Pipeline CRM Reviews

Mostly, I like that I can create reports based off of several different types of data, from custom field data to monetary figures.

Least of all I do not like that one can't remove past users. We can create an archive team and place them there, but their data and names show up in places where deals cross over still. I'd like to see an option where we can either completely migrate their data or delete totally.

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.

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.

Personally I like how easy it is to access all of my deals with just a couple of clicks. Also as an inside sales representative, in my particular profession, I do not see a lot of leads that I need to follow up on so the ones that I do need to follow up on are that much more important. Pipeline Deals helps organize and reminds me daily about which leads I need to follow up on. It also allows me to make custom notes and set various times and dates in which I am reminded to follow up.

I haven't used Pipeline deals for a long time, but one thing that I would like to be able to do is upload my quotes onto pipeline deals. It would be nice to have that information attached to the customer's profile for quick access.

PieplineDeals is incredibly easy to customize and use. We have over 100 PipelineDeals users across our franchise group. EVERY user has made it clear that they would not be able to track sales progress as easily as PipelinDeals has made it.

There are no real cons to PipelineDeals! I only say this because when there is a feature that is not already built into the program, you can put in a feature request and the development team will add the feature.

We love the ability to assign territory, accounts and leads to a specific group or individual this eliminates people contacting the same merchant. We are able to know when an account needs follow up, we can properly document the process and paperwork throughout. Nothing falls thru the cracks with this. I love being able to upload excel files quickly. This also allows us to drop market emails to merchants as well.

This is definitely more expensive than similar crm systems but you get what you pay for. If your a small organization might not be for you.

Pipeline Deals does not overwhelm you with unnecessary features. It's powerful and easy to understand. Customer support is outstanding, but you probably won't need them often.

I would like to be able to easily copy name and address info to paste into other applications like into a word for a letter/ contract, or even an envelope. As it is, when copying I tend to accidentally grab extra text (the word "map," specifically.

Simple - not too many exotic features - does the basic job, and you can learn it quickly in the first morning. All the team can share contact - before everyone had their own spreadsheet. Also inexpensive.

Incoming email capture is not in the basic plan

Customization Column selections under the "Agenda" tab allows for flexibility in the "look." Very useful when looking at work in cue. "People" tab provides same flexibility and makes it easy to find leads/contacts for various needs: Status, Source, Activity. etc. For the visually oriented reader the "Calendar" is a great organizational tool and contains all the right information in an easy to read format with optional "Month, Week, Day" layouts. Once one distinguishes the difference between "Contact" and"Lead" the power of the link is tremendous time saver. The "Activities" field is flexible and allows for cutting and pasting data from other sources such as emails. Great tool to track past conversations and to document activity. Many other great features: Search tool, report options, and scheduling feature to mention a few.

The layout in the "Contact Info" box is awkward and unclear. Contact, Owner, Company (Funeral Home) information is interspersed in an illogical way. The layout of data fields under the "Custom fields-other" bar is massive and difficult to navigate when looking for a specific item. It is a jungle of data fields without a clear path. It appears that to learn how to use specific features of this package you have to leave your current page. It would be helpful to have hint/definitions {drop-downs] embedded with critical fields similar to the "Status:" field. Ex: "Type"-Contact does not link to Digicon, Lead links to Digicon. Takes a lot of time to master the basics.

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.

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.

Improvement to contacts and being able to view only key contacts is very helpful.

Being able to easily manage a view and save it.

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

Building sales page, but I can't access them. I can't access anything and the cusotmer service is THE WORST I"VE EXPERIENCED IN ANY INDUSTRY

I haven't been able get past the a frozen blue screen after logging in. Customer service is appalling, if they decide to get back to you it takes at least 24 hours, and the standard response is we've reset your password (which is not the fix). I created sales pages using this app, which scrambled my domain certificates and has created a massive mess -- and customer service response...we've reset your password.

I like the flexibility and customization of the software - our ability to be nimble and implement feature that benefit my sales team quickly, and even in real time is impressive, and it supports the team wonderfully! We are better able to deliver on our service commitment and meet our goals as a result!

There are still some features we'd love implemented, such as the ability to set a default choice in a custom field - but we know that their developers are open minded to include our suggestions.