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Recommended
David M.
Construction, 11-50 employees
Used weekly for 2+ years
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It is very easy to use and allows us to direct our focus on closing commercial sales
Not being able to alphabetically sort in primary contact field
mbuniya p.
Civil Engineering, self-employed
Used daily for 6-12 months
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i like it because with it, I have a good knowledge
Outstanding features as to use it is always nice
It at times request alot of updates which so sophiticated
Anita M.
Packaging and Containers, 1,001-5,000 employees
Used weekly for 2+ years
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The software gives a quick and good overview about the activities
The uploading and downloading of documents was easier in the past - taking less time
Isaac M.
Broadcast Media, self-employed
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Great experience, the more I know about the product the more I realize how useful the product is.
Pipeliner is an integrated CRM system, that effectively allows you to not only navigate across different platforms but also assist you in managing your leads and offices better, effectively and faster. The system is user-friendly and design to save time.
You do not have enough privacy of your leads within the organization. Everyone can see what you working on.
Lori G.
Computer Software,
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Pipeliner is our primary CRM for our sales and client success team. We moved from Salesforce.com to Pipeliner as a cost savings as well as looking for a tool that had a more progressive feature set. Of specific interest to us was the visual user interface of the opportunity pipeline and the social media integrations. LinkedIN and other social integrations, the pipeline opportunity view, ability to build custom reports using any filter setting. The Pipeliner team from the CEO, to support, to marketing has been fantastic to deal with. They care about the success of their customers.
Our integration from Salesforce.com was a little challenging and we experienced some slow speeds, but much of that was due to the large number of records we were bringing in. In addition, we did not hire Pipeliner support to help us. We did it on our own. Those issues have all been resolved.
Eric S.
Management Consulting,
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The software is extremely easy to set up, manage and learn. Also the Philosophy of the entire company speaks to me very well. At the same time their service is responsive and fast!
The Software and company is not big enough yet. They still have to make certain things possible to be able to be a perfect system for everyone. Especially their Mobile app is lagging behind at the moment.
Nsamwa N.
Accounting, 1-10 employees
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Developing teams: pipeliner can assist in developing a sales team by evaluating their strengths and weakness. Opportunities can be labeled as to their fitness such labeling allows sales people to stay focused on the right deals and they are not side tracked. Pipeliner consist of the right combination of tools, task , people process and data. The right CRM solution today is Pipeliner CRM without it you are lost
Pipeliner CRM works for both on line and offline to enable salespeople to stay on top of the business even when you do not have WiFi plus the navigator shows you how are tracking against target. Pipeliner is most visual CRM on market today and infact offers 5 different visualization of opportunities and easy to customize within hours.
It works only where there is technology like in urban areas and the people in rural areas are disadvantaged to more efficient and effective sales
Michael L.
Marketing and Advertising, 11-50 employees
Used daily for less than 6 months
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Ease of use, visual/aesthetic ability is fantastic (really helps to keep staff engaged), and support provided to help get you up and running. It also has great email tools to connect with the Pipeliner system.
Sometimes the synchronizing function can be annoying, the reporting (although sufficient) is not as robust as we'd like, and a couple of other features we were previously accustomed to although I am sure they will happen over time.
Craig W.
Management Consulting,
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Simple yet flexible and powerful. Keeps everyone focused on one thing: moving deals through the sales pipeline according to the sales plan. Powerful forecasting, reporting, and data visualization tools make Pipeliner as much of a sales BI tool as it is a sales-focused CRM tool.
It would great if it offered native email marketing features, but Pipeliner does integrate with multiple email marketing, marketing automation and hundreds of other popular products using pre-packaged connectors and services like Zappier. Plus, a full featured API is available if a pre-packaged integration is not available or does not offer all of the functionality needed. So Pipeliner essentially "plugs into" whatever technology you are already using which allows you to give sales reps and sales managers the best tool for generating revenue and growing sales.
Chris C.
Food & Beverages,
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It's visual appeal and ease of use. The product is designed with Sales in mind, not management or accounting. It breaks the sales cycle down into the steps of the pipeline and allows management to watch the effectiveness of their sales team in each stage.
Wouldn't mind seeing the mobile version enhanced. The ability to see more data and adjust more from a tablet would be helpful. The phone app could stay as simple as needed, but would like to see more flexibility on the tablet version.
violet p.
Computer Software, 51-200 employees
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it is easier to use,an overall experience of installing this software is very good and had no issues when installing ,its helpful in the integration of the outlook and stay connected with other several social networks,this software let you run more than one pipeline making it more easier for sales team to balance workloads.
well satisfied customer henceforth no complaints.
Verified reviewer
Information Technology and Services, 1-10 employees
Used weekly for 6-12 months
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I'm completely sold on Pipeliner CRM. Since we implemented it in our company, it has completely transformed the way we manage our sales pipeline. It's intuitive and easy to use, so even non-tech savvy staff can quickly get up to speed with it. Highly recommended!
I have not encountered any drawbacks for this tool yet.
Randy T.
Management Consulting,
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A flexible and easy to learn product for my customer users to truly use. The vendor provides many learning tools for end-users.
Not a large community to share ideas at this point but growing daily. Most GREAT CRM's have an active community which assists in extending the capabilities and ideas for success.
Wills A.
Computer Software, 11-50 employees
Used daily for less than 6 months
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its simplicity, easy to use platform and most importantly control. Pipeliner CRM allows you to control how you want to display your data. No other system allows such flexibility
not much, so far everything seems good from the display. my only concern is that it has too many information display, which many wouldn't see as a problem
Arne Sigurd Rognan N.
Management Consulting,
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Its ease of use, its visuality, its graphics and its suggestion for next move to close opportunity. It is very unlike most other traditional CRM I have tried - which is many. It brings a new way of thinking into sales and CRM.
It should integrate with iCal and not only Google Calender. It should also have possibilty for mail templates with my own predfined texts for easy standard response mails - and also more possibilites for mass mailing.
Lauren R.
Computer Software,
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I like how you can easily move a lead into different stages of the sales pipe. It allows for complete visibility of your portfolio.
It is hard to add notes or record follow up notes to a lead. We've been adding them to the lead description, but it would be nice to add notes with a calendar drop down.
Emeka A.
Information Technology and Services, 11-50 employees
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The dynamic virtualization of the Pipeline, process and activities and it complete virtual contact management while the in built AI provide alert and intelligent insight. Pipeliner make salesperson focus on their revenue and target and the most high priority activities
No need for external technical personnel, No programmers, No System integrator
Jim N.
Marketing and Advertising, 11-50 employees
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I've worked with dozens of CRM systems, Pipeliner is hands down the best. I use it one a daily basis and it does everything I need it to with ease and speed.
Available as an app, easy to use, pairs with many web services and it is quick.
None come to mind at the moment. The system isn't perfect, but it's close to it.
Chris H.
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We use Pipeliner for both customer management ad sales management and analytics. From a sales professionals point of view, the software is very easy to use with color and multiple layouts so they can choose how they would like to see their data.
1. Simple and aesthetically appealing interface 2. Extensive analytics for sales professionals and all levels of management 3. Multiple pipelines allow for multiple sales processes in one database 4. Quick and knowledgeable support from pre-sales, set-up and tech support (if it is even needed) 5. Secure and stable - complies with EU safe harbor rules
Pipeliner gives you so many options to see your data, to analyze your data that you need to think strategically and do the customer set-up. Otherwise, one can loose track of time in the amount of data you can analyze.
Alessandro R.
Insurance,
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Best Visual Sales pipeline and easy customisation. We used the CRM now since more than 1 year and we accelerate our sales up to 40% from our older solution
No integrated email solution. We need to use all the time outlook, and we cannot import files from pipeliner.
Ari L.
Management Consulting, self-employed
Used weekly for 1-2 years
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This is my first CRM suite that I have used for my consultancy. It is easy to use and fairly intuitive. I would recommend it to anyone looking for a simple CRM.
GUI interface, intuitive, does what I need it to do
Not very powerful, sub-par integrations
Vic T.
Management Consulting,
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It's real easy to see an individual pipeline, a team's pipeline and the whole company's pipeline.
There really is nothing not to like about the product. It would be nice if it had more pre-defined integration's with other products, but that will come over time.
Heinz F.
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This is really the first Sales CRM Tool thats working for one man shows or small teams up to real big sales organizations. Multiple Teampipelines are easy accessible, Sales Teams can be build, so its able to reflect any given situation. If you are looking for a sales supporting CRM solution that really helps you and your peers in the daily sales tasks, you should definitely check it out.
- Easy to use Sales Management Tool - Local Data, synchronized really smart with cloud database - Easy configurable Sales Stages - Great forecasting capabilities - perfect outlook integration - excellent Dashboard - good reporting
If I find any, I come back and update my review!
ajith c.
Banking, 1,001-5,000 employees
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WAR Room option. This enables the sales manager to conduct meetings and plan deal closing strategies among the team. Also advanced filter option helps the manager to apply filters towards the base data and share below
I like almost all the options in the CRM,there is no particular areas for disliking
EZEKIEL O.
Animation, 11-50 employees
Used weekly for 6-12 months
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I had an awesome experience and i will choose it over and over
The features of the application was really awesome , it gives me an accurate update and how to schedule conversation with clients
Nothing much, the offer free trial which i think is best for any startup to use or train their employees