Pipeliner CRM

The Mortgage Office

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Ratings & Reviews

Overall Rating

4.72 / 5 (164)

4.83 / 5 (171)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

5.0 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

April 3, 2020

February 18, 2020

Pros/Cons

  • 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.

  • The software is extremely easy to set up, manage and learn. Also the Philosophy of the entire company speaks to me very well. At the same time their service is responsive and fast!

  • Cons

  • 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.

  • It is hard to add notes or record follow up notes to a lead. We've been adding them to the lead description, but it would be nice to add notes with a calendar drop down.

  • Pros

  • [SENSITIVE CONTENT HIDDEN] in the tech support department was a great help and will be my go to when I need help with TMO. Friendly, professional and fast. It is greatly appreciated!

  • Ease, accuracy, long established Vendor. product is the best in this class by far and we have used 2 others.

  • Cons

  • It's expensive, initial costs and monthly fees but it does so much of what we need. The only feature I have trouble with is the customized reports.

  • the cost is a little high as there is little to no competition in at this level. It would be nice if the system could be web based or apple compatible.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

16 Recommendations

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots