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

37 Reviews of PipelineDeals

Showing 1-20 of 37

 

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

PipelineDeals CRM is great!

Ease-of-use

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Value for Money

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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.

 
 

from Canon
Specialty: Transportation
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Pipeline deals allowed me to become more organized with tracking deals

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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.

 
 

from Hampton Inn and Suites
Specialty: Hospitality / Travel
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

General Manger

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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.

 
 

from Hampton Inn & Suites Salem
Specialty: Hospitality / Travel
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

A CRM that is Easy to Use

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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.

 
 

from Aarcher
Specialty: Other
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

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

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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.

 
 

from MobStac
Specialty: Software / IT
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

The simplicity of Excel sheet packed with a powerful CRM

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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!

 
 

from Lousch Creations LLC
Specialty: Other services
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Excellent tool for pipeline tracking and development - recommended!!

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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.

 
 

from PayrollHero.sg
Specialty: Software / IT
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Love it! Solid platform.

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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.

 
 

from Solar
Specialty: Construction
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Sun X Solar - Pipeline - MUST HAVE

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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.

 
 

from Kenseal Construction Products
Specialty: Construction
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

A pipeline with options

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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.

 
 

from Asterion
Specialty: Manufacturing
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

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

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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.

 
 

from Rankin McKenzie
Specialty: Consulting
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Using for four years, recommend often

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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

 
 

from Enchanting Travels Inc
Specialty: Consulting
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Worlds best CRM, which has coolest API extensions

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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.

 
 

from Steelgate
Specialty: Manufacturing
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Basic user, startup company

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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.

 
 

from Afycon Technologies
Specialty: Software / IT
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Amazing CRM for sales people!

Ease-of-use

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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.

 
 

from Aarcher, Inc.
Specialty: Engineering
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Pipeline Deals works for us

Ease-of-use

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Product Quality

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Likes Best

The customer service at Pipeline Deals is wonderful. Even if there was a troubleshooting tutorial to watch, they have been happy to help and walk me through any issue I have had thus far. We have had no problems with billing, adding users, and editing user access.

Likes Least

I did not like the way contacts and companies upload separately. While the uploads were easy, it was a bit clunky if the company is not imported first.

Recommendations

I would recommend Pipeline Deals to any small business. The functionality is just what we needed for a started sales position.

 
 

from CBC National Bank
Specialty: Mortgage
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

I've been using PipelineDeals for a little over a year.

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Likes Best

The best feature of this product for my team is the ease of use within the collective group. I can upload documents to which my processors will have access to without needing to send me one off emails. We can update each other on tasks due, file status updates and milestones as well.

Likes Least

The only negative to this product is the lack of ability to upload more than one document at a time. There are typically twenty or more documents that we need to upload for a file. Because we have to upload each document individually it does take a bit more time to complete that task and move on.

Recommendations

Being objective is important. This software more than meets our needs but there are items that can be improved. The software will only get better with an objective overview of it's strengths and weaknesses.

 
 

from Team Business
Specialty: Education
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

PipelineDeals is great!

Ease-of-use

Functionality

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Likes Best

I have been with PipelineDeals for years. I love the simplicity of their tool, the user interface, their customer service and the company! I would highly, highly recommend the tool.

Likes Least

I don't have anything about the tool that I don't like.

Recommendations

PipelineDeals has taken the most important elements of a salesforce automation tool and integrated it into their tool and left out the complexity. It's very well thought out and useful. It truly is a tool and not a chore to use.

 
 

from Angular (Formerly Virante, Inc.)
Specialty: Consulting
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Has been fantastic for our small sales team!

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Likes Best

The product is easily configured and it didn't take a lot of resources before we were able to start using it and getting value.
The support team at Pipeline deals is very easy to work with.

There are great features for email tracking, bulk sending, etc. I can quickly visualize sales throughout the funnel and narrow it down by sales team member.

Likes Least

There is not an option to view historical goals, so I can't go back and see where the sales team ended in January. The goals disappear at the end of the month, and you have to set new ones, so you can't do recurring goals.

There is not a way to "filter out" internal email addresses from creating contacts that create tasks for follow-up. So if I cc a coworker, suddenly they are in the system with tasks and due dates assigned.

Recommendations

Don't make the sales CRM process more difficult than what it is. Pipeline Deals is very simple and straightforward, and for the money, is a fantastic value!

 
 

from Aarki
Specialty: Advertising
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Easy to Use and resourceful

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Likes Best

The user interface is easy to navigate and the filtering ability is what we need to kickstart the deal. The color is not too sharp nor distracting. It is a great place to log all client messages so at a later time we can come back and review them anytime we want.

Likes Least

Sometimes it would be nice to have a feature to group specific people, they could be in the same team. It would be great to be able to compare teams' performance to make people more excited about what they are doing. It will also be nice if we can manually input the deal's percentage on our own. Sometimes a slightly more user friendly user interface would be nice as well.

Recommendations

Keeping track of all our email threads, also seeing the team's progress on specific deals. The ability to add how much potential revenue we can get from the deal is a wonderful feature to have. This solves the headache for businesses they were having difficult times in keeping track of what employees are doing.

 
 
 
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