# Pipedrive vs Planhat Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Pipedrive excels in user experience, with many users highlighting its intuitive interface and powerful sales automation tools. One user mentioned, "It's like having an assistant, telling me what to do every day," showcasing how it effectively supports daily tasks.
- **Users say** that Pipedrive's ease of setup is a significant advantage, with reviewers appreciating the quick implementation process. They noted the intuitive onboarding wizard, which helps new users get started without hassle, contrasting with Planhat's more complex setup experience.
- **Reviewers mention** that Pipedrive offers superior integration capabilities, particularly with email and automation features. Users find it easy to sort clients and manage communications, which enhances productivity, while Planhat users express a desire for more robust integration options.
- **According to verified reviews** , Pipedrive's support quality is highly rated, with users appreciating the responsive assistance they receive. In contrast, while Planhat's support is also rated well, some users feel there is still room for improvement in responsiveness and availability.
- **Users highlight** that Pipedrive's reporting and dashboard features are particularly strong, allowing for effective tracking of sales performance. One user noted the ability to create detailed reports easily, which is a crucial feature for sales teams, whereas Planhat's reporting capabilities are seen as less comprehensive.
- **G2 reviewers indicate** that while Planhat has a strong focus on customer success management, it may not be as versatile for broader sales processes compared to Pipedrive. Users appreciate Planhat's potential for organizing customer data but note that it lacks some of the sales-specific functionalities that Pipedrive offers.



| | Pipedrive | Planhat | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 3,038 | 926 | 
| **Largest Market Segment** | Small-Business (72.8% of reviews) | Mid-Market (61.0% of reviews) | 
| **Entry Level Price** | $24.00 1 Seats Per Month | Custom | 

---
## Top Pros & Cons

### Pipedrive

Pros:
- Ease of Use (574 reviews)
- Intuitive (274 reviews)

Cons:
- Missing Features (230 reviews)
- Limited Features (151 reviews)

### Planhat

Pros:
- Ease of Use (215 reviews)
- Customer Support (155 reviews)

Cons:
- Learning Curve (113 reviews)
- Complexity (78 reviews)

---
## Ratings Comparison
| Rating | Pipedrive | Planhat | 
|---|---|---|
  | **Meets Requirements** | 8.5 (2620 reviews) | 8.6 (755 reviews) | 
  | **Ease of Use** | 8.9 (2660 reviews) | 8.3 (764 reviews) | 
  | **Ease of Setup** | 8.7 (1669 reviews) | 7.5 (520 reviews) | 
  | **Ease of Admin** | 8.6 (1023 reviews) | 8.2 (463 reviews) | 
  | **Quality of Support** | 8.4 (2240 reviews) | 9.2 (731 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.7 (991 reviews) | 9.3 (460 reviews) | 
  | **Product Direction (% positive)** | 8.8 (2577 reviews) | 9.2 (706 reviews) | 

---
## Pricing

### Pipedrive

#### Entry-Level Pricing

Plan: Lite

Price: $24.00 1 Seats Per Month

Description: per month per user.
14$ / month billed annually

Key Features:
- Organize your sales in one simple, intuitive workspace:
- Lead, calendar and pipeline management
- Sales Assistant and AI-generated reports

[Browse all 4 editions](https://www.g2.com/products/pipedrive/pricing)

#### Free Trial

Yes

### Planhat

#### Entry-Level Pricing

Plan: From Start-up to Enterprise

Price: Custom

Description: Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/


[Learn more about Planhat](https://www.g2.com/products/planhat/reviews)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | 7.9/10 | 2341 |
| **Planhat** | 7.0/10 | 56 |

#### Sales Force Automation

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Contact & Account Management** | 8.5 (2050 reviews) ✓ Verified | 8.4 (29 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 7.5 (25 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 8.9 (2128 reviews) ✓ Verified | 7.5 (25 reviews) | 
| **Task / Activity Management** | 8.6 (2111 reviews) ✓ Verified | 8.3 (29 reviews) | 
| **Territory & Quota Management** | 7.7 (1617 reviews) ✓ Verified | 6.7 (24 reviews) | 
| **Desktop Integration** | 8.4 (1129 reviews) ✓ Verified | 8.7 (26 reviews) | 
| **Product & Price List Management** | 7.7 (1615 reviews) ✓ Verified | 7.0 (23 reviews) | 
| **Quote & Order Management** | 7.7 (1570 reviews) | 6.2 (24 reviews) | 
| **Customer Contract Management** | 7.8 (1674 reviews) | 6.5 (25 reviews) | 

#### Marketing Automation

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Email Marketing** | 7.5 (1517 reviews) ✓ Verified | 7.4 (28 reviews) | 
| **Campaign Management** | 7.5 (1494 reviews) ✓ Verified | 6.9 (27 reviews) | 
| **Lead Management** | 8.5 (1863 reviews) ✓ Verified | 5.9 (25 reviews) | 
| **Marketing ROI Analytics** | 7.5 (1447 reviews) ✓ Verified | 5.3 (25 reviews) | 

#### Customer Support

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Case Management** | 7.9 (1008 reviews) | 7.2 (27 reviews) | 
| **Customer Support Portal** | 7.8 (988 reviews) | 7.0 (28 reviews) | 
| **Knowledge Base** | 8.0 (1020 reviews) | 7.4 (28 reviews) | 
| **Call Center Features** | 7.5 (1475 reviews) | 5.8 (24 reviews) | 
| **Support Analytics** | 7.7 (961 reviews) | 6.3 (24 reviews) | 

#### Reporting & Analytics

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Reporting** | 8.0 (1879 reviews) ✓ Verified | 7.7 (30 reviews) | 
| **Dashboards** | 8.3 (1965 reviews) ✓ Verified | 7.5 (30 reviews) | 
| **Forecasting** | 7.9 (1722 reviews) ✓ Verified | 7.0 (26 reviews) | 

#### Mobile & Social

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Social Collaboration Features** | 7.6 (1425 reviews) ✓ Verified | 6.2 (24 reviews) | 
| **Social Network Integration** | 7.4 (1376 reviews) ✓ Verified | 5.6 (23 reviews) | 
| **Mobile User Support** | 7.9 (1592 reviews) ✓ Verified | 5.0 (23 reviews) | 

#### Platform

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Customization** | 8.2 (1352 reviews) ✓ Verified | 8.7 (51 reviews) | 
| **Workflow Capability** | 8.3 (1349 reviews) | 8.3 (50 reviews) | 
| **User, Role, and Access Management** | 8.4 (1360 reviews) ✓ Verified | 8.6 (50 reviews) | 
| **Internationalization** | 8.2 (1169 reviews) ✓ Verified | 7.4 (47 reviews) | 
| **Sandbox / Test Environments** | 7.3 (1059 reviews) ✓ Verified | 5.6 (44 reviews) | 
| **Document & Content Mgmt.** | 7.8 (1173 reviews) | 6.7 (46 reviews) | 
| **Performance and Reliability** | 8.8 (1338 reviews) ✓ Verified | 8.3 (48 reviews) | 
| **Output Document Generation** | 7.8 (1126 reviews) | 7.1 (46 reviews) | 

#### Integration

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Data Import & Export Tools** | 8.1 (1233 reviews) ✓ Verified | 7.7 (40 reviews) | 
| **Integration APIs** | 8.0 (1171 reviews) ✓ Verified | 7.8 (40 reviews) | 
| **Breadth of Partner Applications** | 7.9 (1100 reviews) ✓ Verified | 7.4 (38 reviews) | 

#### Generative AI

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **AI Text Generation** | Feature Not Available | 7.0 (18 reviews) | 

#### Agentic AI - CRM

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 7.3 (171 reviews) | 6.1 (17 reviews) | 
| **Multi-step Planning** | 7.6 (173 reviews) | 6.4 (17 reviews) | 
| **Cross-system Integration** | 7.5 (174 reviews) | 6.7 (18 reviews) | 
| **Adaptive Learning** | 7.3 (170 reviews) | 5.9 (17 reviews) | 
| **Natural Language Interaction** | 7.3 (171 reviews) | 6.5 (16 reviews) | 
| **Proactive Assistance** | 7.3 (170 reviews) | 6.1 (16 reviews) | 
| **Decision Making** | 7.6 (172 reviews) | 6.0 (16 reviews) | 

### Email Marketing

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | 7.8/10 | 256 |
| **Planhat** | N/A | N/A |

#### Email Marketing

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Email and Mobile Preview** | 8.2 (211 reviews) | Not enough data | 
| **Manage Email Lists** | 8.2 (212 reviews) | Not enough data | 
| **High-Volume Sending** | 7.8 (206 reviews) | Not enough data | 
| **Building and Personalizing Emails** | 8.2 (209 reviews) | Not enough data | 
| **Sending Outbound Emails** | 8.3 (212 reviews) | Not enough data | 
| **Manage Email Deliverability** | 8.2 (207 reviews) | Not enough data | 
| **Automated Email Responses** | 7.9 (206 reviews) | Not enough data | 
| **Multi-user Account** | 8.2 (203 reviews) | Not enough data | 
| **Surveys** | 7.5 (197 reviews) | Not enough data | 

#### Reporting & Analytics

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **A/B Testing** | 7.5 (192 reviews) | Not enough data | 
| **Basic Reporting** | 8.2 (205 reviews) | Not enough data | 

#### Generative AI

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **AI Text Generation** | Feature Not Available | Not enough data | 
| **AI Text Summarization** | Feature Not Available | Not enough data | 

#### Agentic AI - Email Marketing

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 7.0 (25 reviews) | Not enough data | 
| **Autonomous Task Execution** | 6.9 (25 reviews) | Not enough data | 
| **Multi-step Planning** | 7.3 (25 reviews) | Not enough data | 
| **Cross-system Integration** | 7.5 (24 reviews) | Not enough data | 
| **Cross-system Integration** | 7.5 (25 reviews) | Not enough data | 

#### Integration

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Data Import & Export Tools** | 8.2 (227 reviews) | Not enough data | 
| **Integration APIs** | 7.8 (224 reviews) | Not enough data | 
| **Breadth of Partner Applications** | 7.9 (221 reviews) | Not enough data | 
| **CRM Integration** | 8.2 (221 reviews) | Not enough data | 
| **Social Media Integration** | 7.2 (213 reviews) | Not enough data | 
| **E-Commerce Integration** | 7.3 (210 reviews) | Not enough data | 

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | N/A | N/A |
| **Planhat** | 7.8/10 | 614 |

#### Customer Information

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Customer Health Scores** | Not enough data | 8.7 (566 reviews) ✓ Verified | 
| **Customer Monitoring** | Not enough data | 8.8 (552 reviews) ✓ Verified | 
| **Customer Profiles** | Not enough data | 8.8 (569 reviews) ✓ Verified | 
| **Playbooks** | Not enough data | 8.2 (548 reviews) ✓ Verified | 
| **Customer Segments** | Not enough data | 8.5 (515 reviews) ✓ Verified | 
| **Product Engagement** | Not enough data | 8.0 (494 reviews) ✓ Verified | 
| **Surveys** | Not enough data | 7.2 (422 reviews) ✓ Verified | 

#### Predictions

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Churn Risk** | Not enough data | 7.9 (501 reviews) ✓ Verified | 
| **Upsell Opportunities** | Not enough data | 7.5 (435 reviews) ✓ Verified | 
| **Custom Triggers** | Not enough data | 8.3 (496 reviews) ✓ Verified | 
| **Machine Learning** | Not enough data | 6.7 (350 reviews) ✓ Verified | 

#### Platform

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Reporting & Dashboards** | Not enough data | 8.3 (556 reviews) ✓ Verified | 
| **API & Integrations** | Not enough data | 8.1 (529 reviews) ✓ Verified | 
| **Data Import & Export Tools** | Not enough data | 8.2 (491 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.5 (506 reviews) ✓ Verified | 
| **Notifications** | Not enough data | 8.2 (523 reviews) ✓ Verified | 
| **Customization** | Not enough data | 8.6 (532 reviews) ✓ Verified | 
| **Scalability** | Not enough data | 8.8 (513 reviews) ✓ Verified | 
| **Data Security** | Not enough data | 8.9 (475 reviews) ✓ Verified | 
| **Performance & Reliability** | Not enough data | 8.5 (524 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.8 (523 reviews) ✓ Verified | 

#### Generative AI

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.1 (170 reviews) | 
| **AI Text Summarization** | Not enough data | 6.2 (174 reviews) | 

#### Agentic AI - Customer Success

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.3 (98 reviews) | 
| **Multi-step Planning** | Not enough data | 6.7 (98 reviews) | 
| **Cross-system Integration** | Not enough data | 6.8 (101 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.5 (97 reviews) | 
| **Proactive Assistance** | Not enough data | 6.2 (99 reviews) | 

### Subscription Revenue Management

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | N/A | N/A |
| **Planhat** | 7.7/10 | 125 |

#### Billing and Payments

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Payment Terms** | Not enough data | 7.9 (80 reviews) | 
| **Personalized Billing** | Not enough data | 7.6 (68 reviews) | 
| **Custom Pricing** | Not enough data | 7.5 (74 reviews) | 

#### Revenue Recognition

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Usage Tracking** | Not enough data | 8.2 (97 reviews) | 
| **Deferred Revenue** | Not enough data | 7.0 (69 reviews) | 
| **Revenue Accrual** | Not enough data | 7.5 (74 reviews) | 

#### Revenue Optimization

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **At-Risk Customers** | Not enough data | 8.1 (103 reviews) | 
| **Offer Optimization** | Not enough data | 7.4 (78 reviews) | 
| **Customer Churn** | Not enough data | 8.2 (106 reviews) | 
| **Revenue Forecasting** | Not enough data | 7.8 (92 reviews) | 

### Product Analytics

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | N/A | N/A |
| **Planhat** | 7.8/10 | 88 |

#### Product Analytics

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Account-Level Analytics** | Not enough data | 8.6 (81 reviews) | 
| **User-Level Analytics** | Not enough data | 8.2 (81 reviews) | 
| **Segmentation** | Not enough data | 8.9 (77 reviews) | 
| **Funnels** | Not enough data | 7.7 (66 reviews) | 
| **Alerts** | Not enough data | 8.4 (79 reviews) | 
| **Multi-Product Analytics** | Not enough data | 8.3 (67 reviews) | 
| **User Scoring** | Not enough data | 8.3 (75 reviews) | 
| **Integrations** | Not enough data | 8.5 (81 reviews) | 

#### Agentic AI - Product Analytics

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.5 (19 reviews) | 
| **Cross-system Integration** | Not enough data | 7.0 (18 reviews) | 
| **Adaptive Learning** | Not enough data | 6.2 (17 reviews) | 
| **Proactive Assistance** | Not enough data | 6.6 (18 reviews) | 

#### Behavioral Analytics - Product Analytics

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Multi-Product Analytics** | Not enough data | Not enough data | 
| **User level Analytics** | Not enough data | Not enough data | 
| **Account level Analytics** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Funnels** | Not enough data | Not enough data | 

#### Platform Infrastructure - Product Analytics

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Cross System integrations** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

#### AI driven optimization - Product Analytics

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **User scoring** | Not enough data | Not enough data | 
| **Adaptive learning** | Not enough data | Not enough data | 
| **Automated insights** | Not enough data | Not enough data | 
| **Autonomous task execution** | Not enough data | Not enough data | 

### Customer Data Platform (CDP)

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | N/A | N/A |
| **Planhat** | 7.1/10 | 229 |

#### Data Sourcing

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Data Enrichment** | Not enough data | 8.3 (182 reviews) | 
| **Expandability** | Not enough data | 8.4 (175 reviews) | 
| **Content Marketing** | Not enough data | 6.4 (139 reviews) | 
| **Multiple Devices** | Not enough data | 7.3 (141 reviews) | 

#### Intelligence

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Marketing Metrics** | Not enough data | 6.3 (121 reviews) | 
| **Predictive Modeling** | Not enough data | 6.5 (129 reviews) | 
| **Recommendation Engine** | Not enough data | 6.5 (124 reviews) | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | N/A | N/A |
| **Planhat** | 7.4/10 | 128 |

#### Sales Team

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Flexible Sales Process** | Not enough data | 7.7 (89 reviews) | 
| **Training Mode** | Not enough data | 7.3 (88 reviews) | 
| **Playbooks** | Not enough data | 8.0 (108 reviews) | 

#### Intelligence

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Opportunity Identification** | Not enough data | 7.6 (99 reviews) | 
| **Zero-touch Renewals** | Not enough data | 7.4 (89 reviews) | 
| **Smart Content** | Not enough data | 7.2 (86 reviews) | 

#### Mapping

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Multiple Org Charts** | Not enough data | 6.9 (84 reviews) | 
| **Stakeholder Roles** | Not enough data | 8.2 (99 reviews) | 

#### Agentic AI - Customer Revenue Optimization

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.0 (28 reviews) | 
| **Cross-system Integration** | Not enough data | 7.3 (28 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (28 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.3 (28 reviews) | 
| **Proactive Assistance** | Not enough data | 6.7 (27 reviews) | 
| **Decision Making** | Not enough data | 7.2 (29 reviews) | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | N/A | N/A |
| **Planhat** | 7.7/10 | 179 |

#### Platform Basics

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Templates** | Not enough data | 8.0 (167 reviews) | 
| **Exporting** | Not enough data | 7.9 (152 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.2 (146 reviews) | 
| **Multiple Personas** | Not enough data | 7.7 (132 reviews) | 
| **Data Analytics ** | Not enough data | 7.8 (137 reviews) | 

#### Agentic AI - Customer Journey Mapping

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.4 (36 reviews) | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | N/A | N/A |
| **Planhat** | 6.7/10 | 161 |

#### Content

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Document Collaboration** | Not enough data | 7.2 (122 reviews) | 
| **Versioning** | Not enough data | 6.8 (102 reviews) | 
| **E-Signature** | Not enough data | 5.7 (97 reviews) | 
| **File Request** | Not enough data | 6.2 (93 reviews) | 
| **Feedback** | Not enough data | 7.1 (108 reviews) | 

#### Collaboration

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | 6.5 (103 reviews) | 
| **Instant Messaging** | Not enough data | 6.3 (100 reviews) | 
| **Project Management** | Not enough data | 8.0 (124 reviews) | 
| **Analytics** | Not enough data | 8.0 (139 reviews) | 
| **Time Tracking** | Not enough data | 7.3 (104 reviews) | 
| **Mobile Application** | Not enough data | 4.7 (85 reviews) | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | N/A | N/A |
| **Planhat** | 8.1/10 | 289 |

#### Onboarding Setup

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Workflows** | Not enough data | 8.6 (252 reviews) | 
| **Templates** | Not enough data | 8.1 (256 reviews) | 
| **Checklists** | Not enough data | 8.6 (258 reviews) | 

#### Project Tracking

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Monitoring** | Not enough data | 8.2 (235 reviews) | 
| **Resources** | Not enough data | 7.7 (201 reviews) | 
| **Content** | Not enough data | 8.0 (211 reviews) | 
| **Tasks** | Not enough data | 8.4 (255 reviews) | 
| **Optimization** | Not enough data | 7.9 (208 reviews) | 

#### Customer Engagement

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Portal** | Not enough data | 7.7 (229 reviews) | 
| **Engagement** | Not enough data | 8.0 (224 reviews) | 
| **Branding** | Not enough data | 7.4 (213 reviews) | 
| **Visibility** | Not enough data | 8.3 (229 reviews) | 
| **Collaboration** | Not enough data | 8.1 (233 reviews) | 

### Online Form Builder

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | 7.6/10 | 81 |
| **Planhat** | N/A | N/A |

#### Customization

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Custom Fields** | 8.3 (76 reviews) | Not enough data | 
| **Conditional Logic** | 7.8 (72 reviews) | Not enough data | 
| **Multi-page Forms** | 7.3 (71 reviews) | Not enough data | 
| **Design** | 7.7 (76 reviews) | Not enough data | 

#### Additional Functionality

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Embedded Forms** | 8.2 (74 reviews) | Not enough data | 
| **Offline Capability** | 6.7 (70 reviews) | Not enough data | 
| **Notifications** | 7.8 (78 reviews) | Not enough data | 
| **Payments** | 6.9 (71 reviews) | Not enough data | 
| **Mobile Forms** | 7.5 (73 reviews) | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | 7.6/10 | 444 |
| **Planhat** | N/A | N/A |

#### Agentic AI - Sales Performance Management

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 7.2 (66 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.3 (65 reviews) | Not enough data | 
| **Proactive Assistance** | 7.4 (64 reviews) | Not enough data | 

#### Incentives

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Badges** | 6.9 (391 reviews) | Not enough data | 
| **Triggers** | 7.4 (401 reviews) | Not enough data | 
| **Commission Calculator** | Feature Not Available | Not enough data | 
| **Leaderboards** | 7.1 (395 reviews) | Not enough data | 

#### Personalization

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Profiles** | 7.7 (414 reviews) | Not enough data | 
| **Custom Reports** | 7.9 (409 reviews) | Not enough data | 
| **Dashboards** | 8.3 (429 reviews) | Not enough data | 
| **Goal Setting** | 8.0 (411 reviews) | Not enough data | 

#### Administrative

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Integration** | 7.8 (409 reviews) | Not enough data | 
| **Employee Structure** | 7.7 (401 reviews) | Not enough data | 
| **Behavior Monitoring** | 7.5 (387 reviews) | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | 8.0/10 | 283 |
| **Planhat** | N/A | N/A |

#### Agentic AI - Email Tracking

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 7.7 (56 reviews) | Not enough data | 
| **Multi-step Planning** | 7.8 (57 reviews) | Not enough data | 
| **Cross-system Integration** | 7.7 (57 reviews) | Not enough data | 
| **Adaptive Learning** | 7.5 (55 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.6 (56 reviews) | Not enough data | 
| **Proactive Assistance** | 7.8 (56 reviews) | Not enough data | 
| **Decision Making** | 8.1 (55 reviews) | Not enough data | 

#### Analytics

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Open Rates** | 8.0 (256 reviews) | Not enough data | 
| **Link Activity** | 8.2 (257 reviews) | Not enough data | 
| **Attachment Activity** | 8.1 (249 reviews) | Not enough data | 

#### Customizations

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Email Platform Integration** | 8.2 (268 reviews) | Not enough data | 
| **Email Scheduling** | 8.3 (257 reviews) | Not enough data | 
| **Notifications** | 8.4 (270 reviews) | Not enough data | 
| **Email Categorization** | 7.9 (257 reviews) | Not enough data | 
| **Templates** | 8.3 (259 reviews) | Not enough data | 

#### Generative AI

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **AI Text Generation** | Feature Not Available | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | 7.8/10 | 470 |
| **Planhat** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 7.3 (57 reviews) | Not enough data | 
| **Cross-system Integration** | 7.4 (58 reviews) | Not enough data | 
| **Adaptive Learning** | 7.4 (58 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.3 (58 reviews) | Not enough data | 
| **Proactive Assistance** | 7.3 (57 reviews) | Not enough data | 

#### Data Sourcing

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Data Sourcing** | 7.8 (425 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.0 (432 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 7.9 (427 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.4 (436 reviews) | Not enough data | 
| **Data Segmentation** | 8.0 (421 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Lead Scoring** | 7.7 (422 reviews) | Not enough data | 
| **Opportunity Scoring** | 7.8 (424 reviews) | Not enough data | 
| **Risk Analysis** | 7.4 (407 reviews) | Not enough data | 
| **Live Forecasting** | 7.7 (416 reviews) | Not enough data | 

#### Sales Management

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Live Pipeline Management** | 8.7 (442 reviews) | Not enough data | 
| **Sales Gamification** | 7.6 (410 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.3 (419 reviews) | Not enough data | 
| **Activity Tracking** | 8.7 (443 reviews) | Not enough data | 

### Data Quality

| Product | Score | Reviews |
|---|---|---|
| **Pipedrive** | N/A | N/A |
| **Planhat** | 7.6/10 | 73 |

#### Functionality

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Identification** | Not enough data | 7.6 (54 reviews) | 
| **Correction** | Not enough data | 7.4 (50 reviews) | 
| **Normalization** | Not enough data | 7.5 (46 reviews) | 
| **Preventative Cleaning** | Not enough data | 7.2 (49 reviews) | 
| **Data Matching** | Not enough data | 7.2 (54 reviews) | 

#### Management

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **Reporting** | Not enough data | 8.1 (61 reviews) | 
| **Automation** | Not enough data | 8.4 (62 reviews) | 
| **Quality Audits** | Not enough data | 7.2 (48 reviews) | 
| **Dashboard** | Not enough data | 8.2 (64 reviews) | 
| **Governance** | Not enough data | 8.1 (49 reviews) | 

#### Generative AI

| Feature | Pipedrive | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.4 (31 reviews) | 
| **AI Text Summarization** | Not enough data | 6.6 (31 reviews) | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Pipedrive (5):** [Email Marketing Software](https://www.g2.com/categories/email-marketing), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Online Form Builder Software](https://www.g2.com/categories/online-form-builder)

**Unique to Planhat (9):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization), [Product Analytics Software](https://www.g2.com/categories/product-analytics), [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management), [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [Customer Success Software](https://www.g2.com/categories/customer-success), [Data Quality Tools](https://www.g2.com/categories/data-quality), [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)


---
## Reviewer Demographics

### By Company Size

| Segment | Pipedrive | Planhat | 
|---|---|---|
| **Small-Business** | 72.8% | 32.8% | 
| **Mid-Market** | 22.8% | 61.0% | 
| **Enterprise** | 4.4% | 6.2% | 

### By Industry

#### Pipedrive

- **Computer Software:** 10.9%
- **Information Technology and Services:** 10.1%
- **Marketing and Advertising:** 9.9%
- **Financial Services:** 4.2%
- **Construction:** 3.3%
- **Real Estate:** 3.3%
- **Internet:** 3.0%
- **Consulting:** 2.2%
- **Insurance:** 2.1%
- **Telecommunications:** 1.6%
- **Other:** 49.3%

#### Planhat

- **Computer Software:** 37.2%
- **Information Technology and Services:** 18.6%
- **Marketing and Advertising:** 8.1%
- **Education Management:** 2.4%
- **E-Learning:** 2.2%
- **Human Resources:** 2.2%
- **Financial Services:** 2.1%
- **Internet:** 2.0%
- **Consumer Services:** 1.8%
- **Computer & Network Security:** 1.7%
- **Other:** 21.7%

---
## Alternatives

### Alternatives to Pipedrive

- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1426 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1230 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1156 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1111 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25777 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13789 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2926 reviews)
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — 4.6/5 stars (810 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (477 reviews)
- [Salesflare](https://www.g2.com/products/salesflare/reviews) — 4.8/5 stars (303 reviews)

### Alternatives to Planhat

- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (496 reviews)
- [Totango](https://www.g2.com/products/totango/reviews) — 4.3/5 stars (1149 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1587 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (659 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (423 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (697 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1688 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2912 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (849 reviews)

---
## Top Discussions

### Pipedrive

- Title: [What is the best way to use email marketing with Pipedrive?](https://www.g2.com/discussions/12132-what-is-the-best-way-to-use-email-marketing-with-pipedrive) — 3 comments, 3 upvotes
  > **Top comment:** "PD is not an ESP so it’s not good for email mkt. we use PD at OpenMoves and developed the tightest integration. Check out OpenMoves on the PD partner portal..."
- Title: [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) — 2 comments
  > **Top comment:** "In Pipedrive the Deals (buyers) PIPELINES of prospects or buyers, can be viewed in Kanban or spreadsheet format, giving you a quick glance of where people..."
- Title: [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) — 2 comments
  > **Top comment:** "Pipedrive is a customer relationship management (CRM) tool designed to help sales teams manage their sales processes efficiently. Here are some key..."
- Title: [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) — 2 comments
  > **Top comment:** "No"
- Title: [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) — 2 comments
  > **Top comment:** "It is a CRM tool that helps sales professionals to log all your sales related activities. Eg. meetings, contacts, proposals and contracts. Basically managing..."

### Planhat

- Title: [How long did it take to implement?](https://www.g2.com/discussions/49802-how-long-did-it-take-to-implement) — 2 comments *(includes official response)*
  > **Top comment:** "Comment deleted by user."
- Title: [It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.](https://www.g2.com/discussions/it-shouldbe-good-if-we-can-export-the-changes-etc-on-playbooks-or-have-a-clear-idea-on-nps-score-expectations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Martha,

Thanks for your question!

We'd love to understand a bit deeper what you are trying to solve so please feel free to reach out to your CSM..."
- Title: [How can I, launch two simultaneos NPScampaings](https://www.g2.com/discussions/how-can-i-launch-two-simultaneos-npscampaings) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Matheus, your CSM will be in touch shortly and help you to set it up :)

"
- Title: [What's the best way to manage crossell opportunities on planhat?](https://www.g2.com/discussions/40995-what-s-the-best-way-to-manage-crossell-opportunities-on-planhat) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Pedro,

Thanks for your question!

There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/pipedrive-vs-planhat)