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Pipedrive vs servis.ai Comparison (2026)
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Good recommendations?
Overview
Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.
Empower your inside sales teams to be more organized, efficient, and effective in their sales efforts.
- 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 app4.6
71
5
4
3
2
1
49
19
3
0
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
“The reporting features, the ability to integrate with 3rd party software like Twilio and Zapier...”
LN
Lt N.
BI Developer
“Questions on features, bugs, issues, enhancements, etc. have been very well received. If we can't figure out how to do something the way we want it, the support team with FreeAgent has always been extremely helpful.”
LN
Lt N.
BI Developer
“Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed.”
LN
Lt N.
BI Developer
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
“I feel like Pipedrive has limited reporting capabilities. While the dashboard is a great feature, I wish it had more reporting functionality.”
AS
Amber S.
Business Administrator
Cons
“I find it very frustrating that you can't scroll down vertically on windows unless you adapt your fields to fit.”
SP
Sylvie P.
Commercial Representative & CRM Administrator
“The latest navigation design is not as intuitive as it was originally when we first purchased it.”
SP
Sylvie P.
Commercial Representative & CRM Administrator
“The way data is nested or lack there of is something that needs immediate attention. ”
CC
Christian C.
VP of Sales
- Vendor responds to reviews
- Last review20 days ago
- Vendor responds to reviews
- Last review3 years ago
Key features
- Total features180
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Account Management
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Automated Responses
- Automated Scheduling
- Autoresponders
- Batch Communications
- Batch Processing
- Business Card/Badge Scanning
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Management
- Call Recording
- Campaign Management
- Channel Management
- Chatbot
- Churn Management
- Click Tracking
- Client Management
- Client Tracking
- Client/Property Matching
- Code-free Development
- Collaboration Tools
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Confirmations/Reminders
- 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 Service Analytics
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Dashboard Creation
- Data Entry
- Data Extraction
- Data Import/Export
- Data Integration
- 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
- Financial 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
- For iPad Devices
- Forecasting
- Generative AI
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- HIPAA Compliant
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- List Management
- Live Chat
- Marketing Automation
- Medical History Records
- Medication History
- Meeting Management
- Messaging
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Currency
- Multi-Language
- Multi-Location
- Multiple Site Management
- Natural Language Processing
- Negative Feedback Management
- Offline Form
- Onboarding
- Online Forms
- Opportunity Management
- Pageview Tracking
- Patient Communications
- Patient Education
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Portal
- Patient Questionnaires
- Patient Records Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Pre-Configured Bot
- Predictive Analytics
- Prioritization
- Product Catalog
- Project Management
- Property Management
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-time Consumer-facing Chat
- Recommendations
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Role-Based Permissions
- Routing
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Sentiment Analysis
- Shared Contacts
- Single Sign On
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Subscriber Management
- Summary Reports
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Text Analysis
- Third-Party Integration
- Third-Party Integrations
- Time on Site Tracking
- Training Management
- Transcripts/Chat History
- Web Forms
- Web-based Deployment
- Wiki
- Workflow Management
- Total features131
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Account Management
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Automated Responses
- Automated Scheduling
- Autoresponders
- Batch Communications
- Batch Processing
- Business Card/Badge Scanning
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Management
- Call Recording
- Campaign Management
- Channel Management
- Chatbot
- Churn Management
- Click Tracking
- Client Management
- Client Tracking
- Client/Property Matching
- Code-free Development
- Collaboration Tools
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Confirmations/Reminders
- 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 Service Analytics
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Dashboard Creation
- Data Entry
- Data Extraction
- Data Import/Export
- Data Integration
- 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
- Financial 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
- For iPad Devices
- Forecasting
- Generative AI
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- HIPAA Compliant
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- List Management
- Live Chat
- Marketing Automation
- Medical History Records
- Medication History
- Meeting Management
- Messaging
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Currency
- Multi-Language
- Multi-Location
- Multiple Site Management
- Natural Language Processing
- Negative Feedback Management
- Offline Form
- Onboarding
- Online Forms
- Opportunity Management
- Pageview Tracking
- Patient Communications
- Patient Education
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Portal
- Patient Questionnaires
- Patient Records Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Pre-Configured Bot
- Predictive Analytics
- Prioritization
- Product Catalog
- Project Management
- Property Management
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-time Consumer-facing Chat
- Recommendations
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Role-Based Permissions
- Routing
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Sentiment Analysis
- Shared Contacts
- Single Sign On
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Subscriber Management
- Summary Reports
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Text Analysis
- Third-Party Integration
- Third-Party Integrations
- Time on Site Tracking
- Training Management
- Transcripts/Chat History
- Web Forms
- Web-based Deployment
- Wiki
- Workflow Management
Integrations
- Total integrations88
- Shoviv Exchange EDB Recovery Tool
- APIANT
- AWS Lambda
- Act-On
- ActiveCampaign
- ActiveDEMAND
- ActiveIQ
- Acuity Scheduling
- Agile CRM
- Aircall
- Airtable
- Amazon Simple Storage Service (S3)
- Apollo.io
- Asana
- Azure DevOps
- BambooHR
- Basecamp
- Bedrock Data
- BigCommerce
- Bind ERP
- BombBomb
- Brevo
- Calendly
- CallHippo
- CallRail
- Callmaker
- Campaign Monitor by Marigold
- Chargebee
- ClickMeeting
- ClickUp
- Clockify
- Cognito Forms
- Constant Contact
- Crossbeam
- Cvent Event Management
- Cyclr
- Datananas
- Demodesk
- Discord
- Docparser
- Docusign
- Docusign CLM
- Drip
- Dropbox
- Dryrun
- Dubsado
- Dux-Soup
- Eventbrite
- Expensify
- Five9
- FreshBooks
- Freshdesk
- Front
- GitHub
- GitLab
- Glassdoor
- GoTo Training
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Google Maps
- Google Workspace
- Gravity Forms
- HappyFox Chat
- Help Scout
- Highrise
- Hootsuite
- HubSpot Agent Hub
- HubSpot CRM
- IMAP
- Infor CloudSuite Industrial
- Integrate.io
- IntelligenceBank
- Invoice Ninja
- Jotform
- JustCall
- Keragon
- Kit
- Kixie PowerCall & SMS
- Klaviyo
- Klenty
- Lead Liaison
- LeadBoxer
- LeadIQ
- Leadfeeder
- Lime Connect
- LinkedIn for Business
- LiveChat
- Livestorm
- MRPeasy
- MailerLite
- Mailjet
- Mailshake
- Marketo Engage
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Power BI
- Microsoft SQL Server
- Microsoft Teams
- MongoDB
- MySQL
- NativeForms
- Ninja Forms
- OneDrive
- Operations Hub
- Outfunnel
- PandaDoc
- Parseur
- PayPal Payments
- Pipedrive
- Pivotal Tracker
- Plecto
- PostgreSQL
- Postman
- Process Street
- Proposable
- Proposify
- QuickBooks Bi-Directional Synchronizer
- QuickBooks Enterprise
- QuickBooks GoPayment
- QuickBooks Money
- QuickBooks Online
- QuickBooks Online Accountant
- QuickBooks Online Advanced
- QuickBooks Payroll
- QuickBooks Solopreneur
- QuickBooks Time
- Quickbooks Power BI Connector
- Quo
- QuoteWerks
- Quotient
- Referral Factory
- ReferralHero
- RightSignature
- RingCentral Engage Digital
- RingCentral Engage Voice
- RingCentral Events
- Ruler Analytics
- Sage Intacct
- Sage X3
- SamCart
- Seamless
- SendGrid
- ShipStation
- Shopify
- SignRequest
- SimpleTexting
- Slaask
- Slack
- Slemma
- Snov.io
- Squarespace
- Stannp
- Stripe Payments
- SupportBee
- Surfe
- SurveyMonkey
- Survicate
- Talkdesk
- Talkspirit
- Teachable
- Thinkific
- Tidio
- TimelinesAI
- Toky
- Tray.io
- Trello
- Twilio
- Twitter/X
- Typeform
- Unbounce
- Vidyard
- Vimeo
- Webflow
- Wishpond
- Wix
- Wiza
- WooCommerce
- Woodpecker.co
- Woopra
- WordPress
- Wrike
- Wufoo
- Xero
- Yesware
- YouCanBookMe
- YouTube
- Zapier
- Zoho CRM
- Zoho Campaigns
- Zoom Phone
- Zoom Workplace
- airSlate SignNow
- authorize.net
- lemlist
- mailparser.io
- monday AI Work Platform
- tawk.to
- Total integrations142
- Shoviv Exchange EDB Recovery Tool
- APIANT
- AWS Lambda
- Act-On
- ActiveCampaign
- ActiveDEMAND
- ActiveIQ
- Acuity Scheduling
- Agile CRM
- Aircall
- Airtable
- Amazon Simple Storage Service (S3)
- Apollo.io
- Asana
- Azure DevOps
- BambooHR
- Basecamp
- Bedrock Data
- BigCommerce
- Bind ERP
- BombBomb
- Brevo
- Calendly
- CallHippo
- CallRail
- Callmaker
- Campaign Monitor by Marigold
- Chargebee
- ClickMeeting
- ClickUp
- Clockify
- Cognito Forms
- Constant Contact
- Crossbeam
- Cvent Event Management
- Cyclr
- Datananas
- Demodesk
- Discord
- Docparser
- Docusign
- Docusign CLM
- Drip
- Dropbox
- Dryrun
- Dubsado
- Dux-Soup
- Eventbrite
- Expensify
- Five9
- FreshBooks
- Freshdesk
- Front
- GitHub
- GitLab
- Glassdoor
- GoTo Training
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Google Maps
- Google Workspace
- Gravity Forms
- HappyFox Chat
- Help Scout
- Highrise
- Hootsuite
- HubSpot Agent Hub
- HubSpot CRM
- IMAP
- Infor CloudSuite Industrial
- Integrate.io
- IntelligenceBank
- Invoice Ninja
- Jotform
- JustCall
- Keragon
- Kit
- Kixie PowerCall & SMS
- Klaviyo
- Klenty
- Lead Liaison
- LeadBoxer
- LeadIQ
- Leadfeeder
- Lime Connect
- LinkedIn for Business
- LiveChat
- Livestorm
- MRPeasy
- MailerLite
- Mailjet
- Mailshake
- Marketo Engage
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Power BI
- Microsoft SQL Server
- Microsoft Teams
- MongoDB
- MySQL
- NativeForms
- Ninja Forms
- OneDrive
- Operations Hub
- Outfunnel
- PandaDoc
- Parseur
- PayPal Payments
- Pipedrive
- Pivotal Tracker
- Plecto
- PostgreSQL
- Postman
- Process Street
- Proposable
- Proposify
- QuickBooks Bi-Directional Synchronizer
- QuickBooks Enterprise
- QuickBooks GoPayment
- QuickBooks Money
- QuickBooks Online
- QuickBooks Online Accountant
- QuickBooks Online Advanced
- QuickBooks Payroll
- QuickBooks Solopreneur
- QuickBooks Time
- Quickbooks Power BI Connector
- Quo
- QuoteWerks
- Quotient
- Referral Factory
- ReferralHero
- RightSignature
- RingCentral Engage Digital
- RingCentral Engage Voice
- RingCentral Events
- Ruler Analytics
- Sage Intacct
- Sage X3
- SamCart
- Seamless
- SendGrid
- ShipStation
- Shopify
- SignRequest
- SimpleTexting
- Slaask
- Slack
- Slemma
- Snov.io
- Squarespace
- Stannp
- Stripe Payments
- SupportBee
- Surfe
- SurveyMonkey
- Survicate
- Talkdesk
- Talkspirit
- Teachable
- Thinkific
- Tidio
- TimelinesAI
- Toky
- Tray.io
- Trello
- Twilio
- Twitter/X
- Typeform
- Unbounce
- Vidyard
- Vimeo
- Webflow
- Wishpond
- Wix
- Wiza
- WooCommerce
- Woodpecker.co
- Woopra
- WordPress
- Wrike
- Wufoo
- Xero
- Yesware
- YouCanBookMe
- YouTube
- Zapier
- Zoho CRM
- Zoho Campaigns
- Zoom Phone
- Zoom Workplace
- airSlate SignNow
- authorize.net
- lemlist
- mailparser.io
- monday AI Work Platform
- tawk.to
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