Pipeline CRM Reviews

Verified User in Financial ServicesSmall-Business(50 or fewer emp.)

4.5

What I appreciate most about Pipeline CRM is its user-friendly interface, which significantly enhances my overall experience. Navigating the system is a breeze, and the intuitive design allows me to seamlessly attach files, jot down notes, and effortlessly create custom fields tailored to my specific needs. The web-based platform adds a layer of convenience, enabling me to access and manage my data from any location with an internet connection. One standout feature is the absence of contact limits, providing the flexibility to grow and scale without the constraints often imposed by other CRM systems. This not only accommodates my current requirements but also future-proofs my usage as my needs evolve. Pipeline CRM's commitment to simplicity, coupled with its versatile capabilities, makes it an indispensable tool for streamlining my workflow and optimizing my customer relationship management processes. Review collected by and hosted on G2.com.

Brooke G.Office Administrator & Assistant to the Territory Director

5.0

You can stuff so much information into one page, also like their Ideas category to add ideas that they may add! I love the ability to customize and add as much information ! Review collected by and hosted on G2.com.

Vineet A.Delivery Manager

4.5

The platform offers a nice user inerface where we can create the dashboard including the checklist as per the requirement. It helps our team to understand the pipeline and set the targets accordingly. Review collected by and hosted on G2.com.

Verified User in Medical DevicesEnterprise(> 1000 emp.)

0.0

There are too many bugs. Leads consistently revert to whomever created the lead. This works of you have a business of 1, but not if you have a large Salesforce or turnover at your company. Or if you rotate leads. I've input hours of data that has simply disappeared. All my coworkers have the issue. They told us weeks ago they'd fix it and have done nothing. Review collected by and hosted on G2.com.

Verified User in Human ResourcesSmall-Business(50 or fewer emp.)

0.0

I had the worst sales experinece in years , we choose pipeline deals after a long and intensve process, by the time we wanted to sign up the prices had increased considerably.. aksing for any flexibility on this and some other topics resulted in a sales manager telling me off 3 times in a week to please go and work with another company.. found his boss on the web, had a good chat . but no better offer and then he disappeared again.. Also the fact that the sales manager tried to hook me in on a one off payment for a year (which apprantly ater could be changed but he did not tell me), made me reluctant if you see such behavior of staff... They need to learn a lot still in customer service!! Review collected by and hosted on G2.com.

Austin H.President

0.5

There is not a way to do a weighted pipeline. The integrations with other services are limited and require fairly complex steps to use. I dislike most that I am out almost $1000 because the CRM does not and cannot meet my needs, but since I prepaid for an annual subscription, they will not refund my money. Even comcast doesn't do this. Review collected by and hosted on G2.com.

Mason I.Automotive

5.0

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

Sanna M.Marketing and Advertising

5.0

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.

Jessica V.Investment Management

5.0

It is easy to use and basic. It gives you the easy way to keep tracks of the daily communication and contacts.

Heather M.Real Estate

1.0

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".

Keisha D.Health, Wellness and Fitness

1.0

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.

Anonymous ReviewerInformation Services

1.0

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.

Jason MontoyaCEO

5.0

Pipelinedeals.com was used primarily to manage our contacts, leads and deals for our sales and marketing efforts. There was some use by our project management team in the initial stages of working with our clients. We set up various tags, lead and deal stages and reports to quickly access the information we needed when we needed it. The extent of the reporting gave us visibility to see where our leads were coming from and what type of deals were closing. After years of data, there were great reports we were running to assess our progress over time.
Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need. Reporting: We were able to setup all types of reporting and tracking. Ease of Use: While the platform was powerful, it was always easy to use.

Verified User

4.5

PipelineDeals was implemented to solve a broad range of issues across the organization. We implemented at a company that has a tremendous amount of leads coming in from a few automated sources, but also leads input from various personnel. We tested/implemented two other services before PipelineDeals CRM, and the reason we chose PipelineDeals was because it was very comprehensive from the "front of house" operations to the back-office financial and provisioning operations. We used every single module of PipelineDeals CRM because issues from lead generations to sales fulfillment and future customer follow up were critical to the success of the project.
Flexibility - we found that we could modify PipelineDeals CRM very easily (as you can with other services), but that PipelineDeals CRM didn't hiccup with the extent of modifications made to the system. Everyone will need to modify the system to fit their business profile, and the ease of modification is important, but the real key is the ability to easily manage the system and the extensions you've put in place. Support - when you license and implement any solution, you're going to run into issues/bugs. PipelineDeals CRM is very responsive and very good, and they didn't waste our time making us go through multiple levels of support to prove we actually had a problem. There weren't many issues, but the ones we encountered were addressed quickly, and they spent time with us on things that we weren't clear on, even providing some direction on the best way to set up categories of users, products, tasks, etc. Comprehensive nature - we tried other services and found that PipelineDeals CRM did a good job of handling leads through sales and customer follow up. Other services were heavy on lead management or pre-sales functions, or helping with information related to sales activities, but did nothing to support after-the-fact operational personnel.

Brian WelkStaff Writer/Editor

4.0

We're a media company that regularly invites individuals to appear on our radio show or to blog for our site, and we use Pipeline Deals to keep a database of all the people we've invited or who have worked with us or communicated with us in the past. We compile contact information and organize people based on industry and title and can easily browse in order to determine who to invite. We also use it to keep track of communications in a common place.
It allows you to create a high level of custom fields specific to your own needs. Our purpose for its use is not strictly sales, so to still be able to use it in a way that's organized and provides all the information we need about an individual is very strong. Browsing through large groups is fairly simple. I can create custom filters to sift through the entire database and find a custom list of people whom I want to contact. It's very simple if you know you only want to find people of a certain type or who you contacted within a certain amount of time. I like the ability to create tasks and events tied to specific individuals I'm in touch with as opposed to an unorganized To-Do list. It's easy to know when to follow-up, contact, etc. The ability to BCC PipelineDeals so that all emails or communications are linked with that individuals specific file works well and could be very useful to many individuals.

Stanislaw WasowiczGlobal Business Development Manager

2.5

Our sales force uses pipelinedeals CRM to log deals and interactions with contacts. We experience the system as something that streamlines an operation problem but doesn't offer much else to solve the business requirements. [There are] no strong tracking capabilities, [there's] not a strong sales console, basic dashboards, little customizability, no predictive analytics, etc. We're looking to upgrade.
Customizability Sales Console & Dashboard Features Automation

Verified User

3.5

We are currently using PipelineDeals as our B2B and B2C sales CRM. We also have it fully integrated with our digital contracting software and our lead vendor so leads are being automatically created. Leads are then automatically pulled from PipelineDeals to start a contract. We also have integrations in place to automatically updated deals once the contract is finalized.
Marketing. Email integrations.

Brian WelkStaff Writer/Editor

4.0

We're a media company that regularly invites individuals to appear on our radio show or to blog for our site, and we use Pipeline Deals to keep a database of all the people we've invited or who have worked with us or communicated with us in the past. We compile contact information and organize people based on industry and title and can easily browse in order to determine who to invite. We also use it to keep track of communications in a common place.
Unlike Salesforce, PipelineDeals isn't as good about tying other people's contact info and communications to a single person, for instance creating accounts for a company and then having multiple people within that company. If this functionality exists and I'm not proficient with it, I'm not clear on the best way to keep it all organized and it isn't obvious. It is strictly a sales CRM, so there are many features that aren't particularly relevant outside of a sales setting, such as dollars within a pipeline or Hot/Cold markers that aren't that great of markers or notifications for the things I require.

Brian W.Verified LinkedIn UserDevelopment Manager

4.0

Overall: 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.

Irene C.Verified LinkedIn UserJunior Executive & Marketing Assistant

4.0

Overall: 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.

Teresa V.Inside sales

3.0

Overall: 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.

David O.Verified LinkedIn UserVice President Global Education

5.0

Overall: 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.

Phil S.Verified LinkedIn UserCRO (Chief Research Officer)

4.0

Overall: 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!

Andrew W.Verified LinkedIn UserHost of Inspired Money

5.0

Overall: Overall, I like PipelineDeals. It's a good combination of utility, value, and good customer service.