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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pipeline CRM logo
CRM Software

4.5 923 user ratings

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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Oncourse CRM logo
CRM Software

4.5 2 user ratings

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Overview

Description Pipeline CRM (formerly PipelineDeals) is a sales-first customer relationship management (CRM) software designed to help businesses streamline their sales process, accelerate deal closures, and build lasting customer relationships. With an intuitive, easy-to-use interface and fully customizable tools, sales teams can track, manage, and optimize their pipeline in real time—ensuring no opportunity is missed. Users can easily filter and customize their sales pipeline for quick access to key deal information. Remote teams can assign tasks, share deals, and collaborate with team members effortlessly. Trusted by 18,000+ users in 60+ countries, Pipeline CRM ensures sales teams spend less time on admin work and more time closing deals. Read more OnCourse is a Customer Relationship Management system that helps you to confidently face business challenges like efficient planning, making reliable reports, and improving reporting systems and processes. The app assists its users in establishing a better understanding with their clients. OnCourse consists of an integrated set of the sales tool kit that accelerates the sales effort with powerful automation. It results in a balanced increase in the productivity levels of the team. You can prioritise your tasks as High, Medium and Low, depending on their level of urgency. The users can migrate all the data into the software to save time and effort. These data can also be modified or polished to make them ready to import by removing annoying duplicates. OnCourse comes with in-built calling and SMS-sending facilities, meeting scheduler, multi-layer reporting, email templates and sequencers, email and activity tracking and an easy-to-use CRM. You can view your account histories in a simple and linear timeline view, thereby providing your team with a clear idea of all the conversations that took place with your clients. The app helps the team to start with a boost with its powerful task management system. Read more
Pricing Options
  • Free Trial Available
  • Starts at $25.0. Offers Custom plan.
  • Free Trial Not Available
  • Starts at $49.99.
SW Score & Breakdown

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    89%
  • Momentum
    64%
  • Popularity
    75%

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    92%
  • Reviews
    65%
  • Momentum
    63%
  • Popularity
    71%
SaaSworthy Awards # 9 Most Popular # 15 Most Popular
Not Available

Features

Total Features
26 Features
19 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 18 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 13 More - Show Less
  • Unique Features
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

    Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4.5/5 923 user ratings
    4.5/5 2 user ratings
    Rating Distribution
    • Excellent

      62.9%
    • Very Good

      29%
    • Average

      5.6%
    • Poor

      1.5%
    • Terrible

      0.9%
    • Excellent

      50%
    • Very Good

      50%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    User Sentiments

      Ease of Use, Customizable Interface, Excellent Customer Support, Comprehensive Reporting Capabilities

      Limited Third-Party Integrations, Mobile Application Functionality, Data Entry Process, Search Functionality

      Not Available
    Review Summary

    PipelineDeals is lauded for its intuitive interface, ease of use, and customizable features that cater to various sales processes. Users appreciate its visual pipeline view, drag-and-drop functionality, and robust reporting capabilities. However, some reviewers express concerns regarding limited integrations, occasional glitches, and the need for improved customer support. Overall, PipelineDeals is generally well-received for its user-friendly design, flexibility, and ability to streamline sales management, making it a contender in the CRM software market.

    Not Available
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $25.0. Offers Custom plan.
    • Free Trial Not Available
    • Starts at $49.99.
    Pricing Plans
    Monthly Plans Annual Plans

    Start $25.00 $29.00 per user / month

    Develop $33.00 $39.00 per user / month

    Grow $49.00 $59.00 per user / month

    Enterprise Custom

    Oncourse CRM $49.99 $49.99 per user / month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots List View screenshot
    + 2 More
    Oncourse CRM screenshot
    Videos Video Thumbnail
    + 2 More
    Video Thumbnail

    Vendor information

    Company Details Located in: Seattle, Washington Founded in: 2006 Located in: Draper, Utah Founded in: 2009
    Contact Details

    +1 866-702-7303

    https://pipelinecrm.com/

    +1 801-895-2894

    https://www.tryoncourse.com/

    Social Media Handles

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