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User review of PipelineDeals

Good fit for our requirements

- by Andrew

USER SATISFACTION

RECOMMENDATION
8 out of 7
COST EFFICENCY
4out of 7
Acceptable
OVERALL IMPRESSION
4out of 5
very good
EASE OF USE
4out of 5
very good
CUSTOMER SUPPORT
4out of 5
very good

PROS & CONS

What are the best aspects of this product?

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.

What aspects are problematic or could work better?

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.

What specific problems in your company were solved by this product?

We use it for CRM, and to manage contacts with our clients and prospects in a more systematic and organized way. The app ensures we do not miss anybody.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I use it myself

How long have you been using this product?

1-3 years

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Financial Services

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

no

How many people in your company actively use this product?

most employees

PRICING & COSTS

How long is your contract with the vendor?

Less than 1 year

FEATURE DETAILS

No information provided by the reviewer.

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