PipelineDeals

PipelineDeals

par PipelineDeals

Pour qui ?

Organisations de toutes tailles, dans tous les secteurs.

Notes moyennes

600 avis
  • Note globale 4.4/5
  • Facilité d'utilisation 4.3/5
  • Service client 4.5/5
  • Fonctionnalités 4/5
  • Rapport qualité-prix 4.4/5

Informations sur le produit

  • À partir de 25,00 $US/mois
  • Version gratuite Non
  • Essai gratuit Oui
  • Déploiement Cloud, SaaS, web
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation présentielle
    Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • PipelineDeals
  • http://www.pipelinedeals.com
  • Fondé en 2006

En savoir plus sur PipelineDeals

PipelineDeals est classé n° 1 des CRM pour PME et permet aux équipes de vente de divers secteurs comptant plus de 10 employés de développer des relations stratégiques. PipelineDeals propose une expérience utilisateur conviviale et personnalisable, des fonctionnalités axées sur les ventes et un support client de premier plan. Aujourd'hui, plus de 18 000 utilisateurs dans 60 pays utilisent PipelineDeals pour obtenir davantage de visibilité sur ce qui compte le plus pour leur entreprise : les relations clients.

PipelineDeals - Fonctionnalités

  • Accès mobile
  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Intégration des médias sociaux
  • Intégration du chat interne
  • Intégration du marketing automation
  • Lead scoring
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel
  • e-mail marketing

Avis les plus utiles sur PipelineDeals

Love this software, VERY handy and useful

Publié le 03/07/2018
Josh B.
CEO
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Great for getting up and running with leads and sales and a database of info. Super fast to respond to training question, etc. Really like these guys.

Avantages: This software is very user friendly. You can easily fumble your way through it, and even those who didn't grow up with computers ("pre-millennials"). The functionality is VERY customizable. It is fantastic that the software is cloud based and can be used everywhere, and the customer support is truly an awesome team. I have worked with Pipeline Deals for over 3 years, and I managed an entire team on it. It really is a fantastic sales software and a fantastic company to work with.

Inconvénients: The negative is (which is not super negative these days) is the pricing model of a monthly charge per user. This makes is a little challenging for newer companies to afford it. However, I think they have various pricing models today and some that are more affordable. There is nothing free about this software in the world of free "intro" accounts.

Great for Small Business Sales Teams

Publié le 31/03/2016
Joel C.
President
Internet, 13-50 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
Source : GetApp
4/5
Note globale
4/5
Facilité d'utilisation
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix

Commentaires: My company has used Pipeline Deals since around the time they started. We were a very early customer. I started with one sales person and have moved up to about 10 today. The system works great for this size sales team. It's not cumbersome to use as a central system for a small team to stay organized. I highly recommend it to anyone with a sales force in that range. I can't speak to it's scale above that as its my experience up to 10 active reps. They have taken what was a massive set of things reps would need to do in some of the other online systems (lets call it OVERKILL) and boiled it down to activity, opportunities, and centralized performance measurement. Its got all the bells and whistles you need... while not overwhelming you (as the sales manager/owner) or your reps with tons of required extras that clutter their ability to move fast and keep selling.

Avantages: The BEST small biz sales relationship management tool we've used (7+ years now every single day)
Very intuitive interface.
Amazingly powerful API (if you want to code connect it to your own systems)
Great customer support team (you talk to real people, in the real office)
Extremely powerful list filtering and saved reports tools
Constantly adding new features and enhancements to make it more powerful without more "clutter"

Inconvénients: The actual "finished" reporting built-in for sales performance, historicals, trending, etc is lacking quite a bit as far as "management" type reporting goes [its almost all list based reports, no roll ups, etc... you can see everything, but its not presented in any customized executive way, reason I think it works well for smaller teams. But without better aggregation, I dont think it would be fun to manage 25+ reps on something like this]. (It can be done with outside graphing and custom tools using their API but not everyone can do that). Real-Time, Customizable, Formatted Reporting for "summary/trend management" would make this thing a 10 out of 10 !

Pipeline Deals is an easy to use CRM system

Publié le 03/12/2019
Kayla F.
Senior Consultant
Conseil en gestion, 51-200 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
4/5
Fonctionnalités
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: It is a very nice way to keep all of your prospects top of mind and be able to track your activity as well as set reminders to do certain tasks.

Avantages: Easy to use - keeps me logged in - custom fields and formatting - interface is simple and smart making it easy to navigate and find what you are looking for. Reporting is easy to read

Inconvénients: doesn't have the ability to search by phone number or add parent companies. Easy to have duplicates.

Réponse de l'éditeur

envoyé par PipelineDeals le 05/12/2019

Hi Kayla, thank you so much for your kind words! We have some ways to help you with searching. If you reach out to customerc[email protected] we are happy to help!

Huge database keeps us organized

Publié le 12/11/2019
Linda H.
Sales Agent
Immobilier, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
4/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Every client is in the database. We can tell if they have signed an NDA, where they are, all their contact info, who the client belongs to and more. You can also add Deals and add people to the deal

Avantages: All contacts are in one place. If a client calls, we can all tell if that client 'belongs' to another Agent.

Inconvénients: It is a big database so sometimes it is slow to load. Also there are so many features that I am still learning hew to utilize them all

Réponse de l'éditeur

envoyé par PipelineDeals le 14/11/2019

Thank you for taking the time to write a review. We are so glad we are helping you stay organized. We are always happy to help talk through our features with us. Feel free to reach out!

Experience user

Publié le 05/02/2019
Teresa V.
Inside sales
Entreposage, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
3/5
Note globale
4/5
Facilité d'utilisation
2/5
Fonctionnalités
2/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Overall experience with Pipeline deals would be in the middle of satisfy and unsatisfied. If the issues that I can across were handle with more concern and fixable, then I would be 100% satisfy. I feel that the issues I can across will not be fixed and this is why I am 50/50.

Avantages: Pipeline Deals has the right idea when it comes to a CRM for small businesses. What I liked most about this software is
how well it works with Excel. Some people look at excel data sheets and get overwhelmed. Pipeline deals shows your data in a more friendly, easy to read and understand your data. It allows you to manage your contacts, emails, sales, calendar, meetings, etc. All of your work in one place which makes managing your sales easier, and connect with your customers on a more personal level, this allows you to meet your clients goals, needs, and wants.

Inconvénients: Pipeline deals has an error message that reads,
You've reached the 10,000 record display limit. Set filters to narrow your results. This is not helpful at all for anyone.
Pipeline deals is not compatible with an old outlook app, and outlook calendar does not sync with pipeline deals, this is inconvenience and hard to keep up with syncing pipeline deals calendar to the outlook calendar. I dislike the fact that you have to use an IMAP outlook account. Pipeline deals does not allow you to track emails when you add people to your cc, it only allows you to track one email contact at a time, unless you create a campaign, which in most cases, we rarely do this. Pipeline deals customer support line only limit to basic knowledge on how to do something, if there is a technical
issues beyond that, the C.S.R then needs to create a case and have someone get back to us, and in most cases, the technical person can not help.

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