Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
$24
per month per seat
Smartsheet
Score 8.4 out of 10
N/A
Smartsheet is an online project management and collaboration tool. It includes automated alerts, instantaneous updating and sharing across team members, resource management, nested tasks organized in a hierarchy, a Gantt chart view, exportable and automated reports, and integration with email.
$12
per month per user (up to 10 users)
Zoho Projects
Score 9.2 out of 10
N/A
Zoho Project is online project management and planning software that provides project teams with a web-based collaborative environment. Zoho Projects can also include a bug tracking module specifically design to support software development project. It is integrated with other Zoho products including Zoho CRM.
$5
per month per user
Pricing
Pipedrive
Smartsheet
Zoho Projects
Editions & Modules
Essential
$24
per month per seat
Advanced
$49
per month per seat
Professional
$69
per month per seat
Power
$79
per month per seat
Enterprise
$129
per month per seat
Pro
$12
per month per user (up to 10 users)
Business
$24
per month per user (3 user minimum)
Enterprise
Contact Sales
Advanced Work Management
Contact Sales
Free
$0
Premium
$5
per month per user
Enterprise
$10
per month per user
Project Plus
Contact Sales
Offerings
Pricing Offerings
Pipedrive
Smartsheet
Zoho Projects
Free Trial
Yes
Yes
Yes
Free/Freemium Version
No
No
Yes
Premium Consulting/Integration Services
No
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Optional
Additional Details
Monthly plans are available. The Essentials monthly plan at $24 per month.
A discount is offered for annual billing.
Discount offered for annual billing.
More Pricing Information
Community Pulse
Pipedrive
Smartsheet
Zoho Projects
Considered Multiple Products
Pipedrive
Verified User
Manager
Chose Pipedrive
We switched from Microsoft Dynamics to Pipedrive because Pipedrive was more cost effective and gave us more control over the custom fields we could make that applied directly to our company. It also was a much easier software to navigate and the sales team was using it a lot …
Smartsheet
Verified User
Account Manager
Chose Smartsheet
Smartsheet has more features than Google Sheets but is more cumbersome to use. Aha! allows users to more visually apply tasks and tickets to corresponding topics and timelines.
Smartsheet is a happy medium of easy to use for fundamental timeline management with added …
Smartsheet is less user-friendly and more like a spreadsheet tool. Community Building (in the case of Smartsheet) is not encouraged within a millennial staffed company.
Zoho Projects is far superior as a project management tool compared to the simple ones we investigated. The pricing was very competitive to the market and the free trial helped out with our proof of concept. Compared to Workfront, you get similar functionality but at a …
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.
Smartsheet shines for collaboration. When you have multiple people involved with planning events Smartsheet makes it easy to share and collaborate. For instance, multiple people can be in Smartsheet working at the same time. Also setting permissions for exactly those who need to know is quite easy with Smartsheet. For data analytics and general spreadsheet purposes Excel is better but for project management and event planning Smartsheet is superior
My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.
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
Its hard to overstate the value of familiarity. Being able to use a tool that has some familiarity takes away the time needed to train and orient employees on a new tool and allows an organization to hit the ground running.
Smartsheet covers most of the basics of a project management tool, the usual tasks, milestones and project viewing options.
For data viewing, you get multiple data viewing options including a calendar view (good for marketing teams and those who work around scheduling), Kanban, Gaant etc
We use it to manage our sales orders as there are lots of moving parts which are necessary to get client orders done properly.
I use it anytime I have a new idea I want to put into motion. As I can create a list for brainstorming, feedback, specific actions necessary in order to test and or implement the idea.
Unrelated to business, it's a great way to plan travel in order to make sure you don't forget those important things like passport, flight arrangement, client meeting confirmation, and meeting prep as far as what specific documents or things do you need to bring with you.
And since everyone is on the go and expected to keep up with work, the mobile/tablet app makes it a breeze to keep up, work on, and create new projects.
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.
Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency
It definitely meets our needs as far as organizing and archiving our tasks and files. As we train more staff to view it, I see opportunities for more improvement, which I am sure this program can handle. I look forward to seeing continued improvement from Smartsheet on their capabilities and functionality.
I've reviewed about 8 other project management solutions and Zoho Projects is the best I've seen without being overly complicated. Zoho Projects keeps getting better! Recent new enhancements makes it even easier to navigate. There are new keyboard shortcuts that cut my time way down. The tools are very easy to use.
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.
Smartsheet is very easy to learn. However, while I have been able to pick it easily, Microsoft Excel and Project super users that I have trained on Smartsheet get bogged down in the differences and can find it frustrating. Explaining the differences ahead of time and why Smartsheet is being chosen instead of a different software seems to counteract those reactions
Zoho Project has been very user-friendly. As a small business, we have a diverse group of people with varying skill sets. This platform has been easy for our team to learn, implement, and succeed with. The mobile version is also very handy for our team.
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.
I give this rating because it fills a niche in the market. MS Project scares many away from proper task management but there are limited tools our there, especially cloud-based that are mobile-friendly. Smartsheet fills this market gap, especially for small to medium-sized businesses. IT is not fair to compare it to MS Project, but fairer to see what gaps it fills.
Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks
It's absolutely paramount to take a few minutes to actually play with the software. It's nearly impossible to do anything wrong or make a mistake which cannot be fixed easily. Under the help menu is Live Training option. After you familiarize yourself with the commands, watch the live training for some in depth understanding of how to make the software fit your needs perfectly.
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.
Jira and Redmine are much more robust and technologically advanced project management solutions. I enjoy using either when managing a very large project. However, I prefer to use Smartsheet for my smaller to medium sized projects. As for Google Drive - I would say that Google sheets and Smartsheet are almost identical in my opinion when it comes to functionality. Personally I prefer to manage smaller projects via Google Drive, but it is a personal preference!
Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.
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.
We needed a system to organize our growing business, so anything was better than what we had, which was nothing.
Recording time spend is a huge reason for using project software. It has made me aware of the tasks that are taking too long and where we are not being profitable as a company.
It has kept our team accountable for what needs to get completed and when projects are not in motion or completed timely. It's helpful to know in order to get billing out faster.
