Pipeline CRM

Pros

It's indeed a simple platform, very suitable even for non-tech people

Cons

It could have more possibilities to integrate with other solutions

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

Reasons for Switching to Pipeline CRM

Pros

I liked that Pipeline was confident that they could meet my needs when they first spoke with me.

Cons

They failed to listen to my needs until after they had consumed $1000 in expert consultant fees with zero results.

Pros

I like that you can set up your pipelines to track literally every facet of your business! We have them set up for employee tracking along with growing our business!

Cons

If you accidentally drop people into the wrong column it will send them messages (depending on how you set it up) about the wrong thing and it sometimes duplicates opportunities for each contact and I don’t know why.

Pros

Pipeline CRM has a user-friendly interface and great customization options that make managing my leads a breeze.

Cons

I wish Pipeline CRM had more integration options with other software tools, as it would streamline my workflow even further.

Pros

It could not be easier to load prospects. We signed up for a library card online. We select the type of businesses we want to pursue. We download spreadsheets of demographic information related to them. We upload those spreadsheets and start calling.

Cons

I am certain that there are programs that provide more management tools. We simply are not that sophisticated with our sales efforts. If it is simply volume you seek, this is the right product. If you are looking for less effort and more management, pick again.

Alternatives Considered

Reasons for Switching to Pipeline CRM

Pros

The cost of the software is great and works well for such a low cost.

Cons

Does not interact with other software I use like other CRMs.

Pros

I love the way Pipeline CRM has a robust collection of features that make my everyday customer management so easy, no headaches.

Cons

Pipeline CRM can get a little expensive for starters like myself.

Pros

This is a very powerful CRM solution. As I was looking for solutions I came across quite a few that were reviewed by many sites. Pipeline Deals consistently was in the top tier of CRMs for SMB companies.
I watched a few online demos and reviews before reaching out to their team. I was quickly assigned a representative that walked my team through a live demo and set us up with a POC trial. After our trial ended we signed up and were off. Setting up Pipeline Deals was quite easy, as the software can conform to your needs. Almost all fields are fully customizable, however this did take some getting used to, to see how changes were reflected as a whole in pipeline view.

Overall, great product for a lot less than what Salesforce, Salesloft of Hubspot might run you.

Cons

As a smaller company some of the integrations that other CRMs have were either missing or lacking. However, Pipeline Deals is getting better about innovation. One of my favorite shortcuts they rolled out was a LinkedIn plugin, this allowed for you to connect with somebody on linkedIn and in one click import them into your CRM. However, many times it would populate the fields with incorrect info or just generic info like where their company was headquartered instead of where that employee was actually located.
Additionally, at times the APIs for some of these newer services would change, and then the features would not work.

Alternatives Considered

Reasons for Choosing Pipeline CRM

Switched From

Reasons for Switching to Pipeline CRM

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 !

Pros

I liked the way it was pretty easy to find who I was looking for in the data base.

Cons

Since it is not really part of my job to use a CRM, I have not used all the features, and maybe not at their best potential. But it was not always easy to understand all the given features.

Pros

The functionalities on pipeline very customizable you can use this for track and sales you can also use this afternoon customer converts

Cons

You have to have accurate data if not you have to build it out and then it’s time consuming

Alternatives Considered

Reasons for Choosing Pipeline CRM

Switched From

Reasons for Switching to Pipeline CRM

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

I do like that it allows me to set tasks and follow updates, as well as appointments. Also that this activity transfers to a monthly calendar so at a glance I can tell if I'm on target for activity and quickly project what my signings should be based on activities. Creating my own reports is a real aid to follow up, especially on hot prospects; thus more efficient.

Cons

Not as efficient as it could be. Duplication of files as well as unnecessary duplication of effort (extra keystrokes) which waste valuable time. (ie: you search for a prospect name and it shows no such person, instead of storing that data, the user has to retype it again to add the person to the database. If I add a new prospect and create tasks and complete in same day, I have to add the task, make my notes than go out to homepage, click on prospects name to than mark the task as completed in order for that task to show up on my calendar page...same for events added and completed in the same day. It works fine if I list taks/events on 1 day and work on them on a later date.

Pros

The customer support is good. I like the Deals section. I think it is excellent the way it organizes the sales pipeline.

Cons

The connection between company record, deals record, and individual record. Something seems awkward about it all. The information about the person's company and their names do not always seem linked among these three parts of the database.

Pros

There are many aspects that should be excellent, including an intuitive navigation and some really smart features.

Cons

The email sync does not work as intended, and therefore complicates many of the subsequent processes. Additionally there are some automated follow up rules - whether initiated by the system or by a former fellow teammate/user I'm unclear...but - they screw up task lists and are buried and very difficult to uncover.

Pros

It's clearly made by those who know what is needed in a sales process, especially larger deals with multiple contacts. The reports are excellent as is the amount you can customize the information you need to see.

Cons

I don't like the mobile app at all, in fact, it's virtually worthless. Granted, I may need to check the latest updates and see what improvements have been made. I have a lot of time at my PC and the main thing coming to my phone are appointment reminders.

Pros

1) It's Excel on steroids so if you understand Excel, you can learn this for the most part.
2) It's "customizable" to some degree.
3) You can recover deleted info if somebody accidentally deletes it.

Cons

1) No way to filter out notes by person or department
2) Very difficult to track demos by model number of machine. Have to "trick" the system basically to do it which makes it hard to train.
3) Customer service response via email is non-existent. It's "ok" if you call in though usually.

Pros

user-friendly interface, all members of my team find it easy to navigate around. Functionality is good and support response is excellent. We do not need to consult with a partner we can deal directly with Pipeline which brings down the cost.

Cons

There isn't much I don't like about Pipeline deals. Integration with other applications could be better but it suits our needs.

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

I feel the software is very intuitive and easy to use compared to other CRM systems that are much more complicated. As a salesperson I find it easy to log my contacts, make notes on my progress with that account and schedule follow-up actions.

Cons

I would like to see the reporting module be more robust and flexible.

Pros

Helps me organize my schedule and clients

Cons

Doesn’t always integrate easily with our company contract software. My clients “status” is never correct and changes without me making those changes. Wish I could create custom tags specific to my leads. Wish the phones and emails would populate where I want them to when a lead is added in by someone other than myself. Time consuming to have to make those changes

Pros

Simple - not too many exotic features - does the basic job, and you can learn it quickly in the first morning. All the team can share contact - before everyone had their own spreadsheet. Also inexpensive.

Cons

Incoming email capture is not in the basic plan

Pros

We moved from using ACT for 20 years and by doing the trial for a month and studying the online videos and training we made an easy transition to Pipeline. No Regrets in changing. Out technical staff is also happy as they don't have to worry about our upgrades or weekly syncs. Plus the system has some features we did not have before.

Cons

The biggest issue is the ease of printing. Currently that only means printing labels for mailers /postcards. Of course you can do by doing mail merge with excel and word but it is a little more time consuming than just clicking a menu option to print (and of course learning how to do if not done before).

Pros

Great iPhone app. The desktop app is easy to use and easy to customize.

Cons

No major cons. A few key features inside the software, such as business card scanning and possibly mapping a route for salespeople, would be great but would only extend the value of PLD.

Pros

None. We used it for awhile as our outbound sales rep liked it, but, nobody else in the office did.

Cons

Truly awful customer service. Didn't offer any help or solutions to problems we had and when I communicated that we were frustrated and considering other options the rep told me, "go ahead, there's plenty of others out there".

Pros

seems to be a great way to get your database info into the hands of the sales team to work sales

Cons

we have not been able to integrate our database into Pipeline. and the person who was responsible has left the company, he could not get it to integrate either. so we need to reach out, the system is not friendly to us.

Pros

Pipeline is super easy to use and integrate with other software. It allows efficient management of campaigns/projects and even links emails for the related campaign to the project. Keeps all information usable and easy to access. Love it.

Cons

There were some issues with real life updates in the comments, but after reaching out to customer service, they fixed it up for us. Other than that, there doesn't seem to be much more I would want from Pipeline.

Pros

Nothing! They sell you things that they can't make true.

Cons

A total scam, after purchase they block you on social media and you can't connect on their plateform. Always getting error 504 when trying to login. Stay away from this! Totally not worth the money and trouble.

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

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 is a decent CRM but it didn't meet our needs. The interface was hard to use and hard to learn. We migrated to Hub Spot CRM instead and are happy with our decision.

Cons

The UI and interface were just not as user friendly as hub spot. We had limitations in functionality and we had to switch.

Pros

The ease of integrating pipeline into our daily routine when making calls and following up with our clients. With the preset notation in our activity feed it is just a couple of clicks with the mouse to fill out our notes for that client. The ability to share "Deals" and to follow up when one of us is out of the office on a business trip or vacation. When we are on a trip having the app available on our phone is also a very nice feature. There is peace of mind knowing that the hard work to manage relationships with our customers does not end if an employee is fired or quits working for us.

Cons

Pipeline is not ready to sync with our Go Daddy email account, so we continue to push our emails to our home page in Pipeline Deals. Then we have to make sure they are entered into our activity feed for our customers through the home page.

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

It's cheap, and no recurring subscription fees.

Cons

Without a recurring subscription fee, they have no motivation to help their current customers. They've already gotten 100% of the money their going to get from them.

The lead form, despite being embedded on the host site, runs through a redirect, meaning I'm losing all attribution of leads when looking in Google Analytics. I'm guessing where to attribute marketing dollars because PLP is actively preventing me from seeing where the leads come from.

I've been trying to work with the support team for months now and when they couldn't answer my question after the first few emails they just started ignoring me. I've sent 4-5 additional emails with zero response.

Pros

Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting.

Cons

The core functionality of a CRM is pretty basic, it's just a database with a lot of custom variables (fields) associated to each entry. What makes a CRM powerful (or not) in my opinion is the ability for the software to integrate with other software in your business stack. This is the Achilles heel for Pipeline Deals, as the options for integrations are extremely limited.

Pros

Very flexible custom list reports
Unlimited field customization for records
Easily manage a small team of reps
Very easy to get started using especially if you have not had a strong CRM in your company before

Cons

The morning coffee report lacks data that would be useful for actionable items. Wish it could be personalized and customized to show the data I want each morning. Can’t easily see a company’s “last activity” in a report if said activity was not directly on the record (example on a person or deal attached to the company... in company list views it would show incorrect “last activity”)
Permission controls would be great to be more flexible (its all or nothing per user)

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

After trialing 5 different CRM providers, we found some to be complicated. Others required too much manual entry. For me, PipelineDeals met our requirements because it is straightforward to use. In our experience, PipelineDeals' customer service appeared superior with response time and support. Many CRM companies require you to use their knowledge base and do-it-yourself, but Pipeline Deals offers live chat, email and live support (no automated attendant, you call and a live rep answers!) For our small business, great support and quick answers to our questions encourage us to use Pipeline Deals consistently and use it better.

Cons

Wish there were more integrations that made it easier to connect to other programs. I also think the mobile app could be better.

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

Pros

I have been using PLDs since 2010. It took me about two days to set up a custom sales tool that meets our specific needs to manage the sales pipeline, and I am not particularly technical. Sales Force told me that I would need a consultant and about 2 weeks to get this done. Over the past 8 years PLDs has implemented many refinements and improvements and new features. Underlying all of this is the excellent support provided in the form of the knowledge base, video tutorials that are byte sized, and support agents who are knowledgable and personable. I can buy software from anywhere. My choices are based on what happens when I have a problem. Pipeline Deals excels at providing great support!

Cons

This is not really a PLDs-created issue, however I use LinkedIn to generate leads by importing a contacts picture, email address, phone number etc. Around 2014, LinkedIn has changed their code and PLDs was unable to support this feature. I really miss that feature.

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

This software is easy to use and customizable. It doesn't cost as much as some of their competitors, but does a ton to track deals and projects. I also very much appreciate the ability of their programmers to incorporate a suggestion fairly quickly and they are always looking for ways to improve the software.

Cons

It can be a real pain to input all the information from business cards we receive. It would be super helpful to have an integration that allowed your phone to take a photo and scan in the information to upload to Pipeline Deals.

Pros

Pipeline Deals has a clean interface. It's easy to use, and from the perspective of a manager, it's the sort of thing that somebody who isn't too technical (or organized) can still use efficiently. At the same time, for people who are excited about CRM functionality and drilling into client data (like me) there are some powerful tools to really target exactly the set of clients you want.
I also like the fact that when you call user support, a real human being answers the phone who is able to resolve your issues for you on the spot.

Cons

The only real issue I have with Pipeline Deals is I'd like a way to set priority on tasks either by colour code, or being able to drag and drop their order top to bottom on the calendar and agenda.

Pros

It keeps everything organized and easy to update. You don't have to go to edit and then save just simple click on what you would like to update and hit enter. We have numerous appointments and we have to be on time, pipeline keeps me on time!

Cons

the reports could be a little bit more user friendly, I would like to run a report for a certain entry without having to select the whole field and it doesn't seem to want to do that. other than that it is a great tool for our business.

Pros

Pipeline is a relatively easy to use platform for CRM, sending out email campaigns etc. Most of us want simplicity when using these and pipeline does provide that. Has just the features and needs that one looks for without being overly complicated.

Cons

I like it but I think colleagues that maybe like features, more tech etc think it is too basic or that one would need another platform to do campaigns like a mailchimp/constant contact. Maybe the platform could be clearer about how that works and whether a company needs to use another mail feature when they can do it all on Pipeline. Im not sure about that.

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

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

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

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.