CCH® SureTax® vs. Pipedrive

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CCH® SureTax®
Score 7.7 out of 10
N/A
CCH SureTax is designed by tax experts to help businesses comply even with the most complex sale and use tax requirements. Always up-to-date on 100,000+ annual tax legislation changes, this cloud-based sales tax automation platform aims to ensure customers accurately calculate, collect, and remit taxes to the correct authorities every time.N/A
Pipedrive
Score 8.0 out of 10
N/A
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
$14.90
per month
Pricing
CCH® SureTax®Pipedrive
Editions & Modules
No answers on this topic
Essential
$14.90
per month
Advanced
$27.90
per month
Professional
$49.90
per month
Power
$64.90
per month
Enterprise
$99
per month
Offerings
Pricing Offerings
CCH® SureTax®Pipedrive
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
CCH® SureTax®Pipedrive
Type of tax
Comparison of Type of tax features of Product A and Product B
CCH® SureTax®
7.3
63 Ratings
15% below category average
Pipedrive
-
Ratings
Sales and Use Taxes8.263 Ratings00 Ratings
Cross-border Taxes9.01 Ratings00 Ratings
VAT / GST Taxes4.94 Ratings00 Ratings
Energy and Fuel Taxes7.16 Ratings00 Ratings
Tax Reporting & Compliance
Comparison of Tax Reporting & Compliance features of Product A and Product B
CCH® SureTax®
7.1
62 Ratings
16% below category average
Pipedrive
-
Ratings
Geolocation for Tax Assessment8.845 Ratings00 Ratings
3rd-Party Software Integrations6.644 Ratings00 Ratings
Tax Data Reporting6.556 Ratings00 Ratings
Compliance Administration Management6.742 Ratings00 Ratings
Tax Exemption Processing7.944 Ratings00 Ratings
Tax Document Management7.233 Ratings00 Ratings
Complex Tax Scenario Management5.742 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
CCH® SureTax®
-
Ratings
Pipedrive
6.3
59 Ratings
20% below category average
Customer data management / contact management00 Ratings6.515 Ratings
Workflow management00 Ratings7.812 Ratings
Territory management00 Ratings6.68 Ratings
Opportunity management00 Ratings8.957 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.355 Ratings
Contract management00 Ratings3.09 Ratings
Quote & order management00 Ratings5.17 Ratings
Interaction tracking00 Ratings7.113 Ratings
Channel / partner relationship management00 Ratings4.39 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
CCH® SureTax®
-
Ratings
Pipedrive
2.9
7 Ratings
88% below category average
Case management00 Ratings4.76 Ratings
Call center management00 Ratings1.15 Ratings
Help desk management00 Ratings3.16 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
CCH® SureTax®
-
Ratings
Pipedrive
8.5
40 Ratings
12% above category average
Lead management00 Ratings8.340 Ratings
Email marketing00 Ratings8.74 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
CCH® SureTax®
-
Ratings
Pipedrive
7.1
58 Ratings
6% below category average
Task management00 Ratings8.955 Ratings
Billing and invoicing management00 Ratings4.15 Ratings
Reporting00 Ratings8.254 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
CCH® SureTax®
-
Ratings
Pipedrive
5.1
60 Ratings
39% below category average
Forecasting00 Ratings5.111 Ratings
Pipeline visualization00 Ratings8.660 Ratings
Customizable reports00 Ratings1.78 Ratings
Customization
Comparison of Customization features of Product A and Product B
CCH® SureTax®
-
Ratings
Pipedrive
6.1
56 Ratings
22% below category average
Custom fields00 Ratings7.256 Ratings
Custom objects00 Ratings7.746 Ratings
Scripting environment00 Ratings1.04 Ratings
API for custom integration00 Ratings8.539 Ratings
Security
Comparison of Security features of Product A and Product B
CCH® SureTax®
-
Ratings
Pipedrive
7.3
54 Ratings
13% below category average
Single sign-on capability00 Ratings6.112 Ratings
Role-based user permissions00 Ratings8.552 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
CCH® SureTax®
-
Ratings
Pipedrive
1.1
5 Ratings
147% below category average
Social data00 Ratings1.15 Ratings
Social engagement00 Ratings1.15 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
CCH® SureTax®
-
Ratings
Pipedrive
3.6
7 Ratings
66% below category average
Marketing automation00 Ratings3.67 Ratings
Compensation management00 Ratings3.54 Ratings
Platform
Comparison of Platform features of Product A and Product B
CCH® SureTax®
-
Ratings
Pipedrive
8.2
53 Ratings
9% above category average
Mobile access00 Ratings8.253 Ratings
Best Alternatives
CCH® SureTax®Pipedrive
Small Businesses
Canopy
Canopy
Score 9.5 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
LOVAT
LOVAT
Score 10.0 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Vertex
Vertex
Score 8.4 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CCH® SureTax®Pipedrive
Likelihood to Recommend
7.6
(64 ratings)
8.9
(63 ratings)
Likelihood to Renew
9.4
(3 ratings)
8.0
(3 ratings)
Usability
8.2
(1 ratings)
8.9
(16 ratings)
Availability
-
(0 ratings)
8.2
(1 ratings)
Support Rating
6.4
(1 ratings)
8.4
(15 ratings)
Implementation Rating
-
(0 ratings)
8.2
(1 ratings)
Configurability
6.6
(5 ratings)
-
(0 ratings)
User Testimonials
CCH® SureTax®Pipedrive
Likelihood to Recommend
Wolters Kluwer CCH® Tagetik
I would put CCH® SureTax® at the top of the scale for any Telecom business or anyone with a known tax scenario that will be similarly sketchy. This software, while not always user friendly, can do amazing things to help you navigate the tax issues facing us all today. This would not be appropriate for a company just needing help gathering their sales tax information. There are plenty of other, friendlier solutions, possibly what they are already using for their accounting that will do it cleaner, easier and cheaper. You just have to ask an expert in that software.
Read full review
Pipedrive Inc.
Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.
Read full review
Pros
Wolters Kluwer CCH® Tagetik
  • Maintains Nexus nationwide.
  • Implements all of the various sales tax rates nationwide automatically.
  • Clean website that is very user friendly.
  • Support is very quick to respond and always fixes any issues you may be having.
  • We have had this since 2013, and not one time has a sales tax rate been wrong. We used to have Avalara, where we had 12 different overrides in their system just to calculate the correct tax. It is nice not having to maintain those.
Read full review
Pipedrive Inc.
  • 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
Read full review
Cons
Wolters Kluwer CCH® Tagetik
  • NetSuite integration is clunky, does not feed into native fields as renders some features useless
  • Pricing increase after 3 year contract was astronomical, were able to negotiate however.
  • Implementation should have been better tested by all parties, resulted in amending multiple returns. However, we did have a very tight timeline to integrate.
Read full review
Pipedrive Inc.
  • 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.
Read full review
Likelihood to Renew
Wolters Kluwer CCH® Tagetik
We switched our tax service from Avalara to SureTax years ago. Prior to this, we manually prepared the data and ran a report uploading and then got the tax result every time. With Suretax providing enough and flexable APIs, we redesigned and implemented our new application to communicate with SureTax seamlessly and automatically. This greatly reduced our workload, improves the system efficiency, and increased the data accuracy.
Read full review
Pipedrive Inc.
-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.
Read full review
Usability
Wolters Kluwer CCH® Tagetik
SureTax is very reliable in with the integration with Microsoft Dynamics GP. It provides accurate tax calculations in accordance with tax updates. SureTax also has a user-friendly interface that makes it easy to navigate. It is easy to add customers and also run reports on the website. The overall manageability of it is great!
Read full review
Pipedrive Inc.
There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!
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Support Rating
Wolters Kluwer CCH® Tagetik
It has taken much longer than we would like to get certain issues - and problems - resolved. And the initial product support as we designed the implementation left much to be desired
Read full review
Pipedrive Inc.
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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Implementation Rating
Wolters Kluwer CCH® Tagetik
No answers on this topic
Pipedrive Inc.
Experiment is the only way to start
Read full review
Alternatives Considered
Wolters Kluwer CCH® Tagetik
100% better. Avalara is a self-starter kit where businesses are forced to create and develop their own bundles and product types. The support that you get from the AvaTax is not as user-friendly. SureTax is full of seasoned experts and full of industry leaders. Law firms that I have worked with in the past, as well as other CPAs, only recommend SureTax.
Read full review
Pipedrive Inc.
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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Return on Investment
Wolters Kluwer CCH® Tagetik
  • positive impact on resources due to accessibility by more team members
  • positive impact on resources due to willingness of other team members to use this GUI - it's more inviting
  • positive impact on timing due to strict deadlines so I simply CANNOT be pulled off to help with other projects which often happened when deadlines were later in the month
  • once the prepayment module is put into production that is also going to help with tracking (for states like FL, GA etc. where the number only changes once/year because we're told SureTax will "remember" that month to month and keep it filled in on each return)
Read full review
Pipedrive Inc.
  • Pipedrive has had an extremely positive impact on our overall business objectives. More specifically, the return on investment has been magnified by the fact that it is fairly inexpensive.
  • I can recall 2-3 conversations which prompted my boss and myself to note how convenient Pipedrive is.
  • Like most companies, it can often feel like we are spinning many plates at once. Even when our team is not able to connect in person every day, our projects are capable of progressing. Pipedrive has allowed us to press forward where we (normally) would have lacked the communication necessary in doing so.
Read full review
ScreenShots

CCH® SureTax® Screenshots

Screenshot of Transaction level viewScreenshot of Nexus dashboardScreenshot of Exempt Certificate ManagerScreenshot of Reporting viewScreenshot of Returns dashboardScreenshot of A return screenshot

Pipedrive Screenshots

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