Pipeliner CRM Reviews

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!

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.

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.

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 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.

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

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.

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.

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.

really helpful to track your opportunities and close more deals

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

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.

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

Difficulty deleting unwanted opportunities

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.

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

Multi-platform availability. Ease of use for new non-computers oriented users. Mulitple ways to enter key information.

Need to re-login regularly. Seems to time-out on the web page even when still using it.

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.

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.

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.

I like that I can connect my personal email accounts to the pipeliner CRM Cloud so that I can easily have my contacts. I also like that there is a mobile app, that allows you to be updated with everything happening on the cloud. Even when you are away from your computer.

What I least liked was that the trial was not very clear. I was not sure if I was supposed to add my own clients or just to use the ones that were provided. when I quired I did not get the response. The other thing is that my mobile app gives me challenges to syncronize at times.

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.

The detailed process assists both the Sales Manager and Representatives to manage the whole sales process in a more professional way. A detailed Tech and Process that will ensure various sales reps do not contact or bother the same account which will eventually result to loosing the account. Also, a tech that provides detailed information about the strength and weakness of each sales rep, which will enable the manager to build on the strengths rather than focusing on improving on the weaknesses of the reps. It also helps the manager in evaluating various efforts put into the process by individual sales reps for adequate and deserved benefits for the reps. Finally, it give this assurance to sales reps that there is assistance at any stage of the sales process.

I dislike the possibility of the the technology chosen by the Sales Manager to cumbersome for sales reps.

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

It's visual Easy to use not to mention easy to customize! Easy to teach others Excellent Pipeliner tech support

With Pipeliner updates happening, one needs to close Outlook, Word and Skype which can be annoying at times.