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COMPARISON
Pipedrive vs Agency Operations Software
Pipedrive is great for deal tracking, but agencies need more than deals—they need projects, invoicing, and client portals integrated in one system.
Estimated Savings:$0–$50+ per user/month
Feature Comparison
| Feature | Pipedrive | Agency Operations Software |
|---|---|---|
| Lead Pipeline | Deal pipeline with stages | Lead pipeline that converts to clients and projects |
| Client Management | Contact management | Client directory with full project history |
| Project Management | Not included | Built-in projects with tasks and milestones |
| Invoicing | Not included | Full invoicing linked to projects |
| Client Portal | Not included | Built-in client portal |
| E-Signature | Requires integration | Built-in e-signature |
| Project Profitability | Not tracked | Revenue vs. costs per project |
| Pricing | $14–$99 per user/month | One-time payment, no per-user fees |
Pipedrive Pros
- Simple deal-focused interface
- Good for sales teams
- Visual pipeline
Pipedrive Cons
- Deal-focused, not agency-focused
- No project management
- No invoicing
- No client portal
- Per-user pricing
Best For
Sales teams focused on deals. Not ideal for agencies that need project management and invoicing.