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The Right CRM Tool to Help You Sell Smarter
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).
Typical customers
Platforms supported
Support options
Training options
Value for money
4.4
/5
618
Starting from
29
/user
Per month
Value for money contenders
Functionality
4.0
/5
618
Total features
63
6 categories
Functionality contenders
Overall Rating
4.4
/5
618
Positive reviews
307
246
52
8
5
Overall rating contenders
David T.
Computer Software, 1-10 employees
Used daily for 2+ years
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We are scattered in 4 countries and we need a central contact system and reminers/calendars for the whole team - Pipeline Deals provides what we want and everyone uses Pipeline every day
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
Brian W.
Education Management, 11-50 employees
Used daily for 1-2 years
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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.
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.
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.
Howard F.
Financial Services, 1-10 employees
Used daily for 2+ years
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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...
Amazing email and Link tracking on outbound emails. Best support in the industry. They understand the sales process adult the software package around that.
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
Phil S.
Market Research, 11-50 employees
Used daily for 2+ years
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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!
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.
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
Irene C.
Food & Beverages, 11-50 employees
Used daily for 6-12 months
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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.
-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
-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 has the following pricing plans:
Starting from: $29.00/month
Pricing model: Subscription
Free Trial: Available
Q. Who are the typical users of Pipeline CRM?
Q. Does Pipeline CRM support mobile devices?
Q. What other apps does Pipeline CRM integrate with?
Pipeline CRM integrates with the following applications:
Microsoft Outlook, RightSignature, 123FormBuilder, Zapier, Bedrock Data, Google Docs, Gmail, Google Workspace, Google Drive, Userlike, Geckoboard, Help Scout, Bitium, Callmaker, LinkedIn for Business, Quickbooks Online, Google Calendar, Yesware, Mailchimp, Operations Hub, Microsoft Excel