Pipeline CRM Reviews

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!

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.

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.

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.

Amazing email and Link tracking on outbound emails. Best support in the industry. They understand the sales process adult the software package around that.

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

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.

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.

PipelineDeals is very easy to use. I like how the deal, company and people as well as all communication to with the people is rolled into one easy to read page. Adding new fields is also very easy to do - as well as adding new lines to the fields.

What I like about PipelineDeals is that it isn't as complex as other CRM systems. With that said - there are some workarounds - like adding communications with people via bcc on email - that are very cumbersome and not intuitive.

We love the ability to assign territory, accounts and leads to a specific group or individual this eliminates people contacting the same merchant. We are able to know when an account needs follow up, we can properly document the process and paperwork throughout. Nothing falls thru the cracks with this. I love being able to upload excel files quickly. This also allows us to drop market emails to merchants as well.

This is definitely more expensive than similar crm systems but you get what you pay for. If your a small organization might not be for you.

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.

Incoming email capture is not in the basic plan

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.

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).

I love that everyone can create their own dashboards according to the variables or columns that are relevant to their work. These charts are visible to one or more users and it's helpful to keep track of task completion. I love that they include email automations to set up reminders for specific users within PipeLineDeals.

If not used properly, it can become cluttered with unnecessary information and profiles that are useless. The key is to set up profiles and leads correctly to avoid this.

I use pipeline as a CRM, mainly for correspondence and setting appointments and reminders. It’s easy to use and simple

I think the app is lacking in that is what I use regularly. I also don’t really use the calendar feature

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.

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.

UI is very intuitive, the excel style dashboard on companies/ deals/ people is great. Its a solid CRM that does most of what you need from a CRM.

1. PD does not log changes made on the fields, and on some part that it does, it is not easily accessible / extract-able to build a report from. I.e. Qualification status at Company level, can be "To be Qualified" -> "1st Qualification Meeting Done" -> "Qualified in" or "Qualified Out". The fact that PD does log field changes, makes it difficult to report on overtime progress. What can be reported on is limited to the current snapshot.
2. No automatically calculated field for Enforcement. i.e. Deal amount is equal to $X from product A + $X from Product B + $X from product C, it will be great if deal amount were to be changed, PD can prompt a message to enforce that the $X from Product A/B/C is also updated and sums out properly.
3. When creating an Agenda, there is an Agenda Type. Once the Agenda is completed, the Agenda Type detail cannot be retrieved, PD will only show the Agenda Title and Description.

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.

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.

Ease of use across all platforms including mobile make the sales reps ability to use this for look-ups, recording notes, task and deal management very simple.

forecasting is not great from a management perspective, the ability to manipulate the forecast into a hierarchy that goes from rep to manager to VP etc is non existent unless you customize it. Also major account management where you want to have access to political spheres of influence on an org chart for example or interconnected deals can not be done without attachments

Easy to use.
Custom settings, reminders etc

Once in a while it slows down a little, some frequent error messages. but nothing major

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.

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.

It was written to be user friendly and effective. It is organized and allows the user to use many different options. This customization is very effective. Since I am the only person which does marketing for my company I need something like this to help stay focused. As you know marketing is a hurry up and wait situation so this software allows me to me very effective when I am in that "marketing mode".

This will sound funny however they always try to improve the software where I honestly believe for me, it is as close to perfect as I will get.

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.

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.

PipelineDeals is a fairly full-featured CRM at a very reasonable price. While the interface can be a bit convoluted and reporting perhaps more complicated than necessary, the support team is very responsive and the development team seems to continually work on improvements and adding functionality.

PipelineDeals REALLY needs easier options for finding and merging or eliminating duplicates. This functionality is sadly lacking in what is otherwise a fairly friendly and cost effective CRM, and has been missing since we began using the product several years ago. Discussions with Support Staff have not been fruitful in this being added to the development list.

I like that my client base gets my blasted emails.

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.

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.

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.

It is very flexible, smart, easy to use.
It allows us to do a lot of integrations with our tools.

The Activity section in deals and people: I would love if I can use templates or format the text, and even more important, I would love to be able to search easily (currently I have to keep opening past activities by clicking on "show more" and spend time reading all of them instead of searching by keywords or a date.
The second point would be the speed (we have a lot of deals and people, and it takes long to load each view and filter we change)

It is a useful system to keep you organized with reasonable functionality. Deals feature really helps you to keep track of your business and pipeline and where it came from. Setting reminders in the calendar is extremely useful.

Some issues with functionality once there are too many sources or dropdown options. Issues from that force you to contact customer service, which can be spotty at times due to the process of their customer service with tickets.

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.

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.

I like the flexibility and customization of the software - our ability to be nimble and implement feature that benefit my sales team quickly, and even in real time is impressive, and it supports the team wonderfully! We are better able to deliver on our service commitment and meet our goals as a result!

There are still some features we'd love implemented, such as the ability to set a default choice in a custom field - but we know that their developers are open minded to include our suggestions.