Opiniones de Pipeline

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.

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.

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.

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.

Amazing email and Link tracking on outbound emails. Best support in the industry. They understand the sales process adult the software package around that.

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

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.

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.

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.

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.

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.

Incoming email capture is not in the basic plan

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.

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).

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.

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.

I use pipeline as a CRM, mainly for correspondence and setting appointments and reminders. It’s easy to use and simple

I think the app is lacking in that is what I use regularly. I also don’t really use the calendar feature

Great iPhone app. The desktop app is easy to use and easy to customize.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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!

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.

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.

I like that my client base gets my blasted emails.

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.

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.

I'd love it if the training videos were easier to find....new staff always seems to have trouble with this.

There are many aspects that should be excellent, including an intuitive navigation and some really smart features.

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.

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.

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!

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.

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.

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.

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.