PipelineDeals

¿Quién usa PipelineDeals?

Organizaciones de todos los tamaños y sectores.

¿Qué es PipelineDeals?

PipelineDeals, que permite a los equipos de ventas de más de 10 personas en una amplia gama de sectores crear relaciones decisivas, es el CRM líder para medianas empresas. PipelineDeals se basa en una experiencia de usuario personalizable y fácil de usar. Ofrece funciones centradas en las ventas y una asistencia al cliente y servicio de primer nivel. Hoy en día, más de 18 000 usuarios en 60 países utilizan PipelineDeals para obtener más información sobre aquello que realmente impulsa su negocio: sus relaciones con los clientes.

Información sobre PipelineDeals

PipelineDeals

http://www.pipelinedeals.com

Fundada en 2006

Vídeo de PipelineDeals
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Resumen de precios de PipelineDeals

PipelineDeals no tiene versión gratuita, pero ofrece una prueba gratis. La versión de pago de PipelineDeals está disponible a partir de US$ 25,00/mes.


Precio inicial

US$ 25,00/mes

Versión gratuita

No

Prueba gratis

PipelineDeals deployment and support

Asistencia

  • Horas laborables
  • En línea

Implementación

  • En la nube, SaaS, web
  • Móvil: nativo de iOS
  • Móvil: nativo de Android

Formación

  • En persona
  • En directo en línea
  • Seminarios web
  • Documentación

Funciones de PipelineDeals

  • Acceso móvil
  • Almacenamiento de documentos
  • Evaluación de clientes potenciales
  • Generación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de chat interno
  • Integración de redes sociales
  • Marketing por correo electrónico
  • Presupuestos y ofertas
  • Segmentación
  • Sistema de calendarios o recordatorios

Lista completa de Software CRM

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Reseñas de PipelineDeals

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Overall rating

4,4/5

Average score

Facilidad de uso 4,3
Atención al cliente 4,5
Funcionalidades 4
Relación calidad-precio 4,4

Review software

Share your experiences with other software buyers.

¡Escribe una reseña!
Michael F.
Business Development Manager
Servicios medioambientales, 11-50 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    5 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Publicado el 7/4/2020

"Its not Salesforce, but it also won't bankrupt your small business"

Comentarios: Overall, this was the solution my company needed. We had used Salesforce long before I was on staff, and it was too costly to keep using. When I was onboarded there was no CRM being used, and that had to change. Pipeline Deals gave us all the functionality we needed at a much much lower cost and barrier to entry.
Highly recommended.

Puntos a favor: This is a very powerful CRM solution. As I was looking for solutions I came across quite a few that were reviewed by many sites. Pipeline Deals consistently was in the top tier of CRMs for SMB companies.
I watched a few online demos and reviews before reaching out to their team. I was quickly assigned a representative that walked my team through a live demo and set us up with a POC trial. After our trial ended we signed up and were off. Setting up Pipeline Deals was quite easy, as the software can conform to your needs. Almost all fields are fully customizable, however this did take some getting used to, to see how changes were reflected as a whole in pipeline view.
Overall, great product for a lot less than what Salesforce, Salesloft of Hubspot might run you.

Contras: As a smaller company some of the integrations that other CRMs have were either missing or lacking. However, Pipeline Deals is getting better about innovation. One of my favorite shortcuts they rolled out was a LinkedIn plugin, this allowed for you to connect with somebody on linkedIn and in one click import them into your CRM. However, many times it would populate the fields with incorrect info or just generic info like where their company was headquartered instead of where that employee was actually located.
Additionally, at times the APIs for some of these newer services would change, and then the features would not work.

  • Fuente de la reseña 
  • Publicado el 7/4/2020
Gary D.
Sales Manager/ Special Projects
Construcción, 51-200 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    5 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    4 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 8/2/2019

"Pipeline for Commercial construction customer followup, relationship building, and new Clients"

Comentarios: Before we used Pipeline Deals we were using paper and pen to keep track of our client relationships. These notes were easily lost in the shuffle and we had no hard reminders for us to follow up with our clients. Now we are able to keep our office focused on the needs of our clients and to pursue new business.

Puntos a favor: The ease of integrating pipeline into our daily routine when making calls and following up with our clients. With the preset notation in our activity feed it is just a couple of clicks with the mouse to fill out our notes for that client. The ability to share "Deals" and to follow up when one of us is out of the office on a business trip or vacation. When we are on a trip having the app available on our phone is also a very nice feature. There is peace of mind knowing that the hard work to manage relationships with our customers does not end if an employee is fired or quits working for us.

Contras: Pipeline is not ready to sync with our Go Daddy email account, so we continue to push our emails to our home page in Pipeline Deals. Then we have to make sure they are entered into our activity feed for our customers through the home page.

  • Fuente de la reseña 
  • Publicado el 8/2/2019
Mark B.
VP
Software informático, 11-50 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    4 /5
  • Facilidad de uso
    4 /5
  • Características y funcionalidades
    3 /5
  • Asistencia técnica
    4 /5
  • Relación calidad-precio
    2 /5
  • Probabilidad de recomendación
    6/10
  • Fuente de la reseña 
  • Publicado el 25/8/2020

"Pipeline Deals Review"

Comentarios: Their support was good and they keep trying to evolve the product which is good.

Puntos a favor: It was pretty easy to set up and create custom view reports so we could track sales and onboarding activities. It synced to my email which was great.

Contras: We tried to use it for project management tracking for onboarding activities. While it sort of worked for that, the number of notification capabilities had quantity limits on it and it would have been good if notifications could have gone to customers too for each project and not just internal people.

Respuesta de proveedores

por PipelineDeals el 28/8/2020

Hi Mark, thank you so much for your review and feedback. We take product feedback very seriously and really appreciate it!

  • Fuente de la reseña 
  • Publicado el 25/8/2020
Larry S.
CFO
Servicios financieros, 11-50 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    3 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 28/4/2020

"Sales in our office is all about Volume"

Comentarios: The program is really not completely intuitive. This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program.

Puntos a favor: It could not be easier to load prospects. We signed up for a library card online. We select the type of businesses we want to pursue. We download spreadsheets of demographic information related to them. We upload those spreadsheets and start calling.

Contras: I am certain that there are programs that provide more management tools. We simply are not that sophisticated with our sales efforts. If it is simply volume you seek, this is the right product. If you are looking for less effort and more management, pick again.

Respuesta de proveedores

por PipelineDeals el 29/4/2020

Hi Larry, thank you for writing a review. We value your feedback.

  • Fuente de la reseña 
  • Publicado el 28/4/2020
Usuario verificado
VP of Product
Servicios jurídicos, 11-50 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    4 /5
  • Facilidad de uso
    4 /5
  • Características y funcionalidades
    3 /5
  • Asistencia técnica
    Sin valoración
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    7/10
  • Fuente de la reseña 
  • Publicado el 6/2/2020

"Solid little CRM but with few native integration options"

Comentarios: I use it every day, and it gets the job done. I know the job could get done in a much better way if we migrated to something more powerful, but the thought of upending our entire sales process to new software seems like too much effort for the reward - for now at least.

Puntos a favor: Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting.

Contras: The core functionality of a CRM is pretty basic, it's just a database with a lot of custom variables (fields) associated to each entry. What makes a CRM powerful (or not) in my opinion is the ability for the software to integrate with other software in your business stack. This is the Achilles heel for Pipeline Deals, as the options for integrations are extremely limited.

Respuesta de proveedores

por PipelineDeals el 7/2/2020

Hi There, thank you for your review. We would love to speak with you about it to learn more. Please feel free to call us at 866-702-7303 or email [email protected]

  • Fuente de la reseña 
  • Publicado el 6/2/2020