Innovation Manager in Research & Development at Constellation Software, Inc. (Retail, 51-200 employees)
Chose Pipedrive
Pipedrive is extremely lightweight, but extremely powerful as you get deeper into it. My 61 year old father will use it, when he won't even use email on desktop. Pipedrive is inexpensive and easy to adopt. It's also easy to adapt, adding custom fields, deal stages, and other …
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
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.
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 think any business can benefit from Acuity Scheduling. In my experience, however, and maybe I just haven’t found the correct settings yet, it’s been difficult to manage 4 business schedules with multiple employees and varying hours that change day-to-day and week-to-week. So I definitely would recommend it to more simple business models with set hours, as it seems like it would have all the functions one might need. I still would recommend to more complex businesses like mine as well, but also include discussion of some of the potential drawbacks.
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
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
Clicking on the link opens up my calendar, which has an uncluttered look, making it easy for my prospects and clients to review their options and make their choice.
I am able to customize my schedule, the types of appointments I want to offer, and even decide how many appointments I want in a day. There are so many details that I can customize.
I can customize how my calendar and emails look for my prospects and clients so that I come across professional and coordinated. I want the look of my business, website, etc. to have a polished, cohesive, and interesting presence.
I love that there is a workshop/class/series option for my workshops. My attendees reserve their place and pay upfront. I can duplicate these events or add future dates. It's wonderful. This saves us a lot of time and is so convenient.
I haven't had any trouble with my scheduler. It works flawlessly, so I don't have to take time out of my day to fix, troubleshoot or call customer service.
I love that I can add questions for my prospects to answer right away before booking a call. This means 3 fewer steps for me. 1. They answer these questions without an email from me. 2. They make their reservation and get a follow-up email, right away. 3. I customized the follow-up email with more details and actions to take to prepare for our call.
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
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.
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
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
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
Acuity Scheduling has been very reliable. If you don't believe me, check out their status page here. They do a pretty decent job maintaining their app. To be fair, it's a pretty simple tool so they shouldn't run into too many hiccups given it doesn't feature near as many options as other applications on the market run.
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
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.
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
It is very easy to use once you get to know the program but with years of working with the program I am still finding new things that I had wished I knew about earlier. I feel like aspects of the website become hidden that would help productivity a lot if I knew they existed beforehand.
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. TR verified that a representative sample of customers was invited. More Info
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.
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
Every time I had a question on how to do something or had any issues with Acuity Scheduling, mainly in the very beginning, when I was learning the platform, customer service was excellent. They were prompt to respond, friendly, and very helpful until I had the right solution.
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 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.
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
In the case of Schedulicity, the system was awesome (very easy to set up and had some nice features) but did not offer the functionality and flexibility that AcuityScheduling does. In the case of SimplyBook.me, they offer lots of functionality but the interface is extremely complex and you pay a la carte for features so you're going to pay exponentially more for the same set of features as compared to AcuityScheduling. Their customer service was also lacking, in my opinion.
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
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.
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
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