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.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Linux , Web browser (OS agnostic) , Windows 2000 , Windows 8

148 Reviews of PipelineDeals

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  • Chhavi from My own company

    Specialty: Consulting

    Number of employees: 2-10 employees

    September 2018

    Good CRM package

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

    Easy UI
    Sales pipeline view is useful
    Team's always open for feedback on improving the product and they take action. I like that.

    Cons

    Contact management can be hassle. Deleting orgs and team members. Reporting requires some improvement too

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • John Kennedy from Cience

    Specialty: Other

    Number of employees: 201-500 employees

    August 2018

    PipelineDeals to Organize and Mange Your Prospects and Clients!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This is such a useful tool!

    Pros

    It is one-of-a-kind CRM. I am working for a marketing company and this tool has been my best friend for years. It allows us to log deals and interactions with contacts, we categorize them by location, owners, size and more.

    Cons

    It worked perfectly good for our organization. It lags sometimes but it was tolerable. The interface is easy to understand, too.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Joel from Insurance Agency

    Specialty: Insurance

    Number of employees: 2-10 employees

    August 2018

    Easy to customize

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    Just started using this and it has been so easy to customize and adjust to fit my needs. It is so easy to use.

    Cons

    The calendar integration could be a little better. Could use some customization on "system" wording so it can be adjusted to the terminology I use

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Yeni from Autodesk

    July 2018

    PipelineDeals is the only standout CRM I have administered.

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

    Pipeline has assisted my organization to effectively designate our sales approach and follow-up with our most juicy customers. We use the Pipeline Calender feature to properly manage sales calls we need to make ,and everyone on the sales team can now properly track all of our most important projects.
    The entire sales team stays on the same page , as every sales person is able to read notes left by others on every profile page ; ensuring they simply need to continue from where their colleagues stopped and avoid repeating sales milestones already accomplished by others.

    Cons

    I want Pipelinedeals to improve on its search functionality to effectively combine tagline search results.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Josh from Atlanta Dental Center

    July 2018

    Love this software, VERY handy and useful

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Great for getting up and running with leads and sales and a database of info. Super fast to respond to training question, etc. Really like these guys.

    Pros

    This software is very user friendly. You can easily fumble your way through it, and even those who didn't grow up with computers ("pre-millennials"). The functionality is VERY customizable. It is fantastic that the software is cloud based and can be used everywhere, and the customer support is truly an awesome team. I have worked with Pipeline Deals for over 3 years, and I managed an entire team on it. It really is a fantastic sales software and a fantastic company to work with.

    Cons

    The negative is (which is not super negative these days) is the pricing model of a monthly charge per user. This makes is a little challenging for newer companies to afford it. However, I think they have various pricing models today and some that are more affordable. There is nothing free about this software in the world of free "intro" accounts.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Bethany from Small Business Growth Alliance

    June 2018

    Top crm software we've used in credit card processing sales

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This reduces data entry and streamlined our process. Love it

    Pros

    We love the ability to assign territory, accounts and leads to a specific group or individual this eliminates people contacting the same merchant. We are able to know when an account needs follow up, we can properly document the process and paperwork throughout. Nothing falls thru the cracks with this. I love being able to upload excel files quickly. This also allows us to drop market emails to merchants as well.

    Cons

    This is definitely more expensive than similar crm systems but you get what you pay for. If your a small organization might not be for you.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 1 employee

    June 2018

    Great product for small teams

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    This was an awesome tool for my international team of 8. It kept us all organized and helped with transparency and progress of deals. This helped us grow probably more than any other tool. It gave us clarity on where to focus and helped in a lot of the experiments we were running.

    Cons

    There was a little clunkiness in setting up custom fields and I felt a few things could be made more clear. Onboarding could be a bit more simple. I had to repeat it with someone a few times before I got it but once you get it, it's very easy to use.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Jeremy from TangoCode

    June 2018

    Easy to set up and use. Not a TON of flexibility, but enough for most places.

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

    Pipeline deals is very easy to set up and use. This is not one of the can-do-anything, everything-is-custom type CRMs (like SugarCRM or Salesforce) - it's a simple, but very useful tool. Things are intuitive - you base everything off "Deals" and move them through your funnel. You can also prioritize items and of course, keep notes on contacts and deals. If you just need a simple CRM, this is a great tool.

    Cons

    While it's easy to set up the software, there's not a ton you can do to customize. Within the typical funnel framework, Pipeline Deals is great. If you stray too far from that, you will end up with unmanageable work-arounds.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Nathan from cbf

    Specialty: Other services

    Number of employees: 51-200 employees

    May 2018

    Pipeline deals ease

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It is super easy to use and we have been using it for around 6 years at this point. Definitely is not salesforce but you're not paying for salesforce and I don't think we would get that much extra value out of salesforce. They're support is good.

    Pros

    It is great for tracking of deals before closing and through the entire sales process to the close of it.

    Cons

    Is not a true crm for operational business purposes. We use another crm for current clients but that does not come close to what we can get out of pipeline upfront.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Brittany from EJK Plastics Inc

    Number of employees: 11-50 employees

    March 2018

    Best tracking CRM for large sales teams

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Easy to track pipeline progress and team analytics.

    Pros

    This Crm allows cross-reference and title options between sales team prospects, this eliminates team contacting the same deals. it has a very easy excel importing system for contact information as well as a great email tracking system. Also has quick customer service response team.

    Cons

    This can be a costly system for smaller to medium size organizations. Will require an investment monthly or large yearly upfront cost invested for use. if you have less than 5-10 members using this system its probably best to use another system.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Justin from Standard Mortgage

    Specialty: Mortgage

    Number of employees: 2-10 employees

    March 2018

    Cheap and Effective - need this in your pipeline

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

    Saving the actual conversations helps us remember exactly where we left off last.

    Cons

    Having to upgrade for email saving functionality. Would like to have a better text messaging platform as well, but for the cost - it's great

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Martin from Certa ProPainters of Central Bucks

    Number of employees: 501-1,000 employees

    March 2018

    Have used it for several years. Modified it quite a bit to do a lot more than just sales.

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

    Easy to use out of the box. Easy to configure for your needs. Amazing people at customer support.

    Cons

    Don't have ability to build customer's organizational structure hierarchy.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Kelly from IdealUser

    Specialty: Software / IT

    Number of employees: 11-50 employees

    March 2018

    The deals helps managing prospects

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    The pipelineDeals CRM helps us create deals to manage the prospects and their project requirements. It helps creating tasks against a Deal. helps to manage the prospects well.

    Cons

    Interface is user friendly and help us to manage and create project deals. New contacts can be imported via CSV and it integrated with 3rd party tools.

    This review was submitted organically. No incentive was offered
    Review Source
  • Jeremy from gst stairs

    Specialty: Manufacturing

    Number of employees: 11-50 employees

    February 2018

    Increased sale by using PipeLineDeals

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    PipelineDels has helped us increase sales. It let us easily manage prospects and help close the deals. Our sales team is motivated using this CRM.

    Cons

    Pipeline comes with an easy to use mobile application which lets sales team manage deals while driving from their mobile phones.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Jeff from Google Search Tips

    Specialty: Software / IT

    Number of employees: 2-10 employees

    February 2018

    Statistics helps reviewing Sales

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Pipeline Deals provides great visuals. It helps us to see of Sales targets are achieved for a specific month or not. Based on the statistics, the team plan further. Visuals are great within this CRM. Deals can be easily managed and the activities can be created within the deals.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Suraj from ITG

    Specialty: Software / IT

    Number of employees: 11-50 employees

    February 2018

    Helps to manage Prospects and Clients

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    The pipelineDeals CRM helps us manage the prospects and the Clients. I can create new pipeline to categorize a lead or deal.Helps with managing contacts and the organizations within the CRM. The contacts can be attached with the Deals.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Vicky from IdealUser

    Specialty: Software / IT

    Number of employees: 11-50 employees

    February 2018

    Helps managing the sales deals

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    PIpeline Deals helps managing the sales pipeline and the deals within these. Deals can be moved to various pipelines based on their status. Helps with managing the leads easily.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Alex from Prime Water Systems Inc.

    February 2018

    Simple yet effective

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Simple

    Pros

    Ease of use. It services all of my needs as a small start up company. There are an abundance of features I haven't used yet. I researched and found this to be the most effective and least costly.

    Cons

    Not much It services my small amount of needs at this time. When I expand I will need to schedule follow up service calls etc. I haven't checked that capability out yet.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Hina from Information Technology and Services

    Specialty: Media

    Number of employees: 11-50 employees

    February 2018

    Helps managing sales queries and job offers

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    PipelineDeals helps managing the job offers and sales queries. It has nice looking pipelines where we can manage the offers received in various stages. It helps with the daily tasks management and the custom reporting too.

    Cons

    Would be nicer to have graphics associated with the deals in the stages. Helps with managing the stages and the deals within that easily.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Jordan from Rebox Corp.

    Number of employees: 51-200 employees

    November 2017

    Basic and Cost Efficient CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It is a basic CRM. If you want to track sales cycles and activity this is a good economically friendly solution.

    Pros

    Pipeline deals is a very straight forward CRM. It gives you the basic tools to get going. It is a very cost efficient solution for an SMB looking to get going. It was a good tool when we started and needed something.

    Cons

    Not a whole lot of functionality outside of the basics. You get what you pay for. As we got bigger, we wanted more automation out of it.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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