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Sales teams and small and mid-sized businesses looking for a simple yet powerful sales tool to help them stay organized.
Mortgage Professionals: Loan Officers, Loan Advisors, Mortgage Brokers, and Mortgage Marketers
It's extremely user friendly, has a very clean layout, and is extremely effective for tracking information. Both the online and the app versions are quality products that have met my needs and more.
Functionality was terrible, I don't know if we misunderstood and they aren't actually a CRM system but what the product offered cannot be called a CRM.
Pipedrive is very competitive to other more popular CRM tools, the price is also better. I almost have all the needed features in a CRM along with the process automation.
The inability to move among contacts in the same list without returning to the main list page is a waste of time. The online app is basically useless.
I liked the way it pulled in my email and calendar and it was easy to set up reminders to follow up with prospects. The software is good - I would recommend it.
Difficult to understand when using for the first time. Repetitive data entry can get boring.
It has been as well a great way to interact with our customers, and gain a better insight to all of the sales process.
The only thing that is kinda confusing especially to non-technical person is on integrating with third-party tools. Most of it needs to be connected with Zapier which is again another subscription.
And the tools that it provides are fantastic. I love the ability to mass-text as well as mass-email, all with personalized communications to the client or partner.
The custom templates the initial set up of these is a little annoying. There are definitely some items that are odd about the reports.
I like this system... and am happy that we chose it. It has a lot to offer (some of which, I'm still learning) and I can tell there is potential for growth within the system.
When it lags and I have to refresh to make the interface work.
This software is great and makes mortgage processing much easier on a day to day basis. Great for keeping track of multiple files and helps you stay organized.
Also the formatting is clunky and slightly dated. Our team has used different CRMs and this one is the most difficult to navigate through as there is so much going on.
It is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders.
One of the only gripes I have with BNTouch is the lack of being able to customize the look and feel of the CRM itself.
Ricard: Hi, I'm Ricard. I work as a marketing manager in [inaudible 00:00:04], a marketing agency here in Spain, and I rate Pipedrive five out of five. We use in the company another CRM called ActiveCampaign. It works also really well, but we decided to use Pipedrive. The best things about Pipedrive are the easy of access to the information, the integrations, and the reminders. Having information accessible for our commercials make the access to the deal in seconds really easy and more efficient. Actually, it was really easy because of the integrations of the Pipedrive. The integration with Gmail and Outlook also make the process really, really smooth, and it helped us to avoid losing information. Make a process of understanding of the funnel of your business before using Pipedrive to start using it at 100%.
Prioritize real-user-identified key features according to your needs to find your best fit.
Pipedrive
BNTouch Mortgage CRM
Pipedrive
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BNTouch Mortgage CRM
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