Software Alternatives, Accelerators & Startups

Templafy VS Pipedrive

Compare Templafy VS Pipedrive and see what are their differences

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Templafy logo Templafy

Document assembly & management software

Pipedrive logo Pipedrive

Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Visit Website
  • Templafy Landing page
    Landing page //
    2023-09-17
  • Pipedrive Landing page
    Landing page //
    2024-08-12

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business. Sign up for a 14-day free trial.

Templafy

$ Details
-
Platforms
-
Release Date
2014 January
Startup details
Country
Denmark
State
Hovedstaden
City
Copenhagen
Founder(s)
Christian Lund
Employees
250 - 499

Pipedrive

$ Details
paid Free Trial $14.0 / Monthly (Essential package)
Platforms
Android iOS Browser Web
Release Date
2011 July
Startup details
Country
United States
State
New York
City
New York
Founder(s)
Martin Henk
Employees
500 - 999

Templafy features and specs

  • Centralized Management
    Templafy allows organizations to manage all document templates, assets, and brand elements from a centralized platform, ensuring consistency and compliance across all company materials.
  • Integrations
    Templafy offers seamless integration with popular platforms like Microsoft Office, G Suite, and other enterprise software, facilitating easy adoption and use within existing workflows.
  • Brand Compliance
    The platform ensures that all documents and presentations adhere to the company's brand guidelines, reducing the risk of brand misrepresentation.
  • User-Friendly Interface
    Its intuitive and user-friendly interface makes it easy for employees to generate and customize documents without extensive training.
  • Template Automation
    With Templafy's automation features, users can quickly create personalized documents and presentations using pre-approved templates and content, saving time and minimizing errors.
  • Scalability
    Templafy is suitable for organizations of all sizes and can scale according to the organization's needs, making it a flexible solution for growing companies.

Possible disadvantages of Templafy

  • Cost
    The platform can be expensive, especially for smaller businesses or startups, as pricing may not be as accessible as other document management solutions.
  • Complexity
    While it offers many advanced features, the initial setup and customization may be complex and require IT support, which could be a barrier for companies without dedicated technical staff.
  • Limited Offline Functionality
    Templafy requires an internet connection to access and use its features optimally, which could be a limitation for users who need to work offline frequently.
  • Learning Curve
    Despite its user-friendly interface, the breadth of features available might result in a steeper learning curve for some users, particularly those less familiar with advanced document management tools.

Pipedrive features and specs

  • User-Friendly Interface
    Pipedrive is known for its intuitive and easy-to-navigate interface, making it accessible for users without extensive technical skills.
  • Pipeline Management
    It offers robust pipeline management features that help users visualize their sales processes and track deal progress effortlessly.
  • Customization Options
    Pipedrive allows for extensive customization, enabling users to tailor the CRM to their specific needs, including custom fields and workflow automations.
  • Integration Capabilities
    It integrates with numerous third-party applications like Gmail, Outlook, and Zapier, enhancing its functionality and allowing for seamless data flow.
  • Mobile App
    Pipedrive provides a well-designed mobile app that allows users to manage their sales activities on the go, ensuring productivity from anywhere.

Analysis of Templafy

Overall verdict

  • Overall, Templafy is a well-regarded tool that strengthens document management and brand compliance. It caters to companies looking for an efficient way to manage templates and digital assets across various departments.

Why this product is good

  • Templafy is considered a good solution for businesses seeking to enhance their document management and creation processes. It integrates seamlessly with platforms like Microsoft Office, providing a centralized repository for company templates and brand assets. Its features include compliance support, easy updates to company-wide templates, and user-friendly access to assets, which help ensure consistency across business documents. These capabilities make it particularly valuable for large organizations that prioritize brand consistency and document accuracy.

Recommended for

    Templafy is particularly recommended for medium to large enterprises that require a streamlined approach to managing corporate templates, ensuring brand consistency, and enhancing productivity in document creation workflows. It is beneficial for industries such as legal, finance, marketing, and any other sectors where document standardization is crucial.

Analysis of Pipedrive

Overall verdict

  • Overall, Pipedrive is a well-regarded CRM solution especially praised for its ease of use and effectiveness in helping small to medium-sized businesses streamline their sales process.

Why this product is good

  • Pipedrive is often regarded as a good CRM tool because it provides a simple, user-friendly interface that helps sales teams manage leads, track communications, automate repetitive tasks, and analyze data to improve sales processes. It integrates well with other tools and offers customization options to fit various business needs.

Recommended for

    Pipedrive is recommended for small to medium-sized businesses (SMBs) and sales teams seeking a straightforward, affordable, and efficient tool to manage and improve their sales operations. Particularly, it suits teams that prioritize visual sales pipelines and require an easy learning curve.

Templafy videos

The Future of Business Documents: Templafy platform in 2020

More videos:

  • Review - Intro to Templafy with MS Office & Office 365
  • Demo - Templafy Library and Dynamics Demo

Pipedrive videos

Pipedrive Review - Sales CRM Tool

More videos:

  • Review - Pipedrive Review: the Good the Bad and the Ugly
  • Review - What's new in 2019 - Pipedrive
  • Tutorial - What is CRM? (Customer Relationship Management)
  • Review - Pipedrive CRM Review 2021
  • Review - Pipedrive is the Best CRM for More Sales
  • Review - Pipedrive CRM Review: Key Features, Pros And Cons, And Alternative Products
  • Review - Pipedrive Review, Pricing and Features

Category Popularity

0-100% (relative to Templafy and Pipedrive)
Other B2B Software
100 100%
0% 0
CRM
0 0%
100% 100
Brand Marketing
100 100%
0% 0
Sales
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Templafy and Pipedrive

Templafy Reviews

We have no reviews of Templafy yet.
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Pipedrive Reviews

  1. Pieter Jan
    · Co-founder at Vizito ·
    The best CRM for our SaaS business

    Pipedrive has made our business much more efficient in following up deals. Keep track of deals, meetings, mails and phone calls all in one place. We can quickly follow up on offers and used Pipedrive's automations and API to integrate our Vizito trials directly into Pipedrive.

    It offers the most flexibility while maintaining an easy-to-use interface and their support is superb!

    Keep up the great work!

    🏁 Competitors: HubSpot CRM, Teamleader
    👍 Pros:    Easy to use|Quick and easy|Stable|Easy integration|Api integration|Rest api|Cost-efficient
  2. jeet998
    · Chief Manager at Entab Infotech Pvt Ltd ·
    Best CRM Software: PipeDrive

    All alternatives are good but we prefer Pipedrive because of its great customization and most fit for company/business development.


Why We’re Building Mria CRM: The First Truly Native CRM for Jira
Next, we tried going outside the Atlassian ecosystem – using standalone CRMs like Zoho and Pipedrive. While these platforms were powerful, integrating them with Jira was costly, complex, and prone to syncing issues. We constantly battled data silos, duplicated effort, and poor visibility across systems. What we gained in CRM functionality, we lost in efficiency.
Source: mriacrm.com
Top 9 Best Copper CRM Alternatives for Businesses in 2023
Pipedrive offers a low-cost version for $12.50 per month that excludes the majority of the CRM capabilities that salespeople seek. Users must purchase the $50 version at least in order to run a business.
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
Using Pipedrive, businesses can customize chatbots and web forms and import or export data to and from spreadsheets or another CRM like Salesforce. The solution offers an AI-powered sales mentor for analyzing customer data usage. And its easy-to-use CRM software simplifies marketing and sales processes for businesses with small teams. Pipedrive is economically priced, making...
14 Best Copper CRM Alternatives to Use in 2022
Pipedrive is a CRM designed to grow sales. This Copper alternative provides businesses the ability to build custom sales pipelines to visualize the movement of prospects through the sales cycle. Pipedrive’s analytics help eliminate guesswork and allow you to make smarter decisions for your business. The software also allows you to automate several aspects of your sales...
What is CRM?
Hubspot is known for its marketing tools focused on the digital world. It launched its CRM just 3 years ago, and it has been widely accepted by small businesses due to its simplicity and low price. Another very similar alternative in this regard is Pipedrive.
Source: prokom.es

Social recommendations and mentions

Based on our record, Pipedrive seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Templafy mentions (0)

We have not tracked any mentions of Templafy yet. Tracking of Templafy recommendations started around Mar 2021.

Pipedrive mentions (2)

  • Why doesn't Microsoft have a better CRM product...?
    I feel like Microsoft could offer a more robust CRM than what's present with 'Contacts' under Outlook, and pretty easily. Something like Pipedrive... I mean it could syncronize all the datapoints that local Microsoft programs already have access to: mail, contacts, projects, teams, and LinkedIn. Source: over 2 years ago
  • Building Reach in Public
    Pipedrive → our CRM for tracking leads, tasks, conversations, and deals. We chose Pipedrive because it does a good job of providing an intuitive and relatively simple CRM while still having enough features to track our sales conversations. Pricing is accessible. Source: over 3 years ago

What are some alternatives?

When comparing Templafy and Pipedrive, you can also consider the following products

NEWOLDSTAMP - Email signature generator

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Exclaimer - Exclaimer is the industry's leading provider of email signature solutions, empowering businesses to unlock the potential of email as a key digital advertising channel.

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.

Loopio - Loopio RFP software helps your team collaborate and respond to RFPs, DDQs, and Security Questionnaires with ease. Book a demo today to see how Loopio can simplify your response process.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.