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.

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.

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.

From an IT perspective the product is built well, responsive, and feature rich.

Very well designed. All web based and can be easily customized.

Automatizer should be included in base product. SSO/Active Directory isnt really integrated well into the permissions and access control.

If I work alone in my own company really good, if not I would look for another option.

From a sales point of view it was really easy to use the pipeline and forecast as well as setting future tasks

Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless.

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.

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.

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.

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.

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.

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...

Over my 20+ year career in sales I've experienced a wide selection of CRM's. Some have been better to use than others but I can't say that any one of them has been a huge help to me either as a sales professional on the front line or as a sales leader looking for insights. Typically they've been overly complex and cumbersome. Something you tolerate rather than enjoy or get any value from. That's all changed with Pipeliner CRM. I love it. These guys truly understand what sales is all about and they've built something that helps rather than hinders. Finally a CRM that delivers results.

Although its not a specific feature a major 'Wow' factor is the visualisation philosophy behind the whole platform. You can see everything you need to see on one screen. Everything just looks fantastic. The main pipeline view shows you exactly where all of your opportunities are instantly and I love that you can drag and drop opportunities from one stage to the next. You can also see where you are in relation to your quota on the same screen and take the action you need to progress. I particularly love the 'Buying Center'. You have to see it to believe it but relationship mapping is a major challenge for most who have longer term, complex pursuits with multiple stakeholders. The Buying Center makes it easy to keep track of and manage everyone involved in an opportunity, even if they don't work for that company. There are so many awesome features but that one alone saves so much time and effort and delivers tremendous value.

That it's taken so long for CRM to get this good!

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.

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

Lots of software updates means sales downtime

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.

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.

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.

We tried quite a few CRM apps before selecting Pipeliner including Salesforce. The bottom-line is that Pipeliner is the best combination of functionality, usability and value available in the market. We were looking for an app that could handle three key major feature categories account/relationship modeling, visual pipeline display and marketing application integration. It seems like a simple set of requirements, but we found it amazingly hard to get all of these things working well in most packages. When you add cost into the picture the competition narrowed very quickly.

Flexibility in modeling the account and contact relationships. Ability to setup bi-directional interfaces with marketing automation apps. Ability to visually display and manage sales process through the pipeline view.

3rd party add-on required for bi-directional integrations, but with that said the add-on offers significantly more functionality while still having a lower cost than the next best alternative.

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.

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!

Having a 360 view of the customer and allowing us to engage with our customers in a more powerful way. We now have greater insights as to our customers preferences , buying patterns, etc which have allowed us to be more strategic and provide a more individualized offering to each customer.

I tried other CRM like MS Dynamics etc, and you need a full-time IT staff to install and manage, which as a small business, we cannot afford. Pipeliner is packed with features up and running in a few hours instead of days. The user interface is very visual and easily customizable with various views along with the drag and drop feature within the Opportunity Pipeliner. The software is constantly being updated wtih new and powerful features which has really added immense value to our business. We have recenly integrated Pipeliner iwth our Accounting software and it has been great. Additionally their support staff are very quick to respond and resolve any issues that may arise. Overall Pipeliner is very easy to use but packs a whole lot of powerful features

Very happy so far with Pipeliner CRM so nothing to write here.

Pipeliner CRM system helps with easy collection and efficient qualification of leads into opportunities.It also helps with ensuring collaboration through its buying center feature which shows everyone with influence in the buying decision. The war room feature helps focus the team on the activities required to close the most important deals efficiently.

Pipeliner CRM system is visual in nature which makes it easy to navigate from one section or component to another such as from leads to opportunities, or even within the same component .I also like the inclusion of leading indicators which make it possible to simulate future team performance if the team continues on the same track.

Pipeliner CRM system is generally a good software but they could improve on making it easier to add notes when creating leads for additional things to consider along the sales processes to ensure the sale is concluded in a timely manner.

Pipeline is very intuitive, easy to learn and administrate. It incorporates ADD-ONs such as web clipper or ADD-ONs that allow interaction with most of email managers such as Gmail, Outlook, etc., which avoids the use of multiple platforms and applications to manage customers, make an email, create leads, create customer accounts, archive exchanges etc ... Pipeliner CRM creates a dedicated customer area that allows the sales person to access all the information related to the deal, such as emails to the customer, documents exchanged, programmed activities, people to contact within the company, etc. this on the same interface. • You can really make a good sales decision, • Imagine a sales person resigning! All the necessary information for the follow-up of its deals are at your disposal. Pipeliner navigation panel give an overview of the business situation. it's gives out the level of progression vis-à-vis the global target, the agenda, suggest new potential business. In addition to being a CRM web base, the mobile application allows to have all the necessary support for the sale even in the field. You can track sales, see deals evolution, manage your calendar and even send emails without being in the office. The voice command of the mobile application of the Pipeliner CRM is the most. You can send mails, SMS, and even make call only by voice command.

The many down side of the Pipeliner CRM is that software usage language and support is only in english. This will be blocking point for businesses with other working languages such as French etc...

The visual features of Pipeliner make it so easy to use. Color codes, flags and steps make managing the pipeline easy.

Setting up the initial space for our team was a learning process. but once that was done the rest has been a breeze.

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.

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.

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

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.

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

Pipeliner has been a very valuable tool for our company and our company's growth

It is easy to follow the progression and tracking of all our jobs Great way for us to track our customers

The limit to document size The limit to characters you can add to the notes field

We use it for projects and project bid tracking and is a great CRM for allowing us to manage the process and documents

Not having the ability to use subfolders for uploading documents. That you cannot upload files larger than 30MB

Overall it has been an excellent experience. The Support team is incredibly helpful and the software is easy to learn

the flexibility is the best feature of Pipeliner CRM. It is easy to modify and adjust as business needs change

Products and Categories flexibility is still being improved. Some improved report and graphical data representations would be nice

When we opens tickets, Pipeliner tech support immediately responds. We are in Pipeliner all day tracking sales, adding opportunities, managing contacts and accounts. I provide technical support for our customers and appreciate the excellent support that Pipeliner provides for it's customers.

When problems arise, especially in web-based software, is can shut us down. Occasionally Pipeliner will freeze or respond extremely slowly. When we contact technical support, they usually reply that they are working on their servers.