PipelineDeals

La herramienta de CRM idónea para ayudarte a vender de manera más inteligente.

4.4 /5 (607 opiniones) ¡Escribe una reseña!

Información general sobre PipelineDeals

¿Qué es PipelineDeals?

La mayoría de los responsables de ventas saben que los resultados finales y el crecimiento se ven afectados cuando los datos de ventas son inexactos e incompletos. Elige un CRM que tu equipo de ventas pueda usar de verdad y que te permita tomar decisiones de negocios basadas en datos fiables, no en el instinto. PipelineDeals es el CRM más usado: su adopción por parte de los usuarios es del 83 % en comparación con el 61 % de adopción de Salesforce o Dynamics 365 (datos validados por G2 Crowd).

PipelineDeals es un CRM eficaz para ayudarte a optimizar las operaciones, estandarizar los procesos y garantizar que se cumplan los niveles de servicio. Adopta una cultura de responsabilidad y transparencia totales. Crea mejores procesos, hábitos y comportamientos. Aumenta los ingresos y la rentabilidad.

100 % de garantía de satisfacción durante 30 días o te devuelven tu dinero. La empresa está tan segura de que te encantará PipelineDeals CRM que te ofrece una garantía de devolución del 100 % del dinero en los 30 días siguientes a la compra. Sin preguntas.

Información general sobre PipelineDeals

Precio

A partir de
USD 25.00/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

Funciones de PipelineDeals

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Estados Unidos, Canadá, Reino Unido, Australia
Idiomas admitidos
Inglés

Medios

Get organized to accomplish more in less time.
Stay on top of all your team's activities.
Keep selling on the go with iOS and Android.
Slice and dice your data with just a few clicks.
Quickly customize reports with the information you need.
Receive daily pipeline updates in your inbox.
Captura de pantalla de PipelineDeals: Get organized to accomplish more in less time. Captura de pantalla de PipelineDeals: Stay on top of all your team's activities. Captura de pantalla de PipelineDeals: Keep selling on the go with iOS and Android. Captura de pantalla de PipelineDeals: Slice and dice your data with just a few clicks. Captura de pantalla de PipelineDeals: Quickly customize reports with the information you need. Captura de pantalla de PipelineDeals: Receive daily pipeline updates in your inbox. Captura de pantalla de PipelineDeals: Captura de pantalla de PipelineDeals: Captura de pantalla de PipelineDeals: Captura de pantalla de PipelineDeals:

Opiniones de PipelineDeals

Opiniones de PipelineDeals

Calificación general
4.4
/
5
Excelente
302

Muy bien
245

Normal
51

Pobre
7

Malo
2

Relación calidad-precio
4.4
Funciones
4
Facilidad de uso
4.3
Asistencia al cliente
4.5
90% Un ha recomendado esta aplicación
Michael F.

Its not Salesforce, but it also won't bankrupt your small business

Overall, this was the solution my company needed. We had used Salesforce long before I was on staff, and it was too costly to keep using. When I was onboarded there was no CRM being used, and that had to change. Pipeline Deals gave us all the functionality we needed at a much much lower cost and barrier to entry.
Highly recommended.


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Joel C.

Great for Small Business Sales Teams

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.


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Larry S.

Sales in our office is all about Volume

The program is really not completely intuitive. This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program.


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Terry B.

Experiences With PipelineDeals

My job as the Marketing Adviser is to schedule appointments for my team. I have only used PipelineDeals the past 4 months. It is an absolutely terrific way to keep on top of deals falling through the cracks, calendar schedules, my tasks and agendas. They even have a phone application. I know once we get all our calendars synchronized my job will be much better. PipelineDeals is a great asset to have to carry on my work, as I work remotely in Minnesota for my team in Southern California.


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Gary D.

Pipeline for Commercial construction customer followup, relationship building, and new Clients

Before we used Pipeline Deals we were using paper and pen to keep track of our client relationships. These notes were easily lost in the shuffle and we had no hard reminders for us to follow up with our clients. Now we are able to keep our office focused on the needs of our clients and to pursue new business.


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Michael F.
Sector: Servicios medioambientales
Tamaño de la empresa: 11-50 empleados
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Traducir a español

Its not Salesforce, but it also won't bankrupt your small business

Software usado A diario durante Más de dos años
Revisado el 7/4/2020
Fuente de la reseña: Capterra

Overall, this was the solution my company needed. We had used Salesforce long before I was on staff, and it was too costly to keep using. When I was onboarded there was no CRM being used, and that had to change. Pipeline Deals gave us all the functionality we needed at a much much lower cost and barrier to entry.
Highly recommended.

Puntos a favor

This is a very powerful CRM solution. As I was looking for solutions I came across quite a few that were reviewed by many sites. Pipeline Deals consistently was in the top tier of CRMs for SMB companies.
I watched a few online demos and reviews before reaching out to their team. I was quickly assigned a representative that walked my team through a live demo and set us up with a POC trial. After our trial ended we signed up and were off. Setting up Pipeline Deals was quite easy, as the software can conform to your needs. Almost all fields are fully customizable, however this did take some getting used to, to see how changes were reflected as a whole in pipeline view.

Overall, great product for a lot less than what Salesforce, Salesloft of Hubspot might run you.

Puntos en contra

As a smaller company some of the integrations that other CRMs have were either missing or lacking. However, Pipeline Deals is getting better about innovation. One of my favorite shortcuts they rolled out was a LinkedIn plugin, this allowed for you to connect with somebody on linkedIn and in one click import them into your CRM. However, many times it would populate the fields with incorrect info or just generic info like where their company was headquartered instead of where that employee was actually located.
Additionally, at times the APIs for some of these newer services would change, and then the features would not work.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Joel C.
Sector: Internet
Tamaño de la empresa: 11-50 empleados
Traducir a español
Traducir a español

Great for Small Business Sales Teams

Revisado el 31/3/2016
Fuente de la reseña: GetApp

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.

Puntos a favor

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"

Puntos en contra

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 !

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Larry S.
Sector: Servicios financieros
Tamaño de la empresa: 11-50 empleados
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Traducir a español

Sales in our office is all about Volume

Software usado A diario durante Más de dos años
Revisado el 28/4/2020
Fuente de la reseña: Capterra

The program is really not completely intuitive. This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program.

Puntos a favor

It could not be easier to load prospects. We signed up for a library card online. We select the type of businesses we want to pursue. We download spreadsheets of demographic information related to them. We upload those spreadsheets and start calling.

Puntos en contra

I am certain that there are programs that provide more management tools. We simply are not that sophisticated with our sales efforts. If it is simply volume you seek, this is the right product. If you are looking for less effort and more management, pick again.

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Respuesta de PipelineDeals

Hi Larry, thank you for writing a review. We value your feedback.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Terry B.
Sector: Telecomunicaciones
Tamaño de la empresa: 11-50 empleados
Traducir a español
Traducir a español

Experiences With PipelineDeals

Software usado A diario durante 1-5 meses
Revisado el 5/2/2019
Fuente de la reseña: Capterra

My job as the Marketing Adviser is to schedule appointments for my team. I have only used PipelineDeals the past 4 months. It is an absolutely terrific way to keep on top of deals falling through the cracks, calendar schedules, my tasks and agendas. They even have a phone application. I know once we get all our calendars synchronized my job will be much better. PipelineDeals is a great asset to have to carry on my work, as I work remotely in Minnesota for my team in Southern California.

Puntos a favor

I love the communication part of the services because you are able to share deals and the tracking capabilities are awesome For instance If I add a Person it will let me automatically create a Company and then from there I can create a Deal and track the progression. The reminders of task, agendas and scheduled meeting calendar reminders allow me to have a flow of business throughout the day. I have so much more to learn - PipelineDeals has training at least two or more times a week and they also supply all different training modules. I have a terrific contact that is a live person for a Success Coach who is more than willing to assist our team.

Puntos en contra

One area would be better is that now I know to create the Person 1st and the Company will be created right then, however not all the company information shows and so I need to create and retype all the information again, like the address, phone number, email etc. Then two addresses show up. It would be nice when you create the person you create the company, deal with all pertinent information at the same time - then when you add a new person to the deal all that information populates for them that is attached to the company and deal. Also the ability to isolate the deals lost so they do not show up in the whole list-but they are there so your percentages of win-losses are calculating.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Gary D.
Sector: Construcción
Tamaño de la empresa: 51-200 empleados
Traducir a español
Traducir a español

Pipeline for Commercial construction customer followup, relationship building, and new Clients

Software usado A diario durante Más de un año
Revisado el 8/2/2019
Fuente de la reseña: Capterra

Before we used Pipeline Deals we were using paper and pen to keep track of our client relationships. These notes were easily lost in the shuffle and we had no hard reminders for us to follow up with our clients. Now we are able to keep our office focused on the needs of our clients and to pursue new business.

Puntos a favor

The ease of integrating pipeline into our daily routine when making calls and following up with our clients. With the preset notation in our activity feed it is just a couple of clicks with the mouse to fill out our notes for that client. The ability to share "Deals" and to follow up when one of us is out of the office on a business trip or vacation. When we are on a trip having the app available on our phone is also a very nice feature. There is peace of mind knowing that the hard work to manage relationships with our customers does not end if an employee is fired or quits working for us.

Puntos en contra

Pipeline is not ready to sync with our Go Daddy email account, so we continue to push our emails to our home page in Pipeline Deals. Then we have to make sure they are entered into our activity feed for our customers through the home page.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Recomendación de usuario
8.2/10
Basado en 607 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de PipelineDeals

Precios de PipelineDeals

A partir de
USD 25.00/mes
Prueba gratis
Suscripción
Relación calidad-precio
Relación calidad-precio
4.4/5
Basado en 607 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de PipelineDeals

Funciones de PipelineDeals

API
Base de datos de clientes
Campos personalizables
Creación de informes personalizables
Creación de informes y estadísticas
Creación de marca personalizable
Datos en tiempo real
Encuestas y comentarios
Gestión de calendarios
Gestión de contactos
Importación y exportación de datos
Integración de correo electrónico
Integración de redes sociales
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Recordatorios
Seguimiento de actividades
Funciones
4/5
Basado en 607 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Preguntas frecuentes sobre PipelineDeals

Preguntas frecuentes sobre PipelineDeals

He aquí algunas preguntas frecuentes sobre PipelineDeals.

P. ¿Qué tipo de planes de precios ofrece PipelineDeals?

PipelineDeals ofrece los siguientes planes de precios:

A partir de: USD 25.00/mes

Modelo de precios: Suscripción

Prueba gratis: Disponible

P. ¿Cuáles son las características principales de PipelineDeals?

No tenemos información sobre las características de PipelineDeals

P. ¿Quiénes son los usuarios habituales de PipelineDeals?

Los clientes habituales de PipelineDeals son:

Empresas pequeñas, Empresas medianas

P. ¿Qué idiomas admite PipelineDeals?

PipelineDeals admite los siguientes idiomas:

Inglés

P. ¿PipelineDeals es compatible con dispositivos móviles?

PipelineDeals admite los siguientes dispositivos:

Android, iPhone, iPad

P. ¿Con qué otras aplicaciones se integra PipelineDeals?

PipelineDeals se integra con las siguientes aplicaciones:

ActiveDEMAND, Akita, Bedrock Data, Bitium, Freshdesk, Grow, Help Scout, Mailchimp, PieSync, QuickBooks Online

P. ¿Qué tipo de asistencia ofrece PipelineDeals?

PipelineDeals ofrece las siguientes opciones de asistencia:

Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo