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Milestone Planner vs Pipedrive Comparison

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Overview

A powerfully simple way to agree and track who does what, by when. Create milestones, assign owners and track your progress...

Category Leaders

Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

  • 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

3.21

Per month

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

Starting from

15

Per month

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

User reviews

ic-pricetag

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

4.5

2.5K

5

4

3

2

1

1.6K

743

114

28

17

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

Pros

Not enoughreviews yet

Pros

Overall, Pipedrive has been an awesome tool. It helps stay focused on the most important stuff.
The quote management function is the best part of this, reminding you of outstanding quotes and previous approved deals.
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.

Cons

Not enoughreviews yet

Cons

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.
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.
The customer service and the overall functionality of this product is terrible.
  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last review4 days ago

Key features

  • Total features7
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Auto-Responders
  • 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
  • Cataloging/Categorization
  • 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
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Due Date Tracking
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Management
  • For AEC Industry
  • For Financial Institutions
  • 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
  • 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
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Medical History Records
  • Meeting Management
  • Milestone Tracking
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Currency
  • Multi-Language
  • Multiple Site Management
  • Negative Feedback Management
  • Offline Form
  • Online Forms
  • Opportunity Management
  • Pageview Tracking
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Pre-Configured Bot
  • Predictive Analytics
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Projections
  • Property Management
  • Proposal Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Notifications
  • Real-time Consumer-facing Chat
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Statistical Analysis
  • Summary Reports
  • Survey/Poll Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Time on Site Tracking
  • Transcripts/Chat History
  • Transfers/Routing
  • Visual Analytics
  • Visualization
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Management
  • Total features160
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Auto-Responders
  • 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
  • Cataloging/Categorization
  • 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
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Due Date Tracking
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Management
  • For AEC Industry
  • For Financial Institutions
  • 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
  • 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
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Medical History Records
  • Meeting Management
  • Milestone Tracking
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Currency
  • Multi-Language
  • Multiple Site Management
  • Negative Feedback Management
  • Offline Form
  • Online Forms
  • Opportunity Management
  • Pageview Tracking
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Pre-Configured Bot
  • Predictive Analytics
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Projections
  • Property Management
  • Proposal Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Notifications
  • Real-time Consumer-facing Chat
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Statistical Analysis
  • Summary Reports
  • Survey/Poll Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Time on Site Tracking
  • Transcripts/Chat History
  • Transfers/Routing
  • Visual Analytics
  • Visualization
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Management

Integrations

  • Total integrationsN/A
  • Asana
  • Basecamp
  • Dropbox Business
  • GitHub
  • GitLab
  • Gmail
  • Google Calendar
  • Google Drive
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Teams
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations573
  • Asana
  • Basecamp
  • Dropbox Business
  • GitHub
  • GitLab
  • Gmail
  • Google Calendar
  • Google Drive
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Teams
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Xero
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

AvatarImg
AvatarImg

Seth B.

Verified reviewer

Financial Services, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipedrive logo

Pipedrive

Fast, Easy, Lots of Updates

Reviewed 4 years ago

It's an awesome platform that allows me to track practically everything I need to and to share all of those things with my team. I love the collaboration, the ease of use and simplicity, and the ability to play with it to make it my own.

Pros

Ease of use. It's very easy to access, the mobile app is awesome, and the web-based platform is so much faster than a traditional CRM that is software based.

Cons

Sometimes I wish it was a little more robust for automating communication (i.e. if we completed a milestone it would send out an e-mail), but overall, this has not been a significant issue.

AvatarImg
AvatarImg

Stacey A.

Verified reviewer

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipedrive logo

Pipedrive

One of my favorite tools to use

Reviewed 4 years ago
Pros

The ease of use and the visual user interface and experience is really stellar. I also like the integrations with G Suite and ActiveCampaign

Cons

I REALLY wished PipeDrive had a robust email campaign and sequence flow planner similar to ActiveCampaign, AgileCRM, Infusionsoft or Ontraport. If this was available, they would blow the others out of the water.