Epicor BisTrack vs. Pipedrive

I think in everything that I've been taught and learned, and what I know of it, it does everything it's supposed to do the way it's supposed to do it. I don't know what it doesn't do well because the three stores all run off it. Our lumber yard runs off of it, so it's worked for 20 years for them. Well, I guess not 20 years, when they ran that over: 2007, 2017. So the last 10 years, it's done everything the company's needed to do very, very well. The stores are successful, and I don't know all the intricacies. Something maybe that was different, if you put something in the order monitor or repair, it's checked in, but there's no way to communicate the status of where it's at in the repair process. We got a steel technician, it's checked in, so he looks at it, he interacts with it, he's now starting to work with it. There could be a dropdown menu or something that says it's in progress that adds to it, or waiting on parts, or waiting on a customer callback, and where you can kind of put detailed notes of what's going on specifically with that order that you can see pretty quickly versus having to print the order, then all the notes pop up.

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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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• Organizing customer files
• Searching for specific products while being able to use multiple keywords
• Using kits for manufactured products and work order features

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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

• Easier User Interface; hard to navigate or learn
• Financial module could use improvement; i.e. the Accounts Receivable function is lacking and hard to find information easily
• More customization of the built-in reporting and analytics

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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.

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In many areas it is too klunky and complicated for a hardware store. I'm commenting from the hardware store part of our business, not the lumberyard or financial side since I don't work in those areas.

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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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Apologies, our company's IT department contacts support on our behalf. I have never contacted Epicor BisTrack's support myself; only through my company's IT team.

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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

Epicor BisTrack helps keep track of things better and it in fact much easier to use.

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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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• Epicor allows any team player to step into a project and have everything at their fingertips that is well trained in the software
• Epicor seamlessly allows cross communication between teams on RFI's, meetings and subcontractors

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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

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info