Pipedrive alternative

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.

OptionEmail campaignsHelp desk and live chatQuotes and invoices
LaureoOn every plan, with unlimited contacts on all plansOn Business and UltraOn every plan; card payments on Business and Ultra
PipedriveCampaigns, a paid add-on priced by subscribersNo help desk on its plans; website live chat is a LeadBooster featureSmart Docs quotes included from Premium; no invoicing
monday CRMmonday campaigns, a separate product priced by contactsmonday service, a separate productIncluded, with a monthly cap below Ultimate
Zoho CRMThe separate Zoho Campaigns appZoho Desk, a separate productFrom 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.

StepOn PipedriveOn Laureo
Capture the leadLeadBooster, included from Premium and an add-on on Lite and GrowthLead-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 dealCustom pipelines in Kanban, list and dashboard viewsKanban pipelines, lead scoring and the activity timeline on every plan
Book the meetingThe meeting scheduler, from GrowthBooking pages with Google Meet links on every plan
Send the quoteSmart Docs, included from PremiumQuotes from your products catalog on every plan
Bill the customerNot on its plan listInvoices and payment reminders on every plan; card payments on Business and Ultra
Support the customerNot on its plan listTickets, a knowledge base and live chat on Business and Ultra
Email the listCampaigns, a paid add-onEmail 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.

The verdict

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 elsewhere

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.
Feature by feature

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 takes action

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).

Security

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.

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Frequently Asked Questions

Move from Pipedrive to one platform

Bring your data over, switch on your AI agents, and run the whole sales process in one workspace.

Every plan starts with a 14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.