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Users have found PipeCycle to be a valuable solution for managing and communicating with leads. They appreciate how the software …
Overview
What is PipeCycle?
PipeCycle is a lead management and sales automation CRM solution aimed at companies of all sizes. According to the vendor, PipeCycle offers a range of features that can help sales professionals across various industries, including education, ed tech, real estate, and recruitment, optimize their sales...
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Product Details
- About
- Tech Details
What is PipeCycle?
PipeCycle is a lead management and sales automation CRM solution aimed at companies of all sizes. According to the vendor, PipeCycle offers a range of features that can help sales professionals across various industries, including education, ed tech, real estate, and recruitment, optimize their sales processes.
Key Features
Lead Management: According to the vendor, PipeCycle allows users to capture leads and sales inquiries from multiple sources and assign them to different salespeople. The platform offers a visual pipeline view, filtering options, and timely notifications.
Deal Management: PipeCycle enables effective monitoring and management of the sales pipeline. Users can access all deal information in one place, customize deal stages, and create and share price estimates instantly, according to the vendor.
Contact Management: With PipeCycle, users can gain a comprehensive view of customers and communicate with contacts across various channels, as per the vendor. The platform also provides access to conversation history for each contact.
Sales Automation: PipeCycle offers rules and workflows to automate follow-ups, automatically assign deals, and integrate with other productivity apps, according to the vendor.
Location Tracking: The vendor states that PipeCycle allows users to capture leads' and team members' locations, find leads nearby, and view team members' locations on a map.
Calls Management: According to the vendor, PipeCycle provides a SIM-based call management CRM to manage all business calls. Users can capture call statistics, access real-time reports, and call recordings.
Access Anywhere Anytime: PipeCycle is available on web and mobile apps for Android and iOS devices, as well as on desktop/laptops, according to the vendor.
Effortless Lead Capture: According to the vendor, PipeCycle enables users to add leads/contacts from online and offline channels, import leads from various sources, and capture leads from social media and website inquiries.
Customizable Pipeline and Fields: PipeCycle allows users to customize sales pipeline stages, providing a 360° view of the pipeline, and customize fields for each lead, according to the vendor.
Team Management & Collaboration: PipeCycle enables the creation and management of multiple teams, assigning specific roles to users, and tracking team performance, according to the vendor.
PipeCycle Features
- Supported: Contact Management
- Supported: Lead Management
- Supported: Sales Pipeline Management
- Supported: Workflow Management
- Supported: Activity Dashboard
- Supported: Calendar/Reminder System
- Supported: Document Storage
- Supported: Interaction Tracking
- Supported: Lead Generation
- Supported: Marketing Automation
- Supported: Mobile Access
- Supported: Quotes/Estimates
- Supported: Segmentation
- Supported: Social Media Integration
- Supported: Task Management
- Supported: Territory Management
PipeCycle Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Mac, Windows, Linux, Android, iPhone, iPad |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Users have found PipeCycle to be a valuable solution for managing and communicating with leads. They appreciate how the software effectively addresses previous issues they faced in these areas. With its user-friendly interface and seamless functionality, PipeCycle surpasses other CRM software options in terms of ease of use. Customers appreciate its ability to track and analyze leads, providing them with valuable insights into lead progress. Additionally, users have expressed satisfaction with the team support provided by PipeCycle, finding it to be helpful and responsive. While the application's existing features are highly regarded, users suggest focusing on enhancing these functions rather than introducing new features with limitations. Overall, PipeCycle serves as a reliable tool for lead management, communication, and analysis, meeting the needs of users who value efficiency and effectiveness in their CRM processes.
Easy installation process: Users have found the installation process of PipeCycle to be straightforward and hassle-free. Several reviewers have mentioned that they were able to set up the software without any difficulties or complications.
Bug removal feature: Many users appreciate the bug removal feature in PipeCycle, which ensures a smooth and error-free experience. Reviewers have mentioned that this feature helps them avoid disruptions and allows them to focus on their tasks without interruptions.
Integration with mobile phones for call recording: The integration of PipeCycle with mobile phones for call recording has been praised by numerous users. This functionality provides convenience and easy access to important information, allowing users to efficiently manage their calls and keep track of valuable conversations.
Limited color options in UI: Some users have expressed the desire for more colors in the software's user interface. They feel that a wider range of color options would enhance the visual appeal and overall user experience.
Difficulties in lead updation process flow: Several users have encountered challenges with the lead updation process, which has resulted in being taken back to the first lead. This can be frustrating and time-consuming, causing disruptions in their workflow.
Lack of intuitive functionality: A number of reviewers have mentioned missing or not easily accessible functionality within the software. For instance, some users have expressed frustration over the inability to date a sale to the prior day and set follow-up reminders for customers in an intuitive manner. They believe that these features should be more seamlessly integrated into the existing system.