PipelineDeals

The Right CRM Tool to Help You Sell Smarter

4,4 /5 (606 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

Stay on top of all your team's activities.
Get organized to accomplish more in less time.
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: Stay on top of all your team's activities. PipelineDeals screenshot: Get organized to accomplish more in less time. 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
301

Very good
246

Average
50

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.


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.


Mark B.

Pipeline Deals Review

Their support was good and they keep trying to evolve the product which is good.


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.


Verified Reviewer

Solid little CRM but with few native integration options

I use it every day, and it gets the job done. I know the job could get done in a much better way if we migrated to something more powerful, but the thought of upending our entire sales process to new software seems like too much effort for the reward - for now at least.


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 2020/04/07
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

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 2019/02/08
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

Mark B.
Industry: Computer Software
Company size: 11-50 Employees

Pipeline Deals Review

Used Daily for 2+ years
Reviewed on 2020/08/25
Review Source: Capterra

Their support was good and they keep trying to evolve the product which is good.

Pros

It was pretty easy to set up and create custom view reports so we could track sales and onboarding activities. It synced to my email which was great.

Cons

We tried to use it for project management tracking for onboarding activities. While it sort of worked for that, the number of notification capabilities had quantity limits on it and it would have been good if notifications could have gone to customers too for each project and not just internal people.

Response from PipelineDeals

Hi Mark, thank you so much for your review and feedback. We take product feedback very seriously and really appreciate it!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

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 2020/04/28
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

Verified Reviewer
Industry: Legal Services
Company size: 11-50 Employees

Solid little CRM but with few native integration options

Used Daily for 2+ years
Reviewed on 2020/02/06
Review Source: Capterra

I use it every day, and it gets the job done. I know the job could get done in a much better way if we migrated to something more powerful, but the thought of upending our entire sales process to new software seems like too much effort for the reward - for now at least.

Pros

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.

Cons

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.

Response from PipelineDeals

Hi There, thank you for your review. We would love to speak with you about it to learn more. Please feel free to call us at 866-702-7303 or email [email protected]

Rating breakdown

Ease of Use

Likelihood to recommend: 7.0/10

User recommendation
8,2/10
Based on 606 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 606 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
Customizable Branding
Customizable Reporting
Customizable 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 606 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:

    ,

    Q. What languages does PipelineDeals support?

    PipelineDeals supports the following languages:

    English

    Q. What type of pricing plans does PipelineDeals offer?

    PipelineDeals has the following pricing plans:

    Subscription

    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