Last Updated

Overview

Pipeline CRM, previously known as PipelineDeals, offers a customer relationship management system that targets sales teams transitioning from internal spreadsheet systems to CRM software. While it could benefit from enhanced integration capabilities with other software solutions, it maintains a straightforward design, making it an accessible option for its users.

Pipeline Specifications

  • Contact Management
  • Lead Management
  • Opportunity Management
  • Sales Forecasting

Pipeline Features

Task Management

The task management feature helps sales teams keep track of their to-dos and follow-ups. This feature allows users to create tasks, set due dates, and assign them to team members. The task management utility, further, ensures that sales teams never miss a follow-up or deadline.

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Goal Management

The goal management feature helps sales teams stay on track and hit their targets. With this facility, users can set goals for themselves and their team members. The goal management option ensures that sales teams always work towards their targets.

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Reporting Tools

The reporting tools allow users to generate reports on their sales pipeline. With this feature, users can track sales progress, identify trends, and measure their business success by finding out what's working and what isn't.

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Quotes/Estimates

The quotes/estimates feature allows users to create and send quotes and estimates to their clients. With this option, users can add line items, discounts, and taxes to their quotes. The quotes/estimates feature makes it easy for sales teams to send accurate and professional-looking quotes to their clients.

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Pros And Cons of Pipeline

Pros

  • It offers easy setup and intuitive tools to accelerate sales

  • Features like custom fields, deal stages, and permissions allow the software to be tailored to specific needs

  • Automated sales tools like email tracking, forecasting, and commissions can streamline workflows and boost productivity

Cons

  • Advanced customization and integrations may require hiring professional services for implementation

  • Limited effectiveness for large organizations and industries with specialized business processes

Pipeline Reviews

Total 4 reviews

4.5

All reviews are from verified customers

Rating Distribution

5

Stars

50%

4

Stars

50%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

P

Pedro

IT, 1-10 employees

More than a year

5.0
March 2024

“Very intuitive and easy to use”

Pros

The platform is simple and user-friendly, even for those who are not particularly tech-savvy.

Cons

The software could benefit from having more integration possibilities with other solutions.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A

Alberto

Auto Dealership, 11-50 employees

Less than a year

4.0
March 2024

“I use Pipeline CRM to keep track of my sales leads and manage customer relationships - it's been a game changer!”

Pros

Pipeline CRMs interface is quite user-friendly and its customization options make managing my leads pretty easily.

Cons

I wish Pipeline CRM had more integration options with other software tools to further streamline my workflow.

Rating Distribution

Ease of use

7

Value for money

10

Customer Support

10

Functionality

7

J

Jessica

IT, 11-50 employees

Less than 6 months

4.0
January 2024

“Nice tool to use”

Pros

With the software I found it easy to locate the information I needed in the database.

Cons

Since using a CRM is not central to my role, I have not fully explored all its features or used them to their full potential. However, I feel like understanding all the features is not a simple task.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

Frequently Asked Questions

What level of support does Pipeline offer?

Pipeline offers daily support via chat, email, and onboarding services to help customers. They have a team of CRM experts available to aid.

Who are the typical users of Pipeline?

The typical users of Pipeline are salespeople, as the software was created by salespeople for salespeople to manage pipelines, deals, and customers. It is optimized for CRM needs of sales and marketing teams.

What languages does Pipeline support?

Pipeline supports the English language.

Does Pipeline support mobile devices?

Yes, Pipeline offers support on mobile devices through their web views and has dedicated Android and iOS apps for managing CRM on the go.

How much does Pipeline cost?

Pipeline cost is based on these three plans: Start plan for $29/user/month, Develop plan for $39/user/month, and Grow plan for $59/user/month. All these offers come with a 14-day free trial. For more information on personalized pricing, you can contact us.

Is Pipeline free?

No, Pipeline is not free and requires paid subscription plans for access to all features and functionality of the sales CRM platform. However, users get know-how of the software with a 14-day free trial.