PipelineDeals Reviews

Name: PipelineDeals
Address: 1008 Western Ave #401, Seattle
Rating: 4.08

4.1 Rating 64 Reviews

75 %

of reviewers recommend PipelineDeals

Company Reviews

Questions

Metrics

4.1

Based on 64 reviews


Customer Service
Communication Channels	Live Chat, Telephone

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Email:

customercare@pipelinedeals.com

Location:

1008 Western Ave #401
Seattle
98109

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Anonymous

Anonymous // 01/01/2019

Filter: Rated 4 None 5 Stars 4 Stars 3 Stars 2 Stars 1 Stars Helpful

“From my POV, your reporting could use one singular improvement - show/include the number of COMMENTS in the report for system use. As it is now, you only show the number of ACTIVITIES... but many of our users follow up on activity notifications by COMMENTS.... I have no way of tracking that now.”

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Posted 5 years ago

“Very please thus far.”

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Posted 5 years ago

“This is a great CRM program and if you ever need help, their customer service is on it! The only bummer is that some features that it would be nice to get take some time to either be implemented or declined, but there isn't much updating if something is declined.”

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Posted 5 years ago

“We need content for e.all marketing. Designs, Landing pages clearer email segments. Better way to segregate bounces etc.”

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Posted 5 years ago

“I like the reporting, tasks, appointments, setting up a new company and people are very easy. Can also download excel lists, link to Survey Monkey and there are many more options I'm sure I don't come close to using them all. Their on-line help is great and if they see it's a bit confusing they ask permission to call you and get everything addressed I'm having challenges with. Great team and CRM software.”

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Posted 5 years ago

“There seems to be a delay as the number of People grows. It's understandable, but that means that the 1-Click button needs to be reorganized. It would be better to set the 1-Click so that the dropdown menu is dependent on it rather than the other way around. Waiting for the dropdown menu to load and then moving to do that before doing the 1-Click Activity is less efficient than the 1-Click Activity automatically assigning the dropdown selection.”

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Posted 5 years ago

“A great benefit of Pipeline Deals is all the tools to be able to work on all your information as a team all in one place. With the mobile app recently improving that has increased too. There could still be more customization options for lists and where data could be applied. Mainly if we had the ability to change the standard fields names. Another thing that holds a lot of power in our ability to manage out information stored is the Excel integration made available a few months back. We would use this for so many things. We did run into an issue where we could not share our lists effectively. If i had pipeline refresh a list i made it was perfect. If someone else opened the same list on their computer and tried to update with the pipeline integration it would seem to break the excel worksheet. These two things are the only things right now i could think to be improved on. Have been a very happy customer and our sales team uses this a lot and will continue to.”

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Posted 5 years ago

“I am happy with the functionality of Pipeline Deals. The system is very user-friendly and meets our needs very well. I did have a negative experience recently when I received the October updates email. I requested more information about the Task Event Automations and the response I received was someone telling me that the email had links and that I should look at those. To this day, I have not received the response/information needed and I'm not too sure who to contact about it. Someone that can provide actual information and not just send me to your help page.”

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Posted 5 years ago

“Pipeline Deals is an important tool for our business.”

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Posted 5 years ago

“I think that PipelineDeals is one of the best CRM's that I have used compared to the other companies I have worked for. It is easy to navigate and Pipeline is always interested in how to improve the access to information.”

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Posted 5 years ago

“I've used PipelineDeals for roughly 2 months so far and I think it's a pretty good tool. My only improvement so far I see could be a "task" priority something as simple as low, medium and high priorities. If tasks had such a priority option then my daily tasks (important ones) would come up first on my agenda so I know they would be completed that day or at least have the best chance of being completed that day just in-case the day got busy.”

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Posted 5 years ago

“I like it but wish there were some features with regard to editing activities which the user and not administrator could quickly change when needed.”

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Posted 5 years ago

“easy to use, great customer service, live humans based in the states that I can call anytime”

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Posted 5 years ago

“I love this product. I only wish it supported IPads better then it does. My main tool is my tablet during the day”

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Posted 5 years ago

PipelineDeals is rated 4.1 based on 64 reviews