PipelineDeals Reviews

13 Ratings
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Score 7.0 out of 100

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Reviews (1-5 of 5)

Jeffrey Schneider | TrustRadius Reviewer
November 29, 2017

Sales done right

Score 8 out of 10
Vetted Review
Verified User
Review Source
We track all leads and categorize them into buckets, size, location, opportunity, salesperson, how they heard of us as well as tracking where leads are in the sales cycle.
  • Sales tracking
  • Email and calendar integration
  • Sales visibility
  • UI could be better
  • IPad app
  • Reporting
It is great for managing multiple sales people and the ability to see where the company is in sales cycles. Great for our forecasting. The ability to track email opens has helped us with next steps as well.
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Stanislaw Wasowicz | TrustRadius Reviewer
December 29, 2016

Basic CRM, does the trick, many better options available

Score 5 out of 10
Vetted Review
Verified User
Review Source
Our sales force uses pipelinedeals CRM to log deals and interactions with contacts. We experience the system as something that streamlines an operation problem but doesn't offer much else to solve the business requirements. [There are] no strong tracking capabilities, [there's] not a strong sales console, basic dashboards, little customizability, no predictive analytics, etc. We're looking to upgrade.
  • Does the basic CRM trick
  • Customizability
  • Sales Console & Dashboard
  • Features
  • Automation
Honestly, I believe there are better free options available on the market.
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Jason Montoya | TrustRadius Reviewer
January 28, 2015

Pipeline Deals: A Better Tool To Help You Sell

Score 10 out of 10
Vetted Review
Verified User
Review Source
Pipelinedeals.com was used primarily to manage our contacts, leads and deals for our sales and marketing efforts. There was some use by our project management team in the initial stages of working with our clients. We set up various tags, lead and deal stages and reports to quickly access the information we needed when we needed it. The extent of the reporting gave us visibility to see where our leads were coming from and what type of deals were closing. After years of data, there were great reports we were running to assess our progress over time.
  • 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.
  • There was not really anything it didn't do well that had an impact on our organization.
Pipeline Deals is a great resource to quickly implement a CRM. It is easy and fast to set up an account, import your date and start using it. Both basic and advanced users will value the tool. If you are looking for something extremely simple (like Highrise HQ), this may not be the best fit.
Read Jason Montoya's full review
Brian Welk | TrustRadius Reviewer
June 25, 2014

A CRM for something other than sales

Score 8 out of 10
Vetted Review
Verified User
Review Source
We're a media company that regularly invites individuals to appear on our radio show or to blog for our site, and we use Pipeline Deals to keep a database of all the people we've invited or who have worked with us or communicated with us in the past. We compile contact information and organize people based on industry and title and can easily browse in order to determine who to invite. We also use it to keep track of communications in a common place.
  • 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.
  • 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.
It's very suited if you are doing sales, and it can be applied to other use cases in terms of outreach, as I've been able to do, but it's not a perfect fit and it will require some customization to get the best use out of it, but that's likely true of any CRM.
Read Brian Welk's full review
Anonymous | TrustRadius Reviewer
March 18, 2015

PipelineDeals CRM - Why to choose

Score 9 out of 10
Vetted Review
Review Source
PipelineDeals was implemented to solve a broad range of issues across the organization. We implemented at a company that has a tremendous amount of leads coming in from a few automated sources, but also leads input from various personnel. We tested/implemented two other services before PipelineDeals CRM, and the reason we chose PipelineDeals was because it was very comprehensive from the "front of house" operations to the back-office financial and provisioning operations. We used every single module of PipelineDeals CRM because issues from lead generations to sales fulfillment and future customer follow up were critical to the success of the project.
  • Flexibility - we found that we could modify PipelineDeals CRM very easily (as you can with other services), but that PipelineDeals CRM didn't hiccup with the extent of modifications made to the system. Everyone will need to modify the system to fit their business profile, and the ease of modification is important, but the real key is the ability to easily manage the system and the extensions you've put in place.
  • Support - when you license and implement any solution, you're going to run into issues/bugs. PipelineDeals CRM is very responsive and very good, and they didn't waste our time making us go through multiple levels of support to prove we actually had a problem. There weren't many issues, but the ones we encountered were addressed quickly, and they spent time with us on things that we weren't clear on, even providing some direction on the best way to set up categories of users, products, tasks, etc.
  • Comprehensive nature - we tried other services and found that PipelineDeals CRM did a good job of handling leads through sales and customer follow up. Other services were heavy on lead management or pre-sales functions, or helping with information related to sales activities, but did nothing to support after-the-fact operational personnel.
  • 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.
This is an area where I feel people fall down in the process. First - spend time up front defining your organizational processes, and goals. Don't even think about a solution until you've spent time defining the process. We spent time with every facet of the organizational process, and defined a workflow and diagram of each key process. This allows you to determine where you can get some process automation (service-based automation) versus workflow (human eyeballs and decisions on a procedure). Out of this exercise you will definitely see the critical "must-have" features and functions in any solution, and frankly it's pretty easy from there. Most people start asking a bunch of questions, and they don't know what they're trying to answer. In addition, most organizations avoid this step because it's difficult. But it is essential and lays the groundwork for a successful project and a much, much easier deployment.
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Feature Scorecard Summary

Customer data management / contact management (4)
Workflow management (4)
Territory management (3)
Opportunity management (4)
Integration with email client (e.g., Outlook or Gmail) (4)
Contract management (4)
Quote & order management (3)
Interaction tracking (4)
Channel / partner relationship management (3)
Case management (2)
Call center management (1)
Help desk management (1)
Lead management (3)
Email marketing (1)
Task management (3)
Billing and invoicing management (3)
Reporting (2)
Forecasting (3)
Pipeline visualization (4)
Customizable reports (4)
Custom fields (4)
Custom objects (4)
Scripting environment (1)
API for custom integration (4)
Single sign-on capability (1)
Role-based user permissions (1)
Social data (2)
Social engagement (1)
Marketing automation (2)
Compensation management (1)
Mobile access (4)

About PipelineDeals


  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Entry-level set up fee?No