Instead of Pipedrive
Stop renting Pipedrive. Own your CRM.
We build your version around how you sell, follow up and track deals, bring your Pipedrive data across, and run it for you. Everyone who needs the pipeline can see it, with no charge per person.
Pipedrive charges per seat, per month, on each plan. Email sync and automations sit on the higher plans, and the lowest price per seat needs a year paid up front.
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
What you are paying for
Most of a Pipedrive bill is the front end
The customer list is yours. The screens around it are what you rent, and the rent is set per person, per month, per plan.
A seat for everyone who looks
Every person who needs to see the pipeline is another monthly seat, including the manager who opens it twice a month.
The useful parts sit higher up
Email sync, automations and deeper reporting sit on the plans above the entry one. Moving up changes the price of every seat, not only the ones that need it.
Add-ons on top of the plan
Extra tools such as lead capture and campaigns are sold on top unless your plan includes them.
The low price needs a year up front
The headline price is for annual billing. Paying month to month costs more per seat.
Dashboards that answer their questions
Reports show what the vendor decided to chart. The question you actually have is often a filter you cannot build.
Your history behind their export
Your customer history lives in their system. Leaving means export files and a rebuild.
Your own CRM
The weekly sales jobs, as plain questions
Pipeline
Ask for the pipeline, get the answer
Your deals are plain records, so any question you can phrase gets answered, not only the ones on a dashboard.
- check Deals by stage with value and weighted value
- check What moved this week and what is stuck
- check Win rate, average deal size and days to close
- check Any question you can phrase, by person, product or region
Follow-ups
It tells you who has gone quiet
One request lists every open deal, task and contact that needs a nudge, then drafts the nudge from the full history.
- check Open deals with no activity in 14 days
- check Overdue tasks and contacts nobody has spoken to in a month
- check A follow-up email drafted from the full timeline, in your voice
- check Nothing sends without you
The team
Everyone sees it, nobody is a seat
Salespeople, the owner and the accounts team work from the same records, with no extra charge when someone joins.
- check One shared database for the whole team
- check Log a call or a meeting in one sentence
- check A Monday pipeline review written for you
- check New steps added as your sales process changes
Your data
A database you own
Your Pipedrive companies, people and deals come across with their stages, values and notes, and stay readable by any tool.
- check Pipedrive history brought across and checked against your counts
- check Plain records that outlast any vendor
- check Open source, so there is no vendor to leave
- check Connected to the rest of your business when you want it
Make it yours
Design your own Pipedrive replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Pipedrive. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Pipedrive data across and run it for you.
Switching
How to switch from Pipedrive
Moving off Pipedrive is mostly one export, one import command, and a short stretch running both systems side by side before you turn Pipedrive off.
- 1
Export your Pipedrive data
In Pipedrive, export Organizations, Persons and Deals as CSV files. These three exports carry the pieces the CRM needs: companies, the people at them, and every deal with its stage, value and notes attached. Sample files in the same shape are included in the free version if you want to see the format before exporting your real account.
- 2
Import them with one command
Import your three CSV files into the new system. It maps your Pipedrive stages onto Lead, Qualified, Proposal, Negotiation, Won and Lost. It is safe to do more than once: records match on their Pipedrive ids, so importing again updates records instead of duplicating them.
- 3
Check what didn't carry over
Read the guide before you rely on the import. It spells out what does not carry over from Pipedrive, and shows exactly which file feeds which type of record. Check the numbers against your Pipedrive account: same company count, same deal count, same total pipeline value.
- 4
Run both systems side by side
Keep Pipedrive open for a short stretch while you start working from the new system. Log calls and move deals in both places, then compare the pipeline view and follow-ups list against what Pipedrive shows. Once the numbers match and the team is comfortable working this way instead of clicking through screens, you are ready to stop.
- 5
Turn off Pipedrive
Once your team is working entirely from the new commands and you have confirmed the import brought over what you need, cancel Pipedrive. Your data now lives in your own database, with no per-seat fee and no vendor holding your pipeline.
Where the real effort goes
The real work is not the import command, it is deciding how your Pipedrive stages, custom fields and rules should map onto the new database, and how much history is worth bringing across. That takes judgment about your own process, not just a CSV file. Enterprise DNA handles this mapping and migration for you as part of the installed version.
Not ready for a call?
Get your Pipedrive switch plan by email
We will send you the step-by-step plan for moving your business off Pipedrive, what the move really involves, and how we would do it for you.
Sent. Check your inbox.
Your Pipedrive switch plan is on its way.
Rather talk it through? Book a call arrow_forwardThree ways to own it
Do it yourself, have it customised, or have it run for you
Open source
Do it yourself
Free, open source
- 1 Clone the repo and run npm install
- 2 Run npm run demo, then open the folder in Claude Code and type /pipeline
- 3 Export Organizations, Persons and Deals from Pipedrive and run the import
- 4 Point it at a shared database when your team needs it
Built around your business
We customise it
One setup fee, then a retainer for ongoing work
- check Your stages, custom fields and sales rules
- check Your Pipedrive data mapped across and checked against your deal counts
- check Your email and calendar connected so activity logs itself
- check A simple screen for the team if they want one
Omni by Enterprise DNA
We run it for you
One setup fee, then a retainer
- check Installed with access and backups set up
- check Follow-ups and the weekly pipeline review prepared for you
- check Kept working as your team and process change
- check Run through Omni by Enterprise DNA, beside the rest of your business
Questions
Instead of Pipedrive, answered
Is this cheaper than Pipedrive? expand_more
The free version has no licence fee; hosting, your Claude subscription and your time are separate. Pipedrive's bill is seats times plan, every month, so the gap grows with the team. We look at your actual Pipedrive invoice before recommending anything, and if staying is the better call we say so.
What happens to my Pipedrive history? expand_more
Export Organizations, Persons and Deals from Pipedrive and they come across in one step: companies, people, deals, stages, values and notes. Importing again updates records instead of duplicating them. Custom fields and automations are mapped by hand, which is part of what we do in a switch.
My team likes dragging deals across a board. What replaces that? expand_more
In the free version, stages are something you ask about and change in a sentence, not cards you drag. If the team wants a board, we build one into your version on the same database.
Can the whole team use it? expand_more
Yes. Everyone works from the same shared database, and adding a person adds no fee. Who can see and change what is set up for your team when we build your version.
Do I need to know how databases work? expand_more
No. You ask in plain English and Claude does the work, and nothing is sent to a customer without you. When we run it for you, we look after the database too.
Bring your Pipedrive invoice to a 30-minute review
Spend 30 minutes with Sam. Bring your Pipedrive invoice, your plan and how many seats you pay for. We will work out what you pay in a year, what your team actually uses, and what your own CRM would look like. If staying on Pipedrive is the better call, we will say so.
CRM for Claude Code is free and open source, published by Enterprise DNA.
Done paying for Pipedrive?
Book a 30-minute Pipedrive bill review