Microsoft To Do vs. Pipedrive

I think Microsoft To Do is helpful for people who don't need a lot of customization in a task manager. I prefer using 3rd party task managers that allow me to create projects with tasks and subtasks. But for a team that already uses Microsoft products and doesn't want to learn or invest capital in another task manager, Microsoft To Do covers the basics and syncs with your calendar.

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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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• Wunderlist is what you need for your to do lists. It's really simple to use.
• Allows you to set due date to your lists, share them with your team and/or create a folder to divide and organize all your list set
• Also, Wunderlist is compatible with all platform and devices. So you can always be updated on your list or work on them from wherever you are and with all the devices you have.

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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

• Viewing more than one task at a time.
• Email forwarding tasks - sometimes can be buggy and not always smooth.
• Option to show more detail on a task without clicking task - example: being able to see attachment without clicking on task to view.

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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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It's working, and doing precisely what we selected it for. The only hesitation is if Microsoft suddenly drops the platform.

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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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User friendly, easy to configure, and VERY simplistic. I particularly use heavily the phone app feature. While others in the room are on social media, I am reviewing my tasks and this triggers other tasks I know I need to get done. I like the sense of accomplishment of moving things to the completed pile as well.

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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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I have not had an issue where I needed to reach out to Wunderlist, but I know their contact and online chat is easy to access and feel confident that they would be helpful. My only worry is Wunderlist is becoming Microsoft to-do in May 2020, and I believe the app will become worse after that.

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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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Wunderlist giving 100% work satisfaction for me and my organization

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Experiment is the only way to start

It's a small tool compared to bigger project management software, but we found that they work perfectly together. It helps you declutter the larger PM tools, keep your smaller tasks in-line and make sure they get completed. When you're working in a creative agency, ideas and tasks are flying around, so having a tool like this that keeps you accountable and reminds you of your tasks is a must!

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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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• Its affordable enough that the limited set of problems it solves are worth the investment.
• If you already have Office 365 it doesn't really make sense unless you hate the task app.
• With Microsoft acquiring Wunderlist I wouldn't start investing in this product. I would either choose Office 365 and go with TO-DO or use a free app.

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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.

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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