Name: PipeCycle
Author: CustomerSquare.com

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Software Configuration Management

WebOps

Development

Higher Education

Education

Business Intelligence (BI)

Collaboration

File Sharing

Streaming Analytics

Visual Collaboration

VoIP

Enterprise

Accounting

Payment Orchestration

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Engagement

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bug Bounty

C/C++ Integrated Development Environments

Cloud Storage

Data Recovery Service

Database Management

Enterprise Architecture Management

Fraud Detection

Hadoop-Related

High Availability Cluster

Identity Governance and Administration

Integration Platform as a Service (iPaaS)

IoT Security

MLOps

Network Performance Monitoring

Network Virtualization

Non-Relational Databases

Process Mining

Session Border Controllers

Threat Hunting

Web Access Management

Web Portal

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Customer Reference Management

Demand Generation

Email Marketing

Email Testing

Local Listing Management

Marketing Automation

Personalization Engines

Retail Media Advertising

SMS Marketing

Social Media Management

Survey & Forms Building

Video

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Conversation Intelligence

Customer Relationship Management (CRM)

Multichannel Retail

Sales

Insurance Underwriting and Rating

Library Management

Medical Billing

Military and Defense

Moving Software

OSS/BSS (Operations Support/Business Support)

Vertical-Specific

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eMeetingsOnline

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FastEST, Inc.

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Aspen Technology

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Azurepath, LLC.

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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.

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.

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.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

PipeCycle

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

CustomerSquare.com

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

PipeCycle

Overview

What is PipeCycle?