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PipelineDeals is an easy and helpful CRM software in the cloud. PipelineDeals is an app that allows its users to maintain their sales pipelines. Sales... Learn More
Pay per user
All Apptivo Apps
Role based access control
Priority customer service: Phone 24/7
Plugin & API access to integrate with your website: 20,000 requests/day/user
Create custom attributes
Manage Email Signatures
Google Docs & Drive
Google Forms integration
Send rich in-app messages
Send rich emails
Target users with live data
Trigger auto messages by time or behavior
Set message goals
Deliver in-app messages to web or mobile
Custom sender addresses
Send personal in-app messages
Send personal emails
Manage conversations in a team inbox
Receive in-app messages from users
Receive inbound emails from users
Create custom email templates
A/B test email and in-app messages
Set delivery windows for automated emails
Schedule messages to be sent
Verify sender domain via DKIM
Manage team member permissions
Integrate with Salesforce
Send unbranded messages
Get premium support
Have conversations in real-time
Collect feedback with lightweight replies
Integrate with Zendesk
See how busy you are with Inbox Insights
Integrate with GitHub
Sales Pipeline Management
Activity and Sales Reporting
Google and Outlook Integrations
Unlimited Leads, Contacts, Deals and Tasks
Unlimited Document Storage
Dynamic Custom Fields
Amazing Customer Support
Email Automation and Acceleration
Trackable Email Campaigns
Email Templates and Analytics
225 Customizable Fields
Enterprise territory management
Profiles and page layouts
Custom app development
Integration via web service API
Salesforce Private AppExchange
Report history tracking
Sales Cloud Engage
Unlimited custom apps
Additional data storage
24/7 toll-free support
Access to 100 admin services
Unlimited online training
Sales Cloud Engage
First, I thought that Intercom was a way to communicate with your users. Now I'm an Intercom fanatic that believes that Intercom can help SaaS businesses in every stage of the buying cycle. From converting website visitors to retaining users, it can all be achieved with one amazing platform: Intercom!
This is an excellent value Customer Relationship Management tool, previously we used Sugar (CRM) however this was very costly was just too big for us. We just wanted a simple to use CRM that would allow us to track and move customers through the pipeline.andnbsp; This tool allows us to see what stage the lead or customer is and the potential value of the deal. As an administrator, I can quickly see which salesperson is actively using and updating and who is lagging behind. The system is really easy to use and is adaptable to allow us to change titles, deal stages, etc.
Salesforce has been a massive help with sales and organization. After working at a few companies that leverage SFDC (some well, some not so well), it's very easy to see how SFDC benefits the team as a whole. Everything from organization, tasks, events, and even communication between the team is seamless. Over the years, I've seen SFDC grow in cases of look and feel, ease of use and flexibility.Some of the apps off the app exchange have been great when needed to add to the customization needed for usage, as well as the ability to grow within the tool seamlessly. The new mobile apps have also made things easier when looking at what it can provide. Salesforce 1 is simple to use, but has some downfalls when it comes to value.
It seems that Apptivo cannot realistically address our suppliers issues. There is no way to easily integrate supply products into the system as margins are not automatically calculated etc. The product has loads of potential, but currently, it has serious issues with supply chain management.
Overall, the tool was just not a fit for a small business with one or two internal marketers/sales people. The software itself is a bit overwhelming and take A LOT of time to work through. When I first started in my current position, I lobbied to have Salesforce brought back as the backbone of our sales and marketing data. We had thousands of contacts just sitting there out of date and not doing us any good. So, we decided to purchase Data Clean as well. It started out alright as I spent hours cleaning up our data. But the more I went along, the more I realized that Clean was pretty much worthless for us. It did not have updated info for our current contacts, and I was never able to find the new lead contact info that I was looking for. It was just not a good fit for our company size and objectives.
For a large organization, I can see how it would make sense. It is a large-scale tool. My team really only just scratched the surface of how we could use the tool in our day to day activities. There seem to be some functions and tasks to help the hardcore sales person, but there was little offering in the way of training. (Maybe there is training, I just wasn't able to access it or find it). Another benefit, which would have been great if I could get it to work, is the overall integration with any tool out there. Obviously a perk of using one of the largest CRMs available is that other tools typically integrate first with Salesforce before any other tool. If these integrations had worked for me, I'd say it would have been one of the main benefits.
I must have spent hours reading their help boards and watching videos trying to figure out the most simple tasks. I had a premium LinkedIn account, and it was never able to integrate with Salesforce. When we first bought HubSpot, I tried integrating our Salesforce license to no avail. Same story with Sidekick. This could have been since I wasn't using Salesforce to its full capacity to begin with, but I couldn't even get them to connect period. The support staff was very unhelpful throughout the process as well. Simply shifted the blame to whatever another tool I was trying to connect it with. Also, in order to reactivate our license, we were forced to sign a 3-year contract. This was a decision we regretted after the first 6 months and are now stuck with a license we don't and can't really use.
Friday 30 December 2011
Having a project management solution can help keep your task and your budget on track and today we are lucky to have so many solutions available in the cloud for affordable prices. Apptivo provides a robust solution for free – so it is definitely worth a gander.More about Apptivo
Friday 02 May 2014
What do you like best?Insights on who is utilizing our app and providing more information from them via social media, etc. What do you dislike?They don't provide enough reporting. They are sitting on a treasure trove of data that I can't tap into.More about Intercom
Wednesday 31 December 1969
PipelineDeals offers a simple and intuitive solution to help businesses get organized around their business’s lifeline of future revenue. Whether you are a big business or aspire to be one, PipelineDeals can help you manage and track your sales pipeline resulting in more closed deals. Part customer relationship management (CRM) software, part sales tracking, part lead tracking all wrapped into a super simple interface, PipelineDeals provides a great choice in the hosted CRM software market.More about PipelineDeals
Friday 17 October 2014
While the pay scale for its services is tricky to understand and it is hard to get a hold of live support, Salesforce has the most user-friendly interface, the best uses for contact management, and the most advanced sales and marketing strategies among the CRM software we reviewed.More about Salesforce Sales Cloud
Monday 31 December 2012
What do you like best?A decent tool for Time Tracking, Invoicing, Opportunity management. It essentially seems to be geared toward Professional Services organizations. Especially with features like Time Tracking, Invoicing, etc. I like the fact that these services are integrated and native to the application. What do you dislike?The opportunity management features, reporting, and searching definitely seem to be lacking as compared to Salesforce. The interface is clumsy and difficult to use. The app itself feels incredibly slow.More about Apptivo
Monday 24 January 2011
The bottom line about Pipeline Deals is that if you’re looking for a very affordable, attractive, and reasonably powerful sales CRM platform, Pipeline may do the trick. With the 30-day trial offer, it’s worth setting up an account and trying it out with a few test accounts. They’re constantly making updates to the platform, so keep an eye open on their blog and customer updates to see how they evolve over time. However, if you’re handling large volumes of customer leadsandprospects and don’t have sales people to actually get to those people, Pipeline may just not be the right tool for your needs.More about PipelineDeals
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