A Pipedrive alternative for service businesses that sell, then do the work
Short answer: Pipedrive is a well-liked sales CRM built around a visual pipeline. If you are looking for a Pipedrive alternative because the deal is only half your work, Alori keeps the pipeline and adds what happens after "Won": quotes, the schedule, jobs, invoices, texting and calls, all in one all-in-one app on one set of data.
Who Pipedrive fits well
Pipedrive is a sales CRM made for salespeople. It is a strong choice when:
- Your business is mostly selling: many deals, many follow-ups, a team that lives in the pipeline.
- You want a clean drag-and-drop board and activity reminders without a heavy setup.
- The delivery side (jobs, scheduling, invoicing) is handled by another tool, or there isn't one.
Why service owners look for an alternative
A service business does not stop at the deal. Once the customer says yes, someone writes a quote, books a visit, sends a technician, and sends an invoice. With a sales CRM in the middle, that usually means:
- Typing the customer again in the job software and again in accounting.
- Paying for several tools (CRM, phone, scheduling, invoicing) that do not see each other's data.
- A pipeline that stops at Won. The office cannot tell from the CRM whether the job is booked or the invoice paid.
- Per-seat pricing that makes owners hesitate to give technicians and office staff a login. Alori has unlimited users on every plan.
Side by side
| Pipedrive | Alori | |
|---|---|---|
| Deals board | Yes, its core | Yes: drag deals between stages, Won and Lost |
| Several pipelines | Yes | Yes, up to 20, each with its own stages |
| Products and recurring revenue on deals | Yes | Yes: one-time, monthly, quarterly or yearly lines, with MRR and ARR |
| Quotes, schedule, jobs, invoices | Through other tools | Built in, on the same customer record |
| Texts, calls, email in one thread | Email built in; calling and texting depend on plan and add-ons | Shared inbox with email, texts and calls, plus a business phone number |
| Change the CRM | Settings and custom fields | Ask in plain words, Alori changes the app |
| Users | Priced per seat | Unlimited users on every plan |
What Alori replaces, and what it does not
Alori replaces the CRM and the tools around it:
- Leads and deals on a board, with your own stages, several pipelines, products and recurring revenue on each deal. See customers.
- Leads that arrive by themselves: Facebook and Instagram lead ads, a lead link for Zapier, Make or Google Ads, and quote requests from your website.
- Find a missing email or phone with Apollo, using your own Apollo plan.
- One inbox: emails (including your own Gmail), texts and calls sit in one thread per customer. See conversations.
- Ask Alori over your data: "where are we with the Gagnon deal?", "move these three deals to Won", or Catch me up on a deal's page. See AI CRM.
- After the deal: quotes with online accept and signature, the schedule, jobs and invoices, all tied to the same customer.
What it does not replace: if your team runs advanced sales reporting, sales forecasting or a large marketplace of integrations in Pipedrive, those are not Alori's focus today. Alori's Dashboard shows today's work, money and sales at a glance, and a read-only key lets Power BI or Excel pull your records for deeper reports.
How to switch
- Bring your people in. Paste a list into Ask Alori: "Add these customers:" for customers, or "Add these as deals" to put a list straight on a pipeline (up to 60 at once). For a large export, a developer can use the import API. Coming from HubSpot instead? The HubSpot move brings contacts, deals, notes and more in a few steps.
- Set your stages. Rename, add or reorder stages, or ask Ask Alori: "Add a stage Site visit after Contacted".
- Connect your sources. Lead ads, the lead link, Gmail.
- Invite the team. Everyone gets a login, at no extra cost per person.
Comparing with other CRMs? See the HubSpot alternative. Plans are on pricing, with a free plan and no card needed.
FAQ
Is Alori a good Pipedrive alternative? For a service business that sells and then does the work, yes: the pipeline, the quote, the job and the invoice live in one app, and every teammate gets a login. For a pure sales team that needs advanced forecasting and reporting, Pipedrive stays a strong fit.
Can I import my deals from Pipedrive? Export your deals, then paste the list into Ask Alori with "Add these as deals" (up to 60 at a time), or have a developer send a large file through the import API.
Does Alori have a visual pipeline like Pipedrive? Yes. The deals board shows each sale as a card in its stage column. Drag a card to move it, with Undo if you drop it in the wrong place.
Can I keep several pipelines? Yes, up to 20, for example one for new installs and one for maintenance contracts.