PipelineDeals helps your business to improve productivity and leads

What are the best aspects of this product?

I like PipelineDeals because I can customize and organize my leads the way I want. Even with multiple users, we have access to the same leads but we still have our own lists. All members from my team can use the same leads without interacting with each other. On the other side, I can set appointments and notes and share with others so we can work on the same lead list together. The software helps us to work more productively and to reach other territories at the same time.

What aspects are problematic or could work better?

When it comes to importing leads it can be a little messy. For example, one of my team members has imported his list and overwrite the other member’s list by mistake. Thankfully, their customer support team worked on the issue and helped us to separate those two lists and prevent any loss.

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

This software helps us to find cost solutions for our clients. We can get c-level executive to the point of contact lead so we can speak to the right person or to get in touch with a manager without wasting time.

Are you a current user of this product?

Yes