OnePageCRM vs. Pipedrive

It's hard to be helpful here: we use OnePage in such a limited way that I'm certain some of the higher level features would really help other organizations, it's just that our activity flow isn't based here. We use our help-desk ("Freshdesk") for the majority of our customer communication, and in fact don't manually communicate from OnePage directly.

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

• OnePage pulls in emails very well and clearly displays them when you click on each contact.
• Tracking data. It is great to track the number of calls, emails, deals won/lost, etc.
• Lead importing is hassle-free.

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

• OnePage does not show an overall "life of the lead" in one place. While it tracks everything, it can be difficult to get a broad overview/timeline of all communication.

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

OnePage is not as robust when compared to SharpSpring. SharpSpring is better with email marketing, lead scoring, social media management, etc. OnePage is better for the sales team, but for our fulfillment team, Asana works better because of the ability to create sub-tasks and projects.

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

• The thing is, GTD seems to work well for me and ensures that I don't forget to follow up which is the number one failure in sales prospecting. So, the ROI is obviously good.

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