Likelihood to Recommend 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.
Read full review VanillaSoft is well suited for any marketing operations or sales operations team looking for a tool to help them efficiently reach prospects and engage with them through a streamlined method. This can be a great way to manage that engagement, measure it, and keep track of various aspects of prospects.
Read full review Pros 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 Read full review Our employees love it - very user friendly, easy to grasp, very little down time to learn it. They feel very confident immediately. Great technical support - I can get solutions to customer problems that make our company look more responsive to our clients. Our clients appreciate our solving their problems immediately. Because of the real time analytics - we can address immediate issues with marketing campaigns to make our client's personnel look great to their superiors. Because of all the functionality - we can provide a turnkey approach from a small company with big company capabilities. Read full review Cons 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. Read full review It really needs an "undo" button. I can't tell you how many times I was typing notes etc and hit a wrong button and all was gone so I had to start over. This may be the way we have it set up....we have term codes which are how the callers terminate a call they were on. They finish the call, then type notes in the notepad section of what happened, then they terminate the call. But there are times that I need to go onto a record and just leave a note but don't need to terminate it as anything. If there is a way to do that, it would make my life a lot easier. Read full review Likelihood to Renew -2 for Its cost and +8 for the need of tracking of leads and monitoring of team.
Read full review We have no reason not to renew. VanillaSoft has been the best CRM (for us) that we have ever used. The value is great, we love the system, and it's easy to get assistance from VanillaSoft team when needed. Our team is so used to the calling and admin functions there is no desire to change.
Read full review Usability 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!
Read full review The entire system is set up so perfectly. It makes training callers much quicker, and admin tools are so easy to navigate when you get used to using it. Also, if there is ever something I cannot figure out, I can get support from VanillaSoft very quickly to resolve and get my task accomplished.
Read full review Reliability and Availability It is very rare that we have system issues. Maybe a handful of times over the years, we had to contact support about being unable to access. It was always a quick response from the VanillaSoft team, and they would clearly explain the issue and usually give time frame on fixing, or have it fixed immediately.
Read full review Performance I work on all aspects for VanillaSoft for our company. The pages overall do load very quickly. Reports are amazing, I can get quick report, customized reports, and anything I may need to present to client in very little time. It has made my job so much simpler. As far as I know, integration goes smoothly as well.
Read full review Support Rating 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.
Read full review Response time was acceptable for the relatively few problems any of our users may have encountered. Fortunately, such occasions were rare.
Read full review In-Person Training It was very helpful and informative. The learning of the tool is something anyone can do, as the setup is so well thought out.
Read full review Online Training It was very thorough. VanillaSoft team did not rush us. They explained the various functions clearly and were open to any and all questions we had as we began to learn the system. Also, once training completed, if we encountered anything we could not figure out, the support team was fantastic in helping us out.
Read full review Implementation Rating Experiment is the only way to start
Read full review Our implementation was very easy.
Read full review Alternatives Considered 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.
Read full review VanillaSoft stacks up against
Microsoft Power BI very well by allowing the data visualization in a more effective way, Power BI has positioned itself as one of the more robust and intuitive tools for business intelligence and data presentation. VanillaSoft and
Microsoft Power BI are a great bundle for the report and analytics team.
Read full review Scalability VanillaSoft has been great. The flexibility of the system is wonderful. The scalable software options are impressive as well. I would strongly support VanillaSoft's capabilities in this area. You really can do just about anything to get the setup and or integrations you may desire for your company needs.
Read full review Return on Investment 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. Read full review Ability to contact more clients each day. The ability to save my correspondence and notes on each interaction allowing for the appearance to the customer that I am very engaged when we are speaking. Increased sales from the calendar setting and saving my notes. Read full review ScreenShots