Everhour vs. Pipedrive

It's great when you need precise billable hour tracking across multiple clients with different rates, integrated invoicing, and detailed project breakdowns. I would have liked to see regular security audits and/or a SOC report given the nature of the information that's being documented in the product. However, that may not be a huge deal depending on your organization.

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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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• Integration with project management tools, like Trello, that makes the project management easier to do because you have metrics and statistics grouped on just one site.
• Metrics of expended time per user and per project makes decisions easier You can have all the data to support changes or decisions in the company, like rentability of certain type of products offered.
• The Everhour team is always evolving, so they always ask how you feel about everything and if anything is not working as expected. You are always surprised with new improvements that you didn't think could be useful but that end up adding value to your business.

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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

• Schedule filtering for Teams/Groups of people
• Expenses tracking system - if it will allow to track all fixed INs and OUTs inside the project (and track invoices based not only on time tracking but generated manually) it can replace our financial tool or make it more automated

• 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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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

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

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Everhour's overall usability is definitely one of its key strengths. The UI is intuitive and clean, making time tracking feel less "technical" than other solutions we've tried. Our entire team, including less tech-savvy contractors, found it easy to use.

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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

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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In the almost 2 1/2 years we have had to contact support 1 time and it really was for a feature request. Their support team responded quickly and told us that the feature was going to be added in the next few months. We have had no support issues ever. I have never had a time tracking solution that has had no issues until Everhour.

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

Originally, I was using Harvest and really liked its features. However, the Harvest invoicing system only pushes data into QBO, but doesn't check / sync invoice numbers or update for payment status, so it was resulting in duplicate invoice numbers and extra effort to update status in both places. So, I started looking for another solution. I tried a LOT of products. Everhour addressed the following issues I encountered from various other services:

• Bi-directional sync of invoices so records in QBO & Everhour always match (without having to load a bunch of extraneous records to either system)
• Start-stop timer
• Set budgets by project and client to easily monitor project status & profitability
• Allow all team members to track to projects they're following, even if not assigned to them
• Clean, modern interface (if I'm using it every day, it better be pretty and easy to use)
• Ability to edit time, and limit others' ability to edit their time (though we don't restrict time editing for our users)
• Doesn't require use of Projects in QBO in order to sync properly
• Doesn't try to take over invoicing or break QBO functionality

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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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Independently Invited by TrustRadius

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• We're more aware on the investement of hours required in a project, not just the estimated hours but the actual time invested by every member of the team
• Everhour is a good tool to adequate the pricing to the actual investement of hours needed and to bill the clients when the actual time invested exceeded the estimated time
• The members of the team (and i'm speaking for myself too) are now more aware of how much it takes to complete a task. Having this in mind help us to organise our everyday and to know when we are free to take new clients

• 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

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