PipelineDeals

Excellent CRM I actually enjoy using

What do you like best? The usability is very well thought out. PipelineDeals does all of the little things great which add up to great user experiences. I call it intelligent design. In addition, the feature set is rich. I have tried other CRMs and eventually hated going into them. Not with PipelineDeals. You get your work done faster without screaming at the system. What do you dislike? Nothing I can think of. I would like if it integrated with Harvest so I can see invoices within ...

Clean, simple and effective for all staff

What do you like best? Easy to use and functionality is key for what our team requires to keep track of their clients and sales. What do you dislike? Manual integration when entering leads from different sources. What problems are you solving with the product? What benefits have you realized? Helps keep track of teams interaction with customers

Pipeline seems like it was written for my company.

What do you like best? Intergration with Google and MailChimp work seamlessly. Organizing tasks among employees make life so much easier. Organizing customers in different groups is outstanding for marketing. What do you dislike? I dislike how every time I enter a phone number I have to enter the ( and -. This drives me crazy and is a waste of time. Recommendations to others considering the product: If you are tired of your old and cumbersome CRM that you have been using for years, ...

awesome

What do you like best? it very easy to use and generates business What do you dislike? nothing it is very easy to use very simple Recommendations to others considering the product: get it u will love What problems are you solving with the product? What benefits have you realized? it has helped us check on deals and close them

Organized and Efficient

What do you like best? The format of the website and how the activity has templates. What do you dislike? Sometimes things might not load but it is very rare. Recommendations to others considering the product: I am not really sure as I do not go out of my way to talk to many people who might us or maybe they use it already. What problems are you solving with the product? What benefits have you realized? Being organized and keeping tasks on check.

The Crystal Ball

What do you like best? As a Kitchen Repurpose and Remodel company, one of the most important parts of our business is marketing and sales. PipelineDeals for us is like a crystal ball. We are able to look in at any moment and see what we have bid vs what we have sold, what marketing efforts are returning good ROI and which aren't and how we may proceed in the future in all of our advertising spends. For us it is also a way to manage our design/sales team to let us know how things are ...

It has helped us organize the sales and operations team.

What do you like best? The organization of the tool. It allows different teams within the company to obtain information relevant to the pipeline. It helps us to make decisions. What do you dislike? I would like to have mails that can advise me of deals that will expire, so I can make the follow up. Recommendations to others considering the product: Next year we will be integrating Pipeline deals to our operations tool, that will help Sales and Customer Care associates to perform ...

Dashboard for all

What do you like best? Friendly end user application that provides all in once information about prospects and clients. It Will be modified and the reports easily to download. Reports can feed other method of communications to provide KPIs inclusive make decisions upon the data. What do you dislike? Sometimes everybody can change some information important for the others. Delimited functions could help in the future. Recommendations to others considering the product: Authorizations ...

Simple and Fairly Easy System

What do you like best? Employees are very helpful when called with questions and response time is excellent. What do you dislike? Spreadsheets and report layouts are somewhat difficult to create ie the agenda page was difficult for me to get the layout I wanted and to also be able to print it as well. What problems are you solving with the product? What benefits have you realized? Benefits are that I can use to to schedule may days and weeks if I put the work in it to populate it

The solution that built sales capacity & effectiveness

What do you like best? The interconnectivity between the different areas of the software - deals, to-dos, people, agenda, etc. It makes it much easier to work with the solution while enabling each sales person to accomplish more in the same time. We are all more accountable in a positive and motivated way. What do you dislike? So far the solution has been able to meet all our needs and we as still learning and discovering new features. Recommendations to others considering the ...