Pipedrive vs. Submittable vs. Zoho CRM

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

Submittable is great for grant management, grantmaking, and scholarship awards. It's a very useful tool also when there are multiple reviewers and committees involved in the assessment of the application. The table feature is helpful, but to download the information in a usable report is a pain. Overall a very useful tool for funding.

Incentivized

Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.

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

• Form-logic: Allows application forms to adjust based on answers to crucial questions (if-then-else) so that all applications don't have to see extended questions that may not apply to them or their situation.
• Messaging Platform: This platform allows interactions with applicants or internal review teams to be associated with the specific submission, allowing for an easier, complete view of an application being considered and as an audit trail.
• Good Voting/Polling Management: It makes it easier to record the latest vote/feedback from assigned team members and allows customization of the vote/feedback review as a form. It also summarizes the votes for easy review in a submissions dashboard view.

Incentivized

• Hooks into our website and can import data from forms.
• Has great automation tools built in.
• Reporting features are great.
• Easy to learn, makes it easy for us to onboard new users onto it.
• Fairly customizable. We have fine tuned it to work the way we need it to.

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

• We are some of the earliest users of employee volunteerism, so there have been some things to work out. However, because of that, we've gotten a lot of one-on-one support to help make minor tweaks to the system in a way that works for us.

Incentivized

• Need some way to switch a field type without losing the pre-existing data.
• The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
• Frustrating that only 3 custom lookup fields are allowed per module in our license.

Incentivized

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

Incentivized

We use this software annually to help with our grant processes. Without it, I'd be so lost! Our team relies on the data from our past years to sift applications and we try to prioritize those who have applied and been a finalist but perhaps didn't win in years prior

Incentivized

i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.

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

A submittable requires a great deal of thought to set up. It would be best if you really did an outline and flowcharting. Once you have a detailed plan and set up the system, you have to think of the process that you would manually do step-by-step to deal with the what-ifs; it’s beautiful. The ability to Clone events is invaluable. The onboarding can be complex, but the ease of use afterward is worth it.

Incentivized

The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.

Incentivized

We have thankfully never experienced an outage nor been affected by a technology issue on Submittable's side that has delayed our grant process. We have instead been able to distribute over $6M in donated dollars to AAPI small business owners because Submittable is trustworthy and available

Incentivized

In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.

Incentivized

We've had a quick and efficient submittable experience that has always been easy to use. When we need a report it downloads within seconds, even the larger reports are 30 seconds or less to download. Pages are quick to load and reports complete in a more than reasonable time frame

Incentivized

I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.

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

I think that they are good at answering our questions and solving our problems. We occasionally get reports from applicants about problems the Submittable team has not solved, but I do not know what the applicant has done to get the problem solved.

Incentivized

We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.

Incentivized

We have been using this for many years but my memory is that we had a
human walk us through how to use basic features. We also used the
resource library to learn about specific topics or issues as they came
up.

Incentivized

I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable

Incentivized

10/10 because we were able to meet virtually and still get all of our questions answered! Online was effective too because we could easily record the sessions and review them later. Since we had to onboard our reviewers virtually, it was actually convenient that this was the same method we learned how to use the entire program virtually too.

Incentivized

There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.

Incentivized

Experiment is the only way to start

I would say, provide Submittable as much detailed information on your planned use of the platform and your desires with the platform as possible, and the implementation will be tailored to accommodate your organization with minimal lag time and issues/problems.

Incentivized

When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer

Incentivized

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

Submittable isn't in the same league as these other platforms. It's trying to get there but it's been a rocky road. Neither customer support nor the account people we've dealt with at Submittable seem particularly knowledgeable about how the product actually works for foundations and can't provide detailed recommendations for how to use the product more effectively. The decision to use Submittable was made before I came on board. We are moving to another platform next year, probably SmartSimple.

Incentivized

Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.

Incentivized

I wish we could choose our own number of applications we want for the year and have the price be changed because we are in-between buyable numbers and always have to add more applications at the end of the year

Incentivized

I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end

Incentivized

We have been easily able to grow. Not only are we able to process different applications, but Submittable makes it easy to add applications onto our plan. Additionally, their eligibility form before the application does a good job of screening applicants so we do not pay for extra applications.

Incentivized

We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.

Incentivized

Very professional

Incentivized

In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.

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

• Time is money! Submittable has eliminated many tasks I used to do manually, thus freeing my time for other work.
• Decreased support calls and emails from applicants- Our applicants are able to successfully access and apply for our grants.
• No internal IT support needed to use this platform. That team is able to focus on their larger business projects and needs.

Incentivized

• because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
• we have found a much higher customer engagement rate and ROI
• we used to "lose" customers in our makeshift process. Now, all customers are being attended to.

Incentivized