The worst part about the Pipe Drive platform is that you cannot customize the platform as much as you could with an enterprise level platform.

Very good CRM tool that helps visually track and display the growth of leads and opportunities in a company.

It's like Trello for my sales pipeline. Fun to use and has made me better at followup and a better salesperson overall since I started using it.

Pipedrive's free plan is great, you can get a good idea of whether the product is for you without actually spending a penny.

Customer service is super responsive and helped solve a couple issues when i was first learning the system.

Great experience love the mobile and the desktop portions. Super quick server responses.

I would have stuck with this software if it had not merged my calendars and copied things from previous years causing me a lot of stress, headache, and confusion with my day to day tasks.

Terrible product, lacked basic CRM functionality and migrating to get off of it was a pain.

We love how simple and effective it is, it helps you with reminder and to get super organized.

If the tool exists, there’s a good chance you can connect to it with Pipedrive. It’s obvious that they have made integrations a priority and this adds a lot of value to the platform.

Pipedrive has organized our lead gen efforts and given us a CRM we can really count on. Solid tool and solid support with a great interface.

The user interface is well designed and I like the drag/drop functionality. This was important as the primary users are our sales team, who need something fast and easy to use.

What I like the most about using Pipedrive is that it really helps me stay focused on the most important things. It has really helped me to keep my tasks organized and not leave things incomplete.

The integration with many productivity tools has a positive impact over the effectiveness in.

There is no key information once Pipedrive is down of who you can contact for support. I don't like the Lead section it really just sits there quite useless to us.

Support readily available. Very good bargain for your money.

I love this CRM, it is hands down one of the greatest for customer support I have ever experienced.

Bit costly and being a beginner it was bit difficult for creating filters and objects. Enabling few functionalities for certain teams are missing.

I really appreciate this platform and found it incredibly useful for the growth stage of my 8 person, international marketing Saas startup.

This is an affordable software that does a great job considering the low cost.

Pipedrive is incredibly easy to start using & very user friendly. It's easy to set up, has a good marketplace for integrations & scalable.

Everyone was stepping on each other's toes and had no idea who was called and what was discussed. Some inquiries were never replied to (just lost).

Pipedrive strikes the right balance between features, ease-of-use and cost. I am happy to say that their technical support is (by far!) the best I have seen from any CRM.

It's user friendly and fun for managing leads in a way that feels easy to use.

Again, it is super easy to use. On day one you sign in and completely understand the functionality.

Pipedrive is a very powerful and good software with simple and very advanced solutions.

I have absolutely loved using Pipedrive. It's easy to use, has a great interface while still having all the features I could possibly need.

They really know how to capture the patients attention and assist in retaining that patient in the future. Safe and secure communication.

Once we started the process of ending our contract,  professionalism and customer service was extremely ugly.

The worst is that when you notice the critical mistake and can't even reach anyone to fix it.

We were happy with Solution Reach, however, the management software we were using at the time integrated their own communication software within our current version.

We wished that the system could intergrate more with our EHR software. Otherwise over the years the platform has been awesome.

Some patients complained about multiple contact attempts etc but this was just an error we made as a new user learning to select the proper settings, etc.

I would recommend solution reach to other dental practices. I had a good experience with them.

I would avoid this contract oriented sales company at all cost.

Helps with appointment reminders  AND review management for a reasonable price; customer service is amazing.

Can be difficult to maneuver from time to time due to updates/ modifications made to the programing.

Overall easy to use and maintain communtication through.

Worst customer service I have ever come across in all my years as an office manager.

Then the company automatically shut off the system so no messages were going out according to our settings. They didn't even let the providers know they were doing so.

I love that we have our patient reminders go through this program. I also love being able to send birthday greetings out to our patients.

The communication abilities with patients was great. I loved being able to reach our to patients remotely in the event of inclement weather and cancellation or closures.

Patient communication has never been so effective, smooth, and successful with using this product. Patients response with this software is so much better than other programs we have used in the past.

Ease of use, variety of options and tasks available. Ability to customize communciations and scheduling delivery of communciation.

It's difficult to install and integrate with some practice management softwares. Get reviews from people who use your PMS before jumping on.

In the beginning, Solutionreach seemed great. They promised they would integrate with our PMS, and with the exception of a few stragglers I would find not in the system it seemed to be working.

Worst company I have dealt with since my business openned.

The price and lack of communication when it came to ending the contract it became very difficult.

What I like most about Solution reach is how easy it is to use, and how quickly we are able to text and get ahold of patients.

First and foremost this product is very user friendly.

When this software works, it's great. The issue is that it often doesn't work and it is impossible to get customer service.

It is able to help us send paperwork, text and email patients reminders and key things before their appointments.

We cancelled our contract with ample notice and they refuse to give us a refund on an over charge and refused to accept a written cancellation AND renewed our contract automatically.

Overall our experience is great and they are constantly proving tutorials and there are a lot of videos on YouTube to help guide you through.

The company has been great to work with and we have integrated seamlessly with their software.

Fantastic customer service and once you subscribe to SR lots of great free tools, educ info etc.

Learning curve is a bit steep, though. Also, the support is very poor.

The newsletters were a bit difficult to create and very slow. THe forms and info that patients filled out at check-in has no way of importing into our EHR system- we have to manually input everything.

US Dollar

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. As a cloud-based application, the solution can be accessed from anywhere 24x7 using any web browser or dedicated mobile apps.


Pipedrive provides sales personnel full visibility of different sales pipelines. A robust interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.


Pipedrive's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.



LongDescription

File Management

Third-Party Integration

Content Delivery

Cataloging/Categorization

Lead Notifications

Forecasting

Business Card/Badge Scanning

Meeting Management

Internal Chat Integration

Text Analysis

Product Catalog

Online Forms

Property Management

Lead Engagement

Lead Capture

Performance Management

Customizable Reports

Code-free Development

Document Storage

Access Controls/Permissions

Activity Tracking

Transfers/Routing

Data Synchronization

Customer Segmentation

Drip Campaigns

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Single Sign On

Calendar/Reminder System

Relationship Tracking

For Nonprofits

Project Management

Data Extraction

Lead Distribution

Multiple Site Management

Pipeline Management

Communication Management

Customer Database

Call Recording

Medical History Records

Offline Form

Team Assignments

Calendar Management

Goal Management

Call Management

Customizable Fields

Collaboration Tools

Activity Management

Churn Management

Sales Trend Analysis

Client Tracking

Template Management

Scheduling

Data Import/Export

Email Tracking

Call List Management

Customer Support

Graphical Data Presentation

Buyer Management

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Configurable Workflow

Lead Management

Multi-Currency

Email Marketing

Statistical Analysis

Mobile Access

Sales Reports

Dashboard Creation

Sales Activity Management

Multi-Channel Data Collection

Survey/Poll Management

Transcripts/Chat History

Pageview Tracking

Performance Metrics

Territory Management

Click Tracking

Shared Contacts

Multi-Channel Communication

Marketing Automation

Proposal Management

Landing Pages/Web Forms

Role-Based Permissions

Lead Segmentation

Real-Time Notifications

For AEC Industry

Patient Communications

Time on Site Tracking

Workflow Management

Email Management

Visual Analytics

Field Sales Management

Activity Dashboard

Alerts/Notifications

A simple CRM starting at $14 per user per month subscription. It's easy to add or remove team members at any time.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Pipedrive

Webinars

Documentation

Videos

For 23 years, Solutionreach has been helping vision, dental, and medical organizations of all sizes implement technology that supports practice-wide efficiency and revenue growth with flexible patient communications and office operations tools built for scale. With digital tools like appointment reminders, two-way texting, batch messaging, online reputation management, and more, Solutionreach provides an all-in-one solution to connect with patients through customizable, personalized touchpoints at every step of the care journey.


Patient Records Management

Messaging

Surveys & Feedback

Electronic Payments

Patient Engagement

Mobile Alerts

Patient Questionnaires

Rescheduling

HIPAA Compliant

SMS Messaging

Progress Tracking

Client Database

Confirmation/Reminders

SMS Reminders

Approval Process Control

Patient Intake

Recurring Appointments

Call Reminders

No-Show Tracking

Registration Management

2-Way Messaging

Recall Tracking

Payment Reminders

What's included in the Solutionreach platform: 

Two-way texting, HIPAA-consent, automated reminders, automated recall, appointment confirmation, quick message templates, message flagging, marketing campaigns, waitlist, customization, group messages, missed appointment messages, patient loyalty surveys, reports and analytics, robust patient newsletter template library, patient referrals, team chat, birthday messages.

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