9.2
Spot Score
Streamline your sales pipeline and close more deals.
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Pipeline CRM has emerged as a standout solution for businesses looking for an affordable yet feature-rich platform to manage leads, sales, and customer relationships. Users consistently praise its intuitive design, ease of use, and robust customization options, making it an ideal fit for small to medium-sized businesses or sales teams seeking simplicity without ...Read more
Intuitive and easy-to-use interface, with strong customization options, accommodating both basic and advanced users.
Affordable pricing compared to alternatives like Salesforce, offering robust functionality for a fraction of the cost.
Excellent customer service, including responsive, human support for troubleshooting and guidance.
Powerful tools for organizing and tracking sales pipelines, deals, and customer interactions, improving workflow and productivity.
Limited integrations with third-party software like ZoomInfo, QuickBooks, or AMS systems, which impacts workflow efficiency.
Occasional lags or delays when loading data, especially after updates or when handling large data sets.
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MP
Mitchell P
09/20/19
Pipeline Deals Review
What do you like best? I love how it feels like it is organized like Excel. If you have experience with excel, PLD will be a breeze. They also have USA based support staff. What do you dislike? I wish I could store files in folders inside each deal. I could then organize files within deals where a lot of information is being shared. Recommendations to others considering the product: Get it, it's awesome! What problems are you solving with the product? What benefits have ...
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L
Lowell
09/09/19
Useful customer management software.
PROS & CONS What are the best aspects of this product? I love the ability to make calendar invites directly in Outlook and the invites are automatically saved in Pipeline and vice versa. I can keep my customers engaged thanks to the customer relationship management. Also, I can easily find every information I need in the Pipeline page within customers group. I love how all the features makes my work run easily without any effort. What aspects are problematic or could work better? ...
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UI
User in Public Relations and Communications
09/06/19
Easy to Filter Accounts & Get the job done!
What do you like best? Been using PipelineDeals for over a year now, and love how easy it is to filter our company data. Updating and making changes is easy, and presents everything I need to know at a glance. Customization is great, updates to the system from the Pipeline team is fast. Overall, I really love the software and what it does to help me stay on top of things. What do you dislike? Occasionally the system hangs when I update an account - but a quick refresh of the account ...
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C
Christopher
09/03/19
Keep track of your business progress with Pipeline Deals
PROS & CONS What are the best aspects of this product? This software helps me to keep track of all the deals by assigning documents, email, threads and contact information of the client. On the other side, keeps track of my team’s progress and company’s income. Thanks to sales dashboard I can see all deals ordered by stages and percentage, so I can see how much progress we had last month and how much work we have in coming period. All in all, Pipeline Deals saves us a lot of time when ...
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DJ
Darcy J
08/05/19
Only as good as your sales people
What do you like best? Pipeline Deals is an easy way to manage your Sales Pipeline. It gives you both team and individual visibility and allows you to run rudimentary email campaigns. What do you dislike? Whie there are a lot of features, they are quite hard to make the most of if your not tech savvy. What problems are you solving with the product? What benefits have you realized? We needed a CRM that integrates with our internal system, was cost effective and allowed us to ...
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07/13/19
CRM software solution very popular. Effective and simple.
What do you like best? The best software with sales relationship management tools ideal for small businesses, we have used (more than 1 year every day Very intuitive interface. Amazingly powerful API (if you want to code, connect it to your own systems. Excellent customer service team (you talk to real people, in the real office. What do you dislike? One thing that can take a long time and be annoying is that if you delete a company, it will not eliminate people within the company. You ...
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MD
Michael D
07/13/19
CRM software solution very popular. Effective and simple.
What do you like best? The best software with sales relationship management tools ideal for small businesses, we have used (more than 1 year every day) Very intuitive interface. Amazingly powerful API (if you want to code, connect it to your own systems). Excellent customer service team (you talk to real people, in the real office). What do you dislike? One thing that can take a long time and be annoying is that if you delete a company, it will not eliminate people within the ...
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06/08/19
ITS OK
What do you like best? THE OCCASIONAL STRONG LEAD THAT CAN BE CONVERTED What do you dislike? LOTS OF PPL WHO DIDNT DIRECTLY INQUIRE AND DONT WANT ME CALLING THEM What problems are you solving with the product? What benefits have you realized? ZERO
06/07/19
Great Customer Service
What do you like best? Very Organized , easy to use, great customer service What do you dislike? Everything is awesome I can't think of anything to dislike Recommendations to others considering the product: I highly recommend What problems are you solving with the product? What benefits have you realized? I like that I can communicate with the sales reps through Pipeline It helps us stayon the same page.
05/31/19
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 ...
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