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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Showing 81-90 out of 533
05/28/19
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 ...
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05/28/19
WOnderful First Time Experience
What do you like best? Online chat for questions really helps me when I'm not too sure what to do or i forgot how to do a certain task. I think everybody should really use this. I love Pipeline deals. I love getting messages asking me if i need help and getting tips for the usage . What do you dislike? nothing,. I think everybody should really use this. I love Pipeline deals. Pipeline deals has every aspect of the sales process literally at your fingertips. What problems are you ...
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05/28/19
I have been using SF since so many years but found Pipeline Deals more friendly users!
What do you like best? I liked the most audit trail part i.e., while communicating with clients, I always keep pipeline mail box in bcc..in order to have trail of all my emails stored for anyone to refer. This feature I liked the most. Also system is not asking about too much information from the users. It's not cumbersome to fill all the required information in the system. What do you dislike? Some of the fields are not relevant in adding a new company/people. It would be good if ...
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05/28/19
Happy Customer
What do you like best? I have really enjoyed the simplicity of this system with the versatile ability to meet my needs of a contact manager. This system has been able to help my work stay organized and keeps me on the ball. The way it automatically adjusts the time zone with where people are located around the globe is a fantastic feature that is perfect for someone that has business worldwide. What do you dislike? I have used this system for over a year and the only thing I dislike ...
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05/28/19
pipeline contacts
What do you like best? The assign tasks bar. I am able to organize strategic times to reach out to customers. I also find it helpful with recording specific times. Pipeline lets you easily add a contact and a deal seamless and easy. I am able to record both times and dates for call backs as well as what it is I am following up with. What do you dislike? I do not like how many notifications I recieve when I add a task or assign something to myself. Once I type in a task a pop up[ bar ...
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05/28/19
Pipeline is an easy system to use especially for people who are not technically savvy.
What do you like best? I like the functionality of Pipeline. I am able to change multiple accounts at one time which makes it quick and easy to utilize. What do you dislike? I dislike how when you are entering information and you don't quite have the spelling correct the system doesn't find the account. If I type in, for instance, Jobs LLC and the account only has Jobs it won't find it. What problems are you solving with the product? What benefits have you realized? I've realized ...
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05/28/19
Long Time User
What do you like best? Its the most affordable way to get eyes on your projections What do you dislike? the app struggles to make stage review easy What problems are you solving with the product? What benefits have you realized? We have started to use it for measuring work in progress along side just projections by creating a WIP category.
05/28/19
PipelineDeals is ideal for bootstrapping startups
What do you like best? Kind and helpful support and when I need them they help What do you dislike? Be able to keep notes simpler in PEOPLE - Recommendations to others considering the product: It's Affordable What problems are you solving with the product? What benefits have you realized? simple outbound emailing
05/28/19
Solid product; much better than Salesforce
What do you like best? Pipeline is intuitive. Other CRMs (aka Salesforce have convoluted rules for where you can add or access contacts or deals. With Pipeline, you can get anywhere from any screen. No more having to go to an account, then an opportunity, then a contact to enter a note. All of the data is available from any screen. What do you dislike? When I'm clearing my daily tasks, I can mark a task complete but I don't have the option to create a follow up task from that screen. I ...
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05/28/19
Accountant/Financial Advisor
What do you like best? The ability to search companies with ease and make comments on each client What do you dislike? Your website at times take a while to load and it can be slow Recommendations to others considering the product: Pipeline is a real great tool to use and keeps all your clients information together What problems are you solving with the product? What benefits have you realized? We are able to keep our clients in order and all of my team is able to access it
