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

149 Reviews of PipelineDeals

 

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Software Advice Reviews (56)
More Reviews (93)

Showing 1-20 of 56

Chhavi from My own company
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Good CRM package

Ease-of-use

Functionality

Product Quality

Customer 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

Review Source
 
 

John Kennedy from Cience
Specialty: Other
Number of employees: 201-500 employees Employees number: 201-500 employees

August 2018

August 2018

PipelineDeals to Organize and Mange Your Prospects and Clients!

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Joel from Insurance Agency
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Easy to customize

Ease-of-use

Functionality

Product Quality

Customer 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

Review Source
 
 

Nathan from cbf
Specialty: Other services
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

Pipeline deals ease

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

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.

 
 
 
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Showing 1-20 of 93

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

October 2018

October 2018

Pipeline Deals Good Experience

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 are tracking users of a niche software product where we have particular expertise. Pipeline Deals fts us perfectly and we use and share the data every day

Pros

This is a very useful, simple product, and inexpensive. I bought a company last week and over the weekend set up all the CRM and ready for their user conference next week. My Virtual PA in Macedonia got the hang of Pipeline Deals in a morning.
We are not interested in exotic features or integration with other software - just people, companies, tasks, calendar - perfect for us!!

Cons

I had to watch the email video twice to get my email coordinated - and Pipeline Deals online chat got me going quickly

Review Source: Capterra
 

Yeni from Autodesk

July 2018

July 2018

PipelineDeals is the only standout CRM I have administered.

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

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.

Review Source: Capterra
 

Josh from Atlanta Dental Center

July 2018

July 2018

Love this software, VERY handy and useful

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

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.

Review Source: Capterra
 

Bethany from Small Business Growth Alliance

June 2018

June 2018

Top crm software we've used in credit card processing 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

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.

Review Source: Capterra
 


June 2018

June 2018

Great product for small teams

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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.

Review Source: GetApp
 

Jeremy from TangoCode

June 2018

June 2018

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

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

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.

Review Source: Capterra
 

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
Functionality
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

Customer Support

Value for Money

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

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
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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
Functionality
Product Quality
Quality
Value for Money
Value
Support
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
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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
Value for Money
Value
Support
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
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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
Value for Money
Value
Support
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
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!

Review Source: Capterra
 
 
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