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No account limits
No hidden fees
No charge for phone/email support
No charge for API key
No credit card required for 30-day trial
The best QuickBooks sync
Track contacts and follow-ups
Create estimates and invoices
Accept online payments
Send email and more
Track opportunities and assign to your staff
Use web-to-lead forms to collect info from prospects
Track support issues & cases
Enable customers to create their own support tickets
Create and send bulk emails using Email Campaigns
Our company uses Pipedrive, and we are about to make the switch to Salesforce. Pipedrive was fine when we were a small start-up, but now as we change methods there are lots of changes that we want to make to PD, and the lack of features and accessibility makes it hard to make lots of large changes easily. Instead, we have to individually go in and spend hours fixing details of different leads. It doesn't help either that it's hard to reach customer service and get on the phone with them.
Tuesday 27 December 2011
What we liked: • Users can drag and drop clients into new categories as their deals progress• Red light/green light feature notifies users when they need to take action on a project• Unreached goals automatically carry over to the next sales cycle• Pipedrive backs up its users’ data on a daily basis What we didn’t like: • NothingMore about Pipedrive
Monday 08 September 2014
Method:CRM is designed to make the business processes of an owner much easier. It deals with marketing, emails, and even social media. The CRM that they provide streamlines the process of creation and customization of apps and programs.More about Method:CRM
Thursday 11 December 2014
Not impressed, replicates a system I use in excel which is free.More about Pipedrive
Tuesday 16 December 2014
MethodCRM Use Cases and Deployment ScopeMethod:CRM is used across the company. The sales team uses it for lead tracking, the scheduling department uses it to schedule out technicians and equipment. The accounts receivable department uses it to generate work orders and invoices. Everything is managed through Method. It is used everyday and is what keeps the business moving smoothly.More about Method:CRM
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