What are the best aspects of this product?
This software helps me to keep track of all the deals by assigning documents, email, threads and contact information of the client. On the other side, keeps track of my team’s progress and company’s income. Thanks to sales dashboard I can see all deals ordered by stages and percentage, so I can see how much progress we had last month and how much work we have in coming period. All in all, Pipeline Deals saves us a lot of time when we need to see the whole activities throughout the year and previous months.
What aspects are problematic or could work better?
In my opinion, they need to work on their upload or attach section. It would be great to select multiple files at once and to upload them automatically. Otherwise, uploading the files and attachments separately is time-consuming.
What specific problems in your company were solved by this product?
This software helps you to track all the assign documents, emails, and conversations with your clients. Also, it helps you to enter all the data on excel automatically, thus, it saves you a lot of time.
Are you a current user of this product?