PipelineDeals

I like the ability to customize my leads and organize them to personalize my style. With multiple users we can see the same leads, but have our own lists. It allows for multiple users to use the same leads without cutting into each others. I have an appointment setter that can see my notes I leave for her and work off the same lead list for myself and one other employee. This allows us to be as productive as possible to hit other territories at the same time.

Sometimes, it can be a little messy importing leads into Pipeline Deals. Fortunately their customer support helps and resolves any issues. There has been one major time where another member of staff has imported his list and overwrote my whole list. Another great example of their support team being able to pull my leads back up and separate the two to prevent any loss and to correct the issue. Nothing was lost, even though it took a few days, I was able to pick up where I left off.

The support you get with Pipeline deals is worth it in itself. You have a rep who is always available (in my experience) that follows up and has gotten my issues resolve every time and in a timely fashion. It serves its purpose with leads and a neat organized way of doing so. It's not perfect, but they are always adding features to improve the layout and productivity within the tool.