TrustRadius Insights for Pipeline CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Flexibility: Users have found the flexibility of Pipeline CRM to be a major advantage, allowing them to set it up according to their specific needs and preferences. Several reviewers have mentioned that this level of flexibility has been crucial in adapting the software to fit their unique business requirements.
Customization: The level of customization offered by Pipeline CRM has exceeded the expectations of many users. They appreciate the ability to tailor the platform beyond what they initially expected or needed. This high degree of customization has allowed them to create a CRM system that aligns perfectly with their business processes.
Ease of use: Reviewers consistently highlight the ease of use of Pipeline CRM, emphasizing that despite its powerful capabilities, navigating and effectively using the platform is always straightforward. They appreciate how intuitive it is to browse through large groups of data, create custom filters, and manage tasks and events tied to specific individuals.
We are currently using PipelineDeals as our B2B and B2C sales CRM. We also have it fully integrated with our digital contracting software and our lead vendor so leads are being automatically created. Leads are then automatically pulled from PipelineDeals to start a contract. We also have integrations in place to automatically updated deals once the contract is finalized.
Pros
User interface.
API integrations.
Configurability.
Cons
Marketing.
Email integrations.
Likelihood to Recommend
If you have a small business where you are trying to keep things simple, then PipelineDeals is a perfect fit. Once you get to where you are wanting to tie your marketing efforts and create marketing campaigns that are tied to leads, it starts to miss the mark.
VU
Verified User
C-Level Executive in Information Technology (201-500 employees)
We track all leads and categorize them into buckets, size, location, opportunity, salesperson, how they heard of us as well as tracking where leads are in the sales cycle.
Pros
Sales tracking
Email and calendar integration
Sales visibility
Cons
UI could be better
IPad app
Reporting
Likelihood to Recommend
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.
Our sales force uses pipelinedeals CRM to log deals and interactions with contacts. We experience the system as something that streamlines an operation problem but doesn't offer much else to solve the business requirements. [There are] no strong tracking capabilities, [there's] not a strong sales console, basic dashboards, little customizability, no predictive analytics, etc. We're looking to upgrade.
Pros
Does the basic CRM trick
Cons
Customizability
Sales Console & Dashboard
Features
Automation
Likelihood to Recommend
Honestly, I believe there are better free options available on the market.
Pipelinedeals.com was used primarily to manage our contacts, leads and deals for our sales and marketing efforts. There was some use by our project management team in the initial stages of working with our clients. We set up various tags, lead and deal stages and reports to quickly access the information we needed when we needed it. The extent of the reporting gave us visibility to see where our leads were coming from and what type of deals were closing. After years of data, there were great reports we were running to assess our progress over time.
Pros
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.
Cons
There was not really anything it didn't do well that had an impact on our organization.
Likelihood to Recommend
Pipeline Deals is a great resource to quickly implement a CRM. It is easy and fast to set up an account, import your date and start using it. Both basic and advanced users will value the tool. If you are looking for something extremely simple (like Highrise HQ), this may not be the best fit.
PipelineDeals was implemented to solve a broad range of issues across the organization. We implemented at a company that has a tremendous amount of leads coming in from a few automated sources, but also leads input from various personnel. We tested/implemented two other services before PipelineDeals CRM, and the reason we chose PipelineDeals was because it was very comprehensive from the "front of house" operations to the back-office financial and provisioning operations. We used every single module of PipelineDeals CRM because issues from lead generations to sales fulfillment and future customer follow up were critical to the success of the project.
Pros
Flexibility - we found that we could modify PipelineDeals CRM very easily (as you can with other services), but that PipelineDeals CRM didn't hiccup with the extent of modifications made to the system. Everyone will need to modify the system to fit their business profile, and the ease of modification is important, but the real key is the ability to easily manage the system and the extensions you've put in place.
Support - when you license and implement any solution, you're going to run into issues/bugs. PipelineDeals CRM is very responsive and very good, and they didn't waste our time making us go through multiple levels of support to prove we actually had a problem. There weren't many issues, but the ones we encountered were addressed quickly, and they spent time with us on things that we weren't clear on, even providing some direction on the best way to set up categories of users, products, tasks, etc.
Comprehensive nature - we tried other services and found that PipelineDeals CRM did a good job of handling leads through sales and customer follow up. Other services were heavy on lead management or pre-sales functions, or helping with information related to sales activities, but did nothing to support after-the-fact operational personnel.
Cons
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.
Likelihood to Recommend
This is an area where I feel people fall down in the process. First - spend time up front defining your organizational processes, and goals. Don't even think about a solution until you've spent time defining the process. We spent time with every facet of the organizational process, and defined a workflow and diagram of each key process. This allows you to determine where you can get some process automation (service-based automation) versus workflow (human eyeballs and decisions on a procedure). Out of this exercise you will definitely see the critical "must-have" features and functions in any solution, and frankly it's pretty easy from there. Most people start asking a bunch of questions, and they don't know what they're trying to answer. In addition, most organizations avoid this step because it's difficult. But it is essential and lays the groundwork for a successful project and a much, much easier deployment.
We're a media company that regularly invites individuals to appear on our radio show or to blog for our site, and we use Pipeline Deals to keep a database of all the people we've invited or who have worked with us or communicated with us in the past. We compile contact information and organize people based on industry and title and can easily browse in order to determine who to invite. We also use it to keep track of communications in a common place.
Pros
It allows you to create a high level of custom fields specific to your own needs. Our purpose for its use is not strictly sales, so to still be able to use it in a way that's organized and provides all the information we need about an individual is very strong.
Browsing through large groups is fairly simple. I can create custom filters to sift through the entire database and find a custom list of people whom I want to contact. It's very simple if you know you only want to find people of a certain type or who you contacted within a certain amount of time.
I like the ability to create tasks and events tied to specific individuals I'm in touch with as opposed to an unorganized To-Do list. It's easy to know when to follow-up, contact, etc.
The ability to BCC PipelineDeals so that all emails or communications are linked with that individuals specific file works well and could be very useful to many individuals.
Cons
Unlike Salesforce, PipelineDeals isn't as good about tying other people's contact info and communications to a single person, for instance creating accounts for a company and then having multiple people within that company. If this functionality exists and I'm not proficient with it, I'm not clear on the best way to keep it all organized and it isn't obvious.
It is strictly a sales CRM, so there are many features that aren't particularly relevant outside of a sales setting, such as dollars within a pipeline or Hot/Cold markers that aren't that great of markers or notifications for the things I require.
Likelihood to Recommend
It's very suited if you are doing sales, and it can be applied to other use cases in terms of outreach, as I've been able to do, but it's not a perfect fit and it will require some customization to get the best use out of it, but that's likely true of any CRM.
