Pipedrive vs. Vero Cloud

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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Vero tends to play nice with companies that have their websites as the primary source of truth. This allows them to send as many events as they need and develop more complex workflows that introduce conditionality into Vero emails. However, for those that rely more on Salesforce, it might have more limited applications. The product is fairly easy to use, so it's easy for multiple people on the team to pick it up and do what they need for their respective groups. On the other hand, creating email templates will require some knowledge of HTML/CSS, unless those are copied from another source. That would require another product of course that provides more robust layout editing features and templates.

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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

• Email template editor allowed our developers to design emails to looks like beautiful marketing emails or basic personal emails.
• The Vero API allowed our developers to connect triggers and events from our visitors to kick start campaigns.
• Campaign flows were fairly easy to create and define.

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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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• While Vero offers some WYSIWYG editing, it's on the limited side, as it mostly allows you to edit copy, but not necessarily the layout.
• The UI/UX has improved dramatically over the course of the last few years, but it can still lag from time to time and experience sluggishness.
• While reliability is really good, it does have lapses from time to time that will introduce delays into emails being sent out. Once or twice, the system went completely down for a period of time.

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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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Vero's price tag is far more attractive but for what you will find to be clear and obvious reasons. Vero has no CRM unlike HubSpot and Infusionsoft. Vero also has limited tracking unlike the seemingly endless possibilities offered from HubSpot which as we all know comes with at a significant cost, often not feasible by a small startup company.

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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 overall costs of using Vero have been much lower than using two comparable products that handle transactional emails and newsletters, respectively. MailChimp has relatively recently integrated their Mandrill product for transactional emails, so that's worth looking at as well.
• Using a single product for many things lowers the learning curve, as team members only have to learn one product well, rather than several.
• While infrequent, Vero's outages have impacted our operations at times. If absolute reliability is crucial to your business, then you may have to find a larger provider with a more robust infrastructure. As mentioned, though, it hasn't been a big problem for us.

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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