Pipedrive vs. SmartSuite

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.

Incentivized

It is best suited to be a google alternative for a google drive due to its multiple functions. Can add action items, upload multiple types of files and assign people responsibilities and tasks. It combines resource platform abilities with project management functionality in order to unite all your needs in one area.

• 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

• SmartSuite is a good collaboration tool
• The capabilities of the platform are immense
• The customization features allow users to set up the report type and view it exactly as they want
• The choice of the fields to be used in the records and reports is really wide

• 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.

Incentivized

• A little better home screen, which is already in the works!
• Better experience in the my work panel, which is also in the works already!

-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.

Incentivized

I have a great expereance

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.

Incentivized

The product is usability friendly, easy to use, flexible and has all functions I need for my purposes

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.

Incentivized

They have a great tutorial and a lot of hits during the work process

Experiment is the only way to start

That's easy. Just try

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.

Incentivized

For our team, SmartSuite contains all features that we need. Before we use Asana, Trello and tried to use Airtable. But all of these management systems did not satisfy us. Then we started using SmartSuite, got to know all the possibilities and decided to switch to it

• 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

• We have to spend less time on checking where the project is at
• We can have less PM's in the business
• Our clients are happier thus leading to more business