Pipedrive vs. Sugar Connect

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.

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It is a fantastic and very useful application. It has many customization options, but it does not have the power that a giant company requires.

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• 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

• Makes saving emails in SugarCRM really easy
• Flexible as to which types of records you can save to
• Accurate reporting on opens and clicks
• Easily add new records to SugarCRM from Gmail inbox

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• 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.

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• The payment plan that Collabspot provides does not have many advantages over the free plan.
• The scores do not reflect the true assessment towards clients and candidates.
• Mail templates have an outdated design.

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

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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.

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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.

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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.

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Very similar. Two different layouts for two totally different systems. Collabspot/Sugar is my primary system, but when I was an SDR, I used HubSpot for prospecting primarily because of email automation. Now that I'm a Territory Manager, I don't use HubSpot much anymore as my time is filled up with partners and clients--I do less "hunting" these days than I did as an SDR. Our company uses SugarCRM and Collabspot is integrated so I use Collabspot almost exclusively now. Right tool for the right job, I guess.

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• 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.

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• The staff that enters is of guaranteed quality.
• Customers can respond to our requests quickly.
• The staff of the administration is much more committed to their work.

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Independently Invited by TrustRadius

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