About Pipeline

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.
Pipeline Software - Deals
Pipeline Software - Deal details
Pipeline Software - Companies
Pipeline Software - Tracking
Pipeline Software - Dashboard
Pipeline video
Pipeline Software - Deals - thumbnail
Pipeline Software - Deal details - thumbnail
Pipeline Software - Companies - thumbnail
Pipeline Software - Tracking - thumbnail
Pipeline Software - Dashboard - thumbnail

Pipeline pricing

Pipeline does not have a free version but does offer a free trial. Pipeline paid version starts at US$25.00/month.

Starting Price:
US$25.00/month
Free Version:
No
Free trial:
Yes

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Pipeline Reviews

Feature rating

Value for Money
4.4
Functionality
4.0
Ease of Use
4.3
Customer Support
4.4
5 reviews of 613 View all reviews
Michael
  • Industry: Environmental Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 7/4/2020

Its not Salesforce, but it also won't bankrupt your small business

Overall, this was the solution my company needed. We had used Salesforce long before I was on staff, and it was too costly to keep using. When I was onboarded there was no CRM being used, and that had to change. Pipeline Deals gave us all the functionality we needed at a much much lower cost and barrier to entry.
Highly recommended.

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

Zoho CRM

Reasons for Choosing Pipeline

Cost was too high on Salesforce.

Switched From

Salesforce Sales Cloud

Reasons for Switching to Pipeline

It seemed to have a better user experience
Joel
  • Industry: Internet
  • Company size: 11-50 Employees
  • Review Source
Value for Money
5
Features
0
Ease of Use
4
Customer Support
5

4
Reviewed on 31/3/2016

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 !

Mason
  • Industry: Automotive
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
3

5
Reviewed on 22/8/2022

User-friendly

Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way that you can customize it

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

Pipedrive

Reasons for Choosing Pipeline

Looking for something different

Switched From

Salesforce Service Cloud

Reasons for Switching to Pipeline

Price
Verified Reviewer
  • Industry: Health, Wellness & Fitness
  • Company size: 2-10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
0
Features
1
Ease of Use
3
Customer Support
1

2
Reviewed on 12/9/2022

You Can Do Better

If you have the budget for literally anything else, use it. This is a tool built by sales people and does not hold up when compared to how a truly sales-marketing integrative CRM/automation tool should operate.

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.

Gary
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 8/2/2019

Pipeline for Commercial construction customer followup, relationship building, and new Clients

Before we used Pipeline Deals we were using paper and pen to keep track of our client relationships. These notes were easily lost in the shuffle and we had no hard reminders for us to follow up with our clients. Now we are able to keep our office focused on the needs of our clients and to pursue new business.

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.

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