Pipeliner CRM Reviews

it super fast giving the possibility of creating dynamic reports and very simple and effective jobs

nothing to say apart from the name suggestion which we cannot find when we do a name search. Sometimes we forget the spelling of names

It was not hard to get my head around Pipeliner CRM. After a few hours of usage, you would think I was a pro. Navigation is also super easy.

I wish we could integrate more third party add-ons onto the CRM and this is a huge disadvantage for us.

the flexibility is the best feature of Pipeliner CRM. It is easy to modify and adjust as business needs change

Products and Categories flexibility is still being improved. Some improved report and graphical data representations would be nice

Has many features that help group clients and contacts together to keep track of engagements and campaigns. Many additional modules to connect to external applications to make life easy.

Certain filtering functions do not allow enough advanced customization to select the information you would like to see, worked with Pipeliner support and these features may be added in future releases.

It is the CRM our company uses. Helps us manage leads, opportunities and pipeline.

Requires additional support just to allow system to provide valid data for number of leads inputted and date inputted.

Very intuitive interface for account, contact, and opportunity tracking. Powerful API for interfacing with our ERP system. Responsive to feature and issue requests.

Billing can be unclear as to which features are included for which user levels. Have hit barriers with the reporting tool.

Nice way for us to show our factories the progress we have made with selling their products

Not having the ability to use subfolders for uploading documents.

It is extremely simple to utilize and you can likewise roll out any improvements to your pipeline without having any issues. They likewise have an exceptionally appealing UI awesome designs that will make you generally lean toward Pipeliner.

The help group should run after paying attention to the client needs and tending to them properly with the goal that they can guarantee a smooth encounter for their clients all through their use of the stage.

It is easy to follow the progression and tracking of all our jobs Great way for us to track our customers

The limit to document size The limit to characters you can add to the notes field

Pipeliner has made complexity "simple". The total cost of ownership (TCO) is low because the admin portal is easily managed and customized by our team without expensive interaction with the provider. The User Interface is intuitive and visual. The drag and drop feature is fantastic.

Some of the features lack depth. Search results are not alphabetical order which is inefficient and frustrating. Our industry is document heavy and there is no folder management. Also, the system will not allow documents larger than 30MB. We are in the construction industry and not able to upload architectural plans. Bulk updates are designed around Primary Contacts and we have to manually re-link opportunities when a contact that was not Primary leaves their job. Sometimes that requires manually re-linking up to 500 opportunities.

It is an easy to use software that gives a quick overview about sales status and development

The graphic function for reports could be improved.

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.

Pipeliner CRM system is visual in nature which makes it easy to navigate from one section or component to another such as from leads to opportunities, or even within the same component .I also like the inclusion of leading indicators which make it possible to simulate future team performance if the team continues on the same track.

Pipeliner CRM system is generally a good software but they could improve on making it easier to add notes when creating leads for additional things to consider along the sales processes to ensure the sale is concluded in a timely manner.

Handling opportunities (click and drag). Targeted values, and sales velocity features

Difficulty deleting unwanted opportunities

Data entry can be automated, Allows for easier collaboration and potential to add revenue

Burdensome data entry, can be costly and Focused on the wrong person

Pipeliner CRM has an amazing visual simplification (cybernetics) that is designed to break down its operational complexities. This is far different from the traditional CRM’s. It’s user friendly; has the ability and capacity to store and present information to the user on offline mode - using Pipeliner CRM Hybrid. This helps and backs me up when I’m in an airplane mode or out-of-network area, and need to recall some information about my customer on a business meeting with me.

The navigation tools don’t have a description note to highlight what’s expected in that page without having to be trained or technically supported.

I am a well trained salesman and I have been selling various products and solutions for over 30years. I never came across an amazing game changing software like this, that can impact positively on sales operations. Do you want to move your sales to the next level? Try Pipelinersales CRM, your operations will never be the same again.

Considering a global market, the company should have a Customer care dept that will operate 24/7 a week.

they gave me exceptional customer support as part of my free trial, very helpful explained how it works and how it would help me manage my sales workflow

it wasn't clear to me what the advantage was in leveraging their tool vs any other. while it works great there isn't anything unique aside from the service

Task tracking

Minimal information on the task icons.

really helpful to track your opportunities and close more deals

maybe the price was a little bit hight but now they're doing better

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!

Very easy tu use and configure. Fantastic ressources. No other CRM is so visual. Powerfull.

Phone call intengration, but it looks like they are working on it.

Ease of use, visual interface, & widespread sales personnel adoption, great response times for any issue.

Some small administration issues. Nothing major and most of what we have given feedback on is already on the product roadmap for the next release.

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.

No pros were added to this review

No cons were added to this review