Calendly vs. Pipedrive

It's well suited for music students' lessons. It's well suited for online coaching, primarily through places like Zoom and more. It helps simplify things for your clients, lets you program your schedule, and allows it all to go automatically! If you are working with a senior population, it may be a little tricky for them to sign up and then really hard for them to cancel lessons. There isn't a way to go to the site and cancel. You have to pull up the confirmed email and cancel from there, but people can lose emails.

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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.

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• Sync with multiple calendar types so my schedule is always current.
• Integration with Zoom to schedule meetings, send invites, and populate my Zoom app accordingly.
• Automatic email communication to all parties with all relevant details in a clear format.
• Allowing team members to do the same in a way that I'm also notified of what meetings are taking place saves a lot of time in terms of coordinating to find out what other people are doing.
• Well-designed interface that simplifies everything down to its clearest expression. Language instruction and interaction are wonderfully simple and clear.

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• 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

• After a meeting is booked, having the ability to change the location without canceling the entire booking.
• Being able to offer 2 different locked in locations for certain time periods of the day within the same event. So you're not having to create 2 events for the same thing, only different locations.
• Giving users permission to create their own routing forms. We run an independent business model where our users like to have control over their subscriptions.

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• 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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

For all reasons like workflows, UI, and the way Calendly keeps all of us engaged through the Collective forum. It's indeed undeniable that no other product covers all business needs like Calendly does. On the other side, this has also reduced the workload by enabling us to focus more on other tasks for the day

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

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Calendly is extremely easy to use for selecting times and days for meetings. From my end, it's very easy to indicate the days and times that I am available for meetings. I have used other scheduling products, but Calendly has the smoothest way of operating. I highly recommend it for scheduling meetings

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.

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There is a lot of support for Calendly. Whenever I have had issues navigating through it, especially as a new user, I found multiple support on the web addressing my questions or concerns. There is a lot of in app informative notes accessible to users to navigate through Calendly when needed.

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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.

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Experiment is the only way to start

When I started using it, there were not many competitors in this space. I've seen some like Mixmax that seem to work well for solopreneurs or where free version might be better than Calendly's free version. I use the paid version of Calendly and it's just kept serving us well so why change?

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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.

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Independently Invited by TrustRadius

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• Positive: When people want to meet, I can simply send my Calendly link and it takes less than 5 seconds to do.
• Positive: It integrates well with Zoom, which means that by default all my appointments include Zoom information for a remote call.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info