Pipedrive vs. Shift

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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For me, Shift works best as a dedicated app switcher, not a browser replacement. I keep it open on my second screen as a quick-reference hub for my most-used tools and email accounts. One glance shows me unread counts across every inbox, and I can jump straight into whatever I need without digging through browser tabs.
The separation is a big part of why it works well for me. My browser stays my browser, and Shift stays my app space. Both feel cleaner and faster to navigate that way. Everything is right there, clear and icon-based, and being able to turn badges on or off per app means I only see what actually needs my attention.
I tried the newer Shift browser and it felt too busy, and it lost the separation I liked in the first place.

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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

• Consolidation of accounts. Keeps everything tidy without having to search for browser tabs.
• Ability to add an array of apps outside of email. You can build out workspaces to keep work further organised into logical units.
• Being able to import accounts and passwords from Google Chrome makes for an easy setup/adoption.

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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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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

• The browser doesn't always work. Some websites refuse to load, and others time out too quickly. It is not as strong or robust a web browser as Chrome.
• Unread counts are not always accurate.
• I wish I could set up Google Suite products as separate workspaces.

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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

Shift has significantly streamlined your daily operations by bringing together all your tools, accounts, and workflows into one platform. This has reduced context-switching and improved overall productivity across Bamboo Orchard’s Innovation Studio and Venture Studio operations.The ability to create custom workspaces tailored to different projects, clients, and teams ensures that each aspect of your business is optimized for performance. This flexibility supports the unique, bespoke solutions Bamboo Orchard is known for delivering. Shift has enhanced collaboration by integrating communication tools like Slack, Zoom, and email with task management platforms. This has allowed teams to work together seamlessly, even in remote or hybrid environments. By eliminating the need for constant tab-switching and manual management of accounts, Shift has saved considerable time and effort for the team, allowing you to focus more on strategic innovation and client support. Shift’s functionality aligns perfectly with Bamboo Orchard’s mission to deliver bold, transformative innovation and tailored solutions. It supports your ability to execute efficiently and maintain focus on reshaping industries for your clients.

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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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Setting up Shift is very simple and highly intuitive, making it easy to use. Once you set up the accounts and program integrations, you can easily click on precisely what you need, requiring barely any thought or effort. It feels truly seamless and straightforward to use. I have no issues with use, and I use it every day.

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Its basically been great. In 3 years I had one issue of repeated crashes which was fixed with a version change and an issue where slack wouldn't load after a slack update but that fixed within a few weeks

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Its pretty performant on my GPU based laptop as it can use the hardware to accelerate processing. However it is memory hungry. If I had a normal amount of RAM on my laptop I wouldn't imagine it would be a little slower

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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 only had to use their support a couple of times, but was able to get an answer and things resolved within a couple of hours. There was no issue with contacting them, received responses and updates in a timely manner and they were able to resolve the small issues we had. It was a pleasure to work with them

Experiment is the only way to start

I was completely satisfied with the implementation of Shift, rating it a 10. The process was straightforward and required minimal effort to get started. Key insights include the importance of pre-configuring the app with essential tools and accounts for the team to ensure a smooth transition. Shift’s intuitive setup and integration process allowed us to onboard quickly without disrupting workflows. Additionally, its user-friendly design made it easy for team members to adapt without extensive training.

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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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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

I came from using a similar app called MailPlane, some of you older users might remember this app. It had a similar function to connect Gmail accounts so that I could use Gmail like a regular app. This app reached end of life and the developers no longer decided to keep the app active. I was then back into the market in search of a comparable app and my searched led me to fine Shift. I'm absolutely glad I did! 4 years later and I'm still using Shift. It was 2021 when MailPlane stopped selling licenses. If I remember correctly I switched to Shift around this time or possible before. All I know is I switched and never looked back and was extremely happy to find Shift.

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All our departments use this product and its very effective at keeping us organised on a client by client basis

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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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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

• Keeping all my inboxes in one place so I can easily shift between them 1000% increases my productivity
• reducing the number of browser and application tabs helps keep my computer running quicker.
• I can easily see the number of emails in each inbox and prioritize accordingly throughout the day.

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Invited by the Vendor

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