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PipelineDeals REVIEW

CRM Software

14 user reviews
USER SATISFACTION 100%
OUR SCORE 8.9

What is PipelineDeals?

PipelineDeals is thea very popular CRM software solution. Effective and simple, PipelineDeals is no doubt one of the most popular online CRM application in the market today. It is not a complicated CRM option yet it presents users with a powerful platform that allows them to perform even the most complex CRM processes. Intuitive and user-friendly.

PipelineDeals is a great partner for businesses and organizations that look to create long-lasting customer relationships while staying on top of their business operations, from managing team members, delegating tasks, monitoring sales and marketing campaigns, to gathering accurate information, PipelineDeals can do it all.

A detailed review of PipelineDeals prepared by our experts is also available with a thorough analysis of PipelineDeals capabilities and features.

Overview of PipelineDeals Benefits

PipelineDeals presents users with a CRM option that does the following and more:

  • Create and effectively manage stronger customer relations.
  • Monitor all team activities with just a glance.
  • Easily organize resources and manpower and then provide them with tasks that fit their qualifications and skills to accomplish more goals in less time.
  • Optimized for both iOS and Android devices. Go mobile!
  • Import and assign all your leads to the right personnel with speed and ease.
  • Explore your data and reveal options and opportunities with just a few clicks.
  • Create custom reports that are based on the information that you require.
  • Get regular pipeline updates via your inbox.

PipelineDeals is the first sales productivity platform to combine sales engagement and CRM in one simple application.

With Customer Relation Management (CRM) at its core with a Sales Productivity Platform built-in, PipelineDeals enables sales people to be more productive and close more business.

With PipelineDeals, users can easily gain access to profiles that contain all of the activities, people, documents, and events related to a single deal. With 225 custom data fields, the platform can be easily tailored to meet a company’s specific needs. With the ability to send trackable emails, users of PipelineDeals know when someone opens a message, downloads an attachment, or clicks a link. This allows for immediate and meaningful follow-up.

Sales Acceleration

Email Acceleration Directly In Your CRM – Email, and track email opens, clicks, and downloads. Get the insight you need to know when to follow up and accelerate your sales cycle.

Know what to do and when to do it – PipelineDeals automates your sales process by letting your salespeople know what they should do next based on your unique sales process. Automatically add new tasks when deals advance through your sales pipeline.

Email & App Integrations

Two-Way Integration with Google For Work & Outlook – Sync your calendar, contacts, and email with PipelineDeals. Manage your contacts in PipelineDeals or in your email client, and keep everything updated wherever you search.

Flexible App Integrations – Connect PipelineDeals to your favorite apps using its integrations marketplace, or develop custom integrations using its API. PipelineDeals offers integrations with MailChimp, Google For Work, Outlook, Excel, Google Sheets, Zapier and more.

Deal Management & Lead Management

Improve transparency with your deals –  Deal management in PipelineDeals eliminates redundancy, confusion, and delays by organizing your team’s collective knowledge and providing a framework for collaborative sales.

Efficiently manage your leads – Nurture your contacts more proactively and qualify leads faster with PipelineDeals. Activity tracking and email notifications give you the full picture on your calls, email, meetings and more. Know what the next best action is with your leads.

Sales Goals

Set and Track Sales Goals – PipelineDeals offers a simple mechanism in the app for creating and monitoring sales goals. Focus your team around achieving key benchmarks for your business.

Develop Custom Dashboards and Update in Realtime – Many businesses need to have the flexibility to easily export data and develop custom dashboards. PipelineDeals integrates with Microsoft Excel and Google Sheets so that you can develop custom dashboards and update on-demand from the cloud.

You can Speed Up the Sales Cycle

PipelineDeals’ sales acceleration and deal management features can help you speed up the sales cycle. You can easily launch effective email campaigns with just a few steps. The deal management feature gives you a good idea of the prospects of each lead. The dashboard shows the tasks that need to be prioritized. Sales managers can easily track their sales team’s activities in real time.

You can Nurture Leads Effectively

PipelineDeals enables you to nurture leads effectively. You can organize your lists to nurture leads in different scenarios. PipelineDeals offers flexible contact management to make lead nurturing easy. The contact and lead management feature allows you to place all business relationships in a single place, monitor leads that are converting well, assign leads to the right reps while avoiding duplicates, and customize lead status schema even midway to profit from sudden opportunities.

Set and Track Team Goals

Sales teams need to be motivated to achieve their goals. To facilitate this, PipelineDeals offers six goal-centric tools that make use of leaderboard scoring to encourage teams. You can set sales milestones such as goals based on revenues, number of completed tasks, new leads, forwarded leads, and closed deals. This feature helps to break up bigger goals into smaller attainable ones. Plus, the dashboard can be customized to show these goals and it can receive real-time updates to track progress.

Focus on Important Data

The sales dashboard on the homepage gives a quick glance at your sales performance. Daily pipeline activities get delivered to the dashboard inbox including details such as how much revenue is earned and the deals closed yesterday. These daily real-time updates help managers monitor their team’s daily, weekly, and monthly accomplishments. PipelineDeals also offers visually appealing 3D charts in the dashboard to help you monitor metrics.

Boost Your CRM’s Capabilities

To boost your CRM’s potential, PipelineDeals syncs easily with Google For Work and Outlook to merge contacts, emails, and calendars. You can keep event and contact details updated both in the app and your email client, which gives you more options. PipelineDeals also integrates smoothly with business apps such as Excel, Google Apps, LinkedIn, and MailChimp, and with Zapier’s 500+ applications. You can also utilize PipelineDeals’ API to develop custom integrations. PipelineDeals offers native Android and iOS apps for smartphone users. All changes done on your mobile phone are synced at once with your web account.

Milestone features you can expect from PipelineDeals in the near future

PipelineDeals is preparing to launch a full email inbox integration that will enable users to send and receive email in PipelineDeals. This integration will be available for Google, Outlook and any other email service that provides an IMAP. This new feature will allow salespeople to live in PipelineDeals, as opposed to having to bounce between multiple apps.

PipelineDeals will also be releasing an integration for Quickbooks.

You can find more information about the benefits and advantages of PipelineDeals in our detailed financesonline review of the software.

Overview of PipelineDeals Features

  • Sales pipeline visibility
  • Sales acceleration
  • Deal management
  • Contact & lead management
  • Activity tracking
  • Mobile access
  • Data importing
  • Custom list views
  • Sales team coordination
  • Sales goals
  • Account customization
  • Integrations

Useful PipelineDeals Resources

What Problems Will PipelineDeals Solve?

1. Leads slipping through the cracks: With PipelineDeals, you can easily set reminders, agenda items, or even automate trackable emails to go out based on certain criteria. For example, you can set a string of tasks when a new lead enters into your pipeline. Day 1 – send this trackable email. Day 2 – remind me to call the prospect if they have not opened the email. Day 3 – send follow-up trackable email if opened, or email 4 if not, and so on. It really streamlines the lead qualification process and makes it much easier to close business.

2. “Being late to the party”: Say you are trying to close a deal but are in competition with one other company. All too often a salesperson follows up and they have already gone with the competitor. With built-in email tracking, PipelineDeals enables salespeople to be the first to the door. You receive an email notification the moment someone opens your email, or downloads an attachment. What better time to pick up the phone and call them than when they are already thinking about you?

3. Having to dig through your email inbox to get up to speed before a prospecting call: With PipelineDeals, all relevant user information is available in one simple interface. Search for a lead by name, company, email, custom tag, lead stage, entry date, and the list goes on. When you click on the person, deal, or company, all relevant information is available on that one simple page. Attach relevant documents, see a history of emails, send a trackable email, or even “@” a co-worker to let them know of relevant information or ask questions regarding that profile. Organization is key to being more productive, and PipelineDeals does just that

4. Sales Development Rep Qualifies More Leads Faster: Chris is a sales development rep who manages a large list of leads. He needs to qualify and connect with top prospects to share them with his account executives. Chris easily imports leads into PipelineDeals and sends trackable email to targeted groups of leads. Chris gets notified when a lead opens his email or downloads content that he shared, helping him to prioritize and connect with leads. He reassigns and notifies account execs about qualified leads with one click.

Features: Trackable email, lead importing, contact management, notification

5. Keep the Team on the Same Page: Jamie is a sales manager for a distributed group of inside sales executives. He runs weekly meetings with his team to identify issues in their sales pipeline and to celebrate success. Jamie creates a custom view of the team’ sales pipeline and shares this with the team in the app so that all his team members are focused around the same data. His team notifies him when they have blockers on deals, and can assign tasks to him or other members of the team to move deals forward. His sales meetings are more efficient because everyone is prepared and focused around the same data.

Features: Shared lists, pipeline management, task management, activity tracking, shared list view

6. Stay on top of recurring business: Christy runs an account-based finance practice that is built on maintaining recurring contracts. She has monthly and annual contracts for different products and services that she provides. PipelineDeals automates the creation of new deals when an old contract closes. Christy creates to-do lists for her contracts with one click to help her stay organized and in communication with her clients. She knows if they view the content she shares and schedules next steps with clients based on their needs.

Features: Sales process automations, trackable email, task management, deal management

In our financesonline.com reviews we pay attention to testing the product in typical problem scenarios to evaluate if it can deal with the standard problems a user must deal with. We did this for PipelineDeals as well and it was able to solve the problems listed above very efficiently.

Awards & Quality Certificates

PipelineDeals Position In Our Categories

Position of PipelineDeals in our main categories:

50

PipelineDeals is one of the top 50 CRM Software products

50

PipelineDeals is one of the 50
CRM Software products


PipelineDeals is also listed in the following subcategories:

Category:Position:Category:Position:
Online CRM Software#16 Social CRM Software#15
Category:Position:
Online CRM Software#16
Social CRM Software#15

Each business has its own characteristics, and might require a specific CRM Software solution that will be adjusted to their company size, type of customers and staff and even particular niche they deal with. You should not count on locating a perfect app that will be suitable for each company no matter what their background is. It may be a good idea to read a few PipelineDeals reviews first and even then you should keep in mind what the software is supposed to do for your company and your employees. Do you require a simple and straightforward service with only elementary functions? Will you actually use the advanced functionalities required by experts and big enterprises? Are there any particular tools that are especially beneficial for the industry you work in? If you ask yourself these questions it is going to be much easier to locate a solid app that will match your budget.

How Much Does PipelineDeals Cost?

PipelineDeals Pricing Plans:

Pipeline Deals offers 3 pricing packages and a 30-day, 100% money back guarantee:

Start Plan – $25/mo/user (billed annually) or $29/mo/user (billed monthly)

  • 25 custom fields for contacts, deals, and companies
  • All customer data is protected, SOC 2 certified.
  • Assign and route hot leads
  • Control access to data by sales team and territory with user roles.
  • Create 100% custom sales funnel
  • Create, save, and share custom views of reports
  • iPhone and Android app
  • Log emails sent from CRM in customer activity history automatically and log emails sent from Gmail or Outlook with a single click.
  • Open API
  • Track 6 types of sales KPI goals
  • Unlimited leads, contacts, deals, and companies
  • Unlimited reporting and custom visual dashboard capabilities
  • Unlimited storage for files and attachments
  • Unlimited technical support via phone, email, and online chat

Develop Plan – $33/mo/user (billed annually) or $39/mo/user (billed monthly)

Includes all features of the Start plan, plus:

  • Convert prospects into customers for seamless handoff and knowledge transfer to account management team.
  • Customize and track revenue types like new, cross-sell, upsell, and more
  • Manage key deliverables using milestones with deadlines, assign collaborators, and track status.
  • Track account health to know if customers are happy, renewing, and purchasing more.
  • Unlimited custom fields for contacts, deals, and companies.

Grow Plan – $49/mo/user (billed annually) or $59/mo/user (billed monthly)

Includes all features of the Develop plan, plus:

  • Automatically log all emails sent and received from CRM, Gmail or Outlook in customer activity history, including email attachments.
  • Eliminate productivity killers and save time with custom workflow automations to add tasks, notify users, and automate repetitive workflows.
  • Get email notification when a customer reads your email, downloads attachment or clicks on a link, without them knowing.
  • Get intelligence on how quickly sales reps follow up on leads and where deals get stuck to improve sales performance.
  • Improve email performance with instant email reports and save the best-performing emails as templates.
  • Personalize and send mass emails with any information in the CRM using mail merge.
  • Track deals in multiple currencies and instantly convert your sales pipeline to one currency for reports.

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and PipelineDeals reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with PipelineDeals. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

27

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Quote-based
Customer Types
  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are PipelineDeals pricing details?

PipelineDeals Pricing Plans:

Pipeline Deals offers 3 pricing packages and a 30-day, 100% money back guarantee:

Start Plan – $25/mo/user (billed annually) or $29/mo/user (billed monthly)

  • 25 custom fields for contacts, deals, and companies
  • All customer data is protected, SOC 2 certified.
  • Assign and route hot leads
  • Control access to data by sales team and territory with user roles.
  • Create 100% custom sales funnel
  • Create, save, and share custom views of reports
  • iPhone and Android app
  • Log emails sent from CRM in customer activity history automatically and log emails sent from Gmail or Outlook with a single click.
  • Open API
  • Track 6 types of sales KPI goals
  • Unlimited leads, contacts, deals, and companies
  • Unlimited reporting and custom visual dashboard capabilities
  • Unlimited storage for files and attachments
  • Unlimited technical support via phone, email, and online chat

Develop Plan – $33/mo/user (billed annually) or $39/mo/user (billed monthly)

Includes all features of the Start plan, plus:

  • Convert prospects into customers for seamless handoff and knowledge transfer to account management team.
  • Customize and track revenue types like new, cross-sell, upsell, and more
  • Manage key deliverables using milestones with deadlines, assign collaborators, and track status.
  • Track account health to know if customers are happy, renewing, and purchasing more.
  • Unlimited custom fields for contacts, deals, and companies.

Grow Plan – $49/mo/user (billed annually) or $59/mo/user (billed monthly)

Includes all features of the Develop plan, plus:

  • Automatically log all emails sent and received from CRM, Gmail or Outlook in customer activity history, including email attachments.
  • Eliminate productivity killers and save time with custom workflow automations to add tasks, notify users, and automate repetitive workflows.
  • Get email notification when a customer reads your email, downloads attachment or clicks on a link, without them knowing.
  • Get intelligence on how quickly sales reps follow up on leads and where deals get stuck to improve sales performance.
  • Improve email performance with instant email reports and save the best-performing emails as templates.
  • Personalize and send mass emails with any information in the CRM using mail merge.
  • Track deals in multiple currencies and instantly convert your sales pipeline to one currency for reports.

What integrations are available for PipelineDeals?

PipelineDeals supports integrations with the following business systems and applications:

  • 123ContactForm
  • Backupify
  • BedrockData
  • Bitium
  • Geckoboard
  • Google Apps
  • Google Docs
  • Google Drive
  • Help Scout – Help Desk
  • Import2
  • INinbox
  • itDuzzit
  • LinkedIn
  • MailChimp
  • Meldium
  • Microsoft Excel
  • Microsoft Outlook
  • Revert.io – Cloud Backup
  • RightSignature
  • Userlike Live Chat
  • Yesware
  • Zapier
  • Google for Work
  • Google Sheets
  • Lead411

User reviews


User reviews in total: 14

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The most favorable review

Christopher

2 months ago


Pros: This software helps me to keep track of all the deals by assigning documents, email, threads and contact information of the client. On the other side, keeps track of my team’s progress and company’s income. Thanks to sales dashboard I can see all deals ordered by stages and percentage, so I can see how much progress we had last month and how much work we have in coming period. All in all, Pipeline Deals saves us a lot of time when we need to see the whole activities throughout the year and previous months.

Cons: In my opinion, they need to work on their upload or attach section. It would be great to select multiple files at once and to upload them automatically. Otherwise, uploading the files and attachments separately is time-consuming.

The least favorable review

Andrew

2 months ago


Pros: We tried out many CRM apps but found some to be too complicated, while some needed too much data entry. Pipeline Deals turned out to be the right match for us as it is easy to use. For data entry, we use the Contact Importer for Chrome and Outlook plugin features.  Another plus point is the superior customer support. While other CRM companies tell you to use the knowledge base, Pipeline Deals offers live phone, live chat, and email support. We are also encouraged to use Pipeline Deals because of this excellent customer service.

Cons: There are a few minor glitches: recurring tasks cannot be created quarterly and there is no Hubspot integration, but the Zapier integration works well. Plus, the mobile app can be a little slow to pick up updates.

Christopher
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Published 2 months ago
Verified
user
This software helps me to keep track of all the deals by assigning documents, email, threads and contact information of the client. On the other side, keeps track of my...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
We tried out many CRM apps but found some to be too complicated, while some needed too much data entry. Pipeline Deals turned out to be the right match for us as it is...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
I love the ability to create my own task templates. The system is easy to use. I love Google integration because it’s fantastic, I can import all my pipeline data into...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
Integration with Google App is very powerful because it doesn’t work like basic connection only, the feature to track emails is very helpful. Software’s...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
I like PipelineDeals because I can customize and organize my leads the way I want. Even with multiple users, we...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
This software gives you great features and user-friendly interface, their customer service is awesome. It gives me the ability to create lists and views of all my data. I...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
The software is well organized and helps me in organizing my schedule and my team’s schedule as well. I can add different tasks, check list, and I can make appointments...



What do you think about this review? Great Poor
Published 5 months ago
Verified
user
The software is easy to use and I can quickly add information into my pipeline deals, also, I can get every information in a matter of seconds. Integration with Google...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
I love the ability to make calendar invites directly in Outlook and the invites are automatically saved in Pipeline and vice versa. I can keep my customers engaged thanks...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
This is one of the most useful CRM system I have ever used. My team use this software to stay in touch with our customers and to keep track of their progresses and to...



What do you think about this review? Great Poor

J. Oswald

Published 3 years ago

UI is neat and straightforward. The home tab is useful especially when you’re deep in lead details but want to get a quick look at the status of other deals for comparison. This lets me easily slide qualified leads to the deals folder and set alerts for the week’s email funneling. It’s simple enough to manage our small company’s customer base, where lead definition can be sorted as those who contacted us vs. those we contacted and further to those who replied vs. those who didn’t. I’m yet to see the app handle more complex sales funnel with overlapping lead characteristics. If like us you have a simple sales funnel, this CRM does the job.


What do you think about this review? Great Poor

Neil Sherman

Published 3 years ago

PipelineDeals is very affordable. At less than $25 a month you get great features to manage your lead pipeline, sales reports, and data management. I have tried a couple of other robust CRMs with almost similar feature packs, but they cost twice or even thrice what I pay for Pipelinedeals. For now I’m very satisfied with its starter plan which can handle our sales cycle pretty well. For instance, I can keep tab of our whitepaper downloads (we have quite a dozen) and I can trace some of these credentials moving to our free trial subscriptions. This insight alone allows me to predict how interested prospects are, I mean, someone who uses our content then tries our product gets priority in our outbound.


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