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Zenit OS vs Pipedrive: comparison

Pipedrive and Zenit OS may be considered by an agency looking to organize sales opportunities. Pipedrive is an alternative for those who value visual management of the sales funnel. Zenit OS brings together sales processes with resources aimed at prospecting via WhatsApp, onboarding, operations and finance for agencies in Brazil and English-speaking markets. The decision depends on the routines, people and modules needed.

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Zenit OS is a platform for marketing agencies that brings sales management, WhatsApp prospecting, client operations and financial tools together in one place.

In what situation can Pipedrive best serve you?

Pipedrive can be a good choice for teams whose main problem is seeing and tracking deals in a sales funnel. An agency that already has satisfactory processes and tools for delivery, communication and finance may prefer to evaluate a CRM focused on sales organization, especially if the team is already familiar with this way of working.

Ask users to test a concrete case: an opportunity under negotiation, with defined person and next contact. Examine how the team intends to work, what integrations they will need to maintain, and what contractual conditions apply. Check with the supplier for the current availability of the necessary functions and integrations.

What is the focus of Zenit OS for agencies?

The Zenit OS proposal considers the transition from prospecting to customer service. Lead management and scheduling support sales. ZenitProspect offers customer service and messaging resources via WhatsApp for those who have access to the module. After the sale, onboarding templates can organize phases, tasks and subtasks, while the operation monitors customers and client requests.

The platform also brings together financial tools, subject to access and configuration conditions. Part of the financial features are being tested, so the agency must confirm what will be available for each role. On November 3, 2026, the base had 22,000+ meetings and 270,000+ prospecting conversations; these registrations do not guarantee the same results for new users.

What should you compare before hiring?

Evaluate the complete path of a contract, including lead entry, negotiation, sending information to the operation and the billing routine. Consider who will fill in the data, which records need to be consulted by each team, and whether using additional tools requires rework. Training, support, permissions, and process adaptation are also part of the change cost.

To find out the value of Zenit OS, request a proposal. For Pipedrive prices and conditions, consult the official website and check the proposal corresponding to the number of users and resources required. Ask for clarification on deadlines and conditions before making any commitment.

How can you organize data transfer?

Start with the businesses that are still active and list the contact, company, stage, person responsible, agreed activity and date of the next action. Examine the formats that the source allows exporting and the fields that the destination accepts. Carry out a small test and check the records with someone who knows the negotiations. Document differences between the old and new steps before moving the portfolio.

Historical notes, attachments, integrations and automations may need specific handling or remain available at source. Do not assume complete or automatic transfer. To evaluate the viable path and access to modules, schedule a demo of Zenit OS using an example from your agency.

Frequently asked questions

Can Pipedrive be a good option for sales?

Yes. A team interested in visually organizing your funnel can evaluate it according to the process and features included in its plan.

Does Zenit OS automatically replace all agency tools?

There is no such guarantee. Take inventory of routines and check modules, integrations and permissions before deciding what to change.

Will all grades be transferred in the migration?

This depends on the formats and options available. Test a sample and agree where untransferred records will remain accessible.

Where to check prices?

Zenit OS pricing is available on request in BRL; for Pipedrive, check the official website and confirm the supplier's conditions.

How much does Zenit OS cost?

For a Zenit OS proposal in Brazilian reais, contact the team with your user count and required modules.

Zenit OS in numbers

Recife, Pernambuco, Brazil · since 2025 · November 3, 2026

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