Compare Pipedrive and Planhat 
At a Glance
Market Segments
Small-Business (72.6% of reviews)
Mid-Market (61.1% of reviews)
Entry-Level Pricing
$24.00 1 Seats Per Month
Custom
Pipedrive
Star Rating
(2,972)4.3 out of 5
Market Segments
Small-Business (72.6% of reviews)
Pros & Cons
Entry-Level Pricing
$24.00 1 Seats Per Month
Free Trial is available
Browse all 4 pricing plansPlanhat
Star Rating
(887)4.5 out of 5
Market Segments
Mid-Market (61.1% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- 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.
Pricing
Entry-Level Pricing
Pipedrive
Lite
$24.00
1 Seats Per Month
per month per user.
14$ / month billed annually
- Organize your sales in one simple, intuitive workspace:
- Lead, calendar and pipeline management
- Sales Assistant and AI-generated reports
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
Pipedrive
Free Trial is available
Planhat
No trial information availableRatings
Meets Requirements
8.5
2,578
8.6
736
Ease of Use
8.9
2,615
8.3
744
Ease of Setup
8.7
1,622
7.5
501
Ease of Admin
8.6
1,020
8.2
446
Quality of Support
8.4
2,204
9.2
715
Has the product been a good partner in doing business?
8.7
988
9.3
442
Product Direction (% positive)
8.8
2,540
9.2
686
Features by Category
Sales Force Automation
8.5
2040
|
Verified
8.4
28
Feature Not Available
7.5
25
8.9
2101
|
Verified
7.4
24
8.6
2096
|
Verified
8.2
28
7.7
1614
|
Verified
6.7
24
8.4
1120
|
Verified
8.6
25
7.7
1615
|
Verified
7.0
23
7.7
1569
6.2
24
7.8
1674
6.5
25
Marketing Automation
7.5
1511
|
Verified
7.3
27
7.5
1492
|
Verified
6.7
26
8.5
1848
|
Verified
5.9
25
7.5
1448
|
Verified
5.3
25
Customer Support
7.9
1008
7.2
27
7.8
988
7.0
28
8.0
1019
7.4
28
7.5
1476
5.8
24
7.7
961
6.3
24
Reporting & Analytics
8.0
1871
|
Verified
7.6
29
8.3
1958
|
Verified
7.4
29
7.9
1720
|
Verified
7.0
26
Mobile & Social
7.6
1424
|
Verified
6.2
24
7.4
1376
|
Verified
5.6
23
7.9
1590
|
Verified
5.0
23
Platform
8.2
1343
|
Verified
8.7
52
8.3
1335
8.2
51
8.4
1358
|
Verified
8.6
51
8.2
1169
|
Verified
7.4
48
7.3
1059
|
Verified
5.6
44
7.8
1171
6.7
46
8.7
1325
|
Verified
8.2
49
7.8
1125
7.1
46
Integration
8.1
1228
|
Verified
7.7
40
8.0
1163
|
Verified
7.8
40
7.8
1092
|
Verified
7.4
38
Generative AI
Feature Not Available
7.0
18
Agentic AI - CRM
7.3
169
6.1
17
7.6
172
6.4
17
7.5
170
6.5
17
7.3
169
5.9
17
7.3
168
6.5
16
7.3
169
6.1
16
7.6
172
6.0
16
Email Marketing
8.2
210
Not enough data
8.2
211
Not enough data
7.8
205
Not enough data
8.2
209
Not enough data
8.3
211
Not enough data
8.2
206
Not enough data
7.9
205
Not enough data
8.2
203
Not enough data
7.5
197
Not enough data
Reporting & Analytics
7.5
192
Not enough data
8.2
205
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Email Marketing
7.0
25
Not enough data
6.9
25
Not enough data
7.3
25
Not enough data
7.5
24
Not enough data
7.5
25
Not enough data
Integration
8.2
226
Not enough data
7.8
223
Not enough data
7.9
220
Not enough data
8.2
220
Not enough data
7.2
213
Not enough data
7.3
210
Not enough data
Customer Information
Not enough data
8.6
556
|
Verified
Not enough data
8.8
549
|
Verified
Not enough data
8.8
560
|
Verified
Not enough data
8.2
545
|
Verified
Not enough data
8.5
513
|
Verified
Not enough data
8.0
489
|
Verified
Not enough data
7.2
420
|
Verified
Predictions
Not enough data
7.9
494
|
Verified
Not enough data
7.4
431
|
Verified
Not enough data
8.3
493
|
Verified
Not enough data
6.6
348
|
Verified
Platform
Not enough data
8.3
545
|
Verified
Not enough data
8.1
517
|
Verified
Not enough data
8.2
489
|
Verified
Not enough data
8.5
496
|
Verified
Not enough data
8.2
521
|
Verified
Not enough data
8.6
518
|
Verified
Not enough data
8.8
508
|
Verified
Not enough data
8.9
475
|
Verified
Not enough data
8.5
518
|
Verified
Not enough data
8.8
521
|
Verified
Generative AI
Not enough data
6.1
170
Not enough data
6.2
173
Agentic AI - Customer Success
Not enough data
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
98
Billing and Payments
Not enough data
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Revenue Recognition
Not enough data
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Revenue Optimization
Not enough data
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Product Analytics
Not enough data
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Behavioral Analytics - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Intelligence
Not enough data
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Sales Team
Not enough data
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Intelligence
Not enough data
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Mapping
Not enough data
6.9
84
Not enough data
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
Not enough data
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
Not enough data
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Collaboration
Not enough data
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Onboarding Setup
Not enough data
8.6
252
Not enough data
8.1
256
Not enough data
8.6
258
Project Tracking
Not enough data
8.2
235
Not enough data
7.7
201
Not enough data
8.0
211
Not enough data
8.4
254
Not enough data
7.9
208
Customer Engagement
Not enough data
7.8
229
Not enough data
8.0
224
Not enough data
7.4
213
Not enough data
8.3
229
Not enough data
8.1
233
Customization
8.3
76
Not enough data
7.8
72
Not enough data
7.3
71
Not enough data
7.7
76
Not enough data
Additional Functionality
8.2
74
Not enough data
6.7
70
Not enough data
7.8
78
Not enough data
6.9
71
Not enough data
7.5
73
Not enough data
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Performance Management
7.2
66
Not enough data
7.3
65
Not enough data
7.4
64
Not enough data
Incentives
6.9
391
Not enough data
7.4
400
Not enough data
Feature Not Available
Not enough data
7.1
395
Not enough data
Personalization
7.7
414
Not enough data
7.9
408
Not enough data
8.3
428
Not enough data
8.0
411
Not enough data
Administrative
7.8
408
Not enough data
7.7
401
Not enough data
7.5
387
Not enough data
Agentic AI - Email Tracking
7.7
56
Not enough data
7.8
57
Not enough data
7.7
57
Not enough data
7.5
55
Not enough data
7.6
56
Not enough data
7.8
56
Not enough data
8.1
55
Not enough data
Analytics
8.0
255
Not enough data
8.2
256
Not enough data
8.1
249
Not enough data
Customizations
8.2
267
Not enough data
8.3
256
Not enough data
8.3
269
Not enough data
7.9
257
Not enough data
8.3
258
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - Sales Analytics
7.3
57
Not enough data
7.4
58
Not enough data
7.4
58
Not enough data
7.3
58
Not enough data
7.3
57
Not enough data
Data Sourcing
7.8
425
Not enough data
8.0
431
Not enough data
7.9
426
Not enough data
8.4
435
Not enough data
8.0
420
Not enough data
Predictive Analytics
7.7
422
Not enough data
7.8
424
Not enough data
7.4
407
Not enough data
7.7
416
Not enough data
Sales Management
8.7
441
Not enough data
7.6
410
Not enough data
8.3
419
Not enough data
8.7
442
Not enough data
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
Pipedrive and Planhat are categorized as CRM
Unique Categories
Pipedrive is categorized as Email Marketing, Sales Analytics, Sales Performance Management, Email Tracking, and Online Form Builder
Reviews
Reviewers' Company Size
Pipedrive
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
10.9%
Information Technology and Services
10.1%
Marketing and Advertising
10.1%
Financial Services
4.2%
Real Estate
3.2%
Other
61.5%
Computer Software
37.7%
Information Technology and Services
18.3%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.2%
Other
31.3%
Discussions
What is the best way to use email marketing with Pipedrive?
3 Comments
JB
We use the Pipedrive CAMPAIGNS feature inside of Pipedrive to send out mass / bulk emails that are personalized with 'merge' fields. The interface & builder...Read more
How do I move deals between stages with any email marketers?
2 Comments
RL
If you are asking about integration between PD and an email marketing platform (like MailChimp), the easiest way is through Zapier.Read more
Does anyone integrate Pipedrive with Infusionsoft?
2 Comments
PR
This can be done if we write an API that would work seamlessly. There should be no problem. You cAn contact us if you would like some help. Priyanka@navsoft.inRead more
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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