The Pipedrive alternative you own: your pipeline and your rules, with your agents on the same deals.
Your deals, people, organisations and activities in one place you own, with the stages and rules your team works by. Your agents qualify leads, keep deals up to date and answer pipeline questions within your roles, and you pay for usage, not seats. We do the whole move off Pipedrive for you and run both side by side until every team has switched.
- First version in two weeks, at a fixed price
- Deals, people and activities come over
- Pipedrive keeps running until every team has switched
- No seats
SegmentStream gives you a CRM you own instead of Pipedrive: your organisations, people, deals and activities, your own stages and rules, agents working the same records, and no seats. Stay on Pipedrive if a visual pipeline and its add-ons cover how you sell. Move if your sales process has outgrown it, or you want the CRM next to your finance and operations records. We do the whole move for you and run both side by side until every team has switched.
Stay on Pipedrive if
- A visual pipeline and Pipedrive's add-ons cover how you sell.
- Your team relies on calling or meeting scheduling inside the CRM.
- You want a ready-made product rather than one shaped to your process.
Move to SegmentStream if
- Pipedrive is priced per seat, with add-ons on top, and more of the company needs the CRM.
- Your rules don't fit stages and custom fields: a lost deal needs a reason, a won deal should create the client.
- You want your agents to qualify leads and keep deals up to date, within your roles.
- You want sales next to contracts, invoices and support, in one database you own.
We move you, if you want
Our engineers model your pipelines and rules with your sales leads, bring organisations, people, deals and activities over from Pipedrive's API, rebuild the views your team relies on, and run both side by side until every team has switched.
Request a pilot →Last reviewed October 2026 · Sources: Pipedrive pricing
Every object counted in Pipedrive and in your workspace, every night, until each team has switched. Pipedrive is never written to.
Swipe the screen sideways to see all of it.
What comes over, and what stays
What you bring from Pipedrive, and what you keep in the tools you like.
- Organisations and people, with your custom fields
- Deals, with their pipelines and stages
- Activities and notes, on the records they belong to
- Leads, into a lead inbox with triage
- Insights and reports, as pages in your own app
- Calling and meeting scheduling, in the tools you use for them
- Drag-and-drop email editing: templates live in code or in your email provider
- Sending: email goes out through Resend or the email service you choose, on your domain
What the Pipedrive alternative does
Your sales team keeps the pipeline view it likes, on a CRM shaped to how you sell. Everyone who needs it gets it without a seat, your agents keep leads and deals up to date, and the deals sit next to the contracts, invoices and support the rest of the company works on.
- Organisations, people, deals, activities and notes come over from Pipedrive.
- Your pipelines, stages and rules: a deal moves only through its own step, lost needs a reason, and won creates the client.
- Website forms send leads straight in, and each new lead reaches the team by email and in its chat in Slack, Teams, WhatsApp or Telegram.
- Your agents qualify and enrich leads and keep deals up to date, as the person they work for.
- No seats and no add-ons: everyone who needs the CRM gets it, and you pay for what runs.
- You own it: your own database, direct API access with no limit on calls, and full agent access within the roles you give.
What it covers
Your pipelines, your stages
Leads, deals, companies, contacts and clients with the fields and stages your team actually uses, in as many pipelines as you sell through. Change a rule by describing it to your agent and deploying.
Moved over with its activities →
Organisations, people, deals, activities and notes come over through Pipedrive's API, and both run side by side until each team switches.
Lead intake and alerts
Website forms send leads straight in. Each new lead is emailed to the team and posted to its chat in Slack, Teams, WhatsApp or Telegram, and the post updates when someone takes it.
Leads graded for you →
Every inbound lead graded A to D against standards you write in plain language, with the reason, in your sales team's own app.
Your agents work with all your sales data →
Every contact, company and deal is open to your agents and your developers, with no limit on API calls, always within the caller's role.
The company agent →
Ask about leads and deals in Slack, Teams, WhatsApp, Telegram or email. It answers as the member asking, with that member's permissions.
Every Pipedrive concept, and where it lives in your workspace
For your engineers: every Pipedrive concept and where it lives once you have moved.
| In Pipedrive | In your workspace | What to know |
|---|---|---|
| Organisations | company entity with your fields | Loaded through Pipedrive's API |
| People | contact entity with your fields | Linked to their organisations |
| Deals and pipelines | deal with your stages, moved only through its moveStage action | Lost needs a reason; won creates the client |
| Custom fields | Typed properties | Named as your team names them |
| Activities and notes | Activities and notes on the record | Loaded with their dates and owners |
| Leads inbox | lead with intake, triage and qualification | Website forms submit through an API key |
| Workflow automations | Workflows in code, and rules inside actions | Started on a schedule, from the app or from another workflow |
| Insights and reports | Pages in your own app and SQL models in your warehouse | Definitions in code |
| Users and seats | Members with roles | No seats; you pay for usage |
What SegmentStream does not do
- A built-in phone dialler or meeting scheduler. Keep the tools you use for those, or connect them through their APIs.
- A drag-and-drop email editor. Templates live in code or in your email provider.
- Its own mail servers. Email goes out through Resend or the email service you choose, on your domain.
How a migration from Pipedrive works
We do every step for you, or your team does it with its own agent and our engineers on call. Pipedrive keeps running until the last team has switched.
- 01
Model how you sell
Your pipelines, stages, fields, rules and roles are written with your sales leads, as a pull request you can read before anything moves.
- 02
Bring deals, people and activities over
Organisations, people and deals load through Pipedrive's API, with their activities and notes. Nothing in Pipedrive is changed.
- 03
Point your forms at your workspace
Website forms send leads straight in, and can submit nothing but leads. During the side-by-side run both receive them.
- 04
Rebuild the views your team relies on
The pipeline by stage, the lead inbox, the client list and your reports become pages in your own app, compared with Pipedrive's numbers side by side.
- 05
Switch team by team
Each team switches when its views match. Pipedrive stays until your subscription says otherwise, and nothing is switched off before that.
Moving off Pipedrive? We do the whole move for you.
Our engineers model your pipelines and rules with your sales leads, bring organisations, people, deals and activities over from Pipedrive, rebuild the views your team relies on, and run both side by side until every team has switched. It starts with a fixed-scope pilot.
Nothing switches until the numbers match.
Both systems run side by side. Every number your teams rely on is compared, and every difference is explained before anything is turned off.
| Metric · Sept | Pipedrive | Workspace | Status |
|---|---|---|---|
| Open deals | 214 | 214 | match |
| Pipeline value | £4,120,500 | £4,051,500 | explained |
| Deals won | 37 | 37 | match |
| Contacts | 18,406 | 18,406 | match |
| New leads | 1,408 | 1,408 | match |
Your pipeline's data model, as deployed.
Deals, leads, contacts and companies with every field typed and every relationship drawn, in a database you own.
- Pipedrive
- Pipedrive add-ons
- Sales reports in spreadsheets
Pipedrive keeps running while you move. Organisations, people and deals come over with their activities and notes, and your forms send leads to both. Each view your team relies on is rebuilt and compared with Pipedrive's numbers, and each team switches when its views match.
Enterprise, with our engineers
Our engineers model your pipelines and rules with your sales leads, bring organisations, people, deals and activities over from Pipedrive, rebuild the views your team relies on, and run both side by side until every team has switched.
Self-serve, with your own agent
Connect Pipedrive with an API token and tell your agent how you sell. It writes the entities, actions and roles, loads your records, and segmentstream deploy gives you the app, the API and the MCP tools.
curl -fsSL https://cloud.segmentstream.com/install.sh | shRelated solutions
Questions
Is SegmentStream Cloud a Pipedrive alternative?
For the CRM your sales team runs on, yes: organisations, people, deals and activities live in a workspace you own, with your stages and rules, roles for every team and agents working the same records. It has no phone dialler, meeting scheduler or drag-and-drop editor; keep the tools you like for those.
Can we move off Pipedrive without losing activities?
Yes. Organisations, people, deals, activities and notes come over through Pipedrive's API with their dates and owners, checked with you in the pilot. Both run side by side until each team's views match, and nothing in Pipedrive is switched off before that.
Will you do the Pipedrive migration for us?
Yes. Our forward-deployed engineers do the whole move if you want it: your pipelines and rules, the import, your forms, the views your team uses and the side-by-side comparison, starting with a fixed-scope pilot. Request it on this page and your note goes to our founder, not a sales queue.
What does it cost?
Usage: compute, storage, queries, app traffic, the company agent and AI evaluations. No seats and no add-ons to unlock a feature, so everyone who needs the CRM gets it.
How long does a Pipedrive migration take?
Our engineers put the first version in your workspace in two weeks at a fixed price, usually the pipeline, the lead inbox and your forms first. Each team switches when its views match Pipedrive's.
Who owns the code and the data?
You do. The code lives in a private git repository for your workspace; clone it with plain git, keep a copy on GitHub, take it with you. The database is yours, with no limit on API calls and full agent access within the roles you give. SegmentStream runs it.
Rather have it moved for you? Request a pilot.
Our engineers model your pipelines and rules with your sales leads, bring organisations, people, deals and activities over from Pipedrive, rebuild the views your team relies on, and run both side by side until every team has switched.
- One solution, on your data, in your own workspace
- First version live in two weeks
- Parity proven before anything is switched off
- Fixed scope and price, credited to your contract if you continue
Not ready for a pilot? Send the form anyway with your question. An engineer will reply, not a sales rep.
How the pilot worksBuild your company’s own software. Let agents run it.
$ segmentstream workspace create acme --region eu --subdomain acme
▸ Created workspace acme · database, warehouse and a private git repository
$ segmentstream workspace WORKSPACE-ID clone acme && cd acme
▸ your coding agent builds what your team asked for and runs the checks
$ git add -A && git commit -m "First version"
$ segmentstream deploy
▸ app, company agent, API and MCP tools live for your invited members
Our engineers build the first version on your data in two weeks, at a fixed price.
Or build it yourself with your coding agent:
curl -fsSL https://cloud.segmentstream.com/install.sh | sh