ConvertFlow vs. Pipedrive

I'd say just about every marketing application can benefit from ConvertFlow's features and flexibility. Some step-by-step logic form builders limit what you can have on each step, ConvertFlow leaves that totally up to you which is a huge plus. If you use Keap as your CRM, it is especially helpful as not all systems have a direct connection like this does. If there's an area it may be less suited than other specific tools, I'd say maybe survey forms. You certainly CAN build them, but there are other tools for that which create an easier experience building and for the user.

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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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• step-by-step forms
• CRM integration
• logic-based user interface
• lead data

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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

• lead source from Google - can't tell paid vs organic
• Some custom fields in forms require duplicating or re-setting up across forms - could used custom saved questions library
• From landing pages, opening a pop-up requires building a pop-up outside the page. this is good when multiple pages use the same pop-up but in other cases can be time-consuming to exit the page, build, then go back and finish the page. small detail really but worth knowing about
• you can set up custom URLs, but so far no option to integrate, for instance, into WordPress and give a landing page your actual URL. So instead of "domain.com/page" you have to use "go.domain.com/page" or something like that. would be nice to keep it within my URL in some cases.

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

Incentivized

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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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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

All of these I used for different, specific purposes. ConvertFlow accomplishes ALL of those purposes and does them well. There might be an area or two where others excel, but you end up needing more than one tool to accomplish the same results as ConvertFlow can do in one tool.

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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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• Saves my team a TON of time. we've used form tools before that generated results but took a whole afternoon to properly set up. My team can set up new forms or a/b test designs in minutes.
• Signup optimization is now attainable for many team members. Even my designers can easily test their own work, you don't have to have a deep data analysis to see what's working

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• 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.

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Independently Invited by TrustRadius

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