Pipeline Deals Review
Pipeline Deals – CRM – Increase productivity & close more deals
Summary review: Highly customisable CRM for tight-knit teams, Pipeline Deals combines sales engagement with customer relations management to give you the best of both worlds – increase your productivity with this easy-to-use yet affordable CRM
Website: https://www.pipelinedeals.com/
Twitter: @pipelinedeals
As featured in our guides:
Tracks Apptivo Base PipelineDeals Insightly Pipedrive
Cheapest & best for finance/accounting integration Most Expensive Best for Document/Data handling Best for file sharing Best for integration
Email Templates/Automation Y Y
activity & sales reporting Y Y
Pipeline management Y Y Y
Customisation BEST Y Y Y
Email integration Y Y Y Y
Payment integration Y
Google Apps Integration Y Y Y Y
Mobile App Y Y Y Y Y Y
Leads Y Y Y
Contacts Y Y
Tasks Y Y
Deals Y Y
Document storage Y BEST
Geolocation Y
Call recording Y
Advanced security Y
Business card scanner Y
Integrations Tracks Apptivo Base PipelineDeals Insightly Pipedrive
Integration level MID MID MID HIGH HIGH BEST
API In Development Y Y Y
Accounting BEST Y Y Y
Browser Apps In Development Y
Contact Management Y BEST Y
Customer Support Y Y BEST
Data Management BEST Y Y
Document Handling Y BEST Y
Email Services Y Y BEST Y
File Sharing Y Y BEST
Forms & Surveys BEST Y
Productivity & Team Management Y Y BEST
Sales & marketing Y Y BEST
Social Media Y Y
Trial Period 14 30 14 14 14 30
Payment style Per month Per user per month Per user per month Per user per month Per user per month Per user per month
Basic 16 10 25 24 15 12
Top-tier 25 25 125 48 129
Annual Billing Optional Optional (10% off price) Optional (reductions for annual payment)
Pipeline Deals brings the best of two worlds: sales engagement with customer relations management tools. We gave it the 1st place in the category, although we had some doubts — PipeDrive is great too..
We think Pipeline Deals is the Best in the following fields:
- Document storage;
- Contact management,
- data management, and
- forms & survey integrations.
Overall integration level is HIGH: the tools would integrate with 19 3 rd party tools we have analysed.
| Tracks | Apptivo | Base | PipelineDeals | Insightly | Pipedrive | |
|---|---|---|---|---|---|---|
| Xero | Y | Y | ||||
| Authorise.net | Y | |||||
| PayPal | Y | |||||
| QuickBooks Online | Y | |||||
| Zipmark | Y | |||||
| Google Apps | Y | Y | Y | Y | Y | Y |
| Zapier | InDev | Y | Y | Y | ||
| API | InDev | Y | ||||
| Chrome | InDev | Y | ||||
| HighRise | Y | Y | ||||
| PieSync | Y | |||||
| Sugar | Y | |||||
| SupportBee | Y | Y | ||||
| Userlike | Y | Y | ||||
| HelpScout | Y | |||||
| Kato | Y | |||||
| Bedrock Data | Y | Y | ||||
| Import 2 | Y | Y | ||||
| Cloutex | Y | |||||
| Data2CRM | Y | |||||
| itDuzzit | Y | |||||
| PandaDoc | Y | Y | ||||
| RightSignature | Y | Y | ||||
| Evernote | Y | |||||
| NiftyQuoter | Y | |||||
| Proposable | Y | |||||
| Zoho | Y | |||||
| MailChimp | Y | Y | Y | Y | ||
| Outlook | Y | Y | Y | |||
| INinBox | Y | Y | ||||
| ActiveCampaign | Y | |||||
| Boomerang | Y | |||||
| Direct IQ | Y | |||||
| Dropbox | Y | Y | Y | |||
| Box | Y | |||||
| 123ContactForm | Y | |||||
| Survicate | Y | |||||
| WuFoo | Y | |||||
| daPulse | Y | |||||
| HubStaff | Y | |||||
| Intellibook | Y | |||||
| Meldium | Y | |||||
| ProjectVision | Y | |||||
| TimeCamp | Y | |||||
| Woopra | Y | |||||
| Quote Roller | Y | Y | Y | |||
| Flow XO | Y | Y | ||||
| Brandizi | Y | |||||
| Ecquire | Y | |||||
| FrontLeaf / Z-Insights | Y | |||||
| Kixie | Y | |||||
| Leadfeeder | Y | |||||
| Plecto | Y | |||||
| talkdesk | Y | |||||
| VipeCloud | Y | |||||
| Y | ||||||
| Y |
Nominations
Best Management Software
Winner
Battle wins
Lead Management tool Battles
Winner
Battle wins: 4/5
