Top reasons why you should switch your CRM from Pipedrive

Feeling like your current CRM isn’t quite hitting the mark? If you’ve been using Pipedrive, you might have noticed some areas where it just doesn’t quite keep up with your business’s evolving needs.

You deserve a platform that truly empowers your growth, not one that holds you back with rigid pricing or limited support. At Workbooks CRM, we believe in a different kind of partnership.

Let’s dive into the top reasons why choosing Workbooks as an alternative to Pipedrive could be the smartest decision you make for your business this year.

1. You’re locked into rigid pricing models

When it comes to CRM, hidden costs and rigid pricing models can quickly turn a promising solution into a budget headache. This is often where Pipedrive users find themselves scratching their heads.

Pipedrive pricing

While Pipedrive offers various tiers, a common pain point is its “all-or-nothing” approach to licenses. This means if just a few members of your team need advanced features available only in higher-priced editions, you often have to upgrade everyone to that more expensive package. Suddenly, you’re paying for functionality that half your team might not even use, leading to unnecessary expenses and a feeling of being locked in.

Workbooks pricing

At Workbooks, we believe in refreshing transparency and empowering you to control your costs. Our straightforward CRM pricing calculator makes it easy to see exactly what you’ll pay, with no surprises.

The real game-changer? Our ability to mix and match licenses. Have a sales manager who needs all the bells and whistles of our Business Edition, but a customer service rep who only requires core CRM functionality? No problem! You can select the precise license for each user, ensuring you only ever pay for the features and access each individual actually needs.

This intelligent flexibility means better value for your money and a CRM that truly fits your team and your budget, helping you achieve cost-effectiveness without compromise.

2. You need a partner, not just a service

Many CRM providers jump straight into contracts, leaving you to figure out the best way to leverage their platform after you’ve already committed. At Workbooks, we believe in building a partnership and shared vision with you before you even sign on the dotted line.

Pipedrive pre-contract

While Pipedrive offers excellent tools for setting up pipelines and customizing fields within their system once you’re a customer, their approach typically doesn’t include a pre-commitment strategic roadmap workshop like Workbooks.

Their onboarding often focuses on getting you up and running with the software quickly, which is great for immediate tactical needs, but might not provide the deep, collaborative planning that ensures long-term strategic alignment with your broader business objectives from the very beginning.

Workbooks pre-contract

This is where our unique, co-funded Shared Success workshop truly shines. Before you sign your contract, we’ll invite you to a collaborative session with our expert consultants, where we delve deep into your specific business challenges, growth ambitions, and what you truly need from a CRM. It’s an opportunity to map out your exact requirements, understand how Workbooks CRM can address them, and even see a tailored roadmap for your implementation – all without any upfront commitment to purchase.

This partnership approach ensures that by the time you’re ready to move forward, you have a crystal-clear understanding of your CRM journey, how it aligns with your strategic goals, and how we’ll work together to achieve true shared success.

3. Your software can’t keep up with your growth

As your business evolves, so should your CRM. You need a platform that doesn’t just manage your current needs but seamlessly scales and adapts to your future ambitions.

Pipedrive for growth

Pipedrive is renowned for its straightforward sales pipeline management, which is fantastic for specific, linear sales processes. However, as businesses grow and their needs become more complex – perhaps integrating customer service, marketing, or project management – Pipedrive’s core design can sometimes feel limiting.

Its customization options, while present, may not offer the deep adaptability required to pivot quickly or consolidate diverse business functions into a single, unified view. You might find yourself adding multiple third-party apps to fill the gaps, leading to a fragmented system that’s harder to manage and less efficient in the long run.

Workbooks for growth

We’ve built our platform with true adaptability at its heart. We understand that your business isn’t static, and your CRM shouldn’t be either. Workbooks is incredibly customizable, allowing you to tailor everything from fields and workflows to reports and dashboards to perfectly match your unique processes across sales, marketing, and customer service.

This flexibility means Workbooks grows with you, effortlessly accommodating new departments, expanding product lines, or evolving strategies. Our commitment to this adaptable design is a key reason why our customers stay with us for an average of over 10 years. It’s a system designed to be a long-term partner, not just a temporary fix.

4. You’re waiting on support, not getting it

When you hit a snag or have a burning question, reliable, human support can make all the difference. You want quick answers, not frustrating delays.

Pipedrive support

Pipedrive offers support, but depending on your subscription tier, you might find yourself waiting longer for assistance or limited in how you can get help. Many users on standard packages report that phone support isn’t available, meaning you’re often reliant on chatbots or email for resolutions. While these channels can be effective for simpler queries, when you’re facing a critical issue, waiting for an email response or navigating automated menus can be incredibly frustrating and impact your team’s productivity.

Workbooks support

We pride ourselves on offering reliable, human support that’s there when you need it most. At Workbooks CRM, every customer, regardless of their package, gets access to our dedicated support teams based in the UK and the USA. This means quick, empathetic assistance is available over the phone, via email, or through our customer portal. We believe in real conversations and timely solutions, ensuring you get the help you need, precisely when you need it, from people who genuinely understand our platform and your business. It’s about providing peace of mind and keeping your operations running smoothly.

Switch from Pipedrive today

Workbooks is the no-BS Pipedrive alternative. We’ve seen how a rigid pricing model can unexpectedly inflate costs and how a less adaptable system can become a bottleneck as your business evolves. We’ve also highlighted the critical difference a proactive CRM roadmap and truly human support can make to your daily operations and long-term success – so, why use Pipedrive when there’s a BS-free alternative?

Switching to Workbooks means embracing a CRM that’s transparent with its pricing, invests in your shared success from day one, adapts seamlessly to your every need, and provides reliable, personal support whenever you reach out. It’s more than just a software change; it’s an upgrade to a partnership that truly champions your growth.

Ready to see how Workbooks CRM can empower your business to thrive? Learn more about Workbooks CRM today or request a personalized demo.