Lasso CRM vs. Pipedrive

Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.

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

• Sales reports.
• Traffic reports.
• Apply follow processes.

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

• Lasso is sometimes difficult to navigate for admins. As different options and permissions are divided between multiple access levels (sales, management, admin), and from there, options are often buried under other options, it's difficult at times to figure out how to make adjustments to things within the platform.
• The email marketing system is lacking. There aren't as many design and customization options for building out graphic-rich emails as there are with a dedicated email marketing system.

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

Unless I find something better...

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

Experiment is the only way to start

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

• Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
• We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
• Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.

Incentivized

• 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