Pipedrive vs. Robly

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 would absolutely recommend Robly to my colleagues. I have used Robly for over six years now and have found so many positives over my years of using it! It provides an easy way for us to keep our contacts organized, and we can easily embed forms into our website. When comparing Robly's pricing options with other email platforms, it won by a landslide. Some small aspects of the program may seem a little outdated, but I have everything I need and more!

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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

• Robly constantly updates the status information of each email that is sent from its platform, which helps to ensure that there are no problems reviewing the number of people among the targets that could be interested in our service or product, and become customers, when it is necessary to identify them from those who are not, and that otherwise would cause high error margins in the reports.
• The software has a visual power that is very easy to extend through third-party platforms, allowing us to create content in services such as Photoshop, which we can then include in mailings, although it is also feasible to import the content in the traditional way, through image formats. Among these, the best one to work with is PNG, which allows us to remove the background content so that the important section of the image fits better with the format of the e-mails.
• Robly works with services based on the optimization of group projects, whose integration serves to send emails to all participants equally, and that these are kept constantly notified about updates to the work, and can be coupled well in advance to these updates, so that no confusion arises at the time of unifying the work sent and points within the same should not be exposed.
• In reality, Robly's technical support is something we have never had the opportunity to interact with, as the platform is not so buggy that we would need to contact them for advice. In any case, they are likely to show promising results considering the quality of the service.
• It has been very easy to get familiar with the functions Robly has to work with advanced email address database configurations without losing track of the progress of each campaign, and this is thanks to the well-optimized structure of the platform.

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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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• I don't have many cons for Robly. One thing that would be helpful is concerning adding a set of emails to the contact list. It would be nice to receive a list of emails that are not added and a reason why (e.g., duplicate, etc.).
• I have noticed that when I am editing an email campaign, at times it will unexpectedly stop showing me the text editing menu bar, and there doesn't seem to be a way to call it back up. This can be resolved by saving and exiting the campaign and then reopening, but it breaks into my work flow and is an inconvenience. I have not been able to find a pattern for the occurrence of the glitch.

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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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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

Because we like the price and value. The annual subscription model allows us to maximize usage without worrying too much about cost, being a small mom and pop outfit.

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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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

Overall Robly's usability can be considered easy and intuitive. For experienced marketing professionals this program would not be challenging to navigate even on the first uses. There may be a slight learning curve for amateur users but overall it is fairly simple and easy to use and creates professional results.

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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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We sometimes got through to a message taking service but they were not able to resolve our issue with a one-call solution necessarily always.

Experiment is the only way to start

We should have been granted a MOBILE RESPONSIVE email template from the get-go. We were never offered any alternatives.

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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Robly has much of the same functionality as Constant Contact. I find Robly's interface to be more intuitive. Robly allows us to upload as many images and documents as we want, without charging us extra. Robly's subscription price is lower than Constant Contact. Their newsletter archiving is also more robust. With Constant Contact, I felt "nickled and dimed." Not only is Robly's base price lower, it's the price! You can upgrade to unlock more sophisticated features.

• 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

• There has been an increase in revenue in the last month, which is reflected in our ROI of 300%.
• Results are shown quickly, although this depends directly on the investment made in the platform (the $15 price is only for the base plan).

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