Omnisend vs. Pipedrive

It's kind of an automation workflow, but for example you can set up a popup to appear at a specific time on a specific product page and offer the visitor something. The visitor then signs up and then (after you've set up your automation sequence) that visitor gets a specific welcome page based on the popup they signed up through, and then a specific order confirmation email and everything else flows from that specific popup. That's great because it's allowed us to sort of fine-tune our offerings to get our visitors' emails in the first place and offer, for example, someone browsing a product page for 3 minutes something different than someone staying 20 seconds on the homepage and then leaving.

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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• Newsletter campaigns - the content editor is the usual one you see on email marketing apps, but it works so smoothly and well. Of course, there's Product Picker that allows you to just pick a product from your store and it goes straight into your newsletter--no need to add images or descriptions. Really easy.
• Popups are great because they look amazing right out of the box. It's all pre-filled so if you don't like looking at a blank screen, you can just adapt the wording and it's there. voila!
• Automation really is nice and it's the bulk of what we're doing now. It's like second level ecommerce marketing I guess, because you really see after some time how having automated steps can really save you time and make you a lot more money. Omnisend's automations are really good and intuitive and was really easy to learn and implement.

• 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

• Initial setup wasn't firing right, support issue was handled pretty quickly and easily.
• It does not go back and put previous orders/customers into the automation. It will only work with go-forward customers from the time you install the product. (At least that's what the outcome of our support inquiry told us...).
• Would like to see more sample templates and campaigns.

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

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The platform is super easy to use — even without deep technical knowledge. And the best part is, Omnisend keeps improving all the time.

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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Support is weird. They ask you to keep everything in one thread, but they can't see your replies if they forward it to tech, and things easily get lost. Also tech support is HORRIBLE, they just seem snobby, and give horrible advice liek to test things on a live version vs staging

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

We can create marketing campaigns that can span across multiple channels so that we can reach more customers regardless of the platform they are using. The system combines multiple channels into a single workflow for maximum engagement. Comes with various features that make it easy to personalize messages based on the customer's journey.

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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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• I am able to see if ordered were placed based on who opened the email and clicked on links.
• It’s had a positive impact on my business by being able to see what emails have produced direct sales.
• It has helped to increase website traffic
• It has allowed my to expand how I can communicate with potential customers.

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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