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.

Sales to installation

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
Sales pipeline

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:

Pipedrive handles this

Deal Won

Customer accepts your quote

Payaca handles this

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

Primary Purpose

Payaca

Complete platform for installation businesses

Pipedrive

Sales pipeline and CRM

Industry Focus

Payaca

Built for solar, heat pumps, batteries, EV

Pipedrive

Generic - works for any sales team

Sales Pipeline

Payaca

Visual pipeline with installation-specific stages

Pipedrive

Excellent visual pipeline management

DNO Applications

Payaca

ENA Connect integration for G98/G99

Pipedrive

Not available - no DNO support

MCS Compliance

Payaca

Built-in MCS certificate generation

Pipedrive

Not available - no compliance features

Design Tool Integration

Payaca

EasyPV, OpenSolar, Heatpunk

Pipedrive

No solar or heat pump design integrations

Job Management

Payaca

Multi-stage installation project tracking

Pipedrive

Deal tracking only - no job management

Quoting

Payaca

Multi-option clean tech proposals with specs

Pipedrive

Basic quotes with Smart Docs add-on

Field Team Mobile App

Payaca

Offline-capable app for installers

Pipedrive

Sales app for reps - not field technicians

Invoicing

Payaca

Full invoicing with payment collection

Pipedrive

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.