Aptean Intuitive ERP vs. Pipedrive

If you have a programmer and are willing to let them learn the system and want software to function the way you run your business this may work well. If you do not have a programmer on staff and are willing to change your business to match the software but think in the future you may wish to modify your ERP software this may work out well. If you want something you can modify quickly this is not a good choice. If you do not wish to modify the code nor your business practices an evaluation would be required. It does allow substantial modifications, but there are areas it may not fit with your business so well. It is possible that Intuitive may happen to make the options you require available in the future.

Incentivized

Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.

Incentivized

• Easy to Use
• Low Maintenance
• Flexible and modifiable

Incentivized

• Great visual visibility of the funnel plus easy to drag the deals across the stages
• The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
• The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed

• Documentation. The design of en extensible system works well once you figure it out. Some things can be tricky and time consuming.
• They provide no support for customizations. I can understand not wanting to help write specific custom code, but they refuse to even tell anyone what a method on a base class does unless you pay them $200 an hour.
• Their proprietary design can cause modifications to take longer. If you use one of their forms you can not load it, you must call their launch function and put you code in the "Execute" method. If they were more standardized the documentation issue would not be so bad.

Incentivized

• Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
• Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
• Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.

Incentivized

We have a lot invested in this from user education to customizations. It would be hard to justify the cost for changing.

Incentivized

-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.

Incentivized

Pipedrive is easy to use and has a clean interface so we can follow up accurately. Its custom features help manage leads and evaluate team performance. It saves time and improves efficiency. Pipedrive is stable and supports integrations and automation.

Incentivized

Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.

Incentivized

Experiment is the only way to start

We select Aptean 19 years ago, most of the other SMB packages back then no longer exist. While we have discussed whether to consider other ERP systems here an there over the years we have always come back to the fact that our existing ERP system is well established and easy enough to maintain, and is cost effective

Incentivized

I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.

Incentivized

• Runs well without a ton of support
• One server license required for site, can run several businesses
• Concurrent licensing keeps costs down for global business

Incentivized

• Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
• We were able to integrate our calling system easily and get things going on the lead calling aspect.
• Great multipipeline option where we were able to manage both organisations under one roof.

Incentivized