GoMembers Enterprise vs. Pipedrive

The product was purchased four years before implementation. After having been stalled for more than a year, we were tapped to get the software setup and implemented on a tight six-month deadline. And because we hadn't been involved in the selection process and primary setup, we basically had to start from scratch. I can't say what questions were asked, since I wasn't a part of the selection process, but if you are - and beyond anything else - know upfront what your overall business objective goals and end results are before selecting a product. If the product doesn't meet your needs - with or without modification - keep moving. Research, research, research.

Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.

Incentivized

• Membership management.
• Meeting management and registration.
• Accounts receivable.

• 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 new customer service portal seems to be missing a lot of the product documentation/training manuals. In order to access them, I had to submit a ticket and receive a file via FTP.
• The process by which to get a quote or proposal has been sometimes challenging and lengthy. It's certainly been a point of frustration from time to time.
• The GoMembers (Association Management System) product has changed the way we do business, but some of the functionality seems to be incomplete or missing. Basic functionality of certain processes within the system are cumbersome or just don't make much sense to our technical team, or the end user.

• 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

As with any company, we are always looking and interested in technology that can make our operations run smooth. I don't believe we'll be changing providers anytime soon, however if our needs grow and Aptean/GoMembers isn't capable of that functionality we will be required to look elsewhere

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

Incentivized

Some of the GoMembers CRM is intuitive, some is counter-intuitive. What might seem like common sense to me might not to another user. Having been through the setup of the product, it's easier for me to anticipate the steps needed to complete a task. For the average user, possibly not.

There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!

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

Support from our project manager and trainers was bar-none. They were there both before and after Go-Live, answering questions and anticipating any snags along the way.

Experiment is the only way to start

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

• Upgrading to the GoMembers system has led us to initiate and complete a company wide overhaul. We have streamlined many administrative functions, reduced time spent manually tracking certain information. Although we are less than one year of being live with the system, countless hours of staff time has been saved due to system driven changes and improvements.

• Pipedrive has had an extremely positive impact on our overall business objectives. More specifically, the return on investment has been magnified by the fact that it is fairly inexpensive.
• I can recall 2-3 conversations which prompted my boss and myself to note how convenient Pipedrive is.
• Like most companies, it can often feel like we are spinning many plates at once. Even when our team is not able to connect in person every day, our projects are capable of progressing. Pipedrive has allowed us to press forward where we (normally) would have lacked the communication necessary in doing so.

Incentivized