teams actually need.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 较低的起始成本 | 管道驱动 | $9/user/month cheaper at entry level |
| 内置通话和短信功能 | 销售员 | Included natively, no add-on needed |
| 最快入职流程 | 管道驱动 | Simpler interface, sample data setup |
| Email marketing inside CRM | 销售员 | Campaign creation via Automation Journeys |
| 人工智能交易洞察 | 管道驱动 | 内置人工智能销售助手 |
| Web lead capture | 销售员 | Web forms and chatbots included |
| More custom reports | 管道驱动 | Up to 25 reports vs Salesmate’s 10 |
💰 您的预算
Pipedrive starts at $14/user/month vs Salesmate’s $23/user/month at entry level. But Pipedrive’s useful features are gated behind higher plans, so real-world costs often align more closely than the starting prices suggest.
🔌 您的技术栈
Pipedrive offers 400+ native integrations and works well with most sales tech stacks. Salesmate connects to 700+ apps through tools like Zapier but shines most when you want to reduce the number of separate tools you’re paying for.
📞 您的销售流程
If your team relies heavily on phone calls and texts, Salesmate’s built-in calling and SMS removes the need for a separate dialer tool. If your team works primarily via email and pipeline tracking, Pipedrive handles that cleanly.
🎓您的经验水平
Pipedrive wins for beginners. Its interface is designed to reduce distractions, and sample data during setup helps new users understand the platform quickly. Salesmate requires more dedicated onboarding, especially for teams new to CRM systems.
🆓 免费试用和演示
Pipedrive offers a 14-day free trial with no credit card required. Salesmate also offers a trial — check their site for current terms. Testing both on a real sales workflow before committing is the best way to judge fit.
🛟 支持选项
Salesmate scores higher on G2 for support (8.9 vs Pipedrive’s 8.3). However, some Salesmate users report slower ticket resolution. Pipedrive has a larger user community and more educational content, which can compensate for support gaps.
切换指南
已经在使用这些工具之一了吗？如果您切换到其他工具，以下是您可能遇到的情况。
🔄 从 Pipedrive 切换到 Salesmate？
✅ 你将获得：
- Built-in voice calling and SMS without a third-party integration
- A shared team inbox for collaborative customer engagement
- Web forms and chatbots to capture leads directly from your site
❌ 你会失去什么：
- Pipedrive’s cleaner, more beginner-friendly pipeline interface
- The built-in AI sales assistant and deal insights
- Access to up to 25 custom reports per dashboard
📋 如何切换：
- 从 Pipedrive 导出您的联系人和交易记录为 CSV 文件
- 创建您的 Salesmate 帐户并设置您的销售流程阶段
- Import the CSV into Salesmate and map fields to match your workflow
🔄 从 Salesmate 切换到 Pipedrive？
✅ 你将获得：
- A cleaner, more user-friendly visual pipeline that’s faster to learn
- An AI sales assistant that surfaces next-step recommendations
- A larger community and more tutorial resources for ongoing learning
❌ 你会失去什么：
- Native calling and SMS — you’ll need a third-party tool like Aircall
- The shared team inbox for collaborative deal management
- Built-in web forms and 聊天机器人 lead capture tools
📋 如何切换：
- Export your contacts and deal data from Salesmate as a CSV
- 开始 Pipedrive 免费试用并配置您的管道阶段
- Import your data into Pipedrive and reconnect your email and integrations
我们的评测没有涵盖的内容
This comparison focused on individual reps and small sales teams. We didn’t evaluate enterprise features like SSO, advanced permissions, or custom API integrations. Salesmate’s Enterprise plan pricing wasn’t available for direct comparison. If you’re managing a team of 50+ reps or need deep compliance controls, your evaluation should go beyond what’s covered here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 管道驱动 |
| 🚀 管道管理 | 管道驱动 |
| 📞 通信工具 | 销售员 |
| 🤖 AI 功能 | 管道驱动 |
| 👶 易用性 | 管道驱动 |
| 🔌 集成 | 销售员 |
| 📊 报道 | 管道驱动 |
| 🎯 潜在客户开发 | 销售员 |
| 🏆 总冠军 | 管道驱动 |
🏆 冠军：PIPEDRIVE
Pipedrive 在 8 个类别中赢得了 5 个。
最适合： Small sales teams, visual pipeline management, teams new to CRM software
Pipedrive and Salesmate are solving different problems.
Pipedrive focuses on deal management — keeping your pipeline clean and your reps focused.
Salesmate goes broader — adding calling, SMS, and lead capture tools to reduce the number of separate subscriptions your team needs.
Salesmate is a strong choice for teams that rely heavily on phone and text to close deals.
But for most sales teams — especially those new to CRM or prioritizing simplicity — Pipedrive is the better fit.
It’s easier to learn, rated higher overall, and its pipeline interface is the best in its class at this price point.
Pipedrive 的更多比较
Here’s how Pipedrive stacks up against other popular CRM tools:
Pipedrive 获胜： Simpler setup, lower cost for basic CRM needs, cleaner pipeline UI
HubSpot 在以下方面胜出： Free CRM tier, deeper marketing automation, broader all-in-one platform
Pipedrive 获胜： Ease of use for small teams, faster onboarding, lower entry pricing
Salesforce 获胜方式： Enterprise customization depth, advanced reporting, massive integration library
Pipedrive 获胜： Cleaner pipeline focused on sales activity, lower per-user cost for pure CRM use
GoHighLevel 获胜方式： Agency-focused white-labeling, built-in landing pages and funnels, broader marketing tools
Pipedrive 与 Freshsales 的比较 客户关系管理
Pipedrive 获胜： More polished visual pipeline, broader native integrations, stronger community resources
Freshsales 在以下方面胜出： Built-in phone, free plan availability, tighter Freshworks suite integration
Salesmate 的对比更多
Here’s how Salesmate measures up against other CRM options:
Salesmate 获胜条件： Built-in calling/SMS at lower cost, simpler pricing structure for small teams
HubSpot 在以下方面胜出： Free CRM tier, stronger marketing automation, larger integration library
Salesmate 获胜条件： More transparent pricing, native calling without extra cost, cleaner deal management
Keap 获胜理由： Deeper e-commerce integration, more mature email marketing automation, longer track record
销售员 vs ActiveCampaign
Salesmate 获胜条件： Built-in phone and SMS tools, more focused sales pipeline management
ActiveCampaign 在以下方面胜出： More powerful email marketing automation, larger contact database options, better deliverability tools
常见问题解答
还有比 Pipedrive 更好的 CRM 系统吗？
It depends on your needs. HubSpot offers a free plan and deeper marketing automation. Salesforce gives enterprise teams more customization. For teams needing built-in calling and SMS, Salesmate is worth considering over Pipedrive.
Salesmate是做什么用的？
Salesmate is a sales CRM designed for growing small businesses. It helps teams manage their sales pipeline, automate follow-ups, and communicate with customers via email, phone, and SMS from a single platform.
How does Pipedrive compare to Salesmate for small businesses?
Pipedrive is simpler and easier to set up, making it the stronger choice for teams new to CRM software. Salesmate offers more built-in communication tools but requires more upfront configuration. Both serve small businesses, but they suit different workflow styles.
How much does Pipedrive cost per month?
Pipedrive’s plans start at $14/user/month for the Lite plan, going up to $69/user/month for Ultimate. Most small teams land on the Growth or Premium plans at $24 or $49 per user per month to access the features they need.
Which is better for sales automation — Pipedrive or Salesmate?
Pipedrive’s workflow builder handles standard sales automation tasks well. Salesmate’s Automation Journeys feature supports more complex multi-channel sequences, though it requires a paid add-on. For basic sales automation, Pipedrive is easier to configure; for advanced multi-step flows, Salesmate has more depth.
At a glance: How do Pipedrive and Salesmate compare on key features?
This detailed comparison of Pipedrive Salesmate shows two strong sales software options with different strengths. Pipedrive features a polished user interface with visual appeal and aesthetic dashboard that boost productivity for sales teams. Salesmate offers extensive customization options, including custom fields and automation features through its workflow builder. Both platforms let you compare Pipedrive and Salesmate across project management tools, web visitors tracking, and AI — Pipedrive leads on notable AI features through its artificial intelligence assistant, Salesmate also offers polished demo videos in its onboarding, while it covers unlimited reports at its dashboard level. Neither tool is perfect, but understanding each platform’s glance Pipedrive gives you helps you pick the right sales crm for your business needs.
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