e-Builder vs. Pipedrive

Well suited for the owner's side of managing multiple projects as it allows for all aspects of a project from development to closeout to be managed on one platform. Not as appropriate for a general contractor as there is better software out there. e-Builder's app is not as effective as others.

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

• Provide a document structure that is easy to navigate. All documents, even within a process, are stored in the document structure and easily accessed by those with the correct permissions.
• Scheduling, especially with the new module is easy. It is helpful with a large organization where many hands touch projects to be able to forecast workloads (we have an in house engineering team who reviews all projects during their design phase)
• Allows for easy interface with contractors and makes the submittal process more straightforward.

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

• The restrictions in formatting, and sorting of information rendered, in a way, affects the reporting output.
• At certain times of day, e-Builder traffic causes the loading of filtered searches to take a while. This is probably common regardless of the site or software used.
• More complicated reporting has some limitation, though the program is highly efficient in assisting with simple format reports.

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

Because again, one of our biggest clients entrusts E-builder to work with their systems. And its functions work for us as well.

Incentivized

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

Incentivized

Simple, because have a used it for the past two years, so i'm very familiar with the particular aspects of its program that I need to accomplish my tasks.

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

Again, because our technical support is great. He doesn't always answer the phone but he definitely responds to emails fairly quickly. In addition, I like that he actually resolves an issue and I have yet to encounter the same issue twice. Actually, I haven't encountered many issues at all in the two years I have used the software.

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

1. Set up the time to get training on the sytem before you go all in.

2. Listen, ask questions and actually practice using the tools and features while in class. It helps tremendously with becoming comfortable and remembering how things work.

3. Don't be afraid to mess up. They are helpful and will help resolve your issue in a timely manner

Incentivized

Experiment is the only way to start

We have not compared other plans since the boss prefers this program from personal experience. But from using this program for 2 years I can see why we don't need to compare. Why fix something that isn't broken? It gets the job done, yes we might run into some issues but I feel like with all companies that can happen

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

• Has added extra steps to processes that were previously easier. And I work for a university that complicates everything
• Has more than cut in half the time it takes to generate reports about project status
• Has made project management more efficient

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