Pipeliner CRM Software


 

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

73 Reviews of Pipeliner CRM

 

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Software Advice Reviews (37)
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Showing 1-20 of 37

Michael from The MRL Group
Specialty: Advertising
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

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

Product Quality

Customer 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.

Review Source
 
 

Arno from Fischbacher KG
Specialty: Education
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Excellent tool also for small business!

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Tim from Bell Incorporated
Specialty: Manufacturing
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Sales Friendly CRM

Ease-of-use

Functionality

Product Quality

Customer 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.

 
 

Ari from Global Strategic Consulting, Inc.
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Great intro product for CRM

Ease-of-use

Functionality

Product Quality

Customer 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

Advice to Others

I would suggest you look into this product and pair it with a media monitoring suite to maximize lead potential

 
 

Eric from Cicoil LLC
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Great Organizer

Ease-of-use

Functionality

Product Quality

Customer 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 Employees number: 51-200 employees

January 2017

January 2017

The people at Pipeliner are the greatest.

Ease-of-use

Functionality

Product Quality

Customer 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.

Advice to Others

Use its ability to link with MSWord and create quotations from Pipeliner. This is a great feature we use every day.

 
 

Robert from CICOIL
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2017

January 2017

Great!

Ease-of-use

Functionality

Product Quality

Customer 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.

Advice to Others

Give it a try.

 
 

Deric from CCRE
Specialty: Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Easy to use, but not user-friendly

Ease-of-use

Functionality

Product Quality

Customer 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 Employees number: 2-10 employees

October 2016

October 2016

CRM Designed for Salespeople

Ease-of-use

Functionality

Product Quality

Customer 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

Advice to Others

Use their support during your trial period! They are really good at dropping suggestions in automated email messages; but you should be proactive and follow up with whomever acts as your lead interface.

 
 

Jimmy from McLabs
Specialty: Other

September 2016

September 2016

Not so good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

I did not like the integration between imap and Pipeline

Likes Least

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

Recommendations

Listening to customers more. The product did not work out and they kept calling everyday.

 
 

Andres from Kuantico
Specialty: Consulting

August 2016

August 2016

Most intuitive CRM in the market

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

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.

Likes Least

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.

Recommendations

We purchased and implemented Pipeliner CRM back in July and I was surprised to see our entire sales team dive deep into the platform without even taking a training session. The platform is so intuitive and visual, that I had a Spanish-speaking team member creating leads, adding accounts, contacts and opportunities as soon as she gained access to our space. We now have a better understanding of all the potential business that’s out there and what part of the sales cycle each open opportunity is in. As the product champion and admin, I haven’t run into any adoption issues either.

 
 

Martin from Rapid Sales Growth
Specialty: Consulting

July 2016

July 2016

Pipeliner works because it is easily customisable and simple to use fo

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

In the work we do, CRM fulfils a massive role in automating processes, which in turn delivers the sales strategy for business. Pipeliner fits this role perfectly, because it is so easy to customise. It can quickly and easily be set up to mirror and automate your sales processes. No admin, no team of propeller heads. Just simple, smart design to deliver outstanding capabilities. This makes it the perfect tool for any business. We recommend Pipeliner to all our clients.

Likes Least

Because there are lots of upgrades, there is often sales downtime, where you need to wait for the latest version to download.

Recommendations

Consider the sales process for your business, and then try to emulate it in Pipeliner. This will tell you if it is for you or not.

 
 

Claudia from crmpartners
Specialty: Consulting

May 2016

May 2016

I RECOMMENDED PIPELINER

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The relationship between contacts, accounts, related accounts is fantastic and with Pipeliner I can see everything in one place.
It is not overwhelming and complex from the start as many other tools are and it is simple to track your sales opportunities, make reports and forecasts.
it is really user-friendly and the drag and drop function is really useful.
Feeds module help the company to improve team collaboration and social media sync help your sale agents to know better consumer.
I would recommend this product to anyone.

Likes Least

price was a little bit too high for italian market but now they are changing it and they're doing better.

Recommendations

it is really helpfull to track your opportunities and close more deals

 
 

Vic from OnTrak Consulting
Specialty: Consulting

May 2016

May 2016

Great tool for managing a sales pipeline!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It's real easy to see an individual pipeline, a team's pipeline and the whole company's pipeline.

Likes Least

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.

Recommendations

Make sure you have a sales methodology/process in place before you implement any software tool.

 
 

Jessica from Hunt Big Sales
Specialty: Consulting

April 2016

April 2016

The best visual processes CRM on the market!!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Pipeliner is the best visual CRM software that offers a defined process workflow for your sales team. We love the ease of use and intuitiveness. Pipeliner was clearly designed by a salesperson for sales teams. We love the process ease of use so much we are implementing it to manage other systems as well.

Likes Least

While I love it all I would like a few more functionalities such as; email templates for each sales steps along with calendar syncing. I'm sure Pipeliner has that in the works and am excited to check it out!

Recommendations

Take the time to chat with customer service and read the materials they suggest to customize the program to fit your business and process.

 
 

Claire from KPMG
Specialty: Accounting

April 2016

April 2016

New Pipeliner user

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The pipeline software is excellent. I love the easy way to move leads to qualifying opportunities and then to move around within the Pipeline itself. I love the way the screen looks and the impact it has during meetings - especially using Navigator. I also love the easy way to filter management reports. It has changed the way we record our opportunities and changed the way we prioritise our leads and followup.

Likes Least

I haven't found anything yet that I don't like which I consider to be a really good thing.

Recommendations

Go for it - its a fab tool! Have a look at Navigator and understand the velocity options

 
 

Salvador from tic top sales
Specialty: Consulting

April 2016

April 2016

Best CRM for success. On the screen all data you require to focus

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Very easy to manage your opportunities. You have access to all the info you require to achieve your sales objectives

Likes Least

It wold be better the interface in a browser, it is easier to copy and paste date when you fill a form.

Recommendations

If you focus on your opportunities to close them, it is the better. It is for selling!!!

 
 

Craig from CustDriven Solutions LLC
Specialty: Consulting

April 2016

April 2016

Pipeliner CRM: What Your Sales Reps and Sales Managers Really Want

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

Sign up to attend a webinar or request a live demo first. The trial system is an empty system that will allow you to use your own data and set up your own Pipeliner system that you can turn into a live, production system. The fastest way to evaluate the real power and capabilities of Pipeliner is to view a webinar or a demo of a Pipeliner system that already has a lot of data in it. Plus, viewing a demo or a webinar will give you a jump start on how to use Pipeliner when you do sign up for a trial.

 
 

Max from E6 Solutions
Specialty: Software / IT

April 2016

April 2016

Pipeliner CRM Navigator – Where a salesperson starts their day.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The new Navigator feature is by far one of the best new features added to Pipeliner. This is their dashboard where you can see where you stand against your goal, who you need to call or email, what accounts have not been contacted in a while etc. This helps take the guess work out of who should I call today and why.

Likes Least

Mobile app is a bit limited right now. However, the new app should be out in 2-4 weeks which will add a new look and a bunch of new features.

Recommendations

Pipeliner is an amazing visual CRM system that marries ease of use with a powerful sales tool. I love that you are able to visually get a pulse of what your sales pipeline looks like. What’s even better now is the addition of Navigator. Navigator is a salesperson’s launching pad where they get a pulse of what activities need to be completed, where they stand against their quota goal, what accounts they should be contacting etc. This makes Pipeliner an integral part to a salesperson success.

 
 

John from BeSelling Associates
Specialty: Consulting

April 2016

April 2016

If you will like the process of selling then you'll love pipeliner.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Billed as the world's most visual CRM, pipeliner is a sales system designed by salespeople - for sales people focused on achieving sales.

The system works, work the system.

I invested over three days last year downloading CRM demos, getting CRM demo logins, and being evermore frustrated by what I found.

Most of the CRM is logged that were immediately dismissed as to fiddly and bitty.

Have you ever tried to use a database created by someone who has never sold anything? Exactly.

I wish I found pipeliner first. I could have made some sales with the extra 2 3/4 days…

Likes Least

This product is constantly being improved. This may make some people uncomfortable as a new features aren't being added every couple of weeks.

Recommendations

Find something that fits your selling style. Pipeliner has a very visual way of presenting your information and can easily be configured to match your selling style.

 
 
 
Write a Review
Showing 1-20 of 36


October 2017

October 2017

Great product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source: Capterra
 

Paul from Global Trading UK Limited

August 2017

August 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source: Capterra
 

Moises from Timwood

April 2017

April 2017

So far, So good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 

Andrés from Kuantico
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2016

August 2016

Most intuitive CRM in the market

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We purchased and implemented Pipeliner CRM back in July and I was surprised to see our entire sales team dive deep into the platform without even taking a training session. The platform is so intuitive and visual, that I had a Spanish-speaking team member creating leads, adding accounts, contacts and opportunities as soon as she gained access to our space. We now have a better understanding of all the potential business that’s out there and what part of the sales cycle each open opportunity is in. As the product champion and admin, I haven’t run into any adoption issues either.

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.

Review Source: GetApp
 

Martin from Rapid Sales Growth
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

Pipeliner works because it is easily customisable and simple to use for people at all levels of an organisation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

In the work we do, CRM fulfils a massive role in automating processes, which in turn delivers the sales strategy for business. Pipeliner fits this role perfectly, because it is so easy to customise. It can quickly and easily be set up to mirror and automate your sales processes. No admin, no team of propeller heads. Just simple, smart design to deliver outstanding capabilities. This makes it the perfect tool for any business. We recommend Pipeliner to all our clients.

Pros

Highly customisable. Can be set up to automate your processes easily
Everything is visual, making it easy and fun to use for sales people at all levels
Easy to input information
Easy to extract relevant information
Automation of tasks and workflows

Cons

Lots of software updates means sales downtime

Advice to Others

The most important thing is whether or not your CRM can mirror your sales process. If it can't, it's not for you, and if it can, you should be able to set it up yourself.

Review Source: GetApp
 


May 2016

May 2016

I RECOMMEND PIPELINER

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

The relationship between contacts, accounts, related accounts is fantastic and with Pipeliner I can see everything in one place.
It is not overwhelming and complex from the start as many other tools are and it is simple to track your sales opportunities, make reports and forecasts.
it is really user-friendly and the drag and drop function is really useful.
Feeds module help the company to improve team collaboration and social media sync help your sale agents to know better consumer.

Pros

really helpful to track your opportunities and close more deals

Cons

maybe the price was a little bit hight but now they're doing better

Review Source: GetApp
 

Fred

May 2016

May 2016

Pipeliner

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

This is the most comprehensive pipeline management tool I have ever used. Having said that it is still very easy to setup and use. There is a great deal of contextual help, and when you need it the support is great.

Pros

One of the side benefits of using Pipleliner is all of the sales content they have, you really don't need any other source, if you are a sales professional, they have a ton of information for you, if you are a sales manager they have a ton of information for you...Visual, Intuitive --- Great Reporting!

Review Source: GetApp
 

Jessica from Hunt Big Sales
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2016

April 2016

The best visual process CRM on the market!!!

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

Pipeliner is the best visual CRM software that offers a defined process workflow for your sales team. We love the ease of use and intuitiveness. Pipeliner was clearly designed by a salesperson for sales teams. We love the process ease of use so much we are implementing it to manage other systems as well.

Pros

Quick & easy customization of fields and forms
Email feed integration
The new navigator is a fantastic snapshot and the timeline clearly shows whats ahead in the pipe

Cons

While I love it all I would like a few more functionalities such as; email templates for each sales steps along with calendar syncing. I'm sure Pipeliner has that in the works and am excited to check it out!

Review Source: GetApp
 

Chris

April 2016

April 2016

Pipelinersales CRM

Ease-of-use

Product Quality

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value

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.

Pros

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

Cons

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.

Review Source: GetApp
 

Craig from CustDriven Solutions LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2016

April 2016

Pipeliner CRM: The CRM Software Your Sales Reps and Sales Managers Would Buy

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

If you make your living in sales or in sales management and are looking for a software tool that will help you stay focused on the things you need to do to earn more commission and get bigger bonuses, then take a look at Pipeliner CRM. There's nothing else like it. You will literally have to see this sales tool to believe it!

Pros

* Top 3 Features:
1. Sales Navigator
2. Buying Center
3. Sales Insights
* Guided Selling using YOUR sales methodology / sales process
* Multiple Sales Pipelines, sales processes, sales workflows,
* Flexible Sales Organization, Territory, and Security structure
* Outstanding Forecasting, Dashboards, and Reporting

Way too much to mention, and there is no way to describe it with words. Invest 1 hour of your time to attend a webinar or a personal demo. That's the best, fastest, and easiest way to really grasp what using this CRM software can do to increase sales performance to grow revenue.

Cons

Trial system contains no sample data. Therefore, I recommend signing up for a webinar or requesting a personal demo first. After you see what Pipeliner CRM can do and how it works then sign up for a free trial. You can set up the trial system with your own data and your sales process, which you can convert into a live production system by activating the trial. Attending a webinar or demo before I started my trial would have given me a huge head start with my free trial when I first signed up.

Review Source: GetApp
 

Dr. Tamara P. from Champlain College
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2016

April 2016

Great Investment

Ease-of-use

Product Quality

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value

Great use for pipeline development. I use this as a Government Contractor to identify and win new business and keep track of potential customers. There are so many beneficial features to speak of, you have to try it to understand.

Pros

Easy to use once you get the hang of it. Can be accessed on or offline. Dashboards can be modified to tailor use to fit the business development or sales structure of the organization.

Cons

Requires training to get set up and use to its full potential to get the most benefit.

Review Source: GetApp
 

Alessandro from Eurocaution Benelux SA
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2016

April 2016

Best CRM for B4BtoC business

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

As a small innovative company we were looking for a simple effective CRM to manage our B4BtoC sales. We used before big name tool, but it was too expensive and we needed al the time for a personnalisation of a screen to call the supplier.

Pros

The visual of the Sales Pipeline, multiple sales pipelines, MS Office plugin,

Cons

No mail automatisation solution, the princing tool doesn't allow to make mathematical formulas.

Review Source: GetApp
 

Jean-Clément

April 2016

April 2016

PipeLiner CRM

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

Fantastic solution to have a clear view at any moment of the sales situation of your team. No need to ask your team to "prepare report", you can have any report you need, at 1 click. Meeting are now focused on action, not on "reporting". In future companies without CRM will not exist.
It is a real tool which any company need. Even a 1 person company will improve productivity with PipeLiner.

Pros

Very easy tu use and configure. Fantastic ressources. No other CRM is so visual. Powerfull.

Cons

Phone call intengration, but it looks like they are working on it.

Review Source: GetApp
 

Arne Sigurd

April 2016

April 2016

The future of CRM

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

Forget traditional CRM, they only track sales history but does not tell you how to move your opportunity forward to a closing. Pipeliner CRM does! I use it to help me plan activities and make sure I do those activities needed to bring my opportunities to a closing. It is very visual and makes it very easy to have control of the total sales situation from minute to minute. It is also quite easy to tailor the sales process to meet your special needs. I have tried a lot of CRM's through my 25-30 years in sales, but Pipeliner CRM is simply the best!

Pros

Easy to use. Easy to learn. Great graphics. Makes you focus on your sales tasks and not your reporting. Gives you more time to focus on clients. Many plugins to other software like MailChimp, Microsoft Outlook and others. It is more a SALES TOOL than a traditional CRM.

Cons

Should have possibilties for sending standard response mails and direct mailing, even though it connects with many other systems by using open API.

Review Source: GetApp
 

Peter from Abitee Communications
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2016

April 2016

Pipeliner CRM

Product Quality

Product Quality
Quality

I'm using pipeliner to follow up on leads and opportunities with existing and new customers.
We have used many crm apps in the past but none is so easy to use as pipeliner.
We use multiple sales funnels because some pipelines can be complex.
We even set-up an after-sales funnel. Reporting is so easy to use.

Pros

super easy to use
can handle complex and multiple sales funnels
integrates with our web site and common apps like outlook

Cons

on our macs it does not integrate with outlook
the mobile app is rather limited

Review Source: GetApp
 

Lynn from Bond Group
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2015

November 2015

Fantastic sales management software!!!

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

We have been using Pipeliner for a couple of months now and it is light years ahead of the competition. It is incredibly easy to use, all of our sales team has adopted it and I have a better understanding of our sales pipeline that ever before. As a company that is experiencing rapid growth Pipeliner is a critical part of our management infrastructure. Our sales ops guys have received outstanding support on any issues that we have had and as a company that sells cloud software and professional services it is refreshing to see how well this company is managed. I am actually really excited to attend our weekly sales reviews as they are now focused on action not reporting!!! If you are a company of any size and dropping tons of money on expensive CRM tools and not seeing the results, Pipeliner CRM is for you!!

Pros

Ease of use, visual interface, & widespread sales personnel adoption, great response times for any issue.

Cons

Some small administration issues. Nothing major and most of what we have given feedback on is already on the product roadmap for the next release.

Review Source: GetApp
 

Gary

November 2015

November 2015

Managing the Sales Pipeline visually

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

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...

Review Source: GetApp
 

Kannan from Gyanagni Consulting Private Limited
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2015

November 2015

Pipeliner CRM - Customer Success Platform built on Principles by Sales Professionals for Sales Professionals

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

Salespeople are a rare breed. They love meeting and/or talking to customers all the time. For them, productivity is measured in terms of number of deals closed every month. They are the entrepreneurs within the organization. They think the company runs successfully because of them. And they are simply right.

They have no time to do data entry. They simply do not have the time to follow cumbersome procedures. They want a CRM product that simply thinks like they do. And Pipeliner fits the bill perfectly. I am yet to see a product that is crafted for the Salespeople. As a salesperson, I am in love with Pipeliner, the CRM Software that made me fall in love with Sales again.

Pros

Ease of Use
Integration with Apps that you use
Visualization of Sales stages
No expert skills required
Lets you focus on the right leads at the right time
Always available on the cloud and on your mobile devices [Android, iOS apps] - whether you are connected or not. Auto Syncing once you are connected.

There are no multiple editions to choose from. Single edition and you get all the features at one low price.
Over a 3 year period, you will pay 50% less than the popular cloud app [that tries to do everything under the sun completely ignoring the very purpose with which the company was started or what their name means]. Whereas Pipeliner is built for the Sales Force. To empower them in true sense.

What's more? You would have achieved more sales than if you use the popular cloud app. And cultivated happy customers for life.

Do you want more sales ? Do you want to manage your sales leads with utmost sophistication ? Do you want to make sure your sales people focus on the right clients at the right time ? Do you want to see your pipelines visually ? Do you want instant intelligence on everything about Sales at your fingertips ? Do you want your sales people to fall in love with Sales again ? The answer is "Pipeliner CRM". Go for it. You will NOT have any regrets.

Cons

Nothing whatsoever. I have no complaints at all.

Review Source: GetApp
 

Jim from C-Level Marketing & Sales Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2015

November 2015

The Best

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

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.

Pros

Available as an app, easy to use, pairs with many web services and it is quick.

Cons

None come to mind at the moment. The system isn't perfect, but it's close to it.

Review Source: GetApp
 

Eric L.

November 2015

November 2015

Best Value Business Tool

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

Pipeliner provides all the features every seller and sales manager needs and can use. The entire system is designed with the user in mind; from compelling graphics to ease of customization and access to multiple performance analytics.

Pros

Online and offline accessibility on multiple devices, Inviting and intuitive GUI, automatic synchronization local to cloud, ability to add images and documents, social media access, multiple dashboards and pipelines, content-rich tutorials and user guides - and super responsive customer support.

Cons

Myriad of options, pull downs and filters take some time to master.

Review Source: GetApp
 
 
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