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Zoho CRM vs Pipefy Comparison (2026)

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Good recommendations?

Zoho CRM logo

Zoho CRM

Pipefy logo

Pipefy

Overview

Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.

Run any type of workflow, find process bottlenecks, and leverage automation all on one intuitive interface.

  • 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

Starting from

14

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

33

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.3

7K

5

4

3

2

1

3.5K

2.3K

781

173

84

  • Value for money
  • Ease of use
  • Features
  • Customer support
68%
would recommend this app

4.6

326

5

4

3

2

1

212

96

15

2

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

Pros

“I like Zoho CRM for its smart workflow management that automates routine tasks and it’s effective email campaign features that helps create and track personalized customer engagement.”
GO

Gabriella O.

Human resources manager

“We use it for new leads, tracking stages of leads and bookings, contact details, tasks, sending emails and more.”
SM

Sherry M.

Executive Manager

“It provides a solid combination of contact management, email communication, workflow automation, and sales tracking capabilities.”
AR

Ansuman R.

Ecom manager

Pros

“The platform allows teams to build and automate workflows without heavy technical input, helping improve efficiency and control.”
SK

Sheniga K.

Education consultant

“Overall, Pipefy offers a reliable and structured solution for managing workflows and enforcing process consistency.”
SK

Sheniga K.

Education consultant

“I was able to onboard my team easier with Pipefy it helped to ease my workload as a PM and creating the right team.”
AW

Amber W.

IT Project Manager

Cons

“It is a bit difficult while integrating with the previous crm as there are few gaps and not able to capture the few details same as the previous crm”
sc

suba c.

Customer Success Executive

“The mobile app is really frustrating when I'm out showing properties and need to update deal stages on the fly.”
AC

Andy C.

Sales Director

“Certain automation workflows are overly cumbersome to build, particularly when including multiple conditions and actions.”
AD

Alexandre D.

Secretary General

Cons

“I was really scared about losing a legal document, but now Pipefy tracks them as well.”
VN

Victor N.

Head of Engineering

“It doesn't show me how many users have each type of role so it's a little tricky to manage licenses; I'd love to see how frequently people log in, not just their last log in.”
DL

Dan L.

Product Manager

“Integration is a bit problematic”
Verified reviewer profile picture

Heena K.

Client Lead

  • Vendor responds to reviews
  • Last review4 days ago
  • Vendor responds to reviews
  • Last review6 days ago

Key features

  • Total features180
  • 360 Degree Feedback
  • @mentions
  • A/B Testing
  • AI Copilot
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Applicant Tracking
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Asset Lifecycle Management
  • Assignment Management
  • Audit Trail
  • Automated Routing
  • Autoresponders
  • Background Screening
  • Benefits Management
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Candidate Management
  • Catalog Management
  • Channel Management
  • Chat/Messaging
  • Chatbot
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Tracking
  • Conditional Logic
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Statements
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Entry
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Deal Management
  • Deployment Management
  • Discussions/Forums
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • ERP integration
  • Electronic Forms
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Email-to-Task Conversion
  • Employee Database
  • Employee Management
  • Employee Profiles
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Sharing
  • Financial Management
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • For Mac Devices
  • For No-Code Development
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Form Builder
  • Forms Automation
  • Forms Creation & Design
  • Forms Management
  • Gamification
  • General Ledger
  • Generative AI
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • IT Asset Management
  • IT Reporting
  • Incentive Management
  • Integrations Management
  • Interaction Tracking
  • Internal Chat Integration
  • Internal HR
  • Interview Management
  • Invoice Processing
  • Job Posting
  • Job Requisition
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • No-Code
  • Offboarding
  • Onboarding
  • Opportunity Management
  • Order Management
  • Orientation Workflow Management
  • Payment Collection
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Process Change Tracking
  • Process Modeling & Designing
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Tracking
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Purchasing Reports
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Receivables Ledger
  • Recruitment Management
  • Recurring Payments
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Rewards Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Spend Management
  • Status Tracking
  • Sub-Task Management
  • Supplier Management
  • Support Ticket Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Automation
  • Task Editing
  • Task Import
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time Off Management
  • Time Tracking
  • To-Do List
  • Training Management
  • Usage Tracking/Analytics
  • Vendor Management
  • Visual Modeling
  • Workflow Configuration
  • Workflow Management
  • eCommerce Management
  • Total features138
  • 360 Degree Feedback
  • @mentions
  • A/B Testing
  • AI Copilot
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Applicant Tracking
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Asset Lifecycle Management
  • Assignment Management
  • Audit Trail
  • Automated Routing
  • Autoresponders
  • Background Screening
  • Benefits Management
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Candidate Management
  • Catalog Management
  • Channel Management
  • Chat/Messaging
  • Chatbot
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Tracking
  • Conditional Logic
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Statements
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Entry
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Deal Management
  • Deployment Management
  • Discussions/Forums
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • ERP integration
  • Electronic Forms
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Email-to-Task Conversion
  • Employee Database
  • Employee Management
  • Employee Profiles
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Sharing
  • Financial Management
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • For Mac Devices
  • For No-Code Development
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Form Builder
  • Forms Automation
  • Forms Creation & Design
  • Forms Management
  • Gamification
  • General Ledger
  • Generative AI
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • IT Asset Management
  • IT Reporting
  • Incentive Management
  • Integrations Management
  • Interaction Tracking
  • Internal Chat Integration
  • Internal HR
  • Interview Management
  • Invoice Processing
  • Job Posting
  • Job Requisition
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • No-Code
  • Offboarding
  • Onboarding
  • Opportunity Management
  • Order Management
  • Orientation Workflow Management
  • Payment Collection
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Process Change Tracking
  • Process Modeling & Designing
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Tracking
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Purchasing Reports
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Receivables Ledger
  • Recruitment Management
  • Recurring Payments
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Rewards Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Spend Management
  • Status Tracking
  • Sub-Task Management
  • Supplier Management
  • Support Ticket Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Automation
  • Task Editing
  • Task Import
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time Off Management
  • Time Tracking
  • To-Do List
  • Training Management
  • Usage Tracking/Analytics
  • Vendor Management
  • Visual Modeling
  • Workflow Configuration
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations65
  • ADP Workforce Now
  • AWS Lambda
  • ActiveCampaign
  • Adobe Workfront
  • Airbrake
  • Airtable
  • Amazon Cognito
  • Amazon Redshift
  • Amazon Simple Storage Service (S3)
  • Anaplan
  • Apache Kafka
  • Asana
  • Avaya Experience Platform
  • BILL AP/AR
  • BambooHR
  • Basecamp
  • Bedrock Data
  • Bigtincan Engagement
  • Bitbucket
  • Blackbaud Raiser's Edge NXT
  • Blackbaud eTapestry
  • Box
  • Capsule
  • Celonis
  • Confluence
  • Coupa
  • Deltek Replicon Time Tracking
  • Deputy
  • Docparser
  • Docusign
  • Dropbox
  • Egnyte
  • Eventbrite
  • Evernote Teams
  • Expensify
  • FreshBooks
  • Freshdesk
  • FullContact
  • GetResponse
  • GitHub
  • GoTo Meeting
  • GoTo Webinar
  • Google Ads
  • Google Analytics 360
  • Google Calendar
  • Google Contacts
  • Google Translate
  • Google Workspace
  • Greenhouse
  • HubSpot Agent Hub
  • HubSpot CRM
  • HubSpot Data Hub
  • JIRA Service Management
  • Jenkins
  • Jira
  • Jobvite
  • Jotform
  • Kenandy Cloud ERP
  • Kixie PowerCall & SMS
  • Klenty
  • Knack
  • Knowlarity
  • Leadfeeder
  • Librato
  • LinkedIn for Business
  • Make
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft SQL Server
  • Microsoft SharePoint
  • Miro
  • Mixpanel
  • MySQL
  • Namely
  • NationBuilder
  • NetSuite
  • Netskope One Platform
  • New Relic
  • Okta
  • Oracle E-Business Suite
  • Oracle Eloqua Marketing Automation
  • OutSystems
  • Outreach
  • PGP
  • PagerDuty
  • PandaDoc
  • ParseHub
  • PayPal Payments
  • Percolate
  • Pipedrive
  • Podio
  • PostgreSQL
  • Professional Services Cloud
  • Propel
  • Proposify
  • QuickBooks Online
  • Quickbase
  • QuoteWerks
  • Quoter
  • Revel Systems
  • RingCX
  • Rollbar
  • SAP Concur
  • SAP SuccessFactors HCM
  • SMS-Magic
  • Saasu
  • Sage Intacct
  • Salesforce Marketing Cloud
  • Salesforce Platform
  • Salesforce Sales Cloud
  • SendGrid
  • ServiceM8
  • ServiceMax
  • Shopify
  • Showpad
  • SimplyCast
  • Skyvia
  • Slack
  • Smartsheet
  • Snowflake
  • SolarWinds Pingdom
  • Stripe Payments
  • SurveyMonkey
  • Tango
  • TaskRay
  • TrackVia
  • Tradeshift
  • Trello
  • TriNet HR Plus
  • TrueContext
  • Twilio
  • Twitter/X
  • Typeform
  • Unbounce
  • Veeva CRM
  • Webex Suite
  • WooCommerce
  • WordPress
  • Workato
  • Workday HCM
  • Wrike
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho Analytics
  • Zoho Assist
  • Zoho Billing
  • Zoho Books
  • Zoho CRM
  • Zoho Campaigns
  • Zoho Cliq
  • Zoho Creator
  • Zoho Desk
  • Zoho Expense
  • Zoho Forms
  • Zoho Invoice
  • Zoho Mail
  • Zoho Meeting
  • Zoho Projects
  • Zoho SalesIQ
  • Zoho Sign
  • Zoho Social
  • Zoho Survey
  • Zoho Writer
  • Zoom Workplace
  • Zuora
  • iQuoteXpress
  • mailparser.io
  • Total integrations126
  • ADP Workforce Now
  • AWS Lambda
  • ActiveCampaign
  • Adobe Workfront
  • Airbrake
  • Airtable
  • Amazon Cognito
  • Amazon Redshift
  • Amazon Simple Storage Service (S3)
  • Anaplan
  • Apache Kafka
  • Asana
  • Avaya Experience Platform
  • BILL AP/AR
  • BambooHR
  • Basecamp
  • Bedrock Data
  • Bigtincan Engagement
  • Bitbucket
  • Blackbaud Raiser's Edge NXT
  • Blackbaud eTapestry
  • Box
  • Capsule
  • Celonis
  • Confluence
  • Coupa
  • Deltek Replicon Time Tracking
  • Deputy
  • Docparser
  • Docusign
  • Dropbox
  • Egnyte
  • Eventbrite
  • Evernote Teams
  • Expensify
  • FreshBooks
  • Freshdesk
  • FullContact
  • GetResponse
  • GitHub
  • GoTo Meeting
  • GoTo Webinar
  • Google Ads
  • Google Analytics 360
  • Google Calendar
  • Google Contacts
  • Google Translate
  • Google Workspace
  • Greenhouse
  • HubSpot Agent Hub
  • HubSpot CRM
  • HubSpot Data Hub
  • JIRA Service Management
  • Jenkins
  • Jira
  • Jobvite
  • Jotform
  • Kenandy Cloud ERP
  • Kixie PowerCall & SMS
  • Klenty
  • Knack
  • Knowlarity
  • Leadfeeder
  • Librato
  • LinkedIn for Business
  • Make
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft SQL Server
  • Microsoft SharePoint
  • Miro
  • Mixpanel
  • MySQL
  • Namely
  • NationBuilder
  • NetSuite
  • Netskope One Platform
  • New Relic
  • Okta
  • Oracle E-Business Suite
  • Oracle Eloqua Marketing Automation
  • OutSystems
  • Outreach
  • PGP
  • PagerDuty
  • PandaDoc
  • ParseHub
  • PayPal Payments
  • Percolate
  • Pipedrive
  • Podio
  • PostgreSQL
  • Professional Services Cloud
  • Propel
  • Proposify
  • QuickBooks Online
  • Quickbase
  • QuoteWerks
  • Quoter
  • Revel Systems
  • RingCX
  • Rollbar
  • SAP Concur
  • SAP SuccessFactors HCM
  • SMS-Magic
  • Saasu
  • Sage Intacct
  • Salesforce Marketing Cloud
  • Salesforce Platform
  • Salesforce Sales Cloud
  • SendGrid
  • ServiceM8
  • ServiceMax
  • Shopify
  • Showpad
  • SimplyCast
  • Skyvia
  • Slack
  • Smartsheet
  • Snowflake
  • SolarWinds Pingdom
  • Stripe Payments
  • SurveyMonkey
  • Tango
  • TaskRay
  • TrackVia
  • Tradeshift
  • Trello
  • TriNet HR Plus
  • TrueContext
  • Twilio
  • Twitter/X
  • Typeform
  • Unbounce
  • Veeva CRM
  • Webex Suite
  • WooCommerce
  • WordPress
  • Workato
  • Workday HCM
  • Wrike
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho Analytics
  • Zoho Assist
  • Zoho Billing
  • Zoho Books
  • Zoho CRM
  • Zoho Campaigns
  • Zoho Cliq
  • Zoho Creator
  • Zoho Desk
  • Zoho Expense
  • Zoho Forms
  • Zoho Invoice
  • Zoho Mail
  • Zoho Meeting
  • Zoho Projects
  • Zoho SalesIQ
  • Zoho Sign
  • Zoho Social
  • Zoho Survey
  • Zoho Writer
  • Zoom Workplace
  • Zuora
  • iQuoteXpress
  • mailparser.io