Pipeline CRM
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.
Pipeline CRM is the most adopted CRM with 83% user adoption, compared to 61% adoption by Salesforce or Dynamics 365 (validated by G2Crowd).
Pipeline is a powerful CRM to help you streamline operations, standardize 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.
Key benefits of Pipeline CRM
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- Industry: Nonprofit Organization Management
- 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 9.0 /10
Easy to use with customizable reports
Reviewed on 2019-02-12
Overall, our organization has had a very positive experience with PipelineDeals. Years later and...
Overall, our organization has had a very positive experience with PipelineDeals. Years later and we're still learning how to customize and utilize the options.
Pros
Mostly, I like that I can create reports based off of several different types of data, from custom field data to monetary figures.
Cons
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.
- Industry: Computer Software
- Company size: 11–50 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 6.0 /10
Excellent Value!
Reviewed on 2019-02-10
Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is...
Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is easy to teach to new employees and easy to use on a day-to-day basis.
Pros
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.
Cons
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.
- 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 2017-11-16
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: Retail
- Company size: 51–200 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
Inside Sales Help
Reviewed on 2019-02-08
Again I do not have a lot of experience with Pipeline, but what I do have I really enjoy. It makes...
Again I do not have a lot of experience with Pipeline, but what I do have I really enjoy. It makes it very convenient to follow up with leads which is important to me.
Pros
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.
Cons
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.
- Industry: Automotive
- Company size: 1,001–5,000 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
PipelineDeals has increased our revenue by over 300%!
Reviewed on 2019-02-13
Using the software is as easy as it gets. Working with the support team is always a pleasure!!
Using the software is as easy as it gets. Working with the support team is always a pleasure!!
Pros
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.
Cons
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.
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: US$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, ActiveDEMAND, Aircall, Asana, Bedrock Data, Bitium, CallRail, Callmaker, Clearbit, Dialpad, Elementor, Finder.io, Formstack Forms, FullContact, Geckoboard, Gmail, Google Calendar, Google Docs, Google Drive, Google Workspace, Gravity Forms, Help Scout, INinbox, Import2, JustCall, Kixie PowerCall, LinkedIn for Business, Mailchimp, Mailchimp Transactional Email, Microsoft Excel, Microsoft Outlook, Operations Hub, Outlook Export, Pabbly Connect, Paycove, QuickBooks, QuickBooks Online, RightSignature, RingCentral Engage Voice, Trello, UpLead, Userlike, Vonage Business Communications, WebMerge, Yesware, Zapier, ZoomInfo Marketing
Q. What level of support does Pipeline CRM offer?
Pipeline CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, 24/7 (Live rep), Chat
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