Pipedrive vs. Square for Retail

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

Square for Retail is simple, easy to account for, and serves most purposes that a business like ours needs. There are very few drawbacks once it's up and running. For a company like ours who wants to emphasize experience from the time the customer walks in the door to the time they walk out, and where cost is important, Square for Retail provides an awesome interface for the customer, with attractive, easy to use terminals, and a very accessible price point where we can get set up with a clean, attractive, and functional point of sale system while starting up. We have no intentions of moving away from Square for Retail as long as it maintains its quality and support.

Incentivized

• 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

• ease of collecting payments
• transfer money collected to other accounts
• using Square card to access money collected as payments on my website

Incentivized

• 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

• This may just be me, but I want some additional customizations for our biggest annual fundraiser, so that we can differentiate between donations, chance drawings, etc.

Incentivized

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

Incentivized

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

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

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.

Incentivized

Stripe is more suited for internet or online order forms and businesses for which it integrates. It works well and same as Square with similar fees. Stripe however does not send a physical card reader by default and is not as large of a company. We chose Square due to the integrations it offers, ease of use, and familiarity clients have with existing card readers to make them more comfortable.

Incentivized

• 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

• Simplicity: Integration of appointment management and billing
• Time saving: Quick management of billable services
• Time Management: Integration of Google calendar and customer-facing appointment calendar

Incentivized