Avis clients sur Pipeline

Its not Salesforce, but it also won't bankrupt your small business

Commentaires : Overall, this was the solution my company needed. We had used Salesforce long before I was on staff, and it was too costly to keep using. When I was onboarded there was no CRM being used, and that had to change. Pipeline Deals gave us all the functionality we needed at a much much lower cost and barrier to entry.
Highly recommended.

Avantages :

This is a very powerful CRM solution. As I was looking for solutions I came across quite a few that were reviewed by many sites. Pipeline Deals consistently was in the top tier of CRMs for SMB companies. I watched a few online demos and reviews before reaching out to their team. I was quickly assigned a representative that walked my team through a live demo and set us up with a POC trial. After our trial ended we signed up and were off. Setting up Pipeline Deals was quite easy, as the software can conform to your needs. Almost all fields are fully customizable, however this did take some getting used to, to see how changes were reflected as a whole in pipeline view. Overall, great product for a lot less than what Salesforce, Salesloft of Hubspot might run you.

Inconvénients :

As a smaller company some of the integrations that other CRMs have were either missing or lacking. However, Pipeline Deals is getting better about innovation. One of my favorite shortcuts they rolled out was a LinkedIn plugin, this allowed for you to connect with somebody on linkedIn and in one click import them into your CRM. However, many times it would populate the fields with incorrect info or just generic info like where their company was headquartered instead of where that employee was actually located. Additionally, at times the APIs for some of these newer services would change, and then the features would not work.

Nice software but we grew out of it...

Commentaires : It's a generic CRM software that you can tailor to your own needs. In the end we needed a software that was specific for publishing.

Avantages :

User-friendly and very easy to use. You can add all sorts of custom fields for your own reporting and tracking needs.

Inconvénients :

No invoicing, no estimates/proposals, the multiple email only works with Gmail accounts, no online payments. It helps you keep track of people, but doesn't really help you bring in the $$$ once a sale has been made.

Sales in our office is all about Volume

Commentaires : The program is really not completely intuitive. This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program.

Avantages :

It could not be easier to load prospects. We signed up for a library card online. We select the type of businesses we want to pursue. We download spreadsheets of demographic information related to them. We upload those spreadsheets and start calling.

Inconvénients :

I am certain that there are programs that provide more management tools. We simply are not that sophisticated with our sales efforts. If it is simply volume you seek, this is the right product. If you are looking for less effort and more management, pick again.

User-friendly

Commentaires : Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way that you can customize it

Avantages :

The functionalities on pipeline very customizable you can use this for track and sales you can also use this afternoon customer converts

Inconvénients :

You have to have accurate data if not you have to build it out and then it’s time consuming

Great for Small Business Sales Teams

Commentaires : My company has used Pipeline Deals since around the time they started. We were a very early customer. I started with one sales person and have moved up to about 10 today. The system works great for this size sales team. It's not cumbersome to use as a central system for a small team to stay organized. I highly recommend it to anyone with a sales force in that range. I can't speak to it's scale above that as its my experience up to 10 active reps. They have taken what was a massive set of things reps would need to do in some of the other online systems (lets call it OVERKILL) and boiled it down to activity, opportunities, and centralized performance measurement. Its got all the bells and whistles you need... while not overwhelming you (as the sales manager/owner) or your reps with tons of required extras that clutter their ability to move fast and keep selling.

Avantages :

The BEST small biz sales relationship management tool we've used (7+ years now every single day) Very intuitive interface. Amazingly powerful API (if you want to code connect it to your own systems) Great customer support team (you talk to real people, in the real office) Extremely powerful list filtering and saved reports tools Constantly adding new features and enhancements to make it more powerful without more "clutter"

Inconvénients :

The actual "finished" reporting built-in for sales performance, historicals, trending, etc is lacking quite a bit as far as "management" type reporting goes [its almost all list based reports, no roll ups, etc... you can see everything, but its not presented in any customized executive way, reason I think it works well for smaller teams. But without better aggregation, I dont think it would be fun to manage 25+ reps on something like this]. (It can be done with outside graphing and custom tools using their API but not everyone can do that). Real-Time, Customizable, Formatted Reporting for "summary/trend management" would make this thing a 10 out of 10 !

Works well for the price

Avantages :

The cost of the software is great and works well for such a low cost.

Inconvénients :

Does not interact with other software I use like other CRMs.

Pipeline for Commercial construction customer followup, relationship building, and new Clients

Commentaires : Before we used Pipeline Deals we were using paper and pen to keep track of our client relationships. These notes were easily lost in the shuffle and we had no hard reminders for us to follow up with our clients. Now we are able to keep our office focused on the needs of our clients and to pursue new business.

Avantages :

The ease of integrating pipeline into our daily routine when making calls and following up with our clients. With the preset notation in our activity feed it is just a couple of clicks with the mouse to fill out our notes for that client. The ability to share "Deals" and to follow up when one of us is out of the office on a business trip or vacation. When we are on a trip having the app available on our phone is also a very nice feature. There is peace of mind knowing that the hard work to manage relationships with our customers does not end if an employee is fired or quits working for us.

Inconvénients :

Pipeline is not ready to sync with our Go Daddy email account, so we continue to push our emails to our home page in Pipeline Deals. Then we have to make sure they are entered into our activity feed for our customers through the home page.

Excellent CRM for sales teams

Commentaires : We love it. The API is very robust so anything that can’t be done in the app can be coded to integrate and work for our own custom reports and integrations. We were one of the earliest customers and have been using it for 8 or 9 years very actively.

Avantages :

Very flexible custom list reports Unlimited field customization for records Easily manage a small team of reps Very easy to get started using especially if you have not had a strong CRM in your company before

Inconvénients :

The morning coffee report lacks data that would be useful for actionable items. Wish it could be personalized and customized to show the data I want each morning. Can’t easily see a company’s “last activity” in a report if said activity was not directly on the record (example on a person or deal attached to the company... in company list views it would show incorrect “last activity”) Permission controls would be great to be more flexible (its all or nothing per user)

Best fit for our Small Business

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

Avantages :

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.

Inconvénients :

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

Pipeline Deals Fan

Commentaires : 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.

Avantages :

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!

Inconvénients :

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.

Newer User

Commentaires : Overall, it's not a bad system and very helpful for following up on sales activities--essential to the job. It's a very good, basic system. I had previously been trained on salesforce from prior employment, so am accustomed to more efficiency. I loved their charts and graphs, as well as the funnel for production and donut showing levels of call activity. (I like more visuals) Perhaps you have more capability than I am aware of, as I'm not sure I am as well trained as I need to be. I wish there was a tutorial that walked a new user through how to use ALL the features in stages; beginner, intermediate and experienced so that I know I am taking advantage of all that this system has to offer.

Avantages :

I do like that it allows me to set tasks and follow updates, as well as appointments. Also that this activity transfers to a monthly calendar so at a glance I can tell if I'm on target for activity and quickly project what my signings should be based on activities. Creating my own reports is a real aid to follow up, especially on hot prospects; thus more efficient.

Inconvénients :

Not as efficient as it could be. Duplication of files as well as unnecessary duplication of effort (extra keystrokes) which waste valuable time. (ie: you search for a prospect name and it shows no such person, instead of storing that data, the user has to retype it again to add the person to the database. If I add a new prospect and create tasks and complete in same day, I have to add the task, make my notes than go out to homepage, click on prospects name to than mark the task as completed in order for that task to show up on my calendar page...same for events added and completed in the same day. It works fine if I list taks/events on 1 day and work on them on a later date.

Overall PipelineDeals Review

Commentaires : We use PipelineDeals to manage incoming new business leads / potential clients. We typically get new requests and then input the information all at once into each category (which is cumbersome—i would love to be able to open person/company/deal as one step, as i have lots to copy/paste into the forms—it would help to have all that possible at once as I get the information piecemeal from emails, linkedin, etc.)

Avantages :

I do like the way I can split out my incoming client roster by deal, person, or company. I appreciate that I'm able to create upcoming tasks based on any of those categories.

Inconvénients :

I find the way deal/person/company is split out into tabs (and otherwise into a table view) to be cumbersome. I think some deep, clever, interesting, strategic user experience based on how real people would like to use this kind of tool would be key for bringing PipelineDeals to the next level. I also do like that i can bring in LinkedIn bios into PipelineDeals with a Chrome extension, but I do wish two things: 1) i could do that for companies as well as individual people, and 2) i could be offered a way to edit the info quickly before i submit it into PipelineDeals. Example: i use Evernote, and the plugin allows me to choose a page to grab, but before it's done it allows me to change the name of the note, add tags, etc.

More Bang for the Buck!

Commentaires : Having used SalesForce.com in prior sales/marketing roles, it is hard to deny SF's dominance and superiority in the CRM space. However, it is equally hard to deny that SF is the highest priced solution available, especially when you factor in the investment of time and consultation fees required to tailor SF for your specific needs and preferences. Given this we began a diligent search through the CRM jungle to determine if there was a CRM solution that offered most of the same capabilities as SF "out of the box", for less money. Our matrix of candidates winnowed down very quickly to Pipeline Deals. PLD provided all of the SF type capabilities that we needed, such as email tracking, mass email tracking, account & deal history management, remote access via iPhone App, Deal stage tracking, customization, and excellent customer service. So, all of the attributes and capabilities that we admired about SF were present in PLD, but for much less money, and with a much easier set-up process, and with a much better and more accessible customer service team. PLD has been an exceptionally good CRM for our needs and expectations at a more competitive price point.

Avantages :

Ease of use and capabilities. Customer service. iPhone App. Email Tracking. Email interface.

Inconvénients :

Calendar doesn't sync with my Outlook or iCal calendars. There is no 'Click to Dial' VOIP option. Historical view under a contact or deal is a little cumbersome and wonky. Does not have SF's capability in customizing the historical view, Person view, company view.

Enabling your salesforce without bogging them down in process

Commentaires : Pipelines solves the issue of providing the reps with an easy to use and quick solution to account and deal management whether in the office or on the road which provides no excuse for not adding relevant data as it happens or shortly afterwards resulting in more time to sell and more available data for management.

Avantages :

Ease of use across all platforms including mobile make the sales reps ability to use this for look-ups, recording notes, task and deal management very simple.

Inconvénients :

forecasting is not great from a management perspective, the ability to manipulate the forecast into a hierarchy that goes from rep to manager to VP etc is non existent unless you customize it. Also major account management where you want to have access to political spheres of influence on an org chart for example or interconnected deals can not be done without attachments

Good Stuff Right Here

Commentaires : The only problem I have with Pipeline deals is, there is so much to learn to take advantage of ALL of the benefits of Pipeline Deals. I don't mean in a bad way, I mean I am using Pipeline to the max for what I need it for. I would love to learn more, but time is an issue. Other than that, This is one of the best deal tracking systems I have used. Being in the sales industry for 30 years, that is saying a lot. Oh yeah, your support team Rocks. Our representative is one of the kindest, most attentive person you have working there. You have had her in sales & support, among other things & she NAILS IT every time.
This is big , she actually asks if she could call or email back if she doesn't know the answer off hand (which is almost NEVER) so she can give you good information. LOVE HER. She is AWESOME. Pipeline deals is SOOOO LUCKY she doesn't live in the TAMPA area of Florida or I would steal her from you. Even if it meant losing money. Just to have her on my team

Avantages :

Easy to use. Custom settings, reminders etc

Inconvénients :

Once in a while it slows down a little, some frequent error messages. but nothing major

Jeff Abel's Review of PLD (Company - Heating Green)

Commentaires : Overall, I've had an excellent experience. Their customer service is very prompt and helpful if you ever have an issue. There are numerous plug-ins available from 3rd party vendors if you want additional functionality (eg click to dial).

Avantages :

PLD is intuitive to use and it can be customized to best fit what you need. Console management is great to use, it's easy to set tasks and follow up with leads. PLD syncs with our email (Google Platform) and so it's simple to track emails through the CRM and see the activity history. Logging calls and other manual data entry is straightforward. As with most CRMs there's multiple ways to accomplish and manage what you need, I personally find the "Deals" console (customized to the fields that I want to see) is the most useful, and tasks associated with deals are sorted in chronological order. Deals without tasks show at the top of your console (eg hot deals ready to close). Ability to color code with the status also helps with prioritization.

Inconvénients :

Reporting capabilities are not as robust as I'd like. For example, you can currently only set parameters on a report based on a positive value and not a negative value i.e. "if ___ = "XX" ~versus~ if ___ does not = "XX" " There are also a few minute glitches in the system, and a few areas which efficiency can be improved (eg when creating a deal, have the primary contact on the company auto-fill into the contact field on the deal).

Great Program to keep you Organized!!!!

Commentaires : We are constantly having to call set appointments and followup calls with our clients and without pipeline I would be lost. The days of the black binder and writing down all the appointments is over. This way when I update something my whole team can see the update so they don't repeat the process I just completed. If you don't have a system in place that keeps your clients informations safe, organized, and easy to manage get this one! If you do, through it out and get this one!

Avantages :

It keeps everything organized and easy to update. You don't have to go to edit and then save just simple click on what you would like to update and hit enter. We have numerous appointments and we have to be on time, pipeline keeps me on time!

Inconvénients :

the reports could be a little bit more user friendly, I would like to run a report for a certain entry without having to select the whole field and it doesn't seem to want to do that. other than that it is a great tool for our business.

Good CRM for the price

Commentaires : I like Pipeline Deals. I think they are a great basic sales CRM. Easy to navigate and search.

Avantages :

I really like how you are able to have all notes and conversations in chronological order from the deal/contact page. It helps you stay on top of what is going on with the individual or deal. The system is not overwhelming like a lot of other CRM systems i have used. I think it would best fit with small-medium size sales teams.

Inconvénients :

I really wish that there was some type of automatic customer engagement built in. Maybe some a text messaging feature. Also, I wish that we could be contracts in the system that can automatically go out using a signing service. From what I know, these features are offered.

Perfect for small business

Commentaires : P.D. has allowed us to organize our client contacts, track our sales pipeline, and overall better manage our direct sales program.

Avantages :

We've used Pipeline Deals to create the very first CRM for our small business. It's helped our sales pipeline become much more organized and enable better tracking of projects from lead to close. It's extremely easy to use, especially toggling between contacts and deals, and creating a new person/company/deal all at once. I export the data to create sales reports, and have been happy with the smoothness of that process. We've also recently started using MailChimp for email campaigns, and the two programs communicate well.

Inconvénients :

The price per user license isn't cheap, so we haven't set up everyone in the organization - only the 2 key personnel. With the email integration, a good number of emails get attached to the wrong deal. The algorithm reads the names of other people in the company and attaches them to other deals, so I intermittently have to clean up the data, which is somewhat time consuming. Haven't figured out a way to avoid this. Also, I'd like to be able to save different list views more easily than the software allows. Overall, very few complaints!

Affordable Option with a Few Drawbacks

Avantages :

PipelineDeals is a fairly full-featured CRM at a very reasonable price. While the interface can be a bit convoluted and reporting perhaps more complicated than necessary, the support team is very responsive and the development team seems to continually work on improvements and adding functionality.

Inconvénients :

PipelineDeals REALLY needs easier options for finding and merging or eliminating duplicates. This functionality is sadly lacking in what is otherwise a fairly friendly and cost effective CRM, and has been missing since we began using the product several years ago. Discussions with Support Staff have not been fruitful in this being added to the development list.

Great CRM

Commentaires : Lovely experience! I love the flexibility, the views to track deals and tasks, the custom fields,.... it is easy to use.

Avantages :

It is very flexible, smart, easy to use. It allows us to do a lot of integrations with our tools.

Inconvénients :

The Activity section in deals and people: I would love if I can use templates or format the text, and even more important, I would love to be able to search easily (currently I have to keep opening past activities by clicking on "show more" and spend time reading all of them instead of searching by keywords or a date. The second point would be the speed (we have a lot of deals and people, and it takes long to load each view and filter we change)

Client Success Review

Commentaires : Its a basic sales tool. Unfortunately I'm also trying to use it as a CRM and its not great

Avantages :

Improvement to contacts and being able to view only key contacts is very helpful. Being able to easily manage a view and save it.

Inconvénients :

I use this platform for CRM and so the inability to customize the homepage is not great. There are many gadgets that are visible that I dont want to see. Being unable to not easily remove deactivated contacts from client page makes it confusing for new users. Client page summary field does not really allow for formatting including word formatting or tables Reporting on sales for the year using the reports table is not great or easy to use

Affordable, customizable, user friendly CRM.

Avantages :

My only experience with a CRM was at a fortune 50 company. It was an in house system that was so difficult to use that no one used it. The 7AM Monday sales meetings were spent trying to understand what each person had put into their CRM and why it was reporting correctly. Needless to say- having and using a CRM was never on my to do list. Having hired an outside sales consultant to build our sales team, I was told a CRM was imperative. Having looked at a few, pipeline deals was recommended to me from a friend in EO. The big guys are way too expensive and bloated for what we needed. Pipeline deals has exceeded my expectations on all fronts. With regards to using the software and its capabilities, I feel like I just opened Excel and am thrilled to learn about the SUM() function. I haven't tapped into the full features offered yet, but I know they are there when we are ready. As for now, I'm very pleased, and everyone can use the software without any training.

Inconvénients :

It would be nice if there was a slightly less feature rich program at a reduced price. Again, compared to other CRMs, this one is a no brainer. I would say training, but there are a ton of videos and emails asking if I need help and that's all on me for not taking advantage.

PipelineDeals Review

Commentaires : I'd say our company has had a good overall experience with PipelineDeals. The pricing is reasonable and we are able to track our business efficiently with few hiccups.

Avantages :

It is a useful system to keep you organized with reasonable functionality. Deals feature really helps you to keep track of your business and pipeline and where it came from. Setting reminders in the calendar is extremely useful.

Inconvénients :

Some issues with functionality once there are too many sources or dropdown options. Issues from that force you to contact customer service, which can be spotty at times due to the process of their customer service with tickets.

Huge database keeps us organized

Commentaires : Every client is in the database. We can tell if they have signed an NDA, where they are, all their contact info, who the client belongs to and more. You can also add Deals and add people to the deal

Avantages :

All contacts are in one place. If a client calls, we can all tell if that client 'belongs' to another Agent.

Inconvénients :

It is a big database so sometimes it is slow to load. Also there are so many features that I am still learning hew to utilize them all