PipelineDeals CRM
PipelineDeals CRM
46 reviews
WH Score
8.7

PipelineDeals CRM Overview

What is PipelineDeals CRM?

PipelineDeals is a simple and very useful CRM software available in the cloud that you can use to manage, analyze and supervise sales opportunities and transactions. The system allows you to set goals, create forecasts, keep an eye on deadlines, and generate the important reports needed by sales managers. 

PipelineDeals provides a quality user interface with an impressive functionality and design. The iPhone app also makes a good impression.

What’s more, the software enables two-way synchronization with Google Apps applications. Vendors who use PipelineDeals have the opportunity to build healthy relationships with their customers.

The PipelineDeals consists of the following versions:

  • Standard Edition: This version comes with all the standard CRM features such as tracking activities & drive engagement, access on desktop & mobile and the visualization of your sales pipeline.
  • Accelerator Edition: This version has all the functionality of the Standard Edition plus productivity tools to increase your sales rep performance, such as automate frequent tasks and email tracking.

What will you gain if you decide to work with PipelineDeals?

  • A clear view of the entire sales process.
  • You can customize stages of the sales process for your needs.
  • You will have access to the full history for each contact with the customer.
  • You quickly find when you scheduled any appointments.
  • You will be able to keep abreast of the progress of each transaction.
  • Quickly create reports tailored to your needs.
  • Synchronize contacts from Gmail and Google Calendar into PipelineDeals.
  • You will receive daily updates and analysis of sales opportunities, all delivered to your inbox.
  • The online dashboard enables users to manage customer data, deals, marketing objectives, and documents from a central location.

PipelineDeals offers a high-quality user interface, perfectly matched with features and a design ideal for small and medium enterprises.


Company:PipelineDeals
Categories:CRM
Platforms:

PipelineDeals CRM Recent Reviews


E
Erma
Reviewed on 13 May 2024

Easy, efficient, and robust

We've never used a tool like this for business development before. Its customized features make tracking individuals, businesses, and transactions easier while enabling quick task development. But it would be helpful to have a feature that automatically tracks previous employers. However, it completely transforms our workflow by giving us a clear picture of all of the conversations and tasks that need to be completed, guaranteeing that our team, which is spread out, works together seamlessly.

Pros
  • Good features, tracks people, companies, deals efficiently
  • Quick and easy task creation.
Cons
  • Cannot track prior employers automatically.

F
Forrest
Reviewed on 12 October 2023

A Handy Tool

This CRM is a great way to keep track of prospects, manage your activities, and set reminders for tasks.

Pros
  • It keeps me logged in, offers custom fields and formatting options, and boasts a simple and smart interface.
Cons
  • It lacks the ability to search by phone number, which can be inconvenient.

PipelineDeals CRM Pricing


Start
$25
per user / per month
PipelineDeals CRM Pricing Details

PipelineDeals CRM Key Features


Customer Management

  • Customer Profiling
  • Case Management
  • Pipeline Management
  • Deal Management
  • Account Management

Campaign Types

  • Drip Campaigns

Reporting & Analytics

  • Forecasting
  • Progress Reports
  • Performance Evaluations
  • Dashboard
  • Activity Log
  • Email Reports
  • 360° Customer View
PipelineDeals CRM Features Details

PipelineDeals CRM Media


PipelineDeals CRM Videos

PipelineDeals CRM Wheelhouse Score

8.7
What is this?

The Average Wheelhouse score for the CRM category is 7.8

PipelineDeals CRM User Scores

  • Ease of Use
    8.2
  • Meets Requirements
    8.5
  • Learning Curve
    7.4
  • Setup & Support
    7.4
  • Quality of Support
    9
  • Ease of Admin
    7.8

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