Pipeline CRM

Experiences With PipelineDeals

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

It's a bit manual but does what it says on the tin.

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Truly terrible customer service

Opmerkingen: The customer support was terrible.

Pluspunten:

None. We used it for awhile as our outbound sales rep liked it, but, nobody else in the office did.

Minpunten:

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".

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

A powerful tool for planning sales activities

Opmerkingen: 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!

Pluspunten:

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.

Minpunten:

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

Didn't work out for our company

Opmerkingen: It was very ok, we ended up moving to another software service.

Pluspunten:

Pipeline deals is a decent CRM but it didn't meet our needs. The interface was hard to use and hard to learn. We migrated to Hub Spot CRM instead and are happy with our decision.

Minpunten:

The UI and interface were just not as user friendly as hub spot. We had limitations in functionality and we had to switch.

Excellent CRM for sales teams

Opmerkingen: We love it. The API is very robust so anything that can’t be done in the app can be coded to integrate and work for our own custom reports and integrations. We were one of the earliest customers and have been using it for 8 or 9 years very actively.

Pluspunten:

Very flexible custom list reports Unlimited field customization for records Easily manage a small team of reps Very easy to get started using especially if you have not had a strong CRM in your company before

Minpunten:

The morning coffee report lacks data that would be useful for actionable items. Wish it could be personalized and customized to show the data I want each morning. Can’t easily see a company’s “last activity” in a report if said activity was not directly on the record (example on a person or deal attached to the company... in company list views it would show incorrect “last activity”) Permission controls would be great to be more flexible (its all or nothing per user)

Best fit for our Small Business

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

Pluspunten:

After trialing 5 different CRM providers, we found some to be complicated. Others required too much manual entry. For me, PipelineDeals met our requirements because it is straightforward to use. In our experience, PipelineDeals' customer service appeared superior with response time and support. Many CRM companies require you to use their knowledge base and do-it-yourself, but Pipeline Deals offers live chat, email and live support (no automated attendant, you call and a live rep answers!) For our small business, great support and quick answers to our questions encourage us to use Pipeline Deals consistently and use it better.

Minpunten:

Wish there were more integrations that made it easier to connect to other programs. I also think the mobile app could be better.

Pipeline Deals Fan

Opmerkingen: 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.

Pluspunten:

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!

Minpunten:

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.

Modest tool that offers great support

Opmerkingen: 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.

Pluspunten:

-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

Minpunten:

-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

we are not thrilled

Opmerkingen: seems to be a good product, we still have to enter our leads into two systems, too time consuming.

Pluspunten:

seems to be a great way to get your database info into the hands of the sales team to work sales

Minpunten:

we have not been able to integrate our database into Pipeline. and the person who was responsible has left the company, he could not get it to integrate either. so we need to reach out, the system is not friendly to us.

You Can Do Better

Opmerkingen: If you have the budget for literally anything else, use it. This is a tool built by sales people and does not hold up when compared to how a truly sales-marketing integrative CRM/automation tool should operate.

Pluspunten:

It's cheap, and no recurring subscription fees.

Minpunten:

Without a recurring subscription fee, they have no motivation to help their current customers. They've already gotten 100% of the money their going to get from them. The lead form, despite being embedded on the host site, runs through a redirect, meaning I'm losing all attribution of leads when looking in Google Analytics. I'm guessing where to attribute marketing dollars because PLP is actively preventing me from seeing where the leads come from. I've been trying to work with the support team for months now and when they couldn't answer my question after the first few emails they just started ignoring me. I've sent 4-5 additional emails with zero response.

Experience user

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Great Program to keep you Organized!!!!

Opmerkingen: We are constantly having to call set appointments and followup calls with our clients and without pipeline I would be lost. The days of the black binder and writing down all the appointments is over. This way when I update something my whole team can see the update so they don't repeat the process I just completed. If you don't have a system in place that keeps your clients informations safe, organized, and easy to manage get this one! If you do, through it out and get this one!

Pluspunten:

It keeps everything organized and easy to update. You don't have to go to edit and then save just simple click on what you would like to update and hit enter. We have numerous appointments and we have to be on time, pipeline keeps me on time!

Minpunten:

the reports could be a little bit more user friendly, I would like to run a report for a certain entry without having to select the whole field and it doesn't seem to want to do that. other than that it is a great tool for our business.

Great for small business

Pluspunten:

Pipeline has many features that are easy and the filtering options are great. The reporting is pretty basic and as long as you do not have a lot of Sales people or too many products it is great. The deal feature is better than other softwares. the limitations on "task", no way to audit or add checklist etc., as well as not being able to tag and segregate your list in more detail needs to be looked into. We have unfortunately switched to another software that has these capability as well as being a great CRM and has more customization options.

Minpunten:

It also does not have any marketing features built in which if you sell and market for your position then you will want a software that can manager your customers, contacts, sales, products, and email marketing. the limitations on "task", no way to audit or add checklist etc., as well as not being able to tag and segregate your list in more detail needs to be looked into. We have unfortunately switched to another software that has these capability as well as being a great CRM and has more customization options.

Best Sales & Lead Management CRM

Opmerkingen: The in-depth data given to the CRM is painful at times where you need to create Company, People and Deal all the time. This can be reduced or connected or needs more automation and connections between each one of them needs more intelligent connections or something .. Overall, Satisfied and happy with the way it handles every lead and its associated info. Need sound, trigger enhancements or something that connects to your actual computer etc.

Pluspunten:

The to-do's scheduling and the options it gives out to the user to specify whether its a plain to-do, a scheduled appointment/meeting, a call or a follow-up call or email or perhaps important notes. The overall reminders the structure of to-do's with the option to set it for a date is nice.

Minpunten:

I won't least about this software but the reminder or follow-ups or to-do's should be popped out or make a noise or something as a alert like what Outlook does ..

Love this software, VERY handy and useful

Opmerkingen: Great for getting up and running with leads and sales and a database of info. Super fast to respond to training question, etc. Really like these guys.

Pluspunten:

This software is very user friendly. You can easily fumble your way through it, and even those who didn't grow up with computers ("pre-millennials"). The functionality is VERY customizable. It is fantastic that the software is cloud based and can be used everywhere, and the customer support is truly an awesome team. I have worked with Pipeline Deals for over 3 years, and I managed an entire team on it. It really is a fantastic sales software and a fantastic company to work with.

Minpunten:

The negative is (which is not super negative these days) is the pricing model of a monthly charge per user. This makes is a little challenging for newer companies to afford it. However, I think they have various pricing models today and some that are more affordable. There is nothing free about this software in the world of free "intro" accounts.

PipelineDeals, Say "Goodbye" to Manual Reporting!

Opmerkingen: For a company that previously used Excel, implementing PipelineDeals has been a major complement to our business. My sales department relies solely PipelineDeals to manage our CRM. We have yet to truly dig deep into the capabilities because we are so happy today!

Pluspunten:

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!

Minpunten:

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.

Simple and easy

Opmerkingen: Overall good choice for my business.

Pluspunten:

Pipeline Deals does not overwhelm you with unnecessary features. It's powerful and easy to understand. Customer support is outstanding, but you probably won't need them often.

Minpunten:

I would like to be able to easily copy name and address info to paste into other applications like into a word for a letter/ contract, or even an envelope. As it is, when copying I tend to accidentally grab extra text (the word "map," specifically.

Early adaptor & satisfied user

Opmerkingen: I have used Pipelinedeals.com for over 10 years at two different companies. Their customer service and innovation have been consistent throughout my relationship with them. They continue to set the bar high for themselves with continued improvements and well thought out strategy. I would highly recommend them to anyone looking for a CRM for their team.

Pluspunten:

Ease of use, flexibility, customer service, integration has been great and is always improving.

Minpunten:

I haven't found a problem that the team at Pipelinedeals.com couldn't solve

I love this software

Opmerkingen: I like it a lot. I recently started using it and I love all the features and the different tools this software offers to be able to navigate and make my work load a lot easier.

Pluspunten:

I like how easy it is to use and how everything is very self explanatory. We have used Pipeline for many years and we are very please with the service

Minpunten:

I guess the only thing that could improve a bit more if the reporting section. sometimes it can a bit hard to obtain certain reports.

Pipeline deals is pretty efficient

Opmerkingen: This program is easy to use and easy to learn. uptime has been consistent, and any time there has been issues, support has been very fast.

Pluspunten:

I find the process in creating contacts, and logging emails a breeze. The canned note text saves some time for the repetitive things like left message or sent email or text.

Minpunten:

I find the reporting lacking. I would like to get a better picture of where team stats are at, and over what period of time.

Pipeline for Construction CRM

Opmerkingen: Overall It mostly does what I need, but I do think there could be more powerful features and improvement of the phone app.

Pluspunten:

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

Minpunten:

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

Solid sales territory manager

Opmerkingen: I've used a number of sales and CRM tools and have found PLD to be my favorite. It's easy to control and customize to my needs and delivers a lot of capabilities that really enhance my ability to get the job done.

Pluspunten:

It's relatively easy to use and manage. Has a number of features that allow for customized views and reports for better focus in daily sales activities.

Minpunten:

I would like to see a better or easier integration with Outlook.

Pipeline Deals is an easy to use CRM system

Opmerkingen: It is a very nice way to keep all of your prospects top of mind and be able to track your activity as well as set reminders to do certain tasks.

Pluspunten:

Easy to use - keeps me logged in - custom fields and formatting - interface is simple and smart making it easy to navigate and find what you are looking for. Reporting is easy to read

Minpunten:

doesn't have the ability to search by phone number or add parent companies. Easy to have duplicates.