Pipeline

La herramienta de CRM idónea para ayudarte a vender de manera más inteligente.

Sobre Pipeline

La mayoría de los responsables de ventas saben que los resultados finales y el crecimiento se ven afectados cuando los datos de ventas son inexactos e incompletos. Elige un CRM que tu equipo de ventas pueda usar de verdad y que te permita tomar decisiones de negocios basadas en datos fiables, no en el instinto. PipelineDeals es el CRM más usado: su adopción por parte de los usuarios es del 83 % en comparación con el 61 % de adopción de Salesforce o Dynamics 365 (datos validados por G2 Crowd).

PipelineDeals es un CRM eficaz para ayudarte a optimizar las operaciones, estandarizar los procesos y garantizar que se cumplan los niveles de servicio. Adopta una cultura de responsabilidad y transparencia totales. Crea mejores procesos, hábitos y comportamientos. Aumenta los ingresos y la rentabilidad.

100 % de garantía de satisfacción durante 30 días o te devuelven tu dinero. La empresa está tan segura de que te encantará PipelineDeals CRM que te ofrece una garantía de devolución del 100 % del dinero en los 30 días siguientes a la compra. Sin preguntas.

Precios desde:

US$ 29,00/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Clientes habituales

  • Trabajadores autónomos
  • Empresas pequeñas (2-50)
  • Empresas medianas (51-500)
  • Empresas grandes (500 o más)

Implementación

  • Basado en la nube
  • Entorno local

Disponible en los países siguientes

Australia, Canadá, Reino Unido, Estados Unidos

Idiomas admitidos

inglés

Precios desde:

US$ 29,00/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Imágenes

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Funciones

Funcionalidades totales de Pipeline: 64

  • API
  • Acceso móvil
  • Actualizaciones en tiempo real
  • Alertas y notificaciones
  • Almacenamiento de documentos
  • Análisis de campañas
  • Análisis de evolución de ventas
  • Automatización de marketing
  • Autorizaciones basadas en roles
  • Base de datos de clientes
  • Base de datos de contactos
  • Búsqueda de clientes potenciales
  • Búsqueda/filtro
  • CRM
  • Campos personalizables
  • Captura de clientes potenciales
  • Chat en vivo
  • Comentarios/notas
  • Contactos compartidos
  • Controles o permisos de acceso
  • Creación de informes y estadísticas
  • Creación de informes/análisis
  • Creación de marca personalizable
  • Cualificación de leads
  • Definición y seguimiento de objetivos
  • Distribución de clientes potenciales
  • Generación de clientes potenciales
  • Gestión de calendarios
  • Gestión de campañas
  • Gestión de contratos o licencias
  • Gestión de correo electrónico
  • Gestión de flujos de trabajo
  • Gestión de modelos
  • Gestión de objetivos
  • Gestión de oportunidades
  • Gestión de tareas
  • Gestión de ventas sobre el terreno
  • Gestión del pipeline
  • Gestión del pipeline de ventas
  • Gestión del territorio
  • Importación y exportación de datos
  • Informes de ventas
  • Informes del pipeline
  • Integración de chat interno
  • Integración de redes sociales
  • Marketing por correo electrónico
  • Modelos personalizables
  • Métricas de rendimiento
  • Panel de actividades
  • Plantillas de correo electrónico
  • Presupuestos y estimaciones
  • Previsión
  • Previsión de ventas
  • Programación de citas
  • Programación de tareas
  • Recordatorios
  • Segmentación
  • Segmentación de clientes potenciales
  • Seguimiento de actividades
  • Seguimiento de fuentes
  • Seguimiento de la participación
  • Seguimiento de recomendaciones
  • Sincronización de calendario
  • Sistema de calendarios o recordatorios

Alternativas

Salesforce Sales Cloud

4,4
#1 alternativa a Pipeline
Salesforce Sales Cloud es una aplicación de CRM basada en la nube de Salesforce. Sales Cloud ayuda a los equipos de...

ClickFunnels

4,6
#2 alternativa a Pipeline
ClickFunnels es una solución de automatización de marketing y creación de páginas web basada en la nube con la que las...

Salesforce Service Cloud

4,4
#3 alternativa a Pipeline
Interactúa con tus clientes independientemente del momento y del lugar. Ofrece servicio en todos los canales, en...

Pipedrive

4,5
#4 alternativa a Pipeline
Pipedrive es una herramienta de gestión de canales y CRM para equipos de ventas de tamaño pequeño y mediano que ayuda a...

Opiniones

Calificación general

4,4 /5
(616)
Relación calidad-precio
4,4/5
Funciones
4,0/5
Facilidad de uso
4,3/5
Asistencia al cliente
4,4/5

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¡Ayuda a los compradores de software! Las opiniones sobre los productos son útiles para que el resto de los usuarios podamos tomar las decisiones acertadas.

Mostrando 5 opiniones de 616
Michael
Calificación general
  • Sector: Servicios medioambientales
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

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

Revisado el 7/4/2020

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.

Puntos a favor

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.

Puntos en contra

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

Razones para elegir Pipeline

Cost was too high on Salesforce.

Software anterior

Salesforce Sales Cloud

Razones para cambiar a Pipeline

It seemed to have a better user experience
Farhan
Calificación general
  • Sector: Fabricación de productos eléctricos/electrónicos
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Pipeline deals for post sales CRM

Revisado el 5/2/2019

Our company uses Pipeline deals for Post sales CRM. We have a lengthy post sales process which...

Our company uses Pipeline deals for Post sales CRM. We have a lengthy post sales process which includes customer installation of our hardware, online training for customers, subscription renewals with customers and warranty follow ups with clients.

In order for us to make our product successful for each customer, it is very important that our team proactively reaches out to the customers regularly to help them out with our product. With each customer attended properly, it results in subscription renewals and product success. Pipeline deals made it an easy task for us. We can schedule our follow ups and add activities in the activities tab every time an interaction takes place. We can also add our custom options and update them on pipeline deals (e.g warranty dates, training status, customer satisfaction level etc). It is easy to see which customers need to renew each month by applying filters.

Puntos a favor

-The ability to create custom filters and tabs and then search for customers depending on those.
-Ability to quickly add activities and then review status or import the entire thing to an excel sheet.
-The support has been very helpful. When setting up our helpdesk on Freshdek, we needed all our deals and data organized for us. Pipeline deals support helped us on getting the data in the right format and at the right time.

Puntos en contra

Our helpdesk is running via freshdesk. We are unable to link freshdesk tickets to our deals on pipeline deals.

Joel
Calificación general
  • Sector: Internet
  • Tamaño de la empresa: 11-50 empleados
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

Great for Small Business Sales Teams

Revisado el 31/3/2016

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.

Puntos a favor

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"

Puntos en contra

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 !

Mason
Calificación general
  • Sector: Automoción
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

User-friendly

Revisado el 22/8/2022

Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way...

Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way that you can customize it

Puntos a favor

The functionalities on pipeline very customizable you can use this for track and sales you can also use this afternoon customer converts

Puntos en contra

You have to have accurate data if not you have to build it out and then it’s time consuming

Alternativas consideradas

Pipedrive

Razones para elegir Pipeline

Looking for something different

Software anterior

Salesforce Service Cloud

Razones para cambiar a Pipeline

Price
Terry
Calificación general
  • Sector: Telecomunicaciones
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Experiences With PipelineDeals

Revisado el 5/2/2019

My job as the Marketing Adviser is to schedule appointments for my team. I have only used...

My job as the Marketing Adviser is to schedule appointments for my team. I have only used PipelineDeals the past 4 months. It is an absolutely terrific way to keep on top of deals falling through the cracks, calendar schedules, my tasks and agendas. They even have a phone application. I know once we get all our calendars synchronized my job will be much better. PipelineDeals is a great asset to have to carry on my work, as I work remotely in Minnesota for my team in Southern California.

Puntos a favor

I love the communication part of the services because you are able to share deals and the tracking capabilities are awesome For instance If I add a Person it will let me automatically create a Company and then from there I can create a Deal and track the progression. The reminders of task, agendas and scheduled meeting calendar reminders allow me to have a flow of business throughout the day. I have so much more to learn - PipelineDeals has training at least two or more times a week and they also supply all different training modules. I have a terrific contact that is a live person for a Success Coach who is more than willing to assist our team.

Puntos en contra

One area would be better is that now I know to create the Person 1st and the Company will be created right then, however not all the company information shows and so I need to create and retype all the information again, like the address, phone number, email etc. Then two addresses show up. It would be nice when you create the person you create the company, deal with all pertinent information at the same time - then when you add a new person to the deal all that information populates for them that is attached to the company and deal. Also the ability to isolate the deals lost so they do not show up in the whole list-but they are there so your percentages of win-losses are calculating.

Mostrando 5 opiniones de 616 Todas las opiniones

Preguntas frecuentes sobre Pipeline

He aquí algunas preguntas frecuentes sobre Pipeline.

Pipeline ofrece los siguientes planes de precios:

  • A partir de: US$ 29,00/mes
  • Modelo de precios: Suscripción
  • Prueba gratis: Disponible

Los clientes habituales de Pipeline son:

2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000

Pipeline admite los siguientes idiomas:

inglés

Pipeline admite los siguientes dispositivos:

Android (móvil), iPhone (móvil), iPad (móvil)

Pipeline se integra con las siguientes aplicaciones:

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

Pipeline ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Base de conocimientos, Asistencia telefónica, Chat

Categorías relacionadas

Ver todas las categorías de software encontradas para Pipeline.