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

139 Reviews of PipelineDeals

 

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Software Advice Reviews (52)
More Reviews (87)

Showing 1-20 of 52

Justin from Standard Mortgage
Specialty: Mortgage
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Cheap and Effective - need this in your pipeline

Ease-of-use

Functionality

Product Quality

Customer 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

Review Source
 
 

Kelly from IdealUser
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

The deals helps managing prospects

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Jeremy from gst stairs
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Increased sale by using PipeLineDeals

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Jeff from Google Search Tips
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Statistics helps reviewing Sales

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Suraj from ITG
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Helps to manage Prospects and Clients

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Vicky from IdealUser
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Helps managing the sales deals

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Hina from Information Technology and Services
Specialty: Media
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Helps managing sales queries and job offers

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Stan from CIH
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

PipelineDeals helps closing deals

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Great CRM tool to help managing deals and closing new projects.

Pros

PipelineDeals helps closing the deals. The main fact behind closing a deal is how effectively you can reach out to your prospects. Using PipelineDeals, you know your activities and understand when to reach a prospect to followup. It has helped us closing the deals.

Cons

The integration with Google calendar can be managed using PipelineDeals. It will helps us reviewing our activities right from google calendar.

Review Source
 
 

Steve from ITH
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Managing client deals got easier

Ease-of-use

Functionality

Product Quality

Customer Support

Pipeline Deals helps us keeping client deals in a separate pipeline which helps to manage and track deals easily.

Pros

Pipeline Deals keeps us accountable to manage deals with clients. We can easily know what is the next step to perform with a client after looking in the Pipeline Deals CRM account.

Cons

The look and feel are ok but can be improved to provide a WOW experience. In terms of functionality, I do not see any issue.

Review Source
 
 

Alan from Ftech int.
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Deals closing rate improved with Pipeline Deals

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

Using Pipelines Deals, its easy to mange prospects and hence close the deals. It helps us staying on track with any Deal and we can manage activities easily.

Cons

It will be great to integrate it with Apple email. It works with Google but I need to manage it with Apple emails and calendars.

Review Source
 
 

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.

 
 

Matt from WebWorld
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Project pipelines guides our sales team with the updated information

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pipeline deals helps sales people to define the right pipelines with updated information. Project deals can be moved to various pipeline stages and deals shows the amount for each stage (Based upon the deals in that stage).

Pros

The statistics provides a lot of value to this tool. Reports can be filtered for the users and the pipelines. Data can be exported easily.

Advice to Others

Pipeline deals is a great tool to help sales people.

 
 

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.

Pros

Visual charts helps understanding the data reports. It can also export data with contact information.

Advice to Others

Good CRM to use to manage your sales pipelines.

 
 

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.

 
 

Austin from IdealU
Specialty: Software / IT

September 2016

September 2016

Deals status can be managed!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

With Pipeline Deals, managing the status of deals is simple. Deals can be managed with appropriate pipelines and can be attached with specific contacts. The CRM helps great with reporting and has rally nice interface to deal with.

Likes Least

I would like to have custom pipelines and stages within that to manage the deals is better way. It will help me define the exact status for a deal/prospect.

Recommendations

Good CRM to use. Deal management is easy, contact information can be synced with the deals. Reports can be generated based upon deals status.

 
 

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.

 
 
 
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Showing 1-20 of 87

Brittany from EJK Plastics Inc
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Best tracking CRM for large sales teams

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

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.

Review Source: Capterra
 

Martin from Certa ProPainters of Central Bucks
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

March 2018

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

Product Quality

Customer Support

Value for Money

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

Review Source: Capterra
 

Alex from Prime Water Systems Inc.

February 2018

February 2018

Simple yet effective

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

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.

Review Source: Capterra
 

Jordan from Rebox Corp.
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Basic and Cost Efficient CRM

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 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.

Review Source: Capterra
 

Howard from ProfitsUSA.com
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Have used the product for 7 years and I think it's the best CRM out there by far

Ease-of-use

Functionality

Product Quality

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Value for Money

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AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they click on an embedded hyperlink be at a YouTube video a PDF whichever you know in real time. There's built-in redundancy and overlap here which is actually quite useful. As splash screen is generated in real time when that activity takes place. In addition there's a icon with a chronological indication of who clicked on what and thirdly you can go into the deal profile and see everything that they put down whenever you choose. The integration with Google for work is tight and very well done. There's an icon that goes into Chrome that allows you to click on it and when someone has connected with you on LinkedIn it auto-populates your pipelinedeals with their contact information saving you a lot of copy and paste activity from LinkedIn. When are various team members have to look at or touch her file we know who has done what when in a way that's very intuitive. The software learning curve is trivial for new people coming on board. The tech support is American based and primarily young ladies with nice voices. If you have a problem they actually give no attention at solving your problem. I can go on and on but the best sale is using the product for free for 2 weeks on a trial version. I have used the software for 7 years and it's my favorite software it's made me a lot of money.

Pros

Amazing email and Link tracking on outbound emails. Best support in the industry. They understand the sales process adult the software package around that.

Cons

The Android cell version is not as robust as I would like but frankly I never use it anyways since the cell phone has two little real estate to be a value

Review Source: Capterra
 

Greg from ProfitsUSA.com

November 2017

November 2017

Couldn't ask for more, period.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Support

Saves me time, saves me money, makes me money.

Pros

It complicates my life and makes me far more effective and efficient. Time is money, and this saves me, and makes me, a lot of it!

Review Source: Capterra
 


November 2017

November 2017

Intuitive CRM Software made training sales reps very easy.

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

We were able to track our contract sales reps progress towards goals, send intentional email campaigns and house all of our prospect information in one place.

Pros

The software is easy to use and navigate. Able to customize to make the program work for you. Email campaign functionality is very useful. Workflow automations help the sales process run itself.
The company is still learning and are adding new functionality on a frequent basis.

Cons

Difficult to get the filtering to do everything you want. Formatting the email campaigns can be a challenge; all images need to be hosted on another server.

Review Source: Capterra
 


October 2017

October 2017

Configurable solution for small businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

The price allows for executive-level buy in and configurability allows for ease of use. The included customer support is also a plus.

Cons

There could be stronger automation for entering new companies. There are also some features like decision tree selections that would make the solution more user friendly.

Review Source: Capterra
 

Gina from Marknet Group
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Great usability and support. Has most needed features.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
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Quality
Value for Money
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Pros

Easy to use. Quickly helped me organize my contacts, deals, and ways to keep track of my customer and sales communications.

Cons

I wish it had additional integrations with 3rd party software. Pipelinedeals is planning on adding more integrations.

Review Source: Capterra
 

Kim from Edible Houston
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Great program that has helped us be more effective and efficient.

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

Helped us be more efficient.

Pros

Ease of use and integration. You can quickly and easily jump from deals to company to send an email.

Cons

The one thing that I don't like is that if you want to view more on one email, it expands the entire communication so you have to scroll to get to the people associated with the company.

Review Source: Capterra
 

Aaron from Dajcor Aluminum Ltd.

October 2017

October 2017

We converted to this software from a very basic sales funnel list created in microsoft excel.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Very interactive. Customizable. Custom fields are easily created and can be tailored to the users specific needs.

Cons

Sometimes confusing and too much going. A basic model or simple form may be better for some users to navigate

Review Source: Capterra
 

Charles from International Schools Partnership

September 2017

September 2017

very easy to get up and running with an international team

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Pros

ease of use - we have a team across three continents
per user pricing - bring on and drop off people and the price changes
It works - it has never failed

Cons

Still quite basic but it does all we want it to do and if necessary we can do stuff in excel via export and links

Review Source: Capterra
 

Demetri from Walker & Chambers

September 2017

September 2017

My experience with Pipelinedeals have been outstanding. The customer service is simply excellent.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I really like the fact that it allows you to grow with your development as you learn more about what you are looking for and what you are trying to track .

Cons

I wish that it enabled better tractability of text messages, Facebook postings, LinkedIn postings (and messages) similar to its tractability of e-mails.

Review Source: Capterra
 

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
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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!

Review 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.

Review 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
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Functionality
Product Quality
Quality
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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.

Review 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
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Functionality
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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.

Review 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.

Review 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.

Review Source: Capterra

  Response: PipelineDeals, PipelineDeals

Date: September 2017

September 2017

 

Thanks Dale! Happy you and your team love PipelineDeals!

Best,
PipelineDeals Team

 

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.

Review Source: Capterra

  Response: PipelineDeals, PipelineDeals

Date: September 2017

September 2017

 

Thanks for the awesome review Amy! You Rock!

Best,
PipelineDeals Team

 
 
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