Convio Luminate (discontinued) vs. Pipedrive

It does great with donor cultivation processes and the workflow feature is top-notch for automating processes. Where it does a less than stellar job is getting it to work more specifically for your organization. Often times building that kind of special feature costs a significant time and money investment and it is something that is hard to transfer when it's time to move to a new database.

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

• Luminate takes some of the legwork out of setting up NSPS for nonprofit use of salesforce.

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

• Big Investment
• It's a sales program with a donation management overlay so it has some troubles around reporting.

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

-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

Support for the product is horrible; often support will have you bouncing between Blackbaud support and Salesforce support and it's very rare either are able to find simple solutions. Most of the time the solutions almost always cost money and hiring consultants which, for a smaller organization, means not being able to achieve proper solutions.

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

Of the databases I have used, Luminate CRM is my least favorite. However, it is powerful and large enough to function adequately for a large nonprofit; I couldn't say the same for some of Blackbaud's smaller products. We definitely need the full Luminate Suite (Luminate Online, Team Raiser, etc.,) to make it work, though - and we're constantly disappointed by the clumsiness of the way all the pieces interact.

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

• Uncertain; we have not collected data on this. Our Luminate package is quite expensive, though.

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