- author: Gabriel Nwatarali
PipelineDeals was founded in 2006 by co-founders, JP Werlin and Nick Bertolino, as a CRM solution to make sales easier for small businesses in multiple industries. It was the first platform to combine sales productivity and customer relationship management tools under one roof. Since its inception, it has grown to over 18,000 users in over 100 countries with businesses of all sizes. It can be used in any industry but has a special focus on construction, industrial and service-based businesses.
Plans & Pricing
PipelineDeals, like many other CRM services, charges its customers based on the number of seats they’re using as well as features. All plans come with the same level of support and unlimited reports.
Start is the entry level plan and costs $29/m/user ($25/m/user when billed yearly). It’s designed for smaller teams focused on managing their lead flow and understanding the potential value of deals. With it, you can create custom deal stages, store files, and manage a single sales pipeline on desktop or mobile device.
Develop is the second tier and costs $39/m/user (($33/m/user when billed yearly). It comes with all the features of the Start plan but is geared towards larger teams with more needs. It adds project management, customer deal milestones and deeper CRM features such as account management, custom revenue types, and managing deadlines.
Grow is the highest tier and costs $59/m/user ($49/m/user when billed yearly). It comes with everything from the previous plans but also introduces automation. You can manage multiple sales pipelines, automation of email, automation of tasks, and utilize deep sales intelligence.
PipelineDeals has a lot of features to help businesses better manage their sales pipeline and is competitively priced compared to other CRMs on the market. It’s ease-of-use and high adoption rate across even novice audiences makes it a great solution for businesses looking to quickly improve sales pipeline management and revenue growth.
Features and Functionality
PipelineDeals has many interesting features that make it possible to better achieve your revenue goals. For example, it comes with a well-designed mobile app so you can access important information while you or your team are on the move. In addition, it’s possible to customize the most important screens in the app to suit your needs and access information quickly. It’s also available through a web interface that’s compatible with most if not all modern browsers.
As sales become more complex, the tools you need should keep up with you. PipelineDeals incorporates automation so you can cut down on manual data entry and focus on your core business. The tool automatically assigns tasks and updates leads as they move through the sales pipeline. It also creates automatic notifications for people who are involved in the deal and gives timely suggestions to optimize deals and win more contracts.
Email management is one of the most important aspects of an effective CRM. PipelineDeals integrates with popular cloud email applications like Gmail and Outlook. From there, it’s possible to keep track of messages and interaction with contacts. Create shareable email templates, track emails, and send out effective campaigns.
PipelineDeals handles the calendar in two ways. First, you have the entire overview of your calendar which can then be filtered by tasks, events, and milestones. With the agenda view of the calendar, you get a view of upcoming tasks, who it’s assigned to, and much more information. It’s a snapshot of what’s happening with deals in your organization.
Ease of Use
This is one of the major benefits of PipelineDeals. It was founded in 2006 and, over the years, it has created a simple to use interface which allows you to go deep into the data. The learning curve is minimal and if you’d like extra help, you can take advantage of a personalized demo the company offers to new users. The default home dashboard can easily be customized and gives you a clear picture of the number and value of the deals in your pipeline which you can then drill down into for detailed information.
Contacts & Users
Another important feature of any CRM is the way it allows you to manage contacts. Can they be added on the fly or do you need to go to a specific screen? How much information can you store about each one? Inside the application, it’s possible to add companies on the fly when creating deals. After adding the company, you can go back into the details and add more information about individual contacts to build out a better profile.
By default, there are multiple stages in the sales pipeline such as request for info, presentation, negotiation, waiting for signature, and won/lost. When creating a deal, you can add them to whichever stage you’d like and moving deals forward is as simple as selecting an option from the drop down menu. It’s also possible to add custom deal stages through the deal interface.
Reporting & Integrations
The tool comes with a lot of reports you can access by default such as deals won, wins ratio, lost deals and reason, deals won by source, and more. In addition to these default settings, you’re able to drill down into the data based on different criteria such as team member or client type.
The software also has useful integrations to extend its functionality. There’s a direct integration with Mailchimp to launch email marketing campaigns. For the email marketing services not represented, there’s a Zapier integration and an API which you can use to build customer integrations. In addition to that it works with tools such as Microsoft Excel, Quickbooks, and HelpScout.
Pros & Cons
- Customizable reports give you the most important information
- Simple interface with a small learning curve
- Detailed knowledge base that answers almost every question
- Mobile and cloud-based app to access your information anywhere
- Limited integrations with other tools relying heavily on Zapier & Bridge software
- Sales automation though useful could be much more robust.
- Competitively priced for the features offered but not the lowest priced on the market
PipelineDeals has set itself apart by delivering excellent support to its large customer base. The general consensus among online reviews is that the support is knowledgeable and responsive.
Phone SupportIt offers phone support for all customers regardless of plan. The US-based team is available weekdays from 8AM to 8PM EDT.
Video TutorialsIt provides video tutorials on its official help site as well as on YouTube.
FAQIt has a FAQ section and a large knowledge base that will answer most of the common questions customers have.
BlogIt also has a blog which is updated regularly and focuses on customers, sales, and product updates.
PipelineDeals has years of experience serving small and medium businesses and it shows in the CRM. It strips away many of the features that its target customer base wouldn’t find useful. It brings a lot of value to the table and is competitively priced compared to other CRMs on the market, especially when you compare the features that are included in the plans.
Offering a lot of benefits like quickly visualizing your sales data, sales pipeline insights, and team collaboration are a good way to streamline efficiency for revenue growth. The automation features are developed just enough to free up your time while keeping you on top of all your tasks. Finally, it’s simple to learn and use. If you have a little bit more to spend on your CRM then PipelineDeals is a great choice.