PipelineDeals vs 360 View
Last Updated:Our analysts compared PipelineDeals vs 360 View based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
Pros
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Cons
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Product Assistance
Product Insights
- Improves Business Outcomes: Get detailed visibility into customer accounts to nurture relationships, recognize upsell opportunities and grow business. Also, manage project details, key deliverables, deadlines and milestones.
- Supports Collaboration: Team-centric accounts enable knowledge transfer across teams, ensuring collaborative strategizing.
- Grants Full Pipeline Control: Track multiple sales workflows accurately, gain control of pipelines with visual reporting, track each deal's progress and view activities in real time using a visual sales pipeline. Map, record and see every stage of a sale using these details.
- Streamlines Lead Management: Gain efficiency by having all the information required to track the progress of each lead. Facilitate better communication, faster responses, sharing of real-time updates with team members and customizable status tracking.
- Optimizes Selling: Maximize pipeline opportunities with the ability to see when leads are at risk and know which items are most important to prioritize. Make informed business decisions with this visibility.
- Enables Efficient Sales Processes: Guide sales reps and set objectives for them using team management tools. Eliminate delays, confusion and redundancy by designing a framework for collaborative sales efforts and organizing the collective knowledge of the team.
- Cross-Selling: Users can send clear and constructive marketing messages with the ability to automatically track customer interests. They can make use of frontline interactions with effective cross-selling by using data-driven automation services. This helps identify what products or services are best to offer customers.
- Easy Lead Creation: 360 View helps streamline the lead management process, get efficient outcomes and grow the business by enabling users to mine customer data and create a list of leads based on that information.
- WealthEngine: This feature provides access to customer data such as demographic, wealth data, customer segmentation, prospect bifurcation and more. Leveraging it lets users focus on marketing and sales efforts with potential leads, as well as create strategic programs for customer retention.
- Goals and Incentives: Sales and marketing professionals can be tracked and rewarded for their performance. This makes it easy to attract, retain and empower motivated employees.
- Enhanced Team Performance: Teams are able to function in a more organized, productive manner by recording daily results, viewing payouts and customizing work schedules on employee scorecards.
- Automation: Sales reps can free up time to engage leads across multiple channels and increase sales by adding efficient workflows. With suggested next steps and activity reminders, they can focus on the most valuable tasks. It’s also possible to share progress reports across teams as leads move through the pipeline leading to closed deals.
- Reporting: Actively measure business health through data-driven reports that are shareable across teams. Comparison charts show which team members and lead types bring in the most revenue, as well as the success of business deals over the lifecycle. Track team performance, types of deals acquired and custom data points.
- Email Sync: Save time and streamline workflows by managing emails in the sales pipeline. A complete history of sales communication is viewable in an easy-to-filter place so that fewer deals are missed out on.
- Mobile App: Manage sales pipeline while on the go using Android and iOS apps. Sales-focused features include:
- Smart search
- Talk-to-text records
- Real-time notifications
- Tasks and calendars
- One-click activity notes
- A mobile business card scanner
- Nearby geolocation
- SuperShare: Enhance productivity and enable faster deal closing by letting users collaborate from the dashboard in real time and add activities to deals. Grant access and share deals with outside partners.
- Customization: Boost the sales process by customizing details based on unique business needs. Customize field names, choose which data to see first, assign permissions to team members, prioritize important customer details and use templates. The system color and theme can also be changed to match company branding.
- Integrations: Integrates with popular software including Mailchimp, Google apps, Outlook, Excel, QuickBooks, Zapier, Paycove, Help Scout, ActiveDemand and more.
- 360-Degree View: The system lets users see customer details and activities on mobile. This allows them to use various CRM functions for analyzing relationships, products, services and profitability, as well as for meeting sales goals.
- Customer Tracking: The platform helps users follow and cater to customer needs, ultimately stimulating. They can do this by tracking new touchpoints that mark the customer journey.
- Custom Dashboard and Workflow: Users can leverage personalized settings, making the system’s functionality easy for every team. A set workflow saves time and helps teams work more effectively. Dashboards can be customized to fit the needs of companies outside the finance sectors.
- Pipeline Tracking: The system allows users to create and track pipeline deals to convert hot leads immediately. Users can also add referrals based on organizational standards.
- Loan Dues: Financial services such as managing and resolving requests and tracking loans due can be taken care of from one dashboard.
- Robust Reporting: The solution’s reporting feature facilitates accountability and helps drive results. Team members can create, manage and send reports.
Product Ranking
#36
among all
CRM Software
#205
among all
CRM Software
User Sentiment Summary
1475 reviews
PipelineDeals has a 'great' User Satisfaction Rating of 87% when considering 1475 user reviews from 5 recognized software review sites.
Synopsis of User Ratings and Reviews
Equipped with sales-focused features, PipelineDeals enables sales teams to automate redundant tasks and nurture relationships with customers. The system is easy to navigate and customize, and the support team is very responsive, as noted by most reviewers. It also helps manage deals and client information efficiently. However, it suffers from technical glitches, and tends to hang at times. Reviews also observed that the search process isn’t accurate and that the interface needs improvement. Overall, the system is a good fit for small and mid-sized businesses looking for efficient deal management.
360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge.
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