Comparison
MagnetCustomer vs Pipedrive
Beyond the pipeline — complete platform for financial services
Pipedrive is great for simple sales pipelines, but it lacks contact center, financial integrations and customer success. Magnet Customer delivers everything in one platform.
All-in-one platform
IRM + Pipeline + Contact Center + Campaigns + Dashboards in one place. With Pipedrive, you need several add-ons.
Integrated contact center
WhatsApp, LiveChat, SLA and complete history. Pipedrive doesn't offer a native contact center.
Financial integrations
Native BTG, XP and Safra. Acquisition, positions and financial products automatically synced.
Feature-by-feature comparison
Magnet Customer leads in <strong>12 features</strong>
Feature
Magnet Customer
Pipedrive
Complete IRM (investors, portfolios, lifecycle)
Kanban acquisition pipeline
Integrated email with tracking
WhatsApp Business integrated
Basic integration
Omnichannel contact center
Multi-channel campaigns (email + WhatsApp)
Campaigns add-on
Process automations
Limited
Customizable dashboards
Basic
Native BTG Pactual integration
Native XP Investimentos integration
Native Safra integration
Automatic SLA management
Customer Success (post-sale journeys)
Complete API
100% Portuguese interface
Portuguese support
Partial
IRM specialized for the financial market