ConnectWise CRM

Pipeliner CRM

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Ratings & Reviews

Overall Rating

4.08 / 5 (178)

4.72 / 5 (164)

Ease-of-Use

3.5 / 5

4.5 / 5

Value for Money

4.0 / 5

4.5 / 5

Customer Support

4.0 / 5

4.5 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

March 25, 2020

April 3, 2020

Pros/Cons

  • Pros

  • I like that it connects with so many other apps to pull data and include in-depth information. The search functionality is really great to be able to look at recurring issues.

  • Easy to use. Powerful platform to manage all of our customer interactions. Integrates well with most of the key applications we use daily.

  • Cons

  • Ramp up time, depending on your role, can be a bit lengthy, the training video's provided by ConnectWise are decent, but are sometimes lacking.

  • It is a complex program and the setup consultant was great but it is hard to know what you don't know. I would have liked more detailed help with the set up.

  • Pros

  • I love the mobile app and computer interface. I like the automatic call log feature it makes it easy to keep and track info in an even more efficient manner.

  • 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!

  • Cons

  • 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.

  • 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.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

16 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots