Basic CRM, does the trick, many better options available
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

Overall Satisfaction with PipelineDeals CRM

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
  • Helped streamline our sales, like a basic CRM should
Honestly, I believe there are better free options available on the market.

PipelineDeals Feature Ratings

Customer data management / contact management
6
Workflow management
3
Territory management
3
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
4
Quote & order management
6
Interaction tracking
3
Channel / partner relationship management
3
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Task management
3
Billing and invoicing management
6
Reporting
5
Pipeline visualization
7
Customizable reports
4
Custom fields
4
Custom objects
4
Scripting environment
Not Rated
API for custom integration
6
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Mobile access
5