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11 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.
11 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.
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