
Pipeline
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Opiniones de 616

- Software usado A diario durante Más de un año
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Top crm software we've used in credit card processing sales
Revisado el 22-06-2018
This reduces data entry and streamlined our process. Love it
Puntos a favor
We love the ability to assign territory, accounts and leads to a specific group or individual this eliminates people contacting the same merchant. We are able to know when an account needs follow up, we can properly document the process and paperwork throughout. Nothing falls thru the cracks with this. I love being able to upload excel files quickly. This also allows us to drop market emails to merchants as well.
Puntos en contra
This is definitely more expensive than similar crm systems but you get what you pay for. If your a small organization might not be for you.

- Sector: Administración gubernamental
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Functional and Nible
Revisado el 07-02-2019
We're better able to keep track of our contacts throughout the City across multiple team members as well as track long term projects and assign various tasks to team members. We're also able to report out our progress which is helpful in making sure we're on target to meet our goals.
Puntos a favor
This software is easy to use and customizable. It doesn't cost as much as some of their competitors, but does a ton to track deals and projects. I also very much appreciate the ability of their programmers to incorporate a suggestion fairly quickly and they are always looking for ways to improve the software.
Puntos en contra
It can be a real pain to input all the information from business cards we receive. It would be super helpful to have an integration that allowed your phone to take a photo and scan in the information to upload to Pipeline Deals.
- Sector: Servicios financieros
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Have used the product for 7 years and I think it's the best CRM out there by far
Revisado el 16-11-2017
AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they click on an embedded hyperlink be at a YouTube video a PDF whichever you know in real time. There's built-in redundancy and overlap here which is actually quite useful. As splash screen is generated in real time when that activity takes place. In addition there's a icon with a chronological indication of who clicked on what and thirdly you can go into the deal profile and see everything that they put down whenever you choose. The integration with Google for work is tight and very well done. There's an icon that goes into Chrome that allows you to click on it and when someone has connected with you on LinkedIn it auto-populates your pipelinedeals with their contact information saving you a lot of copy and paste activity from LinkedIn. When are various team members have to look at or touch her file we know who has done what when in a way that's very intuitive. The software learning curve is trivial for new people coming on board. The tech support is American based and primarily young ladies with nice voices. If you have a problem they actually give no attention at solving your problem. I can go on and on but the best sale is using the product for free for 2 weeks on a trial version. I have used the software for 7 years and it's my favorite software it's made me a lot of money.
Puntos a favor
Amazing email and Link tracking on outbound emails. Best support in the industry. They understand the sales process adult the software package around that.
Puntos en contra
The Android cell version is not as robust as I would like but frankly I never use it anyways since the cell phone has two little real estate to be a value

- Sector: Servicios financieros
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de un año
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
A great, simple CRM
Revisado el 08-02-2019
Having used some of Pipeline Deals competitors, including one of the biggest names in the CRM field, I find Pipeline deals to be a perfectly suitable CRM option with great user support.
Puntos a favor
Pipeline Deals has a clean interface. It's easy to use, and from the perspective of a manager, it's the sort of thing that somebody who isn't too technical (or organized) can still use efficiently. At the same time, for people who are excited about CRM functionality and drilling into client data (like me) there are some powerful tools to really target exactly the set of clients you want.
I also like the fact that when you call user support, a real human being answers the phone who is able to resolve your issues for you on the spot.
Puntos en contra
The only real issue I have with Pipeline Deals is I'd like a way to set priority on tasks either by colour code, or being able to drag and drop their order top to bottom on the calendar and agenda.

- Sector: Software informático
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 6.0 /10
Excellent Value!
Revisado el 10-02-2019
Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is easy to teach to new employees and easy to use on a day-to-day basis.
Puntos a favor
PipelineDeals is very easy to use. I like how the deal, company and people as well as all communication to with the people is rolled into one easy to read page. Adding new fields is also very easy to do - as well as adding new lines to the fields.
Puntos en contra
What I like about PipelineDeals is that it isn't as complex as other CRM systems. With that said - there are some workarounds - like adding communications with people via bcc on email - that are very cumbersome and not intuitive.

- Sector: Software informático
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Pipeline Deals Good Experience
Revisado el 08-01-2019
We are scattered in 4 countries and we need a central contact system and reminers/calendars for the whole team - Pipeline Deals provides what we want and everyone uses Pipeline every day
Puntos a favor
Simple - not too many exotic features - does the basic job, and you can learn it quickly in the first morning. All the team can share contact - before everyone had their own spreadsheet. Also inexpensive.
Puntos en contra
Incoming email capture is not in the basic plan

- Sector: Software informático
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante 6-12 meses
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Director of Sales, Eastern Region
Revisado el 12-02-2019
Overall we are very happy with the change to Pipleline Deals.
Puntos a favor
We moved from using ACT for 20 years and by doing the trial for a month and studying the online videos and training we made an easy transition to Pipeline. No Regrets in changing. Out technical staff is also happy as they don't have to worry about our upgrades or weekly syncs. Plus the system has some features we did not have before.
Puntos en contra
The biggest issue is the ease of printing. Currently that only means printing labels for mailers /postcards. Of course you can do by doing mail merge with excel and word but it is a little more time consuming than just clicking a menu option to print (and of course learning how to do if not done before).

- Sector: Externalización/deslocalización
- Tamaño de la empresa: 201-500 empleados
- Software usado A diario durante 6-12 meses
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Good tool for sales' visibility to everyone
Revisado el 20-02-2020
As part of the onboarding team, it really helped to have this tool to check the interaction with the sales team and what stage of the deal they're at.
Puntos a favor
I love that everyone can create their own dashboards according to the variables or columns that are relevant to their work. These charts are visible to one or more users and it's helpful to keep track of task completion. I love that they include email automations to set up reminders for specific users within PipeLineDeals.
Puntos en contra
If not used properly, it can become cluttered with unnecessary information and profiles that are useless. The key is to set up profiles and leads correctly to avoid this.

- Sector: Construcción
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Pipeline for Construction CRM
Revisado el 18-05-2021
Overall It mostly does what I need, but I do think there could be more powerful features and improvement of the phone app.
Puntos a favor
I use pipeline as a CRM, mainly for correspondence and setting appointments and reminders. It’s easy to use and simple
Puntos en contra
I think the app is lacking in that is what I use regularly. I also don’t really use the calendar feature

- Sector: Automoción
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de un año
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Great CRM at a great value!
Revisado el 05-02-2019
I work for a manufacturers representative company and we love Pipeline Deals. It is easy to use, easy to customize, and works well for a sales organization. We use it for tracking our funnel opportunities as well as planning. The managers use the tool for better assisting the team in helping close key deals. Overall, PLD is a great value!
Puntos a favor
Great iPhone app. The desktop app is easy to use and easy to customize.
Puntos en contra
No major cons. A few key features inside the software, such as business card scanning and possibly mapping a route for salespeople, would be great but would only extend the value of PLD.
- Sector: Diseño
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de un año
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 6.0 /10
Overall PipelineDeals Review
Revisado el 05-02-2019
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.)
Puntos a favor
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.
Puntos en contra
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.
- Sector: Tecnología y servicios de la información
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de un año
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 7.0 /10
Envizi PD Review
Revisado el 10-02-2019
Overall, PD works sufficiently to meet 80-90% of what we need. The lack of logging of data on field changes do make some reporting difficult.
Puntos a favor
UI is very intuitive, the excel style dashboard on companies/ deals/ people is great. Its a solid CRM that does most of what you need from a CRM.
Puntos en contra
1. PD does not log changes made on the fields, and on some part that it does, it is not easily accessible / extract-able to build a report from. I.e. Qualification status at Company level, can be "To be Qualified" -> "1st Qualification Meeting Done" -> "Qualified in" or "Qualified Out". The fact that PD does log field changes, makes it difficult to report on overtime progress. What can be reported on is limited to the current snapshot.
2. No automatically calculated field for Enforcement. i.e. Deal amount is equal to $X from product A + $X from Product B + $X from product C, it will be great if deal amount were to be changed, PD can prompt a message to enforce that the $X from Product A/B/C is also updated and sums out properly.
3. When creating an Agenda, there is an Agenda Type. Once the Agenda is completed, the Agenda Type detail cannot be retrieved, PD will only show the Agenda Title and Description.
- Sector: Servicios jurídicos
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 7.0 /10
Solid little CRM but with few native integration options
Revisado el 06-02-2020
I use it every day, and it gets the job done. I know the job could get done in a much better way if we migrated to something more powerful, but the thought of upending our entire sales process to new software seems like too much effort for the reward - for now at least.
Puntos a favor
Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting.
Puntos en contra
The core functionality of a CRM is pretty basic, it's just a database with a lot of custom variables (fields) associated to each entry. What makes a CRM powerful (or not) in my opinion is the ability for the software to integrate with other software in your business stack. This is the Achilles heel for Pipeline Deals, as the options for integrations are extremely limited.
Respuesta de Pipeline Traducir a Español
Hi There, thank you for your review. We would love to speak with you about it to learn more. Please feel free to call us at 866-702-7303 or email [email protected]
- Sector: Software informático
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Probabilidad de recomendación 8.0 /10
Enabling your salesforce without bogging them down in process
Revisado el 12-02-2019
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.
Puntos a favor
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.
Puntos en contra
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
- Sector: Construcción
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
CRM Review
Revisado el 12-02-2019
Overall it's been pretty good. They are responsive when you call and are willing to help you through any issues. They don't always have the answer to the problem....but they do all they can to figure it out when possible. There are probably more thorough CRM's out there......but bang for the buck, I have to think pipeline deals is one of the best "values" out there. Most of the CRM's we looked at had a lot of cool features that nobody would ever use. We didn't want to pay for things our reps weren't going to use.
Puntos a favor
It's a great customer data base software. Very easy to use and user friendly. If you know Excel at all....it will be easy to pick up on this.
Puntos en contra
Lacks for producing many sales graphs or tracking demos to specific customers. You have to somewhat trick the system for you to know who you demoed to and when.
- Sector: Construcción
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
User-Friendly & Comprehensive
Revisado el 05-02-2019
Pipeline deals creates an easy, user-friendly, & fairly comprehensive way to keep track of customer data, customer relationships, and job progress. It offers a wide variety of tools to help plan, track, communicate, and understand how to improve. Great tool.
Puntos a favor
It's integrated with QuickBooks Online.
Paperwork can be uploaded to deals or people so everything needed can be kept in one spot.
The activity timeline makes finding information easy and accessible for everyone.
Permission can be given to or restricted for certain users.
Puntos en contra
The lack of automated functions.
Calendar only gives one color per person (which cannot be chosen by the user), which sometimes makes it difficult to navigate one's own schedule.
"Customers" is a bit useless for what we do here.
- Sector: Marketing y publicidad
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Good CRM for the price
Revisado el 08-02-2019
I like Pipeline Deals. I think they are a great basic sales CRM. Easy to navigate and search.
Puntos a favor
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.
Puntos en contra
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.
- Sector: Servicios medioambientales
- Tamaño de la empresa: 2-10 empleados
- Software usado Semanalmente durante Más de un año
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Perfect for small business
Revisado el 05-02-2019
P.D. has allowed us to organize our client contacts, track our sales pipeline, and overall better manage our direct sales program.
Puntos a favor
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.
Puntos en contra
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!
- Sector: Servicios financieros
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
South African views
Revisado el 06-02-2019
PipelineDeals has brought structure and order to our sales efforts. We are also easily able to migrate a pipeline from one resource to another if a person leaves. Finally it has given us a very clear view of the size and status of our pipeline
Puntos a favor
The ease to setup the software based on our requirements. At the time the requirements were fairly basic, however this increased over time and PipelineDeals could adapt to our growing needs easily. We achieved the end goal of having PipelineDeals the centre of our sales activities.
Puntos en contra
We weren't able to do revenue forecasting based on what the company wanted to see. Perhaps it is more a fact that we haven't been able to find the feature within PipelineDeals as yet.
- Sector: Marketing y publicidad
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Pipeline Review February 2019
Revisado el 05-02-2019
The benefits I have realized is that this is my CRM. I am able to see all of my clients on one website. This is helpful for me to focus on open deals with to-do lists, have a calendar/agenda of what is due and when, and project how much money we could be making with the deal tracker on my dashboard.
Puntos a favor
I like that my client base gets my blasted emails.
Puntos en contra
I don't like that my company has only a select few of "Administrators" that have access to our entire database of clients. Therefore it is inefficient, in a sales office, to have a hold on this information. When I look for new business, I have to wait days for the "Administrator" to provide me with if this is open business or another salesperson is already working with them.
- Sector: Consultoría de gestión
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Robust CRM with unparalleled ease of use
Revisado el 05-02-2019
We really rely on Pipeline to grow TeamFloral. From the beginning the customer service team has gone above and beyond in addressing the remarkably few issues we've had. When we've lost salespeople Pipeline gave us the ability to seamlessly shift those prospects to new staff and keep our sales process intact without costly hiccups.
Puntos a favor
PipelineDeals makes the job of managing our sales calls so simple. It naturally focuses our sales team's efforts....always moving leads forward to a resolution. Management loves it because they can see exactly where the team stands in achieving its goals.
Puntos en contra
I'd love it if the training videos were easier to find....new staff always seems to have trouble with this.
- Sector: Ingeniería industrial o mecánica
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 0.0 /10
Frustrating
Revisado el 06-02-2019
Seems it has potential to be a useful tool, however in spite of working with my IT team and PD support countless times - including screen shares, removing & reloading the program, replacing my computer, and much more....in 2.5 years it has never worked as intended. Super frustrating!!!
Puntos a favor
There are many aspects that should be excellent, including an intuitive navigation and some really smart features.
Puntos en contra
The email sync does not work as intended, and therefore complicates many of the subsequent processes. Additionally there are some automated follow up rules - whether initiated by the system or by a former fellow teammate/user I'm unclear...but - they screw up task lists and are buried and very difficult to uncover.
- Sector: Construcción
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Pipeline Works!
Revisado el 05-02-2019
Puntos a favor
Pipeline has so many different features that are wonderful for tracking different areas of Sales. I am certain not all of them are utilized, but it is nice to know they are there
And the responsiveness of the crew when you have a glitch in the software. Very knowledgeable.
Puntos en contra
The date sorting. It is limited in how to get the dates on reports swiftly or comparison of years. OR maybe, It is operator error on my part and I just do not do it right.
If that were the case, I am certain that the group at Pipeline would direct me in the right direction swiftly as that is how they are!
- Sector: Impresión
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Great price, desktop version is excellent, app needs some work
Revisado el 05-02-2019
It's been very positive. I started using Pipeline Deals individually, then my company went to it as a whole when seeing the benefits.
Puntos a favor
It's clearly made by those who know what is needed in a sales process, especially larger deals with multiple contacts. The reports are excellent as is the amount you can customize the information you need to see.
Puntos en contra
I don't like the mobile app at all, in fact, it's virtually worthless. Granted, I may need to check the latest updates and see what improvements have been made. I have a lot of time at my PC and the main thing coming to my phone are appointment reminders.

- Sector: Comercio minorista
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante 6-12 meses
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Inside Sales Help
Revisado el 08-02-2019
Again I do not have a lot of experience with Pipeline, but what I do have I really enjoy. It makes it very convenient to follow up with leads which is important to me.
Puntos a favor
Personally I like how easy it is to access all of my deals with just a couple of clicks. Also as an inside sales representative, in my particular profession, I do not see a lot of leads that I need to follow up on so the ones that I do need to follow up on are that much more important. Pipeline Deals helps organize and reminds me daily about which leads I need to follow up on. It also allows me to make custom notes and set various times and dates in which I am reminded to follow up.
Puntos en contra
I haven't used Pipeline deals for a long time, but one thing that I would like to be able to do is upload my quotes onto pipeline deals. It would be nice to have that information attached to the customer's profile for quick access.