Pipeline CRM
About Pipeline CRM
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.
Pipeline CRM is the most adopted CRM with 83% user adoption, compared to 61% adoption by Salesforce or Dynamics 365 (validated by G2Crowd).
Pipeline is a powerful CRM to help you streamline operations, standardize 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.
Key benefits of Pipeline CRM
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Reviews
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- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Top crm software we've used in credit card processing sales
Reviewed on 2018/06/22
This reduces data entry and streamlined our process. Love it
This reduces data entry and streamlined our process. Love it
Pros
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.
Cons
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.
- Industry: Market Research
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
A powerful tool for planning sales activities
Reviewed on 2019/02/05
Overall I find it a very good tool - my challenge really is just to utilise the full range of...
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!
Pros
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.
Cons
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
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Have used the product for 7 years and I think it's the best CRM out there by far
Reviewed on 2017/11/16
AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they...
AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they click on an embedded hyperlink be at a YouTube video a PDF whichever you know in real time. There's built-in redundancy and overlap here which is actually quite useful. As splash screen is generated in real time when that activity takes place. In addition there's a icon with a chronological indication of who clicked on what and thirdly you can go into the deal profile and see everything that they put down whenever you choose. The integration with Google for work is tight and very well done. There's an icon that goes into Chrome that allows you to click on it and when someone has connected with you on LinkedIn it auto-populates your pipelinedeals with their contact information saving you a lot of copy and paste activity from LinkedIn. When are various team members have to look at or touch her file we know who has done what when in a way that's very intuitive. The software learning curve is trivial for new people coming on board. The tech support is American based and primarily young ladies with nice voices. If you have a problem they actually give no attention at solving your problem. I can go on and on but the best sale is using the product for free for 2 weeks on a trial version. I have used the software for 7 years and it's my favorite software it's made me a lot of money.
Pros
Amazing email and Link tracking on outbound emails. Best support in the industry. They understand the sales process adult the software package around that.
Cons
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
- Industry: Food & Beverages
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Modest tool that offers great support
Reviewed on 2019/02/06
We could personalise Pipelinedeals enough to suit our needs as a company, specially in terms of...
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.
Pros
-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
Cons
-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
- Industry: Government Administration
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Functional and Nible
Reviewed on 2019/02/07
We're better able to keep track of our contacts throughout the City across multiple team members as...
We're better able to keep track of our contacts throughout the City across multiple team members as well as track long term projects and assign various tasks to team members. We're also able to report out our progress which is helpful in making sure we're on target to meet our goals.
Pros
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.
Cons
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.
Pipeline CRM FAQs
Below are some frequently asked questions for Pipeline CRM.Q. What type of pricing plans does Pipeline CRM offer?
Pipeline CRM offers the following pricing plans:
- Starting from: US$29.00/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. Who are the typical users of Pipeline CRM?
Pipeline CRM has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Pipeline CRM support?
Pipeline CRM supports the following languages:
English
Q. Does Pipeline CRM support mobile devices?
Pipeline CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Pipeline CRM integrate with?
Pipeline CRM integrates with the following applications:
123FormBuilder, ActiveDEMAND, Aircall, Asana, Bedrock Data, Bitium, CallRail, Callmaker, Clearbit, Dialpad, Elementor, Finder.io, Formstack Forms, FullContact, Geckoboard, Gmail, Google Calendar, Google Docs, Google Drive, Google Workspace, Gravity Forms, Help Scout, JustCall, Kixie PowerCall, LinkedIn for Business, Mailchimp, Microsoft Excel, Microsoft Outlook, Operations Hub, Outlook Export, Pabbly Connect, Paycove, QuickBooks Online, RightSignature, RingCentral Engage Voice, Trello, UpLead, Userlike, Vonage Business Communications, Yesware, Zapier, ZoomInfo Marketing
Q. What level of support does Pipeline CRM offer?
Pipeline CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat
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