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Pipedrive vs Zoho Books

Pipedrive logo

Pipedrive

Software

The CRM that sales teams love to use

From
On request
Rated
-
Full reviewWebsite
Zoho Books logo

Zoho Books

Software

Simple, smart accounting software for growing businesses

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Zoho Books has a free tier, so it costs nothing to try first.
  • Each has a real cost: Pipedrive email account connectivity restricted to maximum of five email accounts per user; Zoho Books payroll only available in Texas and California, limiting US usefulness
  • They diverge on capability: Pipedrive covers Visual pipeline, Zoho Books covers Invoicing.

Where they differ

Only the attributes on which Pipedrive and Zoho Books actually diverge.

Attributes where Pipedrive and Zoho Books differ
AttributePipedriveZoho Books
Starting priceOn requestFree
Pricing modelsubscriptionUnknown
Free tierNoYes
Founded20101996

Identical on both: platforms (Web, iOS, Android), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Pipedrive

  • Visual pipeline
  • Deal tracking
  • Activity reminders
  • Email integration
  • Mobile apps
  • Reporting
  • Goal tracking
  • Lead management

Only in Zoho Books

  • Invoicing
  • Expense tracking
  • Bank reconciliation
  • Financial reports
  • Tax compliance
  • Zoho CRM
  • PayPal
  • Stripe

Both cover

  • GDPR

What people use each for

The jobs each tool is most often brought in to do.

Pipedrive

  • Sales pipeline management with kanban-style dashboardsnot Zoho Books
  • Multi-channel communication with email and calendar syncnot Zoho Books
  • Sales automation for small to mid-market teamsnot Zoho Books

Zoho Books

  • Invoicingnot Pipedrive
  • Expense managementnot Pipedrive
  • Tax preparationnot Pipedrive

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Pipedrive

  • Email account connectivity restricted to maximum of five email accounts per user

Zoho Books

  • Payroll only available in Texas and California, limiting US usefulness
  • Limited access to historical financial data compared to competitors
  • Customer support is slow with long response times and frustrating workarounds
  • Fewer integrations than QuickBooks Online and Xero
  • User limit restrictions (1-15 depending on plan) compared to Xero's unlimited users
  • Occasional inaccuracies in automatic exchange rate updates for international transactions

Pricing, plan by plan

Pipedrive

On request

No published plan breakdown. See the Pipedrive review.

Zoho Books

Free
  • FreeFree
    • 1 user + accountant
    • Unlimited invoices
  • Standard$20/month
    • 3 users
    • Core accounting
  • Professional$60/month
    • 5 users
    • Advanced reporting
  • Premium$120/month
    • 10 users
    • Inventory management

Which should you pick?

Choose Pipedrive if

  • You need visual pipeline.
  • You work on Web, iOS, Android.
  • You also want deal tracking.
Pipedrive review

Choose Zoho Books if

  • You need invoicing.
  • You want to start without paying.
  • You work on Web, iOS, Android.
  • You also want expense tracking.
Zoho Books review

Questions people ask

Is Pipedrive or Zoho Books better?
Neither clearly leads. Pipedrive starts at On request and Zoho Books at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Pipedrive or Zoho Books?
Zoho Books has a free tier; the other does not. Paid plans start at On request for Pipedrive and Free for Zoho Books.
Does Pipedrive or Zoho Books run on more platforms?
Both run on Web, iOS, Android, so platform support will not decide this one for you.
Can I use Zoho Books for free?
Yes. Zoho Books has a free tier, so you can try it without paying. Pipedrive starts at On request.
What is Pipedrive best used for?
Pipedrive is most often used for sales pipeline management with kanban-style dashboards, multi-channel communication with email and calendar sync, sales automation for small to mid-market teams. Of those, sales pipeline management with kanban-style dashboards and multi-channel communication with email and calendar sync are not what Zoho Books is typically brought in for.
What can Pipedrive do that Zoho Books cannot?
Pipedrive covers Visual pipeline, Deal tracking, Activity reminders, Email integration. Zoho Books covers Invoicing, Expense tracking, Bank reconciliation, Financial reports. Both handle GDPR.

Answered from the vendors’ own pages

Zoho Books: Does Zoho Books support payroll?

Zoho Books offers limited payroll integration available only in Texas and California currently. Outside these states, users must use separate payroll software.

Source
Zoho Books: How many users can access one account?

User limits vary by plan: Free tier (1 user + accountant), Standard (3 users), Professional (5 users), Premium (10 users), Elite (15 users). Each business requires separate subscription.

Source
Zoho Books: What integrations does Zoho Books support?

Zoho Books integrates with Shopify, WooCommerce, Razorpay, PayPal, Stripe, Salesforce, Google Sheets, and 500+ apps via Zapier. It integrates with other Zoho products like Zoho Inventory and Zoho Projects.

Source
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Related pages

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