Pipedrive vs. SeaTable

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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It does well as a CRM for a company to see all of their candidates or clients or whatever they are tracking. The sorting and grouping ability as well as the inclusion of many formula integrations is also helpful to organize content more meaningfully. If you don't have a lot of information that you need to track, this might have more than you require but it is still a great software to use.

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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

• Combination of spreadsheet and database
• Feature rich but still easy to use
• Uncomplicated installation and Maintenance

• 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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• SeaTable is a young company, and I have nothing to criticise, for now. - No solution will fit all use cases, in any event. --- I have found this one to be the most adaptable and complex on the European market. Due to the data location, I am reassured on the subject of GDPR compliance.

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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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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 easy to use even with keyboard only. It has a good documentation and a perfect support.

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

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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For the value, you get much more with SeaTable including the statistics and the number of records that can be utilized on the free version. I also thoroughly enjoy the ease of adding formulas and having the reference right inside of the platform to ensure the selection of the correct formula to meet your needs.

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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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• Positive: Savings in administrative staffing needs.
• Positive: Customisation allows for real-life workflow management
• Positive: Automation is a goal that SeaTable supports very well.
• Negative: Not many people are familiar with solutions like SeaTable. They are used to working with inflexible (and often not-fit for purpose) administrative systems. They are adept at finding ways to circumvent the issues by using secondary tools, or they wait passively for web developers to deliver the functionality they need. - It is quite difficult to convey the opportunities that SeaTable offers to people who have not used it before. SeaTable cannot be blamed for this, but it creates work in needing to convey this to the organisation's stakeholders. --- I would recommend one person to be assigned the role of SeaTable specialist in an organisation, so that any issues can be quickly resolved.

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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