Pipedrive alternatives? You can just use Laureo
Pipedrive alternatives that keep the kanban and add quotes, invoices and campaigns on every plan, and a help desk on Business and Ultra. Facts dated.
What are the best Pipedrive alternatives?
The best Pipedrive alternative for a small B2B team keeps the drag and drop pipeline and adds the work that follows the deal, and Laureo does that, with quotes, invoices, email campaigns and booking pages on every plan and a help desk and live chat on Business and Ultra. monday CRM and Zoho CRM are two other Pipedrive alternatives, and each sells email campaigns and the help desk as separate products or apps.
Each option in the table is judged on the tools a Pipedrive team adds after the pipeline, with every rival fact read from that vendor's own pages on October 28, 2026.
| Option | Email campaigns | Help desk and live chat | Quotes and invoices |
|---|---|---|---|
| Laureo | On every plan, with unlimited contacts on all plans | On Business and Ultra | On every plan; card payments on Business and Ultra |
| Pipedrive | Campaigns, a paid add-on priced by subscribers | No help desk on its plans; website live chat is a LeadBooster feature | Smart Docs quotes included from Premium; no invoicing |
| monday CRM | monday campaigns, a separate product priced by contacts | monday service, a separate product | Included, with a monthly cap below Ultimate |
| Zoho CRM | The separate Zoho Campaigns app | Zoho Desk, a separate product | From the Professional edition |
Is there a Pipedrive alternative with invoicing and a help desk?
Yes: Laureo sends quotes and invoices on every plan and adds a help desk with tickets, SLA targets and live chat on Business and Ultra, all in the same CRM as the pipeline. Pipedrive's plan comparison lists no invoicing and no support tickets on any plan, and its Smart Docs quotes are included only from Premium.
Mapped step by step, each job a Pipedrive team runs lands on a named Laureo tool, and every step runs in the same CRM, from the first form fill to the last support reply.
| Step | On Pipedrive | On Laureo |
|---|---|---|
| Capture the lead | LeadBooster, included from Premium and an add-on on Lite and Growth | Lead-capture forms on every plan create a company and a scored contact, and can route the lead to one rep or a round robin |
| Work the deal | Custom pipelines in Kanban, list and dashboard views | Kanban pipelines, lead scoring and the activity timeline on every plan |
| Book the meeting | The meeting scheduler, from Growth | Booking pages with Google Meet links on every plan |
| Send the quote | Smart Docs, included from Premium | Quotes from your products catalog on every plan |
| Bill the customer | Not on its plan list | Invoices and payment reminders on every plan; card payments on Business and Ultra |
| Support the customer | Not on its plan list | Tickets, a knowledge base and live chat on Business and Ultra |
| Email the list | Campaigns, a paid add-on | Email campaigns on every plan |
How do I switch from Pipedrive to Laureo?
Export your data from Pipedrive, which lists data export on every plan, then import the files into Laureo, which recognizes the Pipedrive export, maps people, organizations, deals and activities, and shows a review screen before anything is written. Connect Gmail or Outlook once the import is done, so new mail matches each person by address from then on.
The Pipedrive migration guide walks through each export file, and an import can be undone inside its undo window. You can run both tools side by side for a week or two while you check the pipeline.
Why Laureo wins against Pipedrive
- Quotes, invoices and payment reminders are built in on every plan, with no billing add-on.
- Business and Ultra include a help desk, knowledge base, public help center and live chat, with no separate help desk subscription.
- Email campaigns are built in on every plan, with unlimited contacts on all plans.
- Booking pages are built in on every plan, so you need no separate scheduling tool.
Why teams look for a Pipedrive alternative
- Reason 1Pipedrive charges for every seat, assigned or not, and its plans run from $14 on Lite to $79 on Ultimate a seat a month, billed annually.
- Reason 2Email marketing is a second purchase: Campaigns is a paid add-on priced by tier and subscriber limit, with subscriber spots bought from 1,000 to 100,000.
- Reason 3Lite has no automations, no sequences and no synced email account, and the meeting scheduler starts on Growth.
- Reason 4After the deal closes, Pipedrive's plan comparison lists no support tickets, customer knowledge base, surveys or invoicing. Laureo keeps quotes, invoices, email campaigns and booking pages in one workspace plan with one full seat included on Pro and two on Business and Ultra, and Business and Ultra add the help desk, live chat and surveys.
Laureo vs Pipedrive, feature by feature
- From deal to invoiceA quote goes out from the deal, and an accepted quote becomes an invoice that keeps the deal, on every plan, with payment reminders, and Business and Ultra collect card payments through Stripe. By comparison, Pipedrive includes Smart Docs for quotes only on Premium and higher, and its plan comparison lists no invoicing or payment collection.
- Email campaignsSegmented email campaigns go out on every plan with unlimited contacts on all plans, and Business and Ultra add A/B subject tests and open and click tracking. By comparison, Pipedrive sells Campaigns as a paid add-on, priced by tier and by the number of subscribers you buy.
- Booking meetingsBooking pages with a Google Meet link or a location you set come on every plan, and a booking creates or links the guest's contact. By comparison, Pipedrive lists its meeting scheduler on Growth and higher plans, not on Lite.
- Support after the saleBusiness and Ultra add a three-pane service inbox with SLA targets per priority, macros, a knowledge base, a public help center and a live chat widget, in the same CRM as the pipeline. By comparison, Pipedrive's Team Inbox, on Premium and higher, shares one email inbox, and its plan comparison lists no tickets, SLA targets, macros or knowledge base.
- Automation on the entry planAutomation rules, auto-tagging and lead scoring run on every plan, Business and Ultra add advanced workflows, and no rule spends AI credits. By comparison, Pipedrive gives Lite no automations and starts them on Growth.
AI that drafts real work and waits for approval
Laureo runs built-in agents that start on their own and draft the work, on monthly AI credits included in your plan, and by default every agent except Ticket Triage (on Ultra) holds each change it proposes for your approval. Ask Laureo in plain language, for example Hey Laureo, draft follow-ups for every deal that went quiet this week, and review the queue before anything is sent.
Pricing side by side
What it costs
Pipedrive starts at $14/seat/mo. The $14 Lite tier is the entry point, billed annually per seat. Smart Docs, Projects, and LeadBooster are included only from Premium, and Campaigns is a paid add-on on every plan, priced by tier and subscriber limit.
Laureo bundles the CRM, email marketing, scheduling, and AI agents in one product. One workspace plan with one full seat included on Pro and two on Business and Ultra; add seats as you grow. Pro starts at $83.33 a month billed annually ($99.99 month-to-month). Unlimited contacts on all plans, and Ultra adds cold outreach. Every plan starts with a 14-day trial for $2.99, credited to your first month.
Pricing last verified October 28, 2026. Source: As of October 2026, Pipedrive lists Lite at $14, Growth at $39, and Ultimate at $79 per seat per month billed annually (Pipedrive blog, best CRM software, checked 2026-10-28).
Your data stays yours. Role-based access, audit logging, and an approval queue: by default, every agent except Ticket Triage asks before it changes a record.
Related Resources
- ComparisonLaureo vs Pipedrive, side by side
- ComparisonPipedrive pricing
- Alternativemonday CRM alternative
- AlternativeCopper CRM alternative
- AlternativeInsightly alternative
- AlternativeAll CRM alternatives
- ComparisonPart of the CRM Buyers Guide
- PricingSee plans and pricing
- Migration GuideMove your data to Laureo
- BlogRead the related guide
Frequently Asked Questions
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