Name: Pipedrive
Rating: 4.53 (3041 reviews)

Pipedrive vs AppFolio Investment Manager

Zoho CRM

HubSpot Marketing Hub

monday.com

RealPage IMS

Juniper Square

SyndicationPro

Compare Pipedrive and AppFolio Investment Manager based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

HubSpot Marketing Hub is a scalable, all-in-one platform for inbound marketing, combining content marketing, marketing automation, social media, analytics, and more, for marketing teams of all sizes to grow traffic, convert leads and track customers, all in one place

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with a platform that adapts to shifting needs, liberates teams from manual grunt work, and connects teams in a collaborative work space.

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

Access Controls/Permissions

Account Management

Accounting

Activity Dashboard

Activity Tracking

AI Copilot

AI/Machine Learning

Alerts/Notifications

Appointment Management

Appointment Scheduling

Automated Responses

Autoresponders

Batch Processing

Business Card/Badge Scanning

Buyer Management

Calendar Management

Calendar Sync

Calendar/Reminder System

Call List Management

Call Management

Call Recording

Campaign Management

Chatbot

Churn Management

Click Tracking

Client Tracking

Client/Property Matching

Code-free Development

Collaboration Tools

Communication Management

Configurable Workflow

Contact Database

Contact Management

Content Delivery

Content Management

Contract/License Management

Customer Database

Customer Engagement

Customer History

Customer Journey Mapping

Customer Management

Customer Segmentation

Customer Support

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Customization

Dashboard

Dashboard Creation

Data Entry

Data Extraction

Data Import/Export

Data Management

Data Security

Data Synchronization

Data Visualization

Deal Management

Document Management

Document Storage

Donor Management

Drag & Drop

Drip Campaigns

Email Campaign Management

Email Management

Email Marketing

Email Response Control

Email Templates

Email Tracking

Estimating

Expense Tracking

Feedback Management

Field Sales Management

File Management

For AEC Industry

For Financial Institutions

For Healthcare

For Insurance Industry

For Mac Devices

For Nonprofits

For Real Estate

For Real Estate Agencies

For Sales Teams/Organizations

For Small Businesses

For Startups

Forecasting

Generative AI

Geotargeting

Goal Management

Goal Setting/Tracking

Graphical Data Presentation

Inbox Management

Interaction Tracking

Internal Chat Integration

Landing Pages/Web Forms

Lead Capture

Lead Distribution

Lead Engagement

Pipedrive

Android

Linux

Web-based

Windows

iPad

iPhone

Digital Marketing Manager (Fintech and Financial Services)

They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest.

Team Manager

Overall, Pipedrive has been an awesome tool. It helps stay focused on the most important stuff.

Account Manager

The quote management function is the best part of this, reminding you of outstanding quotes and previous approved deals.

IT Manager

My biggest issue was during the implementation process. We quickly found their programming to be inferior to SalesForce and decided to cut our losses to spend a little more on them.

Software Developer

Pipedrive is now the most preferred sales management tool for our portfolio companies, and it is perfect not to mention the beauty of its interface.

Director

I love that Pipedrive has chosen to open up these integrations to all users on their platform. This is huge win for small business owners looking to grow with them.

BUT when we saw that they charged us again for a full year we asked to cancel the service and they refuse to refund us for the unused year because they  already charged it.

Sales 

Customer Service is Amazing and Responsive. I love how far PipeDrive has came compared to when they started.

It has been extremely useful in helping us streamline our sales processes. Using Pipedrive was a great experience.

Director of Sales

PipeDrive is functional CRM platform and a viable/cheaper alternative to SalesForce and other counterparts. It is easy to use and has a wonderful graphical interface.

Owner 

I am very pleased with this CRM overall. I tried others and wasn't as happy.

Marketing Manager

Impressed by the clean interface and easy management within the platform.

Business Development Executive

Useful excellent integration with other products such as Trello and Slack.

Hands down Pipedrive has the most comprehensive integration marketplace for the best price period.

Owner

The customer service and the overall functionality of this product is terrible.

An Affordable CRM that is both Feature Rich and Easy to Use.

Entrepreneur

It's too bad that we couldn't use pipedrive as a CMS in the same time, while other CRMs offered a CMS implementations as well as SEO features. Reporting cost is a bit expensive (200$ per month).

Project Manager

We chose it because I received recommendations from my network. Great value for the money, and you are valued as a customer.

Pipedrive screenshot: Pipedrive kanban-style dashboard

Pipedrive screenshot: Pipedrive organization management

Pipedrive screenshot: Pipedrive sales inbox

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Juniper Square offers a unified solution across fundraising, investor operations, and fund administration that empowers GPs and LPs to unlock the full potential of their investment partnerships.

IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.

SyndicationPro helps organizations raise capital faster for any real estate syndication deal in less time.

AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

Client Management

Client Portal

Compliance Tracking

Electronic Signature

Fee Management

File Sharing

For Commercial Real Estate

For Investors & Traders

Fund Management

Investments Tracking

Lead Generation

Lead Management

Mobile Access

Performance Metrics

Pipeline Management

Portfolio Management

Real-Time Analytics

Real-Time Data

Real-Time Notifications

Referral Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Risk Management

Segmentation

Self Service Portal

Status Tracking

Task Management

Template Management

Third-Party Integrations

Transaction History

Visual Analytics

Workflow Management

AppFolio Investment Manager

BUSINESS ADMIN/INVESTOR RELATIONS

I love that a great deal of data is in one system, the ease of uploading, sharing, un-sharing docs as needed... and having a place for investors to go to view/track their investments.

Executive Assistant

How easy the search function is. I like that I have a relationship with my customer service rep. He knows a little bit about my business so therefore can help me better.

Director of Investments

The customer service has been outstanding as well. They are always helpful and quick to respond.

Pipedrive vs AppFolio Investment Manager Comparison (2026)

Pipedrive vs AppFolio Investment Manager Comparison (2026)

Pipedrive

AppFolio Investment Manager

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

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