PipelineDeals

The Right CRM Tool to Help You Sell Smarter

4.4 /5 (607 reviews) Write a Review!

PipelineDeals Overview

What is PipelineDeals?

Most sales leaders believe their bottom line and growth is affected by having inaccurate and incomplete sales data. Choose a CRM that your sales team will actually use so you can make business decisions based on data you trust, not a gut feeling. PipelineDeals is the most adopted CRM with 83% user adoption, compared to 61% adoption by Salesforce or Dynamics 365 (validated by G2Crowd).

PipelineDeals is a powerful CRM to help you streamline operations, standardized processes, and ensure service levels are being met. Shift culture to absolute accountability and transparency. Create better process, habits, and behaviors. Increase revenue and profitability.

30-Day, 100% satisfaction guarantee or your money back. We're so confident you'll love PipelineDeals CRM, that we're offering a 100% money back guarantee within 30-days of purchase. No questions asked.

PipelineDeals Overview

Pricing

Starting from
US$25.00/month

Pricing options

Free Trial
Subscription
Value for money

14-day free trial, no credit card required.

Start: $25 per user, per month (billed annually)
Develop: $33 per user, per month (billed annually)
Grow: $49 per user, per month (billed annually)

Custom plans are also available for larger teams.


PipelineDeals Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

Get organized to accomplish more in less time.
Stay on top of all your team's activities.
Keep selling on the go with iOS and Android.
Slice and dice your data with just a few clicks.
Quickly customize reports with the information you need.
Receive daily pipeline updates in your inbox.
PipelineDeals screenshot: Get organized to accomplish more in less time. PipelineDeals screenshot: Stay on top of all your team's activities. PipelineDeals screenshot: Keep selling on the go with iOS and Android. PipelineDeals screenshot: Slice and dice your data with just a few clicks. PipelineDeals screenshot: Quickly customize reports with the information you need. PipelineDeals screenshot: Receive daily pipeline updates in your inbox. PipelineDeals screenshot: PipelineDeals screenshot: PipelineDeals screenshot: PipelineDeals screenshot:

PipelineDeals Reviews

PipelineDeals Reviews

Overall rating
4.4
/
5
Excellent
302

Very good
245

Average
51

Poor
7

Terrible
2

Value for Money
4.4
Features
4
Ease of Use
4.3
Customer Support
4.5
90% recommended this app
Michael F.

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.


Joel C.

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.


Larry S.

Sales in our office is all about Volume

The program is really not completely intuitive. This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program.


Terry B.

Experiences With PipelineDeals

My job as the Marketing Adviser is to schedule appointments for my team. I have only used PipelineDeals the past 4 months. It is an absolutely terrific way to keep on top of deals falling through the cracks, calendar schedules, my tasks and agendas. They even have a phone application. I know once we get all our calendars synchronized my job will be much better. PipelineDeals is a great asset to have to carry on my work, as I work remotely in Minnesota for my team in Southern California.


Gary D.

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.


Michael F.
Industry: Environmental Services
Company size: 11-50 Employees

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

Used Daily for 2+ years
Reviewed on 7/4/2020
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Joel C.
Industry: Internet
Company size: 11-50 Employees

Great for Small Business Sales Teams

Reviewed on 31/3/2016
Review Source: GetApp

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 !

Rating breakdown

Value for Money
Ease of Use
Customer Support

Larry S.
Industry: Financial Services
Company size: 11-50 Employees

Sales in our office is all about Volume

Used Daily for 2+ years
Reviewed on 28/4/2020
Review Source: Capterra

The program is really not completely intuitive. This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program.

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.

Response from PipelineDeals

Hi Larry, thank you for writing a review. We value your feedback.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Terry B.
Industry: Telecommunications
Company size: 11-50 Employees

Experiences With PipelineDeals

Used Daily for 1-5 months
Reviewed on 5/2/2019
Review Source: Capterra

My job as the Marketing Adviser is to schedule appointments for my team. I have only used PipelineDeals the past 4 months. It is an absolutely terrific way to keep on top of deals falling through the cracks, calendar schedules, my tasks and agendas. They even have a phone application. I know once we get all our calendars synchronized my job will be much better. PipelineDeals is a great asset to have to carry on my work, as I work remotely in Minnesota for my team in Southern California.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Gary D.
Industry: Construction
Company size: 51-200 Employees

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

Used Daily for 1+ year
Reviewed on 8/2/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.2/10
Based on 607 user ratings
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PipelineDeals Pricing

PipelineDeals Pricing

Starting from
US$25.00/month
Free Trial
Subscription
Value for money

14-day free trial, no credit card required.

Start: $25 per user, per month (billed annually)
Develop: $33 per user, per month (billed annually)
Grow: $49 per user, per month (billed annually)

Custom plans are also available for larger teams.

14-day free trial, no credit card required.

Start: $25 per user, per month (billed annually)
Develop: $33 per user, per month (billed annually)
Grow: $49 per user, per month (billed annually)

Custom plans are also available for larger teams.

Value for Money
4.4/5
Based on 607 user ratings
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PipelineDeals Features

PipelineDeals Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customisable Branding
Customisable Reporting
Customisable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4/5
Based on 607 user ratings
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Categories

Additional information for PipelineDeals

Additional information for PipelineDeals

Key features of PipelineDeals

  • Calendar
  • Custom Color, Branding and Subdomain
  • Customer Relationship Management
  • Customizable Deal Stages and Custom Fields
  • Customizable Lead Status and Sources
  • Customizable Note Categories and Tags
  • Customizable Reporting
  • Deal Tracking
  • Document Storage
  • Email Insights and Analytics
  • Email Marketing Integration
  • Email Tracking
  • Google Apps Integration
  • Lead Management
  • Lead Tracking
  • Native iPhone & Android Apps
  • Outlook Integration
  • Sales Pipeline Tracking

Benefits

  • Create 100% custom deal stages to match your sales process and how your sales reps actually sell. Get visibility into your business's sales pipeline, see exactly where each prospect is in your sales process and use forecasting tools to understand which deals are stuck and which are scheduled to close and win by sales rep.

  • Add unlimited custom fields for contacts, deals, and companies to your CRM so your business has the flexibility to capture and report on any type of data that is useful to your business. Set fields as optional or required to improve compliance.

  • One version of truth - Centralize all pre and post sale customer activities from siloed data sources and systems, to single point of entry. Make business decisions based on data you trust, not on gut feelings.

  • Free up skilled talent resources & get actionable & timely insights - Build infinite types of charts and graphs in minutes, not weeks. Save hours and days pulling data from multiple sources and trying to make sense of it all. No data scientists or engineering skills needed. Free up skilled data science talent resources for other business critical initiatives. Make better and faster decisions, proactively address business problems instead of react to fires.

  • Cut your operating expenses - Save big on total cost of ownership of your CRM. Save over 50% on per user monthly license compare to Salesforce and save $99k+ a year on CRM admin. As business needs evolves, ongoing customizations will continue at some level post initial CRM implementation. Making ongoing changes is super intuitive, fast, and does not require specialized skills or a 3rd party vendor.

  • Go Mobile - Take advantage of our dedicated apps for iPhone and Android. Update your deals, record activities with your clients, and map to your prospect's workplace on-the-road.

  • All customer data is protected, SOC 2 certified - Unlike with spreadsheets, all customer data in your CRM is centralized in one place and is always up-to-date, so that you can protect and restrict access to your company's most valuable asset when employees leave.

  • World Class Live Technical Support - Free US based live technical support from our team of CRM experts over the phone, email, and online chat. We're an extension of your team! Calls are answered in
    10 seconds, live chats are answered in 20 seconds, emails responded to within 20 minutes during business hours. 96% Customer satisfaction rating!

  • PipelineDeals FAQs

    PipelineDeals FAQs

    Below are some frequently asked questions for PipelineDeals.

    Q. What type of pricing plans does PipelineDeals offer?

    PipelineDeals offers the following pricing plans:

    Starting from: US$25.00/month

    Pricing model: Subscription

    Free Trial: Available

    14-day free trial, no credit card required. Start: $25 per user, per month (billed annually) Develop: $33 per user, per month (billed annually) Grow: $49 per user, per month (billed annually) Custom plans are also available for larger teams.

    Q. What are the main features of PipelineDeals?

    PipelineDeals offers the following features:

    • Calendar
    • Custom Color, Branding and Subdomain
    • Customer Relationship Management
    • Customizable Deal Stages and Custom Fields
    • Customizable Lead Status and Sources
    • Customizable Note Categories and Tags
    • Customizable Reporting
    • Deal Tracking
    • Document Storage
    • Email Insights and Analytics
    • Email Marketing Integration
    • Email Tracking
    • Google Apps Integration
    • Lead Management
    • Lead Tracking
    • Native iPhone & Android Apps
    • Outlook Integration
    • Sales Pipeline Tracking

    Q. Who are the typical users of PipelineDeals?

    PipelineDeals has the following typical customers:

    Small Business, Mid Size Business

    Q. What languages does PipelineDeals support?

    PipelineDeals supports the following languages:

    English

    Q. Does PipelineDeals support mobile devices?

    PipelineDeals supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does PipelineDeals integrate with?

    PipelineDeals integrates with the following applications:

    ActiveDEMAND, Akita, Bedrock Data, Bitium, Freshdesk, Grow, Help Scout, Mailchimp, PieSync, QuickBooks Online

    Q. What level of support does PipelineDeals offer?

    PipelineDeals offers the following support options:

    Knowledge Base, Online Support, Phone Support, Video Tutorials