Pipedrive vs. Viewpoint Vista

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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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

The company has made a commitment to the use of the Vista products and continue to move forward trying to implement more with the Vista HR Management. From timekeeping to onboarding in the near future we strive to look for better ways to utilize the products for our accounting and payroll purposes.

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Invited by the Vendor

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

• 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

• New employee on-boarding and personnel management
• Full spectrum accounting management (AP/AR/Payroll)
• Project management from contract award through project close-out
• Data security management, reporting and anlysis
• Equipment full lifespan management for costs, revenue and location tracking
• User Database allows for built-in customization capabilities to fit the most unique business requirements

• 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

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

• Their payroll module is terribly slow and very clunky.
• Job costing parameters are very strict and limited.
• Each module interface has too many forms and screens.
• There is too much flexibility regarding where to put information into the system. There isn't one place to do anything, which creates confusion for staff.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

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

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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

It is extremely customizable and tracks so many complicated costs very well, more-so than other construction software programs out there that we've used in the past. It is also not an easy program to use for those even slightly not comfortable with a computer. The help sections/knowledge base could be better organized and updated more. It is a very powerful software program for our business and we rely on it hugely to see how our projects are running in real-time.

Incentivized

Invited by the Vendor

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.

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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

I think that Vista's is an easy program to use very user friendly with lots of help features to allow the user to fix an issue without having to put a support call into Vista. The reporting and exporting capability's are strong.

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Invited by the Vendor

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

Only issue is when there is an upgrade - it takes several times to get back logged in. Otherwise no issues with getting on to the program. We are set up on lap top or on the remote desk top. Works 90% of the time

No issue downloading the reports - I do find sometimes it is easier to export and save than it is to print to a pdf. Options on the different reports not consistent. You can print a couple projects on the JC Contract Status Report - but you have to do each project for the JC Cost by contract item - when neither one is a drill down - not a big deal

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

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

When privately owned, it was very good, then dropped when owned by Bane Capital Investments. Now that it has been bought by Trimble and has a home, support is back up again. Response time is better than most software companies, and the information provided is good. They have Chat support for quick answers, and a good Knowledge Base and video libraries.

I was not part of the in person training. I am assuming the training went well - but I did all my training through viewpoint academy.

Excellent training! They keep you on track to insure your implementation is going as planned. There are ample ways to receive additional training and training can be provided by position type. If you put on the effort, the training is there.

Experiment is the only way to start

The trainer Viewpoint sent did not understand the processes, he only knew where the modules were located. He had no understanding of the actual process itself.

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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

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

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

I personally have not used another ERP system other than Viewpoint Vista. I am sure there are others out there, but from listening to my managers experiences before Great Basin Industrial implemented Viewpoint, the other options were less superior to what Viewpoint offers. I think if you are looking for an ERP system in the construction industry, then Viewpoint is the way to go

Incentivized

Invited by the Vendor

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

I wasn't part of the integration.

Incentivized

Invited by the Vendor

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

For a small business - this program is well used in the accounting and operations. The two different work plans are set up for success. Alot of the programs we do not use - but like the reports that are generated - one disadvantage if you do not know crystal reports you cannot edit your form to meet your needs so there is a lot of printing different several forms to get all the information you need.

I wasn't part of the integration.

Incentivized

Invited by the Vendor

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.

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

• Not sure I can speak to this as the company moved to Viewpoint before I began here. I think it is helpful for the Project Management and Superintendent staff to easily review how specific job items went, which we do in the PM contract drilldown analysis

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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