Opiniones de Pipeline CRM

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

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

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

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Sales in our office is all about Volume

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Excellent CRM for sales teams

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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

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

Puntos a favor:

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.

Puntos en contra:

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

Truly terrible customer service

Comentarios: The customer support was terrible.

Puntos a favor:

None. We used it for awhile as our outbound sales rep liked it, but, nobody else in the office did.

Puntos en contra:

Truly awful customer service. Didn't offer any help or solutions to problems we had and when I communicated that we were frustrated and considering other options the rep told me, "go ahead, there's plenty of others out there".

Pipeline Deals Fan

Comentarios: I manage a global sales network. I use PLDs to manage their sales process across many time zones and geographic locations. This tool has helped greatly to understand what is happening and where.

Puntos a favor:

I have been using PLDs since 2010. It took me about two days to set up a custom sales tool that meets our specific needs to manage the sales pipeline, and I am not particularly technical. Sales Force told me that I would need a consultant and about 2 weeks to get this done. Over the past 8 years PLDs has implemented many refinements and improvements and new features. Underlying all of this is the excellent support provided in the form of the knowledge base, video tutorials that are byte sized, and support agents who are knowledgable and personable. I can buy software from anywhere. My choices are based on what happens when I have a problem. Pipeline Deals excels at providing great support!

Puntos en contra:

This is not really a PLDs-created issue, however I use LinkedIn to generate leads by importing a contacts picture, email address, phone number etc. Around 2014, LinkedIn has changed their code and PLDs was unable to support this feature. I really miss that feature.

Easy to use CRM

Comentarios: We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level. Its very easily adaptive and the interface itself is very clean. Offers great reporting features as well. We are also using Pipeline Deals as our daily task management system and it let us very easily manage our followups and daily to'dos

Puntos a favor:

We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level.

Puntos en contra:

Nothing as such. As for now, we are very much satisfied with PLD and it covers most of all our requirements.

PipelineDeals is the only standout CRM I have administered.

Puntos a favor:

Pipeline has assisted my organization to effectively designate our sales approach and follow-up with our most juicy customers. We use the Pipeline Calender feature to properly manage sales calls we need to make ,and everyone on the sales team can now properly track all of our most important projects. The entire sales team stays on the same page , as every sales person is able to read notes left by others on every profile page ; ensuring they simply need to continue from where their colleagues stopped and avoid repeating sales milestones already accomplished by others.

Puntos en contra:

I want Pipelinedeals to improve on its search functionality to effectively combine tagline search results.

Pipeline CRM really changed how I relate with my customers, I keep almost all of them!

Comentarios: So far so good, Pipeline CRM is effective and easy to use at the same time.

Puntos a favor:

I love the way Pipeline CRM has a robust collection of features that make my everyday customer management so easy, no headaches.

Puntos en contra:

Pipeline CRM can get a little expensive for starters like myself.

Newer User

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

A good "basic" CRM.

Comentarios: Overall it's been pretty good. Your response to emails is non-existent and that's frustrating. Information doesn't always save the fist time you input it so you have to input it a second time quite often. It's a good "basic" CRM. I don't like the fact you buried the "Daily Task List" in with all the Deal info. I liked the task list being sent separately to us so it sticks out and is more visible. Right now it's buried with all the other info and often gets overlooked by the reps.

Puntos a favor:

1) It's Excel on steroids so if you understand Excel, you can learn this for the most part. 2) It's "customizable" to some degree. 3) You can recover deleted info if somebody accidentally deletes it.

Puntos en contra:

1) No way to filter out notes by person or department 2) Very difficult to track demos by model number of machine. Have to "trick" the system basically to do it which makes it hard to train. 3) Customer service response via email is non-existent. It's "ok" if you call in though usually.

Envizi PD Review

Comentarios: Overall, PD works sufficiently to meet 80-90% of what we need. The lack of logging of data on field changes do make some reporting difficult.

Puntos a favor:

UI is very intuitive, the excel style dashboard on companies/ deals/ people is great. Its a solid CRM that does most of what you need from a CRM.

Puntos en contra:

1. PD does not log changes made on the fields, and on some part that it does, it is not easily accessible / extract-able to build a report from. I.e. Qualification status at Company level, can be "To be Qualified" -> "1st Qualification Meeting Done" -> "Qualified in" or "Qualified Out". The fact that PD does log field changes, makes it difficult to report on overtime progress. What can be reported on is limited to the current snapshot. 2. No automatically calculated field for Enforcement. i.e. Deal amount is equal to $X from product A + $X from Product B + $X from product C, it will be great if deal amount were to be changed, PD can prompt a message to enforce that the $X from Product A/B/C is also updated and sums out properly. 3. When creating an Agenda, there is an Agenda Type. Once the Agenda is completed, the Agenda Type detail cannot be retrieved, PD will only show the Agenda Title and Description.

Solid little CRM but with few native integration options

Comentarios: I use it every day, and it gets the job done. I know the job could get done in a much better way if we migrated to something more powerful, but the thought of upending our entire sales process to new software seems like too much effort for the reward - for now at least.

Puntos a favor:

Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting.

Puntos en contra:

The core functionality of a CRM is pretty basic, it's just a database with a lot of custom variables (fields) associated to each entry. What makes a CRM powerful (or not) in my opinion is the ability for the software to integrate with other software in your business stack. This is the Achilles heel for Pipeline Deals, as the options for integrations are extremely limited.

Enabling your salesforce without bogging them down in process

Comentarios: Pipelines solves the issue of providing the reps with an easy to use and quick solution to account and deal management whether in the office or on the road which provides no excuse for not adding relevant data as it happens or shortly afterwards resulting in more time to sell and more available data for management.

Puntos a favor:

Ease of use across all platforms including mobile make the sales reps ability to use this for look-ups, recording notes, task and deal management very simple.

Puntos en contra:

forecasting is not great from a management perspective, the ability to manipulate the forecast into a hierarchy that goes from rep to manager to VP etc is non existent unless you customize it. Also major account management where you want to have access to political spheres of influence on an org chart for example or interconnected deals can not be done without attachments

Jeff Abel's Review of PLD (Company - Heating Green)

Comentarios: Overall, I've had an excellent experience. Their customer service is very prompt and helpful if you ever have an issue. There are numerous plug-ins available from 3rd party vendors if you want additional functionality (eg click to dial).

Puntos a favor:

PLD is intuitive to use and it can be customized to best fit what you need. Console management is great to use, it's easy to set tasks and follow up with leads. PLD syncs with our email (Google Platform) and so it's simple to track emails through the CRM and see the activity history. Logging calls and other manual data entry is straightforward. As with most CRMs there's multiple ways to accomplish and manage what you need, I personally find the "Deals" console (customized to the fields that I want to see) is the most useful, and tasks associated with deals are sorted in chronological order. Deals without tasks show at the top of your console (eg hot deals ready to close). Ability to color code with the status also helps with prioritization.

Puntos en contra:

Reporting capabilities are not as robust as I'd like. For example, you can currently only set parameters on a report based on a positive value and not a negative value i.e. "if ___ = "XX" ~versus~ if ___ does not = "XX" " There are also a few minute glitches in the system, and a few areas which efficiency can be improved (eg when creating a deal, have the primary contact on the company auto-fill into the contact field on the deal).

There is NO other option than Pipeline Deals for CRM as far as our company is concerned!

Comentarios: We have been a customer with Pipeline Deals for many years. We are extremely pleased with the quality of customer service and continued growth and development of the application. Pipeline Deals is such a useful tool that we not only use in our global ministry, but also our Christian Resort and multi-national corporation. We have NEVER had any downtime or experienced any inconvenience, so Pipeline Deals has EARNED our 100% trust as our preferred technology tool to manage all of our contact data.

Puntos a favor:

Flexibility, accessibility, ease in use, automation, simply import/export features, mobile use,

Puntos en contra:

In next release, I recommend having a user-defined access level for Executive users to ONLY have access to certain work-groups assigned to them for certain projects, and not limit this feature to Managers with users that work directly under them.

User-Friendly & Comprehensive

Comentarios: Pipeline deals creates an easy, user-friendly, & fairly comprehensive way to keep track of customer data, customer relationships, and job progress. It offers a wide variety of tools to help plan, track, communicate, and understand how to improve. Great tool.

Puntos a favor:

It's integrated with QuickBooks Online. Paperwork can be uploaded to deals or people so everything needed can be kept in one spot. The activity timeline makes finding information easy and accessible for everyone. Permission can be given to or restricted for certain users.

Puntos en contra:

The lack of automated functions. Calendar only gives one color per person (which cannot be chosen by the user), which sometimes makes it difficult to navigate one's own schedule. "Customers" is a bit useless for what we do here.

Great for small business

Puntos a favor:

Pipeline has many features that are easy and the filtering options are great. The reporting is pretty basic and as long as you do not have a lot of Sales people or too many products it is great. The deal feature is better than other softwares. the limitations on "task", no way to audit or add checklist etc., as well as not being able to tag and segregate your list in more detail needs to be looked into. We have unfortunately switched to another software that has these capability as well as being a great CRM and has more customization options.

Puntos en contra:

It also does not have any marketing features built in which if you sell and market for your position then you will want a software that can manager your customers, contacts, sales, products, and email marketing. the limitations on "task", no way to audit or add checklist etc., as well as not being able to tag and segregate your list in more detail needs to be looked into. We have unfortunately switched to another software that has these capability as well as being a great CRM and has more customization options.

Pretty Good CRM for the money with good customer support

Comentarios: Pipeline Deals is a reasonable CRM. I've used SalesForce, Hubspot, Insightly, and Zoho. Pipeline Deals rates well with all of the above. I would argue its Deals section is superior to anything else I've tried. On the downside, I believe other CRMs have done a better job with linking the organization with the person globally. E-mail is decent, but there is not a good way to take an incoming mail in from my email client to the contact record. Outgoing email works well and lets me use my mail client so there are not messy third part integrations needed to make my out-bound emails look professional.

Puntos a favor:

The customer support is good. I like the Deals section. I think it is excellent the way it organizes the sales pipeline.

Puntos en contra:

The connection between company record, deals record, and individual record. Something seems awkward about it all. The information about the person's company and their names do not always seem linked among these three parts of the database.

Best Sales & Lead Management CRM

Comentarios: The in-depth data given to the CRM is painful at times where you need to create Company, People and Deal all the time. This can be reduced or connected or needs more automation and connections between each one of them needs more intelligent connections or something .. Overall, Satisfied and happy with the way it handles every lead and its associated info. Need sound, trigger enhancements or something that connects to your actual computer etc.

Puntos a favor:

The to-do's scheduling and the options it gives out to the user to specify whether its a plain to-do, a scheduled appointment/meeting, a call or a follow-up call or email or perhaps important notes. The overall reminders the structure of to-do's with the option to set it for a date is nice.

Puntos en contra:

I won't least about this software but the reminder or follow-ups or to-do's should be popped out or make a noise or something as a alert like what Outlook does ..

Client Success Review

Comentarios: Its a basic sales tool. Unfortunately I'm also trying to use it as a CRM and its not great

Puntos a favor:

Improvement to contacts and being able to view only key contacts is very helpful. Being able to easily manage a view and save it.

Puntos en contra:

I use this platform for CRM and so the inability to customize the homepage is not great. There are many gadgets that are visible that I dont want to see. Being unable to not easily remove deactivated contacts from client page makes it confusing for new users. Client page summary field does not really allow for formatting including word formatting or tables Reporting on sales for the year using the reports table is not great or easy to use

Robust CRM with unparalleled ease of use

Comentarios: We really rely on Pipeline to grow TeamFloral. From the beginning the customer service team has gone above and beyond in addressing the remarkably few issues we've had. When we've lost salespeople Pipeline gave us the ability to seamlessly shift those prospects to new staff and keep our sales process intact without costly hiccups.

Puntos a favor:

PipelineDeals makes the job of managing our sales calls so simple. It naturally focuses our sales team's efforts....always moving leads forward to a resolution. Management loves it because they can see exactly where the team stands in achieving its goals.

Puntos en contra:

I'd love it if the training videos were easier to find....new staff always seems to have trouble with this.

Excellent Value!

Comentarios: Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is easy to teach to new employees and easy to use on a day-to-day basis.

Puntos a favor:

PipelineDeals is very easy to use. I like how the deal, company and people as well as all communication to with the people is rolled into one easy to read page. Adding new fields is also very easy to do - as well as adding new lines to the fields.

Puntos en contra:

What I like about PipelineDeals is that it isn't as complex as other CRM systems. With that said - there are some workarounds - like adding communications with people via bcc on email - that are very cumbersome and not intuitive.

Pipeline Works!

Puntos a favor:

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.

Puntos en contra:

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!