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Sales done right
November 29, 2017

Sales done right

Jeffrey Schneider | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PipelineDeals CRM

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
  • 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
The cost is much better and it is much easier to use. Salesforce was way too robust and I never want to hire a consultant to set up a CRM. PipelineDeals CRM has the best visibility of our sales efforts.
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.

Pipeline CRM Feature Ratings

7.4
Customer data management / contact management
8
Workflow management
7
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
5
Quote & order management
6
Interaction tracking
9
9.0
Case management
9
8.0
Lead management
8
7.0
Reporting
7
7.7
Forecasting
8
Pipeline visualization
9
Customizable reports
6
7.3
Custom fields
7
Custom objects
7
API for custom integration
8
9.0
Role-based user permissions
9
Social CRM ()
Not Rated
8.0
Marketing automation
8
7.0
Mobile access
7