Pipeliner CRM software


79 reviews(5.0/5)
79 reviews(5.0/5)

Pipeliner CRM is an end-to-end customer management system that provides better visibility and transparency into the entire sales process. It is a web-based system that is both Mac and Windows compatible, as well as offering an app for iPhones, iPads, and Android devices. A fit for almost any industry, Pipeliner offers standalone Sales Automation, and Social CRM capabilities within its suite.

Pipeliner’s dashboard shows everything a business needs to improve their sales process, including lead generation and tracking, as well as contact management. It works to improve communication between customers and salespeople by providing a holistic view into their prospects’ and current clients’ preferences, comments, and more.

The solution aims to be user-friendly, minimize repetitive and time-consuming data entry, and provide insight into a buyer-focused sales approach. Since Pipeliner CRM is based in the cloud, users can access it from anywhere, at any time, even without online access. It is fully capable offline from both the mobile app and the desktop.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

79 Reviews of Pipeliner CRM

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  • Tayden from Design Services

    June 2018

    Excellent product and support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    Cons

    Price. Although they are still in line with all the other competitive products. I t still seem expensive. especially if you have multiple users it really starts to add up quickly

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Nikki from Nikki Jobs

    Specialty: Other

    Number of employees: 2-10 employees

    April 2018

    Amazing tool for small businesses! See for yourself!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Pros

    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.

    Cons

    Not many things to complain about. I wish there was a way to import contacts rather than manually entering them.

    This review was submitted organically. No incentive was offered
    Review Source
  • Verified Reviewer

    April 2018

    Best CRM Onboarding experience

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    increased dealflow and accelerated deal velocity

    Pros

    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

    Cons

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Riccardo from SITE

    Specialty: Construction

    Number of employees: 501-1,000 employees

    February 2018

    Excellent for all types of companies

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

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

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Matt from United Sales Resources

    Specialty: Consulting

    Number of employees: 2-10 employees

    December 2017

    Easy, Visual CRM with lots of configurability

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    I like how the Pipeliner team has consistently added functionality that makes the experience for a sales user more valuable over time. With other CRMs I've used, updates don't always make the experience for a user like me better.

    Pros

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

    Cons

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

    This review was submitted organically. No incentive was offered
    Review Source
  • Allison from ADDACTIS Worldwide

    Specialty: Software / IT

    Number of employees: 11-50 employees

    November 2017

    Pleasent discovery

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

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

    Cons

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

    This review was submitted organically. No incentive was offered
    Review Source
  • Verified Reviewer

    Number of employees: 501-1,000 employees

    October 2017

    Great product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    WE use this to manage our pipeline of multi-million dollar projects and its integration with Outlook alongside statistical analsysis provided on leads is second-to-none.

    Cons

    Program doesn't really work with anything but IMAP servers for integration causing some issues when you want to have a secure network.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Michael from The MRL Group

    Specialty: Advertising

    Number of employees: 11-50 employees

    September 2017

    We moved over to Pipeliner from SalesForce. As a small-mid size company, we needed something that was visually easier to work within and allowed for managerment to easily keep track of our sales and account management team. It's much easier to use, visu

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    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.

    Cons

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Arno from Fischbacher KG

    Specialty: Education

    Number of employees: 1 employee

    September 2017

    Excellent tool also for small business!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    My business is B2B. What I’m selling is voice training, workshops, and speaking engagements. Until recently, my business was developed through public relations, publishing in special interest magazines, and through people finding me through the website and social media. About 2 years ago, I began to see a dramatic change. I needed more than a database and a bit of marketing automation -- I needed a sales process to help me drive interest and drive business. Competition was rising and it was obvious that I needed a more structured way to keep my contacts, accounts, and business relationships organized and vibrant. For both existing and new business relationships, I needed a way to nurture those relationships. It became clear that all my business was not going to come to me any longer. I needed help selling to my key persons -- that’s when I looked for the right CRM tool. In the end, I found Pipeliner through searching on Google. I had asked colleagues and friends for recommendations, but the software they or their companies used was too unwieldy, complex, and expensive. c Today I can say, Pipeliner helps me to stay in touch with the most promising customers and to make more business with less effort.

    Pros

    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.

    Cons

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Paul from Global Trading UK Limited

    August 2017

    Recommended. Not the most intuitive to use, but powerful and customisable.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The overall experience of signing up and installing the client software is good and we have had no technical issues. Customer support is good and documentation is available for using and customising the interface. For example we wanted to add a margin value field to each qualified opportunity and although this was not a default field it was easy to find instructions as how to do it. The new field is calculated and can be used for graphs and reports so we can see relative margins against project values. Pipeliner lets you run more than one pipeline and we have two, one for new sales and one for existing customer development. This makes it easier for sales team to keep their workload balanced between the two activities. The management reports feature is extremely useful and enables our directors to quickly see how the sales team are progressing in terms of wins, losses, potential and actual sales.

    Cons

    Our directors want to encourage the sales team to add follow up actions after events. Unfortunately, you cannot add a telephone call or email as the follow up to a meeting. We have posted it as a feature request, but it is a surprising and pretty pointless limitation. Who wouldn't follow up a meeting with a phone call? It would also be nice if the pipelines could be colour coded as it can be difficult to know which one you are working in. Our only caveat is that should your internet connection fail and you carry on working, the 'auto-synch failure' alert is very small and easily overlooked. If you have to reboot the PC to solve the internet connection you will lose all the work added after the synch failure. We would like Pipeliner to auto-backup client data to the client PC which could be restored in the event of a synch failure.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Tim from Bell Incorporated

    Specialty: Manufacturing

    Number of employees: 201-500 employees

    April 2017

    Sales Friendly CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    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.

    Cons

    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.

  • Moises from Timwood

    April 2017

    So far, So good

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It's a good CRM software, but in my opinion, it needs to be more sensitive. It's not simple to change the status by customer.

    Review Source: Capterra
  • Ari from Global Strategic Consulting, Inc.

    Specialty: Consulting

    Number of employees: 1 employee

    February 2017

    Great intro product for CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Pros

    GUI interface, intuitive, does what I need it to do

    Cons

    Not very powerful, sub-par integrations

  • Eric from Cicoil LLC

    Specialty: Manufacturing

    Number of employees: 51-200 employees

    February 2017

    Great Organizer

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    I like the way Pipeliner keeps activities sorted, recorded, and displayed. It makes my tasks better organized so things don't get forgotten.

    Pros

    Task tracking

    Cons

    Minimal information on the task icons.

  • JOHN from CICOIL

    Specialty: Engineering

    Number of employees: 51-200 employees

    January 2017

    The people at Pipeliner are the greatest.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We signed up with Pipeliner and have never looked back. This product is really easy to use and has all the features we need to keep our sales and application engineers connected. I can't say enough about Pipeliner, but I can say its beats our old "well established" CRM hands down.

    Pros

    Easy to set up and use.

    Cons

    Syncing is sometimes and issue, but it doesn't happen often and a quick Pipeliner restart takes care of it.

  • Robert from CICOIL

    Specialty: Manufacturing

    Number of employees: 51-200 employees

    January 2017

    Great!

    Ease-of-use
    Functionality
    Quality
    Support

    After use of a previous product that was very difficult to use, this is a breath of fresh air.

    Pros

    Intuitive, fast, integrates with outlook, much more.

  • Deric from CCRE

    Specialty: Real Estate

    Number of employees: 11-50 employees

    November 2016

    Easy to use, but not user-friendly

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Out the box it wasn't easy to get our data up and running. The price point is approachable, however, it would be more beneficial to pay for a more comprehensive package.

  • Andy from Needham-Green & Associates

    Specialty: Consulting

    Number of employees: 2-10 employees

    October 2016

    CRM Designed for Salespeople

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I was evaluating CRM products for a client who needed a full featured that could be easily accessed by all constituencies within their organization. This entailed a search for a product with a sales-centric interface and workflow; one that would be the least time consuming for anyone to input new data or to search for information one an existing prospect or customer. Once I started the 30 day trial of Pipeliner, I was pleasantly surprised at how easy it was to use and how good they were on timely customer support. My client is a small organization, fewer than 100 employees;so I wasn't looking at this product to be used by 1,000's of people. It more than met my expectations and my client's requirements. It is easily and fully customizable to fit the needs and process of each customer. The final analysis is that this is a tool that enables the customer to create the CRM experience and processes that best fits their unique business needs.

    Pros

    1) Customizable
    2) Intuitive from a sales perspective
    3) Easy to use and saves time
    4) Easy enough for even the executives and technical staff can input their interactions with clients and prospects.

    Cons

    1) My client prefers month-by-month billing, not annual plans
    2) Lack of integration with HubSpot

  • Jimmy from McLabs

    Specialty: Other

    September 2016

    Not so good

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I did not like the integration between imap and Pipeline

    Cons

    Although I told them I did not like the product, they kept calling every single day.

  • Andres from Kuantico

    Specialty: Consulting

    August 2016

    Most intuitive CRM in the market

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    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.

    Cons

    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.

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