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Pipeline CRM

Score5.3 out of 10

18 Reviews and Ratings

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What is Pipeline CRM?

Founded in 2006, Pipeline CRM (formerly PipelineDeals) is a CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. Pipeline is built around a customizable user experience, sales focused features, and customer support and service. The vendor, headquartered in Seattle, boasts 18,000 users in 60 countries who use Pipeline to gain visibility into their sales, accelerate opportunities, and close more deals.

Categories & Use Cases

Media

the Pipeline CRM main dashboard
a Kanban view
a lead list view
the Pipeline CRM Help Center and Resources

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Key Features

Learn about the best (and worst!) features Pipeline CRM has to offer, as determined by TrustRadius' reviewers.
Based on 18 ratings of Pipeline CRM's features
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Top Performing Features

  • Custom fields

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

    Category average: 8.4

  • 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.

    Category average: 8.2

  • 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.

    Category average: 8.1

Areas for Improvement

  • Task management

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

    Category average: 8.2

  • Email marketing

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

    Category average: 8.2

  • Marketing automation

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

    Category average: 8.2

Reviews

What users are saying about Pipeline CRM.
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Sales done right

Incentivized
Jeffrey SchneiderView profile
Chief Operating Officer in Corporate at betterPT (11-50 employees employees)

Pros

  • Sales tracking
  • Email and calendar integration
  • Sales visibility

Cons

  • UI could be better
  • IPad app
  • Reporting

Return on Investment

  • 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

Alternatives Considered

salesforce and Pipedrive

Other Software Used

AWS Elastic Beanstalk, Pivotal Tracker, SketchUp, Slack

Simplicity for the win!

Incentivized
Verified User
C-Level Executive in Information Technology (201-500 employees employees)

Pros

  • User interface.
  • API integrations.
  • Configurability.

Cons

  • Marketing.
  • Email integrations.

Return on Investment

  • We have profited off of it by including it as one of our subscription services.
  • We didn't have to build our own CRM.

Alternatives Considered

HubSpot

Other Software Used

Jira Software, HubSpot, OnBase by Hyland

Usability

Pipeline Deals: A Better Tool To Help You Sell

Incentivized
Jason MontoyaView profile
CEO in Sales at JasonScottMontoya.com (1-10 employees employees)

Pros

  • 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.

Cons

  • There was not really anything it didn't do well that had an impact on our organization.

Return on Investment

  • Visibility. Tracking and seeing our activity increased our productivity.
  • Encouraging. Seeing our progress made it more encouraging to keep going when things were hard.
  • Tracking ROI: Our ability to see our ROI on our marketing and sales efforts was powerful in adjusting our efforts as a company.
  • Followup Efficiency: Knowing who we need to reach out to and when is very helpful when managing multiple contacts and leads.

A CRM for something other than sales

Incentivized
Brian Welk
Staff Writer/Editor at CIO Talk Radio (1-10 employees employees)

Pros

  • It allows you to create a high level of custom fields specific to your own needs. Our purpose for its use is not strictly sales, so to still be able to use it in a way that's organized and provides all the information we need about an individual is very strong.
  • Browsing through large groups is fairly simple. I can create custom filters to sift through the entire database and find a custom list of people whom I want to contact. It's very simple if you know you only want to find people of a certain type or who you contacted within a certain amount of time.
  • I like the ability to create tasks and events tied to specific individuals I'm in touch with as opposed to an unorganized To-Do list. It's easy to know when to follow-up, contact, etc.
  • The ability to BCC PipelineDeals so that all emails or communications are linked with that individuals specific file works well and could be very useful to many individuals.

Cons

  • Unlike Salesforce, PipelineDeals isn't as good about tying other people's contact info and communications to a single person, for instance creating accounts for a company and then having multiple people within that company. If this functionality exists and I'm not proficient with it, I'm not clear on the best way to keep it all organized and it isn't obvious.
  • It is strictly a sales CRM, so there are many features that aren't particularly relevant outside of a sales setting, such as dollars within a pipeline or Hot/Cold markers that aren't that great of markers or notifications for the things I require.

Return on Investment

  • More organization and efficiency
  • Quicker operations
  • Deeper insights into databases, data

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