Likelihood to Recommend I think that for a sales team that already has a digital driven culture its a great tool, and even for people that want to manage projects after the sales. But for teams that are new to digital sales tools, it may cause some deals to fall behind in the beggining, just because the usual way people work is to register what has been done and not to schedule what to do next, and there's other CRM tools that help this to be a automated requirement in the usage os the system.
Read full review 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
Read full review Pros It is very easy to use and logical. Teams and departments can collaborate together to work as one team. It is very useful in automating the processes of relevant departments. The field names, types, and data you enter can be customized as per your organization's requirements. Read full review 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. Read full review Cons Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner' More color shades for groups and labels Keep adding new widgets for dashboards to provide an even greater overview Read full review 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. Read full review Likelihood to Renew It is the best tool we have found as a small business to be able to track our bookings, tasks and income.
Read full review 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
Read full review Usability It is very simple and does not take very much or very long to understand how the entire software works. I think it took less than a week for me to be very confident in using and even teaching other people how to use the site. Moreover, the ability to be able to color coordinate every file makes it very easy to see and use.
Read full review 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
Read full review Support Rating When I have requested customer service from monday.com account the person who I spoke with was really helpful but the set up to get a hold of someone in customer service was a little complicated and time-consuming. I had to get a ticket in an email and then wait for a specific person to call me back at a certain time, that's why I gave a six.
Read full review 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.
Read full review Implementation Rating It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.
Read full review Alternatives Considered monday sales CRM was much more customisable and flexible for our needs. We could use monday sales CRM to enhance what we do but Zendesk basically wanted us to change how we work to their style which is not what we wanted. I also found zendesk to be extremely expensive for what you were getting.
Read full review 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.
Read full review Return on Investment Specifically for equipment tracking, we have been able to build an interactive and extensive database tracking all devices owned by the company in a predominantly remote workforce and decreased loss in that area The onboarding process has been simplified and automated to communicate to all parties involved with minimal interaction. Building out an API would be next! Saves a ton of time in this process and minimizes mistakes. In a start-up environment with shifting priorities, task management in monday.com makes sure things don't disappear entirely as the landscape changes. Read full review 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 Read full review ScreenShots monday sales CRM Screenshots