Pipedrive vs Redtail CRM

Salesforce Sales Cloud

Zoho CRM

HubSpot Marketing Hub

monday.com

Wealthbox

SmartOffice

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

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

HubSpot CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

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.

Pipedrive is a sales management tool that gets sales teams organized. It helps you focus on the activities that drive deals to close.

Access Controls/Permissions

Accounting

Account Management

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/Reminder System

Calendar Sync

Call List Management

Call Management

Call Recording

Campaign Management

Chatbot

Churn Management

Click Tracking

Client/Property Matching

Client Tracking

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

Forecasting

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

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

Reviews for Pipedrive come from a wide variety of industries, including computer software (14% of reviewers), marketing and advertising (11%), and information technology and services (8%). The most frequent use case for Pipedrive cited by reviewers is CRM (65% of reviewers).

Users and use cases

Reviewers appreciate Pipedrive’s affordable entry-level plans and free trials, and they value the lack of contracts or hidden fees. Some users report that advanced features and add-ons increase costs, and they find the absence of a permanent free plan disappointing.

Value for money

The Pipedrive integrations most frequently cited by reviewers are: Gmail (an email management product rated 4.7 out of 5 for its integration with Pipedrive), Zapier (an integration product, 4.9), and Mailchimp (an email marketing product, 4.5).

Integrations

Pipedrive is a CRM program with key features that include sales pipeline management, contact database, lead management, reporting and analytics, and more.

Pipedrive

Web-based

Linux

iPad

Android

iPhone

Windows

Lite

Growth

Premium

Ultimate

Sr. Manager Investor Relations

Our Biz Development department leans heavily on Pipe Drive for sales and fundraising efforts, tracking when leads open emails, look at offering documents and much more.

The verification process can last couple of days. If you for example want to send the campaign during the weekend, and the verification pops up then the soonest date you'll be unblocked is after the weekend.

Bookkeeper

The search feature, as silly as this sounds, while it works fine, I wish it would have more filter options so I wouldn't have to scroll endlessly.

Creative Director

I use Pipedrive to track opportunities, set deadlines for follow-ups and get a thirty thousand foot view of how, when, and from where my leads are generated, signed.

Pipedrive unites many products and functions under one umbrella, from lead capture and website chat to bulk emails, calendar setting, and project management.

The tool has allowed us to build powerful sales automation (Activecampaign, Zapier, Calendly, Clickfunnels, etc) to empower our team to focus on closing more deals.

Analyst

it works flawlessly both on your computer and on your mobile, uses gamification to boost the conversation rate of lead capture, and the ability to prioritize tasks effectively  

Account Executive

It actively reminds me of prospects that are stalled and can set up automations to help progress prospects forward

Marketing Associate

We need to have lots of different notes and details and variables for our business, like leads versus deals, and then for each contact we need to know where we got that client, why, what organization they are a part of, the organization's address, phone number, and the individuals addresses/phone, plus we are able to add activities, notes, whether the lead is cold, warm, hot, etc.

Managing Director

Pipedrive has been a huge help in organizing and tracking our leads from first contact through close.

No joke, you could pull up a lead and know their eye color, favorite food, where you met them, and even input a note detailing an important detail in your conversation with them, that you can drop into your next conversation.

In theory, this program can fix employee turnover training times - new employees just have to open up a lead, and every and any detail they need to know is there for reference, from the last employee that handled that account.

General Manager of Manufacturing

The tools allow our small team to keep track of emails, leads, and lead stages all from a single dashboard.

SEO EXECUTIVE

Pipedrive help me to track my leads in 1 place i can track my leads track the sales at one place.

One disadvantage to using Pipedrive is that you have to pay extra to use some custom fields in the reports, and the fee can be rather high, especially if you want to unlock all of the features.

The only cons are that not all of my other marketing tools integrate seamlessly into Pipedrive, resulting in some extra typing to update inbound leads.  

Head of Sales Operations

With insightful reports and a functional mobile app, Pipedrive is a user-friendly CRM that significantly boosts our productivity.

I appreciate Pipedrive's straightforward user interface, its flexibility for customization, and its extensive range of integrations, which is unmatched in its category.

Data Scientist

Pipedrive also offers tons of content to introduce and maintain your knowledge about SalesOps and what fits best with your deals workflow.

Owner

Only thing is, sometimes it takes a bit long to load when you’ve got too many deals open or switching between pipelines.

Sales Development Representative

Overall, having readily available information, for the sales team allows quick access to deals in seconds, making the process more efficient and effective.

Head of Sales

It was great for the period we used it in our startup, once you start getting more complex and need more scalability you need to jump to a more complex CRM

Business Development Manager and Senior Marketing Strategist

We've run a few zapier integrations and direct api integrations with other tools in our tech stack to build up our experience on the platform.

It allows for a lot of information to be stored.

Head of Growth

The alerts, activities and send from Pipedrive features are great for keeping organised and the forecasting function is decent too.

Manager

Trying to get specific numbers or custom views is tricky without doing workarounds outside this tool.

Sales Rep

I liked having customer information all in one place and being able to schedule tasks in advance.

Head of Operations

After our original Administrator left the company, Pipedrive made it impossible for us to change the Administrator on our account, yet they continued to charge our credit card.  

Marketing and Communications Manager

The basics are covered (what we need for now) but I miss good reports for newsletters and the ability for tracking clicks from newsletters to our website.

Office Manager

It's a good CRM, I like how it looks, I enjoyed the pipeline feature and especially the graphics when you sell a job.

Product Marketing Manager

If you delete an old email address of a person—for example, if someone changes jobs and companies—all emails sent to that old address will disappear.

It’s simple and powerful for managing leads, automating tasks, and improving follow-ups.

During the verification process you can't proceed with your campaigns.

Overall, I'm using Pipedrive to track deals for about $650K in revenue.

Marketing Director

Their visual sales pipeline makes tracking leads is pretty intuitive.

Executive

I would like better reporting availability options so I can see different levels of how the pipeline is being done, especially in the won my section

However, I do miss some features like prioritizing important fields based on the deal or the stage of the person/organization in the pipeline.

Head Of Transition Change

Email Integration is pretty solid, if you team are able to be transparent adds a lot of clarity to deals/organisations.

Senior Analyst

Customer Support, CRM's customer support is of no use. When you explain your problems to them, they keep on asking 1000 question more, share print screen more, but unable to solve the problem.

Member of the board

However, then I realised that it does not have basic outlook integration and only the next package has it that is 34 EUR per month.

Would be great to have it's own crm telephony.

Product Development Lead

We can have our Sales team use Pipedrive almost exclusively and talk about looking for an alternatives hasn't come up yet, neither from the IT nor the Sales team

Account Manager

The insight option for all emails provides tremendous value in of itself.

Pipedrive vs Redtail CRM Comparison (2026)

Pipedrive

Redtail CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives