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Era or Pipedrive?

Short answerA sales team that only runs a pipeline: Pipedrive. Bookings, invoices and messages next to sales: Era.

Pipedrive is a CRM built for sales teams with the pipeline at its centre; stages, follow-ups and reports are very tidy. Era keeps the pipeline on the same customer card as bookings, quotes, invoices, the shop and the WhatsApp inbox.

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Side by side

The things a small business uses every day. Every row about Pipedrive was read on Pipedrive’s own site on 18 October 2026; rows we could not check are left out.

Era and Pipedrive side by side
Era
Pipedrive
Customer records and sales pipeline
Yes
Yes
Online booking and staff calendars
Yes
No
Online store, stock and orders
Yes
No
Quotes and invoicesPipedrive: quote documents with the Smart Docs add-on
Yes
Partly
WhatsApp, Instagram and email in one inboxPipedrive: WhatsApp through an integration
Yes
Partly
Workflows on business events
Yes
Yes
Permissioned AI teammates with approvalsPipedrive AI
Yes
Partly
Pricing
Prices soon; AI runs on your own subscription or API key
Lite, Growth, Premium, Ultimate per seat; 14-day trial

Pipedrive is a trademark of its owner and is not affiliated with Era. Products change quickly — if a row is out of date, tell us and we will fix it.

What it looks like in Era

This job has its own screen in Era, in the same workspace as customer cards, the calendar, the inbox and the AI. The screen below is Era itself, with sample data.

Sample screen · illustrative data

Switching from Pipedrive to Era

An afternoon’s work. If you like, spend the first week using both; nothing switches off at once.

  1. 1Export your customer list from Pipedrive as CSV.
  2. 2Drop the file into Era; columns map to name, phone and email and the rows become leads.
  3. 3Name your pipeline stages in Era and move your open deals.
  4. 4Run both for a week, then switch the old tool off.
Example run · sample data

When Pipedrive is the better pick

If your team spends the day on sales calls and pipeline reports matter most, Pipedrive is a very good choice.

When Era is the better pick

In Era a won deal turns into a quote, an invoice and a booking from the same record, and when the customer writes on WhatsApp the chat shows on that card too.

Era and Pipedrive — questions

If your team spends the day on sales calls and pipeline reports matter most, Pipedrive is a very good choice. In Era a won deal turns into a quote, an invoice and a booking from the same record, and when the customer writes on WhatsApp the chat shows on that card too.

Export your customer list as CSV and import it into Era as leads.

No. Era shows stages, sources and win rates; Pipedrive’s reports and forecasts for sales teams go deeper.

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One workspace for your business.

Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.

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