MACAW CRM vs. Pipeline CRM

MACAW integrates well with Salesforce. As they say, they manage leads, opportunities, quotes and policies well. The underwriting and rating engines can be integrated if it's required. MACAW is a great solution for combining multiple systems into one and lowering overhead. It is not a great fit for non-technical departments.

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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

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• Blending of CRM within an insurance flow
• Great Lead Management, Quotation and Underwriting
• High level support for marketing campaigns and setting up successful content strategies
• Great support for legacy back-office system

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• 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.

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• Not very user friendly
• Configuration with older back-office system is a bit of a hassle
• Searches and uploads sometimes take a long time

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• 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.

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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

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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

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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.

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MACAW provides deep integration with insurance-relevant tools, like underwriting and rating engines, which are not supported in shallow CRMs like Hubspot.

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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.

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• Allowed work from home due to its web UI
• Made using legacy back-office system easier, except for more complex cases
• Not user friendly and a bit hard to onboard into

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Independently Invited by TrustRadius

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• 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

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info