Pipeliner CRM Software


Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are influencing a sale.

The AI engine “Voyager” provides salespeople with insights and alerts to keep them focused on their revenue target and most high-priority activities.

The Pipeliner Mobile App offers visual, dynamic tools allow salespeople to sell remotely.

Pipeliner CRM also provides both sales managers and salespeople with management reports, advanced reports and pivot tables.

Pipeliner includes a visual interface, uniform navigation and built in context-sensitive help. It also has a visual, drag-and-drop backend that enables users to maintain the system. Pipeliner CRM also integrates with a variety of other systems.



81 Reviews of Pipeliner CRM

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 81 reviews

September 2018

Carsten from SRA Information Technology

Company Size: 51-200 employees

Review Source


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Excellent CRM for pipeline and activity management, reporting

Pros

Extremely powerful. Highly configurable, allowing us to fully align the software to our playbooks and existing sales processes. The ability to setup the relevant activities required per each sales stage, upload documents specific for a sales-stage and other features which support the process are fantastic. Pipeliner is not only workflow-focussed, it's also very intuitive to use. Social network integration (LinkedIn), Office365 integration and the WebGrabber tool are also fantastic. Pipeliner supports multiple departments, products and pricebooks. The reporting features for the creation of standard, advanced, private and shared reports is very comprehensive. We have been using Pipeliner for about 12 months now. The onboarding process was a breeze, their training was awesome, the whole team is extremely responsive, helpful and client-outcome-focussed. Highly recommend.

Cons

There isn't much to dislike about Pipeliner. One of the features we are currently missing is the ability to automatically send scheduled reports (daily, weekly or monthly) to specified (internal or external) email addresses. This will hopefully be available soon.

June 2018

Tayden from Design Services

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

Excellent product and support

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

April 2018

Nikki from Nikki Jobs

Company Size: 2-10 employees

Review Source


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

4 of 5

April 2018

Amazing tool for small businesses! See for yourself!

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.

April 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

Best CRM Onboarding experience

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

February 2018

Riccardo from SITE

Company Size: 501-1,000 employees

Review Source


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

2 of 5

Functionality

5 of 5

February 2018

Excellent for all types of companies

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

December 2017

Matt from United Sales Resources

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

December 2017

Easy, Visual CRM with lots of configurability

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.

November 2017

Allison from ADDACTIS Worldwide

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2017

Pleasent discovery

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.

October 2017

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2017

Great product

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.

September 2017

Michael from The MRL Group

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

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

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.

September 2017

Arno from Fischbacher KG

Company Size: 1 employee

Review Source


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

Excellent tool also for small business!

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.

August 2017

Paul from Global Trading UK Limited

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

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

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.

April 2017

Tim from Bell Incorporated

Company Size: 201-500 employees


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

April 2017

Sales Friendly CRM

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.

April 2017

Moises from Timwood

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

April 2017

So far, So good

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.

February 2017

Ari from Global Strategic Consulting, Inc.

Company Size: 1 employee


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

3 of 5

February 2017

Great intro product for CRM

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

February 2017

Eric from Cicoil LLC

Company Size: 51-200 employees


Ease-of-use

5 of 5

Value for money

5 of 5

Functionality

5 of 5

February 2017

Great Organizer

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.

January 2017

JOHN from CICOIL

Company Size: 51-200 employees


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2017

The people at Pipeliner are the greatest.

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.

January 2017

Robert from CICOIL

Company Size: 51-200 employees


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2017

Great!

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.

November 2016

Deric from CCRE

Company Size: 11-50 employees


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

November 2016

Easy to use, but not user-friendly

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.

October 2016

Andy from Needham-Green & Associates

Company Size: 2-10 employees


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2016

CRM Designed for Salespeople

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

September 2016

Jimmy from McLabs


Ease-of-use

1.5 of 5

Value for money

4 of 5

Customer support

1 of 5

Functionality

1.5 of 5

September 2016

Not so good

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.