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Review of PipelineDeals

Scott Greenwald

Overall Rating
Ease of Use
What does the company do well?
Flexible programmers at Pipelinedeals.com seem to be very amenable to change and new ideas, and empower the end user by allowing them to make their own changes to the software. Customer support is strong, and all in all, this is a very strong CRM.
What does the company not do well?
It's been a year since I've used Pipelinedeals.com due to a change in the company I'm working for, so I can't say for sure what it's like now (though I'd love for my current company to dump Microsoft Dynamics and bring in Pipelinedeals.com!)... but a year ago, I'd have said that when I'm in a particular Company entry, with many, many entries that have grown over time, I find it difficult to locate the information I'm looking for. For instance, if I spoke with a customer about "123 product" some 6 months ago, that conversation gets buried under so many different conversations about other topics we've spoken about since then. I wish I could hit CTRL-F to search for "123", but that will only pull up a match from what's visible on the page at that moment. PipelineDeals truncates messages, and after a certain number of messages are created, it hides the older ones. You have to click "Show more" in order to show more deals, and hit it again and again to get them all showing. And once that's done, you need to expand the entries themselves from their truncated state.
What about the company do you wish you had known before purchasing?
I wasn't the buyer. Even if I was, I'm not sure there's anything negative I could say about it.