Groove by OptimizeCX vs. Pipedrive vs. Streak

Groove is great for people who are wanting to provide accountability and organization for teams across your business. It is suited well for an organization that has many email requests coming in every day, because you can assign tickets to specific team members. It would not be suited for an organization that utilizes more phone support, than email support

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

• Creates Tickets when someone emails in or you can create a ticket within the groove system.
• They have great reports on response times and the average amount of time it took for a ticket to close. You can even see individuals average response times as well as specific teams.
• We use their Knowledge Base which is a great tool for creating FAQ and sending people to that.

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

• Better Follow-up by customer success team
• More customization within their major features to fit both, large and small sales teams, alike
• Their site goes down fairly often

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

• 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

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

Incentivized

It's well organized, but slow.

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

I'm giving them a 3 for the really great support they gave for general questions. They also have a good knowledge base. I'm giving them only a 3 though because of my last customer service when I need a billing resolution. I was very disappointed in how they handled that. I also find it very bad practice to send out ONE email notice that they were raising my rate three times as much at the end of the month. When I was with Desk.com, I had numerous emails over months letting me know their billing plans were changing. Even worse than refusing to refund me the difference was that they just stopped responding to me.

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

We also use Trello for project management. I have used both systems and we like Groove because it allows for our clients to contact us via email. They do not have to go to a ticket submission page, they can just email us directly and it will create a ticket. Groove also provides analytics on how long it takes to respond to tickets

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

• We wasted a lot of time setting up the product before we discovered a lot of features listed on the website aren't ready for public use

• 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