What does PipelineDeals do well? PipelineDeals makes organizing and taking notes a breeze. I manage over 260 accounts worldwide, and keeping everything straight would be a mess without this program!
What does PipelineDeals not do well? I wish it were easier to automate certain tasks - for instance, when I set a task to "check in" on someone (aka call or email them), I wish I could set an automation to automatically create a duplicate task X-number of days later to check in again. Also, the ability to organize tasks by time (not events) on the calendar would be nice.
What do you wish you had known about PipelineDeals before using? I wish I had been given a heads up to stop here before looking into other larger name CRM systems. This does the job just as well (if not better) and has far superior support and customer service!