Pipeline Reviews

Pros

We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level.

Cons

Nothing as such. As for now, we are very much satisfied with PLD and it covers most of all our requirements.

Pros

Journey mapping throughout the deal process was clear and easily traceable throughout the sales cycle. Clear indications of the health of leads as well as the ability to integrate events and notifications into your workflow were definitely a plus point.

Cons

Integration with third-party applications and software is minimal, support is unfortunately only localised in the US so international clients will have significant delays in customer service. Automation is also severely limited, forcing users to be very manually focused in their day to day tasks where other service providers have the ability to automate menial tasks through the platform to increase the time spent on productive work.

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.

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.

Pros

Is fairly easy and quick to master the basics, with plenty of extra power available to dig into as you get experienced with the platform. Has allowed me to keep much better track of contacts and my communication / activity with clients and prospects. The ease of setting up different filtered 'lists' (e.g. opportunities, pending proposals, commissioned projects etc.) and easily adjusting filters 'on the fly' is one of my favourite features.

Cons

When we first imported our data from a different CRM system we did experience some difficulties - with some accounts people associated with different (wrong) staff members. So, I think this is something to talk to the Pipeline Deals support team about proactively UP FRONT - i.e. to maximize your chance of the switchover going smoothly

Pros

-Great support service, friendly, fast & effective
-Easy to learn, it has a lot of potential to personalise it depending on the company needs
-Great value for the price, specially if we compare it with other software, much more expensive and in which the learning time it is a bit longer

Cons

-Constraint in terms of reporting, they have developed an API for excel to export personalised reports, however I believe more functionalities around reporting should be developed
-Tutorials and webinars are mainly focus for beginners, it would be nice if you develop some more customer support for those who have been using the tool for a while, I believe the tool is a bit lack of this kind of material

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.

Pros

PieplineDeals is incredibly easy to customize and use. We have over 100 PipelineDeals users across our franchise group. EVERY user has made it clear that they would not be able to track sales progress as easily as PipelinDeals has made it.

Cons

There are no real cons to PipelineDeals! I only say this because when there is a feature that is not already built into the program, you can put in a feature request and the development team will add the feature.

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.

Pros

PipelineDeals has allowed us to track our business, from initial prospecting to closed deals. With the organization of the data, and the ease of customizing views, we've been able to create reports that help our leadership to support our efforts!

Cons

Anytime I've encountered a problem, it's either been solved or added to the developers list. I do wish I could do more customized reporting, but then again I probably haven't studied enough to know what I can do.

Pros

-The ability to create custom filters and tabs and then search for customers depending on those.
-Ability to quickly add activities and then review status or import the entire thing to an excel sheet.
-The support has been very helpful. When setting up our helpdesk on Freshdek, we needed all our deals and data organized for us. Pipeline deals support helped us on getting the data in the right format and at the right time.

Cons

Our helpdesk is running via freshdesk. We are unable to link freshdesk tickets to our deals on pipeline deals.

Pros

Customization Column selections under the "Agenda" tab allows for flexibility in the "look." Very useful when looking at work in cue. "People" tab provides same flexibility and makes it easy to find leads/contacts for various needs: Status, Source, Activity. etc. For the visually oriented reader the "Calendar" is a great organizational tool and contains all the right information in an easy to read format with optional "Month, Week, Day" layouts. Once one distinguishes the difference between "Contact" and"Lead" the power of the link is tremendous time saver. The "Activities" field is flexible and allows for cutting and pasting data from other sources such as emails. Great tool to track past conversations and to document activity. Many other great features: Search tool, report options, and scheduling feature to mention a few.

Cons

The layout in the "Contact Info" box is awkward and unclear. Contact, Owner, Company (Funeral Home) information is interspersed in an illogical way. The layout of data fields under the "Custom fields-other" bar is massive and difficult to navigate when looking for a specific item. It is a jungle of data fields without a clear path. It appears that to learn how to use specific features of this package you have to leave your current page. It would be helpful to have hint/definitions {drop-downs] embedded with critical fields similar to the "Status:" field. Ex: "Type"-Contact does not link to Digicon, Lead links to Digicon. Takes a lot of time to master the basics.

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.

Pros

The ability to cc the service on emails and have the contact immediately integrated and updated in the Pipeline dashboard is extremely helpful to track not only yourself but the rest of your team and progress on past and current conversations. Additionally, the ability to add contacts directly from LinkedIn makes it very easy to add contacts with extra steps.

Cons

It is easy to get unorganized on the platform and once that starts, it can be a challenge to get everything back on track. Because the search bar is very exact in its search results, it can be easy to miss targets with different potential spellings or with apostrophes and other symbols in their names which can lead to creating duplicate profiles that go unnoticed for some time.

Pros

It's a great customer data base software. Very easy to use and user friendly. If you know Excel at all....it will be easy to pick up on this.

Cons

Lacks for producing many sales graphs or tracking demos to specific customers. You have to somewhat trick the system for you to know who you demoed to and when.

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.

Pros

It's integrated with QuickBooks Online.
Paperwork can be uploaded to deals or people so everything needed can be kept in one spot.
The activity timeline makes finding information easy and accessible for everyone.
Permission can be given to or restricted for certain users.

Cons

The lack of automated functions.
Calendar only gives one color per person (which cannot be chosen by the user), which sometimes makes it difficult to navigate one's own schedule.
"Customers" is a bit useless for what we do here.

Pros

Pipeline has many features that are easy and the filtering options are great. The reporting is pretty basic and as long as you do not have a lot of Sales people or too many products it is great. The deal feature is better than other softwares. the limitations on "task", no way to audit or add checklist etc., as well as not being able to tag and segregate your list in more detail needs to be looked into. We have unfortunately switched to another software that has these capability as well as being a great CRM and has more customization options.

Cons

It also does not have any marketing features built in which if you sell and market for your position then you will want a software that can manager your customers, contacts, sales, products, and email marketing. the limitations on "task", no way to audit or add checklist etc., as well as not being able to tag and segregate your list in more detail needs to be looked into. We have unfortunately switched to another software that has these capability as well as being a great CRM and has more customization options.

Pros

The to-do's scheduling and the options it gives out to the user to specify whether its a plain to-do, a scheduled appointment/meeting, a call or a follow-up call or email or perhaps important notes. The overall reminders the structure of to-do's with the option to set it for a date is nice.

Cons

I won't least about this software but the reminder or follow-ups or to-do's should be popped out or make a noise or something as a alert like what Outlook does ..

Pros

I am in the personal financial services industry so not all of the features pertain to my use, but I still use Pipeline deals extensively for tracking my pipeline, prioritizing my pipeline and for a log to make notes for not only prospects but my current clients. The task feature and the to-do reminders are valuable and time saving.

Cons

I am in the personal financial services industry so not all of the features fit our needs as it seems the software is geared more towards corporate sales.

Pros

I like that my client base gets my blasted emails.

Cons

I don't like that my company has only a select few of "Administrators" that have access to our entire database of clients. Therefore it is inefficient, in a sales office, to have a hold on this information. When I look for new business, I have to wait days for the "Administrator" to provide me with if this is open business or another salesperson is already working with them.

Pros

It was pretty easy to set up and create custom view reports so we could track sales and onboarding activities. It synced to my email which was great.

Cons

We tried to use it for project management tracking for onboarding activities. While it sort of worked for that, the number of notification capabilities had quantity limits on it and it would have been good if notifications could have gone to customers too for each project and not just internal people.

Pros

Building sales page, but I can't access them. I can't access anything and the cusotmer service is THE WORST I"VE EXPERIENCED IN ANY INDUSTRY

Cons

I haven't been able get past the a frozen blue screen after logging in. Customer service is appalling, if they decide to get back to you it takes at least 24 hours, and the standard response is we've reset your password (which is not the fix). I created sales pages using this app, which scrambled my domain certificates and has created a massive mess -- and customer service response...we've reset your password.

Pros

Pipeline has so many different features that are wonderful for tracking different areas of Sales. I am certain not all of them are utilized, but it is nice to know they are there

And the responsiveness of the crew when you have a glitch in the software. Very knowledgeable.

Cons

The date sorting. It is limited in how to get the dates on reports swiftly or comparison of years. OR maybe, It is operator error on my part and I just do not do it right.
If that were the case, I am certain that the group at Pipeline would direct me in the right direction swiftly as that is how they are!

Pros

Easy to use and customize, also the cost. We got in in the beginning and are grandfathered in to a cheaper rate, but even the current rates are still competitive.

Cons

No IP address restriction, this is a security concern. Database can not be locked down from access outside the organization.