ClickUp is the perfect alternative to Pipedrive

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Pipedrive has gained popularity due to its keen focus on the sales team. But this comes with its own set of trade-offs. If your team needs extensive marketing automation features Pipedrive might not be enough.

And if you're looking for detailed reporting features, you'll have to look elsewhere. But don't worry if Pipedrive doesn't meet all your requirements – we've got you covered!

Let’s dive into our reviews of the top 15 Pipedrive competitors that could become your next sales CRM software to boost business processes for sales and marketing teams.

1. ClickUpUsing ClickUp as a CRM and Managing Customer Data in ClickUp List View
Manage customer data, personal tasks, and communication in ClickUp from any device
CRM if you are looking for an all-in-one CRM and project management solution with a wide range of features for project management, team collaboration, task automation, and customer relationship management.

Starting ClickUp as your CRM software is like moving your team into a well-organized digital office. The first armenia consumer email address step is to download ClickUp’s CRM template . It provides a starting structure for managing customer relationships, including spaces, folders, and lists.

Customize the way you view and manage contacts by adding views, such as Board view for visual workflows or List view for detailed task organization and optimal resource management .

ClickUp CRM Template

Visualize your workflows with ClickUp CRM templates and Dashboard view

Need to know more about your customers? Add custom fields to track essential details , like phone numbers or preferred contact methods.

Speaking of customization, feel free to modify pre-existing CRM Workflows or create your own. They provide a quick and clear context of what phase a task is in.

Got a comment or update? Assign it to clients or team members to keep everyone in the loop. Stay connected with your team, chat, and share documents—whether on desktop, mobile, or in your browser. Automations improve efficiency by taking care of routine tasks, like changing the status of a task when a particular action is completed, freeing up space for more strategically important work.