Choosing the best CRM (customer relationship manager) for your company might be difficult. You must evaluate all aspects and provide feedback on anything from features to price. The choice process is the same whether you’re selecting a new CRM or seeking a replacement for your current one.
Selecting the best CRM gets much more challenging once you have limited it down to three or four possibilities or alternatives that appear to be suitable for your company. The difficulty is that they all appear equally capable, and you must place your wager on only one!
One such case is discussed in this article. Businesses frequently struggle to choose between Pipedrive vs. Salesmate and Close CRM. All three CRMs have a strong presence in the SMB market and may aid in the automation of your sales process. Many people feel they are CRM alternatives to one another.
We will look at five important factors to determine which CRM is the greatest fit for you. Of course, we’ll include the price because you’ll be paying money for each member every month.
We’ll look at some of the most crucial aspects. We will not include fundamental capabilities such as contact management or data fields because all three of these CRM are far more sophisticated. Rather, we will investigate the aspects you are actively seeking for your company.
Here’s a detailed comparison of Pipedrive vs. Salesmate vs. Close CRM.
1. Automation of Workflow
Workflow automation is a critical component for every organization. It can assist in reducing manual labor and establishing a defined method for your organization. Workflow automation enables you to automate time-consuming operations such as delegating work to coworkers or sending regular emails.
In both price options, Salesmate includes workflow management. The Starter plan includes 10 processes, while the Growth plan includes 25. You may send out 250 and 500 emails per user in the Starter and Growth plans, respectively.
The Pipedrive Essential package does not include process automation. The last three plans offer 30, 60, and 100 processes as the plan increases.
Close CRM provides workflow management, but no mention of automation. Workflow automation is frequently mixed up with email sequences. Emails, on the other hand, can be part of a process. Close CRM, in particular, does not provide process automation. This leads us to the second characteristic.
2. Email Chains
Email automation plays a significant role in consumer conversion. You may set up emails on autopilot for each sales cycle stage. Essentially, email sequences enable you to do regular follow-ups. Pipedrive, Close, and Salesmate may all assist you in different ways.
First, let’s go over Pipedrive. This CRM does not provide email sequences as a native function, although several connectors are available to do this task. Pipedrive is compatible with 24 email marketing solutions, and data can be quickly imported into the CRM. However, you must subscribe to an email marketing service, which will cost you money.
Salesmate includes built-in sales follow-up email sequences. You may create a sequence with your stages and desired triggers. You may use SMS in your Salesmate sequence in addition to emails. Customers on the Growth plan get access to this functionality.
Close CRM offers four options, two of which feature email sequences. The features will function according to your needs, and you will be able to send follow-up emails to your prospects easily.
3. Pipeline Administration
Every firm requires pipeline management. Every company model has various requirements, and sales pipelines should be adaptable. Customizable pipeline management is something that newer CRMs have begun to provide, and all three CRMs in this article do.
Starting with Pipedrive, pipeline management is the CRM’s main selling point. As a result, this functionality is included in all Pipedrive plans without limitation. With a simple drag and drop, you may add several deals and place them in the appropriate stage of the pipeline.
However, it is worth noting that Salesmate CRM provides the same features in both plans at the same level of intensity. You can handle several deals by dragging and dropping. You may design as many bespoke pipelines as you need for your business.
If pipeline management is your primary priority, Salesmate is a more cheap solution when compared to Pipedrive.
Close CRM takes a unique approach to this functionality. With the Starter plan, you can only use one pipeline, and with the highest plan, you may use up to ten.
4. Texting and calling
Calling prospects is one of the most important aspects of every sales rep’s job. Voicemail transcription, forwarding, transfer, messaging, and more services are available when calling.
All 3 CRMs provide constructed calling capabilities.
Let us begin with Close CRM.
Close CRM has a power dialer, predictive dialer, and many other high-end capabilities. All plans include the ability to make calls and send messages. However, A-list services like predictive and power dialers are only accessible in higher-tier contracts. Regrettably, basic functions like call recording and call recording are only accessible under the most expensive plan.
If you prioritize calling and messaging, Salesmate is the ideal solution for you. Both subscriptions have built-in calling with all the required capabilities like forwarding, recording, transferring, and text messaging. Obtain a virtual phone number of your choice and begin making calls. If you already use RingCentral for your phone, you may combine it with Salesmate.
Pipedrive has this functionality dubbed “Caller,” It is only accessible at the Professional and Enterprise levels.
Pricing is one of the most crucial considerations when selecting a CRM. Every month, you will spend money on each user as a company. I’m using yearly membership rates for all three tools to give you a better perspective.
Let us begin with Pipedrive.
Pipedrive CRM features four levels ranging from $12.50 per user per month to $99 per month. Pipedrive CRM’s Essential package has all you need to get started, but not everything you need to manage your business successfully. I mean that critical capabilities such as Calling, Workflow Automation, and Product Catalogs are lacking. These features will undoubtedly cost you more money.
Close CRM also has four subscriptions ranging from $29.75 per user per month to $123.75 per month. For starters, Close CRM’s Starter package is more than double the price of Pipedrive’s Essential plan. I discovered some limitations in Close CRM’s two low-cost options. Close executives’ degree of support, it appears, has a lot to do with your goal.
Salesmate CRM is the least expensive of our three selections. It offers two straightforward plans: Starter ($12/user/month) and Growth ($24/user/month). The Starter package includes everything you need to get your business up and to run. You may also upgrade to the Growth plan as you expand (hence the name).
I believe this Pipedrive vs. Salesmate vs. Close analysis will assist you in selecting the best CRM system for your company.
Salesmate and Pipedrive are the greatest solutions for small and medium-sized businesses. You don’t have to be concerned about the user experience or customer service on either platform. Furthermore, both CRMs are quite secure in protecting your client data.
If you had to choose between Refer and Pipedrive, Salesmate is unquestionably the better option. Salesmate provides everything you need to manage your business at the most reasonable prices.