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: E-Learning
- Company size: 2–10 Employees
- Used Weekly for 2+ years
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Review Source
Pipeline Deals Fan
I manage a global sales network. I use PLDs to manage their sales process across many time zones and geographic locations. This tool has helped greatly to understand what is happening and where.
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.
- Industry: Education Management
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
It's a bit manual but does what it says on the tin.
Overall, PipelineDeals works well as a manual CRM system, however, it is very easy for the system to become a mess of conflicting information as third party integrations and automation for menial tasks are close to non-existent. This means that unless users are incredibly reliant on quality control of their data and input, which as human error comes into the process becomes difficult to manage effectively. A suggestion would be to have the system pick up and associate new client contacts with the business domains and suggest in the system where the person should go, rather than defaulting to creating a company that doesnt exist which then has to be manually edited to the correct company.
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.
- 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: Market Research
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
A powerful tool for planning sales activities
Overall I find it a very good tool - my challenge really is just to utilise the full range of features. i.e. I'm sure there are even more great ways I can use it still to be discovered!
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
- Industry: Food & Beverages
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Modest tool that offers great support
We could personalise Pipelinedeals enough to suit our needs as a company, specially in terms of sales information management, we did not acquire the CRM tool yet . We are able to manage our deals and leads in a centralised way.
I strongly recommend this tool, it is modest but effective. I strongly believe the team behind it is passionate about their jobs. They are releasing new functionalities every while and customer service is excellent.
I think it is the perfect fit for small/medium companies.
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
