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Recommended
Bob H.
Consumer Goods, 201-500 employees
Used weekly for 1-2 years
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From an IT perspective the product is built well, responsive, and feature rich.
Very well designed. All web based and can be easily customized.
Automatizer should be included in base product. SSO/Active Directory isnt really integrated well into the permissions and access control.
Alexander S.
Plastics, 1,001-5,000 employees
Used daily for 2+ years
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Easy but not fully usefull
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.
Verified reviewer
Information Technology and Services, 1-10 employees
Used daily for less than 6 months
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It is worth to test out Pipeliner, if you need lead management with powerful features and a lot of customization options.
The easy way to move your leads across your pipe, the powerful filtering features make Pipeline an excellent tool for each lead manager.
I was missing some integrations when I used Pipeline but I see now they are available.
John R.
Electrical/Electronic Manufacturing, 11-50 employees
Used daily for 2+ years
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Excellent tool for our small sales team. Online program stays always updated.
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.
Wilma T.
Plastics, 1,001-5,000 employees
Used daily for 2+ years
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it serves as a customer base and new leads
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
Amanda S.
Facilities Services, 11-50 employees
Used daily for 1-2 years
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Uma ferramenta completa com todos as funcionalidade necessárias .
Grande dificuldade nas açoes do sistema mais nada que impeça de ser uma ferramenta de grande qualidade
Showing original review in Portuguese. See translation
Veronica H.
Management Consulting, 11-50 employees
Used daily for 2+ years
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We use Pipeliner to streamline our sales process within accounts, contacts, and opportunities.
Pipeliner has made the system intuitive for admins and easy for users, this helps with adoption.
Pipeliner doesn't have the same level of customization ability as other CRM's out of the box.
Rich A.
Construction, 11-50 employees
Used daily for 2+ years
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We use it for projects and project bid tracking and is a great CRM for allowing us to manage the process and documents
Not having the ability to use subfolders for uploading documents. That you cannot upload files larger than 30MB
Bob S.
Construction, 11-50 employees
Used daily for 2+ years
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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.
Brandon P.
Construction, 11-50 employees
Used daily for 2+ years
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It is very easy to search and update jobs. The formatting is very functional, and reporting is quick and easy.
That some of the features are not in alphabetical order and that you can not create files to store older documents
Sarah B.
Information Technology and Services, 201-500 employees
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We are using it for Pipeline and Contact Management.
The analytics and built in report generation are top notch. CRMs should be able to spit out reports based on your data. Pipeliner does, and in a way that is easily digestible.
The only thing I'd like to see them be able to do is spit out slides...but it wasn't a deal breaker.
Andrés C.
Information Technology and Services, 1-10 employees
Used daily for less than 6 months
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We purchased and implemented Pipeliner CRM back in July and I was surprised to see our entire sales team dive deep into the platform without even taking a training session. The platform is so intuitive and visual, that I had a Spanish-speaking team member creating leads, adding accounts, contacts and opportunities as soon as she gained access to our space. We now have a better understanding of all the potential business that’s out there and what part of the sales cycle each open opportunity is in. As the product champion and admin, I haven’t run into any adoption issues either.
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.
Felipe L.
Consumer Services, 1-10 employees
Used daily for 6-12 months
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Tive uma experiência incrível com esse CRM na captura de leeds e os clientes gostaram da ferramenta
Ótimo Crm para captura de leds e informações sobre os futuros clientes . Interface bem amigável e limpa.
As vezes o servidor é pouco lento e isso se torna um problema devido a lentidão em salvar um leed.
Showing original review in Portuguese. See translation
Bryan E.
Construction, 11-50 employees
Used daily for 2+ years
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The ability to see the progression of leads that have been created
It is frustrating at times not being able to hoover the mouse pointer over the “name” field to see the complete file name.
Bill G.
Construction, 11-50 employees
Used weekly for 2+ years
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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.
Silas O.
Marketing and Advertising, 11-50 employees
Used daily for less than 6 months
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As a sales consultant, I have had a lot of clients whose major challenge they have is managing their entire sales team and observing how each rep is managing his pipeline. Since I introduced Pipeliner CRM to them, they have experienced efficiency within their sales management process and an increase in the number of closed deals. For me and my clients, managing sales pipeline just became seamless with Pipeliner CRM.
Pipeliner CRM gives you an instant visualization of your entire sales process. This helps in making key decisions and managing sales reps. What I love about Pipeliner CRM is the fact that it was developed by sales experts to empower salespeople. Also, they have a strong philosophy on educating sales personnel on the job.
There is really no perfect CRM software out there in the market. Pipeliner is not the ULTIMATE CRM tool yet, but it is the best in the market and currently strives to be better by continuous improvements.
Charity C.
Human Resources, self-employed
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Well, my overall experience with pipeliner so far has been excellent and fulfilling. I have been able to learn so much about sales, how this tool can work for the benefit of salespeople. I will be very much happy to recommend it to anyone. I am very happy that I was given this opportunity to learn more about selling and how the pipeliner CRM tool can enhance selling skills.
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.
Kristen R.
Management Consulting, 11-50 employees
Used daily for 2+ years
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The sales team uses it to enter opportunities. I use it to pull reports and import contacts and accounts
User friendly and easy to train employees on
Syncing but that is not needed on the cloud version
Marek S.
Media Production, 1-10 employees
Used weekly for less than 6 months
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It makes my life easier and focused and gives me very important data.
The ability to customize everything for my needs.
There is a learning curve and I could use more handholding/tutorials in the begining.
Areful H.
Computer Hardware, 51-200 employees
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Pipeliner CRM solve all problem of a sales company .to use this CRM software in a company we can get report of many module like account management, contact management, lead management, opportunity management & activity management.
To use this CRM software in any sales related company then they can get any sales report within short time. it is also easy to use for both sales people & company owner.
In pipeliner CRM i don't get any disliking features.because all features in this CRM are related to a sales company directly.sales people & company owner get all report with one click which are related with them.
Eva B.
Plastics, 501-1,000 employees
Used daily for 2+ years
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Collection of a lot of information per customer at first glance
Results of the search function are sometimes confusing
Tim E.
Electrical/Electronic Manufacturing, 201-500 employees
Used daily for 6-12 months
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Pipeliner is an extremely visual tool and is not difficult to input from a sales perspective, this results in a higher level of engagement. The desktop version works rather well with the mobile application making it easy to stay connected to the program during the day.
There are a few linkage issues between the desktop version and the mobile app that still need to be worked out. The mapping feature on the desktop version is limited and needs to be improved.
Chijioke A.
Professional Training & Coaching, 11-50 employees
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It has been a worthy experience. Basically, I am solving the problem of managing the efficiency of each sales rep in the sales process and encouraging them to build on it through effective sales cadence. It also helps the team members not to have a collision with regards to contacting same account by various members of the sales team.
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.
Nikki S.
1-10 employees
Used weekly for 6-12 months
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Excellent software, pricing is fair to just a bit higher but you get what you pay for in this case. I would highly recommend this product for sales professionals looking to build a client success platform that is customized and not so robotic looking.
This is a very visual software which shows you exactly what you need to know. There aren't a ton of spreadsheets, but there are visuals such as pictures that show you how you get from stage to stage in your process. This is an extremely intuitive and understandable software. It easily integrates with MS Outlook and many other social networks. Customer support is awesome and able to help right away with the few minor issues I have had.
Not many things to complain about. I wish there was a way to import contacts rather than manually entering them.
John R.
Primary/Secondary Education,
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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.