Highrise CRM (discontinued) vs. Pipedrive

I am not familiar with other contact management systems; before Highrise, we used a paper rolodex. But for our purposes, which have certainly changed over the last several years, we've been able to adapt Highrise to our needs. We've changed our tagging protocol - now, for example, we have social media tags, so I can narrow a contacts search down by contacts who have Facebook, Twitter, Pinterest, etc. And we've added fields in the Contact Info so that we can include links to those pages when they exist, and you can click on it to go directly to those pages. It definitely meets our needs, though we are a fairly small marketing department, under 50 employees who utilize Highrise, and probably far fewer who use it frequently. Particularly with the tagging system, I could see a large number of users creating useless and overwhelming numbers of tags

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

• Able to see all activity, this helps if you need to find out who made updates last.
• You can create different tags for clients. We have tags labels for each product the client has with our company, so when we need to pull reports it saves a lot of time.
• If a client has multiple people in the office you can add all their informaiton.

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

• Would like to be able to copy information from the right sidebar more easily without having to open up & edit the contact (like Skype or email info)
• When I start a search by tags and pull out information, I have to re-do the tagged search to pull it up again
• Takes a while to export a custom list

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's become the heart of our contact management system - it's low cost, simple to use and high impact for us. We are using a version that allows for unlimited employees, 50,000 Highrise contacts and 100 Gb or file storage. This means to us that this is scalable and sufficient for the foreseeable future. By using some other apps we can add some things that we need that aren't built into the product. We use infusionsoft but not as a contact manager for clients. When a contact in infusionsoft reaches a certain stage and we get more "hands on", we use Zapier to setup the contact in Highrise and create an embryonic deal. We like Mailchimp for email newsletters and Mailchimp syncs nicely with Highrise. Finally we use SalesClic to give us a more refined sales pipeline.

Unless I find something better...

It's quick and easy to setup and use. There isn't any feature "bloat". Nothing to struggle with

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

They are quick and SO nice. They are very friendly and are eager to help.

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

We use to use Connectwise and Highrise is a breath of fresh air compared to Connectwise. We love that the 37 signal services are all web based. We can connect anywhere making working on the go much easier for everyone. Our challenge with Basecamp was that it was a computer program based product which made it very slow and inefficient. It also conflicted with our Mac computers because it only worked on a Windows platform. None of this is the case for Highrise. I've never had a load issue nor has it ever run slow. It's up to the minute with any updates and entries. The categories it offers is wonderful and very appreciated. Organization is key, and it's the best way to keep everyone on task. Overall, we are very happy with the product

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

• We use it to streamline and assign inbound sales calls.
• Sales reps use it to automatically store correspondence , schedule follow ups, and note requirements.
• We download the text data and apply big data techniques to learn about customer needs and product requirements in the aggregate.

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