PipelineDeals CRM
PipelineDeals CRM
45 reviews
WH Score

Top PipelineDeals CRM Features

What are the Best PipelineDeals CRM Features?

Customer Relationship Management (CRM) Features
  • 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
Customizable Items
  • Custom Fields
  • Custom Templates
Document Management
  • AI Writer
Workflow Automation
  • Task Automation
  • Storage
  • Bulk Actions
Data Migration
  • Data Import
Identity and Access Management (IAM)
  • Single Sign-On (SSO)
Supported Technologies
  • Artificial Intelligence (AI)

PipelineDeals CRM Top Features Related Review

Reviewed on 16 November 2019

Envizi PD Review

There are some issues that need to be addressed so that the viewing and reporting options can improve. It meets most of the other requirements though.

  • This software is very good for client relationship management
  • It provides the tools necessary within a good CRM
  • The user interface is not only simple and solid, but it is also instinctual in nature as well
  • The dashboard is easy to understand.
  • There are some general issues with the software and some specific ones which only become obvious to a user after seeing it
  • Specifically speaking, for example, PD does not log field changes
  • On other parts, where it does, a report cannot be generated for lack of such access
  • This is certainly a flaw from a reporting standpoint
  • The overtime progress cannot be reported either due to the same fact
  • The reporting is thus limited to a picture of those present
  • PD only has the description and title of the agenda once the agenda is closed
  • The agenda type indicator, which was present at the time of agenda generation, disappears once the agenda is complete
  • The changes in price for a given product as part of a sales deal does not update or add up automatically at the time the update is made to that product
  • The lack of logging of data on field changes does make some reporting difficult.

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