Salesly vs Pipedrive: from pipeline to orders in one platform
Pipedrive has a polished pipeline, but stops at the deal. Compare features and see how Salesly takes you from quote to signed order with client portal and ERP integration.
Feature comparison
| Feature | Salesly | Pipedrive |
|---|---|---|
| Visual opportunity pipeline | ||
| Professional quote creation | ||
| Client portal with digital signature | ||
| Integrated digital signature | ||
| Real-time dashboards and KPIs | ||
| Multi-user with role-based permissions | ||
| ERP integration (Holded, BC) | ||
| Optimised mobile access | ||
| Complete interaction history | ||
| Automatic notifications |
The 4 key differences
Quote-to-order workflow built in
Pipedrive tracks deals, but creating and converting quotes into orders requires add-ons or external tools. Salesly handles the full cycle — quote, approval, signature, order — natively.
Client portal included, not extra
With Salesly, your clients access a portal via magic link to review quotes, sign digitally and communicate. Pipedrive has no equivalent — you still rely on emails and attachments.
Native ERP sync with Holded
Salesly pushes contacts, products and orders to Holded automatically. Pipedrive's marketplace offers generic connectors but none provide the same depth of two-way ERP integration.
Digital signature without add-ons
Salesly includes digital signature inside the client portal at no extra cost. Pipedrive's e-signature feature requires their Advanced plan or higher and has limited monthly quotas.
Explore Salesly modules
FAQ: Salesly vs Pipedrive
Is Pipedrive's pipeline better than Salesly's?
Pipedrive pioneered visual pipeline management and its drag-and-drop UX is very mature. Salesly offers a similar visual pipeline with the advantage of continuing the workflow through quotes, signatures and orders — all in one place.
Can I migrate from Pipedrive to Salesly?
Yes. Export your Pipedrive contacts and deals to CSV, then import them into Salesly. The process takes minutes and our support team is available to help.
Does Salesly have email integration like Pipedrive?
Salesly integrates with Google Workspace and Microsoft 365 for email sync. You can also connect via our REST API and webhooks for custom workflows.
How does pricing compare?
Both platforms offer competitive per-seat pricing. Salesly includes client portal, digital signature and ERP integration in all plans. With Pipedrive, these features require higher tiers or paid add-ons, making the effective cost higher for comparable functionality.
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