Pipeline Reviews

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.

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.

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

Great iPhone app. The desktop app is easy to use and easy to customize.

No major cons. A few key features inside the software, such as business card scanning and possibly mapping a route for salespeople, would be great but would only extend the value of PLD.

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.

Here's what I like about pipeline deals: First, it has a very intuitive user experience - it makes sense. Second, It is very customizable so that you can tailor it to exactly what information you're looking for. Third, it integrates with Mailchimp which we also use. Fourth, you can easily search companies, people, and deals as separate items.

I wish that it would have a little bit more integration with other programs. It has some integrations, but for instance, it does not integrate with our project management software so we can't automate certain functions that in a perfect world, we could.

It is easy to maintain communications with team members about individual accounts with email transcriptions.

Every time I tried to produce a report and excel sheet or .csv files with various iterations of customer profiles, it took at minimum 48 hours to "build the report in the background and have it emailed to [me]." I made a request just yesterday afternoon that still has not been emailed to me (the report only has about 3-4K lines of data). I once got an email of a request I'd made weeks later after I had to find a workaround. That is honestly disgraceful.

Flexibility, accessibility, ease in use, automation, simply import/export features, mobile use,

In next release, I recommend having a user-defined access level for Executive users to ONLY have access to certain work-groups assigned to them for certain projects, and not limit this feature to Managers with users that work directly under them.

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.

The customer support is good. I like the Deals section. I think it is excellent the way it organizes the sales pipeline.

The connection between company record, deals record, and individual record. Something seems awkward about it all. The information about the person's company and their names do not always seem linked among these three parts of the database.

The ease to setup the software based on our requirements. At the time the requirements were fairly basic, however this increased over time and PipelineDeals could adapt to our growing needs easily. We achieved the end goal of having PipelineDeals the centre of our sales activities.

We weren't able to do revenue forecasting based on what the company wanted to see. Perhaps it is more a fact that we haven't been able to find the feature within PipelineDeals as yet.

There are many aspects that should be excellent, including an intuitive navigation and some really smart features.

The email sync does not work as intended, and therefore complicates many of the subsequent processes. Additionally there are some automated follow up rules - whether initiated by the system or by a former fellow teammate/user I'm unclear...but - they screw up task lists and are buried and very difficult to uncover.

PipelineDeals makes the job of managing our sales calls so simple. It naturally focuses our sales team's efforts....always moving leads forward to a resolution. Management loves it because they can see exactly where the team stands in achieving its goals.

I'd love it if the training videos were easier to find....new staff always seems to have trouble with this.

Software is easy to use, but could be more explicit in each category.Example , in stage category, there should be an update section instead of having to go to activity or the deal summary.

The software falls short in allowing you to input all information needed for the deals. consequently you have to fall back to the summary and expand on the deal there. Example , deals with multiple term offers.

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.

This program is easy for users to begin using and to travel to different pages/functions. We also like that the report function can be customized to our needs then exported for use in other ways (mailing list, follow-up, etc.)

There used to be a feature to schedule follow-ups with leads onto a personal calendar. That was helpful and would like to see that come back.