Its not Salesforce, but it also won't bankrupt your small business

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. Highly recommended.

Pros

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.

Cons

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.

Pipeline for Commercial construction customer followup, relationship building, and new Clients

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.

Pros

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.

Cons

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.

Amazing platform for campaign/project and data management

I absolutely love working on Pipeline.

Pros

Pipeline is super easy to use and integrate with other software. It allows efficient management of campaigns/projects and even links emails for the related campaign to the project. Keeps all information usable and easy to access. Love it.

Cons

There were some issues with real life updates in the comments, but after reaching out to customer service, they fixed it up for us. Other than that, there doesn't seem to be much more I would want from Pipeline.

A total scam, stay away!

Totally unpleasant, losing time and money in the process.

Pros

Nothing! They sell you things that they can't make true.

Cons

A total scam, after purchase they block you on social media and you can't connect on their plateform. Always getting error 504 when trying to login. Stay away from this! Totally not worth the money and trouble.

Excellent CRM for sales teams

We love it. The API is very robust so anything that can’t be done in the app can be coded to integrate and work for our own custom reports and integrations. We were one of the earliest customers and have been using it for 8 or 9 years very actively.

Pros

Very flexible custom list reports Unlimited field customization for records Easily manage a small team of reps Very easy to get started using especially if you have not had a strong CRM in your company before

Cons

The morning coffee report lacks data that would be useful for actionable items. Wish it could be personalized and customized to show the data I want each morning. Can’t easily see a company’s “last activity” in a report if said activity was not directly on the record (example on a person or deal attached to the company... in company list views it would show incorrect “last activity”) Permission controls would be great to be more flexible (its all or nothing per user)