Pipeliner CRM Features

Keeping track of opportunities, seeing what you have on the go.

Like anything new you have to practice to get to know it. I have used other CRM so I had some experience with it.

The design of the user interface is very clean and intuitive. The fact that your sales pipeline is very visual, helps you get a better understanding of the opportunities that sit within it. The platform is extremely easy to configure as well.

At the moment, we haven’t run into any major hiccups. If I could recommend anything to Pipeliner, I would say they need to update their mobile app so that it reflects all of the great visual features in the desktop version.

Pipeliner CRM has a very intuitive user interface.

The reporting is not intuitive as I would like.

Flexibility in modeling the account and contact relationships. Ability to setup bi-directional interfaces with marketing automation apps. Ability to visually display and manage sales process through the pipeline view.

3rd party add-on required for bi-directional integrations, but with that said the add-on offers significantly more functionality while still having a lower cost than the next best alternative.

One of the side benefits of using Pipleliner is all of the sales content they have, you really don't need any other source, if you are a sales professional, they have a ton of information for you, if you are a sales manager they have a ton of information for you...Visual, Intuitive --- Great Reporting!

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Quick & easy customization of fields and forms Email feed integration The new navigator is a fantastic snapshot and the timeline clearly shows whats ahead in the pipe

While I love it all I would like a few more functionalities such as; email templates for each sales steps along with calendar syncing. I'm sure Pipeliner has that in the works and am excited to check it out!

Online and offline accessibility on multiple devices, Inviting and intuitive GUI, automatic synchronization local to cloud, ability to add images and documents, social media access, multiple dashboards and pipelines, content-rich tutorials and user guides - and super responsive customer support.

Myriad of options, pull downs and filters take some time to master.

I tried other CRM like MS Dynamics etc, and you need a full-time IT staff to install and manage, which as a small business, we cannot afford. Pipeliner is packed with features up and running in a few hours instead of days. The user interface is very visual and easily customizable with various views along with the drag and drop feature within the Opportunity Pipeliner. The software is constantly being updated wtih new and powerful features which has really added immense value to our business. We have recenly integrated Pipeliner iwth our Accounting software and it has been great. Additionally their support staff are very quick to respond and resolve any issues that may arise. Overall Pipeliner is very easy to use but packs a whole lot of powerful features

Very happy so far with Pipeliner CRM so nothing to write here.

Pipeline is very intuitive, easy to learn and administrate. It incorporates ADD-ONs such as web clipper or ADD-ONs that allow interaction with most of email managers such as Gmail, Outlook, etc., which avoids the use of multiple platforms and applications to manage customers, make an email, create leads, create customer accounts, archive exchanges etc ... Pipeliner CRM creates a dedicated customer...

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The many down side of the Pipeliner CRM is that software usage language and support is only in english. This will be blocking point for businesses with other working languages such as French etc...

No pros were added to this review

No cons were added to this review

It is an easy access and easy to handle. Support is good, but the integration with internal other software is not deplyoed with us

I finf the multiple typing of account names in leads, opportunaties and accounts is too often.

the system is easy to use. All relevant data about customers can be entered. The info can be viewed / shared with colleagues

customers name has to be spelled correctly otherwise it is not found. The search option should be improved

Job search feature and the ability to upload emails to documents. Has allowed us to track our jobs better

Document file size is too small. Calendar invite feature is spotty it will sometimes drop people off and not send the email.

When we opens tickets, Pipeliner tech support immediately responds. We are in Pipeliner all day tracking sales, adding opportunities, managing contacts and accounts. I provide technical support for our customers and appreciate the excellent support that Pipeliner provides for it's customers.

When problems arise, especially in web-based software, is can shut us down. Occasionally Pipeliner will freeze or respond extremely slowly. When we contact technical support, they usually reply that they are working on their servers.

User friendly and easy to train employees on

Syncing but that is not needed on the cloud version

Fantastic solution to have a clear view at any moment of the sales situation of your team. No need to ask your team to "prepare report", you can have any report you need, at 1 click. Meeting are now focused on action, not on "reporting". In future companies without CRM will not exist. It is a real tool which any company need. Sales person love it. Even a 1 person company will improve productivity with PipeLiner. And it works offline! very good when you are on the road or internet is down: you still can work and everything is sync when you are on line again.

I really have no complains. The tool is very easy to use and powerfull.

The visual representation of the sales pipeline is an an incredibly useful feature that allows me to stay up-to-date on my current deals with nothing more than a quick glance. The Pipeliner team has been well above average in response times to technical issues and has often gone above and beyond the call of duty when correcting errors on both ends of the system.

The size of our database appeared to be a large struggle early in the relationship. The sheer amount of data slowed Pipeliner down to a state where it was difficult to use until the Pipeliner team made upgrades and our team went through an aggressive data cleanse. Our company has also built an API integration with Pipeliner that at times seems a little shaky, but that could certainly be our fault as much as theirs.

The visual approach. I noticed right away that Pipeliner workes differently from other solutions. It is visual -- not dry spreadsheets but instantly understandable in pictures -- and intuitive. I don't need a thick manual. No need to think in ‘database structures’. Pipeliner shows me the sales process and how I move from stage to stage. Pipeliner ‘mirrors’ my behavior. I don’t have to understand all the technical workings -- I can just see what I need to know. I suddenly have an instant snapshot of my sales stages, what I need to do next, and this motivates me. Also absolutely important and helpful is the integration of MS Outlook and the connection with several social networks.

There are only few things I dislike. One is, I miss the possibility to import vcf-cards when I am creating a new lead. Also would be good for me - as located in Europe - the integration of the Xing-Network.

The overall experience of signing up and installing the client software is good and we have had no technical issues. Customer support is good and documentation is available for using and customising the interface. For example we wanted to add a margin value field to each qualified opportunity and although this was not a default field it was easy to find instructions as how to do it. The new field is...

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Our directors want to encourage the sales team to add follow up actions after events. Unfortunately, you cannot add a telephone call or email as the follow up to a meeting. We have posted it as a feature request, but it is a surprising and pretty pointless limitation. Who wouldn't follow up a meeting with a phone call? It would also be nice if the pipelines could be colour coded as it can be difficult...

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Ease of Use Integration with Apps that you use Visualization of Sales stages No expert skills required Lets you focus on the right leads at the right time Always available on the cloud and on your mobile devices [Android, iOS apps] - whether you are connected or not. Auto Syncing once you are connected. There are no multiple editions to choose from. Single edition and you get all the features...

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Nothing whatsoever. I have no complaints at all.

I like almost everything about CRM Pipeliner, but I love it mostly because it's easy to use, and its quality is unquantifiable. So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.

What I like least about the Pipeliner CRM is the clip tool that enables user to save lead generated from the internet websites.

Pipeliner CRM gives information seeing choices. It has revealing choices whether graphical, mathematical and diagram like. The Mobile App has discourse to-text and text-to-discourse AI usefulness for voice note update as opposed to composing. It assists us with catching leads from anyplace. It has its own versatile application, and a business card scanner is simply marvelous. Reasonable.

Our coordination from Salesforce.com was somewhat difficult and we encountered some lethargic velocities, yet a lot of that was because of the huge number of records we were acquiring. Furthermore, we didn't employ Pipeliner backing to help us. We did it all alone. Those issues have all been settled.

Extremely powerful. Highly configurable, allowing us to fully align the software to our playbooks and existing sales processes. The ability to setup the relevant activities required per each sales stage, upload documents specific for a sales-stage and other features which support the process are fantastic. Pipeliner is not only workflow-focussed, it's also very intuitive to use. Social network integration...

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There isn't much to dislike about Pipeliner. One of the features we are currently missing is the ability to automatically send scheduled reports (daily, weekly or monthly) to specified (internal or external) email addresses. This will hopefully be available soon.

With all Sales Reps' activity history available to me at the click of a button any time, and with Pipeliner CRM also available in mobile app form, it has given me impetus to manage my sales teams and my customers remotely, yet effectively from any part of the world, thus coming in handy with the prevailing lock-downs as a result of COVID-19. Further, I like the fact that it provides for higher lead velocity, leading to a a quicker realization of sales objectives.

It cannot easily be operated offline from both the desk top and mobile app version. This makes some of your work inaccessible should you find yourself in place with poor or no internet connectivity.