Pipeline CRMUsed by 72% Professionals

Pipeline CRM Reviews

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4.5

/5

(Alternatives.co rating)
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Pipeline is a robust CRM solution that enables firms to centrally manage their client interactions. Pipeline CRM offers a comprehensive solution that streamlines the customer experience, from contact management through billing and invoicing.

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Pipeline CRM
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G2
4.4
Top Comments by G2
Positive Comments
  • Andy L.Director of Marketing
    Review
    5.0

    Reasonably affordable and very easy to setup and use. Implemented quickly with very little assistance. Very intuitive to use. Custom fields work great and by far the best part of the product is the relationship between company, deal, and people records--far better than almost every other CRM I looked at. Makes reporting very strong. Also love the ability to do simple bulk personalized marketing email campaigns directly from the product. While the application lacks some functionality that we would like, it is very strong in other areas. Ease-of-use is a key benefit as is the intuitive way the system works. The core functionality and workflow mirrors our business very well. The addition of multiple sales cycles has been awesome. We don't use task assignment functionality but could be useful in the future. Reporting capability is also very strong with the ability to reconfigure reports with a few simple clicks. Also really appreciate the effort to update the product. New features are introduced at a steady rate. Lastly, customer support is always friendly and as helpful as they can be. Love working with this product--very often the application has the ability to do what I want to do, or easily create new fields that will accomodate our needs. Dislike is too strong of a word. There are deficiencies as with any product. Trade-offs. Like many of the affordable CRMs, there is a lack of true full integration with other products--or at least the ones we need. We really wanted easy two-way integration with our customer support ticketing system and also QuickBooks (sharing customer records and ticket info for example). We still have separate applications and multiple databases (e.g. multiple places store customer information). Additionally, it would be nice if there was more formal document management functionality. We reviewed over 50 CRMs. Pipeline CRM is just an all around good application and the company is great to work with. We wanted a solid CRM with at least some marketing campaign management capability, and with a reasonable amount of flexibility to adapt to our business. We do not have an overly complicated business and did not want an overly complex CRM. At their price point range, Pipeline was by far our favored option. We are paying $49/user annually and have 7 users. We will likely add 5 more over time. First, we needed to replace an old and functionally limited CRM. PipelineDeals is a huge improvement over our old system. We wanted something with good record structure and easy to use custom fields. PipelineDeals is strong in this area. Second, we wanted a CRM that our sales team would use. Biggest problem with all CRMs. Happy to say, the team likes the system and regularly uses it to help them manage their opportunities. The mobile app helps a lot with this and works well. Third, we needed a simple platform to do marketing email campaigns. This required a strong interaction between customer, deal, and people records. Very happy with how this has worked out. Great functionality and quick and easy to use.

  • Chantelle P.Marketing Manager
    Review
    5.0

    The most valuable part of PipelineDeals is the Reports and Deals functionality. The Reports that PLD provide allow us to view daily, weekly, and monthly numbers for each team member and our team as a whole. The Deals functionality of PLD was a gamechanger for our company. PLD was the one CRM we found most valuable that was centered around deals that made sense for our B2B company. We don't work with just one client, there's entire teams (internally and externally) that are a part of one large project. The way we can organize and label deal details is very valuable for us! I don't know that I could say there are any downsides to using PipelineDeals. My least favorite thing about PipelineDeals is the Email Inbox functionality. This is where you can connect your email inbox to PLD. It really just creates a mess for our organization and people because we have such a large amount of emails and information. Business problems that have found solutions within PipelineDeals include the following. Problems: unorganized tracking and reporting of projects (deals), project/sales managers not being held accountable for client follow-up, unknown client sources, old database information that was hard to update. Solutions: Organization of reporting and tracking of all projects (knowing how long they take, where they came from, and latest updates), project/sales managers being held accountable for their leads and projects (managers can see task lists and latest activities for our team), knowing the source of all clients/projects (being able to know precisely how many people were from which trade show), we now have a database that is easy to update and know when information is old (you can google a person in one click if you have a hint they've left the company they work for - you can see bounced emails through our Mailchimp integration).

  • Robert Cash M.Vice President of Sales & Marketing
    Review
    5.0

    We like and need the capabilities that the Salesforce CRM provides; however, we ONLY need those capabilities for our Marketing and Sales departments. We do not require a full enterprise suite of services. After reviewing all of the Cloud-based CRM services available, it became clear to us that PLD provided everything we wanted and needed from Salesforce but at a fraction of the cost, and with a far more simple, user-friendly, intuitive 'out of the box' interface and experience. While considering Salesforce as our CRM solution, we realized that we were going to have to hire a Salesforce Specialist to help us 'set up' or tailor the Salesforce interface for our culture and needs. This was a huge additional cost and a large 'time suck'. PLD came out of the box with very little tailoring required and allowed us to hit the ground running and apply its CRM capabilities immediately. The shortlist of attributes that we were looking for and received from PLD were as follows: 1) Cloud Based 2) Mobile Phone App interface with automatic phone mapping capabilities making it easy to find the next appointment on the go. 3) Interface with our Email client allowing us to maintain an email history germane to each client or Deal. 4) A good 'Tickler System' for timely follow ups and keeping track of all opportunries. 5) A very intuitive means for organizing Companies, Contacts, Deals and associating the right people with each Deal. 6) Good tools for organizing and viewing the CRM data base and Pipeline is a variety of customized ways. 7). Many more.... It would be nice if it was easier to organize Mass Email lists and campaigns. It has been a good CRM tool for us for several years. I can't imagine managing our Sales and Marketing efforts without it.

Negative Comments
  • Verified User in Marketing and AdvertisingSmall-Business(50 or fewer emp.)
    Review
    3.0

    I'm loving the Pipelines. It is an easy way to keep track of where your leads/prospects/distributors are at in their journey. I'm not a fan of what was offered in Batchbook vs. what is offered here with the price we were paying there. (Less than 3 lines for addresses, multiple custom fields, etc.) I'd say definitely go for it. The ease of access is incredible. Especially for the internal communication with others in the company. Agenda and Tasks/Events has played a HUGE role in keeping us on task and focused. I only wish they allowed more records for the price we are paying currently. There are a few features we had with Batchbook that we don't have here. But we do appreciate the effort and support we've received in making PipelineDeals work for us, having come from Batchbook shutting down. The support is fantastic and the system, like I said is not clunky in the least. Well appreciated! Keeping track of people is a lot easier. And the reports are fantastic.

  • Chris F.Publisher/Co-Owner
    Review
    2.0

    Software itself is fantastic! I love the ease in contacting customers, scheduling tasks, logging calls, sending e-mails, and more! I am the single salesperson for my business. Sadly, they require a minimum of three subscriptions, so in order to use this software, I would have to pay for three users. I called and asked if they would make an exception, and they refused. If you need three accounts or more, I would highly recommend it. None--Three subscriptions for a single user was not worth the money. Hi Chris, we appreciate the feedback on our software and the subscription options. We actually recently made a change to our subscription options and we're no longer requiring new accounts to have 3 licenses. If you're still interested in using PipelineDeals, we can get you setup with an account with one license. Just contact our Customer Care team at customercare@pipelinedeals.com and they can get you setup.

  • Verified User in Human ResourcesSmall-Business(50 or fewer emp.)
    Review
    0.0

    the linkedin connection and mail function 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!! make sure you test the customer service.. nothing, stoppd my suscripton in time after this horrible experience

GetApp
4.4
Top Comments by GetApp
Positive Comments
  • Mason I.Automotive
    Review
    5.0

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

  • Jessica V.Investment Management
    Review
    5.0

    Overall is great. Worth every penny and really easy to use.

  • Sanna M.Marketing and Advertising
    Review
    5.0

    I absolutely love working on Pipeline.

Negative Comments
  • Anonymous ReviewerInformation Services
    Review
    1.0

    Totally unpleasant, losing time and money in the process.

  • Keisha D.Health, Wellness and Fitness
    Review
    1.0

    Horrible

  • Von S.Construction
    Review
    1.0

    Not good

Trustradius
3.5
Top Comments by Trustradius
Positive Comments
  • Verified User
    Review
    4.5

    SFDC was just too expensive and "too much." Insightly was not comprehensive enough, and we found an awful lot of bugs (this was a year ago+). QuickBase is actually excellent, but it requires an advanced technical person to manage and use, such as a QB Developer, and we wanted a solution that a office administrator could use with little or no help. QB is basically a big database that holds your data, and you build front-end UI's for the functions you want, using their interface and wizard-driven approach to do so. But it takes a lot of knowledge of the system to get where to want to go, and it is not "Intuit-ive" to use for most users. You'll spend $150/hour on a resource to help you implement, which gets costly very quickly. PipelineDeals CRM integrated with Google Apps, which we were using at the organization, and we found it comprehensive, easy to extend, and easy to use.
    This is an area where I feel people fall down in the process. First - spend time up front defining your organizational processes, and goals. Don't even think about a solution until you've spent time defining the process. We spent time with every facet of the organizational process, and defined a workflow and diagram of each key process. This allows you to determine where you can get some process automation (service-based automation) versus workflow (human eyeballs and decisions on a procedure). Out of this exercise you will definitely see the critical "must-have" features and functions in any solution, and frankly it's pretty easy from there. Most people start asking a bunch of questions, and they don't know what they're trying to answer. In addition, most organizations avoid this step because it's difficult. But it is essential and lays the groundwork for a successful project and a much, much easier deployment.
    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.
    I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.

  • Brian WelkStaff Writer/Editor
    Review
    4.0

    PipelineDeals is cleaner looking than Salesforce or Cbiz and offers comparable customization. But PipelineDeals will also now be able to integrate with MailChimp, which is very good for our purposes, and while we can't get all the customization we'd like out of it, we've been able to use it for many purposes.
    It's very suited if you are doing sales, and it can be applied to other use cases in terms of outreach, as I've been able to do, but it's not a perfect fit and it will require some customization to get the best use out of it, but that's likely true of any CRM.
    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.
    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.

  • Jason MontoyaCEO
    Review
    5.0

    We originally used Highrise HQ and it was great for a while. Unfortunately, the simplicity and lack of reporting sent us looking for a new alternative solution. When we came across Pipelinedeals.com, it seemed to fit our needs perfectly. We signed up for a trial and began using it. We never stopped.
    Pipeline Deals is a great resource to quickly implement a CRM. It is easy and fast to set up an account, import your date and start using it. Both basic and advanced users will value the tool. If you are looking for something extremely simple (like Highrise HQ), this may not be the best fit.
    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.
    There was not really anything it didn't do well that had an impact on our organization.

Negative Comments
  • Verified User
    Review
    4.5

    SFDC was just too expensive and "too much." Insightly was not comprehensive enough, and we found an awful lot of bugs (this was a year ago+). QuickBase is actually excellent, but it requires an advanced technical person to manage and use, such as a QB Developer, and we wanted a solution that a office administrator could use with little or no help. QB is basically a big database that holds your data, and you build front-end UI's for the functions you want, using their interface and wizard-driven approach to do so. But it takes a lot of knowledge of the system to get where to want to go, and it is not "Intuit-ive" to use for most users. You'll spend $150/hour on a resource to help you implement, which gets costly very quickly. PipelineDeals CRM integrated with Google Apps, which we were using at the organization, and we found it comprehensive, easy to extend, and easy to use.
    This is an area where I feel people fall down in the process. First - spend time up front defining your organizational processes, and goals. Don't even think about a solution until you've spent time defining the process. We spent time with every facet of the organizational process, and defined a workflow and diagram of each key process. This allows you to determine where you can get some process automation (service-based automation) versus workflow (human eyeballs and decisions on a procedure). Out of this exercise you will definitely see the critical "must-have" features and functions in any solution, and frankly it's pretty easy from there. Most people start asking a bunch of questions, and they don't know what they're trying to answer. In addition, most organizations avoid this step because it's difficult. But it is essential and lays the groundwork for a successful project and a much, much easier deployment.
    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.
    I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.

  • Brian WelkStaff Writer/Editor
    Review
    4.0

    PipelineDeals is cleaner looking than Salesforce or Cbiz and offers comparable customization. But PipelineDeals will also now be able to integrate with MailChimp, which is very good for our purposes, and while we can't get all the customization we'd like out of it, we've been able to use it for many purposes.
    It's very suited if you are doing sales, and it can be applied to other use cases in terms of outreach, as I've been able to do, but it's not a perfect fit and it will require some customization to get the best use out of it, but that's likely true of any CRM.
    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.
    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.

  • Jason MontoyaCEO
    Review
    5.0

    We originally used Highrise HQ and it was great for a while. Unfortunately, the simplicity and lack of reporting sent us looking for a new alternative solution. When we came across Pipelinedeals.com, it seemed to fit our needs perfectly. We signed up for a trial and began using it. We never stopped.
    Pipeline Deals is a great resource to quickly implement a CRM. It is easy and fast to set up an account, import your date and start using it. Both basic and advanced users will value the tool. If you are looking for something extremely simple (like Highrise HQ), this may not be the best fit.
    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.
    There was not really anything it didn't do well that had an impact on our organization.

Capterra
4.4
Top Comments by Capterra
Comments
  • Joel C.President
    Review
    4.0

    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.
    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"
    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 !

  • Terry B.Marketing Representative
    Review
    4.0

    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.
    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.
    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.

  • Michael F.Business Development Manager
    Review
    5.0

    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.
    Cost was too high on Salesforce.
    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.
    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.

  • Farhan Q.Product Operations Manager
    Review
    5.0

    Our company uses Pipeline deals for Post sales CRM. We have a lengthy post sales process which includes customer installation of our hardware, online training for customers, subscription renewals with customers and warranty follow ups with clients. In order for us to make our product successful for each customer, it is very important that our team proactively reaches out to the customers regularly to help them out with our product. With each customer attended properly, it results in subscription renewals and product success. Pipeline deals made it an easy task for us. We can schedule our follow ups and add activities in the activities tab every time an interaction takes place. We can also add our custom options and update them on pipeline deals (e.g warranty dates, training status, customer satisfaction level etc). It is easy to see which customers need to renew each month by applying filters.
    -The ability to create custom filters and tabs and then search for customers depending on those. -Ability to quickly add activities and then review status or import the entire thing to an excel sheet. -The support has been very helpful. When setting up our helpdesk on Freshdek, we needed all our deals and data organized for us. Pipeline deals support helped us on getting the data in the right format and at the right time.
    Our helpdesk is running via freshdesk. We are unable to link freshdesk tickets to our deals on pipeline deals.

  • Brian W.Development Consultant
    Review
    4.0

    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.
    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.
    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.

  • Verified Reviewer
    Review
    5.0

    My only experience with a CRM was at a fortune 50 company. It was an in house system that was so difficult to use that no one used it. The 7AM Monday sales meetings were spent trying to understand what each person had put into their CRM and why it was reporting correctly. Needless to say- having and using a CRM was never on my to do list. Having hired an outside sales consultant to build our sales team, I was told a CRM was imperative. Having looked at a few, pipeline deals was recommended to me from a friend in EO. The big guys are way too expensive and bloated for what we needed. Pipeline deals has exceeded my expectations on all fronts. With regards to using the software and its capabilities, I feel like I just opened Excel and am thrilled to learn about the SUM() function. I haven't tapped into the full features offered yet, but I know they are there when we are ready. As for now, I'm very pleased, and everyone can use the software without any training.
    It would be nice if there was a slightly less feature rich program at a reduced price. Again, compared to other CRMs, this one is a no brainer. I would say training, but there are a ton of videos and emails asking if I need help and that's all on me for not taking advantage.