Jobber vs. Pipedrive vs. Streak

The cost of Jobber is not suitable for a startup - even our company size is hard pressed to squeeze in other areas of business to afford the cost. Zenmaid or other maid-forward services may be better suited since Jobber seems to focus it's offerings on one-off as opposed to recurring services like ours. For business who do in-person estimates like ours, the streamlined estimate feature which causes increased conversion rates makes it worth the cost - as we anecdotally gain more business this way. However, if we switch to an online booking / instant booking model as opposed to in-person estimates, we may not require this feature. Zenmaid has a "gamified" residential booking page that was extremely high converting for us - we received sometimes 30+ inquiries per day due to the ease of use - MANY more completed inquiries than we receive now - but they didn't have a quoting and deposit collection tool - so here we are. If we used their instant booking feature we would have stayed due to the scheduling tool, gap finder, prevention of double booking employees, and cleaning service focus, as well as significantly reduced pricing.

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

If you receive a notification that a prospect just read your email and you don't receive a response, you're then aware they've received it and your pitch or product is on their mind -- making a call later that day all the more effective.

Incentivized

• The program and schedule is easy to use, operate, and easy to navigate
• Jobber offers the monthly fee at a very affordable price point
• Jobber makes it easy for my employees to clock in.
• Jobber makes it easy for me to adjust time and tailor each employee's Jobber experience

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

• The e-mail tracking feature is easy to use and very handy.
• The snippets feature are very good, have shortcuts to use and save a lot of time.
• Having a CRM platform inside your Gmail/Gsuite account is great for improving the use in a day to day basis.

Incentivized

• For us, sometimes doesn't save the data, just gone, especially terrible if you have a data interruption since it has zero offline capability.
• I think the price is way high now, made the mistake of 'upgrading' and cannot go back.
• In my experience, way too easy to create a duplicate entry of anything, then near impossible to clean up, unless you notice it immediately.
• I found no merge functionality. Same client has two entries? Too bad.
• In my experience, does not work with Xero accounting software, took a long time to figure that out especially since they advertise it and that was why we chose both of them, for the supposed integration. For us, Quickbooks was also a pain.
• In my experience, the app is unusable, must use the web version on a mobile device.
• In my experience, the integrated payment processing cannot accept debit in Canada, only credit cards.

• 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

• Streak should work better with Microsoft. Often you need to run your excel files through Sheets in order for them to be compatible.
• Having a Dashboard rather than being a tab in your email might add to its usability.
• Automated progression through the stages

Incentivized

I am anxious to replace it but there will be effort to learn and switch.

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

Incentivized

Jobber is an easy-to-use and friendly software designed for efficiency. Its interface is well-organized, ensuring that each section is intuitive and accessible. Users can navigate smoothly through tasks, making project management simpler. Overall, Jobber enhances productivity and streamlines operations, making it a valuable tool for various projects.

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

There is hardly an app that covers it all while staying simple and wrapping up the process. From the filing of the request, everything goes smoothly following a natural progression. Reports are insightful, give you an instant overview and easy to understand. In addition, you can easily track any information from those on clients to expense tracking.

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

They do a great job of explaining the product beforehand so support interaction is not needed as much.

Experiment is the only way to start

Square only allows for scheduling to one person. And my team couldn’t see their schedules. As a cleaning company, I need to let cleaners know what their pay is without them seeing what I’m charging. That’s game changer about Kobber.

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

HubSpot was almost too freeform, I had a hard time grasping how it could work for me because there was so much that could be changed around. Streak was so easy to figure out without much time invested and I like that it just lives in my Gmail without needing to go to a separate website/login.

Incentivized

• It has dramatically helped keep us organized
• It has helped us keep payments taken care of and ensures that we don't miss an invoice
• It is great for our lead process
• I would like to see a lead board or line to help keep track of leads

• 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

• It has helped me save time on reaching out to people thinking that they didn't get my first email.
• It had the positive return on investment in the fact that the time I spend using Streak is much less than the time I would spend not using it.
• Streak has taught me the importance and ease of mail merges, since nothing else out there was as seamless to start with.

Incentivized