Pipedrive vs. WinEst by Trimble

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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WinEst is truly built for everyone. Their assemblies/database linking is perfect for self perform and subcontractors while their database management and custom reporting is perfect for GCs. While Excel set the bar, WinEst is on another planet. With the immediacy required by today's markets, WinEst allows you to deliver a superior product while being more accurate.

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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

• It's very flexible when building an estimate and selecting items to include. You can either click your way to the datebase or quickly copy and paste similar items.
• The numerous ways to view and estimate whether it's by CSI, Uniformat, Master Format, or any view you'd like to see. One of ours is by program area, i.e. Sitework, Tower, Parking Deck, etc. After that, you can sort by Bid Package, CSI, etc. Quick buttons can be created far all the views you'd need which allows changing between views a breeze.
• The visual interface is pleasing and easy to read.
• It's easy to create your own database using Excel. Once you tag an item with unit costs, sort codes, etc., Winest will import it. You can also build it manually within the program but Excel was faster.

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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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• At times, WinEst controls feel counter intuitive. Also the tools available for actually developing the database can feel clunky. This means that if you do not take the time to create a robust import file, you will spend a serious amount of time fixing your errors.
• WinEst is also an object based database which means that it is difficult to do mass dumps of information (mainly takeoff) into the program. While this is great for ensuring that everything is done purposefully, it does lead to extended hours of data entry
• It takes hours upon hours of use before you begin to realize the true potential. The sheer number of tools is overwhelming and their help resources are very basic and only explain how to correctly enter the data but not the feature's best use cases.

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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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Doug Quinn was our trainer and travels all over the country. Whenever I have an issue I shoot him an email and he quickly responds as soon as his training gets a break.

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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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WinEst simply blows excel and Timberline out of the water. The shear depth of functionality is unparalleled. Not only does WinEst deliver a better product, it also shortens the amount of man hours required for each bid, alternate, pricing exercise, etc. On top of this, it has a number of redundant safeguards for catching errors that the others don't have.

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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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Independently Invited by TrustRadius

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• We've not measured the rate of return but WinEst has made us much more efficient and organized.

Incentivized

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