PipelineDeals Software


 

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.

 

PipelineDeals - Pipeline dashboard
 
  • PipelineDeals - Pipeline dashboard
    Pipeline dashboard
  • PipelineDeals - Deals
    Deals
  • PipelineDeals - Deal details
    Deal details
  • PipelineDeals - Companies
    Companies
  • PipelineDeals - Tracking
    Tracking
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8

100 Reviews of PipelineDeals

 

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Software Advice Reviews (41)
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Showing 1-20 of 41

Ameleah from Gst Stairs
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Project Pipelines got better view

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Using PipelineDeals CRM, our project pipeline has got much better. Our sales efforts and the process defined by PipelineDeals got a number of good projects to us! This CRM helps us in a great way!

Advice to Others

Good to manage with your sales team as it helps to bring new projects.

 
 

Nicole from ITHACA
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Deals are closed sooner with PipelineDeals

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Our sales guys told that they have been able to close deals sooner after using PipelineDeals. It helped them a lot to manage a lead in the proper timeline and hence they were able to close deals better. It provides good reporting options.

Pros

Good system which helps out to improve deals closure rate.

Cons

It should be integrated with Trello project management system for managing projects with the Leads.

Advice to Others

Managing leads are easier using PipelineDeals.

 
 

Jessica from Benchmark Painting & Carpentry Inc
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Pipeline Deals for Project Management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We used this program for two years with our sales staff of 11 sales employees. For the price it is a good CRM, it allows for multiple projects under one client while also allowing for different sales reps to work with the same client, tracking sales by Rep. The layout is intuitive and features manual call tracking.

Pros

The sort lists for exporting leads and sales reporting are easily customizable and allow for complex analysis.

Cons

There is a lack of internal proposal generation. We moved away from Pipeline to work with a program that incorporates all aspects of automated client interaction tracking with the proposal generation software included. With the pipeline, we used an external word doc for quoting and uploaded it to each client's contact. I much prefer a system that captures all areas of the estimation process within one program.

Advice to Others

We moved away from Pipeline to work with a program that incorporates all aspects of automated client interaction tracking with the proposal generation software included. With Pipeline, we used an external word doc for quoting our clients and then uploaded it to each client's contact. I much prefer a system that captures all areas of the estimation process within one program.

 
 

Steve from IT Hands Inc.
Specialty: Pharmaceuticals
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Helps with managing sales pipeline

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

This application helps with managing the sales pipeline. Sales records can be created in the pipeline and move to various stages as needed. Helps with managing the latest activities with the customers. Admin can see statistics of users easily.

Advice to Others

Good CRM to use to manage your sales pipelines.

 
 

Neha from Themis Medicare
Specialty: Pharmaceuticals
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Sales got better using Pipeline deals

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pipeline deals CRM helps to manage the prospects in an organized way. Prospects management is not an easy job but this CRM keeps us accountable and defines what to do next. It has got our sales improved.

Advice to Others

Good CMS for the sales people. Helps with management of your prospects and contracts.

 
 

Nadine from Legacy Family of Companies
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2016

October 2016

PipelineDeals CRM is great!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I tried a few CRM softwares and I must say that I was impressed with PipelineDeals right away. I researched this on my own in hopes to sell to management for the new role that was created for our company. There was no software for my use and Excel spreadsheets just were not working for me!

My rep that I had a conference call to go through the products was very knowledgeable. I also was given the demo that we went through to sell this product to my managment. I really like the ease of use and the fields I can easily customize to my needs with my company. Very good value per user as well. I highly recommend this product.

 
 

Kami from Canon
Specialty: Transportation

September 2016

September 2016

Pipeline deals allowed me to become more organized with tracking deals

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

This product allowed me to store my sales pipeline in one place. Pipeline deals is very user friendly. I was able to track and record my progression in wins and loses. It made reporting so easy. I like that I didn't lose any client information like I used to do prior to using this program. It allows you to store all information in one place and it updates in real time. I started making more money on deals when I started using this program because it kept me organized with my appointments. It really streamlined my sales process. The customer service is excellent as well. The agents were always so nice and helpful and it was always a smooth process when I had a question about how a new feature worked.

Likes Least

I really never came across anything I didn't like about pipeline deals.

Recommendations

I love that pipeline deals basically brought my sales pipeline to real life. I was able to updated my client files and deals in real time. All I carried with me was my laptop because of this tool I was able to become more organized and eliminate the old way I was doing things.

 
 

Terra from Hampton Inn and Suites
Specialty: Hospitality / Travel

December 2015

December 2015

General Manger

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

I like that it is a great tracker for everything that I need to know and do

Likes Least

it can be time consuming and sometimes a little difficult keep up with.

Recommendations

You need to be able to keep the information as current as possible.

 
 

Toby from Hampton Inn & Suites Salem
Specialty: Hospitality / Travel

December 2015

December 2015

A CRM that is Easy to Use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

We have received excellent support when we have needed the assistance. Adequate training options for the product. I like the ability to customize the CRM to fit our needs.

Likes Least

I am still learning the product. I am not sure it as Robust as some of the previous CRM's that I have utilized in the past.

Recommendations

I would recommend utilizing a trial --it is important to make sure you can customize it to fit your needs.

 
 

Matt from Aarcher
Specialty: Other

June 2015

June 2015

Used this product for a few months, fits all of my needs so far

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Easy to use. Easy to find what you are looking for.

Likes Least

No complaints yet. Fits all of my needs and I would recommend to anyone looking for a CRM to consider using.

Recommendations

Watch tutorials first. They really helped me understand how to use everything.

 
 

Lakshmi from MobStac
Specialty: Software / IT

June 2015

June 2015

The simplicity of Excel sheet packed with a powerful CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Fantastic support, agility of the product. Does not have the complexities of complicated CRMs, available in the market today.

Likes Least

Its a great CRM to start with, but I have not used the product in a while, since our team has grown and is based out of multiple countries.

Recommendations

If you are just started off with Marketing automation and evaluating a CRM, think no more, Pipelinedeals is the best CRM to start with!

 
 

Shaya from Lousch Creations LLC
Specialty: Other services

June 2015

June 2015

Excellent tool for pipeline tracking and development - recommended!!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Overall ease of use and the customizability were the biggest selling points.

Likes Least

When we first started using the tool, there was a bit of a learning curve, but it has since improved.

Recommendations

Make sure you watch all the videos and read through all the docs so you get a full picture of how each of the components integrate and influence each other.

 
 

Steve from PayrollHero.sg
Specialty: Software / IT

June 2015

June 2015

Love it! Solid platform.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It is a streamlined tool that is not to be, not to small - just perfect for our needs. The integration to Zapier and MailChimp come in handy as does the reporting functionality.

Likes Least

The iOS app needs a little work, but does the job.

Recommendations

Give PipelineDeals a try, you won't be disappointed.

 
 

JC from Solar
Specialty: Construction

June 2015

June 2015

Sun X Solar - Pipeline - MUST HAVE

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

There is a lot things i like best about pipeline but overall; It's keeps me extremely organized. I never miss out on opportunities. Nobody slips thru cracks anymore. I can monitor my entire staff as well as all my clients & customers.

Likes Least

I can only send one attachment in the email function. I contacted customer support and they responded rapidly and said they were already working on it. So even though it was not available, they were already on top of it!

Recommendations

Just test it, it's very user friendly. Everyone of my staff likes it a lot.

 
 

Scott from Kenseal Construction Products
Specialty: Construction

June 2015

June 2015

A pipeline with options

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

many ways to view the data you need to pull from it

Likes Least

slow at times, though that could be due to the speed of the business network I generally use to sign in.

Recommendations

They should definitely try out pipelinedeals. Consider the various ways you can view the customer information and notes.

 
 

Matt from Asterion
Specialty: Manufacturing

June 2015

June 2015

We have been a satisfied user for the past 2+ years

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

This is a simple product we have been able to customize with the help of solid live support

Likes Least

It would have been helpful if the company was more familiar with our industry. The product is really not designed for use in Manufacturing

Recommendations

Buy a piece of software complex enough to give you what you want but not so complex salespeople will avoid it. Pipeline deals meets this requirement.

 
 

Beth from Rankin McKenzie
Specialty: Consulting

June 2015

June 2015

Using for four years, recommend often

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Usability, customer support, interface. Ease of use, no training needed, can just jump in and use

Likes Least

That I can't automatically sync outlook contacts without syncing calendar

Recommendations

Give ability to Sync specific pieces of outlook . Make iPad app and mobile more like web version

 
 

Sreekandh from Enchanting Travels Inc
Specialty: Consulting

June 2015

June 2015

Worlds best CRM, which has coolest API extensions

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Its a great CRM software with a stable engineering foundation. There is no jazzy features but you can easily extend using their cool API. Their customer success team is awesome, in facts its world class. ( I work with more than dozen of software vendors, PLD support is perhaps the best i have received so far )

Likes Least

Pretty much nothing to mention here. What ever they do is well thought thru and keeping customers in mind.

Recommendations

Don't expect everything to be available out of the box. But look for a good base software with API's which you can use to extend the product.

 
 

Tom from Steelgate
Specialty: Manufacturing

June 2015

June 2015

Basic user, startup company

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Great product to quickly get your CRM up and running.

Likes Least

Pricing is quite good, but a longer free trial might be nice.

Recommendations

Give is your full attention to start. It's important to try all features quickly with real, live data so you can make a quick assessment.

 
 

Deepak from Afycon Technologies
Specialty: Software / IT

June 2015

June 2015

Amazing CRM for sales people!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It's user friendly interface. amazing speed, automate lots of task.

Likes Least

Call feature not included like close.io
No extension for extra features.

Recommendations

Go for a CRM which automate your sales process.
Cost per month per user.

 
 
 
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