Payaca vs Pipedrive
Sales CRM vs complete installation business platform
Pipedrive is great at tracking deals. But what happens after you win? Installation businesses need more than a sales pipeline.
Payaca
From first enquiry to final invoice. Sales, operations, compliance, and finance in one platform.
- Visual sales pipeline
- Multi-option proposals and e-signatures
- Job management and field team app
- DNO, MCS, invoicing included
Pipedrive
Focused sales CRM for pipeline management. Great at tracking deals through to close.
- Excellent visual pipeline
- Good mobile app for sales reps
- No job management or field tools
- Stops at deal close
What Happens After You Win the Deal?
Pipedrive ends where your work really begins. Here's the gap:
Deal Won
Customer accepts your quote
Schedule Survey
Send surveyor with mobile app
Submit DNO Application
G98/G99 via ENA Connect
Installation & Commission
Field team with offline mobile app
Generate MCS Certificate
Compliance documentation
Invoice & Collect Payment
Online payments via customer portal
Feature Comparison
| Feature | Payaca | Pipedrive |
|---|---|---|
| Primary Purpose | Complete platform for installation businesses | Sales pipeline and CRM |
| Industry Focus | Built for solar, heat pumps, batteries, EV | Generic - works for any sales team |
| Sales Pipeline | Visual pipeline with installation-specific stages | Excellent visual pipeline management |
| DNO Applications | ENA Connect integration for G98/G99 | Not available - no DNO support |
| MCS Compliance | Built-in MCS certificate generation | Not available - no compliance features |
| Design Tool Integration | EasyPV, OpenSolar, Heatpunk | No solar or heat pump design integrations |
| Job Management | Multi-stage installation project tracking | Deal tracking only - no job management |
| Quoting | Multi-option clean tech proposals with specs | Basic quotes with Smart Docs add-on |
| Field Team Mobile App | Offline-capable app for installers | Sales app for reps - not field technicians |
| Invoicing | Full invoicing with payment collection | No invoicing - needs integration |
Primary Purpose
Complete platform for installation businesses
Sales pipeline and CRM
Industry Focus
Built for solar, heat pumps, batteries, EV
Generic - works for any sales team
Sales Pipeline
Visual pipeline with installation-specific stages
Excellent visual pipeline management
DNO Applications
ENA Connect integration for G98/G99
Not available - no DNO support
MCS Compliance
Built-in MCS certificate generation
Not available - no compliance features
Design Tool Integration
EasyPV, OpenSolar, Heatpunk
No solar or heat pump design integrations
Job Management
Multi-stage installation project tracking
Deal tracking only - no job management
Quoting
Multi-option clean tech proposals with specs
Basic quotes with Smart Docs add-on
Field Team Mobile App
Offline-capable app for installers
Sales app for reps - not field technicians
Invoicing
Full invoicing with payment collection
No invoicing - needs integration
Frequently Asked Questions
- Can I use Pipedrive for my solar installation business?
- Pipedrive handles sales pipelines well, but stops when you win the deal. Installation businesses need job management, scheduling, field tools, compliance, and invoicing that Pipedrive doesn't provide. You'd need 3-4 additional tools to run your full operation.
- What does Pipedrive do well?
- Pipedrive excels at visual sales pipeline management. The interface is clean, the mobile app is good for sales reps, and it helps track deals through stages. But it's designed for closing deals, not managing installation projects or compliance.
- Is Pipedrive cheaper than Payaca?
- Pipedrive starts at lower prices, but you'd need to add scheduling software, field service tools, quoting solutions, invoicing systems, and compliance tracking separately. The combined cost typically exceeds Payaca while being harder to manage. Compare total cost of running your business.
- What happens after I close a deal in Pipedrive?
- In Pipedrive, you'd mark the deal as won and manually transfer information to other systems for scheduling, operations, and invoicing. In Payaca, won deals become installation projects with scheduling, compliance tracking, and invoicing all connected - no manual handoff needed.
- Can Pipedrive handle installation scheduling?
- Pipedrive has basic activity scheduling for sales calls and meetings, but lacks proper resource scheduling for installation teams, route planning, and field dispatch. You'd need dedicated scheduling software alongside Pipedrive.
- Should I use Pipedrive for sales and another tool for operations?
- You could, but you'd have data silos and manual processes between systems. When a deal closes, someone needs to recreate it in your operations tool. Payaca keeps everything connected - your sales pipeline flows directly into project management, scheduling, and invoicing.
From pipeline to payment
See how Payaca takes you from first contact to final invoice.