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Pipedrive vs AppFolio Investment Manager Comparison (2026)
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Good recommendations?
Pipedrive
4.5
(3K)5
1.9K
4
896
3
139
2
36
1
29
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AppFolio Investment Manager
4.7
(100)5
77
4
20
3
2
2
1
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.
AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.5
3K
5
4
3
2
1
1.9K
896
139
36
29
- Value for money
- Ease of use
- Features
- Customer support
80%
would recommend this app4.7
100
5
4
3
2
1
77
20
2
1
0
- Value for money
- Ease of use
- Features
- Customer support
91%
would recommend this appPros
“On top of this, the automation features (like activity reminders and workflow triggers) save time on repetition tasks, and the integrations with email and other tools keep everything in one place.”
Jonathon B.
Senor Content Manager
“Signed up for the Campaigns email feature and spent a month building my CRM around it. Because of how 25 contacts were sourced, Pipedrive locked double opt-in across my entire account, blocking campaigns to all ~560 of my contacts, including 25-year relationships.”
MF
Mark F.
Licensed Real Estate Salesperson
“The platform excels at activity-focused selling, ensuring reps stay on track with automated prompts for the next step in every deal.”
Marquita V.
SALES MANAGER
Pros
“For example, unrolling transfers, importing historical data, making bulk updates to historical data.”
AY
Alex Y.
Tax Senior Accountant
“G-mail integration was also a feature I really like that now allows me to search my own e-mails for what I have sent to investors without needing to go into the tool to do so. ”
EH
Eric H.
Principal
“our account based on data we provided, and got the system basically functioning and valuable right away.”
JD
Jaymie D.
Operations Executive
Cons
“I feel I was duped into a product that routed all their email marketing campaign features with zero mention (even fine print), that they can (and will) require you to obtain consent from every one of your contacts before sending me an email campaign to one.”
MF
Mark F.
Licensed Real Estate Salesperson
“If you try to create some of the more complex reports you run into a dead end rather quickly. While the basic functions of Pipedrive are great, creating a customized dashboard is much more of a pain-in-the-neck than it should be.”
IB
Ihor B.
Senior Software Engineer
“Before using pipedrive I had Post-It Notes and Spreadsheets scattered all over my office and it was complete chaos.”
IB
Ihor B.
Senior Software Engineer
Cons
“I was a bit intimidated in setting up the system after having tried other CRM / investment management systems and in the past felt it was a lot of work to get to a point where the software was valuable to the business.”
JD
Jaymie D.
Operations Executive
“The reporting capabilities are terrible.”
MA
Mandy A.
Investor Service Representative
“That you cannot email contacts from the Investing Entities Page.”
JM
Jennifer M.
Executive Assistant
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review4 years ago
Key features
- Total features180
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Account Management
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Automated Responses
- Autoresponders
- Batch Processing
- Business Card/Badge Scanning
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Management
- Call Recording
- Campaign Management
- Chatbot
- Churn Management
- Click Tracking
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Code-free Development
- Collaboration Tools
- Communication Management
- Compliance Tracking
- 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
- Electronic Signature
- Email Campaign Management
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Estimating
- Expense Tracking
- Fee Management
- Feedback Management
- Field Sales Management
- File Management
- File Sharing
- For AEC Industry
- For Commercial Real Estate
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Investors & Traders
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- Forecasting
- Fund Management
- Generative AI
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Investments Tracking
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- List Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Currency
- Multi-Language
- Multiple Site Management
- Natural Language Processing
- Negative Feedback Management
- Offline Form
- Onboarding
- Online Forms
- Opportunity Management
- Pageview Tracking
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Pre-Configured Bot
- Predictive Analytics
- Product Catalog
- Project Management
- Property Management
- Prospecting Tools
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-time Consumer-facing Chat
- Recommendations
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Sign On
- Statistical Analysis
- Status Tracking
- Subscriber Management
- Summary Reports
- Survey/Poll Management
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Text Analysis
- Third-Party Integration
- Third-Party Integrations
- Time on Site Tracking
- Transaction History
- Transcripts/Chat History
- Visual Analytics
- Workflow Management
- Total features58
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Account Management
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Automated Responses
- Autoresponders
- Batch Processing
- Business Card/Badge Scanning
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Management
- Call Recording
- Campaign Management
- Chatbot
- Churn Management
- Click Tracking
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Code-free Development
- Collaboration Tools
- Communication Management
- Compliance Tracking
- 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
- Electronic Signature
- Email Campaign Management
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Estimating
- Expense Tracking
- Fee Management
- Feedback Management
- Field Sales Management
- File Management
- File Sharing
- For AEC Industry
- For Commercial Real Estate
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Investors & Traders
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- Forecasting
- Fund Management
- Generative AI
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Investments Tracking
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- List Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Currency
- Multi-Language
- Multiple Site Management
- Natural Language Processing
- Negative Feedback Management
- Offline Form
- Onboarding
- Online Forms
- Opportunity Management
- Pageview Tracking
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Pre-Configured Bot
- Predictive Analytics
- Product Catalog
- Project Management
- Property Management
- Prospecting Tools
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-time Consumer-facing Chat
- Recommendations
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Sign On
- Statistical Analysis
- Status Tracking
- Subscriber Management
- Summary Reports
- Survey/Poll Management
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Text Analysis
- Third-Party Integration
- Third-Party Integrations
- Time on Site Tracking
- Transaction History
- Transcripts/Chat History
- Visual Analytics
- Workflow Management
Integrations
- Total integrations88
- APIANT
- Act-On
- ActiveCampaign
- ActiveDEMAND
- ActiveIQ
- Acuity Scheduling
- Aircall
- Apollo.io
- Asana
- Bedrock Data
- ButterflyMX
- Calendly
- CallHippo
- Callmaker
- Conservice ESG
- Crossbeam
- Cyclr
- Datananas
- Demodesk
- Docusign
- Drip
- Dropbox
- Dryrun
- Dux-Soup
- FreshBooks
- Front
- Google Calendar
- Google Contacts
- Google Maps
- Google Workspace
- Gravity Forms
- Happy Property
- HappyFox Chat
- Help Scout
- Highrise
- Homebase
- HubSpot CRM
- HubSpot Data Hub
- Integrate.io
- IntelligenceBank
- Jotform
- JustCall
- Kixie PowerCall & SMS
- Klenty
- Knock CRM
- Lead Liaison
- LeadBoxer
- Leadfeeder
- Lime Connect
- LiveChat
- Livestorm
- MRPeasy
- Mailjet
- Microsoft 365
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Teams
- NativeForms
- Opiniion
- Outfunnel
- PandaDoc
- Plecto
- Proposable
- Proposify
- QuickBooks Online
- QuickBooks Online Advanced
- QuoteWerks
- Referral Factory
- RightSignature
- Ruler Analytics
- Seamless
- ShowMojo
- Slaask
- Slack
- Slemma
- Snov.io
- SupportBee
- Surfe
- Survicate
- Talkdesk
- Talkspirit
- TimelinesAI
- Toky
- Tray.io
- Trello
- Wishpond
- Wiza
- Woodpecker.co
- Woopra
- Xero
- Yesware
- Zapier
- Zoom Workplace
- lemlist
- monday AI Work Platform
- Total integrations7
- APIANT
- Act-On
- ActiveCampaign
- ActiveDEMAND
- ActiveIQ
- Acuity Scheduling
- Aircall
- Apollo.io
- Asana
- Bedrock Data
- ButterflyMX
- Calendly
- CallHippo
- Callmaker
- Conservice ESG
- Crossbeam
- Cyclr
- Datananas
- Demodesk
- Docusign
- Drip
- Dropbox
- Dryrun
- Dux-Soup
- FreshBooks
- Front
- Google Calendar
- Google Contacts
- Google Maps
- Google Workspace
- Gravity Forms
- Happy Property
- HappyFox Chat
- Help Scout
- Highrise
- Homebase
- HubSpot CRM
- HubSpot Data Hub
- Integrate.io
- IntelligenceBank
- Jotform
- JustCall
- Kixie PowerCall & SMS
- Klenty
- Knock CRM
- Lead Liaison
- LeadBoxer
- Leadfeeder
- Lime Connect
- LiveChat
- Livestorm
- MRPeasy
- Mailjet
- Microsoft 365
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Teams
- NativeForms
- Opiniion
- Outfunnel
- PandaDoc
- Plecto
- Proposable
- Proposify
- QuickBooks Online
- QuickBooks Online Advanced
- QuoteWerks
- Referral Factory
- RightSignature
- Ruler Analytics
- Seamless
- ShowMojo
- Slaask
- Slack
- Slemma
- Snov.io
- SupportBee
- Surfe
- Survicate
- Talkdesk
- Talkspirit
- TimelinesAI
- Toky
- Tray.io
- Trello
- Wishpond
- Wiza
- Woodpecker.co
- Woopra
- Xero
- Yesware
- Zapier
- Zoom Workplace
- lemlist
- monday AI Work Platform
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