PipelineDeals

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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. 


Vendor Details


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. 

Team collaboration

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. 

Smart agenda

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. 

Sales goals

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
  • Integrations
  • 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 Pricing

PipelineDeals CRM offers three main pricing plans. All pricing plans offer a 14-day free trial. 

START

Price: $25 per user/month

DEVELOP

Price: $33 per user/month

GROW

Price: $49 per user/month

PipelineDeals Pros and Cons


PROS:
  • 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

CONS:
  • 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


PipelineDeals Integrations

  • QuickBooks
  • Google Docs
  • Google Drive
  • Google Apps
  • CallRail
  • LinkedIn
  • Microsoft Excel

  • 123FormBuilder
  • Paycove
  • Meldium
  • Yesware
  • Webmerge
  • Bitium
  • ActiveDEMAND


PipelineDeals Specifications

Free Trial – Yes

Free Version – No

Deployment

  • Cloud-hosted

Devices supported

  • Android
  • iPhone/iPad
  • Web-based
  • Windows
  • Linux
  • Mac

Training

  • In-person
  • Live online
  • Webinars
  • Documentation
  • Videos

Typical customers

  • Small-sized businesses
  • Medium-sized businesses

PipelineDeals pricing

  • START: $ 25 per month/user
  • DEVELOP: $ 33 per month/user
  • GROW: $ 49 per month/user

Languages supported

  • English

PipelineDeals support

  • Email
  • Knowledge base
  • Phone support
  • Chat

PipelineDeals Alternatives

  • Salesforce Essentials
  • Accelo
  • HarmonyPSA
  • SuiteCRM
  • Salesforce Sales Cloud
  • Zoho CRM
  • Insightly
  • Commence


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
9.3 Total Score

Design
9
Usability
9.5
Support
9.5
Price
9
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Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency.  At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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