Pipedrive Alternative
OfficeClip isn’t just an alternative to Pipedrive—it’s a superior, all-in-one platform to simplify the way you do business.
Trusted by thousands of small and medium-sized companies, OfficeClip combines powerful tools into a single easy-to-use solution—without the high costs or complexity of enterprise software.
What makes OfficeClip the ultimate business platform?
Free version with unlimited users
Multi-Layer Security
Integrated Business Software
Easy-to-use Interface
Effortless Data Migration
OfficeClip as an Alternative to Pipedrive
As an all-in-one solution, OfficeClip stands as a strong and compelling alternative to Pipedrive, particularly for small to medium-sized businesses seeking a more integrated and comprehensive platform.
While Pipedrive focuses heavily on core functionalities like Sales automation, Email and Communication, Lead management and CRM, OfficeClip expands its offerings to include a suite of additional business tools.
This integrated approach means that beyond just managing customer relationships, businesses can also handle tasks like timesheets, expense tracking, invoicing, and issue management all from a single, unified platform.
This level of consolidation can significantly streamline operations, reduce the need for multiple software subscriptions, and provide a holistic view of the business.
OfficeClip vs Pipedrive
| FEATURES | OFFICECLIP | PIPEDRIVE |
| Pricing Model |
Transparent, Affordable & Predictable. Hosted version: Free Plan: Unlimited users and 1000 contacts, Professional: $3/user/month and 10,000 contacts, Enterprise: $12/user/month upto 100,000 contacts for all-in-one. Installed version: Free Plan: Unlimited users and unlimited Contacts Professional: $24/user and unlimited Contacts, Enterprise: $96/user and unlimited Contacts |
Does not have a Free version. Their Lite edition starts from $19/user/month. |
| Core Product Structure | True All-in-One Integrated Suite: CRM, Projects, Time Tracking, Expense Management, Issue Tracking, Invoicing – all unified. | Mainly consists of Sales automation, Email and communications, Lead management and CRM. |
| Deployment Options |
Cloud (SaaS) & On-Premise (Installed) Flexibility for data control and specific needs |
Only Cloud-based SAAS software option, no self-hosted option available. |
| Free Plan | Unlimited Users (with core features) upto 1000 contacts for Hosted version and unlimited contacts for Installed version. | Not Available |
| Free Trial | 30-day Free trial for Professional and Enterprise Edition | 14-day Free Trial |
| CRM (Sales & Marketing) |
Built-in & Integrated with All Modules: Manage Contacts, Leads, Opportunities, Sales activities, and Marketing Automation directly within your central platform. |
CRM, Lead management, Sales software, Email marketing, Pipeline marketing |
| CRM Usability & Setup | Simpler Setup & Lower Learning Curve: Designed for quick adoption for SMBs, connecting sales data seamlessly with projects and billing. | Set up process is quick and easy. and it is renowned for its high usability due to visual sales pipeline and intuitive design. |
| Project Management |
Built-in: Manage Projects and their tasks, with integrated time tracking. |
Available |
| Time Tracking |
Built-in & Seamless: Effortlessly log billable and non-billable hours directly within projects and tasks. |
Do not have in-built time tracking, but they have integrations with third party time tracking tools where you can track time for a deal or activity. |
| Issue/Bug Tracking |
Built-in & Integrated: Manage and resolve issues directly within your project and client context. |
It's focus is mainly on sales pipeline management. not designed to be a customer service or issue tracking |
| Task and Event Management |
Built-in & Integrated: Effortless task management and precise time tracking for every task. |
Available |
| Document Management |
Built-in: OfficeClip emphasizes a more centralized repository for sharable business documents, accessible across various modules. |
They do have document management capabilities. |
| User Interface |
Simpler, Intuitive, & Unified: Designed for everyday usability across all modules. |
The interface is clean, and intuitive |
| Learning Curve |
Less Steep & Faster Onboarding: Get productive quickly with minimal training. |
Low learning curve, but complex workflow automations and deep reporting needs more time and effort. |
| Customer Support |
Responsive & Personal: Our team is consistently praised for fast, friendly, and helpful assistance. |
For users on lower plans, Pipedrive's initial support often directs them to knowledge base articles, while higher tiers provide direct live chat access with human agents, along with more personalized onboarding and priority support. |
| Customer Portal |
Built-in: OfficeClip allows for a customer portal where clients and vendors can access documents, reports, and invoices, and even upload documents securely. |
It is basically more focused on sales CRM so they do not have in-built customer portal feature |
| One-Time Purchase Option |
Available (for On-Premise deployment) |
No one-time purchase option available, operates purely on subscription-based model or pay recurring fees (monthly or annually) |
| Workflow Automation | Available | Available |
| Rules |
More extensive rule application to various processes: OfficeClip mentions "On-Screen Rules," "Workflow Rules" for automated task/appointment creation, and "Access Rules" for controlling permissions based on specific data entries (e.g., location-based access). |
They have the capability of setting up automation rules |
| Role-based Permissions | Available | Available |
| User-based Permissions | Available | Available |
| Integrations | Available | Integrations are their core strength |
| Custom Fields |
1 field in Free edition, 5 fields in Professional edition, and unlimited custom fields in Enterprise edition |
Available |
| Manage Duplicates | Available | For duplicate management, Pipedrive provides basic tools for one-off manual merging and detection during imports, but for comprehensive, automated, or bulk deduplication, you need to use third-party integrations for most effective approach. |
| G2Crowd Rating | 4.8/5 | 4.3/5 |
| Cons |
1. Lacks complex sales process and extensive data analysis. 2. Does not offer advanced automation and lacks AI driven insights that are now a days common in a CRM system. |
1. Users have occassionally faced technical issues like system slow down during workflows.
2. Rather expensive for small businesses when adding features and users. 3. For customer support they heavily rely on chat bot and they charge additional fees for live tech support. |
Choosing OfficeClip: Key Benefits
- Comprehensive All-in-One Solution: Unify your business operations with a single solution that integrates CRM, project management, time and expense tracking, and invoicing—streamlining workflows and improving efficiency.
- Flexible Deployment Options: Select the model that best fits your organization: Cloud (SaaS) for seamless accessibility, or On-Premise for greater control, security, and customization.
- Exceptional Value: Benefit from a free plan, affordable subscription options, or a one-time purchase for long-term cost savings—all without compromising on features or quality.
- Continuous Innovation: Stay ahead with free ongoing upgrades to our online edition, ensuring you always have access to the latest enhancements.
- Dedicated Customer Support: Provides responsive and helpful customer assistance.
What our customers say about OfficeClip:
Solid features at great price!
OfficeClip allows us to keep the contacts organized and accessible. It has the ability to edit the fields to match the organization criteria. OfficeClip has allowed us to clean up our customer leads database, track it easily no matter where we are, share information with our whole team, and do it for a great price. We’ve had a few questions and minor issues over the years and the tech support is very fast, friendly and responsive.
Todd Grayson
Good customization features
I use the CRM part of the software that includes Contacts, Accounts, Opportunities and Invoicing. We are pretty happy with the platform, features and customization capabilities withe software. Support is top notch!
Craig Chaplain
A Contact Manager for CPA
OfficeClip CRM has suited our business very well. Integration with emails and web forms enables us to improve the speed of responses to questions of potential customers. The implementation was well planned by the OfficeClip team, the training delivered was professional and when completed we were confident of using the system. For support the OfficeClip team was very helpful and always made sure that the issues were dealt with quickly.