BQE CORE vs. Pipeline CRM

CORE is well suited for time entry and reporting across employee groups and projects. CORE can generate many useful reports, however the customization and filtering of these reports isn't exactly intuitive. It can be difficult to get the reports to show the data you want, and there is no way to remove data fields from a report or create a custom report.

Incentivized

If you have a small business where you are trying to keep things simple, then PipelineDeals is a perfect fit. Once you get to where you are wanting to tie your marketing efforts and create marketing campaigns that are tied to leads, it starts to miss the mark

Incentivized

• Invoice Collections within Billing is a great tool because of the ability to take notes and track contact.
• Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project.
• Dashboards are the best tool EVER!
• The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us.

Incentivized

• Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need.
• Reporting: We were able to setup all types of reporting and tracking.
• Ease of Use: While the platform was powerful, it was always easy to use.

Incentivized

• Startup training is available (& you need it so that you get off to a great start)
• A report that shows the key setups for a project that can be glanced over quickly to assure it is correct
• A way to set a new start date for the dashboards and data set, or a way to default old bad data to a default so reports run without bad data showing up.

• I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.

Incentivized

We have been using Core for a few years now, and honestly started to look at other software systems to see what was out there. What we chose was a nightmare for migration so we never left Core. Now we have added invoicing and payments from Core instead of double entry with QBO. Still only a few cycles in but looks like it will be up to speed soon and working smoothly.

Incentivized

If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew

Incentivized

It's very easy to use and straightforward. Everything is laid out in an easy to use pattern and can be changed, somewhat, based on user preference. The options are limited but it's a pleasant experience using the product and I can perform the tasks I need to perform quickly and without any issues.

Incentivized

The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer

Incentivized

I can only remember a couple of times in 4 years that Core has been unavailable.

This is one area that does need some improvement. It can be slow at time, so we had our IT look at it from our side and we had no issues, so it has to be some slowness on their side.

Our team has had to contact support on a number of occasions, mostly to address a slow system and/or not being able to log in. The support is very responsive and fixes the issue within the same day. Additionally, any time we need to modify codes, BQE helps with that support and gets it turned around quickly.

Incentivized

Any time I have had questions or issues that have come up I've always been able to get a quick response and a resolution to what I was needing.

Incentivized

Make sure you have someone training you that fits your style of learning.

It does take some time to understand the options and to find the best invoice template.

Incentivized

I am a user and was not involved in the decision making. Tool was already in place when I joined. But comparing to other tools I have used in the past, BQE is by far the easiest to use. You do not need any training to start using this tool immediately

Incentivized

The cost is much better and it is much easier to use. Salesforce was way too robust and I never want to hire a consultant to set up a CRM. PipelineDeals CRM has the best visibility of our sales efforts.

Incentivized

This software works on a small and large scale.

• BQE Core has allowed our growing business to manage time tracking in an effective and efficient manner. We could not have effectively kept running our operation without it.
• BQE Core provides all of the reports we need to do our monthly management reporting. This allows us to quickly spot problems such as capacity overloads, receivables problems, budget overruns, or timekeeping issues.
• BQE Core has supported our business objective of generating more profit from projects that we undertake by allowing us to quickly and effectively monitor budget burn rates before it becomes an issue.

Incentivized

• Has made us understand sales tactics that are working
• Easily create forecasting on growth in multiple categories
• Understand our process and what we need to improve on in closing deals

Incentivized