The Agency CRM vs Pipedrive
Great pipeline. But what comes next?
Pipedrive is one of the best sales CRMs out there. But once a deal is won, you suddenly need three more tools: for the quote, the invoice and project delivery. The Agency CRM handles all of that in one place.
14 days free · no credit card · migration included
Comparison
Feature-by-feature comparison
Honest and factual. Pipedrive is a solid tool — but for agencies doing more than just closing deals, a lot is missing.
| The Agency CRM | Pipedrive | |
|---|---|---|
| Visual sales pipeline (drag & drop) | ||
| Quotes & invoices in the CRM | ||
| Project management & task lists | ||
| Email marketing & sequences | Add-on (€) | |
| Marketing funnels & landing pages | ||
| AI assistant included | Add-on (€) | |
| Dutch VAT & IBAN invoicing | ||
| Monthly price | €49 (flat) | €64+ /user |
Why switch
Why agencies switch from Pipedrive
Pipedrive users are happy with the pipeline — but they keep running into the same wall.
Quotes & invoicing
From deal won to invoice paid — in one system
In Pipedrive, the process ends at "won". Everything after — quote, contract, invoice, reminder — happens somewhere else. The Agency CRM moves the client straight from pipeline to quote to paid invoice, with no export or copy-paste.
- Generate quotes directly from a won deal
- Client signs digitally, invoice is sent automatically
- Payment reminders run on autopilot
Projects & tasks
Projects and tasks are just there
Once a client signs off, you want to start immediately. Not open another app. The Agency CRM automatically creates a project from your deal — with tasks, planning and time tracking — so your team can deliver right away.
- Auto-create a project when a deal is won
- Kanban board + task lists per project
- Time tracking and client portal included
Marketing & automation
Marketing without an extra subscription
Pipedrive connects to Mailchimp, but that costs extra, half-works and syncs messily. The Agency CRM has email marketing, sequences, funnels and landing pages built in — wired directly to your CRM data.
- Email campaigns and sequences built in
- Visual funnel builder, no code needed
- All triggers pull from live CRM data
Free migration
We migrate your Pipedrive data for free
Switching feels big, but it doesn't have to be.
Export in one click
Export your deals, contacts and activities as CSV from Pipedrive — we guide you through every step.
We import everything
Our onboarding team sets up your data: contacts, deals, pipelines and custom fields are preserved.
Live tomorrow
Your team is back up and running the next day. No months-long implementation, no data loss.
Customer stories
From Pipedrive to The Agency CRM
"Pipedrive handled sales well, but after closing a deal I lost the thread. Now everything is in one place: deal, quote, invoice and project. I save hours every week."
"We were paying for Pipedrive, Mailchimp and a separate invoicing tool. The Agency CRM costs less and does more. The switch took two days."
The AI assistant that Pipedrive charges extra for
Draft quotes, summarise clients, predict deal outcomes and write follow-up emails — all from one conversation. No extra subscription. No Zapier gymnastics.
Questions
Frequently asked questions about switching
No. We export all your deals, contacts, notes and activities from Pipedrive and import them into The Agency CRM. Our onboarding team guides you through the whole process — at no charge.
Ready to go beyond just the pipeline?
Try The Agency CRM free for 14 days and experience what it feels like to manage leads, quotes, invoices and projects in one place.
Prefer a guided tour? Contact sales