Who Uses This Software?

Organizations of all sizes, in all industries.


Average Ratings

101 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/month/user
    See pricing details
  • Pricing Details
    10% discount for customers that pay annually
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • PipelineDeals
  • www.pipelinedeals.com
  • Founded 2006
  • United States

About This Software

PipelineDeals is a lead management platform designed to help businesses accelerate revenue growth and account reach. More than 4000 businesses use PipelineDeals for lead management. and is able to integrate with a variety of commonly used business applications. Integrates with Google, Outlook, Excel, QuickBooks, MailChimp, and more. PipelineDeals was named a CRM Leader & received a top customer service award from G2 Crowd, and is a Google for Work Premier Partner


PipelineDeals Features

  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking

PipelineDeals Reviews

changed my business instantly

Aug 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: it is ease of use and how you navigate and do not need training - it is really intuitive and well designed. it is perfect and written simply
would like to run 2 pipelines parallel for 2 product areas that have different sales processes

Overall: using staff to help me and it controlled the communication and outsorucing some of my sales
it has helped to profile my clients and give thought to it
it has also helped redefine my sales process

Vendor Response

by PipelineDeals on August 16, 2017

Thanks for the awesome review Hayley! Best, PipelineDeals Team

Best CRM I 've ever used

Jul 31, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: Intuitive interface which is easy to begin with. Great tool for following customers informations. Maybe you should try to create a new feature in your CRM : Customer Purchasing Cycle like Foxclose.

Cons: synchronisation of email from gmail is not stable which is very disturbing . Please help me on this.

great experience with Pipeline deals

Jun 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: The customer support is superb! They are very responsive and helpful. Also, the layout of the software is easy to navigate and makes my job much easier.

Vendor Response

by PipelineDeals on June 27, 2017

Thank you for the wonderful review Amanda! Best, PipelineDeals Team

The customer support from Liz made all the difference

Jun 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It seems fairly intuitive to figure out the basics of the site (e.g. filtering, customizing results) without having to take a tutorial.

But the best part of the platform is the level of quality customer support that Liz Falvo has provided. Not only has been responsive, but she has also provided candid advice even if it meant more work for her. She is a real asset to the Pipeline business and I hope it is something that the company is aware of.

Cons: - The report email delivery times are unpredictable
- The online report view caps at 50,000
- Connect, the email marketing feature, is limited in volume and customizability

Vendor Response

by PipelineDeals on June 19, 2017

Thank you for your review, Charles!

We are happy with the overall program and it meets all needs for managing our business database.

May 17, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Scheduling and tracking is easy; communication with other team members is good; ease of note taking; we've been able to follow up with prospects more effectively.

Cons: We would like to use more color coding or schemes for our customer profile pages and the calendar. With several people on our team it would help with visual organization.

Overall: It is a great management tool for our team as a whole and to manage our database. Customer relations is key to our success and it helps us stay on top of it so nothing falls through the cracks.

Vendor Response

by PipelineDeals on May 17, 2017

Thank you for the review, Eric! We appreciate the feedback.

Pipeline Deals is ideal for small business

Apr 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: not too complicated - some CRM system have lots of extra unnecessary features

Cons: historical search through contact narrative is not perfect, for instance, if I forget a person, but I met her in Cincinnati, I can't scan my whole portfolio for "Cincinnati"

Overall: I have used Pipeline Deals daily for 2 years. We handle my software sales leads, our language company, my wife's seamstress business, and our Airbnb rentals on this platform. Easy to use, not too complicated. Just the right mix of features and simplicity. Customer support is instant, competent, and friendly.

Recommendations to other buyers: I think this is for small business - it does not have the integrations of Salesforce

Vendor Response

by PipelineDeals on April 18, 2017

David, Thank you so much for the review!

Pipeline Produces

Apr 12, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Comments: I have used other crm's and was hesitant about starting Pipeline. I am pleasantly surprised. I like it and its user friendly.

PipelineDeals is our recommended CRM solution

Mar 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We coach over 100 contractors Nationwide. We recommend PipleineDeals for our clients because of the ease of use, value and customer service

Vendor Response

by PipelineDeals on March 24, 2017

Thanks for the review Brian!

PipelineDeals is top noch

Mar 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Easy to use, keeps me on track, great support

Overall: PipelineDeals has helped me stay extremely organized . From the moment I started using it I feel my close rate has increased. It's easy to use, the support is always there if you have a question and it is great for tracking your goals. I would recommend it to anyone in sales.

Vendor Response

by PipelineDeals on March 23, 2017

Thank you so much for the review, Joe!

Great service, thank you!

Mar 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Comments: PipelineDeals has really made a difference in my business. Now that I know all the functionalities, I can track my business and be able to easily receive notifications on deals that I am shared with. This program helps me to stay organized an on top of things.

Vendor Response

by PipelineDeals on March 23, 2017

Anna, Thanks so much for your review!

Excellent Easy Contact Management Service

Mar 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: Not
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Pros: Easy to use - not complicated with excessive features

Overall: This is easy to use, intuitive, and I have my whole life set up on Pipeline Deals, including our 3 businesses

Vendor Response

by PipelineDeals on March 23, 2017

Thank you for your review, David!

It does exactly what we need it to, brilliant system!

Mar 22, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Great customisable Dashboard. Easy external email management. Task management is so simple. Love the custom fields!

Cons: If I had to be picky I would say it would be good to have more custom fields we currently only have 20 on our plan but we could just upgrade to premium so there aren't any cons really!

Overall: We all love Pipeline Deals here at Fluent Headquarters. It does exactly what we need it to. Great, customisable dashboard to keep track of all our Deals and excellent email management integration to make sure all external emails we are sending and receiving stay tracked within Pipeline Deals. It's simple to use and doesn't over complicate something that shouldn't be complicated!

Recommendations to other buyers: If you are looking for a piece of software to manage your contacts and keep track of account management tasks then I would highly recommend this product. Simplicity at it's finest!

Vendor Response

by PipelineDeals on March 22, 2017

Thank you for the wonderful review!

A good "basic" CRM.

Mar 21, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: 1) It's Excel on steroids so if you understand Excel, you can learn this for the most part.
2) It's "customizable" to some degree.
3) You can recover deleted info if somebody accidentally deletes it.

Cons: 1) No way to filter out notes by person or department
2) Very difficult to track demos by model number of machine. Have to "trick" the system basically to do it which makes it hard to train.
3) Customer service response via email is non-existent. It's "ok" if you call in though usually.

Overall: Overall it's been pretty good. Your response to emails is non-existent and that's frustrating. Information doesn't always save the fist time you input it so you have to input it a second time quite often. It's a good "basic" CRM. I don't like the fact you buried the "Daily Task List" in with all the Deal info. I liked the task list being sent separately to us so it sticks out and is more visible. Right now it's buried with all the other info and often gets overlooked by the reps.

Vendor Response

by PipelineDeals on March 22, 2017

Monte, Thank you for taking the time to share this review. Customer support is our top priority - we do our best to answer the call within 2 rings and respond to emails within 20 minutes. We value your business and will be in touch to address your concerns. Thank you, PipelineDeals

A return to Pipeline

Mar 20, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Ease of use.

Cons: The sales value/r.evenue reporting could be a bit more comprehensive.

Overall: Excellent service. The product has improved since we last had it. Long story short, you would be hard-pressed to find as comprehensive a CRM sales tracking platform that is, at the same time, so easy to use. And you just know they'll keep improving it. Great people stand behind this platform. Courteous, dedicated, and excellent at the follow-up.

Recommendations to other buyers: Some basic CRM catches should be included: 1. Fields for birthdays and reminders. 2. Customer value analytics.

Vendor Response

by PipelineDeals on March 21, 2017

Great feedback, thank you. A little inside information is that we currently released new and improved reporting to an initial group of 100 customers last week. We are collecting feedback prior to launching it more broadly. It is our intention to release new reporting to everyone within a month! Keep an eye out!

A full featured, modern, CRM that integrates with all my systems. Exceptional customer service!

Mar 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Customer service
Flexibility of product
Integrations and API

Overall: Exceptional in every way. PipelineDeals pride themselves on excellent customer service and this is exactly what we have received on all occasions. I wish more services could live up to their high standards! I would wholeheartedly recommend them to organisations looking for a CRM. They are constantly innovating and their product is incredibly flexible and easy-to-use. We are highly satisfied and grateful for their service.

Vendor Response

by PipelineDeals on March 22, 2017

Thank you for the review Nik!

Adaptable, connected, keeps you in focus

Mar 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: The ability to create new templates and processes easily, work collaboratively and keep the eye in the ball

Cons: None

Overall: We were able to standardize our sales and project management processes with ease, with Pipeline Deals working our way and not the other way around.

It is adaptable, extensible, works well in Web and mobile platforms, saves us much time.

Vendor Response

by PipelineDeals on March 22, 2017

Thank you for the review Claudio!

Not a bad word to say

Mar 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: easy to use

Cons: I would like to brand it to my company more but that's me being picky

Overall: I don't have a bad word to say. The customer service is faultless. Pipeline deals are progressive and constantly tweaking their system for better functionality. Clear and easy to use and priceless to our company. Which makes their pricing the cherry on the cake. Thank you Pipeline deals for taking the stress out of my work. I recommend you to everybody.

Vendor Response

by PipelineDeals on March 22, 2017

Claire - Thank you for the review!

Couldn't do my job without it!

Mar 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Ease of use, flexibility.

Cons: None.

Overall: We use the platform for my investment bank and love it. I literally couldn't do my job without it. They are always improving functionality, so it just keeps getting better and better.

Recommendations to other buyers: It's not to heavy, and not too light. It just sits perfectly in the middle.

Vendor Response

by PipelineDeals on March 22, 2017

Hi James - Thank you for the review!

highly recommended by a daily user

Mar 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: Not
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Pros: layout, customer support, email functions

Cons: none

Overall: Almost my entire job is centered around Pipeline Deals, and I'm glad I work with such a great program. The layout is very appealing and clear, and allows for the most efficiency in work and communication. The Pipeline support staff is extremely helpful. thank you for making my job easier!

Vendor Response

by PipelineDeals on March 17, 2017

Hi Amanda, Thank you very much for the review! ~PipelineDeals

Highly satisfied

Nov 11, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Modern look and feel, our tech guy loves the API and most importantly, excellent customer support. We have used PipelineDeals for 6 months now and happily recommend it to others looking for an easy to use flexible CRM.

Cons: Email formatting for templates. Calibri fonts and choice of colours. Choice of dynamic strings.

Overall: Modern look and feel, our tech guy loves the API and most importantly, excellent customer support. We have used PipelineDeals for 6 months now and happily recommend it to others looking for an easy to use flexible CRM.

Excellent CRM for small business

Nov 11, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Ease of use. Great customer support and service.

Cons: Not widely used or known in financial services space so lacks integration with financial industry software.

Overall: Pipeline 's ease of use increases the chances that your team will use it. Easy to create deals, take notes, record emails. Customer service is top notch by both phone and chat.

Vendor Response

by PipelineDeals on November 11, 2016

Thanks for the feedback Andrew!

Not A Fan -- Likely My Fault

Nov 03, 2016
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money

Comments: I was thrown into using this tool without being given the proper support. The entire team used Pipeline Deals, but I know we were blind to most of the features that were available to us. I never took the appropriate steps to get the training I needed to feel comfortable with the tool and its' UI. That is to say, the software wasn't intuitive in my opinion. Lots of subtle keys and features that required backdoor access and product knowledge.

Daves Pipeline

Oct 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Ease of use

Cons: No fault to be found

Overall: Pipelinedeals has become THE most important part of my Sales management and is so user friendly...can't recommend it highly enough.

Recommendations to other buyers: Sign up to it today

Vendor Response

by PipelineDeals on October 06, 2016

Thanks for the review Dave, we appreciate it!

Pipeline Deals - Is No. 1

Oct 03, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: After trialing a lot of CRM's, Pipeline Deals was a clear winner. After using Pipeline Deals for quite some time now, I just love it. I use it all day every day - 5 stars for - functionality, ease of use, customization of columns and great customer service. You wont find any better CRM on the market.

Great functionality, fine customer service

Oct 03, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: The flexibility and ways to make it suit our company.

Cons: No real cons found.

Overall: Great functionality, fine customer service and worthwile. Really more than you might expect from an online service.

Recommendations to other buyers: Take the time to discover it's possibilities.

If your looking for a CRM, look no further!

Oct 03, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: We were looking for a flexible CRM option to fit our business. The intuitive clean interface, integration with Mailchimp, the customization available within the system is fantastic, Live Reporting and the Customer Service / Technical help is outstanding. I Would highly recommend Pipeline Deals for your CRM. As I mentioned in the Title; if your looking for a CRM, look no further!

Vendor Response

by PipelineDeals on November 07, 2016

Thanks for the great review Christien! We appreciate you sharing.

More Bang for the Buck!

Oct 03, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Ease of use and capabilities. Customer service. iPhone App. Email Tracking. Email interface.

Cons: Calendar doesn't sync with my Outlook or iCal calendars. There is no 'Click to Dial' VOIP option. Historical view under a contact or deal is a little cumbersome and wonky. Does not have SF's capability in customizing the historical view, Person view, company view.

Overall: Having used SalesForce.com in prior sales/marketing roles, it is hard to deny SF's dominance and superiority in the CRM space. However, it is equally hard to deny that SF is the highest priced solution available, especially when you factor in the investment of time and consultation fees required to tailor SF for your specific needs and preferences.

Given this we began a diligent search through the CRM jungle to determine if there was a CRM solution that offered most of the same capabilities as SF "out of the box", for less money. Our matrix of candidates winnowed down very quickly to Pipeline Deals. PLD provided all of the SF type capabilities that we needed, such as email tracking, mass email tracking, account & deal history management, remote access via iPhone App, Deal stage tracking, customization, and excellent customer service. So, all of the attributes and capabilities that we admired about SF were present in PLD, but for much less money, and with a much easier set-up process, and with a much better and more accessible customer service team.

PLD has been an exceptionally good CRM for our needs and expectations at a more competitive price point.

Great service and system!

Sep 19, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: for my use easy and fast

Cons: can't color code follow ups

Overall: good system but do not have time to use all of the functions but I am sure they would be helpful, it is just a time issue for me

Recommendations to other buyers: that's it

Fantastic software but missing key features

Mar 16, 2016
3/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: It has huge strengths in its simplicity but lacks key fundamental features like dedicated leads tab/function, customer service cases and reporting on timing of progression of leads/opportunities through the pipeline

The Best CRM Software for Small Business

Mar 16, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Nothing is perfect... But PipelineDeals comes pretty close! I've used 5 different Client Relations Management Softwares (CRMs) and I have personally implemented 3 of them. So far PipelineDeals takes the cake! My company, DICARO & ASSOCIATES, LLC http://www.nicholasdicaro.com/ has been using it for the last 3 years and I have seen the software get better and better with only marginal increases in price. Still the best bang for the buck.
PROS: Easy to use, reliable, functional Android App that syncs well, customizable in many ways, fair price, and great for sales people.
CONS: The Commission Tracking is worthless for my company. It only allows the user to assign a fixed % of gross sales to calculate the Commission... whereas my company commission % is different on every deal. Example: We might earn $3,000 on a $15,000 size deal (20%) and in other cases we might earn $25,000 on a $500,000 deal (5%). Also, the ROI reporting is rudimentary and not accurate because it makes assumptions that aren't necessarily true.

Couldn't be happier. All the functionality/customization you need & easy to use.

Mar 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I'm baffled by why so many people still go with Salesforce. If you need a easy-to-use and highly customizable CRM and don't want to hire a CRM admin Pipeline Deals is the way to go. It's easy to get up and running and their support team is great. Additionally, the customization is wonderful. We've been able to get everything we need and more out of it. If I had to pick a "flaw" I would say there is still room for improvement on reporting. Not as easy to customize reports. However, you can use excel or integrate with Geckoboard.

Great

Mar 16, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great product good support and easy to use. Phone app is awesome love it. Only complaint is sometimes when I send a track able email it goes straight to their junk email other than that pipeline does the job

Great sales CRM tool at very reasonable cost!

Mar 16, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: I really like the search function and the ability to create tasks for yourself and others. I like how you can tie each person to a company and then create specific "deals" that you have even more functionality on. The one weakness of this program is the phone app. The functionality is just not there so I have to open a browser on my phone to get anything done on the road.

PipelineDeals is fantastic!

Mar 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It's a great CRM. Easy to use, fantastic Customer Service Follow-up and most importantly helps me drive my business!

Very easy to use UI; extremely good customer service

Mar 16, 2016
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: Let's start with the pro's that I have found out so far.

1. Very easy to use and very customizable which makes it easier to use.

2. Extremely amazing customer service. If you have questions there are tons of ways to get a hold of them, their chat platform is great to use for simple questions.

3. Great exporting features.

Now what I think they could do differently or add.

1. Add some sort of lead scoring platform that tracks prospects and leads through the buyers journey. Make this an automated process as activities are added to an account that hasn't converted to a customer.

2. Add more Mailchimp capabilities such as being able to draw the mail chimp scores or fields that are attached to a list. I have a lot of custom fields in Mailchimp and Pipeline that don't sync up.

Pipeline could easily compete with the more expensive platforms such as Salesforce, Marketo or Hubspot if they would expand a bit and add new services. Obviously for an extra cost, but to an SMB that can't afford a more expensive robust system it would pay off.

Pipeline is a great CRM, alot of room to grow though.

PipelineDeals Implementation

Nov 16, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Implementation experience has been great. Easy system to learn and utilize. Most important, each staff interaction has been extremely professional and supportive.

Successful CRM Tool

May 07, 2010
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: All based online
Low price

Cons: Not much to say here...

Overall: Great product, does a superb job at managing sales activity and leads!