GridBuddy Connect vs. Pipedrive

GridBuddy is a very good tool for allowing users to work with multiple records simultaneously and saves a great deal of time for staff who have to view and edit multiple similar records. We have used it very happily for a number of years at our nonprofit organization. I would rate it more highly than 7 except for the fact that GridBuddy was acquired by a larger software company and the pricing has been raised significantly. It used to be a very affordable solution for small and mid-sized nonprofit organizations but it is now much harder for organizations in this market to afford the product.

Incentivized

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

• Layered Reporting: The ability to bring in data from 3 objects, unlike Salesforce reports.
• Mass Edit: In comparison to inline editing, it allows the ability to create multiple views, personalized layouts, and again seeing, more than one object at a time.
• Workspaces: Ability to create a space with all the important grids a user needs.

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

• We have used GridBuddy with both Salesforce and SAP C4C. We didn't have any problems when it was synced to Salesforce, but when synced to SAP C4C we have had a few problems, which makes me think the integration with it isn't as mature. See subsequent points with details.
• When synced with SAP C4C, we are unable to use multi-level sorting on custom fields. Multi-level sorting is apparently only functional on standard C4C fields.
• Our current instance of GridBuddy synced with C4C has been stuck in a metadata refresh for four weeks, so we can't use new C4C fields until this is resolved.
• Support has been slow and not too impressive at least since using GridBuddy with C4C. It took a couple of months to finally diagnose the issue with multi-level sorting with different employees giving us different answers and eventually they told us the sorting wasn't working with C4C custom fields. It has been over three weeks since we reported that our metadata refresh was stuck and other than an acknowledgment that our issue had been forwarded to the product team, I have had no updates.

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

- Easy of use - Visual nature of using the product (as compared to Dataloader) - Quickness of making changes/updates/edits to long lists of records, live and real-time

Incentivized

Unless I find something better...

- Ease of use - Real-time and visible nature of making mass changes - Ease of setting up a Grid - Ease of filtering the Grid to see the records that I need to change

Incentivized

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

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

GridBuddy was very easy to implement

Incentivized

Experiment is the only way to start

This is the 1st inline editing product we have tested. The only reason we would ever go with another product is the price.

Incentivized

The reporting tools with Pipedrive are immensely more advanced and customizable than Clio Grow. We are able to adjust and tweak the reports to make sense for our firm specifically whereas with Clio Grow, you were sort of stuck with the default reports. Pipedrive beats Clio Grow hands down.

Incentivized

• GridBuddy has allowed us to make more outbound calls and handle more concurrent tasks that using Salesforce alone would have allowed. Considering the costs of Salesforce, the small additional expense is well justified under the correct circumstances. We were very disappointed with the vanilla Salesforce UI. GridBuddy means that we actually engage with salesforce now.

• 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