Pipeline Deals: A Better Tool To Help You Sell
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

Overall Satisfaction with PipelineDeals CRM

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.
  • 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.
We originally used Highrise HQ and it was great for a while. Unfortunately, the simplicity and lack of reporting sent us looking for a new alternative solution. When we came across Pipelinedeals.com, it seemed to fit our needs perfectly. We signed up for a trial and began using it. We never stopped.
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.

PipelineDeals Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
7
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
9
Email marketing
Not Rated
Task management
7
Billing and invoicing management
6
Forecasting
9
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
10
Single sign-on capability
Not Rated
Social data
8
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
9