Über Pipeline

Die meisten Vertriebsleiter sind der Ansicht, dass Geschäftsergebnis und Wachstum durch ungenaue und unvollständige Vertriebsdaten beeinflusst werden. Wähle ein CRM, das dein Verkaufsteam tatsächlich verwendet, damit du Geschäftsentscheidungen auf der Grundlage von Daten treffen kannst, denen du vertraust, und nicht aus einem Bauchgefühl heraus. PipelineDeals ist das am häufigsten eingesetzte CRM mit 83 % Nutzerakzeptanz, verglichen mit 61 % Akzeptanz bei Salesforce oder Dynamics 365 (validiert durch G2Crowd).

PipelineDeals ist ein leistungsstarkes CRM, mit dem du Abläufe rationalisieren, Prozesse standardisieren und sicherstellen kannst, dass Service-Levels eingehalten werden. Stelle die Unternehmenskultur auf absolute Rechenschaftspflicht und Transparenz um. Schaffe bessere Prozesse, Gewohnheiten und Verhaltensweisen. Steigere Umsatz und Profitabilität.

100 % Zufriedenheitsgarantie oder 30-Tage-Geld-zurück-Garantie. Es ist so sicher, dass du vom CRM von PipelineDeals begeistert sein wirst, dass du zu 100 % innerhalb von 30 Tagen nach Kauf dein Geld zurückbekommst, wenn dem nicht so ist. Ohne Rückfragen.

Geräte

Unternehmensgröße

K M G

Märkte

Australien, Kanada, Vereinigtes Königreich, Vereinigte Staaten

Unterstützte Sprachen

Englisch

Bilder

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

Funktionen

Gesamtzahl der Funktionen von Pipeline: 91

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Angebote / Schätzungen
  • Anpassbare Felder
  • Anpassbare Vorlagen
  • Aufgabenliste
  • Aufgabenmanagement
  • Aufgabenplanung
  • Aufgabenplanung
  • Berichterstattung / Analyse
  • Berichterstattung und Statistik
  • CRM
  • Chancenmanagement
  • Chat/Messaging
  • Daten-Import / -Export
  • Datenbank-Unterstützung
  • Diagramm-Erstellung
  • Dokumentenspeicher
  • Duplizierte Erkennung
  • E-Mail Marketing
  • E-Mail-Antworten-Kontrolle
  • E-Mail-Management
  • E-Mail-Vorlagen
  • Echtzeit-Aktualisierungen
  • Echtzeit-Analytik
  • Engagement-Analytik
  • Ereignis-Nachverfolgung
  • Erinnerungen
  • Gamification
  • Gebietsmanagement
  • Gemeinsame Kontakte
  • Inbox-Management
  • Integration in QuickBooks
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Kalender-Synchronisierung
  • Kalenderverwaltung
  • Kampagnen-Segmentation
  • Kampagnenanalysen
  • Kampagnenmanagement
  • Katalogisierung / Kategorisierung
  • Kategorisierung / Gruppierung
  • Kommentare / Notizen
  • Kontakt-Datenbank
  • Kontaktmanagement
  • Kundendatenbank
  • Kundenspezifisches Branding
  • Lead Segmentierung
  • Lead-Distribution
  • Lead-Erfassung
  • Lead-Pflege
  • Lead-Qualifizierung
  • Leadmanagement
  • Leistungskennzahlen
  • Live-Chat
  • Marketing-Automatisierung
  • Microsoft-Outlook-Integration
  • Mobiler Zugriff
  • Passwort-Management
  • Pipeline-Berichte
  • Pipeline-Management
  • Planungs-Tools
  • Prognose
  • Projektmanagement
  • Quellen-Nachverfolgung
  • Rollen-basierte Genehmigung
  • SMS-Nachrichtenversand
  • Sales-Pipeline-Management
  • Segmentierung
  • Serienbriefe
  • Social-Media-Integration
  • Statusverfolgung
  • Suchen / filtern
  • Terminplanung
  • Terminplanung
  • Umsatzentwicklung-Analyse
  • Verfolgung von Interaktionen
  • Verfolgung von Interaktionen
  • Verkaufsberichte
  • Verkaufsprognose
  • Versand-Management
  • Vertrags-/Lizenz-Management
  • Vertriebsaußendienst-Management
  • Vorlagen-Management
  • Workflow-Management
  • Zielmanagement
  • Zielsetzung / Nachverfolgung
  • Zugriffskontrollen/Berechtigungen
  • Zugriffsquellen-Verfolgung

Alternativen

Zoho CRM

4,2
Alternative Nr. 1 zu Pipeline
Zoho CRM ist eine web-basierte CRM-Anwendung, die Benutzern eine 360-Grad-Übersicht über Vertrieb, Marketing, Inventar,...

Salesforce Sales Cloud

4,4
Alternative Nr. 2 zu Pipeline
Salesforce Sales Cloud ist eine cloudbasierte CRM-Anwendung von Salesforce. Sales Cloud hilft Vertriebsteams, Deals...

Insightly

3,9
Alternative Nr. 3 zu Pipeline
Kurbel dein Geschäft noch stärker an, indem du mit Insightly stärkere Kundenbeziehungen aufbaust, Verkaufschancen...

Salesflare

4,7
Alternative Nr. 4 zu Pipeline
Salesflare ist ein intelligentes CRM für kleine und mittlere B2B-Unternehmen, die mit weniger Arbeit mehr verkaufen...

Nutzerbewertungen

Gesamtbewertung

4,4 /5
(606)
Preis-Leistungs-Verhältnis
4,4/5
Funktionen
4/5
Bedienkomfort
4,3/5
Kundenbetreuung
4,5/5

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Andere Softwarekäufer*innen brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Eine Bewertung schreiben
5 von 606 Bewertungen angezeigt
Michael F.
Gesamtbewertung
  • Branche: Umweltdienstleistungen
  • Untern. Größe: 11-50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

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

Bewertet am 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.

Vorteile

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.

Nachteile

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.
Gesamtbewertung
  • Branche: Internet
  • Untern. Größe: 11-50 Mitarbeiter
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung

Great for Small Business Sales Teams

Bewertet am 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.

Vorteile

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"

Nachteile

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.
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Untern. Größe: 11-50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Sales in our office is all about Volume

Bewertet am 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.

Vorteile

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.

Nachteile

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.

Antwort von PipelineDeals

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

Terry B.
Gesamtbewertung
  • Branche: Telekommunikation
  • Untern. Größe: 11-50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Experiences With PipelineDeals

Bewertet am 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.

Vorteile

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.

Nachteile

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.
Gesamtbewertung
  • Branche: Bildungsmanagement
  • Untern. Größe: 11-50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

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

Bewertet am 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.

Vorteile

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.

Nachteile

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.

5 von 606 Bewertungen angezeigt Alle Bewertungen

Pipeline Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Pipeline.

Pipeline bietet folgende Kostenpläne an:

  • Beginnt ab: 25,00 $/Monat
  • Preismodell: Abonnement
  • Gratis Testen: Verfügbar

Wir haben keine Informationen über die Funktionen von Pipeline

Pipeline hat die folgenden typischen Kunden:

2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

Pipeline unterstützt die folgenden Sprachen:

Englisch

Pipeline unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

Pipeline kann in folgende Anwendungen integriert werden:

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 bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, Wissensdatenbank, Telefon-Support, Chat

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