Pipeline CRM

PROS & CONS

What are the best aspects of this product?

Integration with Google App is very powerful because it doesn’t work like basic connection only, the feature to track emails is very helpful. Software’s “Connect” option gives lot of benefits. The system itself is very solid, quick and intuitive. Reports and interfaces are customizable, so the system can be run by everyone. Their support team is great as well.

What aspects are problematic or could work better?

They need to add call back/ web hook option in their api for better connection with other systems. Also, I cannot load external widgets in frames into the pipeline dashboards. Users are frustrated because the system doesn’t make distinction between companies and people.

What specific problems in your company were solved by this product?

Pipeline Deals, helps us to track our sales progress.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

This software helps me to keep track of all the deals by assigning documents, email, threads and contact information of the client. On the other side, keeps track of my team’s progress and company’s income. Thanks to sales dashboard I can see all deals ordered by stages and percentage, so I can see how much progress we had last month and how much work we have in coming period. All in all, Pipeline Deals saves us a lot of time when we need to see the whole activities throughout the year and previous months.

What aspects are problematic or could work better?

In my opinion, they need to work on their upload or attach section. It would be great to select multiple files at once and to upload them automatically. Otherwise, uploading the files and attachments separately is time-consuming.

What specific problems in your company were solved by this product?

This software helps you to track all the assign documents, emails, and conversations with your clients. Also, it helps you to enter all the data on excel automatically, thus, it saves you a lot of time.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

I love the ability to make calendar invites directly in Outlook and the invites are automatically saved in Pipeline and vice versa. I can keep my customers engaged thanks to the customer relationship management. Also, I can easily find every information I need in the Pipeline page within customers group. I love how all the features makes my work run easily without any effort.

What aspects are problematic or could work better?

I’d say that I needed some time to learn how to run this platform. They need to provide us with better tutorial so the user can find the things and options they really need.

What specific problems in your company were solved by this product?

I can find information quickly and easily. Saves time and money with calendars, paperwork and etc. Thanks to its mobile app I don’t need to spend more time on computer, so I can keep track of my business progress anywhere.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

We tried out many CRM apps but found some to be too complicated, while some needed too much data entry. Pipeline Deals turned out to be the right match for us as it is easy to use. For data entry, we use the Contact Importer for Chrome and Outlook plugin features.  Another plus point is the superior customer support. While other CRM companies tell you to use the knowledge base, Pipeline Deals offers live phone, live chat, and email support. We are also encouraged to use Pipeline Deals because of this excellent customer service.

What aspects are problematic or could work better?

There are a few minor glitches: recurring tasks cannot be created quarterly and there is no Hubspot integration, but the Zapier integration works well. Plus, the mobile app can be a little slow to pick up updates.

What specific problems in your company were solved by this product?

We use it for CRM, and to manage contacts with our clients and prospects in a more systematic and organized way. The app ensures we do not miss anybody.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

The software is well organized and helps me in organizing my schedule and my team’s schedule as well. I can add different tasks, check list, and I can make appointments to keep my team organized. I can also see other team’s schedule so I can keep everyone busy. In addition, I can keep my personal schedule and other employees can see whether I’m booked for that day or if I am able to fit in another appointment.

What aspects are problematic or could work better?

There are some issues with this software they need to work on, such as: when I put an address it doesn’t save the mailbox number or it doesn’t show the address when you type the name of the user, so I have to spend some time to enter the city, state, zip code or even the country.

What specific problems in your company were solved by this product?

The software helps us to find solutions to the problems, and to keep our customers informed when we have leads or promotions. We can keep track of the sent proposals, so when a client calls and says that he/she didn’t receive the proposal we can easily check if the estimator had sent the mail and to inform them to look into their spam folders to find our mail. When we have all information in one place we can easily sell more jobs.

Are you a current user of this product?

Yes