Pipeliner CRM

RATING:

4.62

(205)

What is Pipeliner CRM?

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.

 This CRM provides both salespeople and sales management with many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights.

 Plus, thanks to its automation engine and integration with other systems (such as Support, ERP, Marketing), Pipeliner elimin...

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How much doesPipeliner CRM Cost?

This vendor has not provided pricing information.

What Features doesPipeliner CRM offer?

Top Pipeliner CRM features and user ratings for each are:

Contact Database

4.6

(5)

CRM

4.1

(7)

Email Management

3.8

(4)

Client Management

4.6

(5)

Sales Pipeline Management

4.7

(11)

Task Management

4.7

(3)

Reporting/Analytics

4.1

(14)

Interaction Tracking

4.8

(5)

Lead Management

4.7

(11)

Contact Management

4.1

(18)

Document Storage

3.4

(8)

Calendar/Reminder System

4.6

(5)

Lead Qualification

4.8

(8)

Lead Capture

5.0

(5)

What Deployment Options doesPipeliner CRM offer?

Pipeliner CRM offers the following deployment options:

Cloud, SaaS, Web-Based
Windows (Desktop)
iPhone (Mobile)
Mac (Desktop)
Android (Mobile)
iPad (Mobile)
Windows (On-Premise)
Linux (On-Premise)

Pipeliner CRM does not offer:

Chromebook (Desktop)
Linux (Desktop)

Pipeliner CRM Reviews

Overall Rating

4.62

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Pipeliner CRM

1 - 5 of 208 Reviews

User Profile

Sharry Karisa

Verified reviewer

201-500 employees

Investment Management

Less than 2 years

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

Reviewed November 2021

A better CRM

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

5.0

I use Pipeliner CRM to build up my administration counseling and business training practice. Pipeliner CRM offers an exceptionally apparent and responsive method for following income age in your association. It contrasts from other CRMs altogether: the Pipeliner CRM client becomes astute rather than working basically as an information passage tech. The rich and exceptionally responsive interface of Pipeliner CRM furnishes the client with quick criticism on pipeline elements. Pipeliner CRM maneuvers every one of the information into one spot and makes it quickly open to the client and their groups. It outwardly supports what you are doing accurately in moving a lead through your business pipeline.

PROS

Pipeliner CRM gives information seeing choices. It has revealing choices whether graphical, mathematical and diagram like. The Mobile App has discourse to-text and text-to-discourse AI usefulness for voice note update as opposed to composing. It assists us with catching leads from anyplace. It has its own versatile application, and a business card scanner is simply marvelous. Reasonable.

CONS

Our coordination from Salesforce.com was somewhat difficult and we encountered some lethargic velocities, yet a lot of that was because of the huge number of records we were acquiring. Furthermore, we didn't employ Pipeliner backing to help us. We did it all alone. Those issues have all been settled.

User Profile

Christopher

Verified reviewer

1,001-5,000 employees

Farming

Less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

Reviewed September 2021

Significant Boost To Quick Conversation of Leads to Customers

OVERALL RATING

5.0

EASE OF USE

4.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

5.0

Pipeliner CRM is solving the problem of getting stuck should in future a Sales Representative leaves the company without proper handover notes because it keeps full data of all sales processes which is available from a 360 degree view standpoint. Time is money and Pipeliner CRM has proved to be a great time saver because it has drastically reduced my time spent from lead generation to customer acquisition, especially that it has a feature by which I am able to harvest leads from LinkedIn (contact details included) with a click of a button.

PROS

With all Sales Reps' activity history available to me at the click of a button any time, and with Pipeliner CRM also available in mobile app form, it has given me impetus to manage my sales teams and my customers remotely, yet effectively from any part of the world, thus coming in handy with the prevailing lock-downs as a result of COVID-19. Further, I like the fact that it provides for higher lead velocity, leading to a a quicker realization of sales objectives.

CONS

It cannot easily be operated offline from both the desk top and mobile app version. This makes some of your work inaccessible should you find yourself in place with poor or no internet connectivity.

Geoff

201-500 employees

Electrical/Electronic Manufacturing

More than 2 years

Review Source
This review was submitted organically. No incentive was offered

Reviewed May 2022

Pipeliner

OVERALL RATING

3.0

EASE OF USE

3.0

CUSTOMER SUPPORT

2.0

FUNCTIONALITY

3.0

PROS

It is the CRM our company uses. Helps us manage leads, opportunities and pipeline.

CONS

Requires additional support just to allow system to provide valid data for number of leads inputted and date inputted.

Bonnie

11-50 employees

Construction

More than 2 years

Review Source
This review was submitted organically. No incentive was offered

Reviewed March 2022

Fast ROI, excellent UI, and low TCO. We picked the right CRM!

OVERALL RATING

4.0

EASE OF USE

5.0

FUNCTIONALITY

4.0

PROS

Pipeliner has made complexity "simple". The total cost of ownership (TCO) is low because the admin portal is easily managed and customized by our team without expensive interaction with the provider. The User Interface is intuitive and visual. The drag and drop feature is fantastic.

CONS

Some of the features lack depth. Search results are not alphabetical order which is inefficient and frustrating. Our industry is document heavy and there is no folder management. Also, the system will not allow documents larger than 30MB. We are in the construction industry and not able to upload architectural plans. Bulk updates are designed around Primary Contacts and we have to manually re-link opportunities when a contact that was not Primary leaves their job. Sometimes that requires manually re-linking up to 500 opportunities.

Gary

Verified reviewer

Information Technology and Services

Less than 12 months

Review Source: GetApp

Reviewed November 2015

Managing the Sales Pipeline visually

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

We have used the software internally and we also now recommend to others, as a cloud based system, this is now our preferred option for sales and marketing teams. Having recently taken on new staff, who had not been exposed to CRM before it was refreshing to see how quick that can pick up running with the system and for us more important was that instant awareness and reminder of their purpose, i.e. how they need to attain their target.

PROS

Very easy to use and many clients are up and running themselves with little input from ourselves, but also Pipeliner CRM Support team have been very good and patient in resolving questions, often pointing us to the easy to understand video tutorials to complement what they have said. The chat function is a great and quick way to engage with support direct. Having seen the new 'Insights' functionality on a recent webinar, this is the next item we want to explore and start to use to give a deeper understanding of how different sales people are performing, not just on sales.

CONS

Having spent now nearly 20 years working with CRM systems, my view is there is no such thing as a perfect system and that clients will always want more functionality and this applies across all systems. The functionality is usually there, but may need to be pulled out. For Pipeliner CRM, the only real difficult I have had to learn is the data import functionality does need to be thought about and understood. Having said that, this is usually sorted in the initial set-up by accredited external consultants or trained system administrators....so maybe it is me and I just need to spend a bit more time on this...