Octabiz vs Pipedrive
Pipedrive is an easy sales CRM built around a visual deal pipeline. Octabiz adds an online store, card payments, deliveries, invoices and business email in one plan.
Checked against Pipedrive's pricing, LeadBooster, Marketplace and help pages · Oct 3, 2026
Octabiz includes 15 of 15 features. Pipedrive includes 4 of 15.
Which one fits you?
Choose Octabiz if
- You sell to shoppers online and need a store, checkout and card payments
- You want invoices and estimates built in instead of connecting other apps
- You deliver orders yourself and want routes with photo and signature proof
Pipedrive may suit you if
- Your work is mostly deals and follow-ups, and a visual sales pipeline is what you need
- You want a focused sales tool and already have a shop and accounting elsewhere
What comes in the box
| Feature | Octabiz | Pipedrive |
|---|---|---|
| Selling online | ||
| Online store and checkout | Included: OctaShop | Not included: Use a separate store builder |
| Ready-made looks, no code needed | Included: Four looks to start from | Not included: No website or store builder |
| Discount codes | Included: Percent, money off or free delivery | Not included: Use a separate store builder |
| Reminder email for carts left behind | Included: Goes out the next day | Needs an app: Through store integrations |
| Shop in several languages | Included: English, Español, Français, العربية | Not included: No store to translate |
| Payments & delivery | ||
| Card payments | Included: Through Stripe | Needs an app: Stripe and other marketplace apps |
| Cash, bank transfer and pay at pickup | Included: Turn each one on or off | Not included: Use a separate service |
| Delivery routes for your own drivers | Included: Driver app with photo and signature | Not included: Use a separate delivery app |
| Running the business | ||
| Invoices and estimates | Included: Linked to orders and payments | Needs an app: Quotes via Smart Docs; invoices via apps |
| Customer records with every order and email | Included: One record per customer | Included: Visual pipeline, a core strength |
| Business email at your own address | Included: Send and reply from your own domain | Not included: Syncs the email you already have |
| Shared inbox for the team | Included: See who is replying | Included: Team Inbox on higher plans |
| Assistant that answers shoppers | Included: Chat and voice | Basic: Chatbot with LeadBooster |
| Help & upkeep | ||
| Hosting, security and updates | Included: Done for you | Included: Hosted for you |
| Help from real people | Included: Chat and email | Included: 24/7 chat and email support |
Included: comes with the plan · Basic: a simpler version · Needs an app: add a separate app or plugin · Paid extra: costs more on top · Not included: use a different service
To run the whole business on Pipedrive, you'd add 5 more tools
Each extra tool is another login, another bill and another place your customer's details live.
- Cart reminders: Through store integrations
- Translations: No store to translate
- Delivery routes: Use a separate delivery app
- Invoices: Quotes via Smart Docs; invoices via apps
- Business email: Syncs the email you already have
With Octabiz: one login for the online store, invoices, customer records, business email, shared inbox, delivery routes, shop assistant and hosting.
Moving from Pipedrive? We do it for you.
- We copy everything. Products, customers and past orders come over from Pipedrive.
- You check it. Look through your new shop before anyone sees it.
- We switch your address. Your domain points to Octabiz. Nothing goes offline.
Questions about Octabiz and Pipedrive
Can I move from Pipedrive to Octabiz?
Yes. We copy your people, organizations, products and deal history, then connect your web address so customers find you at the same place.
Does Octabiz have a sales pipeline?
Octabiz keeps one record per customer with every order, invoice, payment and email, so your team sees the whole history in one place.
Do I need extra apps for payments or invoices?
No. Card payments, invoices and estimates are part of the one Octabiz plan.
Will anything go offline during the switch?
No. We set everything up first and switch you over once it is ready, so there is no downtime.
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