Pipeline CRM

4.3
Overall rating
Reviews

4.3
Overall rating
Reviews

About Pipeline CRM

Pipeline CRM is built by salespeople for salespeople. We empower sales teams to generate predictable revenue with automated processes and workflows. Get a modern CRM that is fueled by highly customizable and sales-focused features like AI Email Assistant powered by ChatGPT, a smart agenda that builds itself, built-in marketing automation and more! In order for a CRM to be effective, your team has to use it! We are the most adopted CRM for midsize businesses, according to G2Crowd, because of our award-winning Customer Support. Our customers can typically expect to receive responses within the hour, with an average resolution time of 15 hours -- less than a day! Today more than 9,000 users in 60 countries use Pipeline CRM cloud-based software, accessible from a laptop, desktop, or any connected mobile device.
Pipeline CRM Software - Deals
Pipeline CRM Software - Deal details
Pipeline CRM Software - Companies
Pipeline CRM Software - Tracking
Pipeline CRM Software - Dashboard
Pipeline CRM video
Pipeline CRM Software - Deals - thumbnail
Pipeline CRM Software - Deal details - thumbnail
Pipeline CRM Software - Companies - thumbnail
Pipeline CRM Software - Tracking - thumbnail
Pipeline CRM Software - Dashboard - thumbnail

Pipeline CRM pricing

Pipeline CRM does not have a free version but does offer a free trial. Pipeline CRM paid version starts at US$29.00/month.

Starting Price:
US$29.00/month
Free Version:
No
Free trial:
Yes

Alternatives to Pipeline CRM

Pipeline CRM Reviews for UK Users

Feature rating

Value for Money
4.4
Functionality
4.0
Ease of Use
4.3
Customer Support
4.4
5 reviews of 623 View all reviews
Andrew
Andrew
  • Industry: Investment Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 05/02/2019

Best fit for our Small Business

Overall, I like PipelineDeals. It's a good combination of utility, value, and good customer service.

Pros

After trialing 5 different CRM providers, we found some to be complicated. Others required too much manual entry. For me, PipelineDeals met our requirements because it is straightforward to use. In our experience, PipelineDeals' customer service appeared superior with response time and support. Many CRM companies require you to use their knowledge base and do-it-yourself, but Pipeline Deals offers live chat, email and live support (no automated attendant, you call and a live rep answers!) For our small business, great support and quick answers to our questions encourage us to use Pipeline Deals consistently and use it better.

Cons

Wish there were more integrations that made it easier to connect to other programs. I also think the mobile app could be better.

Brian
Brian
  • Industry: Education Management
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
3

4
Reviewed on 12/02/2019

It's a bit manual but does what it says on the tin.

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.

Pros

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.

Cons

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.

Teresa
  • Industry: Warehousing
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
2
Ease of Use
4
Customer Support
2

3
Reviewed on 05/02/2019

Experience user

Overall experience with Pipeline deals would be in the middle of satisfy and unsatisfied. If the issues that I can across were handle with more concern and fixable, then I would be 100% satisfy. I feel that the issues I can across will not be fixed and this is why I am 50/50.

Pros

Pipeline Deals has the right idea when it comes to a CRM for small businesses. What I liked most about this software is
how well it works with Excel. Some people look at excel data sheets and get overwhelmed. Pipeline deals shows your data in a more friendly, easy to read and understand your data. It allows you to manage your contacts, emails, sales, calendar, meetings, etc. All of your work in one place which makes managing your sales easier, and connect with your customers on a more personal level, this allows you to meet your clients goals, needs, and wants.

Cons

Pipeline deals has an error message that reads,
You've reached the 10,000 record display limit. Set filters to narrow your results. This is not helpful at all for anyone.

Pipeline deals is not compatible with an old outlook app, and outlook calendar does not sync with pipeline deals, this is inconvenience and hard to keep up with syncing pipeline deals calendar to the outlook calendar. I dislike the fact that you have to use an IMAP outlook account.

Pipeline deals does not allow you to track emails when you add people to your cc, it only allows you to track one email contact at a time, unless you create a campaign, which in most cases, we rarely do this.

Pipeline deals customer support line only limit to basic knowledge on how to do something, if there is a technical
issues beyond that, the C.S.R then needs to create a case and have someone get back to us, and in most cases, the technical person can not help.

Phil
Phil
  • Industry: Market Research
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
0

4
Reviewed on 05/02/2019

A powerful tool for planning sales activities

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!

Pros

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.

Cons

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

David
David
  • Industry: E-Learning
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 05/02/2019

Pipeline Deals Fan

I manage a global sales network. I use PLDs to manage their sales process across many time zones and geographic locations. This tool has helped greatly to understand what is happening and where.

Pros

I have been using PLDs since 2010. It took me about two days to set up a custom sales tool that meets our specific needs to manage the sales pipeline, and I am not particularly technical. Sales Force told me that I would need a consultant and about 2 weeks to get this done. Over the past 8 years PLDs has implemented many refinements and improvements and new features. Underlying all of this is the excellent support provided in the form of the knowledge base, video tutorials that are byte sized, and support agents who are knowledgable and personable. I can buy software from anywhere. My choices are based on what happens when I have a problem. Pipeline Deals excels at providing great support!

Cons

This is not really a PLDs-created issue, however I use LinkedIn to generate leads by importing a contacts picture, email address, phone number etc. Around 2014, LinkedIn has changed their code and PLDs was unable to support this feature. I really miss that feature.

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