Pipeline CRM

Formerly PipelineDeals

Flexibility: Users have found the flexibility of Pipeline CRM to be a major advantage, allowing them to set it up according to their specific needs and preferences. Several reviewers have mentioned that this level of flexibility has been crucial in adapting the software to fit their unique business requirements.

Customization: The level of customization offered by Pipeline CRM has exceeded the expectations of many users. They appreciate the ability to tailor the platform beyond what they initially expected or needed. This high degree of customization has allowed them to create a CRM system that aligns perfectly with their business processes.

Ease of use: Reviewers consistently highlight the ease of use of Pipeline CRM, emphasizing that despite its powerful capabilities, navigating and effectively using the platform is always straightforward. They appreciate how intuitive it is to browse through large groups of data, create custom filters, and manage tasks and events tied to specific individuals.

User Interface: Some users have found the user interface of Pipeline CRM to be lacking, particularly on the iPad app. They feel that there is room for improvement in terms of design and usability.

Organization of Contact Information: Several reviewers have expressed difficulty in organizing contact information and communications for multiple people within a company using Pipeline CRM. They find it unclear how to keep everything organized and believe that the functionality for tying other people's contact info and communications to a single person falls short compared to Salesforce.

Limited Relevance Outside Sales Setting: A number of users have mentioned that Pipeline CRM is strictly focused on sales and lacks features that are relevant outside of a sales setting. Specifically, they feel that features like tracking dollars within a pipeline, hot/cold markers, and notifications do not meet their requirements for non-sales purposes.

Users commonly recommend Pipeline CRM for managing data and keeping track of information. They suggest trying out the application, especially for small businesses. Many users highlight the great support provided by Pipeline CRM and find it easy to use and intuitive. They believe every company should be using Pipeline CRM and appreciate its integration with other tools.

Another common recommendation is to take advantage of the trial version before purchasing. Users find Pipeline CRM to be an excellent value for the price and a good fit for small businesses. They recommend it for managing and tracking pipelines, mentioning its good structure for sales flow.

Users also suggest trying Pipeline CRM for quickly implementing a CRM system, as it is user-friendly and efficient. They mention that it helps increase customer reach, productivity, and performance. Adding more information to maximize its effectiveness is emphasized.

Overall, users believe that Pipeline CRM is essential for their company and has been the best business decision they've made. It is highly recommended, especially for small business sales teams, as it helps manage a large number of deals and keep track of action items.

Although some users recommend exploring other products as well, they acknowledge that Pipeline CRM is a good option for those who need more than a simple to-do list or spreadsheet. Users also note the affordability and up-to-date features of Pipeline CRM.

However, there are some limitations mentioned by users. The platform can be slow at times, and handling multiple leads under the same business can be challenging. Users also mention that account management may need to be supplemented with additional procedures and methods.

Some users recommend checking out other alternatives like Salesforce or Infusionsoft. They believe these alternatives may offer additional features or customization options that PipelineDeals lacks. However, they acknowledge that PipelineDeals is great for forecasting, easy to use, provides good value, and offers excellent customer support.

In conclusion, users commonly suggest using Pipeline CRM for managing data and tracking information. They appreciate its solid features, reasonable flexibility, and integration with other tools. Users highly recommend giving Pipeline CRM a try, especially for small businesses or those in need of an efficient CRM solution.