Reports
Reporting in Plecto: a strong Pipedrive alternative
Pipedrive users have a lot to gain from using Plecto reports, including multiple data sources and automatic updates.
Three reasons to report in Plecto over Pipedrive
Unified data from multiple systems
Plecto serves as a centralized data hub, perfect for collating data from multiple sources – including Pipedrive. Use Plecto's 150+ integrations to create in-depth reports that fully reflect your entire sales pipeline.
Advanced KPIs and customization
Create complex KPIs in Plecto to measure exactly what you need to. Use Plecto's huge range of visualization options to make your data come to life. Download scheduled, automatic reports as PowerPoint or Excel files.
Dashboards and contests for motivation
Plecto isn't just for analyzing data; it's intended to encourage positive behavior. Use Plecto's visualization and gamification features to empower your teams through knowledge – and friendly competition too!
Reporting at a glance: Plecto vs. Pipedrive
Want to know more about each platform's reporting features? Check out the table below.
What’s the verdict — Pipedrive or Plecto reports?
Use Pipedrive's native reports if you only need insights into your sales pipeline data and want to keep your costs and software stack minimal.
But use Plecto if you need to visualize real-time data on office displays, motivate teams with gamification, or combine your Pipedrive data with information from other systems for a more holistic view.
Pipedrive 💙 Plecto
“We realized earlier this year we could use Plecto to meet our internal needs. We wanted to become a more data-driven company and meet the needs of a scaling support and sales team. Plecto was the obvious choice.”
Daniel Figueiredo
Sales & Support Analyst
Integrations
All your team's KPIs. All in one place.
Take your CRM, helpdesk, and telephony systems' KPIs and show your team how they're doing in one simple dashboard view in just seconds.
“When I’m away, I don’t have to worry about reporting – Plecto covers that area. I never need to use time on dragging out reports; when you have Plecto, you get everything in one solution.”
Nikolaj Boffy
Nordic Retention Team Manager, Nets
Dedicated resources. No hidden and expensive implementation fees.
Don't worry about difficult data setups and being held back by BI-required abilities. We've got the resources to help you get the most out of your metrics! With Plecto, you enjoy:
Onboarding
Free kickoff call + 2 free hours of onboarding with your Customer Success Manager. Support available via phone, chat, or email when you need it.
Help Center
An extensive range of video tutorials and written guides to help at any time of your customer journey with Plecto.
Plecto Expert Service
Consult our PES team if you want your setup taken to a more technical next level (for additional paid hours)
And in case you're still undecided...here are some of Plecto's extra features.
Real-time KPI dashboards
Get immediate insights for your whole team with live data viz on a stunning interface.
FAQ: Reporting in Plecto vs Pipedrive
Both Plecto and Pipedrive offer real-time updates for managers overseeing reports. But Plecto has the added benefit of live data also being displayed on dashboards for the whole team's benefit. Both options are great, but choosing one depends on your priority: managerial oversight, or team motivation.
Answer: yes! Plecto is designed to be as easy to use as possible. Plecto also provides onboarding, three free hours of Expert Service consultation, a free resource library, and a dedicated CSM to every customer, regardless of their plan tier. So if you’re not technical, never fear.
The long answer? Marketing agencies need both tools – Pipedrive for generating leads and managing your sales pipeline, and Plecto for integrating and visualizing multiple disparate systems with custom KPIs.
When it comes to reports, these are one of Plecto's core strengths. They display these complex KPIs from your integrations with engaging visualizations, and can be downloaded immediately in PDF, PowerPoint, or Excel format. So you can use Pipedrive to obtain essential sales data, and Plecto to configure it with your other systems.
The short answer? Plecto.
Yes! If you have data stored in SQL sources, you can access these with Plecto. You can read more about how to integrate SQL sources in Plecto here.
Plecto’s pricing is pretty straightforward: we charge by the number of tracked users, not by the number of data sources. Our Medium and Large plans both have 10 user licenses included in their base prices. For every extra user, you’ll pay an additional fee.
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