Recensioni su Pipeline CRM

Its not Salesforce, but it also won't bankrupt your small business

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Nice software but we grew out of it...

Commenti: It's a generic CRM software that you can tailor to your own needs. In the end we needed a software that was specific for publishing.

Aspetti positivi:

User-friendly and very easy to use. You can add all sorts of custom fields for your own reporting and tracking needs.

Aspetti negativi:

No invoicing, no estimates/proposals, the multiple email only works with Gmail accounts, no online payments. It helps you keep track of people, but doesn't really help you bring in the $$$ once a sale has been made.

Sales in our office is all about Volume

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

User-friendly

Commenti: Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way that you can customize it

Aspetti positivi:

The functionalities on pipeline very customizable you can use this for track and sales you can also use this afternoon customer converts

Aspetti negativi:

You have to have accurate data if not you have to build it out and then it’s time consuming

Great for Small Business Sales Teams

Commenti: My company has used Pipeline Deals since around the time they started. We were a very early customer. I started with one sales person and have moved up to about 10 today. The system works great for this size sales team. It's not cumbersome to use as a central system for a small team to stay organized. I highly recommend it to anyone with a sales force in that range. I can't speak to it's scale above that as its my experience up to 10 active reps. They have taken what was a massive set of things reps would need to do in some of the other online systems (lets call it OVERKILL) and boiled it down to activity, opportunities, and centralized performance measurement. Its got all the bells and whistles you need... while not overwhelming you (as the sales manager/owner) or your reps with tons of required extras that clutter their ability to move fast and keep selling.

Aspetti positivi:

The BEST small biz sales relationship management tool we've used (7+ years now every single day) Very intuitive interface. Amazingly powerful API (if you want to code connect it to your own systems) Great customer support team (you talk to real people, in the real office) Extremely powerful list filtering and saved reports tools Constantly adding new features and enhancements to make it more powerful without more "clutter"

Aspetti negativi:

The actual "finished" reporting built-in for sales performance, historicals, trending, etc is lacking quite a bit as far as "management" type reporting goes [its almost all list based reports, no roll ups, etc... you can see everything, but its not presented in any customized executive way, reason I think it works well for smaller teams. But without better aggregation, I dont think it would be fun to manage 25+ reps on something like this]. (It can be done with outside graphing and custom tools using their API but not everyone can do that). Real-Time, Customizable, Formatted Reporting for "summary/trend management" would make this thing a 10 out of 10 !

Experiences With PipelineDeals

Commenti: My job as the Marketing Adviser is to schedule appointments for my team. I have only used PipelineDeals the past 4 months. It is an absolutely terrific way to keep on top of deals falling through the cracks, calendar schedules, my tasks and agendas. They even have a phone application. I know once we get all our calendars synchronized my job will be much better. PipelineDeals is a great asset to have to carry on my work, as I work remotely in Minnesota for my team in Southern California.

Aspetti positivi:

I love the communication part of the services because you are able to share deals and the tracking capabilities are awesome For instance If I add a Person it will let me automatically create a Company and then from there I can create a Deal and track the progression. The reminders of task, agendas and scheduled meeting calendar reminders allow me to have a flow of business throughout the day. I have so much more to learn - PipelineDeals has training at least two or more times a week and they also supply all different training modules. I have a terrific contact that is a live person for a Success Coach who is more than willing to assist our team.

Aspetti negativi:

One area would be better is that now I know to create the Person 1st and the Company will be created right then, however not all the company information shows and so I need to create and retype all the information again, like the address, phone number, email etc. Then two addresses show up. It would be nice when you create the person you create the company, deal with all pertinent information at the same time - then when you add a new person to the deal all that information populates for them that is attached to the company and deal. Also the ability to isolate the deals lost so they do not show up in the whole list-but they are there so your percentages of win-losses are calculating.

Pipeline for Commercial construction customer followup, relationship building, and new Clients

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Excellent CRM for sales teams

Commenti: We love it. The API is very robust so anything that can’t be done in the app can be coded to integrate and work for our own custom reports and integrations. We were one of the earliest customers and have been using it for 8 or 9 years very actively.

Aspetti positivi:

Very flexible custom list reports Unlimited field customization for records Easily manage a small team of reps Very easy to get started using especially if you have not had a strong CRM in your company before

Aspetti negativi:

The morning coffee report lacks data that would be useful for actionable items. Wish it could be personalized and customized to show the data I want each morning. Can’t easily see a company’s “last activity” in a report if said activity was not directly on the record (example on a person or deal attached to the company... in company list views it would show incorrect “last activity”) Permission controls would be great to be more flexible (its all or nothing per user)

Best fit for our Small Business

Commenti: Overall, I like PipelineDeals. It's a good combination of utility, value, and good customer service.

Aspetti positivi:

After trialing 5 different CRM providers, we found some to be complicated. Others required too much manual entry. For me, PipelineDeals met our requirements because it is straightforward to use. In our experience, PipelineDeals' customer service appeared superior with response time and support. Many CRM companies require you to use their knowledge base and do-it-yourself, but Pipeline Deals offers live chat, email and live support (no automated attendant, you call and a live rep answers!) For our small business, great support and quick answers to our questions encourage us to use Pipeline Deals consistently and use it better.

Aspetti negativi:

Wish there were more integrations that made it easier to connect to other programs. I also think the mobile app could be better.

we are not thrilled

Commenti: seems to be a good product, we still have to enter our leads into two systems, too time consuming.

Aspetti positivi:

seems to be a great way to get your database info into the hands of the sales team to work sales

Aspetti negativi:

we have not been able to integrate our database into Pipeline. and the person who was responsible has left the company, he could not get it to integrate either. so we need to reach out, the system is not friendly to us.

Newer User

Commenti: Overall, it's not a bad system and very helpful for following up on sales activities--essential to the job. It's a very good, basic system. I had previously been trained on salesforce from prior employment, so am accustomed to more efficiency. I loved their charts and graphs, as well as the funnel for production and donut showing levels of call activity. (I like more visuals) Perhaps you have more capability than I am aware of, as I'm not sure I am as well trained as I need to be. I wish there was a tutorial that walked a new user through how to use ALL the features in stages; beginner, intermediate and experienced so that I know I am taking advantage of all that this system has to offer.

Aspetti positivi:

I do like that it allows me to set tasks and follow updates, as well as appointments. Also that this activity transfers to a monthly calendar so at a glance I can tell if I'm on target for activity and quickly project what my signings should be based on activities. Creating my own reports is a real aid to follow up, especially on hot prospects; thus more efficient.

Aspetti negativi:

Not as efficient as it could be. Duplication of files as well as unnecessary duplication of effort (extra keystrokes) which waste valuable time. (ie: you search for a prospect name and it shows no such person, instead of storing that data, the user has to retype it again to add the person to the database. If I add a new prospect and create tasks and complete in same day, I have to add the task, make my notes than go out to homepage, click on prospects name to than mark the task as completed in order for that task to show up on my calendar page...same for events added and completed in the same day. It works fine if I list taks/events on 1 day and work on them on a later date.

Overall PipelineDeals Review

Commenti: We use PipelineDeals to manage incoming new business leads / potential clients. We typically get new requests and then input the information all at once into each category (which is cumbersome—i would love to be able to open person/company/deal as one step, as i have lots to copy/paste into the forms—it would help to have all that possible at once as I get the information piecemeal from emails, linkedin, etc.)

Aspetti positivi:

I do like the way I can split out my incoming client roster by deal, person, or company. I appreciate that I'm able to create upcoming tasks based on any of those categories.

Aspetti negativi:

I find the way deal/person/company is split out into tabs (and otherwise into a table view) to be cumbersome. I think some deep, clever, interesting, strategic user experience based on how real people would like to use this kind of tool would be key for bringing PipelineDeals to the next level. I also do like that i can bring in LinkedIn bios into PipelineDeals with a Chrome extension, but I do wish two things: 1) i could do that for companies as well as individual people, and 2) i could be offered a way to edit the info quickly before i submit it into PipelineDeals. Example: i use Evernote, and the plugin allows me to choose a page to grab, but before it's done it allows me to change the name of the note, add tags, etc.

More Bang for the Buck!

Commenti: Having used SalesForce.com in prior sales/marketing roles, it is hard to deny SF's dominance and superiority in the CRM space. However, it is equally hard to deny that SF is the highest priced solution available, especially when you factor in the investment of time and consultation fees required to tailor SF for your specific needs and preferences. Given this we began a diligent search through the CRM jungle to determine if there was a CRM solution that offered most of the same capabilities as SF "out of the box", for less money. Our matrix of candidates winnowed down very quickly to Pipeline Deals. PLD provided all of the SF type capabilities that we needed, such as email tracking, mass email tracking, account & deal history management, remote access via iPhone App, Deal stage tracking, customization, and excellent customer service. So, all of the attributes and capabilities that we admired about SF were present in PLD, but for much less money, and with a much easier set-up process, and with a much better and more accessible customer service team. PLD has been an exceptionally good CRM for our needs and expectations at a more competitive price point.

Aspetti positivi:

Ease of use and capabilities. Customer service. iPhone App. Email Tracking. Email interface.

Aspetti negativi:

Calendar doesn't sync with my Outlook or iCal calendars. There is no 'Click to Dial' VOIP option. Historical view under a contact or deal is a little cumbersome and wonky. Does not have SF's capability in customizing the historical view, Person view, company view.

A Great CRM Tool for Small Teams

Commenti: Overall, the service has been invaluable to us as a small organization. Especially in a small company that experiences turnover with apprentices and interns coming through in sales roles, it has been extremely easy to make sure conversations are not ignored or missed.

Aspetti positivi:

The ability to cc the service on emails and have the contact immediately integrated and updated in the Pipeline dashboard is extremely helpful to track not only yourself but the rest of your team and progress on past and current conversations. Additionally, the ability to add contacts directly from LinkedIn makes it very easy to add contacts with extra steps.

Aspetti negativi:

It is easy to get unorganized on the platform and once that starts, it can be a challenge to get everything back on track. Because the search bar is very exact in its search results, it can be easy to miss targets with different potential spellings or with apostrophes and other symbols in their names which can lead to creating duplicate profiles that go unnoticed for some time.

Middle of the Road

Commenti: The entire point of this type of software is to be able to scale customer relationships and extract data to make decisions re: those relationships and customer profiles. When it takes days to produce reports, the purpose is defeated.

Aspetti positivi:

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

Aspetti negativi:

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.

Perfect for us

Commenti: without this software, we have no better way to manage communication with customers, we are dealing with hundreds of new and old customers everyday, and we only need 2 or 3 employees to do that. everything is recorded in the deals and we know what is going on (without relying on our memories). Communication between team members is fanstasic, we dont even have to work side by side to communicate.

Aspetti positivi:

Nice and simple design, easy to use, lots of useful function, easy to customize, great support. what else? almost perfect, our team rely heavily on this software everyday to deal with hundreds of clients and so far it has never disappoint us

Aspetti negativi:

not too sure.. maybe cannot 100% customise the function. but this is not an in-house built CRM and so far it works perfectly for me and i believe it will do for many small medium business.

Great Program to keep you Organized!!!!

Commenti: We are constantly having to call set appointments and followup calls with our clients and without pipeline I would be lost. The days of the black binder and writing down all the appointments is over. This way when I update something my whole team can see the update so they don't repeat the process I just completed. If you don't have a system in place that keeps your clients informations safe, organized, and easy to manage get this one! If you do, through it out and get this one!

Aspetti positivi:

It keeps everything organized and easy to update. You don't have to go to edit and then save just simple click on what you would like to update and hit enter. We have numerous appointments and we have to be on time, pipeline keeps me on time!

Aspetti negativi:

the reports could be a little bit more user friendly, I would like to run a report for a certain entry without having to select the whole field and it doesn't seem to want to do that. other than that it is a great tool for our business.

Good CRM for the price

Commenti: I like Pipeline Deals. I think they are a great basic sales CRM. Easy to navigate and search.

Aspetti positivi:

I really like how you are able to have all notes and conversations in chronological order from the deal/contact page. It helps you stay on top of what is going on with the individual or deal. The system is not overwhelming like a lot of other CRM systems i have used. I think it would best fit with small-medium size sales teams.

Aspetti negativi:

I really wish that there was some type of automatic customer engagement built in. Maybe some a text messaging feature. Also, I wish that we could be contracts in the system that can automatically go out using a signing service. From what I know, these features are offered.

Perfect for small business

Commenti: P.D. has allowed us to organize our client contacts, track our sales pipeline, and overall better manage our direct sales program.

Aspetti positivi:

We've used Pipeline Deals to create the very first CRM for our small business. It's helped our sales pipeline become much more organized and enable better tracking of projects from lead to close. It's extremely easy to use, especially toggling between contacts and deals, and creating a new person/company/deal all at once. I export the data to create sales reports, and have been happy with the smoothness of that process. We've also recently started using MailChimp for email campaigns, and the two programs communicate well.

Aspetti negativi:

The price per user license isn't cheap, so we haven't set up everyone in the organization - only the 2 key personnel. With the email integration, a good number of emails get attached to the wrong deal. The algorithm reads the names of other people in the company and attaches them to other deals, so I intermittently have to clean up the data, which is somewhat time consuming. Haven't figured out a way to avoid this. Also, I'd like to be able to save different list views more easily than the software allows. Overall, very few complaints!

South African views

Commenti: PipelineDeals has brought structure and order to our sales efforts. We are also easily able to migrate a pipeline from one resource to another if a person leaves. Finally it has given us a very clear view of the size and status of our pipeline

Aspetti positivi:

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.

Aspetti negativi:

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.

Frustrating

Commenti: Seems it has potential to be a useful tool, however in spite of working with my IT team and PD support countless times - including screen shares, removing & reloading the program, replacing my computer, and much more....in 2.5 years it has never worked as intended. Super frustrating!!!

Aspetti positivi:

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

Aspetti negativi:

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.

Pipeline Deals Review

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

Aspetti positivi:

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.

Aspetti negativi:

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.

Affordable, customizable, user friendly CRM.

Aspetti positivi:

My only experience with a CRM was at a fortune 50 company. It was an in house system that was so difficult to use that no one used it. The 7AM Monday sales meetings were spent trying to understand what each person had put into their CRM and why it was reporting correctly. Needless to say- having and using a CRM was never on my to do list. Having hired an outside sales consultant to build our sales team, I was told a CRM was imperative. Having looked at a few, pipeline deals was recommended to me from a friend in EO. The big guys are way too expensive and bloated for what we needed. Pipeline deals has exceeded my expectations on all fronts. With regards to using the software and its capabilities, I feel like I just opened Excel and am thrilled to learn about the SUM() function. I haven't tapped into the full features offered yet, but I know they are there when we are ready. As for now, I'm very pleased, and everyone can use the software without any training.

Aspetti negativi:

It would be nice if there was a slightly less feature rich program at a reduced price. Again, compared to other CRMs, this one is a no brainer. I would say training, but there are a ton of videos and emails asking if I need help and that's all on me for not taking advantage.

Pipeline Works!

Aspetti positivi:

Pipeline has so many different features that are wonderful for tracking different areas of Sales. I am certain not all of them are utilized, but it is nice to know they are there And the responsiveness of the crew when you have a glitch in the software. Very knowledgeable.

Aspetti negativi:

The date sorting. It is limited in how to get the dates on reports swiftly or comparison of years. OR maybe, It is operator error on my part and I just do not do it right. If that were the case, I am certain that the group at Pipeline would direct me in the right direction swiftly as that is how they are!

Huge database keeps us organized

Commenti: Every client is in the database. We can tell if they have signed an NDA, where they are, all their contact info, who the client belongs to and more. You can also add Deals and add people to the deal

Aspetti positivi:

All contacts are in one place. If a client calls, we can all tell if that client 'belongs' to another Agent.

Aspetti negativi:

It is a big database so sometimes it is slow to load. Also there are so many features that I am still learning hew to utilize them all