Top 10 Pipefile Alternatives & Competitors

Top 10 Alternatives to Pipefile Recently Reviewed By G2 Community

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DocSend
By Dropbox
4.6/5
(584)
Product Description
DocSend tells salespeople how prospects engage with their sales material. Have the right conversation, with the right person, at the right time, and do business faster.
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Categories in common with Pipefile:
Client Portal

Zoho CRM
By Zoho
4.1/5
(2,884)
Product Description
Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.
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Categories in common with Pipefile:
Client Portal

trumpet
By trumpet
4.7/5
(1,075)
Product Description
Loved by Sales, Customer Success and Marketing - Turn better buyer journeys into more revenue with trumpet's Pods. Create hyper-personalised and interactive microsites that close more deals, quicker. Accelerate your sales cycles from cold outreach through to onboarding by centralising your buyer journeys with one link. - 35+ Integrations (Salesforce, Hubspot, Pipedrive, Slack, Calendly, Chili Piper and more) - Automatic branding and personalisation - Easily build Pods using drag and drop Widgets such as Mutual Action Plans, Voice Notes, Timelines, Pricing Modules and more - Gather analytics on how your prospects and customers are interacting and engaging with your Pod - Used for Cold Outreach, Proposals, Deal Rooms, Post-Demo Flows, Onboarding and much more.
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Categories in common with Pipefile:
Client Portal
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Planhat
By Planhat
4.5/5
(882)
Product Description
Connect customer data, get actionable insights and drive customer actions. Planhat is a beautiful and intuitive Customer Success Software for SaaS.
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Categories in common with Pipefile:
Client Portal

Rocketlane
By Rocketlane Corp
4.7/5
(790)
Product Description
Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. What makes Rocketlane truly different is its agentic architecture: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. These agents don’t just make teams more efficient; they fundamentally reshape operations by moving organizations from manual coordination to autonomous delivery. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA.
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Categories in common with Pipefile:
Client Portal

TaxDome
By TaxDome
4.7/5
(692)
Product Description
TaxDome combines all of your business tasks and operations into one centralized hub that is easily accessible from anywhere.
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Categories in common with Pipefile:
Client Portal

Softr
By Softr
4.7/5
(668)
Product Description
Softr is an easy yet powerful no-code platform for building portals and internal tools. Connect to your spreadsheet or database, customize layout and logic, and share with your team or clients.
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Categories in common with Pipefile:
Client Portal

Jahia DXP
By Jahia
4.4/5
(610)
Product Description
Jahia DXP is an international software vendor that provides the most complete and integrated open-source Java Digital Experience Platform unifying CMS, Portal, Digital Marketing and Commerce.
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Categories in common with Pipefile:
Client Portal

SuiteDash
By SuiteDash
4.8/5
(595)
Product Description
SuiteDash is a unique solution that combines all the necessary components that you need to run your business, in one convenient & efficient dashboard
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Categories in common with Pipefile:
Client Portal

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