Overview
What is Pipeline CRM?
Founded in 2006, Pipeline CRM (formerly PipelineDeals) is a CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. Pipeline is built around a customizable user experience, sales focused features, and…
Simplicity for the win!
Sales done right
Basic CRM, does the trick, many better options available
PipelineDeals CRM - Why to choose
Pipeline Deals: A Better Tool To Help You Sell
A CRM for something other than sales
Popular Features
- Customer data management / contact management (5)8.080%
- Workflow management (5)8.080%
- Opportunity management (5)8.080%
- Integration with email client (e.g., Outlook or Gmail) (5)4.040%
Pricing
Start
$300
Develop
$396
Develop
$588
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $29 per month
Product Demos
Welcome to Pipeline CRM!
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8Customer data management / contact management(5) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8Workflow management(5) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 7Territory management(4) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8Opportunity management(5) Ratings
Users can track deals and create quotes.
- 4Integration with email client (e.g., Outlook or Gmail)(5) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 5Contract management(5) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 6Quote & order management(3) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 9Interaction tracking(5) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7Channel / partner relationship management(4) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 7Case management(3) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 8.2Call center management(1) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 8.2Help desk management(1) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8Lead management(4) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 2Email marketing(2) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 3Task management(4) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 5.5Billing and invoicing management(3) Ratings
This includes automated invoice creation and billing.
- 5Reporting(3) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 8Forecasting(3) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 5Pipeline visualization(5) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 7Customizable reports(5) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 10Custom fields(5) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 10Custom objects(5) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 8.2Scripting environment(1) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 10API for custom integration(5) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 6Single sign-on capability(2) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 6Role-based user permissions(2) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 8.1Social data(2) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 8.2Social engagement(1) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 2Marketing automation(3) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.3Compensation management(1) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8Mobile access(5) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Tech Details
- FAQs
What is Pipeline CRM?
Pipeline CRM Video
Pipeline CRM Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(17)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Pipeline CRM, also known as Pipelinedeals.com, offers a range of use cases that cater to sales and marketing efforts. Users appreciate the ability to track and categorize leads based on various criteria such as size, location, opportunity, salesperson, and referral source. This allows for efficient lead management and helps users stay organized. Another common use case is project management, where the software is utilized during the initial stages of client work. It enables the project management team to set up tags, lead and deal stages, and reports to quickly access relevant information in one centralized location.
The reporting capabilities provided by Pipeline CRM are highly valued by users as they offer visibility into lead sources and deal closure rates over time. This allows businesses to make data-driven decisions and optimize their sales strategies. Additionally, companies in the media industry find Pipeline Deals useful for maintaining databases of individuals invited to appear on their radio shows or contribute to their sites. The software helps organize contacts by industry and title, making it easier to manage communication and collaborations.
While PipelineDeals fulfills many needs of its users, some have expressed a desire for more advanced features such as stronger tracking capabilities, a robust sales console, advanced dashboards, customizability, and predictive analytics. However, despite these limitations, PipelineDeals has been chosen over other CRM services for its comprehensive features that address both front-of-house operations and back-office financial and provisioning operations. It is widely used across organizations to improve lead generation, sales fulfillment, and future customer follow-up. Integrations with digital contracting software and lead vendors further streamline processes by automatically creating leads and initiating contracts. Overall, PipelineDeals serves as an effective B2B and B2C sales CRM solution for businesses looking for a centralized platform to manage their sales pipeline efficiently.
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.
Attribute Ratings
Reviews
(1-4 of 4)Sales done right
- Sales tracking
- Email and calendar integration
- Sales visibility
- UI could be better
- IPad app
- Reporting
- Customer data management / contact management
- 80%8.0
- Workflow management
- 70%7.0
- Territory management
- 70%7.0
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Contract management
- 50%5.0
- Quote & order management
- 60%6.0
- Interaction tracking
- 90%9.0
- Case management
- 90%9.0
- Lead management
- 80%8.0
- Reporting
- 70%7.0
- Forecasting
- 80%8.0
- Pipeline visualization
- 90%9.0
- Customizable reports
- 60%6.0
- Custom fields
- 70%7.0
- Custom objects
- 70%7.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 90%9.0
- Marketing automation
- 80%8.0
- Mobile access
- 70%7.0
- 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
- Salesforce and Pipedrive
PipelineDeals CRM - Why to choose
- 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.
- Customer data management / contact management
- 100%10.0
- Workflow management
- 70%7.0
- Territory management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 100%10.0
- Quote & order management
- 90%9.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 90%9.0
- Case management
- 90%9.0
- Call center management
- 90%9.0
- Help desk management
- 90%9.0
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 90%9.0
- Billing and invoicing management
- 90%9.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- Scripting environment
- 90%9.0
- API for custom integration
- 90%9.0
- Single sign-on capability
- 80%8.0
- Social data
- 90%9.0
- Social engagement
- 90%9.0
- Marketing automation
- 100%10.0
- Compensation management
- 80%8.0
- Mobile access
- 100%10.0
- Improved efficiency - this may have happened with any solution, but PipelineDeals CRM has channeled all activities into a single place and has eliminated the paper and other inefficient processes in place before.
- Integration with other solutions.
- Better Customer Service - if you have all history and tracking and support information in a single place, your customer and prospect interactions are going to be much better.
- Thorough Coverage - don't drop leads and opportunities on the floor any more.
- Salesforce.com,Insightly,QuickBase
Pipeline Deals: A Better Tool To Help You Sell
- 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.
- Customer data management / contact management
- 90%9.0
- Workflow management
- 70%7.0
- Territory management
- N/AN/A
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 80%8.0
- Quote & order management
- N/AN/A
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- 70%7.0
- Case management
- N/AN/A
- Call center management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- 90%9.0
- Email marketing
- N/AN/A
- Task management
- 70%7.0
- Billing and invoicing management
- 60%6.0
- Forecasting
- 90%9.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- Scripting environment
- N/AN/A
- API for custom integration
- 100%10.0
- Single sign-on capability
- N/AN/A
- Social data
- 80%8.0
- Social engagement
- N/AN/A
- Marketing automation
- N/AN/A
- Compensation management
- N/AN/A
- Mobile access
- 90%9.0
- 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.
A CRM for something other than sales
- 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.
- More organization and efficiency
- Quicker operations
- Deeper insights into databases, data