Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
$24
per month per seat
Vena
Score8.1 out of 10
Mid-Size Companies (51-1,000 employees)
Vena Solutions provides a financial process automation solution to automate Corporate Performance Management, accounting and budgeting, Regulatory & Compliance, and other finance-related processes. It is scaled for medium to large-sized organizations.
N/A
Pricing
Pipedrive
Vena
Editions & Modules
Essential
$24
per month per seat
Advanced
$49
per month per seat
Professional
$69
per month per seat
Power
$79
per month per seat
Enterprise
$129
per month per seat
Professional
N/A
Complete
N/A
Offerings
Pricing Offerings
Pipedrive
Vena
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
Monthly plans are available. The Essentials monthly plan at $24 per month.
The Professional Plan is the most flexible way to get started quickly and can be added onto as a company grows. The plan includes: Vena Platform, Customer Success Manager, Standard Support and Customer Portal.
Complete Plan includes everything in Professional, plus: Vena Insights, Premium Support, Sandbox Environment, and Expert Managed Services.
For a limited time, new customers who use Microsoft Dynamics 365 Business Central (Online) as their primary ERP can get a free year of Vena and 40% off implementation costs.
Vena also offers special pricing for not for profit organizations. To learn more, speak to an expert.
Sales/Finance Exec in Finance and Accounting at Capitalize Consulting (Computer Software, 51-200 employees)
Chose Pipedrive
Overall compared to SFDC and other CRM tools Pipedrive stacks up very well when it comes to ease of use and usability. It needs a bit better more robust reporting compared to some of the other tools. But for the cost and value provides I'd rank Pipedrive very highly in …
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
Verified User
Chose Pipedrive
Pipedrive works significantly better than monday. We trialed monday for a short period of time, but made a quick switch to Pipedrive upon recommendation by a competing vendor. I do not recall the specific reasons why we were so certain that the switch made sense, but it was …
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
Vena Solutions
Verified User
Chose Vena
Vena is a little pricier based on what we were quoted but was far better suited to our business, from what I have researched and from the initial pitch we had with both. It also seems to have a wider user base and appeal to larger businesses, which suits us better.
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
Verified User
Chose Vena
We found Vena to be much more intuitive and easy to leverage with our existing models and templates we've built in Excel already. It allowed our finance and ops teams to get traction and value from the solution much faster than we felt the other CPM solutions we looked at.
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
Verified User
Chose Vena
Assuming a staff-member has excellent MS Excel skills, Vena Solutions is (most likely) capable of producing just about anything one can imagine. That said, Excel's visuals leave something to be desired. Most folks would choose a Tableau dashboard over a Vena dashboard any day. …
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
It is well suited for planning, budgeting, and forecasting. Using its capabilities also allows you to use it for reporting, whether it's month-end reporting or other reporting where you want to rely on data from a source that can be nicely presented and adjusted in Excel.
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
The Admin function of Vena, being able to set up the users in the user categories and the different groups and assigning the groups and the task bindings, is particularly easy and very helpful because as we have so many different departments and disciplines in our organization, we do need to establish pretty specific user access so this process works really well for us.
Running reports in Vena is fairly easy, and we do enjoy being able to just push a button and get some budget versus actuals.
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
Have another license between power user and contributor that allows building reports that aren't ad hoc, but don't have all the admin rights of a power user.
Have a session on best in class Workforce Planning prior to implementation.
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
Vena has become an integral part of finance and our daily process. Without it we would take longer to prepare results and decisions will be delayed. Vena has given the whole organization more visibility of results and budgets so that all departments participate more actively in managing their budgets rather than it being the sole responsibility of finance.
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
Vena is somehow easy to manipulate. If you want to map accounts, or change mapping. there are clear instructions and guidance. and also Vena AI is on the way, so i think we can leverage it more and let AI help us mapping and check errors. overall a very good product and easy to learn and set up.
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
Vena is seemingly always available. They plan maintenance windows well in advance and always off hours (typically over a weekend) and communicate clearly throughout maintenance about what will be affected. Over 5 years of using the product, I can only remember one time when the platform was unavailable (I believe due to an underlying server hosting issue from their provider), and they resolved the issue and had everything up and running again within 8 hours.
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
The performance is dependent on how much data and calculations are involved and how complex the security settings are. A simple template or report loads in seconds. A complex template or report can take a while. If there are many users with complex security settings, that will be a factor in the load time.
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
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
When I reach out to our support team, they are always able to fix any issues we are having in a timely manner. It is always resolved quickly which proves that customer support always helps out our support team with any issues so they can in turn help us quickly
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
This is the best way to learn and buy-in. The in person effect gives students both a hands on approach but an instruction to be there to customize assistance and understanding. In person also builds greater buy in with your future team on creators. However if your audience is better at on line learning this is another good option.
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
The training was structured as a group training to learn the basics of creating a data model and mapping a template. While we had nearly 10 participants, I was the only actual implementer so we probably didn't actually need the training and could have just learned the initial skills from the implementation consultant. Two years later, when we hired a new team member, they completed several modules in Vena Academy (a self paced learning course) which allowed them to get up to speed on the basics with just a bit of supplemental guidance from me as our existing admin.
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
The Vena consultant had great knowledge of both the Vena solution and Excel and Excel functions. He was able to help suggest ways to build our templates that met our requirements using Excel functions we had not previously considered using. And we have been able to use the Excel information he provided in other ways outside of Vena. He was very patient and flexible as we learned the Vena tool and created templates
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
Previously used Synario for long-term forecasting. Ultimately moved to Vena for this to keep budgeting and forecasting together in a single solution. Vena's system is much easier to learn on the admin side since it is Excel-based so the transition was pretty simple. Previously used Jenzabar with JICS for budgeting. Vena's budget system is more user-friendly for end users and more flexible so it works better for our specific needs. Vena's reporting system is easier to use and customize.
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
Vena solutios is a software that provides robust tools that help different departments in their statistics and we can visualize a lot of promising and visually attractive data. Vena Solutions' level of scalability is high and sustainable over time thanks to the fabulous technical support that is ready to help us at all times
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
Vena has helped save time by reducing the manual work involved with budgeting, reporting, and variance analysis. Instead of spending as much time organizing data and reconciling spreadsheets, I can focus more on reviewing results and making informed decisions. It has improved collaboration between teams and provided better visibility into financial performance, creating more efficient processes overall.
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
