Read our in-depth PipelineDeals review to learn more about its features. The unbiased review also covers its pricing plans, integrations, specifications, and pros and cons.
What is PipelineDeals?
PipelineDeals is an easy-to-use sales-centric Customer Relationship Management (CRM) software designed to help sales teams in small to medium-sized businesses.
The CRM software offers a range of powerful features that are designed to simplify sales processes. The tool has a very intuitive interface and provides a personalized user experience along with flawless customer support.
PipelineDeals CRM allows sales teams to forge strong relationships with customers and automate manual, mundane, and repetitive tasks.
What makes it one of the most popular solutions is that it combines sales engagement and CRM tools together into a single application. This not only allows businesses to create scalable processes but also boosts sales productivity and increases profitability.
All in all, the tool is tailored to cater to the requirements of sales representatives and also fast-tracks sales opportunities. Right from building stronger customer relationships to monitoring marketing campaigns, PipelineDeals provides robust tools to make it all happen.
- Company: PipelineDeals
- Website: https://www.pipelinecrm.com/
- Founded in 2006
- Country of origin: United States of America
PipelineDeals Important Features
Customizable task view
The tool allows users to see all their deals in a customizable list view. Users can also use filters to find information without wasting time.
Relationship lifecycle management
Users can manage the lifecycle of each lead. Leads can easily progress to upsell, cross-sell, renewal, and ongoing relationships.
PipelineDeals CRM provides all the features required to facilitate the smooth functioning of all remote sales teams. It includes features to support deal assignment, commenting, collaborative pipeline management, and deal sharing.
Reports and dashboards
PipelineDeal provides systematic and easy-to-understand reports that provide clear insights regarding your sales pipeline. The reports and dashboards are extremely user-friendly and are visually appealing.
The smart agenda primarily works like a To-do list. It allows users to identify what they have lined up as soon as they log in to PipelineDeals.
Lead and deal management
The deal management feature paves the way for the seamless organization of your team’s collective knowledge and creates an efficient collaborative sales network.
Users can set and track their sales goals with PipelineDeals’s very simple mechanism that helps you create and monitor sales goals.
Users can also build custom dashboards that can be updated in real-time.
PipelineDeals Key Features Overview
- Activity tracking
- Data importing
- Custom deals
- Lead sources
- Sales goals
- Account permissions
- Centralized document storage
- Sales pipeline visibility
- Sales acceleration
- Mobile access
- Custom list views
- Account customization
- Team collaboration
- Details sales reports
- Contact and lead management
- Data importing
PipelineDeals CRM offers three main pricing plans. All pricing plans offer a 14-day free trial.
Price: $25 per user/month
Price: $33 per user/month
Price: $49 per user/month
PipelineDeals Pros and Cons
- User interface
- API integrations
- Email and calendar integration
- Users can set up different types of reporting and tracking
- Great customization options
- Navigating through large groups is very easy
- Customer support
- Training programs
- It is a resourceful tool only for sales teams
- The tool requires some improvements when it comes to saving contact information of different people from the same company
- Limited integration options with third-party applications
- Automation is very limited
- Limited management tools and features
- Changes in APIs of new services
- Google Docs
- Google Drive
- Google Apps
- Microsoft Excel
Free Trial – Yes
Free Version – No
- Live online
- Small-sized businesses
- Medium-sized businesses
- START: $ 25 per month/user
- DEVELOP: $ 33 per month/user
- GROW: $ 49 per month/user
- Knowledge base
- Phone support