Pipedrive Advance vs Professional

Anyone can say if pipedrive professional is worth the money over advance?

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    Hi Timothy,

    Do you have a list of requirements that you could possibly run against the offerings of both plans?

    This exercise has helped my other clients decide which plans work for them.

    Best,

    Amit

  • Timothy Sirard
    Timothy Sirard Posts: 5
    edited December 2021 #3

    Hi Timothy,

    Do you have a list of requirements that you could possibly run against the offerings of both plans?

    This exercise has helped my other clients decide which plans work for them.

    Best,

    Amit

    Hi Amit, We are a contract research organization CRO that does clinical studies . hard to say what list we need but we get a lot of existing and potential clients emailing sales and other operations team members at the same time and we need an easier way to know who is getting contacted and when replies are sent from clients/potential leads etc... easily getting their information into contacts, knowing when they have contacted more than 1 person, does any info help coming from LInkedIN (most people do not have their work emails so this seems to fail me).   Getting the best analytics for sales and also know which level gives the best analytics for sales people and productivity stats (can you see how active a person is and a trend if they are doing really well or falling behind in sales).  We offer multiple services and products , some are new, some are separate, some are in a package, and many repeat do not contact sales anymore, just their last contact person in operations.  And of course how do we keep sensitive study data from going into PipeDrive etc.. (the same person that reaches out for new work may also be working on a project in another lead or deal)

  • Torbjörn Johansson
    Torbjörn Johansson Posts: 112
    10 Comments Second Anniversary 5 Up Votes Photogenic
    edited December 2021 #4

    Hi Timothy,

    You can always start with Advanced and upgrade if you need more functionality. There are more difference after repackaging of functionality in the Pipedrive licenses.

    regards

    TJ