NoteVault vs. Pipedrive

NoteVault helps to reduce the amount of time to produce a daily report and makes the typically burdensome task easier to accomplish. Our Superintendents are able to craft their daily reports as they see the work activities being performed as opposed to trying to remember what happened during the day and then writing down those activities with accuracy after a long day in the field. NoteVault also allows our Superintendents to keep accurate manpower counts, material deliveries, equipment on site and weather reports.

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

• Enhances safety; instead of writing notes, with my head down buried in a notebook, I am aware and looking around. I work on highway repair projects next to live traffic and all types of construction equipment moving in all directions and overhead.
• Documentation; I got in a dispute with a contractor recently and won it immediately by showing my Notevault notes with time stamped photos of the disputed work.
• Communication; I can keep other support staff back in the home office up to date with project developments and they get to see what is going on .

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

• The website for administrators setting up projects and users could be improved. It's hard to find where things are located. I would like it in more of a Office (Word) template, with tabs up top. Some things are in Settings, some are in tabs, some are on the right side.

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

It flat works and has paid for itself quickly.

Unless I find something better...

Simple use of functions. Majority of people can become familiar with this product fairly quick

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

Experiment is the only way to start

Notevault is who we decided to use, for the simple fact that it is the easiest on the market for our foremen to use. Make it easy, and they'll actually do it. Make it bulky and cumbersome, and they'll do a way less accurate job of daily reporting. This is why Notevault works for us... IT'S EASY!!

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

• It has made it easy for our guys out in the filed to report all that is needed for daily reports so there is no scrabbling to remember and report at a later time.
• NoteVault has had no negative impact for us at all.

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