Pipeliner CRM Reviews - Page 4

Integrates with Outlook Easy to customize and great reporting Cloud-based and easy to install Fairly low cost

Subscription service only Does not integrate well with ERP software Technical support is not very helpful

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 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.

I like the visual pipeline and the ease with which I can update and improve milestones in my sales process.

Not as many plug-ins or easy integrations with other apps like Salesforce, but we don't really need those things.

The interface for both their web app and mobile app is completely visualized which makes it easy to understand the information at a glance.

The generated reports should have a forecast that can tell me what industry CRM tips to implore.

Managing opportunities and leads, tracking them through the sales cycle

Reporting limitations, visualizing forecasts and quotas.

Pipeliner has evidently been designed by Sales people who thoroughly understand sales process, sales people and what the business needs to see and understand in order to operate effectively. It is a rare thing to find software you can "grow into" and that can actually help you as you mature your sales model. It is intuitive, flexible and excellent value for money.

There's not a lot to dislike. It's a relatively new platform so there are the occasional bug or glitch but they are hugely responsive and the development roadmap seems to move at a pace with the market demand.

The reporting and that it is easy to use

The limit on the size of a document you can upload and not being able to hover the mouse pointer over the “name” field to see the complete file name

Pipeliner CRM has a very intuitive user interface.

The reporting is not intuitive as I would like.

Pipeliner CRM is quick to implement, learn and most important, easy to utilize. It leads to better communications within our sales team and keeps us squarely in-front of the right customers. Pipeliner CRM's team is customer focused with a drive to bring the best product for sales professionals to the market.

The robust management options are focused on helping manager's coach and improve their sales team's performance. However, there are so many options for managers that you need to take the time to learn how to run the reports. Everything is there, it is just not as simple to use as it is for the sales people (which is good because the sales people are the the reason for CRM in the first place).

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.

With pipeline I think it's the best way to let you know how the sales funnel or sales pipeline function. This was my introduction into CRM platforms but this introduction has increased my confidence in handling not only sales but Business development activities ad these fields are very related. Being able to handle leads and opportunities based on their resourcefulness is a thumbs up for me. No more waste of time on leads or opportunities which won't lead to any good.

I can't really say what I dislike about it as this is my first experience with CRM platforms as a whole. I'm just getting to know Pipelner. But I think the trial period is too short. 15 days I think. I think a month would be better.

The reporting is easy and functional. Nice way for us to show our factories the progress we have made with selling their material

That you cannot upload files larger than 30MB. That some of the features are not in alphabetical order

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!

No cons were added to this review

the software allows you to keep track of your success.

maybe you can make it less steps in the process when entering a client for the first time

I just started using Pipeliner it is a very strong tool for our company. We use it to track all of our commercial projects

Not being able to add subfolders to the documents

Good futures not really designed for Transportation Industry specially for forecasting

Not very friendly user

That we are able to manage all of our contacts through it and how it merges with Outlook

That the contacts are not in alphabetical order in the “Primary Contact Name” and the “Primary Account Name”

It allows us to track the progress of our jobs and manage the succession of each one.

Calendar invites do not always work, and you have to resend the invite several times before it will go through.

The ability to create the detail screen into what works best for your company. It is easy to change fields and update them

Not being able to alphabetically sort in primary contact field

Task Management is a great help in everyday work.

Evaluations and Diagram Creation is not very easy.

Instant visual insights into sales activities, easy to administer, quick navigation, simplicity and adaptive by design for seamless future integration..

Self implementation that might sometime require certain level of specialized skills

activities feature and ability to mass mail and template features

still learning about features and how they all work