Pipedrive vs. PlanSwift, by ConstructConnect

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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I use PlanSwift for all my projects - it has just cut my time by a major percentage when it comes to quantifying a blueprint. At times there are funky areas, which are just hard to calculate on paper. It also has a great tool for scaling according to the dimensions, so if a drawing is missing a scale, you can always allot a scale by giving directions and then marking the points. I use this tool to check the scale as well - sometimes the drawings say something but the scale if off and you are left with an incorrect take-off. The dimension tool is a good way to check that. We don't use it much for pricing purposes though, we have found other software which are more robust when it comes to estimation, but we can see using PlanSwift for pricing sometime in the future.

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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

• Easy to use and intuitive.
• Accurate data to use for projects, allowing for a central hub for all teams to work from.
• It's a central stop from take off and plan review all the way to plugging numbers into our estimating.
• The ability to link through SharePoint, which always access from any user and location.

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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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• Submittals are not user friendly in PlanGrid. In fact, this is the one feature we would like to see improved.
• Billing is based on how many users you have. It would be very nice if they would do it based on revenue or other factors such as other programs do.

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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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It's become the go to program for our takeoffs. We have tried others but this is the simplest.

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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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Plan Swift is a user friendly program that makes takeoffs easy to perform. Not a whole lot of knowledge or skill is required.

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Never had an issue

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Plan Swift is only as fast as your computer system and internet

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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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I have called once needing support. I was asking about the "compare" tool to compare different versions. They told be about their desktop app and I downloaded. They answered quickly, you could understand them, and they took care of my question

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Experiment is the only way to start

just know what use you want to get out of it. In our case it was just to do area take offs.

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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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Bluebeam is amazing and can accomplish any take-off needs, but you will spend much more time creating your conditions and take off items. It is not as user-friendly as PlanSwift. OST (On screen takeoff). This product is by far better than PlanSwift, as it is amazingly easy to use. However, it is much more expensive. Cloud-based takeoff software -- this kind of software is difficult for me to use because of how slow the pages load and navigate. It's hard to beat that from PlanSwift or OST.

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Several of our departments can use the take off feature to assist them in their job responsibilities.

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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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• The estimators' productivity is greatly increased, I do takeoffs in less than half the time with more accuracy and detail captured.
• Easy sharing of what was taken off, I'm able to ensure everything is captured.

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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