Pipeline CRM vs. Zoho One

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

Out of 1-10, my likelihood to recommend score is a 1, but only because zero wasn't an option; however, if it was, that would have been my choice. We already renewed for 2023, but are already making plans to migrate to another platform in Q4 and cancel at the end of this renewal.

• 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

• CRM integrates nicely using our Zapier environment.
• The Lead to Contact/Account Conversion is very intuitive.
• Deals, Sales Orders, and Contract Zoho Sign work well together.

• 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

• The integration is loose and needs to be more stable and a true integration
• Development appears to take long periods of time to bring customer enhancements into the next release. I have seen numerous obvious business application needs to be brought to the attention that is still 2-3 years old without an update
• Unified User Interface and back end functionality/configuration across applications

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

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

While the software is easy to use and pick up, the different user interfaces and limits across the application make it difficult and slow to implement additional applications quickly and seamlessly across the organization. If the User interface was more consistent we would be able to pick up and train on new apps more efficiently

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

Support is great as a customer, as a partner I get moved to that team more often and find issues in the support being provided. It also appears that the support agents do not take into account all the information provided and default back to the "step 1 of the playbook" instead of taking into account the business reason the support is being requested and understanding the steps already taken.

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

During the Demo, Zoho One performed well; however, post-implementation - the product has fallen short on all fronts.

• 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

• It has had an overall negative impact since we migrated from HubSpot due to the overall lack of support.
• Our users are frustrated with the complexity and lack of consistency in the admin portals.
• CRM is the only tool that is ready for business at scale.