Simple CRM That Works with Google Apps

I’ve been keep­ing an eye on some full scale CRM pro­grams in the cloud and a num­ber of sim­ple and less com­pli­cat­ed CRMs for small busi­ness for many months now and have some excit­ing news to report. Pipeline Deals, a sim­ple and easy to use CRM for small busi­ness, final­ly made a big change to their cloud-based CRM. They inte­grat­ed a two-way sync with Google Con­tacts and Cal­en­dar. They are also on the Google Mar­ket­place, mak­ing sign­ing in a cinch. A two-way sync makes Pipeline Deals miles ahead of most oth­er online Cus­tomer Rela­tion­ship Man­age­ment sys­tems. I am sur­prised that Zoho, Tac­tile, High­rise, Batch­books and most oth­er com­pa­nies have not inte­grat­ed a two way sync. So why is this such excit­ing news for small busi­ness? If you are like me, I’ve com­plet­ed switched from Microsoft prod­ucts to a Cloud-based busi­ness. My busi­ness is run using the fol­low­ing: a Mac, an iPhone, Google Apps, Drop­box and 37Signals’ Base­camp. I did not use a CRM, because noth­ing synced well with my ​“Office in the Clouds.” I’ve been test­ing out Pipeline Deals CRM and so far…so good! I can make an appoint­ment with Google Cal­en­dar, and it shows up in my Pipeline CRM account. Also, if I cre­ate a new con­tact on my iPhone, that syncs to Google Cal­en­dar, which then syncs to Pipeline Deals. I must add 4 items for my Pipeline wish list to make it an almost per­fect program: 

1. I’d love to see a Native iPhone and Android App, and not web-based. The cur­rent mobile ver­sion does work well but has its lim­its. The sched­ul­ing of an appoint­ments do not work well on Pipeline’s mobile ver­sion, for exam­ple. But now I can just con­tin­ue to use Google Calendar!
2. Make the flow of cre­at­ing a new lead to cus­tomer eas­i­er (cur­rent­ly a bit con­fus­ing where to start and enter data).
3. Cre­at­ing and man­ag­ing deals (oppor­tu­ni­ties) are a bit con­fus­ing as well. I’d stick to what peo­ple are famil­iar with: Oppor­tu­ni­ties. I’m still fig­ur­ing out how to use ​“deals”
4. Make the Mobile Ver­sion’s activ­i­ties (events) with more details: loca­tion, time, reminder, (like Google/​Outlook details). It is cur­rent­ly more set­up for ​“Task” that activities

All in all, Pipeline Deals is excel­lent for track­ing your sales on the go! Now that it is one of the first to tru­ly sync with Google Apps, it makes it my favorite! Pipeline will get my busi­ness, and I’ll stay with them…especially if they make my wish­list come true. Get a copy for your estimator/​salesperson today. It is only $15 a month!