Mature sales pipeline
Years of focus on a single problem. Very complete sales automations, reports and forecasts.
Plaanly vs Pipedrive
Plaanly vs Pipedrive for small businesses
Pipedrive does one thing very well: selling. If your company is only a sales team, it may be the right pick. If you also deliver what you sell, the comparison changes.
Let's be fair
What Pipedrive does well
Integration ecosystem
A large marketplace — almost everything has a connector.
Scales to large teams
Sales teams with dozens of people and complex processes are well served.
The problem
Where it breaks in a small business
In a small business the same person sells, delivers and approves leave. A sales-only CRM leaves half the work out.
After “won”, it ends
The deal closes and the project goes to another tool — Trello, Asana, Excel. The client → project → team link is lost.
The proposal is an attachment
Generating a good-looking proposal, with options and online acceptance, needs an add-on or another app.
Priced in dollars, per module
Every extra feature is a plan up or an add-on. For a small European business the bill grows fast.
Side by side
What changes
| Pipedrive | Plaanly | |
|---|---|---|
| Sales pipeline | Very complete, with advanced automations and forecasts. | Kanban with value per stage, alerts, probabilities and feed — the essentials, no buried menus. |
| Proposals | Documents via add-on or external integration. | Native: branded templates, price packages, public link, online acceptance. |
| Projects and tasks | Projects module as a paid extra. | Included: real-time kanban, sprints, timeline, costs and margin. |
| Email sync on higher plans. | IMAP webmail included, with sequences and tracking. | |
| Via third-party integrations. | Native connection or Bitrix24 connector. | |
| Team and HR | Not covered. | Leave, payroll, recruitment, team calendar. |
| Language and support | International product and support. | European Portuguese and English, made in Portugal, human support. |
Pipedrive features as per the product's public information at the time of writing; always confirm on their site.
Migrate
Bringing the pipeline from Pipedrive
Export, import, define the stages. Open deals come in as leads; history stays as an attachment.
- 1
Export people, organisations and deals
CSV from Pipedrive. Contacts and companies import directly.
- 2
Map the stages
Pipedrive stages become Plaanly stages. Open deals become leads with value and owner.
- 3
Connect email and WhatsApp
From here each client's feed builds itself.
FAQ
Frequently asked questions
Does Plaanly have Pipedrive's automations?
It has workflows for the essentials (stage changes, notifications, email sequences). It doesn't have Pipedrive's automation depth — if you rely on it, tell us the case.
Can I use both?
You can, but Plaanly's value is in not having projects, proposals and email somewhere else.
Is there a direct Pipedrive integration?
No. Migration is via CSV.
What if I only need a CRM?
Plaanly works with the CRM alone. The other modules switch on when they make sense.
Shall we put your company in one place?
Tell us what you're using today. We'll show you how it looks in Plaanly.