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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
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
Up to 30 users
100 GB Storage
Automatic Data Backup
Unlimited contact updates
Analysis of incoming email signatures
Addition of latest network details for your contacts
Automatic address book updates in Gmail, Outlook, Office 365
Unlimited use of Chrome plugin
Centralized account management and billing
Automatic updates to individual or team address books
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.
One would never need to update your address book by copying the information from email signatures. Evercontact is a service that helps keep your mail contacts (Gmail contacts, Outlook contacts, Office365 contacts and Outlook contacts) and your CRM contacts (Connectwise, Salesforce and Highrise) always updated by mining your email accounts to create and update contacts. It simply takes out the pain of manually trying to find updated contacts or digging into the mail archives to find the contact of a person who emailed you once. Evercontact works in the background and will never erase your existing contacts.
Pros : Evercontact works even retroactively. It offers a Flashback feature which can scan up to 5 year old mails and can create or update the contact list. It gives you full control on the changes made to your contact list. You can chose to manually confirm or reject the changes suggested or go for completely automated option. You can even chose to receive the updates daily, weekly or monthly. It saves a lot of time and no contact is ever lost. A chrome plugin if also on offering which can let you save contact details from any web page in the browser and directly save it to the address book. The plugin is automatically able to identify which information is of what type and then updates the correct field with the correct information in the address book.For business users, keeping all contacts intact and updated is very important especially in sales dominated organizations. Also, in case of people moving out of your organizations, lots of important contacts go away with that person. With Evercontact, one cane always keeps on scanning the emails so that no contact is ever lost.
Cons : Evercontact scans the email for contact information in the email signatures which means that all the emails are accessed by the Evernote. Although Evernote claims that only an automated computer program does all the process and the email copy is deleted after the contact information has been extracted, it is hard to trust when your life runs on your email account. There have been instances of companies claims of deleting user information have been found false.
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
Monday 24 October 2011
If customer service record keeping has historically been a thorn in your side then this app should provide a pretty instant cure and a saving on sticky notes as well. With good simple looking screen pages, staff members will also appreciate a move forward that should benefit all concerned.More about VentureBox Assist
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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