¿Quién utiliza este software?
Organizations of all sizes, in all industries.
Valoración media541 reseñas
- En general 4.5 / 5
- Facilidad de uso 4.5 / 5
- Atención al cliente 4.5 / 5
- Funciones 4 / 5
- Relación calidad-precio 4.5 / 5
Detalles del producto
- Precio de partida $25/mes
- Detalles de precios 10% discount for customers who pay annually
- Versión gratuita No
- Prueba gratis Sí, consigue una prueba gratuita
En la nube, SaaS, web
Móvil: nativo de iOS
Móvil: nativo de Android
En directo en línea
Datos del proveedor
- Fundada en 2006
PipelineDeals is the #1 most adopted CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. PipelineDeals is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Today more than 18,000 users in 60 countries use PipelineDeals to gain visibility into their sales pipeline to accelerate opportunities and close more deals.
Funciones de PipelineDeals
- Acceso móvil
- Almacenamiento de documentos
- Evaluación de clientes potenciales
- Gestión de tareas
- Gestión del territorio
- Integración de automatización de marketing
- Integración de chat interno
- Integración de redes sociales
- Marketing por correo electrónico
- Presupuestos y ofertas
- Sistema de calendarios o recordatorios
Las reseñas más útiles de PipelineDeals
Revisado el 5/2/2019
Pipeline deals for post sales CRM
Comentarios: Our company uses Pipeline deals for Post sales CRM. We have a lengthy post sales process which includes customer installation of our hardware, online training for customers, subscription renewals with customers and warranty follow ups with clients. In order for us to make our product successful for each customer, it is very important that our team proactively reaches out to the customers regularly to help them out with our product. With each customer attended properly, it results in subscription renewals and product success. Pipeline deals made it an easy task for us. We can schedule our follow ups and add activities in the activities tab every time an interaction takes place. We can also add our custom options and update them on pipeline deals (e.g warranty dates, training status, customer satisfaction level etc). It is easy to see which customers need to renew each month by applying filters.
Puntos a favor:
-The ability to create custom filters and tabs and then search for customers depending on those.
-Ability to quickly add activities and then review status or import the entire thing to an excel sheet.
-The support has been very helpful. When setting up our helpdesk on Freshdek, we needed all our deals and data organized for us. Pipeline deals support helped us on getting the data in the right format and at the right time.
Contras: Our helpdesk is running via freshdesk. We are unable to link freshdesk tickets to our deals on pipeline deals.
Revisado el 31/3/2016
Great for Small Business Sales Teams
Comentarios: 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.
Puntos a favor:
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"
Contras: 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 !