Pipeline CRM vs. Thryv

It is great for managing multiple sales people and the ability to see where the company is in sales cycles. Great for our forecasting. The ability to track email opens has helped us with next steps as well.

Incentivized

Thryv is not for everyone! It all depends on the needs of the individual's business. If they are wanting to scale back on the number of tools they have to use and pay for, to accomplish their business needs and those tools include a scheduler, Social Media planning/posting tool, an email marketing tool, etc. then Thryv could be for them! If they are looking for a tool to automate some of the communications with their clients, Thryv could be a fit there, too! BUT if they are a small business, solopreneur, and need to start with the entry package BEWARE! The Premium package doesn't have the basic things that the more expensive packages do. One is a customized email signature so you can have you logo, picture, etc. in your email signature. This wasn't offered at all a year ago. I asked for it to be added. Evidently others did too because this week I got an email that they had added it BUT NOT for the Premium Package. Something that is basic that EVERYONE should have access to BUT you have to pay more! It didn't make me feel like a valued customer that's for sure.

Incentivized

• 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.

Incentivized

• Allows me to send unlimited socail media posts and emails.
• Allows me to collect information on customer.
• Allows me to have all my customers info in one safe place.
• Creates posts for my social media 12 times a month.
• Keeps my webite up to date and helps me with updates.
• Has the most amazing customer service via chat and phone.

Incentivized

• 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.

Incentivized

• I await the day that Thryv can integrate with Xero.
• Google Messages integration would be handy.
• There have been less than a handful of days where the site crashes and I have to reload it several times to get it to work properly.

Incentivized

If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew

Incentivized

The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer

Incentivized

It is very easy to use and the features are great for the ones we utilize. If you have any issues at all, customer service or our sales rep is great to work with and fixes what issues I have. They are always willing to help out and to follow up to make sure you don't have any more issues.

Incentivized

Any time I have had questions or issues that have come up I've always been able to get a quick response and a resolution to what I was needing.

Incentivized

Although getting through to the right person may take a while, they have the ability to take over your screen and always assist with whatever you need.

Incentivized

We are currently using HubSpot for one of our other companies and it has been great. The marketing integrations that come with it blow PipelineDeals out of the water. On top of that, it also has a ticketing system in it where you can tie customer issues to a customer in the CRM.

Incentivized

I chose Thryv not just because the price was budget-friendly but because of the ease of use and ability to learn how to leverage the platform to meet my business's growing needs.

Incentivized

• Visibility. Tracking and seeing our activity increased our productivity.
• Encouraging. Seeing our progress made it more encouraging to keep going when things were hard.
• Tracking ROI: Our ability to see our ROI on our marketing and sales efforts was powerful in adjusting our efforts as a company.
• Followup Efficiency: Knowing who we need to reach out to and when is very helpful when managing multiple contacts and leads.

Incentivized

• Increased Social Media Presence has kept us in touch with clients
• I believe our overall package has resulted in increased web traffic. More clients are finding us through social media and web searches than any other year before.

Incentivized