Reviews, Opinions and Ratings for PipelineDeals
Showing 1 — 5 of 5 reviews
What is PipelineDeals?
PipelineDeals
PipelineDeals is a simple and intuitive sales tool designed to help teams track Contacts, Leads and business Deals. PipelineDeals is entirely web-based, which means your account requires no downloadin Learn More →
Wow
Review for PipelineDeals by Impressed on 2012-05-06
After reviewing MANY other CRM solutions, I made the decision to implement Pipeline Deals. For our simple sales cycle, it's absolutely perfect. We have an in-house production management product, so this is really only needed for the front end of the sales cycle and does the job to perfection. It helps me stay on track with current deals and neglected customers, plus they don't require an implementation up-front cost like other solutions.
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Pros: Hesitant towards a solution that didn't offer integrated email, but I've been swayed by how easy it was to BCC inbound and outbound email from my PIM. Simple and instantly useful - Just right and to the point of focusing on progressing deals.
Cons: Email is not integrated, but only a few these days allow the user to view email within the CRM solution, so not a big deal. Haven't found any other detracting features yet!
Review Context: Single sale rep for an organization with heavy pre-sales documentation, so relevant deal history is extremely important as well as attention to neglected clients.
Great for small business
Review for PipelineDeals by Erik on 2012-01-04
For the price it does what we need it to do. Very satisfied with software and support
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Review Context: Small manufacturing company using non employee rep groups to sell products. I manage reps as accounts in Pipeline as well as house accts. and A accounts.
A competitive product if you want straightforward sales automation
Review for PipelineDeals by Adrian on 2011-01-04
On the surface there’s a lot to like about PipelineDeals. Despite some wasted space and curious design choices, the UI is generally clean and straightforward, and manages not to be overwhelming, an achievement in its own right. We like that. We also like the “home” tab, which provides an “at a glance” view of your daily agenda, latest activities, deals by stage, and other general information. It’s an instantly usable product. Dig in a little deeper and the picture gets more complex. PipelineDeals organizes people and companies into three main categories: “leads,” “deals,” and “contacts.” Leads are unqualified contacts that need some sales work: deals are concrete revenue opportunities to be won or lost: contacts are just about everyone else, and can be associated with deals.
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Pros: At $15/user/mo it’s an attractive choice deserving of a good look
Cons: We’re not entirely sold on this trifurcation of contacts. It’s an old-school approach aimed at pushing contacts through an automated pipeline and it suffers from being too linear. It’s a sales automation tool, nothing more, nothing less
Best Uses: Sales automation tool aimed at small businesses
Review Context: SaaS consultant
Easy to use and well accepted sales management tool
Review for PipelineDeals by Michael on 2010-11-09
This product has all the basics of a good CRM solution, contact management, deals management, reprots....It is simple to use which guarantees a good adoption from the sales and marketing team. This has been our main issue with the tool we used previously
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Pros: easy to use = good acceptance from the sales team funnel evolution reports simple dashboard single view of all contacts per company per deal task management (to do lists) feature integration with Outlook and Highrise
Cons: may not have the bells and whistles of higher end products but that makes it easier to use. Not sure it is con actually.
Review Context: funnel management for mid size company, 20+ users, where acceptance of the solution by all the team was the #1 success criteria
A great blend of customization and ease-of-use.
Review for PipelineDeals by AdamV on 2010-09-09
I tried out Salesforce, Highrise and several other CRM apps before going with Pipeline Deals. I feel like CRM packages like Salesforce have way too much stuff/junk and it feels way over built, on the other hand packages like Highrise have virtually no customization and lacks essential features. I am a creative person not a salesperson and I've easily been able to adapt their software to my sales needs. The best part is I can create sales templates to remind me to follow-up and track which of my sales leads have the best return on investment. Since I've started using their software I've been able to keep track of my opportunities and close more deals. I also forward my e-mails to Pipeline Deals, this way I can keep track of all the communication going out or coming in for deal. I can also keep track of which people are associated with the deal. If someone calls me and I haven't spoken to them in six months I can quickly find out what we were talking about.
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Pros: - Adding custom fields is a snap. - I like the social networking features associated with my contacts - The lead and deal templates save me a lot of time keeping track of who I should contact follow-up on my sales. - Customizable interface.
Cons: I would like the Pipeline Deals team to create a project management software as well. Currently I use the Tasks and Events to-dos in the Deals tab to track project management items, it works great for me.
Best Uses: I start tracking my leads under the Leads tab, I use a template to set up sales calls/emails and follow-ups. Once I win the contract to convert the lead to a deal, then I start tracking the deal process until the contract has been finalized.
Review Context: My company is VJIX Creative, we produce online videos. Pipeline deals was one of our first clients, after the project I was absolutely sold on their software. If you try Salesforce and Highrise then you use Pipeline Deals, you will be sold as well.
PipelineDeals
PipelineDeals is a simple and intuitive sales tool designed to help teams track Contacts, Leads and business Deals. PipelineDeals is entirely web-based, which means your account requires no downloadin Learn More →