The short version
Stay with Pipedrive if you sell deal by deal over email and calls, and you want your inbox synced and your calls written up for you. Pick Palby CRM if your customers message you on WhatsApp and what you need is the list of who to follow up today.
Who should pick which
Stay with Pipedrive if
- You work from your inbox and want Gmail or Outlook synced both ways
- You want calls recorded and the CRM update drafted after each one
- You'd like printed prices and a 14-day trial with no card
Pick Palby CRM if
- Your customers write to you on WhatsApp, and you want each chat on their record
- You want one list of everyone due a follow-up today or overdue
- You want what each customer has paid added up against your revenue goal