About Pipeline CRM
Pipeline CRM pricing
Pipeline CRM does not have a free version but does offer a free trial. Pipeline CRM paid version starts at US$29.00/month.
Alternatives to Pipeline CRM
Pipeline CRM Reviews
Feature rating
- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Easy to use with customizable reports
Overall, our organization has had a very positive experience with PipelineDeals. Years later and we're still learning how to customize and utilize the options.
Pros
Mostly, I like that I can create reports based off of several different types of data, from custom field data to monetary figures.
Cons
Least of all I do not like that one can't remove past users. We can create an archive team and place them there, but their data and names show up in places where deals cross over still. I'd like to see an option where we can either completely migrate their data or delete totally.
- Industry: Publishing
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Nice software but we grew out of it...
It's a generic CRM software that you can tailor to your own needs. In the end we needed a software that was specific for publishing.
Pros
User-friendly and very easy to use. You can add all sorts of custom fields for your own reporting and tracking needs.
Cons
No invoicing, no estimates/proposals, the multiple email only works with Gmail accounts, no online payments. It helps you keep track of people, but doesn't really help you bring in the $$$ once a sale has been made.
Alternatives Considered
Zoho CRMReasons for Switching to Pipeline CRM
At the time it was one of the most user-friendly CRMs available and affordable. Now there are more software options that do more.- Industry: Warehousing
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Experience user
Overall experience with Pipeline deals would be in the middle of satisfy and unsatisfied. If the issues that I can across were handle with more concern and fixable, then I would be 100% satisfy. I feel that the issues I can across will not be fixed and this is why I am 50/50.
Pros
Pipeline Deals has the right idea when it comes to a CRM for small businesses. What I liked most about this software is
how well it works with Excel. Some people look at excel data sheets and get overwhelmed. Pipeline deals shows your data in a more friendly, easy to read and understand your data. It allows you to manage your contacts, emails, sales, calendar, meetings, etc. All of your work in one place which makes managing your sales easier, and connect with your customers on a more personal level, this allows you to meet your clients goals, needs, and wants.
Cons
Pipeline deals has an error message that reads,
You've reached the 10,000 record display limit. Set filters to narrow your results. This is not helpful at all for anyone.
Pipeline deals is not compatible with an old outlook app, and outlook calendar does not sync with pipeline deals, this is inconvenience and hard to keep up with syncing pipeline deals calendar to the outlook calendar. I dislike the fact that you have to use an IMAP outlook account.
Pipeline deals does not allow you to track emails when you add people to your cc, it only allows you to track one email contact at a time, unless you create a campaign, which in most cases, we rarely do this.
Pipeline deals customer support line only limit to basic knowledge on how to do something, if there is a technical
issues beyond that, the C.S.R then needs to create a case and have someone get back to us, and in most cases, the technical person can not help.
- Industry: Internet
- Company size: 11–50 Employees
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Review Source
Great for Small Business Sales Teams
My company has used Pipeline Deals since around the time they started. We were a very early customer. I started with one sales person and have moved up to about 10 today. The system works great for this size sales team. It's not cumbersome to use as a central system for a small team to stay organized. I highly recommend it to anyone with a sales force in that range. I can't speak to it's scale above that as its my experience up to 10 active reps.
They have taken what was a massive set of things reps would need to do in some of the other online systems (lets call it OVERKILL) and boiled it down to activity, opportunities, and centralized performance measurement. Its got all the bells and whistles you need... while not overwhelming you (as the sales manager/owner) or your reps with tons of required extras that clutter their ability to move fast and keep selling.
Pros
The BEST small biz sales relationship management tool we've used (7+ years now every single day)
Very intuitive interface.
Amazingly powerful API (if you want to code connect it to your own systems)
Great customer support team (you talk to real people, in the real office)
Extremely powerful list filtering and saved reports tools
Constantly adding new features and enhancements to make it more powerful without more "clutter"
Cons
The actual "finished" reporting built-in for sales performance, historicals, trending, etc is lacking quite a bit as far as "management" type reporting goes [its almost all list based reports, no roll ups, etc... you can see everything, but its not presented in any customized executive way, reason I think it works well for smaller teams. But without better aggregation, I dont think it would be fun to manage 25+ reps on something like this]. (It can be done with outside graphing and custom tools using their API but not everyone can do that). Real-Time, Customizable, Formatted Reporting for "summary/trend management" would make this thing a 10 out of 10 !
- Industry: Telecommunications
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Experiences With PipelineDeals
My job as the Marketing Adviser is to schedule appointments for my team. I have only used PipelineDeals the past 4 months. It is an absolutely terrific way to keep on top of deals falling through the cracks, calendar schedules, my tasks and agendas. They even have a phone application. I know once we get all our calendars synchronized my job will be much better. PipelineDeals is a great asset to have to carry on my work, as I work remotely in Minnesota for my team in Southern California.
Pros
I love the communication part of the services because you are able to share deals and the tracking capabilities are awesome For instance If I add a Person it will let me automatically create a Company and then from there I can create a Deal and track the progression. The reminders of task, agendas and scheduled meeting calendar reminders allow me to have a flow of business throughout the day. I have so much more to learn - PipelineDeals has training at least two or more times a week and they also supply all different training modules. I have a terrific contact that is a live person for a Success Coach who is more than willing to assist our team.
Cons
One area would be better is that now I know to create the Person 1st and the Company will be created right then, however not all the company information shows and so I need to create and retype all the information again, like the address, phone number, email etc. Then two addresses show up. It would be nice when you create the person you create the company, deal with all pertinent information at the same time - then when you add a new person to the deal all that information populates for them that is attached to the company and deal. Also the ability to isolate the deals lost so they do not show up in the whole list-but they are there so your percentages of win-losses are calculating.
