Ideagen Mail Manager vs. Pipedrive

Ideagen OnePlace Solutions is well suited to a legal matter management system with shared access, but less useful for saving to personal OneDrives. It can sometimes suggest irrelevant folders within personal OneDrives in preference of more commonly used shared folders. However this can be narrowed with a search.

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

• Saves emails quickly and easily
• Useful search function retrieves relevant legal matters based on any text string found within the matter properties (Sharepoint columns)
• Customisable file navigation per user, so they can access their favourite libraries.

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

• Saving emails and their attachments as separate files takes 2 actions instead of one
• Saving to multiple folders simultaneously is not possible
• Loading of our file structure can often be slow

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

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

Incentivized

I found it a little clunky at first, and there were teething issues with implementing into SharePoint. However, it required minimal staff training and requires little maintenance to fulfil our needs.

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

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

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

• Allows us to maximise utilisation of a relatively cheap 365 subscription.
• Replaces the need for a non-365 system. Our previous provider was far more expensive (monthly price was the same as Ideagen OnePlace Solutions annual for our team)

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