Opiniones de Pipeline CRM
Pipeline CRM
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- Sector: Administración gubernamental
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Functional and Nible
Revisado el 7/2/2019
We're better able to keep track of our contacts throughout the City across multiple team members as...
We're better able to keep track of our contacts throughout the City across multiple team members as well as track long term projects and assign various tasks to team members. We're also able to report out our progress which is helpful in making sure we're on target to meet our goals.
Puntos a favor
This software is easy to use and customizable. It doesn't cost as much as some of their competitors, but does a ton to track deals and projects. I also very much appreciate the ability of their programmers to incorporate a suggestion fairly quickly and they are always looking for ways to improve the software.
Puntos en contra
It can be a real pain to input all the information from business cards we receive. It would be super helpful to have an integration that allowed your phone to take a photo and scan in the information to upload to Pipeline Deals.
- Sector: Servicios financieros
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de un año
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
A great, simple CRM
Revisado el 8/2/2019
Having used some of Pipeline Deals competitors, including one of the biggest names in the CRM...
Having used some of Pipeline Deals competitors, including one of the biggest names in the CRM field, I find Pipeline deals to be a perfectly suitable CRM option with great user support.
Puntos a favor
Pipeline Deals has a clean interface. It's easy to use, and from the perspective of a manager, it's the sort of thing that somebody who isn't too technical (or organized) can still use efficiently. At the same time, for people who are excited about CRM functionality and drilling into client data (like me) there are some powerful tools to really target exactly the set of clients you want.
I also like the fact that when you call user support, a real human being answers the phone who is able to resolve your issues for you on the spot.
Puntos en contra
The only real issue I have with Pipeline Deals is I'd like a way to set priority on tasks either by colour code, or being able to drag and drop their order top to bottom on the calendar and agenda.
- Sector: Servicios de información
- Tamaño de la empresa: Trabajador autónomo
- Software usado A diario durante 1-5 meses
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 0.0 /10
A total scam, stay away!
Revisado el 2/5/2022
Totally unpleasant, losing time and money in the process.
Totally unpleasant, losing time and money in the process.
Puntos a favor
Nothing! They sell you things that they can't make true.
Puntos en contra
A total scam, after purchase they block you on social media and you can't connect on their plateform. Always getting error 504 when trying to login. Stay away from this! Totally not worth the money and trouble.
- Sector: Tecnología y servicios de la información
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Easy to use CRM
Revisado el 8/2/2019
We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is...
We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level.
Its very easily adaptive and the interface itself is very clean. Offers great reporting features as well. We are also using Pipeline Deals as our daily task management system and it let us very easily manage our followups and daily to'dos
Puntos a favor
We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level.
Puntos en contra
Nothing as such. As for now, we are very much satisfied with PLD and it covers most of all our requirements.
- Sector: Software informático
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 6.0 /10
Excellent Value!
Revisado el 10/2/2019
Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is...
Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is easy to teach to new employees and easy to use on a day-to-day basis.
Puntos a favor
PipelineDeals is very easy to use. I like how the deal, company and people as well as all communication to with the people is rolled into one easy to read page. Adding new fields is also very easy to do - as well as adding new lines to the fields.
Puntos en contra
What I like about PipelineDeals is that it isn't as complex as other CRM systems. With that said - there are some workarounds - like adding communications with people via bcc on email - that are very cumbersome and not intuitive.
- Sector: Comercio minorista
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante 6-12 meses
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Inside Sales Help
Revisado el 8/2/2019
Again I do not have a lot of experience with Pipeline, but what I do have I really enjoy. It makes...
Again I do not have a lot of experience with Pipeline, but what I do have I really enjoy. It makes it very convenient to follow up with leads which is important to me.
Puntos a favor
Personally I like how easy it is to access all of my deals with just a couple of clicks. Also as an inside sales representative, in my particular profession, I do not see a lot of leads that I need to follow up on so the ones that I do need to follow up on are that much more important. Pipeline Deals helps organize and reminds me daily about which leads I need to follow up on. It also allows me to make custom notes and set various times and dates in which I am reminded to follow up.
Puntos en contra
I haven't used Pipeline deals for a long time, but one thing that I would like to be able to do is upload my quotes onto pipeline deals. It would be nice to have that information attached to the customer's profile for quick access.
- Sector: Software informático
- Software usado A diario durante Más de un año
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
PipelineDeals is the only standout CRM I have administered.
Revisado el 7/7/2018
Puntos a favor
Pipeline has assisted my organization to effectively designate our sales approach and follow-up with our most juicy customers. We use the Pipeline Calender feature to properly manage sales calls we need to make ,and everyone on the sales team can now properly track all of our most important projects.
The entire sales team stays on the same page , as every sales person is able to read notes left by others on every profile page ; ensuring they simply need to continue from where their colleagues stopped and avoid repeating sales milestones already accomplished by others.
Puntos en contra
I want Pipelinedeals to improve on its search functionality to effectively combine tagline search results.
- Sector: Gestión de organizaciones sin ánimo de lucro
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Easy to use with customizable reports
Revisado el 12/2/2019
Overall, our organization has had a very positive experience with PipelineDeals. Years later and...
Overall, our organization has had a very positive experience with PipelineDeals. Years later and we're still learning how to customize and utilize the options.
Puntos a favor
Mostly, I like that I can create reports based off of several different types of data, from custom field data to monetary figures.
Puntos en contra
Least of all I do not like that one can't remove past users. We can create an archive team and place them there, but their data and names show up in places where deals cross over still. I'd like to see an option where we can either completely migrate their data or delete totally.
- Sector: Automoción
- Tamaño de la empresa: 1,001-5,000 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
PipelineDeals has increased our revenue by over 300%!
Revisado el 13/2/2019
Using the software is as easy as it gets. Working with the support team is always a pleasure!!
Using the software is as easy as it gets. Working with the support team is always a pleasure!!
Puntos a favor
PieplineDeals is incredibly easy to customize and use. We have over 100 PipelineDeals users across our franchise group. EVERY user has made it clear that they would not be able to track sales progress as easily as PipelinDeals has made it.
Puntos en contra
There are no real cons to PipelineDeals! I only say this because when there is a feature that is not already built into the program, you can put in a feature request and the development team will add the feature.
- Sector: Transporte/transporte en camión/ferrocarril
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Value Packed
Revisado el 8/2/2019
I have used PipelineDeals as a Sales Manager with numerous sales people and various collaborators...
I have used PipelineDeals as a Sales Manager with numerous sales people and various collaborators and as an independent sales person and in both cases it has provided the the results myself and my team were after. It is the best value out there.
Puntos a favor
Unlike larger, canned CRM’s, PipelineDeals gives you basic yet pertinent, actionable data interaction without layers of irrelevant options to navigate.
Puntos en contra
I really don’t have anything other than sometimes it can feel a bit slow but it has never held me up and the mobile app could be made easier to use but it does get the job done.
- Sector: Marketing y publicidad
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Amazing platform for campaign/project and data management
Revisado el 29/4/2022
I absolutely love working on Pipeline.
I absolutely love working on Pipeline.
Puntos a favor
Pipeline is super easy to use and integrate with other software. It allows efficient management of campaigns/projects and even links emails for the related campaign to the project. Keeps all information usable and easy to access. Love it.
Puntos en contra
There were some issues with real life updates in the comments, but after reaching out to customer service, they fixed it up for us. Other than that, there doesn't seem to be much more I would want from Pipeline.
- Sector: Servicios jurídicos
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 7.0 /10
Solid little CRM but with few native integration options
Revisado el 6/2/2020
I use it every day, and it gets the job done. I know the job could get done in a much better way if...
I use it every day, and it gets the job done. I know the job could get done in a much better way if we migrated to something more powerful, but the thought of upending our entire sales process to new software seems like too much effort for the reward - for now at least.
Puntos a favor
Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting.
Puntos en contra
The core functionality of a CRM is pretty basic, it's just a database with a lot of custom variables (fields) associated to each entry. What makes a CRM powerful (or not) in my opinion is the ability for the software to integrate with other software in your business stack. This is the Achilles heel for Pipeline Deals, as the options for integrations are extremely limited.
Respuesta de SaaS Group
Hi There, thank you for your review. We would love to speak with you about it to learn more. Please feel free to call us at 866-702-7303 or email [email protected].
- Sector: Servicios financieros
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Have used the product for 7 years and I think it's the best CRM out there by far
Revisado el 16/11/2017
AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they...
AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they click on an embedded hyperlink be at a YouTube video a PDF whichever you know in real time. There's built-in redundancy and overlap here which is actually quite useful. As splash screen is generated in real time when that activity takes place. In addition there's a icon with a chronological indication of who clicked on what and thirdly you can go into the deal profile and see everything that they put down whenever you choose. The integration with Google for work is tight and very well done. There's an icon that goes into Chrome that allows you to click on it and when someone has connected with you on LinkedIn it auto-populates your pipelinedeals with their contact information saving you a lot of copy and paste activity from LinkedIn. When are various team members have to look at or touch her file we know who has done what when in a way that's very intuitive. The software learning curve is trivial for new people coming on board. The tech support is American based and primarily young ladies with nice voices. If you have a problem they actually give no attention at solving your problem. I can go on and on but the best sale is using the product for free for 2 weeks on a trial version. I have used the software for 7 years and it's my favorite software it's made me a lot of money.
Puntos a favor
Amazing email and Link tracking on outbound emails. Best support in the industry. They understand the sales process adult the software package around that.
Puntos en contra
The Android cell version is not as robust as I would like but frankly I never use it anyways since the cell phone has two little real estate to be a value
- Sector: Internet
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 7.0 /10
Using Pipeline
Revisado el 5/2/2019
Primarily keeping track of leads, where they are in the process, and occasional mail campaigns
Primarily keeping track of leads, where they are in the process, and occasional mail campaigns
Puntos a favor
Pipeline is a relatively easy to use platform for CRM, sending out email campaigns etc. Most of us want simplicity when using these and pipeline does provide that. Has just the features and needs that one looks for without being overly complicated.
Puntos en contra
I like it but I think colleagues that maybe like features, more tech etc think it is too basic or that one would need another platform to do campaigns like a mailchimp/constant contact. Maybe the platform could be clearer about how that works and whether a company needs to use another mail feature when they can do it all on Pipeline. Im not sure about that.
- Sector: Salud, bienestar y deporte
- Tamaño de la empresa: Trabajador autónomo
- Software usado Semanalmente durante Más de un año
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 0.0 /10
This product will cost you thousands in frustration
Revisado el 22/10/2022
Horrible
Horrible
Puntos a favor
Building sales page, but I can't access them. I can't access anything and the cusotmer service is THE WORST I"VE EXPERIENCED IN ANY INDUSTRY
Puntos en contra
I haven't been able get past the a frozen blue screen after logging in. Customer service is appalling, if they decide to get back to you it takes at least 24 hours, and the standard response is we've reset your password (which is not the fix). I created sales pages using this app, which scrambled my domain certificates and has created a massive mess -- and customer service response...we've reset your password.
- Sector: Construcción
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante 1-5 meses
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 9.0 /10
Affordable, customizable, user friendly CRM.
Revisado el 5/2/2019
Puntos a favor
My only experience with a CRM was at a fortune 50 company. It was an in house system that was so difficult to use that no one used it. The 7AM Monday sales meetings were spent trying to understand what each person had put into their CRM and why it was reporting correctly. Needless to say- having and using a CRM was never on my to do list. Having hired an outside sales consultant to build our sales team, I was told a CRM was imperative. Having looked at a few, pipeline deals was recommended to me from a friend in EO. The big guys are way too expensive and bloated for what we needed. Pipeline deals has exceeded my expectations on all fronts. With regards to using the software and its capabilities, I feel like I just opened Excel and am thrilled to learn about the SUM() function. I haven't tapped into the full features offered yet, but I know they are there when we are ready. As for now, I'm very pleased, and everyone can use the software without any training.
Puntos en contra
It would be nice if there was a slightly less feature rich program at a reduced price. Again, compared to other CRMs, this one is a no brainer. I would say training, but there are a ton of videos and emails asking if I need help and that's all on me for not taking advantage.
- Sector: Propiedad inmobiliaria
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Huge database keeps us organized
Revisado el 12/11/2019
Every client is in the database. We can tell if they have signed an NDA, where they are, all their...
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
Puntos a favor
All contacts are in one place. If a client calls, we can all tell if that client 'belongs' to another Agent.
Puntos en contra
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
Respuesta de SaaS Group
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!
- Sector: Diseño
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de un año
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 6.0 /10
Overall PipelineDeals Review
Revisado el 5/2/2019
We use PipelineDeals to manage incoming new business leads / potential clients. We typically get...
We use PipelineDeals to manage incoming new business leads / potential clients. We typically get new requests and then input the information all at once into each category (which is cumbersome—i would love to be able to open person/company/deal as one step, as i have lots to copy/paste into the forms—it would help to have all that possible at once as I get the information piecemeal from emails, linkedin, etc.)
Puntos a favor
I do like the way I can split out my incoming client roster by deal, person, or company. I appreciate that I'm able to create upcoming tasks based on any of those categories.
Puntos en contra
I find the way deal/person/company is split out into tabs (and otherwise into a table view) to be cumbersome. I think some deep, clever, interesting, strategic user experience based on how real people would like to use this kind of tool would be key for bringing PipelineDeals to the next level. I also do like that i can bring in LinkedIn bios into PipelineDeals with a Chrome extension, but I do wish two things: 1) i could do that for companies as well as individual people, and 2) i could be offered a way to edit the info quickly before i submit it into PipelineDeals. Example: i use Evernote, and the plugin allows me to choose a page to grab, but before it's done it allows me to change the name of the note, add tags, etc.
- Software usado A diario durante Más de un año
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Top crm software we've used in credit card processing sales
Revisado el 22/6/2018
This reduces data entry and streamlined our process. Love it
This reduces data entry and streamlined our process. Love it
Puntos a favor
We love the ability to assign territory, accounts and leads to a specific group or individual this eliminates people contacting the same merchant. We are able to know when an account needs follow up, we can properly document the process and paperwork throughout. Nothing falls thru the cracks with this. I love being able to upload excel files quickly. This also allows us to drop market emails to merchants as well.
Puntos en contra
This is definitely more expensive than similar crm systems but you get what you pay for. If your a small organization might not be for you.
- Sector: Tecnología y servicios de la información
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de un año
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 7.0 /10
Envizi PD Review
Revisado el 10/2/2019
Overall, PD works sufficiently to meet 80-90% of what we need. The lack of logging of data on field...
Overall, PD works sufficiently to meet 80-90% of what we need. The lack of logging of data on field changes do make some reporting difficult.
Puntos a favor
UI is very intuitive, the excel style dashboard on companies/ deals/ people is great. Its a solid CRM that does most of what you need from a CRM.
Puntos en contra
1. PD does not log changes made on the fields, and on some part that it does, it is not easily accessible / extract-able to build a report from. I.e. Qualification status at Company level, can be "To be Qualified" -> "1st Qualification Meeting Done" -> "Qualified in" or "Qualified Out". The fact that PD does log field changes, makes it difficult to report on overtime progress. What can be reported on is limited to the current snapshot.
2. No automatically calculated field for Enforcement. i.e. Deal amount is equal to $X from product A + $X from Product B + $X from product C, it will be great if deal amount were to be changed, PD can prompt a message to enforce that the $X from Product A/B/C is also updated and sums out properly.
3. When creating an Agenda, there is an Agenda Type. Once the Agenda is completed, the Agenda Type detail cannot be retrieved, PD will only show the Agenda Title and Description.
- Sector: Servicios jurídicos
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Easy to Use and Completely Customizable
Revisado el 5/2/2019
Puntos a favor
Ease of use, email campaigns feature, unlimited custom fields, tasks/events easy to manage and schedule to followup with leads.
Puntos en contra
Intermittent sporadic downtime, doesn't have the ability to use multiple filters to tailor deals, tasks, and leads specifically for a certain report necessary to our business, sometimes creates duplicate leads stemming from the same phone number that already has an existing lead created.
- Software usado A diario durante Más de un año
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Intuitive CRM Software made training sales reps very easy.
Revisado el 7/11/2017
We were able to track our contract sales reps progress towards goals, send intentional email...
We were able to track our contract sales reps progress towards goals, send intentional email campaigns and house all of our prospect information in one place.
Puntos a favor
The software is easy to use and navigate. Able to customize to make the program work for you. Email campaign functionality is very useful. Workflow automations help the sales process run itself.
The company is still learning and are adding new functionality on a frequent basis.
Puntos en contra
Difficult to get the filtering to do everything you want. Formatting the email campaigns can be a challenge; all images need to be hosted on another server.
- Sector: Maquinaria
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante 6-12 meses
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
More Bang for the Buck!
Revisado el 3/10/2016
Having used SalesForce.com in prior sales/marketing roles, it is hard to deny SF's dominance and...
Having used SalesForce.com in prior sales/marketing roles, it is hard to deny SF's dominance and superiority in the CRM space. However, it is equally hard to deny that SF is the highest priced solution available, especially when you factor in the investment of time and consultation fees required to tailor SF for your specific needs and preferences.
Given this we began a diligent search through the CRM jungle to determine if there was a CRM solution that offered most of the same capabilities as SF "out of the box", for less money. Our matrix of candidates winnowed down very quickly to Pipeline Deals. PLD provided all of the SF type capabilities that we needed, such as email tracking, mass email tracking, account & deal history management, remote access via iPhone App, Deal stage tracking, customization, and excellent customer service. So, all of the attributes and capabilities that we admired about SF were present in PLD, but for much less money, and with a much easier set-up process, and with a much better and more accessible customer service team.
PLD has been an exceptionally good CRM for our needs and expectations at a more competitive price point.
Puntos a favor
Ease of use and capabilities. Customer service. iPhone App. Email Tracking. Email interface.
Puntos en contra
Calendar doesn't sync with my Outlook or iCal calendars. There is no 'Click to Dial' VOIP option. Historical view under a contact or deal is a little cumbersome and wonky. Does not have SF's capability in customizing the historical view, Person view, company view.
- Sector: Ingeniería industrial o mecánica
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
My sales people like the application almost all the time
Revisado el 5/2/2019
When the application is working it is very nice. tracking in bound and outbound is easy. the...
When the application is working it is very nice. tracking in bound and outbound is easy. the reports and Deals are very clean and east to read. However at times outlook drops the add-in connection and we have to reinstall and re link the program.
Puntos a favor
The install and link to outlook is and easy process
Puntos en contra
At times it loses the link to the outlook email account and people have to manually reset the Add-in and tell the software to re connect.
- Sector: Externalización/deslocalización
- Tamaño de la empresa: 201-500 empleados
- Software usado A diario durante 6-12 meses
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Good tool for sales' visibility to everyone
Revisado el 20/2/2020
As part of the onboarding team, it really helped to have this tool to check the interaction with...
As part of the onboarding team, it really helped to have this tool to check the interaction with the sales team and what stage of the deal they're at.
Puntos a favor
I love that everyone can create their own dashboards according to the variables or columns that are relevant to their work. These charts are visible to one or more users and it's helpful to keep track of task completion. I love that they include email automations to set up reminders for specific users within PipeLineDeals.
Puntos en contra
If not used properly, it can become cluttered with unnecessary information and profiles that are useless. The key is to set up profiles and leads correctly to avoid this.