Pipedrive vs. Revit

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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Revit is very well suited to creating designs and construction documents for standard buildings. Buildings that need to utilize phasing in their construction process are also well suited to this software. Revit is not as well suited to buildings that have irregular shapes or components that need to be highly detailed.

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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

• Revit allows users to create real buildings and is very much rooted in making functional buildings.
• Revit allows users to collaborate both within their own firms and with other types of firms as well. This is particularly useful for coordinating buildings between architecture and engineering firms.
• Revit integrates fairly well with other programs such as AutoCAD and Sketchup. This allows us to bring in elements modeled in other programs into our revit models.

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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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• Versioning - Revit is not backwards compatible. This creates issues if you are working with people who are using older versions as you cannot save to a previous version. I understand why this is and I do not see this ever changing, however, Its very annoying.
• Autodesk - They are the 800 pound gorilla in the industry. The lack of competition inhibits development and it seems Autodesk has put more effort into its BIM 360 platform and Revit development has suffered because of it. I would like to see better competition so Autodesk would step up its game.

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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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We will almost certainly be renewing all of our current seats of Revit and will likely be adding seats as we look to get more and more of our staff trained and using Revit. The software is starting to become the standard for our projects as we move forward as more and more of our clients are requesting or accepting use of it

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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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It is a professional environment, but far from easy and overly complex in many places. The system is often too deep in settings and overrides (see Visibility/Graphics in combination with linked files, filters, color overrides and view templates). I don't really like the dialog-in-dialog interface and its spartan looks. But it works well overall if you know what you are doing.

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Revit seems to always be available when I need it. I have not experiences an outage. There are occasions where we need our internal IT department to trouble shoot a file on our Revit dedicated server and that sometimes causes a delay however that is not a software access issue

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Revit is a fairly graphics heavy piece of software. It is powerful in its capabilities but as a result it takes a lot of the graphics card, the memory, etc. For all that it can do and the specs of my computer I find it pretty good from a performance standpoint

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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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Autodesk has always had a good support system in place. There is a massive user base for Revit, and there are thousands of forum threads and other discussions online about any and every problem that you could ever run into. For being such a large program with so many different options, there aren't many roadblocks or pitfalls that users can fall into.

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The training was Revit Essentials and it was very beneficial. I would say that it is best to get the training right before you know you will be using Revit as learning the basis then applying what you learned immediately is the most effective and best value for your money.

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The online training is hit or miss. I feel that its better to be live to be able to pace and ask questions to a live person as you are learning hwo to do things. Its not natural to learn Revit especially if you know AutoCAD so my suggestion is the live training

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Experiment is the only way to start

Implementing Revit as your main drafting software (i.e. moving to BIM from CAD) may be a tough decision if you have learned drafting. It is a different way to approach and think about developing a project. However, if you are able to adapt to a new way of thinking and get used to it by working through a few projects than it is as efficient as CAD in most areas in general and will also be both better/worse in some areas

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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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Revit is used primarily for creation of contract documents and documents that need to be used to build in the field. Sketch Up is great for a quick concept sketch, but lacks the details that Revit has which are needed to construct. AutoCAD is a great tool for details as well, but does not have as many building capabilities as Revit.

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While I am not directly involved with the deployment of Revit, it seems that our internal IT department has appreciated the ability to increase or decrease the number of seats. I have never had an issue with the deployment if and when needed, especially regarding the availability of a set

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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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• Though implementation of Revit is usually front heavy which means a lot of effort is put in at the front end of the project, the return of investment towards the remainder of the project is really good. All the effort in decisions made at the beginning of the project pays off with Revit incorporating all the building information in the model so the team can glean from this throughout the life of the project is a major plus.
• A major negative is the many false assumptions that comes with using Revit on a project. Just like any other computer application, Revit is only a tool. It's only as good as the operators who implement this tool. Revit is not a cureall for fixing all the problems that still can come out throughout the life of a design & construction project.
• A major positive for our office involving the use of Revit is the ability for our staff from multiple offices to work on the same project central file. We don't need to maintain an expensive server. With the addition of Collaboration for Revit the entire project can be stored in the cloud for our staff to access and complete the project faster than ever.

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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