Pipeline CRM Erfahrungen

We moved from using ACT for 20 years and by doing the trial for a month and studying the online videos and training we made an easy transition to Pipeline. No Regrets in changing. Out technical staff is also happy as they don't have to worry about our upgrades or weekly syncs. Plus the system has some features we did not have before.

The biggest issue is the ease of printing. Currently that only means printing labels for mailers /postcards. Of course you can do by doing mail merge with excel and word but it is a little more time consuming than just clicking a menu option to print (and of course learning how to do if not done before).

Is fairly easy and quick to master the basics, with plenty of extra power available to dig into as you get experienced with the platform. Has allowed me to keep much better track of contacts and my communication / activity with clients and prospects. The ease of setting up different filtered 'lists' (e.g. opportunities, pending proposals, commissioned projects etc.) and easily adjusting filters 'on the fly' is one of my favourite features.

When we first imported our data from a different CRM system we did experience some difficulties - with some accounts people associated with different (wrong) staff members. So, I think this is something to talk to the Pipeline Deals support team about proactively UP FRONT - i.e. to maximize your chance of the switchover going smoothly

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.

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.

1. Since we have connected this with our telephone system as well as intercom chat system, this allows us to keep everything in one place for sales
2. It can also be used for customer service database to keep track of all the products purchased by the customers
3. Unlimited fields can be added
4. Support is very easy to reach

There are cases where we need to export the data and the team told us it was not possible so we really had to push them to get that done. Searching for a deal was a bit of a hassle in case we did not have the full information so it would not search through keywords

I use pipeline as a CRM, mainly for correspondence and setting appointments and reminders. It’s easy to use and simple

I think the app is lacking in that is what I use regularly. I also don’t really use the calendar feature

Customization Column selections under the "Agenda" tab allows for flexibility in the "look." Very useful when looking at work in cue. "People" tab provides same flexibility and makes it easy to find leads/contacts for various needs: Status, Source, Activity. etc. For the visually oriented reader the "Calendar" is a great organizational tool and contains all the right information in an easy to read format with optional "Month, Week, Day" layouts. Once one distinguishes the difference between "Contact" and"Lead" the power of the link is tremendous time saver. The "Activities" field is flexible and allows for cutting and pasting data from other sources such as emails. Great tool to track past conversations and to document activity. Many other great features: Search tool, report options, and scheduling feature to mention a few.

The layout in the "Contact Info" box is awkward and unclear. Contact, Owner, Company (Funeral Home) information is interspersed in an illogical way. The layout of data fields under the "Custom fields-other" bar is massive and difficult to navigate when looking for a specific item. It is a jungle of data fields without a clear path. It appears that to learn how to use specific features of this package you have to leave your current page. It would be helpful to have hint/definitions {drop-downs] embedded with critical fields similar to the "Status:" field. Ex: "Type"-Contact does not link to Digicon, Lead links to Digicon. Takes a lot of time to master the basics.

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.

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.

I really like how you are able to have all notes and conversations in chronological order from the deal/contact page. It helps you stay on top of what is going on with the individual or deal. The system is not overwhelming like a lot of other CRM systems i have used. I think it would best fit with small-medium size sales teams.

I really wish that there was some type of automatic customer engagement built in. Maybe some a text messaging feature. Also, I wish that we could be contracts in the system that can automatically go out using a signing service. From what I know, these features are offered.

We've used Pipeline Deals to create the very first CRM for our small business. It's helped our sales pipeline become much more organized and enable better tracking of projects from lead to close.

It's extremely easy to use, especially toggling between contacts and deals, and creating a new person/company/deal all at once.

I export the data to create sales reports, and have been happy with the smoothness of that process. We've also recently started using MailChimp for email campaigns, and the two programs communicate well.

The price per user license isn't cheap, so we haven't set up everyone in the organization - only the 2 key personnel.

With the email integration, a good number of emails get attached to the wrong deal. The algorithm reads the names of other people in the company and attaches them to other deals, so I intermittently have to clean up the data, which is somewhat time consuming. Haven't figured out a way to avoid this.

Also, I'd like to be able to save different list views more easily than the software allows.

Overall, very few complaints!

It was pretty easy to set up and create custom view reports so we could track sales and onboarding activities. It synced to my email which was great.

We tried to use it for project management tracking for onboarding activities. While it sort of worked for that, the number of notification capabilities had quantity limits on it and it would have been good if notifications could have gone to customers too for each project and not just internal people.

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.

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.

It is a useful system to keep you organized with reasonable functionality. Deals feature really helps you to keep track of your business and pipeline and where it came from. Setting reminders in the calendar is extremely useful.

Some issues with functionality once there are too many sources or dropdown options. Issues from that force you to contact customer service, which can be spotty at times due to the process of their customer service with tickets.

It's clearly made by those who know what is needed in a sales process, especially larger deals with multiple contacts. The reports are excellent as is the amount you can customize the information you need to see.

I don't like the mobile app at all, in fact, it's virtually worthless. Granted, I may need to check the latest updates and see what improvements have been made. I have a lot of time at my PC and the main thing coming to my phone are appointment reminders.