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

109 Reviews of PipelineDeals

 

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Software Advice Reviews (38)
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Showing 1-20 of 38

Desirae from ClientsFirst Consulting
Specialty: Agriculture
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

PipelineDeals

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

If you are looking for a simple lead tracking system, this may be a nice product for you. However, if you want to do more than track leads and start really generating proposals, products and services, you may need a more robust system. Worth a look and worth talking to the sales folks.

Pros

What I liked most about this product is its simplicity and ease of use. It allows for multiple projects under one client and still allows various sales people to work with the same client. You can track the sales by the sales rep. The layout is easy to use and the app has a manual call tracking piece.

Cons

What I liked least about this product is its simplicity. It's a double edged sword in this case. It lacks the ability to generate proposals. You will need an external system to create the proposals and upload them to the client. This could be a deal breaker for some.

 
 

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.

 
 

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.

 
 

Casey from Aarcher, Inc.
Specialty: Engineering

June 2015

June 2015

Pipeline Deals works for us

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Allen from CBC National Bank
Specialty: Mortgage

May 2015

May 2015

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

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

 
 

Lara from Team Business
Specialty: Education

May 2015

May 2015

PipelineDeals is great!

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 
 
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Showing 1-20 of 71

Ryan from RAD Furniture
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Intuitive platform that works well for project management, in addition to sales

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

project management that interfaces seamlessly with our sales contacts/efforts

Pros

Love the graphical interface, and the customizability is awesome. We use the software for BOTH our production scheduling, and our sales efforts!

Source: Capterra
 

Raghav from EXON Solutions
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

PipelineDeals review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The user interface is simple and easy to use. I have worked on multiple CRMs but Pipeline Deals is easy to use, simple navigation for user and extreme well planned features.

Source: Capterra
 

Branon from First-Line Fire Extinguisher Co.
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Easy to use system that makes sense.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It is a very simple system to operate and learn. It does the job very well with organizing all your information and it can be customized to the way you do things.

Cons

The app feels like it could be improved and I wish it would be formatted when I go from my phone over to my Ipad. I've personally had a lot of issues with receiving my email through Pipeline Deals. But sending emails is great since you can track when and how often the prospect opens it.

Source: Capterra
 

Mike from BOST Benefits
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

PD has helped me be more efficient and organized and I can't imagine working without it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

the interface is so simple and navigation is a breeze. the ease with which I can move from account to account and cross populate fields is fantastic.

Cons

I wish I had more time to explore all of the features I haven't even discovered. I know there is a lot more there.

Source: Capterra
 

kah yong from tuition hero
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Perfect for us

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

without this software, we have no better way to manage communication with customers, we are dealing with hundreds of new and old customers everyday, and we only need 2 or 3 employees to do that. everything is recorded in the deals and we know what is going on (without relying on our memories). Communication between team members is fanstasic, we dont even have to work side by side to communicate.

Pros

Nice and simple design, easy to use, lots of useful function, easy to customize, great support. what else? almost perfect, our team rely heavily on this software everyday to deal with hundreds of clients and so far it has never disappoint us

Cons

not too sure.. maybe cannot 100% customise the function. but this is not an in-house built CRM and so far it works perfectly for me and i believe it will do for many small medium business.

Source: Capterra
 

Dale from Calvert Home Mortgage
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

My team and I really enjoy using Pipeline Deals. It is easy to use and flexible!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like the flexibility and customization of the software - our ability to be nimble and implement feature that benefit my sales team quickly, and even in real time is impressive, and it supports the team wonderfully! We are better able to deliver on our service commitment and meet our goals as a result!

Cons

There are still some features we'd love implemented, such as the ability to set a default choice in a custom field - but we know that their developers are open minded to include our suggestions.

Source: Capterra
 

Amy from Aerolase

September 2017

September 2017

It's way better and easier to use than Salesforce.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It's very intuitive. You don't have to take a day long training course to learn it. You can customize it to your specific needs. And the support is fast and helpful.

Cons

There are things I don't use but it's easy enough to modify. I just need to take the time to customize it to my needs.

Source: Capterra
 

Camerin from RNR Tire Express
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

September 2017

September 2017

PipelineDeals has become the standard for RNR Tire Express

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The software allows RNR to organize all incoming leads and track sales more efficiently!

Pros

EVERYTHING! Customer support is second to none and the software is extremely easy to use, while also being robust!

Cons

What's not to love!? PipelineDeals is easily the best CRM out there! The customer support team listens and takes action to correct any concerns that arise.

Source: Capterra
 

Hayley from Selling Made Easier Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

changed my business instantly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
Value for Money
Value
Support

using staff to help me and it controlled the communication and outsorucing some of my sales
it has helped to profile my clients and give thought to it
it has also helped redefine my sales process

Pros

it is ease of use and how you navigate and do not need training - it is really intuitive and well designed. it is perfect and written simply
would like to run 2 pipelines parallel for 2 product areas that have different sales processes

Source: Capterra
 

Guillaume from ZIQY

July 2017

July 2017

Best CRM I 've ever used

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Pros

Intuitive interface which is easy to begin with. Great tool for following customers informations. Maybe you should try to create a new feature in your CRM : Customer Purchasing Cycle like Foxclose.

Cons

synchronisation of email from gmail is not stable which is very disturbing . Please help me on this.

Source: Capterra
 

Amanda from Clinical Research of South Florida
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

great experience with Pipeline deals

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The customer support is superb! They are very responsive and helpful. Also, the layout of the software is easy to navigate and makes my job much easier.

Source: Capterra
 

Charles from Shindig

June 2017

June 2017

The customer support from Liz made all the difference

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It seems fairly intuitive to figure out the basics of the site (e.g. filtering, customizing results) without having to take a tutorial.

But the best part of the platform is the level of quality customer support that Liz Falvo has provided. Not only has been responsive, but she has also provided candid advice even if it meant more work for her. She is a real asset to the Pipeline business and I hope it is something that the company is aware of.

Cons

- The report email delivery times are unpredictable
- The online report view caps at 50,000
- Connect, the email marketing feature, is limited in volume and customizability

Source: Capterra
 

Eric from Academy Mortgage
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

We are happy with the overall program and it meets all needs for managing our business database.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It is a great management tool for our team as a whole and to manage our database. Customer relations is key to our success and it helps us stay on top of it so nothing falls through the cracks.

Pros

Scheduling and tracking is easy; communication with other team members is good; ease of note taking; we've been able to follow up with prospects more effectively.

Cons

We would like to use more color coding or schemes for our customer profile pages and the calendar. With several people on our team it would help with visual organization.

Source: Capterra
 

David from My Personal Language Tutor
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Pipeline Deals is ideal for small business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have used Pipeline Deals daily for 2 years. We handle my software sales leads, our language company, my wife's seamstress business, and our Airbnb rentals on this platform. Easy to use, not too complicated. Just the right mix of features and simplicity. Customer support is instant, competent, and friendly.

Pros

not too complicated - some CRM system have lots of extra unnecessary features

Cons

historical search through contact narrative is not perfect, for instance, if I forget a person, but I met her in Cincinnati, I can't scan my whole portfolio for "Cincinnati"

Advice to Others

I think this is for small business - it does not have the integrations of Salesforce

Source: Capterra
 

susan from Green Living
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Pipeline Produces

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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I have used other crm's and was hesitant about starting Pipeline. I am pleasantly surprised. I like it and its user friendly.

Source: Capterra
 

Brian from Nolan Summit Services, Inc.

March 2017

March 2017

PipelineDeals is our recommended CRM solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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We coach over 100 contractors Nationwide. We recommend PipleineDeals for our clients because of the ease of use, value and customer service

Source: Capterra
 

Joe from Spectrum Painting and Paper hanging
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

PipelineDeals is top noch

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

PipelineDeals has helped me stay extremely organized . From the moment I started using it I feel my close rate has increased. It's easy to use, the support is always there if you have a question and it is great for tracking your goals. I would recommend it to anyone in sales.

Pros

Easy to use, keeps me on track, great support

Source: Capterra
 

Anna from Capital Marketing and Research

March 2017

March 2017

Great service, thank you!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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PipelineDeals has really made a difference in my business. Now that I know all the functionalities, I can track my business and be able to easily receive notifications on deals that I am shared with. This program helps me to stay organized an on top of things.

Source: Capterra
 

David from Umnitech, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Excellent Easy Contact Management Service

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
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Functionality
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Quality
Support

This is easy to use, intuitive, and I have my whole life set up on Pipeline Deals, including our 3 businesses

Pros

Easy to use - not complicated with excessive features

Source: Capterra
 

Claire from Fluent Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

It does exactly what we need it to, brilliant system!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

We all love Pipeline Deals here at Fluent Headquarters. It does exactly what we need it to. Great, customisable dashboard to keep track of all our Deals and excellent email management integration to make sure all external emails we are sending and receiving stay tracked within Pipeline Deals. It's simple to use and doesn't over complicate something that shouldn't be complicated!

Pros

Great customisable Dashboard. Easy external email management. Task management is so simple. Love the custom fields!

Cons

If I had to be picky I would say it would be good to have more custom fields we currently only have 20 on our plan but we could just upgrade to premium so there aren't any cons really!

Advice to Others

If you are looking for a piece of software to manage your contacts and keep track of account management tasks then I would highly recommend this product. Simplicity at it's finest!

Source: Capterra
 
 
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