Sobre o Pipeline

Most sales leaders believe their bottom line and growth is affected by having inaccurate and incomplete sales data. Choose a CRM that your sales team will actually use so you can make business decisions based on data you trust, not a gut feeling. PipelineDeals is the most adopted CRM with 83% user adoption, compared to 61% adoption by Salesforce or Dynamics 365 (validated by G2Crowd).

PipelineDeals is a powerful CRM to help you streamline operations, standardized processes, and ensure service levels are being met. Shift culture to absolute accountability and transparency. Create better process, habits, and behaviors. Increase revenue and profitability.

30-Day, 100% satisfaction guarantee or your money back. We're so confident you'll love PipelineDeals CRM, that we're offering a 100% money back guarantee within 30-days of purchase. No questions asked.

Preços a partir de:

25,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao Pipeline

Principais benefícios do Pipeline

  • Create 100% custom deal stages to match your sales process and how your sales reps actually sell. Get visibility into your business's sales pipeline, see exactly where each prospect is in your sales process and use forecasting tools to understand which deals are stuck and which are scheduled to close and win by sales rep.

  • Add unlimited custom fields for contacts, deals, and companies to your CRM so your business has the flexibility to capture and report on any type of data that is useful to your business. Set fields as optional or required to improve compliance.

  • One version of truth - Centralize all pre and post sale customer activities from siloed data sources and systems, to single point of entry. Make business decisions based on data you trust, not on gut feelings.

  • Free up skilled talent resources & get actionable & timely insights - Build infinite types of charts and graphs in minutes, not weeks. Save hours and days pulling data from multiple sources and trying to make sense of it all. No data scientists or engineering skills needed. Free up skilled data science talent resources for other business critical initiatives. Make better and faster decisions, proactively address business problems instead of react to fires.

  • Cut your operating expenses - Save big on total cost of ownership of your CRM. Save over 50% on per user monthly license compare to Salesforce and save $99k+ a year on CRM admin. As business needs evolves, ongoing customizations will continue at some level post initial CRM implementation. Making ongoing changes is super intuitive, fast, and does not require specialized skills or a 3rd party vendor.

  • Go Mobile - Take advantage of our dedicated apps for iPhone and Android. Update your deals, record activities with your clients, and map to your prospect's workplace on-the-road.

  • All customer data is protected, SOC 2 certified - Unlike with spreadsheets, all customer data in your CRM is centralized in one place and is always up-to-date, so that you can protect and restrict access to your company's most valuable asset when employees leave.

  • World Class Live Technical Support - Free US based live technical support from our team of CRM experts over the phone, email, and online chat. We're an extension of your team! Calls are answered in
    10 seconds, live chats are answered in 20 seconds, emails responded to within 20 minutes during business hours. 96% Customer satisfaction rating!
  • Dispositivos

    Porte da empresa

    P M G

    Mercados

    Austrália, Canadá, Reino Unido, Estados Unidos

    Idiomas

    inglês

    Preços a partir de:

    25,00 US$/mês

    • Versão gratuita
    • Teste Grátis
    • Assinatura

    5 principais alternativas ao Pipeline

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    Recursos

    Total de recursos do Pipeline: 64

    • API
    • Acesso para Celular
    • Acompanhamento de atividades
    • Agendamento de compromissos
    • Agendamento de tarefas
    • Alertas/notificações
    • Análise de dados de campanhas
    • Análise de tendências de vendas
    • Armazenamento de documentos
    • Atualização em tempo real
    • Automação de marketing
    • Banco de dados de contatos
    • Banco de dados do cliente
    • Bate-papo ao vivo
    • CRM
    • Campos personalizáveis
    • Captura de leads
    • Comentários/notas
    • Contatos compartilhados
    • Controles/permissões de acesso
    • Definição e seguimento de objetivos
    • Distribuição de leads
    • Ferramentas de prospecção
    • Gerenciamento de e-mails
    • Gestão de calendários
    • Gestão de campanhas
    • Gestão de contratos e licenças
    • Gestão de modelos
    • Gestão de objetivos
    • Gestão de oportunidades
    • Gestão de tarefas
    • Gestão de vendas de campo
    • Gestão do fluxo de trabalho
    • Gestão do pipeline
    • Gestão do pipeline de vendas
    • Gestão territorial
    • Imagem de marca personalizável
    • Importação/exportação de dados
    • Indicadores de desempenho
    • Integração de bate-papo interno
    • Integração de redes sociais
    • Lead Nurturing
    • Lembretes
    • Marketing por e-mail
    • Modelos de e-mails
    • Modelos personalizáveis
    • Orçamentos/estimativas
    • Painel de atividades
    • Permissões por função
    • Pesquisa e filtro
    • Previsão
    • Previsão de vendas
    • Qualificação de leads
    • Rastreamento de engajamento
    • Rastreamento de fonte
    • Rastreamento de recomendações
    • Relatórios de vendas
    • Relatórios do pipeline
    • Relatórios e análise de dados
    • Relatórios e estatística
    • Segmentação
    • Segmentação de leads
    • Sincronização de calendários
    • Sistema de calendário ou lembretes

    Alternativas

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    4,3
    #2 alternativa ao Pipeline
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    Insightly

    3,9
    #3 alternativa ao Pipeline
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    Pipedrive

    4,5
    #4 alternativa ao Pipeline
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    Avaliações

    Classificação geral

    4,4 /5
    (611)
    Relação qualidade/preço
    4,4/5
    Recursos
    4,0/5
    Praticidade
    4,3/5
    Suporte ao cliente
    4,5/5

    Já tem o Pipeline?

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    Exibindo 5 avaliações de 611
    Michael F.
    Classificação geral
    • Setor: Serviços meio ambientais
    • Porte da empresa: 11-50 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 8.0 /10

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

    Avaliado em 07/04/2020

    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.

    Vantagens

    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.

    Desvantagens

    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.

    Alternativas consideradas

    Zoho CRM

    Razões para escolher o Pipeline

    Cost was too high on Salesforce.

    Software anterior

    Salesforce Sales Cloud

    Razões para mudar para o Pipeline

    It seemed to have a better user experience
    Joel C.
    Classificação geral
    • Setor: Internet
    • Porte da empresa: 11-50 funcionários
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente

    Great for Small Business Sales Teams

    Avaliado em 31/03/2016

    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.

    Vantagens

    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"

    Desvantagens

    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 !

    Avaliador Verificado
    Classificação geral
    • Setor: Serviços de informação
    • Porte da empresa: Profissional autônomo
    • Usado Diariamente durante 1 a 5 meses
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 0.0 /10

    A total scam, stay away!

    Avaliado em 02/05/2022

    Totally unpleasant, losing time and money in the process.

    Totally unpleasant, losing time and money in the process.

    Vantagens

    Nothing! They sell you things that they can't make true.

    Desvantagens

    A total scam, after purchase they block you on social media and you can't connect on their plateform. Always getting error 504 when trying to login. Stay away from this! Totally not worth the money and trouble.

    Sanna M.
    Classificação geral
    • Setor: Publicidade e marketing
    • Porte da empresa: 11-50 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    Amazing platform for campaign/project and data management

    Avaliado em 29/04/2022

    I absolutely love working on Pipeline.

    I absolutely love working on Pipeline.

    Vantagens

    Pipeline is super easy to use and integrate with other software. It allows efficient management of campaigns/projects and even links emails for the related campaign to the project. Keeps all information usable and easy to access. Love it.

    Desvantagens

    There were some issues with real life updates in the comments, but after reaching out to customer service, they fixed it up for us. Other than that, there doesn't seem to be much more I would want from Pipeline.

    Gary D.
    Classificação geral
    • Setor: Construção
    • Porte da empresa: 51-200 funcionários
    • Usado Diariamente durante Mais de um ano
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    Pipeline for Commercial construction customer followup, relationship building, and new Clients

    Avaliado em 08/02/2019

    Before we used Pipeline Deals we were using paper and pen to keep track of our client relationships....

    Before we used Pipeline Deals we were using paper and pen to keep track of our client relationships. These notes were easily lost in the shuffle and we had no hard reminders for us to follow up with our clients. Now we are able to keep our office focused on the needs of our clients and to pursue new business.

    Vantagens

    The ease of integrating pipeline into our daily routine when making calls and following up with our clients. With the preset notation in our activity feed it is just a couple of clicks with the mouse to fill out our notes for that client. The ability to share "Deals" and to follow up when one of us is out of the office on a business trip or vacation. When we are on a trip having the app available on our phone is also a very nice feature. There is peace of mind knowing that the hard work to manage relationships with our customers does not end if an employee is fired or quits working for us.

    Desvantagens

    Pipeline is not ready to sync with our Go Daddy email account, so we continue to push our emails to our home page in Pipeline Deals. Then we have to make sure they are entered into our activity feed for our customers through the home page.

    Exibindo 5 avaliações de 611 Leia todas as avaliações

    Perguntas frequentes sobre o Pipeline

    Abaixo estão algumas perguntas frequentes sobre o Pipeline.

    O Pipeline oferece os seguintes planos de pagamento:

    • A partir de: 25,00 US$/mês
    • Modelo de preços: Assinatura
    • Avaliação gratuita: Disponível

    14-day free trial, no credit card required. Start: $25 per user, per month (billed annually) Develop: $33 per user, per month (billed annually) Grow: $49 per user, per month (billed annually) Custom plans are also available for larger teams.

    Os clientes habituais do Pipeline são:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

    O Pipeline está nos seguintes idiomas:

    inglês

    O Pipeline é compatível com os seguintes dispositivos:

    Android (celular), iPhone (celular), iPad (tablet)

    O Pipeline se integra com os seguintes aplicativos:

    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, Operations Hub, Quickbooks Online, RightSignature, Userlike, WebMerge, Yesware, Zapier

    O Pipeline oferece as seguintes opções de suporte:

    Email/Help Desk, Base de conhecimento, Suporte por telefone, Bate-papo

    Categorias relacionadas

    Veja todas as categorias de software encontradas para Pipeline.