President/Client Strategy Partner, Business Development/Government Relations Services
Chose Pipedrive
Pipedrive is superior to Hubspot and Zoho. However, given the size of my organization the OnePageCRM is more suited to my needs and comparing it with Pipedrive is doing so with apples and oranges.
For people on the road frequently and don't have time to set down at a computer right away this is a good choice, especially on a individual basis. It really isn't ideal if you are trying to capture LARGE amounts of business cards though. If you are in need of something that would allow you to capture more than 5-10 cards at a time, I would look for another product.
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.
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
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.
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.
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.
ABBYY business card reader was used one time so I don't have a ton of data. Personally, I felt CamCard was much more user-friendly. I like basic, simple, and easy to use tools. CamCard was it for me!
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.
Due to CamCard's low cost, I have found it to provide a positive ROI for me. Looking at the cost of business card scanners like ScanDisk provides the cost can be $150+.
CamCard has also allowed me to reduce the time of manually inserting contact information from the contacts that I meet, and since time is money, it has saved my organization labor time.
Finally, having the ability to use CamCard on my phone, it prevents me from loosing business cards and contact information that I need.
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.