Pipeline

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

Sobre Pipeline

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.

Dispositivos

Tamaño de la empresa

P M G

Disponible en los países siguientes

Australia, Canadá, Reino Unido, Estados Unidos

Idiomas admitidos

inglés

Imágenes

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.
Ver 13 más
Vídeo de Pipeline Vídeo de Pipeline Captura de pantalla de Pipeline: Get organized to accomplish more in less time. Captura de pantalla de Pipeline: Stay on top of all your team's activities. Captura de pantalla de Pipeline: Keep selling on the go with iOS and Android. Captura de pantalla de Pipeline: Slice and dice your data with just a few clicks. Captura de pantalla de Pipeline: Quickly customize reports with the information you need. Captura de pantalla de Pipeline: Receive daily pipeline updates in your inbox. Captura de pantalla de Pipeline: Captura de pantalla de Pipeline: Captura de pantalla de Pipeline: Captura de pantalla de Pipeline: Captura de pantalla de Pipeline: Captura de pantalla de Pipeline:

Funciones

Funcionalidades totales de Pipeline: 91

  • API
  • Acceso móvil
  • Actualizaciones en tiempo real
  • Alertas y notificaciones
  • Almacenamiento de documentos
  • Análisis de campañas
  • Análisis de evolución de ventas
  • Análisis de participación
  • Análisis en tiempo real
  • Automatización de marketing
  • Autorizaciones basadas en roles
  • Base de datos de clientes
  • Base de datos de contactos
  • Búsqueda de clientes potenciales
  • Búsqueda/filtro
  • CRM
  • Campos personalizables
  • Captura de clientes potenciales
  • Catalogación/Categorización
  • Categorización/Agrupación
  • Chat en vivo
  • Chat y mensajería
  • Commenting/Notes
  • Contactos compartidos
  • Control de respuestas por correo electrónico
  • Controles o permisos de acceso
  • Creación de diagramas
  • Creación de informes y estadísticas
  • Creación de informes/análisis
  • Creación de marca personalizable
  • Cualificación de leads
  • Definición y seguimiento de objetivos
  • Detección de duplicados
  • Distribución de clientes potenciales
  • Fusión de correo electrónico
  • Generación de clientes potenciales
  • Gestión de bandeja de entrada
  • Gestión de calendarios
  • Gestión de campañas
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Gestión de contraseñas
  • Gestión de contratos o licencias
  • Gestión de correo electrónico
  • Gestión de envíos
  • Gestión de flujos de trabajo
  • Gestión de modelos
  • Gestión de objetivos
  • Gestión de oportunidades
  • Gestión de proyectos
  • Gestión de tareas
  • Gestión de ventas sobre el terreno
  • Gestión del pipeline
  • Gestión del pipeline de ventas
  • Gestión del territorio
  • Importación y exportación de datos
  • Informes de ventas
  • Informes del pipeline
  • Integración de Microsoft Outlook
  • Integración de QuickBooks
  • Integración de chat interno
  • Integración de redes sociales
  • Lista de tareas (to-do list)
  • Ludificación
  • Marketing por correo electrónico
  • Mensajería SMS
  • Modelos personalizables
  • Métricas de rendimiento
  • Panel de actividades
  • Planificación de tareas
  • Plantillas de correo electrónico
  • Presupuestos y estimaciones
  • Previsión
  • Previsión de ventas
  • Programación
  • Programación de citas
  • Programación de tareas
  • Recordatorios
  • Segmentación
  • Segmentación de campañas
  • Segmentación de clientes potenciales
  • Seguimiento de actividades
  • Seguimiento de estado
  • Seguimiento de eventos
  • Seguimiento de fuentes
  • Seguimiento de interacciones
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones
  • Sincronización de calendario
  • Sistema de calendarios o recordatorios
  • Soporte de base de datos

Alternativas

Zoho CRM

4.2
#1 alternativa a Pipeline
Zoho CRM ayuda a las empresas de todos los tamaños a cerrar acuerdos de forma más inteligente, rápida y mejor.

Salesforce Sales Cloud

4.4
#2 alternativa a Pipeline
¿Has visto las soluciones para pequeñas empresas de Salesforce? Sales Cloud es una plataforma de CRM personalizable que...

Insightly

3.9
#3 alternativa a Pipeline
Haz crecer tu negocio más rápido que nunca creando relaciones más sólidas con los clientes y gestionando las...

Salesflare

4.7
#4 alternativa a Pipeline
Salesflare es un CRM inteligente para pequeñas y medianas empresas B2B que desean vender más con menos trabajo. A...

Opiniones

Calificación general

4.4 /5
(606)
Relación calidad-precio
4.4/5
Funciones
4/5
Facilidad de uso
4.3/5
Asistencia al cliente
4.5/5

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Mostrando 5 opiniones de 606
Michael F.
Calificación general
  • Sector: Servicios medioambientales
  • 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 8.0 /10

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

Revisado el 7/4/2020

Overall, this was the solution my company needed. We had used Salesforce long before I was on...

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.

Joel C.
Calificación general
  • Sector: Internet
  • Tamaño de la empresa: 11-50 empleados
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

Great for Small Business Sales Teams

Revisado el 31/3/2016

My company has used Pipeline Deals since around the time they started. We were a very early...

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 !

Larry S.
Calificación general
  • Sector: Servicios financieros
  • 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 10.0 /10

Sales in our office is all about Volume

Revisado el 28/4/2020

The program is really not completely intuitive. This has not hurt us as our questions get answered...

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.

Respuesta de PipelineDeals

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

Terry B.
Calificación general
  • Sector: Telecomunicaciones
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Experiences With PipelineDeals

Revisado el 5/2/2019

My job as the Marketing Adviser is to schedule appointments for my team. I have only used...

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.

Brian W.
Calificación general
  • Sector: Administración educativa
  • 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

It's a bit manual but does what it says on the tin.

Revisado el 12/2/2019

Overall, PipelineDeals works well as a manual CRM system, however, it is very easy for the system...

Overall, PipelineDeals works well as a manual CRM system, however, it is very easy for the system to become a mess of conflicting information as third party integrations and automation for menial tasks are close to non-existent. This means that unless users are incredibly reliant on quality control of their data and input, which as human error comes into the process becomes difficult to manage effectively. A suggestion would be to have the system pick up and associate new client contacts with the business domains and suggest in the system where the person should go, rather than defaulting to creating a company that doesnt exist which then has to be manually edited to the correct company.

Puntos a favor

Journey mapping throughout the deal process was clear and easily traceable throughout the sales cycle. Clear indications of the health of leads as well as the ability to integrate events and notifications into your workflow were definitely a plus point.

Puntos en contra

Integration with third-party applications and software is minimal, support is unfortunately only localised in the US so international clients will have significant delays in customer service. Automation is also severely limited, forcing users to be very manually focused in their day to day tasks where other service providers have the ability to automate menial tasks through the platform to increase the time spent on productive work.

Mostrando 5 opiniones de 606 Todas las opiniones

Preguntas frecuentes sobre Pipeline

He aquí algunas preguntas frecuentes sobre Pipeline.

Pipeline ofrece los siguientes planes de precios:

  • A partir de: USD 25.00/mes
  • Modelo de precios: Suscripción
  • Prueba gratis: Disponible

No tenemos información sobre las características de Pipeline

Los clientes habituales de Pipeline son:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Pipeline admite los siguientes idiomas:

inglés

Pipeline admite los siguientes dispositivos:

Android (móvil), iPhone (móvil), iPad (móvil)

Pipeline se integra con las siguientes aplicaciones:

123FormBuilder, Bedrock Data, Bitium, Callmaker, Geckoboard, Gmail, Google Calendar, Google Docs, Google Drive, Google Workspace, Help Scout, INinbox, LinkedIn for Business, Mailchimp, Microsoft Excel, Microsoft Outlook, PieSync, Quickbooks Online, RightSignature, Userlike, WebMerge, Yesware, Zapier

Pipeline ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Base de conocimientos, Asistencia telefónica, Chat

Categorías relacionadas

Ver todas las categorías de software encontradas para Pipeline.