Heymarket vs. Pipedrive

Having a shared inbox is crucial for us, we cover 7 days a week from a PST-EST time zone so the whole team always needs to have visibility on conversations at all times. We also enjoy the fact that most functions of Heymarket are simple to use and don't require us to loop in tech help

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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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• Sends personalized messages with tags and templates.
• Automates routine communications like order updates or follow-ups.
• Schedules messages to be sent at specific times.
• Manages customer opt-ins/opt-outs to comply with current regulations.
• Integrates with tools we use, like HelpScout.

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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

• It could be easier to set up campaigns
• Group texting is missing
• Can duplicate users

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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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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Independently Invited by TrustRadius

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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 my opinion, Heymarket is easy to use and has a nice, clean interface (much nicer than JustCall). The customization is nice and it is easy to create templates, schedule messages, send messages through API, etc. I cannot give it a 10 because, in my opinion, the mobile app is not very good, you cannot close API messages manually, and the Customer Service team lacks the ability to help without contacting management.

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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

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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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

Heymarket was easier to use and has had less errors than OpenPhone. While they do share many similar features (shared inbox, tagging users, simple to use) Heymarket has been a solid solution for us. I only wish we could also use it to make phone calls along side text messages

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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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• Faster and more personalized responses, which improve customer experience.
• Built-in opt-in/out management reduces the risk of non-compliance with regulations.
• Inability to auto-close API messages results in a lot of lost time for CS as they have to manually close every message sent through API.
• The cost, especially if we decide to send marketing messages, is rather high compared to other companies we have used.

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Independently Invited by TrustRadius

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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.

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