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Pipedrive vs Salesmate: A Straightforward CRM Comparison
March 6, 2025
By
Cindy Graciella
Your CRM directly impacts how you manage customer interactions, streamline operations, and drive revenue. That is why choosing the right one is essential.
A solid CRM platform enhances sales processes, improves customer interactions, and provides valuable insights through analytics. The key criteria for evaluating a CRM include ease of use, feature set, integration capabilities, and cost, among others.
This article provides an unbiased comparison of Pipedrive and Salesmate to help you make an informed decision.
Pipedrive is a cloud-based CRM (customer relationship management) software designed to streamline sales activities. It automates sales processes, tracks customer interactions, and generates detailed sales reports.
It is primarily targeted at small to medium-sized businesses (SMBs) and sales teams in various industries, including media, retail, health, and consulting. Pipedrive is known for its user-friendly interface and is a popular choice among sales professionals looking for an easy-to-use and effective CRM solution.
Like Pipedrive, Salesmate is a smart CRM and sales automation platform designed to help businesses streamline their sales processes. It offers tools for contact management, email tracking, pipeline management, in-depth reporting, and workflow automation.
With built-in calling, text messaging, and integrations with apps like Gmail and Zapier, Salesmate improves lead management and nurturing. It’s ideal for small to mid-sized businesses looking to boost sales, track leads, and close deals faster.
Pipedrive offers 5 paid subscription plans suitable for businesses at all levels. On each plan is a 14-day trial period that gives 100% access to all features without having to provide credit card information.
Pipedrive prices per user per month, billed annually:
On Salesmate, users can pick one of 4 paid plans, including Basic, Pro, Business, and Enterprise. All plans except Enterprise offer a 15-day free trial accessible upon registration, no credit card required.
Salesmate prices per user per month, billed annually:
Pipedrive’s sales pipeline is designed for efficiency, offering a highly visual interface with drag-and-drop deal management. Users can customize pipeline stages to suit the team’s specific needs. Pipedrive AI-powered sales assistant also provides insights that can help optimize the entire sales flow and close deals faster.
With built-in activity tracking, users can log calls, meetings, and notes directly within each deal. This ensures that all interactions are documented in one place, allowing for better collaboration across teams.
Salesmate provides a flexible pipeline system, allowing businesses to create multiple pipelines for different sales processes. It boasts its ability to give users a bird-eye view of sales pipelines. With its deal automation features, users can trigger emails and automatically update deal stages based on the lead's actions.
Salesmate centralizes communication by offering tools that let sales reps engage prospects directly from the pipeline using built-in calling, text messaging, and emailing. This also comes with tracking tools that let users know when leads interact with their campaigns.
Both CRMs offer robust sales pipeline management features, but Salesmate offers inbuilt call and text messaging tools while Pipedrive only allows calling via Telephony integrations.
Pipedrive’s workflow automation streamlines repetitive tasks, allowing sales teams to focus on closing deals. Users can automate follow-up emails, task assignments, and deal updates based on specific triggers.
This reduces manual effort and ensures timely communication with leads and clients. The platform’s AI-powered Sales Assistant also provides real-time recommendations to optimize workflows.
Salesmate’s automation tools help businesses eliminate manual tasks by automating emails, follow-ups, and sales activities.
Users can create multi-step sequences for lead nurturing, onboarding, and customer engagement and also set up rule-based triggers that move deals through the pipeline. This keeps the sales process moving without constant oversight.
It’s a tie. Both platforms excel in workflow automation, enabling sales reps to get more done by automating repetitive tasks.
Pipedrive’s goal-tracking and reporting tools help sales teams stay focused on their targets. It allows sales teams to set individual and team-based goals for metrics like revenue, deals won, and activities completed.
Reporting in Pipedrive offers insights into pipeline performance, conversion rates, and sales trends. It is also highly customizable, allowing teams to generate detailed reports, filter data by custom parameters, and visualize results through charts and graphs.
Salesmate offers robust goal-setting features that help teams measure and achieve their sales objectives. Users can define targets based on revenue, deal closures, or activity completion, tracking progress through interactive dashboards.
The platform’s reporting tools provide in-depth insights into sales performance, customer interactions, and conversion rates. Customizable reports allow teams to prioritize their most important KPIs and identify bottlenecks easily.
It’s a tie. Both CRMs offer effective goal-tracking and reporting features, making them suitable for performance monitoring.
Pipedrive offers users the ability to engage prospects with personalized communication via emails. They can send emails directly from the platform, track open and click rates, and schedule follow-ups. It offers the campaigns add-on which lets users launch full-scale email campaigns.
Pipedrive also integrates with email marketing tools like Mailchimp, ActiveCampaign, and Sendinblue, enabling users to create targeted email campaigns, segment contacts, and automate drip sequences.
Read more: 10 Best ActiveCampaign Alternatives For 2025 [Comparison]
Salesmate provides built-in email marketing tools that help businesses automate and personalize customer communication. Users can create email sequences and automation journeys with over 45 triggers, actions, and conditions. It also offers the Automation Journeys add-on which lets users run massive email campaigns.
The platform also supports A/B testing, allowing teams to optimize subject lines and content for higher engagement. Detailed analytics provide insights into campaign performance, helping businesses refine their email marketing strategies.
Salesmate wins. Both platforms manage email campaigns via paid add-ons, but Salesmate's built-in email marketing capabilities offer a more seamless and all-around experience for managing campaigns directly within the CRM.
Pipedrive enhances team communication and collaboration by centralizing all sales interactions in one platform. Sales reps can add notes, tag team members, and track email and call history within each deal. The shared pipeline feature also allows users to share dashboards just at the click of a button.
Pipedrive integrates with popular collaboration tools like Slack, Microsoft Teams, and Google Workspace, making it easy to incorporate into existing workflows.
Salesmate offers a collaborative workspace where sales teams can communicate seamlessly. You can assign tasks to team members within deals or ongoing conversations. The shared inbox feature also lets members manage customer interactions collectively using a common email address so the sales process runs without a hitch.
Like Pipedrive, Salesmate integrates with Slack, Microsoft Teams, and VoIP phone systems, enabling teams to stay connected across different channels.
It’s a tie. Both platforms offer powerful collaborative features that allow teams to work smoothly without hiccups.
Pipedrive leverages artificial intelligence through its Sales Assistant, which provides real-time recommendations and insights to improve sales performance. While the AI Assistant may not perform on par with a full-featured AI SDR, it is quite impressive.
It analyzes past interactions and deals progress to suggest the next best actions, helping sales reps close deals faster. The AI also identifies stalled deals and offers data-driven tips to optimize the pipeline.
Salesmate’s Sandy AI focuses on intelligent automation and predictive analytics. It helps qualify leads, schedule follow-ups, pull up customer history, and recommend actions based on customer behavior. This ensures that sales teams engage with prospects at the right time for the best possible result.
Pipedrive wins. Pipedrive’s AI assistant aims to improve overall pipeline efficiency and sales performance while Salesmate’s Sandy AI is more about automation.
Read more: 15 Must-Have AI Sales Tools for Every Sales Professional
Pipedrive offers a vast marketplace of integrations, allowing businesses to connect their CRM with over 500 apps. It seamlessly integrates with productivity tools like Google Workspace, Microsoft 365, and Slack. Users can also connect with marketing platforms such as Mailchimp and ActiveCampaign for targeted campaigns and Zapier for better workflow automation.
Salesmate provides native integrations with popular business tools, albeit much fewer than Pipedrive. It connects with Gmail, Outlook, and VoIP services, enabling seamless communication. It also integrates with email marketing tools like Mailchimp and other drip campaign platforms for automated outreach as well as Zapier.
Pipedrive wins. Pipedrive's broader range of integrations makes it a more versatile choice for businesses seeking extensive connectivity options. However, both platforms offer API features that allow businesses to build custom integrations.
Pipedrive offers a highly intuitive interface. The drag-and-drop deal pipeline makes it easy for even less experienced users to manage and track sales. The dashboard is clean and customizable, allowing sales teams to focus on the most relevant data.
Pipedrive's setup process is straightforward, with step-by-step guides to help users get started. The smart AI suggestions also help teams to boost efficiency without a steep learning curve.
Salesmate equally offers a user-friendly experience. Although not as intuitive as Pipedrive, it makes it easy for users to navigate between pipelines, deals, and tasks. Its drag-and-drop functionality for deal management simplifies complex processes, and the customizable dashboard ensures key metrics are always front and center.
Salesmate’s onboarding is simple, with in-app tutorials and guides to help users get up to speed.
Pipedrive wins. While both platforms are user-friendly, Pipedrive is generally easier to use. Its interface is more polished and visually appealing. It also provides a consistent “Quick Help” tab that indeed provides quick help.
Pipedrive offers robust customer support through multiple channels. Chatbots, email support, a comprehensive knowledge base, and the community are available to all plans. Live chat support is added for the Advanced plan and higher, and phone support is available for Power and Enterprise plans.
Salesmate users can reach customer support via email and live chat. Those on the custom plan also get priority support. The help center is packed with in-depth articles, video tutorials, and FAQs to assist users in troubleshooting issues quickly. The community is also open to everyone to offer and receive help.
It’s a tie. While Pipedrive offers more contact channels, Salesmate's higher customer support rating on G2 suggests it may offer a more satisfactory support experience for users.
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User-friendly interface with intuitive design
Extensive integration options with various third-party applications
AI-powered sales assistant providing valuable and actionable insights
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Limited built-in communication tools, requiring additional integrations for enhanced communication features
Delayed response time from customer support, even on live chat
Comprehensive communication tools, including built-in text messaging, and a shared team inbox
Advanced automation capabilities, such as sales sequences and email personalization
Quick response time and impressive experience with the customer support team
Less extensive integration ecosystem compared to Pipedrive
The learning curve may be a bit steeper for new users
Both Pipedrive and Salesmate are powerful CRM and pipeline management solutions that make sales teams more efficient and productive.
However, Pipedrive is perfect for teams and businesses that value a user-friendly interface, extensive integration options, and lower initial subscription charges (many advanced features are available as paid add-ons).
If these 3 things don't really matter to you, then Salesmate may be a better fit. It offers better communication features and email marketing features out of the box alongside other impressive stuff like web forms and chatbots for automated lead generation.
Ultimately, the best choice depends on your specific business requirements, workflows, and priorities. Consider evaluating both platforms through free trials to determine which one aligns best with your needs.
Read more: Pipedrive vs Monday: We’ve Done the Work to Help You Decide
Pipedrive lets you track your sales pipeline, optimize leads, manage deals with AI and automate your entire sales process so you can focus on selling.
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Cindy is an Outreach Manager and SEO Specialist at ONSAAS who helps SaaS companies grow through strategic link building and SEO. Outside of work, she loves spending time in nature, especially hiking in the mountains.
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