About Pipeline CRM
Most sales leaders believe their bottom line and growth is affected by having inaccurate and incomplete sales data. Choose a CRM that your sales team will actually use so you can make business decisions based on data you trust, not a gut feeling. PipelineDeals is the most adopted CRM with 83% user adoption, compared to 61% adoption by Salesforce or Dynamics 365 (validated by G2Crowd).
PipelineDeals is a powerful CRM to help you streamline operations, standardized processes, and ensure service levels are being met. Shift culture to absolute accountability and transparency. Create better process, habits, and behaviors. Increase revenue and profitability.
30-Day, 100% satisfaction guarantee or your money back. We're so confident you'll love PipelineDeals CRM, that we're offering a 100% money back guarantee within 30-days of purchase. No questions asked.
Key benefits of Pipeline CRM
10 seconds, live chats are answered in 20 seconds, emails responded to within 20 minutes during business hours. 96% Customer satisfaction rating!
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Reviews
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- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Director of Sales, Eastern Region
Reviewed on 12/02/2019
Overall we are very happy with the change to Pipleline Deals.
Overall we are very happy with the change to Pipleline Deals.
Pros
We moved from using ACT for 20 years and by doing the trial for a month and studying the online videos and training we made an easy transition to Pipeline. No Regrets in changing. Out technical staff is also happy as they don't have to worry about our upgrades or weekly syncs. Plus the system has some features we did not have before.
Cons
The biggest issue is the ease of printing. Currently that only means printing labels for mailers /postcards. Of course you can do by doing mail merge with excel and word but it is a little more time consuming than just clicking a menu option to print (and of course learning how to do if not done before).
- Industry: Education Management
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
It's a bit manual but does what it says on the tin.
Reviewed on 12/02/2019
Overall, PipelineDeals works well as a manual CRM system, however, it is very easy for the system...
Overall, PipelineDeals works well as a manual CRM system, however, it is very easy for the system to become a mess of conflicting information as third party integrations and automation for menial tasks are close to non-existent. This means that unless users are incredibly reliant on quality control of their data and input, which as human error comes into the process becomes difficult to manage effectively. A suggestion would be to have the system pick up and associate new client contacts with the business domains and suggest in the system where the person should go, rather than defaulting to creating a company that doesnt exist which then has to be manually edited to the correct company.
Pros
Journey mapping throughout the deal process was clear and easily traceable throughout the sales cycle. Clear indications of the health of leads as well as the ability to integrate events and notifications into your workflow were definitely a plus point.
Cons
Integration with third-party applications and software is minimal, support is unfortunately only localised in the US so international clients will have significant delays in customer service. Automation is also severely limited, forcing users to be very manually focused in their day to day tasks where other service providers have the ability to automate menial tasks through the platform to increase the time spent on productive work.
- Industry: Financial Services Software
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Have used the product for 7 years and I think it's the best CRM out there by far
Reviewed on 16/11/2017
AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they...
AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they click on an embedded hyperlink be at a YouTube video a PDF whichever you know in real time. There's built-in redundancy and overlap here which is actually quite useful. As splash screen is generated in real time when that activity takes place. In addition there's a icon with a chronological indication of who clicked on what and thirdly you can go into the deal profile and see everything that they put down whenever you choose. The integration with Google for work is tight and very well done. There's an icon that goes into Chrome that allows you to click on it and when someone has connected with you on LinkedIn it auto-populates your pipelinedeals with their contact information saving you a lot of copy and paste activity from LinkedIn. When are various team members have to look at or touch her file we know who has done what when in a way that's very intuitive. The software learning curve is trivial for new people coming on board. The tech support is American based and primarily young ladies with nice voices. If you have a problem they actually give no attention at solving your problem. I can go on and on but the best sale is using the product for free for 2 weeks on a trial version. I have used the software for 7 years and it's my favorite software it's made me a lot of money.
Pros
Amazing email and Link tracking on outbound emails. Best support in the industry. They understand the sales process adult the software package around that.
Cons
The Android cell version is not as robust as I would like but frankly I never use it anyways since the cell phone has two little real estate to be a value
- Industry: Market Research Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
A powerful tool for planning sales activities
Reviewed on 05/02/2019
Overall I find it a very good tool - my challenge really is just to utilise the full range of...
Overall I find it a very good tool - my challenge really is just to utilise the full range of features. i.e. I'm sure there are even more great ways I can use it still to be discovered!
Pros
Is fairly easy and quick to master the basics, with plenty of extra power available to dig into as you get experienced with the platform. Has allowed me to keep much better track of contacts and my communication / activity with clients and prospects. The ease of setting up different filtered 'lists' (e.g. opportunities, pending proposals, commissioned projects etc.) and easily adjusting filters 'on the fly' is one of my favourite features.
Cons
When we first imported our data from a different CRM system we did experience some difficulties - with some accounts people associated with different (wrong) staff members. So, I think this is something to talk to the Pipeline Deals support team about proactively UP FRONT - i.e. to maximize your chance of the switchover going smoothly
- Industry: Food & Beverages
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Modest tool that offers great support
Reviewed on 06/02/2019
We could personalise Pipelinedeals enough to suit our needs as a company, specially in terms of...
We could personalise Pipelinedeals enough to suit our needs as a company, specially in terms of sales information management, we did not acquire the CRM tool yet . We are able to manage our deals and leads in a centralised way.
I strongly recommend this tool, it is modest but effective. I strongly believe the team behind it is passionate about their jobs. They are releasing new functionalities every while and customer service is excellent.
I think it is the perfect fit for small/medium companies.
Pros
-Great support service, friendly, fast & effective
-Easy to learn, it has a lot of potential to personalise it depending on the company needs
-Great value for the price, specially if we compare it with other software, much more expensive and in which the learning time it is a bit longer
Cons
-Constraint in terms of reporting, they have developed an API for excel to export personalised reports, however I believe more functionalities around reporting should be developed
-Tutorials and webinars are mainly focus for beginners, it would be nice if you develop some more customer support for those who have been using the tool for a while, I believe the tool is a bit lack of this kind of material
Pipeline CRM FAQs
Below are some frequently asked questions for Pipeline CRM.Q. What type of pricing plans does Pipeline CRM offer?
Pipeline CRM offers the following pricing plans:
- Starting from: $29.00/month
- Pricing model: Subscription
- Free Trial: Available
14-day free trial, no credit card required. Start: $25 per user, per month (billed annually) Develop: $33 per user, per month (billed annually) Grow: $49 per user, per month (billed annually) Custom plans are also available for larger teams.
Q. Who are the typical users of Pipeline CRM?
Pipeline CRM has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Pipeline CRM support?
Pipeline CRM supports the following languages:
English
Q. Does Pipeline CRM support mobile devices?
Pipeline CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Pipeline CRM integrate with?
Pipeline CRM integrates with the following applications:
123FormBuilder, Bedrock Data, Bitium, Callmaker, Geckoboard, Gmail, Google Calendar, Google Docs, Google Drive, Google Workspace, Help Scout, INinbox, LinkedIn for Business, Mailchimp, Microsoft Excel, Microsoft Outlook, Operations Hub, Quickbooks Online, RightSignature, Userlike, WebMerge, Yesware, Zapier
Q. What level of support does Pipeline CRM offer?
Pipeline CRM offers the following support options:
Email/Help Desk, Knowledge Base Software, Phone Support, Chat
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