Pipedrive vs. Smartsheet

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Pipedrive
Score 8.3 out of 10
N/A
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
$24
per month per seat
Smartsheet
Score 8.4 out of 10
N/A
Smartsheet is an online project management and collaboration tool. It includes automated alerts, instantaneous updating and sharing across team members, resource management, nested tasks organized in a hierarchy, a Gantt chart view, exportable and automated reports, and integration with email.
$12
per month per user (up to 10 users)
Pricing
PipedriveSmartsheet
Editions & Modules
Essential
$24
per month per seat
Advanced
$49
per month per seat
Professional
$69
per month per seat
Power
$79
per month per seat
Enterprise
$129
per month per seat
Pro
$12
per month per user (up to 10 users)
Business
$24
per month per user (3 user minimum)
Enterprise
Contact Sales
Advanced Work Management
Contact Sales
Offerings
Pricing Offerings
PipedriveSmartsheet
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsMonthly plans are available. The Essentials monthly plan at $24 per month.A discount is offered for annual billing.
More Pricing Information
Community Pulse
PipedriveSmartsheet
Considered Both Products
Pipedrive
Chose Pipedrive
We switched from Microsoft Dynamics to Pipedrive because Pipedrive was more cost effective and gave us more control over the custom fields we could make that applied directly to our company. It also was a much easier software to navigate and the sales team was using it a lot …
Smartsheet
Chose Smartsheet
Smartsheet has more features than Google Sheets but is more cumbersome to use. Aha! allows users to more visually apply tasks and tickets to corresponding topics and timelines.

Smartsheet is a happy medium of easy to use for fundamental timeline management with added …
Features
PipedriveSmartsheet
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Pipedrive
7.9
68 Ratings
1% above category average
Smartsheet
-
Ratings
Customer data management / contact management8.624 Ratings00 Ratings
Workflow management7.621 Ratings00 Ratings
Territory management6.514 Ratings00 Ratings
Opportunity management8.365 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.764 Ratings00 Ratings
Contract management8.217 Ratings00 Ratings
Quote & order management7.214 Ratings00 Ratings
Interaction tracking8.521 Ratings00 Ratings
Channel / partner relationship management7.116 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Pipedrive
2.9
7 Ratings
90% below category average
Smartsheet
-
Ratings
Case management4.76 Ratings00 Ratings
Call center management1.15 Ratings00 Ratings
Help desk management3.16 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Pipedrive
7.5
49 Ratings
4% below category average
Smartsheet
-
Ratings
Lead management7.449 Ratings00 Ratings
Email marketing7.513 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Pipedrive
6.7
67 Ratings
14% below category average
Smartsheet
-
Ratings
Task management7.964 Ratings00 Ratings
Billing and invoicing management4.15 Ratings00 Ratings
Reporting8.163 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Pipedrive
7.7
68 Ratings
0% above category average
Smartsheet
-
Ratings
Forecasting7.619 Ratings00 Ratings
Pipeline visualization8.268 Ratings00 Ratings
Customizable reports7.516 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Pipedrive
6.3
64 Ratings
20% below category average
Smartsheet
-
Ratings
Custom fields8.464 Ratings00 Ratings
Custom objects8.354 Ratings00 Ratings
Scripting environment1.04 Ratings00 Ratings
API for custom integration7.646 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Pipedrive
6.7
62 Ratings
23% below category average
Smartsheet
-
Ratings
Single sign-on capability6.112 Ratings00 Ratings
Role-based user permissions7.260 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Pipedrive
1.1
5 Ratings
149% below category average
Smartsheet
-
Ratings
Social data1.15 Ratings00 Ratings
Social engagement1.15 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Pipedrive
3.6
7 Ratings
70% below category average
Smartsheet
-
Ratings
Marketing automation3.67 Ratings00 Ratings
Compensation management3.54 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Pipedrive
8.2
61 Ratings
8% above category average
Smartsheet
-
Ratings
Mobile access8.261 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Pipedrive
-
Ratings
Smartsheet
9.1
129 Ratings
16% above category average
Task Management00 Ratings9.8126 Ratings
Resource Management00 Ratings9.9108 Ratings
Gantt Charts00 Ratings9.0109 Ratings
Scheduling00 Ratings9.8111 Ratings
Workflow Automation00 Ratings9.1100 Ratings
Team Collaboration00 Ratings10.0122 Ratings
Support for Agile Methodology00 Ratings8.781 Ratings
Support for Waterfall Methodology00 Ratings9.079 Ratings
Document Management00 Ratings9.2101 Ratings
Email integration00 Ratings9.1100 Ratings
Mobile Access00 Ratings8.096 Ratings
Timesheet Tracking00 Ratings9.762 Ratings
Change request and Case Management00 Ratings8.169 Ratings
Budget and Expense Management00 Ratings8.175 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Pipedrive
-
Ratings
Smartsheet
8.0
66 Ratings
3% above category average
Quotes/estimates00 Ratings8.144 Ratings
Invoicing00 Ratings7.737 Ratings
Project & financial reporting00 Ratings8.760 Ratings
Integration with accounting software00 Ratings7.632 Ratings
Best Alternatives
PipedriveSmartsheet
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Stackby
Stackby
Score 9.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
InEight
InEight
Score 8.5 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
InEight
InEight
Score 8.5 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PipedriveSmartsheet
Likelihood to Recommend
7.9
(72 ratings)
9.3
(146 ratings)
Likelihood to Renew
8.0
(3 ratings)
9.0
(24 ratings)
Usability
9.0
(25 ratings)
9.2
(17 ratings)
Availability
8.2
(1 ratings)
-
(0 ratings)
Performance
-
(0 ratings)
10.0
(1 ratings)
Support Rating
8.5
(15 ratings)
8.1
(45 ratings)
Online Training
-
(0 ratings)
7.0
(1 ratings)
Implementation Rating
8.2
(1 ratings)
10.0
(6 ratings)
User Testimonials
PipedriveSmartsheet
Likelihood to Recommend
Pipedrive Inc.
Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.
Read full review
Smartsheet
Smartsheet shines for collaboration. When you have multiple people involved with planning events Smartsheet makes it easy to share and collaborate. For instance, multiple people can be in Smartsheet working at the same time. Also setting permissions for exactly those who need to know is quite easy with Smartsheet. For data analytics and general spreadsheet purposes Excel is better but for project management and event planning Smartsheet is superior
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Pros
Pipedrive Inc.
  • Great visual visibility of the funnel plus easy to drag the deals across the stages
  • The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
  • The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
Read full review
Smartsheet
  • Its hard to overstate the value of familiarity. Being able to use a tool that has some familiarity takes away the time needed to train and orient employees on a new tool and allows an organization to hit the ground running.
  • Smartsheet covers most of the basics of a project management tool, the usual tasks, milestones and project viewing options.
  • For data viewing, you get multiple data viewing options including a calendar view (good for marketing teams and those who work around scheduling), Kanban, Gaant etc
Read full review
Cons
Pipedrive Inc.
  • Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
  • Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
  • Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.
Read full review
Smartsheet
  • Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
  • Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency
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Likelihood to Renew
Pipedrive Inc.
-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.
Read full review
Smartsheet
It definitely meets our needs as far as organizing and archiving our tasks and files. As we train more staff to view it, I see opportunities for more improvement, which I am sure this program can handle. I look forward to seeing continued improvement from Smartsheet on their capabilities and functionality.
Read full review
Usability
Pipedrive Inc.
Pipedrive is easy to use and has a clean interface so we can follow up accurately. Its custom features help manage leads and evaluate team performance. It saves time and improves efficiency. Pipedrive is stable and supports integrations and automation.
Read full review
Smartsheet
Smartsheet is very easy to learn. However, while I have been able to pick it easily, Microsoft Excel and Project super users that I have trained on Smartsheet get bogged down in the differences and can find it frustrating. Explaining the differences ahead of time and why Smartsheet is being chosen instead of a different software seems to counteract those reactions
Read full review
Support Rating
Pipedrive Inc.
Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.
Read full review
Smartsheet
I give this rating because it fills a niche in the market. MS Project scares many away from proper task management but there are limited tools our there, especially cloud-based that are mobile-friendly. Smartsheet fills this market gap, especially for small to medium-sized businesses. IT is not fair to compare it to MS Project, but fairer to see what gaps it fills.
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Implementation Rating
Pipedrive Inc.
Experiment is the only way to start
Read full review
Smartsheet
It's absolutely paramount to take a few minutes to actually play with the software. It's nearly impossible to do anything wrong or make a mistake which cannot be fixed easily. Under the help menu is Live Training option. After you familiarize yourself with the commands, watch the live training for some in depth understanding of how to make the software fit your needs perfectly.
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Alternatives Considered
Pipedrive Inc.
I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.
Read full review
Smartsheet
Jira and Redmine are much more robust and technologically advanced project management solutions. I enjoy using either when managing a very large project. However, I prefer to use Smartsheet for my smaller to medium sized projects. As for Google Drive - I would say that Google sheets and Smartsheet are almost identical in my opinion when it comes to functionality. Personally I prefer to manage smaller projects via Google Drive, but it is a personal preference!
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Return on Investment
Pipedrive Inc.
  • Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
  • We were able to integrate our calling system easily and get things going on the lead calling aspect.
  • Great multipipeline option where we were able to manage both organisations under one roof.
Read full review
Smartsheet
  • This has really opened up collaboration across teams. A lot less working in silos.
  • It hasn't fully replaced any one tool so it means having to go to another place. Hopefully, we can eliminate a tool or two in the next six months.
Read full review
ScreenShots

Pipedrive Screenshots

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