PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals within a singular, cloud-based program.
The system provides both sales engagement and CRM while providing daily pipeline snapshots, real-time deal status updates and 3D charts on a comprehensive sales dashboard.
With PipelineDeals, users gain access to pages that contain all activities, people, documents and events related to a single deal. By providing 12 standard data fields and 225 custom data fields, users are able to save as many details as they prefer.
The system also sends trackable emails, so users always know when someone opens a message, downloads an attachment, or clicks a link. Sales associates can import existing data in bulk from other CRMs or spreadsheets while PipelineDeals scans for redundant data.
Pipeline Deals is used by 17,000 salespeople and is accessible from a laptop, desktop, or any connected mobile device.
Michael F. Especialidade: Serviços meio ambientais Número de funcionários: 11-50 funcionários
Overall, this was the solution my company needed. We had used Salesforce long before I was on staff, and it was too costly to keep using. When I was onboarded there was no CRM being used, and that had to change. Pipeline Deals gave us all the functionality we needed at a much much lower cost and barrier to entry.
This is a very powerful CRM solution. As I was looking for solutions I came across quite a few that were reviewed by many sites. Pipeline Deals consistently was in the top tier of CRMs for SMB companies.
I watched a few online demos and reviews before reaching out to their team. I was quickly assigned a representative that walked my team through a live demo and set us up with a POC trial. After our trial ended we signed up and were off. Setting up Pipeline Deals was quite easy, as the software can conform to your needs. Almost all fields are fully customizable, however this did take some getting used to, to see how changes were reflected as a whole in pipeline view.
Overall, great product for a lot less than what Salesforce, Salesloft of Hubspot might run you.
As a smaller company some of the integrations that other CRMs have were either missing or lacking. However, Pipeline Deals is getting better about innovation. One of my favorite shortcuts they rolled out was a LinkedIn plugin, this allowed for you to connect with somebody on linkedIn and in one click import them into your CRM. However, many times it would populate the fields with incorrect info or just generic info like where their company was headquartered instead of where that employee was actually located.
Additionally, at times the APIs for some of these newer services would change, and then the features would not work.
Gary D. Especialidade: Construção Número de funcionários: 51-200 funcionários
Before we used Pipeline Deals we were using paper and pen to keep track of our client relationships. These notes were easily lost in the shuffle and we had no hard reminders for us to follow up with our clients. Now we are able to keep our office focused on the needs of our clients and to pursue new business.
The ease of integrating pipeline into our daily routine when making calls and following up with our clients. With the preset notation in our activity feed it is just a couple of clicks with the mouse to fill out our notes for that client. The ability to share "Deals" and to follow up when one of us is out of the office on a business trip or vacation. When we are on a trip having the app available on our phone is also a very nice feature. There is peace of mind knowing that the hard work to manage relationships with our customers does not end if an employee is fired or quits working for us.
Pipeline is not ready to sync with our Go Daddy email account, so we continue to push our emails to our home page in Pipeline Deals. Then we have to make sure they are entered into our activity feed for our customers through the home page.
Mark B. Especialidade: Software Número de funcionários: 11-50 funcionários
Their support was good and they keep trying to evolve the product which is good.
It was pretty easy to set up and create custom view reports so we could track sales and onboarding activities. It synced to my email which was great.
We tried to use it for project management tracking for onboarding activities. While it sort of worked for that, the number of notification capabilities had quantity limits on it and it would have been good if notifications could have gone to customers too for each project and not just internal people.
Resposta: PipelineDeals 28/08/2020
Hi Mark, thank you so much for your review and feedback. We take product feedback very seriously and really appreciate it!
Larry S. Especialidade: Serviços financeiros Número de funcionários: 11-50 funcionários
The program is really not completely intuitive. This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program.
It could not be easier to load prospects. We signed up for a library card online. We select the type of businesses we want to pursue. We download spreadsheets of demographic information related to them. We upload those spreadsheets and start calling.
I am certain that there are programs that provide more management tools. We simply are not that sophisticated with our sales efforts. If it is simply volume you seek, this is the right product. If you are looking for less effort and more management, pick again.
Resposta: PipelineDeals 29/04/2020
Hi Larry, thank you for writing a review. We value your feedback.
Avaliador Verificado Especialidade: Serviços jurídicos Número de funcionários: 11-50 funcionários
I use it every day, and it gets the job done. I know the job could get done in a much better way if we migrated to something more powerful, but the thought of upending our entire sales process to new software seems like too much effort for the reward - for now at least.
Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting.
The core functionality of a CRM is pretty basic, it's just a database with a lot of custom variables (fields) associated to each entry. What makes a CRM powerful (or not) in my opinion is the ability for the software to integrate with other software in your business stack. This is the Achilles heel for Pipeline Deals, as the options for integrations are extremely limited.
Resposta: PipelineDeals 07/02/2020
Hi There, thank you for your review. We would love to speak with you about it to learn more. Please feel free to call us at 866-702-7303 or email [email protected]