Pipedrive vs. Uberflip

Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.

Incentivized

Uberflip is well suited to bring your larger organization into sharing content. Instead of relying only on marketing to be driving content, Uberflip has made it easy to integrate content into the sales process or client services process, with the ability to make the experience unique to sales or CS. Where Uberflip may not be as suited is if you are looking for landing pages to capture leads, most of the time for landing pages designed to sell a product you want to add specific feature copy and be able to place a gate over content without having a user jumping from page to page, while also having the gate capturing information and allowing you to trigger activities from your marketing automation system. Uberflip doesn't allow you to add copy or manipulate a landing page and only allows you to add information from a gate to a static list, which does not allow you to automate the process.

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

• Integration into already existing CRM platforms, like Marketo.
• Robust back-end reporting with the what seems like endless filters.
• High-level of support from both the account management and technical teams.
• Problem-solving with a focus on your end goal or what you are trying to accomplish.

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

• Decent amount of bugs in the system, constantly need to work with support.
• Continues to raise their prices without adding much extra value.
• Lots of turnover on their customer team's.
• Somewhat customizable but could use some work on making hubs not all look exactly the same.
• Mixed bag on the helpfulness of their teams.
• Not overly proactive with suggestions for optimization or knowledge of their accounts.

Incentivized

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

Incentivized

This serves all of our content marketing needs, but our sales team does need a more robust sales enablement solution. It's hard to have the engagement/usage data for different kinds of content in disparate systems. But I've looked for years and been unable to find a one-size-fits-all solution to solve all marketing and sales enablement use cases.

There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!

Incentivized

For me this has been very easy to use. Once we got the basics down it was easily repeatable and if we did end up having questions our point of contact was very helpful and fast in getting our questions answered. If it was above their capabilities they brought in a support professional who really made it easy for us to learn and replicate their steps.

After using Uberflip for more than a year, we have yet to experience any down time.

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

The support and the team at Uberflip is THE BEST!!! They are seriously so great. They got to know me on a personal level and really cared about getting my Hub set up the way I wanted and they want my Hub to be successful. They even took a few of us out to dinner when they were in my area for a marketing event. They are always there to help me and only a quick email or phone call away

It wasn't exactly training but there was a step by step check list of things in a project the Uberflip team shared with me. There were links to helpful articles on it that walked me through how to set things up

Experiment is the only way to start

The implementation team was with us every step of the way, helping us map what needed to be done, providing examples of other customers and being as hands-on as we needed

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

When it comes to asset management, Uberflip has a HubSpot beat. That doesn't mean HubSpot isn't necessary for other functions, but when it comes to the content itself, the backend organization, reporting (item and stream level), and delivery of the content is much more useful in Uberflip. Otherwise, they have the same learning curve.

• Pipedrive has had an extremely positive impact on our overall business objectives. More specifically, the return on investment has been magnified by the fact that it is fairly inexpensive.
• I can recall 2-3 conversations which prompted my boss and myself to note how convenient Pipedrive is.
• Like most companies, it can often feel like we are spinning many plates at once. Even when our team is not able to connect in person every day, our projects are capable of progressing. Pipedrive has allowed us to press forward where we (normally) would have lacked the communication necessary in doing so.

Incentivized

• It has enabled us to track the performance of the content being sent out by sales. Now we can make data-driven content decisions.
• Have had multiple use cases where Sales Assist was able to reengage prospects that were thought to be lost.
• Content management has been key, it has been extremely helpful to centralize content in Uberflip.

Incentivized